Nvidia has invested $3.5 billion in convertible bonds issued by MediaTek as part of a new partnership to integrate Nvidia technology with MediaTek's custom AI chip business. This collaboration aims to expand MediaTek's presence in the data center market and includes joint work on AI chips for PCs and cars. MediaTek, a leading smartphone chipmaker and Qualcomm rival, is diversifying into AI and data center chips, potentially challenging established players like Broadcom. The deal supports Nvidia's strategy to remain central in AI infrastructure as companies develop their own AI chips.
JPMorgan introduced two new ETFs, ROCY and ROCQ, designed to reduce the tax burden on income for investors holding shares in taxable accounts. Unlike JEPI, which generates mostly ordinary income taxable annually, these new funds focus on return-of-ca...
Vanguard's VGT ETF, though appearing diversified with 324 holdings, is heavily concentrated in semiconductor stocks, especially those tied to AI chips like NVIDIA, which alone makes up about 17% of the fund. This concentration means the fund's future...
August saw notable market volatility amid ongoing Middle East tensions and record diesel crack spreads. Strong earnings growth in the S&P 500 was led by AI chipmakers like NVIDIA, though concerns about vendor financing and credit risk are rising. Fed...
Nvidia announced a program to earn revenue twice on each chip sold—once at sale and again through sharing cloud profits with smaller cloud providers. The plan aimed to create recurring revenue by financing hardware purchases and sharing cloud usage p...
Nvidia Corporation continues to show strong growth and profitability driven by high demand from hyperscalers and NeoCloud clients. Despite its valuation dropping to a 28x price-to-earnings ratio, Nvidia's Q2 FY27 net income surged 126% year-over-year...
