Investing Copilot
Weekly changes across NVDA, AAPL, MSFT, AMD
• NVDA announced a definitive agreement to acquire Hugging Face for about $11.9 billion, with up to $1.0 billion in retention. The deal is expected to close in the first half of 2027 and NVDA says it will keep Hugging Face’s platform open with continued model/dataset sharing and support for other silicon vendors. [1]
• AMD disclosed an agreement to acquire World Labs Technologies for about $8.2 billion in AMD common stock, with the exact share issuance to be determined by a 10-day VWAP prior to closing and the deal to rely on exemptions rather than a public offering. [2]
• NVDA reported Q2 fiscal 2027 results: revenue of $96.2B with 75.0% gross margin, GAAP EPS of $2.46; highlighted strong data-center demand and announced substantial shareholder returns, with an outlook for Q3 revenue around $108B and full-year tax rate guidance. [3]
• Apple reported fiscal 2026 Q3 results: revenue of $109.4B, gross margin 50.1%, diluted EPS of $2.02; announced a $0.27 per share dividend payable in August and highlighted record EPS and operating cash flow with continued product/software innovations. [4]
• AMD filed its 10-Q for the June 27, 2026 quarter, showing six-month net revenue of $21.789B, net income of $3.68B, gross profit of $11.619B, and improved liquidity with cash and short-term investments totaling $13.111B. [5]