Nvidia updated its stock portfolio to $63.4 billion as of June 30, 2026, a sharp rise from $18.4 billion the previous quarter. This growth was driven by gains in existing holdings and a new $21 billion position in SpaceX, marking Nvidia's first public disclosure of this stake. Intel remains the largest holding at about $30 billion, though its portfolio share decreased. Together, Intel and SpaceX make up over 75% of Nvidia's portfolio, highlighting a concentrated investment strategy focused on chipmakers and AI-related companies. Market values have since shifted, with declines in both Intel and SpaceX shares.
The four largest cloud buyers—Microsoft, Meta, Alphabet, and Amazon—are set to spend about $500 billion in 2024 on AI infrastructure, driving up electricity and water usage significantly. This surge is pushing U.S. residential power prices higher and...
Three major large-cap growth ETFs—Schwab SCHG, Vanguard VUG, and Invesco QQQ—offer different approaches to capturing growth, especially in AI and tech sectors. QQQ, tracking the Nasdaq-100, outperformed with a 10-year return of about 513%, benefiting...
At its GTC 2026 conference, NVIDIA CEO Jensen Huang declared that every industrial company will become a robotics company, signaling a strategic shift toward robotics and physical AI. NVIDIA introduced Isaac GR00T humanoid robot models and new AI fra...
On July 29, 2026, Vanguard changed the benchmark index for its Growth ETF (VUG) from the CRSP US Large Cap Growth Index to the Morningstar US Large Cap Growth Index following Morningstar's acquisition of CRSP. The fund's investment strategy and holdi...
NVIDIA announced a $500 billion financing plan to support AI infrastructure development, signaling strong market confidence. The company reported impressive Q1 FY2027 results, with revenue up 85% year-over-year and strong data center growth. NVIDIA's...
