The S&P 500 marked its longest winning streak since December 2023 with eight consecutive weeks of gains, even as the Federal Reserve signals potential rate hikes due to persistent inflation. U.S. manufacturing is booming, driven by massive AI infrastructure investments, while consumer sentiment hits a historic low amid rising living costs. Nvidia reported record revenues and strong future guidance, underscoring the market's confidence in the AI-driven growth despite economic challenges. The market appears to believe the AI boom can outpace both Fed tightening and consumer caution.
Webull CEO Anthony Denier reveals that retail investors now hold a wider range of AI-related stocks, growing from 3% to 9% over two years. This shift shows confidence in AI as a long-term investment, with interest spreading beyond headline chip stock...
A report from the Center for a New American Security reveals that Nvidia supplies GPUs for 52% of sovereign AI infrastructure projects worldwide, making it the dominant hardware provider in this space. Despite governments investing heavily in nationa...
The Schwab U.S. Large-Cap Growth ETF (SCHG) appears diversified with 197 stocks but is actually heavily concentrated, with its top 10 holdings—mainly mega-cap tech giants like NVIDIA, Apple, and Microsoft—making up 59% of the portfolio. This concentr...
The global data center semiconductor market is projected to grow from $86.8 billion in 2024 to $265.8 billion by 2029, at a CAGR of 25.1%. This rapid growth is fueled by the shift toward custom silicon and specialized processors to optimize performan...
Nvidia's stock has risen 18% so far in 2026, driven by strong earnings growth expectations that have lowered its forward price/earnings ratio from 24.5 to 21.4. The company is now the largest in the S&P 500 with a market capitalization of $5.31 trill...
