Semiconductor stocks, led by giants like NVIDIA, AMD, and Intel, have surged significantly this year but are showing signs of cooling, with GPU rental prices dropping and sentiment turning bearish. Despite this, historical patterns indicate these pauses usually precede further gains rather than a market top. Strong fundamentals, including robust revenue growth and large cloud supply commitments, support continued expansion in the sector. Investors are advised to consider the long-term growth potential amid short-term volatility.
A new report by Culper Research claims Nvidia's China-related compute business is larger than publicly stated, with over 20% of its 2026 compute revenues allegedly driven by Chinese demand through illegal channels and intermediaries in Southeast Asia...
The global AI in life sciences market is projected to expand at a compound annual growth rate (CAGR) of about 20% from 2026 to 2034, reaching an estimated value of $11.5 billion. This growth is fueled by increasing demand for faster drug discovery, p...
Craig Johnson of Piper Sandler warns that the US tech sector now makes up 41% of investable assets, a level not seen since the 2000 dot-com bubble peak. This concentration is driven by a few mega-cap stocks like NVIDIA, Apple, and Microsoft, which to...
Piper Sandler's Craig Johnson advises investors to keep expectations low for the Trump-Xi summit, anticipating modest deals mainly in aircraft and agricultural products. The market has already priced in subdued outcomes, reducing the risk of disappoi...
NVIDIA CEO Jensen Huang was invited last minute by President Trump to join Air Force One during a refueling stop in Alaska en route to a key summit in Beijing. This unexpected inclusion signals a potential thaw in U.S.-China tensions over NVIDIA's GP...
