Following President Trump's China visit, Nvidia secured a deal to sell AI chips to Chinese firms, signaling a potential market reopening. However, Chinese regulators quickly imposed tighter scrutiny on Nvidia's products, reflecting Beijing's cautious stance amid US-China tech tensions. Meanwhile, AMD is reportedly deepening ties with Chinese officials, suggesting it may have a smoother path to growth in China. For investors, AMD's growing presence and lower geopolitical risk could offer a more reliable opportunity in China's AI chip market over the next 1-2 years, despite Nvidia's dominant AI GPU position.
The US economy is showing robust growth with the S&P 500 earnings up 27.7% in Q1, driven by tech sector gains like 50% earnings growth in IT and nearly 49% in communication services. This strength dispels recession fears and bubble concerns, as valua...
The Themes Generative Artificial Intelligence ETF (WISE), which holds a mix of AI-related stocks including hardware giants and startups, has underperformed Nvidia significantly in 2026. Nvidia and AMD, key players in AI infrastructure, are driving mo...
The Invesco PHLX Semiconductor ETF (SOXQ) has returned 49% year-to-date and 125% over the past year by focusing on semiconductor companies that supply hardware for AI and hyperscaler data centers. The fund avoids software vendors and infrastructure r...
CoreWeave has raised over $20 billion in 2026 through loans and investments, including a $3.1 billion GPU-backed loan tied to major customer contracts. This financing reflects growing confidence in GPUs as critical infrastructure for AI workloads. De...
Nebius Group CEO Arkady Volozh highlighted how even a few percentage points increase in borrowing costs could severely impact the economics of AI infrastructure buildout. Despite strong Q1 revenue growth of 279.6% year-over-year, Nebius missed revenu...
