NVIDIA reported a record $81.61 billion revenue in Q1 FY2027, driven by a 92% surge in data center sales. Despite this, shares have only risen 13.22% year-to-date due to concerns over China revenue drop, large supply commitments, and market volatility. Analysts remain bullish with a consensus target near $297, while internal models suggest NVIDIA could reach $400 per share by 2029 if EPS grows to $11+ and AI infrastructure demand sustains. Key risks include potential hyperscaler spending pauses and China export restrictions.
China's LineShine supercomputer, built by the Shenzhen Cloud Computing Center, has become the world's fastest, overtaking the US's El Capitan. This marks the first time since 2017 that China holds the top spot, with LineShine performing 20% better on...
The Technology Select Sector SPDR Fund (XLK) charges a low expense ratio of 0.08%, but its real cost lies in its heavy concentration in just a few tech stocks like NVIDIA, Apple, and Microsoft, which together make up 40% of its assets. This concentra...
On June 23, 2026, the leveraged semiconductor ETF SOXL fell sharply by 23.06% in a single session, much more than its non-leveraged peers SOXX and SMH, which dropped around 7-8%. SOXL aims to deliver 3 times the daily performance of the semiconductor...
Vanguard's S&P 500 ETF (VOO) charges a very low fee of 0.03%, making it one of the cheapest index funds, but it is heavily weighted towards a few large tech companies, especially those in AI. This concentration means investors are exposed to risks fr...
Billionaire Philippe Laffont predicts artificial intelligence will define the next economic era, potentially creating the first $10 trillion company within 10-15 years and boosting global GDP growth by 1-1.5% annually over the next two decades. He hi...
