Priya Raman
Tech and Business Analyst
Priya Raman covers the business of technology for Yield Update. She writes about capital spending and corporate finance across the industry, and about how borrowing costs shape investment in everything from data centers to software.
Stories
Week Ahead: Nvidia Reports, Anthropic Sets Its IPO Price and Walmart Leads the Retailers
Nvidia reports Tuesday after the close, its first quarter with Colette Kress as interim chief executive. Anthropic plans to price 825 million shares Wednesday, and Home Depot, Target and Walmart report around October's retail sales figure.
Nvidia's Jensen Huang Resigns as CEO; Colette Kress Named Interim Chief
Nvidia's board accepted Huang's resignation on Nov. 11 and named Chief Financial Officer Colette Kress interim chief executive. The shares closed down 4.3 percent Thursday after falling nearly 12 percent during the session.
Nvidia Shares Fall Premarket as Board Weighs Jensen Huang's Future
Nvidia was down 7.7 percent before Thursday's open, Reuters reported, after reports late Wednesday about Chief Executive Jensen Huang. The company has no clear succession plan, according to Reuters.
CoreWeave Raises 2026 Revenue Outlook to as Much as $13.3 Billion as Its Borrowing Costs Climb
The AI cloud provider reported third-quarter revenue of $3.66 billion, up 168 percent, and a $132.5 billion backlog. Its finance chief said the company does not plan more parent-level unsecured debt through 2027 at current yields.
Nvidia Board Opens Independent Probe After Report Huang Was a Foreign Intelligence Target
Independent directors and outside counsel will oversee the review. The board says it has no reason to believe national security or company secrets were compromised. The shares fell nearly 5 percent before Monday's open.
- BusinessExplainer
How to Read an Earnings Report Past the Per-Share Number
Earnings per share is the last line of a long calculation. Airbnb's third-quarter filing shows how revenue, taxes, share count, buybacks and adjusted measures each shape the result.
- TechAnalysis
At 4.94%, a Long Project Has to Work Harder
Friday's 4.94 percent ten-year yield raises the hurdle for projects that do not pay off until late in the decade.
- TechAnalysis
Patience Is a Capital-Spending Problem
Technology stories often turn patience into a virtue. In a spreadsheet it is a discount rate.
- TechExplainer
Capital Spending and the Cost of Waiting
A project deferred is not free. The cost is whatever the published yields say about time, plus the project you did not build.
- TechAnalysis
Long Projects Feel the Discount Rate First
A dollar promised for 2036 is not a dollar promised for next spring. The rate used to compare them is the whole argument.