UBS argues that recent fears about "circular financing" in AI infrastructure deals are misplaced, emphasizing that chip suppliers, not hyperscalers like Amazon or Google, are bearing the financial burden. Despite media reports of massive lease agreements by Nvidia and AMD, UBS highlights that hyperscalers' capital expenditures are driven mainly by rising memory prices, not increased compute demand. The bank projects strong free cash flow for Nvidia, Micron, and AMD through 2028 and expects hyperscaler spending to ease as memory prices normalize, which should benefit the AI sector in the long term.
Direxion introduced six new Defined Income Boost ETFs on July 29, 2026, targeting major tech companies like Google, Meta, Nvidia, Tesla, Micron, and Palantir. These ETFs aim to provide investors with income—targeting 20% annualized—through selling ca...
Apple's market value surged to $5 trillion, driven by a 21.5% stock price increase over the past month, surpassing Nvidia as the most valuable company. This growth is notable as Apple is less tied to AI than competitors like Nvidia and Micron, which ...
JPMorgan BetaBuilders U.S. Equity ETF (BBUS) now offers a 0.02% expense ratio, slightly cheaper than Vanguard's Total Stock Market ETF (VTI). BBUS tracks the top 85% of the U.S. equity market by capitalization, focusing on large- and mid-cap stocks a...
The Federal Reserve's interest rate decision today is expected to cause volatility in the markets, especially impacting semiconductor stocks tied to artificial intelligence such as Nvidia, AMD, and Intel. Nvidia is showing some technical support by b...
South Korean chipmaker SK Hynix reported record earnings driven by AI demand but fell short of market expectations, causing its shares to drop nearly 10%. This contributed to a broader selloff in Asian chip stocks, with South Korea's KOSPI index fall...
