Mag-7 companies are forecasted to see earnings growth of 32.2% in the second quarter, compared to 26.0% for the S&P 500, marking the smallest growth difference since 2023. Nvidia is the primary driver, responsible for nearly 65% of the group's earnings growth. Without Nvidia, the remaining six companies (Mag-6) would show a much lower growth rate of 14.8%. This highlights Nvidia's significant influence on the tech sector's earnings performance this quarter.
SK Group and NVIDIA have announced a $500 billion-plus partnership to develop AI infrastructure, including a 2-gigawatt AI factory by SK Telecom using NVIDIA's DSX platform and Vera Rubin accelerated computing. This initiative aims to meet growing gl...
NAVER, NVIDIA, and Brookfield announced plans to expand Korea's AI factory infrastructure at NAVER's GAK Sejong data center from 55 megawatts to 200 megawatts by 2028, with NAVER aiming for a gigawatt-scale AI infrastructure. This expansion will supp...
At age 58 with $350,000 in low-yield accounts, investing in three ETFs can optimize retirement savings: SPY for growth via U.S. mega-cap stocks, DGRW for rising dividend income from quality companies, and USFR for stability with floating-rate Treasur...
The semiconductor sector, which outperformed in early 2026, is experiencing a pullback in July due to profit-taking, high valuations, and unwinding of leveraged trades following a strong AI-driven rally. Despite declines, major semiconductor ETFs lik...
Yields on bonds climbed this week after Alphabet increased its capital expenditure forecast for AI development, sparking fears that other major tech companies like Amazon and Meta will follow. Fixed-income investors are demanding higher credit spread...
