High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com-- The U.S. Department of Commerce on Sunday moved to block Nvidia artificial intelligence chip sales to Chinese entities outside China– a loophole that may have been used to bypass U.S. restrictions.
Hydrogen demand could grow 100-fold by 2060.
iShares Silver Trust (NYSEARCA:SLV) has been one of 2026’s standout commodity stories, with the silver ETF rising roughly 129% over the past year and about 8% year to date. After touching nearly $70 this week, SLV gave back roughly 3% intraday as Treasury yields pushed toward 52-week highs. With silver at decade-plus valuations, the question ... The 2 Signals That Will Determine SLV’s Next Move This Quarter
History could be telling investors to buy Figma stock at these levels.
The Federal Reserve is worried about inflation, but even if it increases rates, JPMorgan Chase, American Express, and Progressive should be OK.
AI spending is spilling out of semiconductors and into the servers and software that put those chips to work.
Nvidia Corp (NASDAQ:NVDA) is one of Renaissance Technologies’ top semiconductor stock picks. Nvidia shares have gained around 60% over the past year. Nvidia Corp (NASDAQ:NVDA) is expanding its presence in the enterprise artificial intelligence market through partnerships that help businesses deploy private AI systems powered by its chips and software. On May 26, ePlus announced […]
Nvidia boss Jensen Huang will kick off the Computex trade show in Taiwan on Monday with a lengthy speech about AI in which he is expected to expound on his company's latest product efforts as well as the island's central role in the industry. The CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 billion a year in Taiwan, describing it as the epicentre of the AI revolution. The speech is set to begin at 11 a.m. (0300 GMT) at the Taipei Music Hall.
US Commerce closes an AI chip export loophole, likely pressuring Nvidia and AMD shares when Monday markets open.
US stocks slipped early Monday as investors eyed US-Iran peace talks and Nvidia's (NVDA) new laptop chip as markets faltered after reaching record highs in May.
Investors are in a holding pattern ahead of the market opening for June with Iran and tech stocks in focus.
Most investors think of it as a mutual fund, but its individual stock holdings are only a small piece of what makes Berkshire such a compelling long-term prospect.
Solana (CRYPTO: SOL) and Ethereum (CRYPTO: ETH) have followed similar trajectories, with their market value soaring and then facing sharp pullbacks. Solana hit its all-time high of $294 in January 2025, and seven months later, Ethereum reached its all-time high of $4,950. Now Solana trades near $82, roughly 72% down from its peak, while Ethereum ... Will Solana Overtake Ethereum by 2028?
This company is a bit different from today's trillion-dollar players.
Ethereum (CRYPTO: ETH) is trading at roughly $2,000 today, 59% below the all-time high of $4,946 it hit in August 2025. The drop has long-term investors asking a longer-term question. Whether holding ETH for the next 14 years could fund a retirement by 2040. It is a question worth taking seriously. So, we looked at ... How Much Ethereum Do You Need to Retire by 2040?
It's a slower grower, but it offers a meaningful dividend and can hold up relatively well in a market downturn.
SpaceX's upcoming $2 trillion IPO has had a powerful bullish impact on Redwire.
Annaly Capital is prepared to deal with near-term rate changes, which should help protect its hefty dividend.
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 10th on this list. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Micron Technology, Inc. (NASDAQ:MU) ranks 8th on this list. Micron Technology, Inc. (NASDAQ:MU) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 5th on this list. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on this list. NVIDIA Corporation (NASDAQ:NVDA) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]
The combination of good value and accelerating earnings growth makes small caps a compelling buy.
Investing.com -- The U.S. Department of Commerce on Sunday issued guidance closing a potential loophole that may have allowed companies to export advanced chips including Nvidia's Rubin and Blackwell processors and AMD's MI350x to Chinese entities located outside China.
Solana (CRYPTO: SOL) is now processing more weekly DEX volume than Ethereum (CRYPTO: ETH). XRP (CRYPTO: XRP) clears cross-border transactions in less than five seconds, while banks need anywhere from one to three days for the same settlement. Both networks have supporters who believe theirs will be the one to make Ethereum irrelevant. Ethereum still ... Is Solana or XRP the Real Ethereum Killer?
Micron reports third-quarter earnings on June 24.
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 ...
If the current trend continues, an above-average benefit boost is likely.
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.
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