Nvidia has grown into a trillion-dollar AI leader with massive data center revenue driven by AI training. However, experts warn that a shift in AI focus from training to inference—running trained models in real time—could challenge Nvidia's current GPU-based architecture. Competitors like Cerebras are developing new wafer-scale processors optimized for inference, aiming to overcome communication bottlenecks in AI workloads. Nvidia is responding by improving inference performance, but history shows dominant tech firms can falter if they miss paradigm shifts. Investors should watch if inference becomes the next AI battleground.
Foreign investment in the US jumped 49.5% to $232.2 billion in 2025 after four years of decline, largely due to companies seeking to avoid President Trump's tariffs and benefiting from a weaker US dollar. The largest investments were in publishing, c...
Gold and silver prices fell significantly following the May inflation report and escalating US-Iran tensions. Spot gold dropped 4.26% to around $4,078 an ounce, and silver fell 2.66% to about $63.60. Inflation data showed a 0.5% rise in consumer pric...
In May 2026, three T. Rowe Price ETFs delivered strong returns, led by the Technology ETF (TTEQ) which surged 19.7%, driven largely by Nvidia (NVDA) holdings. NVDA was the top holding across TTEQ, Growth Stock ETF (TGRW), and Innovation Leaders ETF (...
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by capturing a broader range of semiconductor stocks, especially equipment makers, resulting in an 86.78% gain versus SMH's 64.11%. SOXX's index favors ...
In 2026, two ETFs with opposite strategies show a clear performance gap: the AI-centric Roundhill Magnificent Seven ETF (MAGS) is down 0.45%, while the broad-market Defiance Large Cap ex-Mag 7 ETF (XMAG) is up 10.73%. MAGS concentrates on seven mega-...
