Weekend Roundup: Nvidia's Bold Claims, Oracle Beats Estimates, Apple Unveils New iPhone

The tech world was abuzz this week, with multiple giants grabbing headlines. From Nvidia's CEO making bold assertions about the company's future, to Oracle's impressive Q1 results, and Apple's new iPhone launch, investors were flooded with a relentless stream of news.

Nvidia: 'The World's First and Only Growth Value Stock'

Nvidia CEO Jensen Huang positioned the company as the world's first and only growth value stock. Huang believes Nvidia's expanding AI platform, broad customer base, and infrastructure partnerships will capture the next phase of global AI spending. He predicted that AI infrastructure spending could reach $3 trillion to $4 trillion by 2030.

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Oracle Q1 Results Beat Expectations

Oracle Corporation reported fiscal 2027 first-quarter results that beat expectations across the board and raised its full-year earnings guidance. The company reported quarterly earnings per share of $1.92, surpassing the analyst consensus estimate of $1.74 by 10.34%.

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Adobe's Record Q3 Results

Adobe reported fiscal 2026 third-quarter results, with both revenue and profit exceeding expectations. The company reported adjusted quarterly earnings per share of $6.13, above Wall Street's expectation of $6.09. Quarterly revenue came in at $6.76 billion, 1% higher than the consensus estimate of $6.69 billion.

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Nvidia Weighs $10 Billion Investment in Anthropic IPO

Nvidia is reportedly considering investing up to $10 billion in Anthropic's potential initial public offering. The AI company is seeking to raise up to $100 billion at a valuation of approximately $2 trillion.

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iPhone 18 Pro: A New Era of AI and Design

Apple's latest Pro models, the iPhone 18 Pro and 18 Pro Max, launched with a host of upgrades. While the design language largely carries over from the iPhone 17 Pro, the new models introduce two new color options—Glacier and Burgundy.

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iPhone Duo: Apple's First Foldable iPhone

Apple also unveiled the iPhone Duo, its first foldable iPhone. The device is roughly the size of a passport and features both inner and outer displays with matching aspect ratios. The iPhone Duo's hinge keeps the inner screen flat when opened and precisely controls the folding action, making it Apple's thinnest iPhone to date when unfolded.

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