Nvidia shares surged to new highs around $235 after the U.S. unexpectedly approved sales of its older H200 chips to China, sparking momentum in the semiconductor sector. This move contrasts with Palantir, which remains in a bear market despite strong quarterly results, facing investor skepticism and bearish bets by Michael Burry. Nvidia's valuation appears attractive given its dominance and innovation, while Palantir's high valuation and uncertain AI software market position make its outlook less certain. Investors are watching whether Palantir can overcome these challenges or if Nvidia's rally will continue to outpace it.
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...
The State Street SPDR Portfolio S&P 500 ETF (SPYM) has been selected as the default investment for the new Trump Accounts program, which provides eligible newborns with a $1,000 Treasury contribution invested in this fund. SPYM tracks the S&P 500 ind...
