The Technology Select Sector SPDR Fund (XLK) charges a low expense ratio of 0.08%, but its real cost lies in its heavy concentration in just a few tech stocks like NVIDIA, Apple, and Microsoft, which together make up 40% of its assets. This concentration risk means investors doubling down if they also hold S&P 500 funds, exposing them to bigger losses if these top stocks stumble. XLK also has tax implications due to quarterly rebalancing. A broader alternative like Vanguard's VGT offers similar tech exposure with more diversification, reducing single-stock risk. Investors should consider if they want focused tech bets or broader sector exposure before buying XLK.
TSMC and ASML have both increased their guidance, indicating ongoing supply constraints in AI infrastructure. Nvidia's Rubin N3 node is fully booked, and CoWoS capacity has expanded by nearly 50%, supporting strong demand. Concerns about Nvidia's Kyb...
Nvidia introduced Cosmos 3 Edge, a new AI model designed for robots and vision AI agents to navigate physical environments in real time. The company is expanding its AI ecosystem in Japan by partnering with major local firms like Fujitsu, Hitachi, an...
Netlist has prompted the US International Trade Commission (ITC) to investigate Samsung and its customers Google, Supermicro, Nvidia, and Broadcom for allegedly infringing two Netlist patents related to Samsung's high-bandwidth memory and DDR5 memory...
NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megaw...
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
