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Super Micro Faces Export Probes As AI Server Growth Story Tested
Simply Wall St.75d agobearish
Super Micro Faces Export Probes As AI Server Growth Story Tested

US and Taiwanese authorities are investigating alleged export-control and chip-smuggling violations tied to Super Micro Computer's Nvidia-based servers. A recent US Department of Justice indictment names individuals reportedly connected to Super Micro Computer's technology supply chain, while the company itself is not a defendant. Super Micro Computer has said it is cooperating with authorities and tightening compliance processes to reduce the risk of its hardware being diverted to...

SK hynix NVIDIA Alliance Puts AI Memory And Fabs In Focus
Simply Wall St.75d agoneutral
SK hynix NVIDIA Alliance Puts AI Memory And Fabs In Focus

SK hynix (KOSE:A000660) and NVIDIA have agreed a multiyear technology partnership focused on next generation memory for AI computing platforms. The collaboration covers joint development of advanced memory products tailored to NVIDIA's AI chips and systems. SK hynix plans to use NVIDIA's AI and simulation tools to upgrade manufacturing operations and AI factory infrastructure globally. For you as an investor, this sits at the intersection of two core themes: high performance memory and...

Intel stock makes eye-popping move on Google, Nvidia news
TheStreet75d agoneutral
Intel stock makes eye-popping move on Google, Nvidia news

Intel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector. Then things changed on Monday, June 8. Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the stock’s sharpest single-day moves of the year, after ...

Nokia’s AI Pivot Draws €1b NVIDIA Backing And Shifts Investor Focus
Simply Wall St.75d agoneutral
Nokia’s AI Pivot Draws €1b NVIDIA Backing And Shifts Investor Focus

Nokia Oyj (HLSE:NOKIA) has outlined a transformation into an AI focused network infrastructure and digital licensing company. NVIDIA has committed a €1b investment in Nokia, aligned with this AI driven pivot. Institutional investors, including Fidelity, have backed this shift in Nokia’s business model. For investors, the size and nature of NVIDIA’s €1b commitment, alongside backing from Fidelity, marks a clear break from Nokia’s image as a traditional telecom equipment supplier. The stock,...

Why Are Micron (MU) Shares Soaring Today
StockStory75d agobullish
Why Are Micron (MU) Shares Soaring Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 7.9% in the afternoon session after investor optimism in the AI memory sector improved, sparked by Nvidia's announcement of a multi-year technology partnership with peer SK Hynix.

Emerging Markets Are Delivering Over 22 Percent Returns and Most American Investors Are Missing It Entirely
24/7 Wall St.75d agobearish
Emerging Markets Are Delivering Over 22 Percent Returns and Most American Investors Are Missing It Entirely

The S&P 500 is up about 8% year to date. The same money parked in iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC) is up roughly 29.2%. Broad emerging markets funds like iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG) and iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) sit between those poles, up about 20% and about ... Emerging Markets Are Delivering Over 22 Percent Returns and Most American Investors Are Missing It Entirely

US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas units
Reuters75d agoneutral
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas units

A bipartisan pair of U.S. senators on Monday urged President Donald Trump's administration to tighten ‌rules on chip contract manufacturers such as Taiwan Semiconductor Manufacturing Co to ‌prevent them from making advanced AI chips for overseas subsidiaries of Chinese companies. This comes after ​the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chips such as those made by Nvidia to subsidiaries of Chinese companies located outside China. The Bureau of ⁠Industry and Security (BIS), the arm of the U.S. Commerce Department that oversees export control laws, has clarified that sales to Chinese company subsidiaries in third countries such ​as Malaysia ​require a license.

Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
24/7 Wall St.75d agoneutral
Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

These 3 S&P 500 ETFs Are Nearly Identical But After Doing the Math One of Them Saves You Money Over a Lifetime
24/7 Wall St.75d agoneutral
These 3 S&P 500 ETFs Are Nearly Identical But After Doing the Math One of Them Saves You Money Over a Lifetime

Three of the largest U.S. equity index funds on the market look like clones at first glance. Vanguard 500 Index Fund ETF (NYSEARCA:VOO), iShares Core S&P 500 ETF (NYSEARCA:IVV), and Schwab U.S. Large-Cap ETF (NYSEARCA:SCHX) all promise the same thing: cheap, passive exposure to the biggest companies in America. The marketing pitches are nearly indistinguishable. ... These 3 S&P 500 ETFs Are Nearly Identical But After Doing the Math One of Them Saves You Money Over a Lifetime