Vor Biopharma Inc. (VOR)

A big beat on revenue, profit, and guidance still wasn't enough to lift shares of the AI chipmaker -- the fourth time in a row that's happened

While Jensen Huang said the chip giant had "conceded" the China market, Nvidia reported another blockbuster quarter on Wednesday.

NVIDIA Contract Details: Social media chatter intensified after Iris Energy clarified the scope of its $3.4 billion five-year agreement with NVIDIA, covering 60 megawatts of gross power for internal AI workloads using air-cooled Blackwell systems at the Childress, Texas campus.

Nvidia's stock is down again after earnings. The sellers are missing the bigger picture.

Traders hoping Nvidia would disappoint the market and send its partners' shares plummeting came unstuck this week.