Nvidia's growth story is closely tied to its access to the Chinese market, which currently faces restrictions. While its data center business has grown without GPU sales in China, regaining access could significantly boost Nvidia's expansion, as seen in recent stock rallies linked to developments at the Trump-Xi summit. The Vera Rubin AI chip is a key driver for the second half of the year, with increasing demand for AI inference. However, risks remain, including lack of guidance on China sales and potential inventory write-downs if sales do not resume there. Nvidia is set to release its Q1 FY27 earnings soon, which investors will watch closely for updates on these factors.
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...
