Traders are betting on the rental price of Nvidia's H100 AI chip, with current market rates indicating high demand for AI computing power. The Ornn H100 Index tracks hourly rental prices, which surged 40% from late 2025 to early 2026 due to a compute shortage driven by AI applications. Prices above $2.30 per hour suggest demand still exceeds supply, while a drop below $2.00 would indicate easing demand. This new market for compute power reflects the growing importance of AI in technology and finance, with futures contracts planned to allow direct trading on AI compute demand without owning tech stocks.
Semiconductor stocks, including AMD, Intel, and Nvidia, are showing strong bullish momentum with prices expected to rise further. AMD aims to reach $580, supported by short-term buyers, while Intel looks poised to climb towards $140 after forming a b...
The Invesco AI and Next Gen Software ETF (IGPT) is rated a BUY due to its focus on semiconductor, memory, and infrastructure companies benefiting from AI-related capital spending. Despite its broad name, IGPT mainly invests in AI infrastructure leade...
Jim Cramer expressed concern that the recent surge in stock and bond offerings, including major deals from companies like Alphabet, SpaceX, and Amazon, might overwhelm investor demand and threaten the ongoing bull market. He highlighted discounted of...
Nvidia's stock has dropped to its lowest forward price multiple since 2019 despite strong earnings growth and a dominant position in the AI market. Concerns about the AI sector are considered exaggerated, with demand for computing power still underfu...
Bank of America reaffirmed its 'Buy' rating on Nvidia, highlighting the company's dominant position in AI infrastructure spending with a potential 65-70% market share long term. Despite concerns about rising memory costs and competition, the bank bel...
