Nvidia is adding some more power to its cloud gaming platform

Nvidia is also launching an update called “Install-to-Play” that it says will double the size of its game library. A caveat: players will either have to download the game every time they play or fork over an extra monthly fee for persistent storage. Nvidia said the updates will roll out next month.

In its first quarter, Nvidia’s gaming revenue reached a record $3.8 billion — dwarfed by its data center business, but by itself in line with sales totals of companies like Dr Pepper or Royal Caribbean.

Dayforce rocketed 28% to top Monday’s S&P 500 leaderboard after Bloomberg reported that private equity giant Thoma Bravo is in advanced talks to acquire the HR software provider.

Though the deal has yet to be finalized, Bloomberg reported that people familiar with the matter say an announcement could come in the next few weeks. Still, they caution the process could drag on or attract competing bids.

Dayforce’s rally builds on momentum from earlier this month, when the company posted better-than-expected Q2 results fueled by strong bookings and a record backlog of contracts. That strength comes against a tough backdrop: the company has struggled to sustain sales growth since pandemic-era demand faded.

With today’s pop, Dayforce shares are still down about 5% year to date.

July data from Cox Automotive shows US EV sales grew 26.4% month over month and 19.7% year over year, their second-best month ever.

The highest sellers by volume were Tesla, Chevrolet, Hyundai, Ford, and Honda. Tesla still accounts for roughly 5x the EV sales of the others, but they are growing far faster on a monthly and annual basis. (Tesla saw a slight year-on-year decline in sales.)

The data is a rare bright spot for Tesla’s automotive business, which dropped 16% last quarter compared with a year earlier as the company faces declining demand for its cars.

One of the reasons for the growth in US EV sales, including Tesla’s last month, is that next month will mark the end of the $7,500 regulatory credits, so it’s pushing forward demand. How much the change will affect the companies’ top and bottom lines will depend on how steep the price cuts they enact to compensate are.

Additionally, the US government this month stopped issuing compliance letters to automakers for violating fuel economy standards, effectively dissolving the market for regulatory credits. Tesla is expected to miss out on about $255 million in regulatory credits — essentially pure profit — each quarter going forward.

Combined, the end of US regulatory credits and EV tax credits could jeopardize more than half of Tesla’s profits, according to JPMorgan estimates.

Ford continues to add to its record year of safety recalls and has now issued 102 in 2025, according to federal data. The previous highest full-year total by any automaker was GM in 2014, which issued 77.

Ford’s total is nearly 5x the second-highest automaker on the list, RV company Forest River. The sum is more than the combined 2025 recall totals of rivals Chrysler, VW, GM, Mercedes-Benz, Honda, and BMW — all of which crack the top 12.

Recall costs are piling up for Ford, which also is expecting a $1.5 billion tariff hit this year. In its second-quarter earnings report, Ford said it’s made $2.8 billion in payments for warranty and field service actions in the first half of the year, or about $15.5 million per day.