The S&P 500 has achieved a historic nine-week winning streak, one of the longest since 1950, with every trading day last week reaching new highs. Despite high market valuations, opportunities remain in sectors like Financials, Healthcare, Consumer Staples, and small-cap stocks, indicating selective chances for new investments. Market leadership is expanding beyond traditional growth stocks to include high beta, technology, and Korean equities, while energy and defensive sectors lag. Investor flows favor renewable energy and technology over fossil fuels and defensive sectors, highlighting shifting market trends and momentum in these areas.
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-...
