The S&P 500 remains close to its all-time highs but is showing signs of struggle, with gains concentrated in a few major tech stocks known as the Mag 7. Broader market participation is weakening, and smaller stocks are underperforming. Energy and Communication Services sectors outperformed recently, driven by commodity flows like crude oil amid rising economic challenges. Market sentiment could shift if large tech companies reduce spending on AI infrastructure, making CAPEX trends an important early indicator to watch.
Nvidia's stock performance in the fourth quarter has been strong historically, with gains recorded in 20 of the past 27 years. This trend suggests potential positive momentum for investors as the year closes. While past performance doesn't guarantee ...
Super Micro Computer's stock fell 8% to $35.85 following a contractor's guilty plea in a scheme diverting AI servers with NVIDIA chips to China, raising federal scrutiny of its supply chain. Although the stock is up 22% in 2026, it significantly trai...
Citi strategist Scott Chronert projects the S&P 500 could reach 8,100 by year-end if both AI-driven and rate-sensitive sectors perform well. While AI-related stocks like NVIDIA and Microsoft have risen, sectors sensitive to interest rates such as uti...
NVIDIA has introduced new CUDA-X libraries, including cuPotential, to accelerate AI-driven semiconductor design and manufacturing. These tools help simulate atomic interactions, process 3D data, and analyze images faster, enabling AI-defined fabs to ...
Nvidia Corporation has expanded its share repurchase authorization by an additional $150 billion, bringing the total to $235 billion. This move represents about 4.3% of Nvidia's market capitalization and signals a strong commitment to returning capit...
