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Navitas (NVTS) Hits All-Time High — Nvidia May Hold the Reason
Insider Monkey81d agobullish
Navitas (NVTS) Hits All-Time High — Nvidia May Hold the Reason

Navitas Semiconductor Corp. (NASDAQ:NVTS) is one of the 10 Stocks With Remarkable Resilience. Navitas Semiconductor climbed to a new all-time high on Wednesday, after its technology was showcased by Nvidia Corp. at the Computex 2026 in Taipei, Taiwan. In intra-day trading, the stock climbed to its highest price of $34.16 at intra-day trading before paring […]

POET Technologies (POET) Soars 11%, Mimics Industry Rally
Insider Monkey81d agobullish
POET Technologies (POET) Soars 11%, Mimics Industry Rally

POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks With Remarkable Resilience. POET Technologies saw its share prices increase by 11.29 percent on Wednesday to close at $15.38 apiece, as investors positioned their portfolios in optical companies, helped by Nvidia Corp.’s highly optimistic outlook for its counterpart. In his onstage appearance at the Computex […]

Bloomberg81d agoneutral
TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair

Qualcomm stock under pressure as Nvidia unveils new product
TheStreet81d agoneutral
Qualcomm stock under pressure as Nvidia unveils new product

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

TSMC boss upbeat on outlook as AI boom shows no sign of easing
Reuters81d agoneutral
TSMC boss upbeat on outlook as AI boom shows no sign of easing

Taiwan's TSMC, the world's largest contract chipmaker, said on ‌Thursday it is confident in its growth ‌over the next few years, driven by robust demand for ​computing power and advanced semiconductors, as it rides an AI boom. Chief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city ‌of Hsinchu, added ⁠that its customers continue to express a positive outlook for the AI industry. Taiwan has taken centrestage this week as it hosts the annual Computex conference, where leaders of some of the world's most powerful tech ‌companies are gathering, with executives ​from the likes of Nvidia ​to Intel praising ​the island's central role in the ‌global supply chain.

Is It Too Late To Consider Lumentum Holdings (LITE) After The US$2b Nvidia Investment?
Simply Wall St.81d agoneutral
Is It Too Late To Consider Lumentum Holdings (LITE) After The US$2b Nvidia Investment?

If you are wondering whether Lumentum Holdings at around US$938 is priced attractively or already stretched, the key is to look closely at what the current valuation actually reflects. The stock has been very strong over the longer term, with a year to date return of 142.9% and a 7 day move of 4.0%, even though it is down 3.9% over the past month. Recent coverage has focused on the scale of Lumentum Holdings' very large 1 year and 3 year returns, which sit at more than 10x and more than 17x...

SpaceX stock market debut set to make Elon Musk a trillionaire
Sky News81d agoneutral
SpaceX stock market debut set to make Elon Musk a trillionaire

SpaceX plans to raise up to $75bn (£56bn) when it goes public this month – putting Elon Musk on course to become the world's first trillionaire. The space company is gearing up for what is expected to be the largest-ever stock market debut. It says it will sell 555.6 million shares at $135 (£100) a piece in its initial public offering (IPO).

Amazon Extends Prime Day And Doubles Down On AI And Valuation Potential
Simply Wall St.81d agoneutral
Amazon Extends Prime Day And Doubles Down On AI And Valuation Potential

Amazon.com (NasdaqGS:AMZN) is turning Prime Day into a four day event, with a new emphasis on grocery promotions aligned with global celebrations and major sporting events. The company is planning about US$200b in annual capital expenditure focused on AI infrastructure and wider deployment of its custom Trainium chips. Amazon has entered a multi billion dollar partnership with Anthropic that is intended to challenge Nvidia’s position in AI hardware and deepen AI capabilities across its...

Has Ferrari Lost Its Mind?
Motley Fool81d agoneutral
Has Ferrari Lost Its Mind?

The first-ever fully electric Ferrari has been announced, and it’s already being widely criticized for its very un-Ferrari design.

SK Hynix’s Trillion Won AI Bet With Nvidia Reshapes Growth Outlook
Simply Wall St.81d agoneutral
SK Hynix’s Trillion Won AI Bet With Nvidia Reshapes Growth Outlook

SK hynix (KOSE:A000660) has reached a $1t market capitalization. The company has secured major HBM4 supply orders from Nvidia. SK hynix is investing in significant new fabrication capacity to support HBM and DRAM production. SK hynix, a key DRAM and NAND producer, is now firmly at the center of the AI hardware supply chain as HBM4 becomes a core component for advanced accelerators. The new orders from Nvidia highlight how critical HBM has become for high performance computing, while long...

Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly
24/7 Wall St.81d agoneutral
Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

Three options-overlay ETFs are quietly paying double-digit annual distribution rates on a monthly (or weekly) schedule, and most income investors have never touched them. YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) is throwing off roughly 50% annualized through weekly checks. NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) and NEOS S&P 500 High Income ETF (CBOE:SPYI) sit ... Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly