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Key Points Nvidia (NASDAQ: NVDA) is heading to China this week, with CEO Jensen Huang accompanying President Trump on his visit to meet with President Xi Jinping, and announcing a deal that will permit it to ship H200 artificial intelligence chips to the Middle Kingdom. Nvidia stock is up more than 2% on the news, ...
Key Points Microsoft’s commercial remaining performance obligations have surged to roughly $625 billion, showing multiyear contracted revenue visibility that far exceeds peers and is heavily driven by AI workloads. The company is locking in GPUs, land, and long-term power (including multidecade energy deals) because compute capacity is the real constraint in the AI era. Microsoft’s ...
Netflix NFLX has shed roughly 16% over the past month, underperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector, prompting investors to question whether the stock’s long-term investment thesis remains intact. The global streaming leader has navigated a turbulent macro environment, yet a closer look at its first-quarter 2026 results, ...
Here’s a quick recap of the crypto landscape for Wednesday (May 13) as of 11:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$80,794.77, trading flat over a 24 hour period. Chart via TradingView Bitcoin price performance, May 13, ...
Key Points Full-size trucks and SUVs helped power Ford’s first-quarter earnings beat. For a second consecutive year, Ford is unleashing an employee pricing promotional strategy. Inventory is tighter than normal on F-Series trucks due to a supplier fire. 10 stocks we like better than Ford Motor Company › Full-size trucks have long been known to ...
Key Points Cerebras, with its high-powered compute for AI, aims to rival chip giant Nvidia. The young chip designer recently signed a deal that makes its chips available through Amazon Web Services, the world’s biggest cloud provider. 10 stocks we like better than Nvidia › Artificial intelligence (AI) players have been among the hottest stocks ...
Key Points Direxion Daily Semiconductor Bull 3X ETF (NYSEMKT: SOXL) has been a market-beater in recent years, but it was a different story today. The exchange-traded fund (ETF) highlighted the downside of leveraged funds, falling as much as 20.9% at 1 p.m. ET as investors rotated out of lofty valuations in the chip sector. Why ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Equity Factor Rotation Active ETF (Symbol: DYNF) where we have detected an approximate $337.0 million dollar inflow — that’s a 1.0% increase week over week in outstanding units (from 531,425,000 to 536,525,000). Among ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (Symbol: GSLC) where we have detected an approximate $308.0 million dollar inflow — that’s a 2.3% increase week over week in outstanding units (from 114,000,000 to 116,600,000). ...
Listen to the audio version of this article (generated by AI). We’ve had too much fun, too fast! Last week, the S&P 500 hit its 15th straight record high this year. And when things get this good, you can’t help but wonder if the market is overheated. Consider this… CNBC recently reported that only 22% ...
