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VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
24/7 Wall St.47d agoneutral
VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

This Week In AI Chips - Blockchain Meets Stocks With Onchain Tokenization Trends
Simply Wall St.47d agoneutral
This Week In AI Chips - Blockchain Meets Stocks With Onchain Tokenization Trends

Recent developments in the AI chip sector have seen a significant shift towards onchain tokenization of real-world assets, as evidenced by a new partnership between Bitget Wallet and Robinhood Crypto. This collaboration enables the integration of Robinhood Chain, an Ethereum Layer 2 solution, within Bitget Wallet, allowing users to trade Stock Tokens representing major companies like NVIDIA, Google, and Apple. The initiative demonstrates the growing trend of incorporating traditional finance...

3 Market-Beating Stocks Worth Investigating
StockStory47d agobullish
3 Market-Beating Stocks Worth Investigating

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Jim Cramer Explains How NVIDIA Can Change “Direction of the Price”
Insider Monkey47d agoneutral
Jim Cramer Explains How NVIDIA Can Change “Direction of the Price”

NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in the second quarter, Cramer mentioned the company and its possible competitors. Six: NVIDIA. NVIDIA, down just over 5% this month. At these levels, […]

Jim Cramer Says If Jensen Huang Is Right, Marvell Has “A Lot More Upside”
Insider Monkey47d agoneutral
Jim Cramer Says If Jensen Huang Is Right, Marvell Has “A Lot More Upside”

Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted NVIDIA CEO’s endorsement of the company, as he remarked: Marvell Tech’s next. It got optical networking, and most important is the endorsement of NVIDIA CEO Jensen […]

Bitdeer (BTDR) Signs Major Norway AI Data Center Lease As Business Focus Shifts
Simply Wall St.47d agoneutral
Bitdeer (BTDR) Signs Major Norway AI Data Center Lease As Business Focus Shifts

Bitdeer Technologies Group (NasdaqCM:BTDR) has signed a major colocation lease for its Tydal, Norway AI data center. The facility is planned as one of Europe's largest AI data centers by installed capacity and is designed for Nvidia's Vera Rubin platform. The agreement marks a key step in Bitdeer's move from Bitcoin mining toward a focused hyperscale AI infrastructure business. Bitdeer Technologies Group is moving deeper into AI infrastructure, with the new colocation lease in Tydal putting...