The 30-year U.S. Treasury yield rose to 5.18%, its highest since 2007, causing a sell-off in long-duration Treasury ETFs and raising concerns about sustained high interest rates. This surge impacts not only bonds but also the valuations of growth stocks, especially in technology and AI sectors like Nvidia, as higher yields increase borrowing costs and reduce the attractiveness of future cash flows. Investors are watching Nvidia's upcoming earnings closely, but the rising cost of money may overshadow AI-driven market optimism if yields continue climbing. The last time yields were this high was before the 2008 financial crisis, adding psychological weight to current market fears.
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-...
The SPDR NYSE Technology ETF (XNTK) has significantly outperformed the Invesco QQQ Trust (QQQ) over the past year, returning 51.65% compared to QQQ's 28.43%. XNTK uses an equal-weight approach focusing solely on about 35 tech leaders, capturing broad...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
