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Nvidia’s $150 billion bet trumps AMD
TheStreet86d agoneutral
Nvidia’s $150 billion bet trumps AMD

Nvidia (NVDA) is making a significant worldwide push as the artificial intelligence competition continues to accelerate across the computer industry. Nvidia CEO Jensen Huang said on May 27 that the business aims to invest as much as $150 billion a year in Taiwan, highlighting the island’s growing ...

US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
Reuters86d agoneutral
US takes step to halt Nvidia AI chip shipments to Chinese firms outside China

The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may ‌have led companies to export the world's most advanced chips - like Nvidia's most ‌sophisticated Rubin and Blackwell processors, as well as AMD's MI350x - to Chinese entities located outside China. The unexpected ​guidance suggests the United States' best AI chips may have been making their way to the subsidiaries of Chinese AI firms based in places like Malaysia for almost a year despite broader U.S. efforts to starve Chinese firms of semiconductors needed to develop critical ‌AI capabilities. The new guidance was ⁠posted on the Commerce Department's website on Sunday.

What are the Best Cryptocurrencies to Buy in June?
24/7 Wall St.86d agobullish
What are the Best Cryptocurrencies to Buy in June?

The White House set July 4 as its target for President Trump to sign the CLARITY Act into law, and SEC chair Paul Atkins has publicly urged Congress to pass the bill so the SEC and CFTC can begin implementation. The bill has already cleared the House of Representatives and the Senate Banking Committee, and ... What are the Best Cryptocurrencies to Buy in June?

Solana ETFs See Zero Outflows in May: Is a SOL Price Surge Coming?
24/7 Wall St.86d agobullish
Solana ETFs See Zero Outflows in May: Is a SOL Price Surge Coming?

Solana (CRYPTO: SOL) has spent most of 2026 under pressure, with prices down, sentiment mixed, and patience wearing thin for investors who bought higher. Now institutional money has started moving into SOL spot ETFs with a consistency that is hard to ignore, stringing together an 11-day inflow run with no outflow days recorded for the ... Solana ETFs See Zero Outflows in May: Is a SOL Price Surge Coming?

The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names
24/7 Wall St.87d agoneutral
The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties. Your brother-in-law at Goldman is up 10.07% in the S&P 500. Your friend who only buys the Nasdaq 100 ... The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

NVIDIA Infineon Power Partnership Puts Data Center Story In New Focus
Simply Wall St.87d agobullish
NVIDIA Infineon Power Partnership Puts Data Center Story In New Focus

Nvidia and Infineon are partnering to introduce an 800V DC power architecture into Nvidia's MGX AI Factory ecosystem. The collaboration targets next generation AI data centers, aiming to improve energy efficiency and system density by simplifying power conversion. This extension of the MGX ecosystem focuses on power delivery, not just compute hardware, and is positioned for large scale AI workloads. Nvidia, listed on NasdaqGS:NVDA, is widely associated with AI compute. This move shows the...

June Labeled ‘Crunch Point’ as Energy Reserves Burn Through and Rate Hikes Loom
24/7 Wall St.87d agoneutral
June Labeled ‘Crunch Point’ as Energy Reserves Burn Through and Rate Hikes Loom

The host of Reuters Morning Bid opened the week with a framing that might make investors pause. The current macro environment looks calmer on the surface than the underlying conditions actually warrant, and June is when that gap may close. Two pressures are converging at the same time: energy reserves are depleting due to the ... June Labeled ‘Crunch Point’ as Energy Reserves Burn Through and Rate Hikes Loom