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Last updated: May 21, 2026, 2:35 AM ET

Hardware Earnings

NVIDIA posted record Q1 revenue of $81.6 billion, up 20% sequentially and 85% year-over-year, as enterprise AI deployments pushed data center GPU demand to historic levels. The results mark the company's strongest quarterly growth since the initial hype cycle.

Gaming Restructuring

Embracer Group accelerated its breakup by transferring key IPs to Fellowship Entertainment, following repeated layoffs at studios including Eidos Montreal. The move signals management's attempt to stabilize the conglomerate amid mounting investor pressure.