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Alexandra Sternlicht

Alexandra Sternlicht

Fortune

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Snap CEO Evan Spiegel promises new lightweight ‘Specs’ smart glasses next year, in race to beat Meta and Google to market

Snapchat Specs are set to debut in 2026, likely beating AR glasses by Meta and Google.

11.06.2025 3

Fortune

Alexandra Sternlicht

Two months after CoreWeave’s IPO fizzled, the AI company has surged 250% and left doubters baffled

Is this the 2025 version of the GameStop?

07.06.2025 20

Fortune

Alexandra Sternlicht

Nvidia’s chips are among the world’s hottest commodities. So why is the company likely trashing $4.5 billion worth of them? 

Nvidia's options for the chips, originally destined for China, but since banned from export there, are limited.

04.06.2025 6

Fortune

Alexandra Sternlicht

Nvidia’s CEO blasted Trump policy that will cost the company $10.5 billion in lost revenue—then praised Trump’s ‘bold vision’ minutes later

During Nvidia's quarterly earnings call, CEO Jensen Huang gave a real time demonstration of how to navigate politics in the Trump era.

29.05.2025 10

Fortune

Alexandra Sternlicht

The only analyst on Wall Street who has a ‘sell’ on Nvidia says the AI chipmaker’s great run is over

Ahead of Nvidia's highly anticipated Q1 earnings report, Jay Goldberg of Seaport Research Partners, lays out the bear case.

28.05.2025 2

Fortune

Alexandra Sternlicht