The S&P 500 has risen 10.7% year-to-date and is just 0.45% below its all-time closing high, showing strong bull market momentum. Technology stocks, especially the top seven tech giants, led a 4.9% rebound last week, while small caps and materials lagged behind. Commodities and energy sectors outperformed, but the recent oil price bounce is seen as temporary, with expectations for energy prices to decline again. Rising 10-year Treasury yields approaching 5% could threaten market stability by prompting a Federal Reserve rate hike and causing negative reactions in equities.
Nvidia is strategically investing in the AI ecosystem by subsidizing major AI infrastructure projects, similar to how a nation-state might operate. This approach is aimed at expanding its future market and creating a strong competitive moat. Early si...
Nvidia and Salesforce reported better-than-expected quarterly earnings, challenging key bearish views on their businesses. Salesforce showed its strongest sales growth in four years and expanded AI partnerships, easing fears that AI would reduce dema...
Nvidia Corporation is considered significantly undervalued despite its stock price rising 7% to $224 per share. The company is expected to achieve 70% revenue growth by fiscal year 2028, supported by strong demand that outpaces supply and $279 billio...
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
Nvidia's Q2 earnings report triggered a rally in tech stocks, particularly in software, reflecting investor confidence in AI applications. Nvidia is using cash flow from its chip business to acquire and invest in AI application and tooling companies,...
