Nvidia's stock is underperforming the broader semiconductor sector by the widest margin in over two years, rising only 10% year-to-date in 2026 compared to the sector's 55% gain. This contrasts sharply with Nvidia's 171% surge in 2024 during the AI boom. Meanwhile, Alphabet is gaining ground as a top market cap contender, rising 45% this year and challenging Nvidia's dominance in AI hardware. Despite this, Goldman Sachs maintains a 'Buy' rating on Nvidia with a $250 price target, viewing the current lag as a potential buying opportunity ahead of Nvidia's upcoming earnings report and its $1 trillion data center market potential.
Nvidia introduced Cosmos 3 Edge, a new AI model designed for robots and vision AI agents to navigate physical environments in real time. The company is expanding its AI ecosystem in Japan by partnering with major local firms like Fujitsu, Hitachi, an...
Netlist has prompted the US International Trade Commission (ITC) to investigate Samsung and its customers Google, Supermicro, Nvidia, and Broadcom for allegedly infringing two Netlist patents related to Samsung's high-bandwidth memory and DDR5 memory...
NVIDIA and Noetra Corp. are partnering to build Japan's first national AI infrastructure, the NVIDIA Vera Rubin AI factory, featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. Supported by Japan's Ministry of Economy, Trade and Industry, this 140-megaw...
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...
