Yeah The Talking Heads say you get money when it’s cheap or free not when you need it.

SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally ContinuesJune 16, 2026 5:54 AM
IH Market News SpaceX (NASDAQ:SPCX) shares continued their remarkable advance in premarket trading on Tuesday, building on strong gains from their first two sessions as a public company and pushing the aerospace group toward a market capitalization of nearly $3 trillion. The rocket and satellite operator completed the largest initial public offering in history last week, ending its first day of trading on Friday with a valuation of approximately $2.1 trillion. Shares Extend Historic Debut Gains After rising 19.6% during Monday’s session to close at $192.50, the stock added another 10% in premarket trading on Tuesday, reaching roughly $211.75 by 08:15 GMT. At one stage following Monday’s close, SpaceX shares climbed as high as $229.40, briefly implying a valuation above $3 trillion. That valuation would have placed the company ahead of Microsoft and made it the fourth-largest listed company in the world, trailing only Alphabet Inc (NASDAQ:GOOGL), Apple Inc (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA). Investors Back Musk’s Long-Term Vision Much of the enthusiasm surrounding the stock has been driven by investor confidence in Elon Musk’s ambitious plans for the future of the business. The chief executive has outlined a strategy that includes deploying artificial intelligence data centres in space, expanding satellite communications infrastructure and advancing lunar and Martian exploration missions. SpaceX entered the public markets at a valuation equivalent to roughly 90 times annual revenue, reflecting expectations for significant long-term growth. IPO Marks Beginning of New Growth Phase Speaking during a JPMorgan Chase webcast ahead of the listing, Musk said the company had generated positive cash flow since around 2015 and described the flotation as the beginning of “a significant growth phase.” Among the initiatives highlighted by Musk were plans to deploy more than 100,000 communications satellites into orbit and expand the company’s role in supporting next-generation computing infrastructure. Starlink Remains the Key Profit Driver Starlink, SpaceX’s satellite broadband division, was the company’s only profitable business segment during 2025 and is widely viewed as its most valuable asset. The unit continues to play a central role in the company’s investment case, providing recurring revenue through global connectivity services while supporting broader expansion plans. Space Economy Forecast to Triple by 2035 Analysts at Jefferies, in research republished to coincide with the IPO, highlighted the growing importance of the global space sector. The broker argued that “space is now a strategic industrial sector” where geopolitical priorities and government spending in the United States and China are likely to drive future returns. Jefferies estimates the global space economy has reached approximately $600 billion and could expand to $1.8 trillion by 2035, with defence-related activity expected to be the fastest-growing segment. Government Spending Supports Industry Growth According to Jefferies, the U.S. accounts for around 60% of global government space expenditure, spending roughly $80 billion annually, compared with approximately $20 billion spent by China. The broker also noted that the U.S. Space Force budget increased by 40% year-on-year in fiscal 2026, reaching $40 billion as investment accelerated under the Golden Dome missile defence programme. That compares with NASA’s budget of approximately $24 billion. “The U.S. government has effectively outsourced significant space activity to SpaceX, creating an inextricable linkage between federal spending priorities and the company’s business,” the analysts wrote. Major Government Contractor SpaceX has become one of the largest commercial partners of NASA and ranked as the agency’s second-largest contractor by contract value in 2025, behind only Caltech. The company secured approximately $2.1 billion in NASA contracts during the year, spanning launch services, communications capabilities and information technology infrastructure, further strengthening its position within the rapidly expanding space industry. SpaceX stock price Want to stay up-to-date on the SpaceX IPO? Find the top asked questions from investors and follow their every move here: https://invest.investorshub.com/spacex-ipo-watch/ Original: SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally Continues

One has to question why a “cash rich” company would need to raise $20-25 billion by going to bond sales that will be in 7 tranches, ranging from 2 to 30 years. The statement is that it’s for general purposes and to redo some current debt financing.

Based on recent financials, NVDA’s current debt is minimal and below $15 billion. As we know they generate four times that amount in profit per quarter. Therefore one can only surmise that the cost of this money is cheap and you can never be too rich.

No. Not at all. 45% free cash flow. $139 billion in stock buybacks and raising dividends significantly……I’m fairly certain that NVDA is solid: not to mention the billions that NVDA is realizing in their investments in CoreWeave, Intel, Nebius,etc

Anyone worried about NVDA offering bonds for financing?

Nvidia Targets $20 Billion-Plus Bond Offering in Return to Debt Markets (NVDA)June 15, 2026 9:33 AM
IH Market News Nvidia Corp. (NASDAQ:NVDA) is set to return to the investment-grade bond market for the first time in roughly five years, with plans to raise at least $20 billion through a multi-tranche debt issuance, according to a report from Bloomberg News. The proposed offering would mark one of the company’s largest financing transactions as demand for artificial intelligence infrastructure continues to accelerate globally. Bonds to Be Issued Across Multiple Maturities The semiconductor giant is marketing bonds with seven different maturities, ranging from two years to 30 years. According to a person familiar with the transaction, the longest-dated bonds are being offered at a yield spread of approximately 0.9 percentage points above comparable U.S. Treasury securities. The structure is designed to attract a broad range of institutional investors seeking varying durations and risk profiles. Funds to Support Corporate Financing Needs Nvidia said proceeds from the bond sale will be used for general corporate purposes. These include refinancing existing debt obligations and repaying outstanding notes, providing the company with additional financial flexibility as it continues to invest in growth initiatives. Major Wall Street Banks Lead the Transaction Goldman Sachs Group Inc. (NYSE:GS), JPMorgan Chase & Co. (NYSE:JPM) and Morgan Stanley (NYSE:MS) are acting as lead managers for the offering. The involvement of three of Wall Street’s largest investment banks highlights the scale and significance of the transaction. First Investment-Grade Bond Sale Since 2021 Nvidia last tapped the investment-grade debt market in June 2021, when it raised $5 billion through a bond offering. The company has since experienced explosive growth, driven largely by demand for its graphics processing units and AI-related computing solutions. AI Infrastructure Boom Drives Corporate Borrowing Nvidia joins a growing list of major technology companies raising capital to support investment in artificial intelligence infrastructure. Companies including Alphabet Inc. (NASDAQ:GOOGL) and Amazon.com Inc. (NASDAQ:AMZN) have also accessed debt markets to fund large-scale computing and data centre expansion projects. Since last year, leading technology firms have collectively raised hundreds of billions of dollars, with investor appetite for high-quality corporate debt remaining strong despite the scale of issuance. Nvidia stock price Original: Nvidia Targets $20 Billion-Plus Bond Offering in Return to Debt Markets (NVDA)

Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)June 12, 2026 8:58 AM
IH Market News Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares surged 25% on Friday after the company announced a six-year strategic compute collaboration with NVIDIA (NASDAQ:NVDA) aimed at significantly expanding AI infrastructure capacity in Australia. The agreement marks a major step in Sharon AI’s efforts to build large-scale sovereign AI computing capabilities and broaden access to advanced AI processing power for a wide range of customers. Partnership to Deliver 72MW of New Data Centre Capacity Under the collaboration, Sharon AI and NVIDIA plan to deploy 72 megawatts of additional data centre capacity across Australia. The infrastructure is expected to support up to 40,000 NVIDIA Grace Blackwell GB300 GPUs, serving enterprise clients, AI startups and academic research institutions. The facilities will be built using NVIDIA’s DSX AI factory architecture, designed to support large-scale artificial intelligence workloads and high-performance computing applications. Innovative Revenue-Sharing Structure The partnership incorporates a revenue-sharing and credit-support framework intended to help Sharon AI scale its infrastructure deployment while aligning incentives between the two companies. Under the arrangement, Sharon AI will market and sell cloud computing services powered by NVIDIA technology. In addition to receiving revenue from hardware sales, NVIDIA will also participate in cloud-service revenues generated from the supported infrastructure. CEO Highlights Strategic Importance of Agreement Commenting on the announcement, Co-Founder and Chief Executive Officer James Manning described the deal as a significant milestone for the company. “This strategic compute collaboration with NVIDIA marks a pivotal moment in Sharon AI’s mission to deliver sovereign, large-scale AI compute infrastructure. Securing access to 72MW of data center capacity enables us to deploy up to an additional 40,000 Grace Blackwell GB300 GPUs, providing access to accelerated compute to enterprise, startup and AI native customers who otherwise may not have been able to access it,” he said. AI Infrastructure Footprint Expands Significantly The new agreement builds on Sharon AI’s existing relationship with NVIDIA, where it already operates as a certified NVIDIA Cloud Partner. Following the latest expansion, Sharon AI’s total AI factory capacity has increased to 132MW. Of that total, 102MW has already been contracted to end customers, highlighting strong demand for AI computing resources. GPU Deployment Target Exceeds 55,000 Units As part of its long-term growth plans, Sharon AI expects to have more than 55,000 NVIDIA GPUs deployed by the middle of 2027. The company believes the expanded infrastructure platform will strengthen its position in the rapidly growing AI cloud computing market while providing customers with access to high-performance computing resources needed to train and deploy next-generation AI models. Investors reacted positively to the announcement, sending the stock sharply higher as the market welcomed the scale of the partnership and the growth opportunities created by the collaboration with NVIDIA. SharonAI Holdings stock price Nvidia stock price Original: Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)

Nvidia Teams Up With Abridge to Build AI Model for Healthcare Applications (NVDA)June 11, 2026 8:36 AM
IH Market News Nvidia (NASDAQ:NVDA) has entered into a partnership with Abridge to develop a specialised artificial intelligence model tailored for healthcare use cases, according to a report by the Wall Street Journal. Abridge is known for its AI-powered note-taking platform used by medical professionals. The collaboration reflects growing investment across the technology sector in healthcare-focused AI solutions designed to improve clinical workflows and patient care. Model to Focus on Clinical Conversations The companies said the new AI model will be designed specifically around clinical interactions and conversations between healthcare providers and patients. Rather than being broadly distributed, the model will be deployed exclusively within Abridge’s platform, where it is expected to support a range of healthcare-related tasks including clinical documentation and decision support. Nvidia is already an investor in Abridge, further strengthening the strategic relationship between the two companies. Built Using Nvidia’s Nemotron Models According to Kimberly Powell, Nvidia’s vice president of healthcare, the new healthcare-focused model will be developed using the company’s Nemotron family of open AI models. Open models are generally made available for users to download, customise and adapt without charge. However, they differ from fully open-source systems because they do not necessarily provide unrestricted access to training datasets and underlying source code. The approach is intended to accelerate the creation of AI systems that can better understand specialised healthcare terminology and clinical workflows. Earlier Integration of Clinical Intelligence Powell highlighted the benefits of incorporating healthcare-specific expertise during the early stages of model development rather than adapting general-purpose models later. “There’s an opportunity now to take these models and adapt them with this clinical intelligence at a much earlier stage of model development,” Powell said. The companies believe this approach could improve the performance and relevance of AI tools used by clinicians, particularly in areas involving patient documentation and medical decision-making. Healthcare Emerges as Key AI Growth Area The partnership comes as technology companies and artificial intelligence developers increasingly target the healthcare sector as a major growth opportunity. AI tools are being deployed across a wide range of medical applications, from administrative support and clinical documentation to diagnostics, treatment planning and patient engagement. By combining Nvidia’s AI development capabilities with Abridge’s healthcare expertise, the companies aim to create more specialised AI systems capable of supporting healthcare professionals in everyday clinical practice. Nvidia stock price Original: Nvidia Teams Up With Abridge to Build AI Model for Healthcare Applications (NVDA)

KKR Launches Helix Digital Infrastructure, a New Company to Finance and Deliver the Next Generation of AI InfrastructureJune 11, 2026 6:50 AM
Business Wire Helix launches with over $10 billion of committed capital to accelerate the deployment of data centers, power and connectivity required to meet growing demand for AI Kuwait Investment Authority, NVIDIA and Vistra join KKR as founding investors; NVIDIA to serve as a cornerstone strategic partner, Vistra as the preferred power partner to Helix Former Amazon Web Services CEO Adam Selipsky leads new company KKR, together with the Kuwait Investment Authority (KIA), NVIDIA (NASDAQ: NVDA) and Vistra (NYSE: VST) today announced the launch of Helix Digital Infrastructure (“Helix”), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand. As building AI infrastructure becomes increasingly complex, Helix will serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260610500794/en/ Founded with anchor investments from investors including KKR, KIA, NVIDIA and Vistra, the Helix strategy has more than $10 billion in total long-duration capital commitments to date. NVIDIA will also serve as a strategic partner to support the deployment of NVIDIA DSX AI factory-aligned infrastructure with a view to maximizing tokens per watt, achieving lowest total cost of ownership and accelerating time to first token for investments pursued by Helix. Vistra, a leading integrated power generation and electricity company with operations across 18 states and Washington, D.C., will be the preferred power provider for Helix investments. Following the closing of the founding commitments, Helix is open to additional eligible institutional investors. AI is driving the largest infrastructure buildout in modern history, requiring trillions of dollars in investment across data centers, power generation and transmission, connectivity and related infrastructure over the coming decade. The scale and complexity of financing and coordinating this buildout represents a key industry bottleneck, ultimately slowing hyperscalers from delivering the models, services and applications their customers demand. Delivering AI infrastructure requires credible, long-term financial underwriters capable of committing capital consistently. Hyperscalers are also seeking more integrated and repeatable infrastructure solutions that meaningfully reduce the complexity they face in building at unprecedented scale. KKR launched Helix in response to these challenges. Helix will be positioned as a single, trusted strategic partner to hyperscalers, armed with a long-duration, multi-billion-dollar capital base, and with integrated development capabilities and coordinated execution across AI infrastructure. The company is led by Adam Selipsky, former CEO of Amazon Web Services, who brings first-hand experience scaling the world’s largest cloud business, and deep insight into hyperscaler infrastructure priorities. He is joined by a dedicated management team and Board. Waldemar Szlezak, KKR’s Global Head of Digital Infrastructure, will serve as Helix’s Chief Investment Officer. Helix will seek to invest in and manage assets critical to enabling AI, including hyperscale data center development and operations; baseload and flexible power generation; transmission and distribution infrastructure; and fiber and connectivity infrastructure, among other assets. “Large users of digital infrastructure have an urgent need to reduce complexity and unlock new capacity. Helix combines significant long-term capital with the capabilities and expertise to deliver holistic AI infrastructure solutions with speed and scale,” said Adam Selipsky, Co-Founder and CEO of Helix Digital Infrastructure. “Helix is further strengthened by strategic partnerships with NVIDIA and Vistra across technology and power, which we believe will enable the company to deliver the infrastructure that will underpin hyperscalers’ AI strategies for years to come.” “We view AI infrastructure as one of the defining long-term investment opportunities globally, and Helix is purpose-built to address it,” said Sheikh Saoud Salem Abdulaziz Al-Sabah, Managing Director of the Kuwait Investment Authority. “Helix reflects a differentiated model that combines proven leadership, integrated capabilities and long-term capital required to deliver the next generation of critical digital infrastructure at scale.” “Useful AI has arrived, and demand for AI factories is extraordinary,” said Jensen Huang, founder and CEO of NVIDIA. “AI is driving the largest infrastructure buildout in modern history. With the NVIDIA DSX platform and the Helix strategic partnership, we are bringing together a proven AI factory blueprint, world-class infrastructure expertise from KKR, and long-term capital to help AI cloud providers build the next generation of intelligence infrastructure.” “Power generation and grid interconnections are critical gating factors for AI infrastructure deployments,” said Jim Burke, president and CEO of Vistra. “Helix brings together data center development, infrastructure and power capabilities under a single umbrella, providing a one-stop shop for large load customers. By utilizing Vistra’s existing fleet to deliver near-term power, Helix will accelerate delivery of power solutions through the use of existing assets while also bringing additionality with Vistra's best-in-class capabilities, including power generation development and power grid expertise. Vistra has a proven track record in executing more than 5,000 megawatts of power purchase agreements with hyperscalers and looks forward to leveraging our leading and diverse generation fleet and operational expertise as Helix’s preferred power partner to help deliver the reliable, affordable energy these customers require.” “Like a DNA helix, Helix Digital Infrastructure is built on a double strand of complementary strengths—KKR's institutional capital and infrastructure expertise intertwined with Helix's hyperscaler leadership and execution engine. Together, with our strategic partners, we are positioned to meet the financial and operational demands of the AI era,” said Joe Bae and Scott Nuttall, Co-Chief Executive Officers, KKR. Helix is supported by KKR’s leading global infrastructure platform, which includes over $100 billion in infrastructure assets under management and more than $70 billion invested across digital and power assets. KKR’s experience across data centers, renewable and conventional power generation and transmission, fiber and related sectors provides the foundation for Helix’s integrated model. KKR’s anchor investment in the Helix strategy is funded through its balance sheet and other managed vehicles. About Helix Digital Infrastructure
Helix Digital Infrastructure is a dedicated company focused on investing in, delivering and managing the next generation of AI-enabling infrastructure. Founded with anchor investors including KKR, the Kuwait Investment Authority, NVIDIA and Vistra, the company has access to a long-duration, multi-billion-dollar pool of capital. Supported by KKR’s leading global infrastructure platform, Helix is designed to deliver integrated solutions across hyperscale data centers, power generation and transmission, fiber, connectivity and related infrastructure. Helix is led by Adam Selipsky, former CEO of Amazon Web Services, and a management team with extensive experience across cloud, digital infrastructure and energy systems. For more information about Helix, please visit www.helixdi.com. About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com. About the Kuwait Investment Authority
The Kuwait Investment Authority (KIA) is the world's oldest sovereign wealth fund, established in 1953. The KIA’s main functions include managing the State’s General Reserve and Future Generations Fund. Stemming from this rich history, the KIA continues to safeguard the financial wealth of Kuwait’s current and future generations by diversifying revenue streams and ensuring a fiscally sustainable and secure future. About Vistra
Vistra (NYSE: VST) is a leading, Fortune 500 integrated retail electricity and power generation company based in Irving, Texas. The company serves 5 million retail customers and operates a growing portfolio of generation assets expected to reach a capacity of nearly 50,000 megawatts by year-end 2026. Vistra is a leader in transforming the energy landscape, with an unyielding focus on reliability, affordability, and sustainability. The company safely operates a reliable, efficient power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities while taking an innovative, customer-centric approach to its retail business. Learn more at https://www.vistracorp.com. Notice to Readers
This press release contains forward-looking statements, which reflect our current views with respect to, among other things, the operations of Helix. Readers can identify these forward-looking statements by the use of words such as “outlook,” “believe,” “expect,” “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” “intend,” “will,” “plan,” “estimate,” “anticipate” or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. These forward-looking statements are based on KKR’s beliefs, assumptions and expectations, but these beliefs, assumptions and expectations can change as a result of many possible events or factors, not all of which are known to KKR or within its control. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise. General discussions contained within this press release regarding investment demand or market trends represent the view of either the source cited or KKR. Historical or current market trends are not reliable indicators of actual future market behavior or future performance of any particular investment that may differ materially, and should not be relied upon as such. Nothing contained herein is intended to predict the performance of any investment. KIA, NVIDIA and Vistra are investors in Helix and accordingly will participate in returns generated by Helix. These and other investors will serve as strategic partners and may have certain rights, such as priority or first look rights, to provide goods or services to Helix investments. View source version on businesswire.com: https://www.businesswire.com/news/home/20260610500794/en/ Media Contact
Liidia Liuksila
Media@KKR.com Original: KKR Launches Helix Digital Infrastructure, a New Company to Finance and Deliver the Next Generation of AI Infrastructure

Nvidia apple


https://www.linkedin.com/safety/go/?url=https%3A%2F%2Fbit%2Ely%2F3PQdeSL&urlhash=B7wI&mt=OVZkqKkDVmHFOrxI4xn8E2LjpunZRY-WovETZXXg_RM98TKS9MTNtFuQ0BH24lLyIwnKhQRi34JSjKVcTv1ULt8YOhubX7It2SSBfq5aqe98e5QOSi4hg5QT0n4&isSdui=true

One more good read


https://wccftech.com/nvidia-silently-builds-an-orbital-ai-empire-with-5-partners-racing-elon-musk-to-put-datacenters-in-space/

Fwiw


https://www.idealworks.com/en/news/sick-idealworks-simulation-orchestration-nvidia-gtc

$NVDA $PLUG Data Center & AI Power Demand Tailwinds
Hyperscaler energy demand boom.
Hydrogen fuel cells as backup/baseload for AI data centers.
Comparable to Bloom Energy’s success in hyperscaler adoption

Wall Street Futures Signal Stronger Start to Tuesday Trading: Dow Jones, S&P, NasdaqJune 9, 2026 9:18 AM
IH Market News U.S. stock futures pointed to a firmer open on Tuesday, suggesting markets could extend gains after finishing the previous session mostly higher, despite retreating significantly from their intraday peaks. Investor sentiment appeared to improve following a sharp decline in oil prices, with U.S. crude futures falling more than 2%. Oil prices dropped below $90 per barrel after President Donald Trump stated that the United States and Iran could reach a peace agreement within “two or three days.” Trump also told reporters that the Strait of Hormuz would reopen “immediately” once an agreement is finalized, although similar comments in recent weeks about an imminent deal have yet to result in a formal breakthrough. Market participants may also continue to seek buying opportunities after last Friday’s broad sell-off, which left many stocks trading at lower valuations. Stocks rallied strongly at the start of Monday’s session as investors returned to the market following Friday’s sharp decline. However, gains faded as trading progressed, and the major indices finished well below their highs, with the Dow eventually slipping into negative territory. After climbing as much as 1.8% during the session, the Nasdaq finished up 220.23 points, or 0.9%, at 25,929.66. The S&P 500 added 21.99 points, or 0.3%, to close at 7,405.73, while the Dow Jones Industrial Average fell 80.77 points, or 0.2%, to 50,786.01. The initial recovery on Wall Street was driven in part by bargain hunting after Friday’s sell-off pushed the Nasdaq to its lowest closing level in a month. As the session progressed, enthusiasm moderated as oil prices remained elevated amid reports that Israel and Iran had exchanged missile strikes over the weekend. Crude prices later retreated from their highs after President Donald Trump said Israel and Iran were “looking to do an immediate ceasefire.” “Final negotiations on ‘Peace’ are proceeding, subject to ignorance or stupidity getting in its way,” Trump said in a post on Truth Social. “The Blockade will remain in place, and in full force and effect, until a ‘Final Deal’ is reached. Things should move quickly.” While broader market gains faded, semiconductor stocks maintained strong momentum. The Philadelphia Semiconductor Index surged 5.6%, recovering part of the 10.3% decline recorded in the previous session. Marvell Technology (NASDAQ:MRVL) jumped 9.6% after it was announced that the chipmaker will join the S&P 500 index alongside electronics manufacturing services company Flex (NASDAQ:FLEX). Nvidia (NASDAQ:NVDA) gained 1.7% after unveiling a multi-year technology partnership with SK hynix aimed at advancing next-generation memory solutions for AI infrastructure and accelerating semiconductor development and manufacturing. Higher oil prices also supported energy-related shares, with the Philadelphia Oil Service Index advancing 3.6%. Oil producers and computer hardware companies posted notable gains, while utilities and commercial real estate stocks faced pressure as Treasury yields continued to move higher. Marvell Technology stock price Flex stock price Nvidia stock price Original: Wall Street Futures Signal Stronger Start to Tuesday Trading: Dow Jones, S&P, Nasdaq

Nebius Unveils Robotics Accelerator Powered by NVIDIA AI Technologies (NBIS)June 9, 2026 6:11 AM
IH Market News Nebius (NASDAQ:NBIS) has introduced the Physical AI Living Lab, a six-month initiative designed to give robotics startups across the UK and Europe access to NVIDIA’s (NASDAQ:NVDA) physical AI software tools alongside Nebius’s cloud-based AI computing platform. The programme is intended to help early-stage robotics companies overcome common challenges related to obtaining the large-scale simulation capabilities, synthetic data generation and high-performance computing resources required to develop physical AI applications. Participants will have access to a range of NVIDIA technologies, including OSMO for workload management, Cosmos world foundation models, and the Isaac Sim and Isaac Lab platforms for robot simulation, testing and training. The initial phase of the initiative will be hosted on Nebius’s UK infrastructure, which is powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Applications will be reviewed through the NVIDIA Inception programme, with the first group of selected startups expected to begin in September 2026. “Most robotics teams can build a strong model — the bottleneck is getting the simulation, synthetic data, and compute in place to take it further,” said Evan Helda, Head of Physical AI at Nebius. He added that the programme gives founders access to NVIDIA’s physical AI ecosystem through Nebius AI Cloud, complemented by direct engineering assistance. Anthony Hills, Director, UK&I at NVIDIA, said the initiative is designed to bridge the gap between innovation within the UK robotics sector and the development of commercially viable physical AI solutions. He noted that the programme provides more affordable access to large-scale cloud training resources and NVIDIA’s simulation and synthetic data technologies. The launch expands an existing partnership between Nebius and NVIDIA focused on developing cloud infrastructure tailored to robotics and physical AI workloads. Both companies indicated that they intend to roll out additional cohorts and expand the Physical AI Living Lab into other geographic markets over time. Throughout the programme, engineering teams from Nebius and NVIDIA will work directly with participating startups to provide technical expertise and support. Synthetic data generation capabilities will be delivered through Voxel51’s FiftyOne platform, integrated with Cosmos world foundation models. Nebius Group stock price Nvidia stock price Original: Nebius Unveils Robotics Accelerator Powered by NVIDIA AI Technologies (NBIS)

NVDA & QUANTUM:

Looking good $nvda

I forgot a few things I wanted to add A question was asked about market share, and Jensen replied that they are not thinking in terms of market share, taking share for other companies. They are more about what they can provide new markets and changing things Making it better. Jensen said you’ll never hear him talk about market share. I know months back people on here were talking about Nvidia going into the mobile market, he was asked about mobile chips. He basically said no there’s nothing they can do to better in that market basically the incumbents are doing just fine. He said the software stack is completely different. Back to the new laptop, Jensen was asked about Apple’s Mac laptop. Jensen praised Apple and what they have and do he mentioned the new laptops are Windows based and are changing the Windows market. If I remember anything else, I’ll post, but I believe that’s it

Nvidia Surge Sparks Tech Stock Rebound Ahead of Monday Open: Dow Jones, S&P and Nasdaq FuturesJune 8, 2026 9:07 AM
IH Market News Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a higher open on Monday, with stocks likely to regain ground following the sell-off seen during last Friday’s session. Bargain hunting may contribute to initial strength on Wall Street following last Friday’s plunge, which dragged the tech-heavy Nasdaq down to its lowest closing level in a month. Technology stocks may help lead the rebound after plummeting in the previous session, as reflected by the 1.5 percent jump by the Nasdaq 100 futures. Shares of Nvidia (NASDAQ:NVDA) are surging by 2.6 percent in pre-market trading after the AI giant announced a multiyear technology partnership with SK hynix to advance next-generation memory for the global AI factory buildout and accelerate semiconductor design and manufacturing. Buying interest may be somewhat subdued, however, as concerns about developments in the Middle East continue to hang over the markets. Iran and Israel reportedly exchanged missile strikes on Sunday, leading to a spike in crude oil prices amid worries about a re-escalation of the conflict. However, crude oil prices pulled back well off their highs after President Donald Trump claimed Israel and Iran are “looking to do an immediate ceasefire.” “Final negotiations on ‘Peace’ are proceeding, subject to ignorance or stupidity getting in its way,” Trump said in a post on Truth Social. “The Blockade will remain in place, and in full force and effect, until a ‘Final Deal’ is reached. Things should move quickly.” After coming under considerable pressure early in the session, stocks showed an even more substantial move to the downside over the course of trading day on Friday. The major averages all moved sharply lower, with the tech-heavy Nasdaq posting a particularly steep loss. The major averages ended the day just off their lows of the session. The Nasdaq plunged 1,121.53 points or 4.2 percent to 25,709.43, the S&P 500 tumbled 200.57 points or 2.6 percent to 7,383.74 and the Dow slumped 695.15 points or 1.4 percent to 50,886.78. With the steep losses on the day, the major averages all moved lower for the week. The Nasdaq plummeted by 4.7 percent, the S&P 500 dove by 2.9 percent and the Dow dipped by 0.3 percent. The sell-off on Wall Street came as technology stocks remained under pressure after seeing notable weakness during Thursday’s session. Yesterday’s negative reaction to Broadcom’s (NASDAQ:AVGO) guidance continued to generate selling pressure amid concerns about valuations. “The market is no longer asking whether AI demand is strong, that has largely been established,” said Daniela Hathorn, Senior Market Analyst at Capital.com. “Instead, investors are beginning to question how much of that growth is already reflected in valuations.” She added, “In that sense, Broadcom’s results may not have been disappointing, but they were perhaps not enough to justify another leg higher immediately after such a powerful rally.” Profit taking also contributed to the substantial weakness following recent strength in the markets, which lifted the Nasdaq and S&P 500 to record closing highs on Tuesday. The Dow also ended Thursday’s session at a record closing high. A sharp increase by treasury yields also weighed on Wall Street, with yields surging following the release of stronger than expected U.S. jobs data. The Labor Department released a report showing non-farm payroll employment shot up by 172,000 jobs in May after surging by an upwardly revised 179,000 jobs in April. Economists had expected employment to climb by 85,000 jobs compared to the addition of 115,000 jobs originally reported for the previous month. The data has added to recent speculation that the Federal Reserve will leave interest rates at their current level for an extended period. Semiconductor and computer hardware stocks turned in some of the market’s worst performances on the day, with the Philadelphia Semiconductor Index and the NYSE Arca Computer Hardware Index plummeting by 10.3 percent and 9.1 percent, respectively. Outside of the tech sector, gold stocks also saw substantial weakness amid a steep drop by the price of the precious metal, resulting in an 8.4 percent nosedive by the NYSE Arca Gold Bugs Index. Networking, oil service and software stocks also showed significant moves to the downside, while utilities and pharmaceutical stocks bucked the downtrend. Original: Nvidia Surge Sparks Tech Stock Rebound Ahead of Monday Open: Dow Jones, S&P and Nasdaq Futures

There is a YouTube video out on Nvidia the Computex Analyst meeting it can also be found on Nvidia‘s website investor relations/events. It was long I believe hour and 37 minutes or so very informative a lot of good questions. One was about the new laptops and why they are needed. Jensen explained this very well I thought. A lot of it was about Vera The new CPU Jensen doesn’t know how big the market will be for it but does think it will be big. It’s a new market so no data available yet. There was a question about the ARM Core inside Vera being off the shelf. Jensen said no way that ARM core is developed by Nvidia said it took three years in the making. It is called Olympic. Anyway I thought it was good just more info.

Nvidia deepens South Korea ties through new AI partnerships (NVDA)June 8, 2026 6:18 AM
IH Market News Nvidia (NASDAQ:NVDA) unveiled a series of strategic agreements with some of South Korea’s largest technology groups on Monday, strengthening its position in the artificial intelligence ecosystem while securing key relationships across memory chips, cloud infrastructure and robotics. The partnerships were announced during a visit to South Korea by Chief Executive Jensen Huang, who arrived in the country on Friday. The collaborations involve major companies including SK Hynix, SK Telecom, Naver and Doosan Group, although financial details were not disclosed. SK Group expands collaboration with Nvidia SK Group, South Korea’s second-largest family-controlled conglomerate, said its SK Hynix and SK Telecom subsidiaries had both entered into agreements with Nvidia. Under the deal, SK Hynix will work with Nvidia through a multi-year technology partnership focused on developing next-generation memory solutions for AI data centres worldwide. The companies said the collaboration is intended to help meet growing demand generated by Nvidia’s expansion into areas such as robotics, AI-powered personal computers and advanced supercomputing systems. Demand for memory chips has accelerated sharply as investment in artificial intelligence continues to rise, contributing to tighter supply conditions and significantly higher memory prices since the middle of 2025. The trend has provided a substantial boost to manufacturers including SK Hynix, Samsung Electronics and Micron. AI cloud infrastructure project planned in South Korea SK Telecom also revealed plans to develop a gigawatt-scale AI cloud platform in South Korea using Nvidia technology. According to a joint statement, the first AI-focused data centre within the project is expected to begin operations in 2027. The initiative represents another major investment in AI infrastructure as governments and businesses race to expand computing capacity to support increasingly complex AI applications. Naver, Doosan and LG broaden AI cooperation South Korean internet giant Naver and industrial group Doosan also announced new collaborations with Nvidia aimed at building AI data centre infrastructure. Doosan said it expects its energy technologies to be incorporated into Nvidia’s data centre platforms, while also planning to utilise Nvidia’s physical AI capabilities in its own operations. Huang also disclosed that Nvidia is working with LG Group on projects involving humanoid robots and data centres following meetings with LG Chairman Koo Kwang-mo last week. The latest agreements further strengthen Nvidia’s presence in South Korea, a market that plays a critical role in the global semiconductor supply chain and is becoming increasingly important to the development of next-generation AI infrastructure. Nvidia stock price Original: Nvidia deepens South Korea ties through new AI partnerships (NVDA)

AI-linked stocks advance as Trump explores public ownership model for AI firmsJune 8, 2026 6:20 AM
IH Market News Shares of several artificial intelligence-related companies moved higher in premarket trading on Monday after U.S. President Donald Trump said his administration is considering a proposal that could give the American public a direct stake in leading AI businesses. Speaking to reporters aboard Air Force One on Friday, Trump revealed that discussions had taken place with major AI developers about a potential arrangement in which the federal government would hold an ownership interest in the sector. “There’s something very interesting about it, where it almost becomes a partnership with the American public,” he said. “We’ll look into that.” Chipmakers rally on potential government-backed AI initiative Investors reacted positively to the comments, with a number of AI-focused stocks posting gains before the opening bell on Monday. Nvidia (NASDAQ:NVDA) rose more than 1% by 04:14 ET, while fellow semiconductor companies Marvell (NASDAQ:MRVL) and Micron (NASDAQ:MU) advanced between 4% and 7%. AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) also traded more than 1% higher. In contrast, Google (NASDAQ:GOOG) slipped 1.2%. Trump indicated that executives from leading AI companies, including Anthropic, OpenAI and xAI, are expected to continue discussions at a White House meeting that could take place as early as next week. Several of those firms are widely expected to pursue public listings in the coming months, with valuations potentially reaching into the trillions of dollars. Government stake discussions gain momentum The president’s remarks followed a report from digital news outlet NOTUS, which said senior U.S. officials had already held preliminary conversations with AI companies regarding the possibility of the government purchasing equity stakes in their businesses. The Trump administration has previously shown a willingness to take direct positions in strategic industries, having acquired stakes in Intel as well as a number of rare earth and quantum computing companies. The concept gained additional attention after Senator Bernie Sanders proposed legislation that would impose a one-time 50% tax on AI companies’ stock, with the proceeds directed into a U.S. sovereign wealth fund. “The move would guarantee that the trillions created by AI are used to improve the lives of all of us,” Sanders said. The proposal has faced criticism from several prominent technology investors and executives, including Silicon Valley venture capitalist and Trump adviser David Sacks. White House continues to refine AI policy Trump acknowledged that Sanders’ proposal had resonated with some voters and suggested that broader public participation in AI-related wealth creation could help address growing concerns about the technology’s impact on society. The administration has faced challenges in defining a long-term regulatory framework for artificial intelligence. A planned signing ceremony for an AI-focused executive order in May was unexpectedly canceled after concerns emerged from industry participants regarding aspects of the proposal. At the time, Trump said he opposed certain provisions because they could weaken the United States in its competition with China in the AI sector. Earlier this week, the president signed a revised executive order that asks leading AI developers to voluntarily submit their most advanced models for government cybersecurity testing before public deployment. Growing concerns over AI risks Debate around AI regulation has intensified in recent months, partly following the launch of Anthropic’s advanced Mythos platform. Industry experts have warned that the technology could significantly increase the sophistication of cyberattacks if misused, particularly in sectors such as financial services that rely on complex and ageing technology infrastructure. As policymakers weigh the economic opportunities and risks associated with artificial intelligence, investors are closely monitoring whether the White House’s latest proposals could reshape ownership structures across one of the fastest-growing industries in the world. Nvidia stock price Marvell Technology stock price Micron Technology stock price Advanced Micro Devices stock price Intel stock price Alphabet stock price Original: AI-linked stocks advance as Trump explores public ownership model for AI firms

NVDA! a interest rate fear hits big tech stocks

AI Dominance Is Turning the S&P 500 into a Collection of Individual Winners, Says EvercoreJune 6, 2026 6:00 AM
IH Market News The growing influence of artificial intelligence-related companies is reshaping the U.S. equity market, with the S&P 500 increasingly behaving as a market of individual stocks rather than a broad reflection of overall market conditions, according to Evercore ISI. Strategists led by Julian Emanuel said the exceptional performance of a small group of technology giants has been responsible for much of the index’s recent strength, even as investors contend with weaker consumer confidence, elevated energy costs and persistent inflation pressures. Core PCE inflation recently reached 3.3% year-over-year, its highest level since 2023. A Small Group of AI Leaders Drives Earnings Expectations Evercore highlighted that Micron (NASDAQ:MU), Nvidia (NASDAQ:NVDA) and Alphabet (NASDAQ:GOOG) together have generated more than 40% of the year-to-date increase in consensus earnings-per-share forecasts for the S&P 500 in 2026. The concentration of market leadership has become increasingly pronounced, with the ten largest companies in the index now accounting for almost 40% of its total weighting, the highest level on record. According to the firm, this concentration has allowed the benchmark index to continue advancing despite a more mixed macroeconomic backdrop. Evercore Maintains Bullish Outlook for the S&P 500 Despite concerns surrounding market concentration, Evercore left its year-end target for the S&P 500 unchanged at 7,750 and maintained a bullish scenario of 9,000. The firm believes further gains are likely to be supported by continued investment in artificial intelligence, particularly within its preferred sectors: Information Technology, Communication Services and Consumer Discretionary. Together, these sectors now represent roughly 60% of the S&P 500, compared with 39% when ChatGPT first became publicly available. AI Continues to Shape Global Equity Markets Evercore argued that the impact of artificial intelligence extends well beyond the United States. Markets with significant technology exposure have substantially outperformed peers, with Taiwan and South Korea now reaching market capitalizations comparable to India. The influence of technology stocks has also expanded within emerging markets. Technology companies now account for 42% of the MSCI Emerging Markets Index, surpassing their weighting in the S&P 500. Earnings Strength Supports Technology Valuations Although market concentration remains a concern for some investors, Evercore noted that valuations across the U.S. technology sector remain relatively moderate when compared with historical levels and the broader market. As a result, investor attention remains focused on earnings sustainability, an area where first-quarter 2026 results provided considerable reassurance. “exceptionally strong,” the strategists said in reference to the earnings performance delivered during the reporting season. They added: “Indeed, amidst all the geopolitical pressures, the AI buildout has driven record S&P 500 EPS surprises typically reserved for recession recoveries.” Narrow Leadership Creates Additional Risks Even with a constructive long-term outlook, Evercore cautioned that a market led by only a handful of companies carries its own risks. “Heightened index exposure to a select few names in one theme can also accentuate downside,” the strategists noted. The firm pointed to periods of volatility driven by mega-cap technology stocks during the fourth quarter of 2025 and the opening months of 2026 as evidence of this vulnerability. According to Evercore, a renewed escalation in geopolitical tensions could trigger a decline toward the S&P 500’s 200-day moving average near 6,800. Conversely, a reduction in uncertainty and continued AI-driven growth could help propel the index toward the firm’s 9,000 bull-case target. Micron Technology stock price Nvidia stock price Alphabet stock price Original: AI Dominance Is Turning the S&P 500 into a Collection of Individual Winners, Says Evercore

If and when the war/military action ends and the Strait of Hormuz is secure and open, this will correct itself.

WTF if interest rates rise a bit….we had four years of that crap with Biden

ALL this because the economy is doing well and now the fed might want to tighten. Friggin' nuts!

US tech index is off over 2%. NVDA has a little higher Beta, so i's off a bit more. Market sucks at the moment.

$NVDA $MSFT $AMD $PLUG ⚡ Where $PLUG Fits Into AI Data Centers
While $PLUG doesn’t build chips or servers, it does sit in a critical part of the AI-infrastructure chain:

1. AI data centers are facing massive power-demand growth
The surge in AI workloads is overwhelming grid capacity, creating demand for alternative, scalable, clean power sources.

2. Hydrogen fuel-cell systems (Plug’s specialty) can serve as:
Backup power

Peak-shaving systems

Microgrid or supplemental clean-energy generation

These are exactly the functions data-center operators are scrambling to secure.

3. The AI-infrastructure boom is driving demand for new power solutions
As diesel backup becomes less acceptable — due to emissions, noise, and regulatory pressure — operators are looking for clean, instant-response, high-reliability power.

Hydrogen fuel cells fit that need, and Plug Power is one of the few companies with commercial-scale systems ready for deployment.

⚡ Bottom Line
$PLUG isn’t competing in the compute stack — it’s not making GPUs or AI chips.
But it is positioning itself as a power-infrastructure supplier to the data-center operators who run those chips.

$NVDA If Silver Disappeared, These 15 Stocks Would Be in Serious Trouble — And Silver Would.... https://t.co/qo6KLpju8u— Sovereign Signal Ω Ω 𓃵 ▫️◽ 🪽🧐 (@safehavenmoney) April 21, 2026

Double Top Breakout on 2 June 2026. GLTA

A.I. BUBBLE HAS POPPED OVER A YEAR AGO!!!!!!!!!!!!!!!!!!!!!!!!!!!!! COMPANY'S NOW RUNNING TO BECOMES IPO'S BECAUSE THEY KNOW IT'S OVER!!!!!!!!!!!!!!!!!!!!!!!!!!! NEED TO GET IT DONE WHILE THE KOOL-AID INDUCED HAZE IS STRONG ON MOST LEMON FOLLOWERS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! KA CRASH TIME MARKET 30K!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! MOOHAHAHAHAHAHAHAHAHAHAHA!!!!!!!!!!!!!!!!!!!!!!!!! NVDA WAS BETTER OFF AT 1000 BUCKS PER SHARE THOSE WERE THE GOOD OLE DAYS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!1

AI is pretty much the main force keeping this market up right now. It's becoming the core of how businesses operate, so a lot of these valuations are of course backed by actual demand, not just hype.
AI isn’t some future idea for finance anymore, it’s already here and it's being pushed deeper into how investing actually works. I run my strategy using Plugsic-AI Algorithm, which operates on Nvidia-powered infrastructure, and it's been incredible.. currently up about 23% YTD. Plugsic uses Institutional-Grade data, so the models are built around deep market intelligence, analyzing liquidity movement, market participation, and institutional activity in real time, targeting higher yields through automated volatility capture. That's what the AI boom is all about.. real integration, real demand, and it’s only getting bigger.

CoreWeave Shares Advance Following BNP Paribas Upgrade and Ongoing AI Sector Strength (CRWV)June 2, 2026 9:42 AM
IH Market News CoreWeave Inc. (NASDAQ:CRWV) moved higher in premarket trading on Tuesday, gaining 4% as investors responded to a favorable analyst initiation and continued enthusiasm surrounding artificial intelligence infrastructure companies. The advance followed another strong session for AI-related stocks, supported by Nvidia’s latest product announcements and growing confidence in long-term demand for AI computing capacity. BNP Paribas Begins Coverage with Bullish Rating BNP Paribas initiated coverage of CoreWeave with an Outperform rating and a price target of $192, highlighting the company’s position within the rapidly expanding AI infrastructure market. The positive assessment came shortly after CoreWeave shares surged 14% on Monday, benefiting from broader strength across the AI ecosystem. Analyst Stefan Slowinski described CoreWeave as “one of the most strategically important companies within the AI infrastructure ecosystem.” According to Slowinski, the company is well positioned to capitalize on long-term industry growth. “Combination of scale, contractual revenue visibility, differentiated software capabilities, and growing efforts to move up the AI value chain through managed inference services positions the company well longer-term,” he added. AI Infrastructure Theme Continues to Support Shares Investor interest in CoreWeave has been boosted by its role as a provider of cloud-based infrastructure tailored to artificial intelligence workloads. The company has become a key participant in the AI supply chain by offering computing resources and services designed to support model training, inference and other high-performance workloads. Analysts continue to view demand for AI infrastructure as one of the strongest growth themes in the technology sector. Nvidia Announcements Add to Sector Momentum The latest gains in CoreWeave also coincided with a strong rally in Nvidia (NASDAQ:NVDA), whose shares rose 6% following Chief Executive Jensen Huang’s presentations at Computex and GTC Taipei 2026. During the events, Huang introduced several new products aimed at expanding Nvidia’s presence across multiple areas of computing. Among the announcements was the RTX Spark superchip, which marks Nvidia’s formal entry into the personal computer market. The company also unveiled the standalone Vera CPU for AI-focused data center applications and confirmed that its next-generation Vera Rubin AI platform has entered full-scale production. The announcements reinforced investor optimism regarding future spending on AI infrastructure and supporting technologies. Analysts See Further Upside Potential While acknowledging the risks associated with high-growth technology companies, BNP Paribas believes CoreWeave could continue to benefit if management successfully executes its expansion plans. The firm stated that CoreWeave “isn’t without risks, we see scope at least for a potential ’catch up’ trade should management deliver against its growth plan.” The assessment reflects growing confidence that the company could narrow the valuation gap with other major AI infrastructure providers as its business continues to scale. Broader Coverage of AI Infrastructure Names In addition to CoreWeave, BNP Paribas initiated coverage of Nebius Group with a Neutral rating and a $255 price target. The firm noted that Nebius shares have already climbed nearly 190% from their recent lows, prompting a more balanced outlook despite continued interest in AI-related investments. For CoreWeave, however, the combination of positive analyst sentiment, strong sector momentum and ongoing demand for AI computing resources helped drive another day of gains as investors continue to focus on companies positioned to benefit from the rapid expansion of artificial intelligence. CoreWeave stock price Original: CoreWeave Shares Advance Following BNP Paribas Upgrade and Ongoing AI Sector Strength (CRWV)

Nvidia Confident on AI Chip Supply Despite Continuing Constraints (NVDA)June 2, 2026 6:22 AM
IH Market News Nvidia (NASDAQ:NVDA) has secured enough supply capacity to support continued expansion in both its central processing unit and graphics processing unit businesses, even as demand for artificial intelligence hardware remains exceptionally strong, according to comments from Chief Executive Jensen Huang reported by Reuters on Tuesday. The update offers reassurance to investors that the company remains positioned to meet growing customer demand despite ongoing pressures across parts of the semiconductor supply chain. Huang Highlights Strong Supply Position Speaking during Computex week in Taipei, Huang said Nvidia has obtained the resources necessary to sustain growth across its key product categories as AI adoption accelerates globally. Reuters reported that the Nvidia chief executive acknowledged supply limitations have not disappeared entirely, particularly as demand for the company’s chips continues to rise at a rapid pace. Nvidia’s processors are widely used in data centres around the world and have become a critical component of the infrastructure powering artificial intelligence applications. Demand Continues to Outpace Industry Capacity The company remains one of the primary beneficiaries of the global AI boom, with technology companies, cloud providers and enterprises investing heavily in computing infrastructure. While Huang indicated that supply constraints are still present, his comments suggest Nvidia believes it has secured sufficient manufacturing capacity and component availability to maintain its growth trajectory. The remarks come as the semiconductor industry continues to work through capacity challenges driven by surging demand for advanced AI chips. New AI PC Chip Broadens Product Portfolio Huang’s comments followed the unveiling of a new Nvidia processor designed to bring artificial intelligence capabilities directly to personal computers. The chip was introduced just one day earlier and is expected to launch during the autumn. The product marks Nvidia’s latest push beyond data centres and into the growing AI PC market, where manufacturers are increasingly integrating AI-powered features into consumer and enterprise devices. Competition Intensifies in the AI PC Market The upcoming processor will place Nvidia in direct competition with several major technology companies already targeting the AI-enabled personal computer segment. Among its rivals are Advanced Micro Devices, Intel and Apple, all of which have been investing heavily in AI-focused chip development. As demand for artificial intelligence expands across both enterprise infrastructure and consumer devices, Nvidia is seeking to strengthen its presence across multiple computing markets while maintaining its leadership position in AI hardware. The company’s latest comments suggest that, despite lingering supply-chain challenges, management remains confident in its ability to support growing demand and capitalize on the next phase of AI-driven growth. Nvidia stock price Original: Nvidia Confident on AI Chip Supply Despite Continuing Constraints (NVDA)

THIS IS A BIG DEAL. It solidifies that NVDA is helping industry through multiple applications. To have the best and biggest chip manufacturer convert to NVDA programs speaks volumes.

NVIDIA (NASDAQ:NVDA) revealed that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is deploying a range of its artificial intelligence and accelerated computing technologies throughout semiconductor development and manufacturing processes, deepening the partnership between the two companies.

The initiative spans multiple areas of chip production, from lithography and materials research to factory optimization and defect detection, as semiconductor manufacturers increasingly adopt AI-driven tools to improve efficiency and performance.

AI-Powered Lithography Delivers Efficiency Gains
One of the key technologies being implemented is NVIDIA’s cuLitho platform, which TSMC is using for computational lithography applications.

According to the companies, the solution has generated improvements of between 20% and 50% in either cost efficiency or processing cycle times compared with traditional CPU-based approaches.

The technology is designed to accelerate one of the most computationally intensive stages of semiconductor manufacturing, helping optimize chip patterning and production workflows.

Faster Materials Research Through Accelerated Simulation
TSMC is also leveraging NVIDIA’s cuEST software for electronic structure simulation, enabling significantly faster analysis of semiconductor materials.

The companies stated that the platform can deliver chemistry simulations up to 50 times faster than conventional methods, supporting the design and development of advanced semiconductor materials.

By shortening simulation times, engineers can evaluate a broader range of material candidates and accelerate research and development cycles.

Machine Learning Enhances Process Control
For manufacturing process optimization, TSMC has incorporated NVIDIA’s cuML machine learning library into its advanced process control systems.

The platform enables the analysis of hundreds of thousands of manufacturing parameters across thousands of production stages, allowing engineers to identify inefficiencies and reduce process variation more effectively.

According to TSMC, the technology has contributed to meaningful improvements in process consistency and operational performance.

GPU Computing Improves Fab Productivity
The semiconductor manufacturer is also deploying NVIDIA H200 GPUs to support production scheduling and factory management.

By using GPU-accelerated computing for scheduling calculations, TSMC has been able to better manage complex manufacturing constraints and optimize production flows within its fabrication facilities.

The companies said these enhancements have resulted in measurable productivity improvements across fab operations.

AI Vision Systems Strengthen Defect Detection
Another area of collaboration focuses on quality control and inspection.

TSMC is utilizing NVIDIA’s Metropolis platform alongside the NVIDIA TAO Toolkit to develop advanced vision AI systems capable of identifying semiconductor defects at nanometer scale.

The technology improves defect classification accuracy while reducing the amount of manual labeling and model retraining required, helping streamline inspection processes and improve manufacturing yields.

Digital Twin Technology Supports Virtual Factory Design
TSMC is additionally evaluating NVIDIA Omniverse libraries as part of its FabTwin initiative, a virtual manufacturing environment designed to simulate and optimize fabrication facilities.

The digital platform allows engineers to test equipment layouts, production scenarios and workflow configurations in a virtual setting before implementing changes in physical facilities.

This approach can help reduce deployment risks, improve planning efficiency and accelerate factory optimization efforts.

NVIDIA Highlights Growing Role of AI in Manufacturing
Commenting on the partnership, NVIDIA founder and Chief Executive Officer Jensen Huang emphasized the increasing role of artificial intelligence within advanced semiconductor production.

“TSMC is bringing NVIDIA AI and accelerated computing into the fab itself, tackling some of the world’s most complex design and manufacturing challenges,” said Jensen Huang, NVIDIA’s founder and CEO.

NVIDIA (NASDAQ:NVDA) revealed that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is deploying a range of its artificial intelligence and accelerated computing technologies throughout semiconductor development and manufacturing processes, deepening the partnership between the two companies.

The initiative spans multiple areas of chip production, from lithography and materials research to factory optimization and defect detection, as semiconductor manufacturers increasingly adopt AI-driven tools to improve efficiency and performance.

AI-Powered Lithography Delivers Efficiency Gains
One of the key technologies being implemented is NVIDIA’s cuLitho platform, which TSMC is using for computational lithography applications.

According to the companies, the solution has generated improvements of between 20% and 50% in either cost efficiency or processing cycle times compared with traditional CPU-based approaches.

The technology is designed to accelerate one of the most computationally intensive stages of semiconductor manufacturing, helping optimize chip patterning and production workflows.

Faster Materials Research Through Accelerated Simulation
TSMC is also leveraging NVIDIA’s cuEST software for electronic structure simulation, enabling significantly faster analysis of semiconductor materials.

The companies stated that the platform can deliver chemistry simulations up to 50 times faster than conventional methods, supporting the design and development of advanced semiconductor materials.

By shortening simulation times, engineers can evaluate a broader range of material candidates and accelerate research and development cycles.

Machine Learning Enhances Process Control
For manufacturing process optimization, TSMC has incorporated NVIDIA’s cuML machine learning library into its advanced process control systems.

The platform enables the analysis of hundreds of thousands of manufacturing parameters across thousands of production stages, allowing engineers to identify inefficiencies and reduce process variation more effectively.

According to TSMC, the technology has contributed to meaningful improvements in process consistency and operational performance.

GPU Computing Improves Fab Productivity
The semiconductor manufacturer is also deploying NVIDIA H200 GPUs to support production scheduling and factory management.

By using GPU-accelerated computing for scheduling calculations, TSMC has been able to better manage complex manufacturing constraints and optimize production flows within its fabrication facilities.

The companies said these enhancements have resulted in measurable productivity improvements across fab operations.

AI Vision Systems Strengthen Defect Detection
Another area of collaboration focuses on quality control and inspection.

TSMC is utilizing NVIDIA’s Metropolis platform alongside the NVIDIA TAO Toolkit to develop advanced vision AI systems capable of identifying semiconductor defects at nanometer scale.

The technology improves defect classification accuracy while reducing the amount of manual labeling and model retraining required, helping streamline inspection processes and improve manufacturing yields.

Digital Twin Technology Supports Virtual Factory Design
TSMC is additionally evaluating NVIDIA Omniverse libraries as part of its FabTwin initiative, a virtual manufacturing environment designed to simulate and optimize fabrication facilities.

The digital platform allows engineers to test equipment layouts, production scenarios and workflow configurations in a virtual setting before implementing changes in physical facilities.

This approach can help reduce deployment risks, improve planning efficiency and accelerate factory optimization efforts.

NVIDIA Highlights Growing Role of AI in Manufacturing
Commenting on the partnership, NVIDIA founder and Chief Executive Officer Jensen Huang emphasized the increasing role of artificial intelligence within advanced semiconductor production.

“TSMC is bringing NVIDIA AI and accelerated computing into the fab itself, tackling some of the world’s most complex design and manufacturing challenges,” said Jensen Huang, NVIDIA’s founder and CEO.

The announcement was made during NVIDIA’s GTC Taipei event, where the company showcased a range of technologies aimed at expanding the use of AI across industrial, enterprise and manufacturing applications.

This bump up is nice to see, once in a while!

Low Pole Reversal on 1 June 2026. GLTA

🚀🚀🚀

AI Enthusiasm Set to Support Wall Street Open: Dow Jones, S&P, Nasdaq, FuturesJune 1, 2026 9:17 AM
IH Market News U.S. stock futures traded modestly higher on Monday, pointing to a positive start for the new trading week as investors continued to embrace artificial intelligence-related opportunities following another major product announcement from Nvidia (NASDAQ:NVDA). The upbeat tone comes after Wall Street ended Friday’s volatile session with gains across the major benchmarks, pushing all three leading indices to fresh record closing highs. Nvidia and Microsoft Unveil New AI-Powered PC Platform Investor sentiment received a boost after Nvidia (NASDAQ:NVDA) introduced RTX Spark, a new AI-focused “superchip” developed in partnership with Microsoft (NASDAQ:MSFT). The company said the platform is designed to transform Windows-based personal computers for the age of AI-powered digital assistants. “The PC is being reinvented,” said NVIDIA founder and CEO Jensen Huang. “For forty years, you launched apps. Click. Type. With RTX Spark and Microsoft Windows, you ask — and the PC does the work.” The announcement fueled premarket gains in several technology names. Nvidia shares advanced 2.4%, while Microsoft climbed 3.8%. Computer manufacturers Dell (NYSE:DELL) and HP (NYSE:HPE) also traded sharply higher ahead of the opening bell as investors assessed the potential impact of AI-enabled PCs on future demand. Middle East Tensions Continue to Limit Risk Appetite Despite the optimism surrounding artificial intelligence, investors remained cautious as geopolitical uncertainty persisted in the Middle East. Oil prices moved sharply higher after U.S. Central Command announced it had carried out “self-defense strikes” against Iranian radar installations and drone command facilities during the weekend. Iran’s Islamic Revolutionary Guard Corps responded by saying it had targeted an air base allegedly linked to a U.S. attack on a telecommunications facility located on Sirik Island in southern Hormozgan province. The renewed hostilities added another layer of uncertainty to global markets and helped push crude prices higher. Trump Signals Confidence in Ongoing Negotiations Amid the escalating tensions, President Donald Trump sought to reassure markets that diplomatic efforts remain active. In a post published on Truth Social early Monday, Trump said that “Iran really wants to make a deal” while encouraging patience as negotiations continue. “Just sit back and relax, it will all work out well in the end – It always does!” Trump said. Investors continue to monitor developments closely for signs that a broader agreement could ease geopolitical risks and stabilize energy markets. Wall Street Closed Last Week at Record Highs Stocks finished Friday’s session in positive territory despite intraday volatility. The Dow Jones Industrial Average led the gains, advancing 363.49 points, or 0.7%, to close at 51,032.46. The Nasdaq Composite added 55.15 points, or 0.2%, ending at 26,972.62, while the S&P 500 gained 16.43 points, or 0.2%, to finish at 7,580.06. All three benchmarks ended the session at record closing levels. For the shortened trading week, the Nasdaq surged 2.4%, the S&P 500 gained 1.4%, and the Dow rose 0.9%. Investors Await Clarity on Potential U.S.-Iran Agreement Market participants remain broadly optimistic that Washington and Tehran can reach an agreement, although many appear reluctant to take aggressive positions until more details emerge. Recent reports have indicated that both countries may have agreed to a framework for extending the current ceasefire by 60 days. The reported arrangement could pave the way for reopening the Strait of Hormuz and restarting negotiations over Iran’s nuclear program, although President Trump has not yet formally approved the proposal. In another social media post, Trump said he would meet with advisors in the situation room to make a “final determination” regarding the agreement. Trump added that some less significant issues had already been resolved but reiterated that Iran must agree never to obtain a nuclear weapon and must immediately reopen the Strait of Hormuz without imposing tolls. Dell’s Rally Highlights Ongoing Technology Momentum Technology shares received additional support from Dell Technologies (NYSE:DELL), which surged more than 33.7% on Friday after posting stronger-than-expected fiscal first-quarter results and increasing its full-year guidance. The rally helped propel computer hardware stocks sharply higher, with the NYSE Arca Computer Hardware Index jumping 8.6% to a new record closing high. NetApp and Software Stocks Also Post Strong Gains NetApp (NASDAQ:NTAP) was another standout performer, soaring 22.4% after reporting quarterly results that exceeded expectations and issuing optimistic guidance. Software companies also attracted significant buying interest, with the Dow Jones U.S. Software Index climbing 6.2% to its highest closing level in four months. Elsewhere, gold and brokerage stocks moved higher, while telecom, retail and natural gas shares underperformed during the session. Nvidia stock price Microsoft stock price Dell stock price Hewlett Packard Enterprise stock price NetApp stock price Original: AI Enthusiasm Set to Support Wall Street Open: Dow Jones, S&P, Nasdaq, Futures

Five Key Market Themes Investors Will Be Watching This WeekJune 1, 2026 6:50 AM
IH Market News A renewed, though relatively limited, exchange of military action between the United States and Iran has tempered optimism surrounding a swift diplomatic breakthrough. Nevertheless, many market participants continue to believe that a longer-term agreement remains achievable. Meanwhile, a packed economic calendar is expected to provide fresh clues about the impact of the Iran conflict on the U.S. economy, while results from AI semiconductor leader Broadcom (NASDAQ:AVGO) are likely to attract significant attention from investors. 1. Focus Remains on Middle East Negotiations Developments surrounding efforts to end the conflict between the United States and Iran are expected to remain a dominant driver of market sentiment. U.S. President Donald Trump has repeatedly stated that he believes Tehran is interested in reaching an agreement, although major issues—including Iran’s nuclear ambitions—continue to complicate negotiations. The White House is currently reviewing a proposed memorandum of understanding that could extend the existing ceasefire, reopen shipping routes through the Strait of Hormuz and establish a framework for future nuclear discussions. Iranian officials have also indicated that any agreement must protect the country’s interests, highlighting the challenges that remain before a deal can be finalized. Although diplomatic talks continue, recent military exchanges have reduced expectations for an immediate resolution and have kept concerns alive about the potential inflationary effects of elevated energy prices. Brent crude remains well above levels seen before hostilities began in late February, despite trading below the peaks reached earlier in the conflict. Still, David Morrison, Senior Market Analyst at Trade Nation, noted that “investors appear quite sanguine over the ongoing war between the U.S. and Iran, convinced that it will soon be over.” 2. U.S. Employment Data Takes Centre Stage This week’s economic calendar will be highlighted by the release of the latest U.S. nonfarm payrolls report, a closely watched indicator of labour market strength. Economists currently expect the U.S. economy to have created 95,000 jobs in May, down from 115,000 in April. The unemployment rate is projected to remain unchanged at 4.3%. Additional labour market indicators, including job openings, private-sector payroll figures and layoff data, will also be released throughout the week. The figures will be closely monitored by Federal Reserve policymakers as they assess the balance between slowing growth risks and persistent inflation pressures when considering future interest-rate decisions. 3. ISM Surveys and Beige Book Expected to Offer Economic Insights Investors will also receive fresh readings on activity across key sectors of the U.S. economy. The Institute for Supply Management’s manufacturing purchasing managers’ index is forecast to rise to 53.3 in May from 52.7 in April, indicating continued expansion in factory activity. Economists also expect the prices-paid component to increase to 85.3 from 84.6, potentially providing further evidence of inflationary pressures. Later in the week, the ISM services index is expected to edge higher to 53.8 from 53.6 previously, offering insight into the health of the country’s largest economic sector. Investors will additionally analyze the Federal Reserve’s Beige Book report, scheduled for release on Wednesday, which summarizes economic conditions across the central bank’s twelve regional districts. Analysts at ING believe the data could reinforce expectations that the Fed remains more focused on inflation risks than employment concerns. “This week’s data should further support the growing narrative that the Fed can be comfortable with its full employment mandate and can focus squarely on the upside risks to inflation,” ING analysts said. 4. Broadcom Results Set to Test AI Optimism Corporate earnings will also be in focus, with semiconductor giant Broadcom (NASDAQ:AVGO) scheduled to report results on Wednesday. The company’s performance is expected to provide investors with another important gauge of demand related to artificial intelligence infrastructure spending, one of the strongest themes driving equity markets in recent months. Broadcom and other chipmakers have benefited from substantial investment across the technology sector aimed at developing and operating increasingly sophisticated AI systems. The Philadelphia Semiconductor Index has rebounded sharply since its March low, while Broadcom shares have climbed more than 52% during the same period. Investors will be looking for confirmation that AI-related demand remains robust. 5. Nvidia’s Windows AI Chips Could Draw Additional Attention Artificial intelligence is also expected to remain a key theme outside the earnings calendar. Nvidia (NASDAQ:NVDA) recently unveiled a new family of processors designed for Microsoft Windows-based laptops and desktop computers. The new RTX Spark platform incorporates Nvidia’s N1X processor, a custom Arm-based chip developed in partnership with Microsoft and MediaTek. Chief Executive Jensen Huang introduced the new “superchips” during his keynote presentation at the COMPUTEX technology conference in Taiwan, describing them as being optimized for locally hosted AI agents. According to Huang, Nvidia worked closely with Microsoft to ensure the software platform could fully support the new generation of AI-powered PCs. The processors are expected to remain in focus this week as Microsoft hosts its own developer conference beginning Tuesday, where Chief Executive Satya Nadella is scheduled to deliver a keynote address that may provide additional details about the company’s AI strategy and Windows ecosystem. Broadcom stock price Nvidia stock price Original: Five Key Market Themes Investors Will Be Watching This Week

TSMC Expands Use of NVIDIA AI Technologies Across Chip Production OperationsJune 1, 2026 5:41 AM
IH Market News NVIDIA (NASDAQ:NVDA) revealed that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is deploying a range of its artificial intelligence and accelerated computing technologies throughout semiconductor development and manufacturing processes, deepening the partnership between the two companies. The initiative spans multiple areas of chip production, from lithography and materials research to factory optimization and defect detection, as semiconductor manufacturers increasingly adopt AI-driven tools to improve efficiency and performance. AI-Powered Lithography Delivers Efficiency Gains One of the key technologies being implemented is NVIDIA’s cuLitho platform, which TSMC is using for computational lithography applications. According to the companies, the solution has generated improvements of between 20% and 50% in either cost efficiency or processing cycle times compared with traditional CPU-based approaches. The technology is designed to accelerate one of the most computationally intensive stages of semiconductor manufacturing, helping optimize chip patterning and production workflows. Faster Materials Research Through Accelerated Simulation TSMC is also leveraging NVIDIA’s cuEST software for electronic structure simulation, enabling significantly faster analysis of semiconductor materials. The companies stated that the platform can deliver chemistry simulations up to 50 times faster than conventional methods, supporting the design and development of advanced semiconductor materials. By shortening simulation times, engineers can evaluate a broader range of material candidates and accelerate research and development cycles. Machine Learning Enhances Process Control For manufacturing process optimization, TSMC has incorporated NVIDIA’s cuML machine learning library into its advanced process control systems. The platform enables the analysis of hundreds of thousands of manufacturing parameters across thousands of production stages, allowing engineers to identify inefficiencies and reduce process variation more effectively. According to TSMC, the technology has contributed to meaningful improvements in process consistency and operational performance. GPU Computing Improves Fab Productivity The semiconductor manufacturer is also deploying NVIDIA H200 GPUs to support production scheduling and factory management. By using GPU-accelerated computing for scheduling calculations, TSMC has been able to better manage complex manufacturing constraints and optimize production flows within its fabrication facilities. The companies said these enhancements have resulted in measurable productivity improvements across fab operations. AI Vision Systems Strengthen Defect Detection Another area of collaboration focuses on quality control and inspection. TSMC is utilizing NVIDIA’s Metropolis platform alongside the NVIDIA TAO Toolkit to develop advanced vision AI systems capable of identifying semiconductor defects at nanometer scale. The technology improves defect classification accuracy while reducing the amount of manual labeling and model retraining required, helping streamline inspection processes and improve manufacturing yields. Digital Twin Technology Supports Virtual Factory Design TSMC is additionally evaluating NVIDIA Omniverse libraries as part of its FabTwin initiative, a virtual manufacturing environment designed to simulate and optimize fabrication facilities. The digital platform allows engineers to test equipment layouts, production scenarios and workflow configurations in a virtual setting before implementing changes in physical facilities. This approach can help reduce deployment risks, improve planning efficiency and accelerate factory optimization efforts. NVIDIA Highlights Growing Role of AI in Manufacturing Commenting on the partnership, NVIDIA founder and Chief Executive Officer Jensen Huang emphasized the increasing role of artificial intelligence within advanced semiconductor production. “TSMC is bringing NVIDIA AI and accelerated computing into the fab itself, tackling some of the world’s most complex design and manufacturing challenges,” said Jensen Huang, NVIDIA’s founder and CEO. The announcement was made during NVIDIA’s GTC Taipei event, where the company showcased a range of technologies aimed at expanding the use of AI across industrial, enterprise and manufacturing applications. Nvidia stock price Taiwan Semiconductor stock price Original: TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations

Nvidia Expands AI Ambitions with New Windows PC Chips and Agentic Computing Platform (ECO)June 1, 2026 5:35 AM
IH Market News Nvidia (NASDAQ:NVDA) used the COMPUTEX technology conference in Taiwan to unveil a new processor designed for Microsoft Windows devices, marking a major step in its push into the personal computer market and broadening its presence beyond data centres and AI accelerators. Chief Executive Jensen Huang introduced the new RTX Spark family of “superchips” during his keynote presentation, positioning the platform as a foundation for next-generation AI-enabled laptops and desktop computers. RTX Spark Built Around Nvidia’s New N1X Processor At the heart of the RTX Spark platform is Nvidia’s new N1X processor, a custom-designed chip developed in partnership with Microsoft and created alongside Taiwanese semiconductor company MediaTek. The processor is based on Arm architecture and has been designed to power a new generation of Windows PCs capable of handling advanced artificial intelligence workloads directly on the device. According to Huang, the platform is primarily intended to support locally hosted AI agents, with Nvidia working closely with Microsoft to optimise the Windows software ecosystem for these capabilities. Major PC Manufacturers Adopt the New Platform Huang confirmed that Microsoft’s Surface devices will incorporate the new processors, alongside upcoming products from several of the world’s largest PC manufacturers. Companies expected to launch systems powered by the new chips include HP, Dell, Lenovo, Asus, Acer and MSI. The move places Nvidia in direct competition with established processor suppliers Intel and AMD in the Windows PC market, while also creating a potential challenge for Apple’s MacBook lineup. Interest in Nvidia’s Arm-based PC strategy has been building for several years, particularly after reports emerged in 2023 that the company was developing a dedicated processor for personal computers. Nvidia Introduces Vera AI Agent Processor Alongside the RTX Spark announcement, Nvidia also revealed a new processor called Vera, specifically designed to support AI agents and autonomous software workflows. Huang said Vera was engineered to accelerate agent-based computing tasks and claimed the platform could deliver “80% faster agentic task completion” compared with existing technologies. The company views AI agents—software systems capable of independently performing tasks and making decisions—as a key growth area for the broader artificial intelligence industry. Vera Rubin Platform Moves Into Full Production Nvidia also provided an update on its next-generation Vera Rubin AI architecture, with Huang stating that the platform has now entered full-scale production. He noted that Nvidia’s manufacturing partners are producing the processors at commercial scale, marking an important milestone for the company’s future AI infrastructure roadmap. In a separate statement, Nvidia said shipments of Vera Rubin products are expected to begin during the autumn period. Broader Expansion Across Enterprise and Physical AI Beyond its processor announcements, Nvidia used the event to showcase a wider range of artificial intelligence technologies targeting enterprise customers, data centre operators and physical AI applications. The company continues to position itself at the centre of the rapidly expanding AI ecosystem, with new hardware and software offerings aimed at supporting everything from personal AI assistants to large-scale enterprise deployments and autonomous systems. Nvidia stock price Original: Nvidia Expands AI Ambitions with New Windows PC Chips and Agentic Computing Platform (ECO)

U.S. Futures Edge Higher Despite Renewed U.S.-Iran Tensions; Nvidia Expands Into AI-Powered Windows PCs: Dow Jones, S&P, Nasdaq, Wall StreetJune 1, 2026 5:14 AM
IH Market News U.S. equity futures traded modestly higher on Monday, pointing to a positive start for Wall Street even as fresh military exchanges between the United States and Iran cast doubt on efforts to secure a broader diplomatic agreement. Meanwhile, oil prices advanced again, remaining elevated compared with levels seen before the conflict began, while investors also assessed reports that U.S. President Donald Trump is seeking revisions to a proposed agreement aimed at easing tensions in the region. In the technology sector, Nvidia (NASDAQ:NVDA) unveiled a new generation of processors designed to power Windows-based computers. Wall Street Futures Build on Recent Gains At 03:23 ET, Dow Jones futures were up 54 points, or 0.1%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures outperformed with an increase of 135 points, equivalent to 0.4%. The positive tone followed another strong session for U.S. equities at the end of last week, with major indices reaching fresh record closing levels. Technology shares led the advance, supported in part by Dell’s decision to raise its full-year revenue and profit guidance, which boosted confidence across the sector. Market sentiment in recent weeks has also been supported by expectations that Washington and Tehran could eventually reach an agreement, reducing concerns that prolonged conflict would trigger an energy-driven slowdown accompanied by persistent inflationary pressures. Fresh Military Action Clouds Diplomatic Progress Despite ongoing negotiations, the latest developments in the Middle East highlighted the fragility of any potential agreement. According to reports from the Associated Press, U.S. forces targeted Iranian radar installations and drone-control facilities after Tehran allegedly shot down an American drone over the weekend. Iran later confirmed that it had launched additional retaliatory strikes, while Kuwaiti authorities reported intercepting drones and missiles. Elsewhere in the region, Israel has reportedly expanded military operations in parts of southern Lebanon following drone attacks attributed to Hezbollah. President Donald Trump has continued to express confidence that Iran is interested in reaching an agreement, although negotiations remain focused on several unresolved issues, particularly those relating to Iran’s nuclear programme. The White House is currently reviewing a proposed memorandum of understanding that would reportedly extend an existing ceasefire arrangement, support the reopening of shipping through the Strait of Hormuz and establish a framework for further nuclear discussions. However, Iran’s lead negotiator indicated over the weekend that Tehran would reject any deal that fails to protect what it considers its national rights. Oil Prices Rise as Hormuz Risks Persist Brent crude futures continued their upward trend, climbing 3.1% to $93.92 per barrel by 03:56 ET. Although hopes for a diplomatic breakthrough have prevented prices from revisiting recent highs above $100 per barrel, oil remains significantly more expensive than before the conflict began. Analysts note that even if a formal agreement is reached, normal shipping operations through the Strait of Hormuz may take considerable time to recover. As a result, geopolitical risk premiums remain embedded in energy markets. The strategic waterway handles a substantial portion of global oil and natural gas exports, making disruptions a major concern for energy consumers and policymakers worldwide. Inflation and Interest Rate Concerns Remain in Focus The conflict has had a growing influence on economic expectations, with investors weighing the risk of higher inflation against the possibility of weaker global growth. Rising energy prices have increased speculation that central banks could be forced to maintain higher interest rates for longer or even tighten monetary policy further if inflation accelerates. Such an outcome could weigh on risk-sensitive assets, including equities. ISM Manufacturing Report in Spotlight Attention later on Monday will turn to the latest U.S. manufacturing data from the Institute for Supply Management. Economists expect the ISM manufacturing purchasing managers’ index to rise to 53.3 in May from 52.7 in April. A reading above 50 indicates expansion in the sector. Investors will also monitor the prices-paid component of the report, which is forecast to increase to 85.3 from 84.6. The figure is closely watched as an indicator of inflationary pressures within the manufacturing economy. Nvidia Introduces New AI-Focused Windows Processor Nvidia (NASDAQ:NVDA) attracted attention after unveiling a new processor platform aimed at powering next-generation Windows computers. Chief Executive Jensen Huang introduced the new RTX Spark family of “superchips” during a keynote presentation at the COMPUTEX technology event in Taiwan. The product range incorporates Nvidia’s new N1X processor, developed in partnership with Microsoft and designed alongside Taiwanese semiconductor company MediaTek. The chips are built using Arm-based architecture. According to Huang, the processors are specifically designed to support locally hosted artificial intelligence applications and AI agents. He also noted that Nvidia worked closely with Microsoft to optimise the software ecosystem supporting the new hardware. The launch marks another step in Nvidia’s efforts to extend its leadership in AI computing beyond data centres and into personal computers. Nvidia stock price Original: U.S. Futures Edge Higher Despite Renewed U.S.-Iran Tensions; Nvidia Expands Into AI-Powered Windows PCs: Dow Jones, S&P, Nasdaq, Wall Street

Wolfe Research sees AI workloads expanding CPU market by 30% through 2028May 31, 2026 9:15 AM
IH Market News AI expected to drive a new phase of CPU demand Wolfe Research believes the rise of agentic artificial intelligence and orchestration computing will create a significant expansion in processor demand, projecting that the total addressable CPU market will grow by approximately 30% by 2028. The firm argues that access to manufacturing capacity at Taiwan Semiconductor Manufacturing Company is likely to be a more important factor in determining competitive success than raw chip performance over the next several years. Orchestration CPUs poised for strong growth According to Wolfe, orchestration processors are expected to experience rapid expansion by 2028 as Nvidia’s Rubin Ultra platform moves toward a CPU-to-GPU ratio of roughly 1:1. Despite the anticipated growth, Wolfe expects the orchestration CPU segment to remain largely dominated by companies that already control GPU and accelerated computing ecosystems. The firm’s forecasts for orchestration CPU volumes are based on GPU and XPU shipment assumptions incorporated into its proprietary Wolfe Accelerator Model. ARM designs expected to capture a larger share of AI computing Within the developing market for agentic AI processors, Wolfe Research forecasts that ARM-based architectures will secure between 50% and 75% market share. The research firm believes ARM designs offer advantages in energy efficiency and multi-threaded processing, while x86 architectures retain strengths in single-threaded performance. Under Wolfe’s base-case scenario, where ARM captures half of the agentic CPU market, ARM’s share of the broader CPU industry would increase to roughly 45% by 2028 from approximately 15% today. AMD identified as the biggest potential winner Wolfe Research views Advanced Micro Devices (NASDAQ:AMD) as the company with the most significant upside relative to both its valuation and current scale. The firm projects AMD’s server CPU revenue will rise from approximately $17 billion in 2026 to $44 billion by 2028. According to Wolfe, that growth could add around $7 per share in earnings compared with 2025 levels, boosting AMD’s overall earnings potential to between $25 and $30 per share by 2028. Intel expected to face continued share erosion Although Wolfe forecasts expansion across the overall CPU industry, it believes Intel (NASDAQ:INTC) will continue to lose market share in several important segments. The firm expects pressure in orchestration CPUs as Google increasingly adopts its internally developed Axion processors, while Intel is also projected to lose ground in traditional server CPUs and emerging agentic AI workloads. Nevertheless, Intel’s server CPU revenue is still expected to increase from $22.6 billion in 2026 to $41.5 billion in 2028. Assuming a 30% operating margin on incremental revenue, Wolfe estimates this growth could contribute approximately $1 in additional earnings per share relative to 2025. Nvidia expected to lead CPU shipment expansion Wolfe forecasts Nvidia (NASDAQ:NVDA) will ship more than four million CPUs this year, including roughly 1.3 million Vera agentic processors, with the majority expected to be delivered during the fourth quarter. The firm estimates agentic CPU revenue could reach $6.6 billion in 2026, increase to $14 billion in 2027 and rise further to $24.6 billion in 2028. These forecasts are based on an average selling price of approximately $5,000 per server CPU. While Nvidia is expected to command the largest share of the market, Wolfe notes that CPUs will have a relatively limited impact on earnings because of the company’s much larger accelerator business. The firm estimates CPU products could add roughly $0.50 per share in earnings compared with 2025. Arm Holdings positioned for multiple growth drivers Wolfe Research also sees meaningful upside for Arm Holdings (NASDAQ:ARM), supported by its exposure to orchestration processors, growing adoption of ARM-based agentic CPUs and future opportunities in proprietary silicon products. Using its assumption of a 50% share of the agentic CPU market by 2028, Wolfe projects royalty revenue of approximately $1.5 billion in 2027, increasing to $2.5 billion in 2028. The firm also forecasts ARM-generated silicon revenue of around $2 billion in 2028. According to Wolfe’s estimates, datacenter CPU royalties could contribute roughly $1.25 per share in additional earnings compared with 2025, while silicon-related activities could add another $0.30 per share. Combined, these contributions could support earnings power of approximately $4.50 per share by 2028, although Wolfe cautions that the stock continues to trade at a premium valuation. Semiconductor manufacturers also stand to benefit The anticipated increase in CPU demand is expected to translate into approximately 20% wafer growth over the next two years for semiconductor equipment manufacturers. Even so, Wolfe expects GPUs and XPUs to remain the primary drivers of demand for advanced manufacturing capacity, with AI accelerators continuing to account for the largest share of leading-edge wafer production. Advanced Micro Devices stock price Intel stock price Nvidia stock price Arm Holdings stock price Original: Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

NVDA, buy the dip

A nice read


Siemens | NVIDIA Customer Stories https://share.google/NYJq4QLm54U0jBfAM

In Double Bottom Breakdown pattern/mode since 22 May 2026.
Short term neutral. Long term bullish. BLTA

I bet you are! Kudos!

I own both so I’m very happy

NVDA vs AMD

https://stockanalysis.com/stocks/nvda/statistics/

Total Valuation
NVIDIA has a market cap or net worth of $5.20 trillion. The enterprise value is $5.16 trillion.
AMD has a market cap or net worth of $821.64 billion. The enterprise value is $813.17 billion.

Share Statistics
NVIDIA has 24.22 billion shares outstanding. The number of shares has decreased by -1.11% in one year.
AMD has 1.63 billion shares outstanding. The number of shares has increased by 0.51% in one year.

Income Statement
In the last 12 months, NVIDIA had revenue of $253.49 billion and earned $159.61 billion in profits. Earnings per share was $6.53
In the last 12 months, AMD had revenue of $37.45 billion and earned $5.01 billion in profits. Earnings per share was $3.05

Balance Sheet
NVDA has $53.17 billion in cash and $12.81 billion in debt, with a net cash position of $40.36 billion or $1.67 per share.
AMD has $12.35 billion in cash and $3.87 billion in debt, with a net cash position of $8.48 billion or $5.20 per share.

Cash Flow
NVDA In the last 12 months, operating cash flow was $125.65 billion and capital expenditures -$6.57 billion, giving a free cash flow of $119.08 billion.
AMD In the last 12 months, operating cash flow was $9.73 billion and capital expenditures -$1.15 billion, giving a free cash flow of $8.57 billion.

Margins
NVDA Gross margin is 74.15%, with operating and profit margins of 64.02% and 62.97%.
AMD Gross margin is 53.06%, with operating and profit margins of 11.78% and 13.37%.

Financial Efficiency
NVDA Return on equity (ROE) is 114.29% and return on invested capital (ROIC) is 104.67%.
AMD Return on equity (ROE) is 8.06% and return on invested capital (ROIC) is 7.83%.

Valuation Ratios
The trailing PE ratio is 32.91 and the forward PE ratio is 21.54. NVIDIA's PEG ratio is 0.49.
The trailing PE ratio is 168.03 and the forward PE ratio is 57.95. AMD's PEG ratio is 1.03.

Enterprise Valuation
NVDA The stock's EV/EBITDA ratio is 31.20, with an EV/FCF ratio of 43.36
AMD The stock's EV/EBITDA ratio is 109.44, with an EV/FCF ratio of 94.84.

Taxes
In the past 12 months, NVIDIA has paid $29.83 billion in taxes. Effective Tax Rate 15.75%
In the past 12 months, AMD has paid $12.00 million in taxes. Effective Tax Rate 0.24%

NVIDIA Reveals New Taipei AI Campus and Expands Taiwan Investment Plans (NVDA)May 27, 2026 7:56 AM
IH Market News NVIDIA (NASDAQ:NVDA) chief executive Jensen Huang unveiled the company’s new Constellation campus in Taipei on Wednesday and said the group plans to increase its annual investment in Taiwan to as much as $150 billion. Speaking during the launch event, Huang said NVIDIA’s yearly spending in Taiwan has risen sharply from roughly $10 billion to $15 billion four or five years ago to around $100 billion today. He added that the company intends to raise that figure to approximately $150 billion per year, although he did not specify the timeline for the expanded investment programme. Taipei Mayor Chiang Wan-an attended the ceremony and presented Huang with a symbolic key to the city along with a traditional calligraphy scroll. During the event, the mayor said the global technology industry is closely watching NVIDIA’s role in shaping the future of artificial intelligence. The Constellation campus will be built within the Beitou-Shilin Technology Park in northern Taipei and will cover nearly four hectares. NVIDIA said the site is being designed to house around 4,000 employees and is expected to become one of the largest AI research and development centres in the Asia-Pacific region. The architecture of the facility will mirror elements of NVIDIA’s headquarters in Santa Clara. Construction on the project is expected to begin later this year, with operations scheduled to start in 2030, according to Huang. During his presentation, Huang also discussed the growing role of physical AI and its potential to reshape global manufacturing. He said Taiwanese partners are expected to benefit significantly from NVIDIA technologies that could transform industrial production processes. The CEO additionally confirmed that the NVIDIA Gear Store located on the campus will be accessible to the public. On Tuesday evening, TSMC chief executive Dr. C.C. Wei joined Huang and members of the NVIDIA leadership team for a dinner meeting in Taipei. Nvidia stock price Original: NVIDIA Reveals New Taipei AI Campus and Expands Taiwan Investment Plans (NVDA)