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Tencent Chip Setback And Nexon Renewal Reframe AI And Gaming Outlook
Simply Wall St.103d agoneutral
Tencent Chip Setback And Nexon Renewal Reframe AI And Gaming Outlook

Tencent Holdings (SEHK:700) is reported to be facing halted deliveries of advanced Nvidia AI chips after intervention from Chinese authorities, despite prior approval from the U.S. government. The chip delivery issue is unfolding while Nvidia's CEO is participating in a high level U.S. China summit focused on technology and trade. At the same time, Tencent has renewed a decade long gaming partnership with Nexon, securing continued rights to a key online game in China. Tencent sits at the...

Jim Cramer Can’t Understand How NVIDIA (NVDA) Got Cheaper
Insider Monkey103d agoneutral
Jim Cramer Can’t Understand How NVIDIA (NVDA) Got Cheaper

We recently published Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one the stocks discussed by Jim Cramer. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is in the news these days as its CEO Jensen Huang visits China with President Trump. Over the past month, the stock is up […]

Another billionaire dumps mega-cap stock for AI bet
TheStreet103d agoneutral
Another billionaire dumps mega-cap stock for AI bet

Stanley Druckenmiller is one of the most-watched money managers on Wall Street, and his Duquesne Family Office Q1 2026 13F filing just landed. The headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had ...

Kioxia Shares Awash in Buy Orders After AI-Driven Profit Surge
Bloomberg104d agoneutral
Kioxia Shares Awash in Buy Orders After AI-Driven Profit Surge

(Bloomberg) -- Kioxia Holdings Corp.’s shares were untraded in a glut of buy orders Monday morning after the supplier of storage for AI data centers reported soaring profit and gave an outlook that trounced expectations.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded a

Asia shares slip, oil prices pile pressure on bonds
Reuters104d agobullish
Asia shares slip, oil prices pile pressure on bonds

By Wayne Cole SYDNEY, May 18 (Reuters) - Asia share markets slipped on Monday as fresh drone attacks in the Gulf pushed up oil prices and bond yields, while the AI boom is set to be tested by earnings

Agentic AI Powers U.S. Healthcare Stocks
24/7 Wall St.104d agoneutral
Agentic AI Powers U.S. Healthcare Stocks

Healthcare payrolls keep climbing, and hospital systems, payers, and clinics are now openly treating agentic AI as the cheapest unit of labor on the market. Stocks trading under $20 with credible agentic AI products pointed at this cost problem are scarce, which is why a small group of names is drawing fresh attention from investors ... Agentic AI Powers U.S. Healthcare Stocks

Whirlpool’s CEO Warns Consumer Spending Today Looks Like the 2008 Financial Crisis
24/7 Wall St.104d agoneutral
Whirlpool’s CEO Warns Consumer Spending Today Looks Like the 2008 Financial Crisis

Whirlpool (NYSE:WHR) CEO Marc Bitzer is making one of the bluntest recession comparisons of this earnings cycle. According to the Morning Brew Daily podcast segment covering the company’s Q1 results, CEO Bitzer told investors: “This level of industry decline is similar to what we have observed during the global financial crisis and even higher than ... Whirlpool’s CEO Warns Consumer Spending Today Looks Like the 2008 Financial Crisis

AI Debt Now 15% of Corporate Bond Market, Creating New Concentration Risk
24/7 Wall St.104d agoneutral
AI Debt Now 15% of Corporate Bond Market, Creating New Concentration Risk

A new concentration risk is building inside the corporate bond market, and it mirrors what investors are already experiencing with the Magnificent Seven in the S&P 500 index. According to a recent episode of Morningstar’s Investing Insights podcast, AI-related corporate debt now accounts for roughly 15% of the entire corporate bond universe, a share the ... AI Debt Now 15% of Corporate Bond Market, Creating New Concentration Risk

Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125
24/7 Wall St.104d agoneutral
Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

This Is the Only AI ETF You Need to Hold During the Capex Boom
24/7 Wall St.104d agoneutral
This Is the Only AI ETF You Need to Hold During the Capex Boom

The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center buildout in corporate history. PTF markets itself as a technology momentum strategy that mechanically rotates into whatever tech stocks have been winning, and ... This Is the Only AI ETF You Need to Hold During the Capex Boom

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement
24/7 Wall St.104d agoneutral
We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the Table, co-host Bo Hanson described a couple, Robert and Carrie, who had done almost everything right. They saved diligently into pre-tax retirement accounts and built a healthy portfolio. Then their planner ran the numbers forward. Hanson’s diagnosis: ... We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

NVIDIA SAP AI Push Meets China Export Uncertainty For H200 Chips
Simply Wall St.104d agoneutral
NVIDIA SAP AI Push Meets China Export Uncertainty For H200 Chips

NVIDIA and SAP are expanding their partnership to integrate NVIDIA’s OpenShell runtime and NemoClaw agent blueprint into SAP’s AI platforms for enterprise AI agents. The collaboration is aimed at improving trust, governance, and deployment standards for AI agents used across specialized business workflows. Separately, Nvidia’s H200 AI chip exports to major Chinese tech companies remain on hold, as Beijing blocks shipments despite U.S. government approval. These export frictions follow CEO...

One Low-Cost ETF For Europe, Japan, And A Lot Of Stocks Americans Ignore
24/7 Wall St.104d agoneutral
One Low-Cost ETF For Europe, Japan, And A Lot Of Stocks Americans Ignore

American investors have a home-country problem. Roughly 60% of global market capitalization sits in U.S. stocks, but most U.S. brokerage accounts hold something closer to 100%. The iShares Core MSCI EAFE ETF (NASDAQ:IEFA) is the boring, large, cheap answer to that imbalance, with $169.6 billion in net assets and a fee of 0.07%. That fee ... One Low-Cost ETF For Europe, Japan, And A Lot Of Stocks Americans Ignore

Howard Lindzon on Seed Investing: Why Most of Your Bets Will Fail: and Why That’s Okay
24/7 Wall St.104d agoneutral
Howard Lindzon on Seed Investing: Why Most of Your Bets Will Fail: and Why That’s Okay

Howard Lindzon does something most venture capitalists would never do: he tells his limited partners, upfront, that most of his bets will fail. The StockTwits CEO and Social Capital founder describes his seed fund using a metaphor he borrowed from a Larry David sensibility. “You are betting on me to hang 30 pieces of art ... Howard Lindzon on Seed Investing: Why Most of Your Bets Will Fail: and Why That’s Okay