The Strive US Semiconductor ETF (SHOC) remains a high-conviction buy due to Nvidia's impressive earnings and increased capital expenditure by hyperscalers. The ETF's portfolio is now heavily concentrated, with Nvidia and Micron making up about one-third of its assets, boosting exposure to AI and memory technology cycles. Nvidia's relatively low valuation and Micron's strong sales of high-bandwidth memory support potential price gains. Despite risks from interest rates, portfolio concentration, and cyclical memory margins, SHOC's focus on Nvidia is seen as a positive driver going forward.
Nvidia's strong earnings and Micron's memory sales highlight the focus of the SHOC ETF, which heavily features these two tech giants. On Pluang, Nvidia trades at USD 227.62 with a slight 1-day dip of 0.39%, while Micron is priced at USD 943.89, down 0.96% as of Oct 14, 2026, 18:51 WIB. Despite short-term declines, Nvidia's market cap stands at $5.52 trillion, reflecting its dominant position in the sector.
AMD posted record revenue driven by a 50% rise in Data Center sales, highlighting its Helios racks as a cost-effective alternative to Nvidia's AI platform. While Nvidia's Data Center revenue more than doubled, AMD claims its Helios offers up to 30% m...
Prediction market data shows Nvidia stock has an 87% chance to reach $232 by October 31, 2026, but lower odds for higher targets like $240 or above. On the downside, there's a 72% chance it could drop to $224. This volatility comes as Nvidia faces ri...
Chip and AI stocks fell sharply between 4.6% and 12.5% over five days following a report from Chinese company ChangXin Memory Technologies about progress in memory cell architecture research. This news triggered a selloff across tech stocks, includin...
The Fitz-Gerald Must Have Portfolio ETF (FITZ) receives a Buy rating for its diversified, actively managed approach targeting high-growth sectors like AI with stocks such as NVDA, AMD, and AVGO, balanced by stable, cash-generative companies in energy...
NVIDIA has committed $250 million over five years to support agentic safety and security research in the UK, providing $50 million annually in compute resources. This initiative will aid UK research groups including BOLD, SOFAIR, and Imperial College...
