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10.06.26 - 04:12
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SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls (24/7 Wall St.)
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The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls...
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10.06.26 - 04:06
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HVLP4 copper foil battle heats up as Nvidia courts Co-Tech (Digitimes)
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Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices....
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10.06.26 - 00:30
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Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure (24/7 Wall St.)
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Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC's MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company's new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure...
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09.06.26 - 21:12
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Live: Will Casey’s Crush Q4 Earnings Tonight After The Bell? (24/7 Wall St.)
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Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Casey's General Stores didn't make the cut. Grab the names FREE today. Q4 Earnings Tonight Could Make or Break Casey's Upcoming Investor Day Setup 3 minutes ago Live Casey's reports Q4 earnings tonight at 4;30 ... Live: Will Casey's Crush Q4 Earnings Tonight After The Bell?...
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09.06.26 - 18:48
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IBM Just Placed a $10 Billion Bet to Become the Nvidia of Quantum Computing (24/7 Wall St.)
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At $280.82, IBM (NYSE:IBM) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case. IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM ... IBM Just Placed a $10 Billion Bet to Become the Nvidia of Quantum Computing...
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