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26.03.26 - 19:07
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Chip Security Bill Advances in House Following Super Micro Case (Bloomberg)
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A House panel advanced legislation that would require the Commerce Department to demand chipmakers do more to keep AI technology from being smuggled to China, an effort that's gained new urgency after last week's indictment of a Super Micro Computer Inc. co-founder for allegedly diverting Nvidia Corp. processors to Chinese buyers....
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26.03.26 - 19:07
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Nvidia: Privatinvestoren schmeißen das Handtuch (Der Aktionaer)
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Die Situation im Nahen Osten bleibt angespannt – und das spiegelt sich auch im Kurs von Nvidia wider. Die Aktie handelt derzeit auf dem gleichen Niveau, wie noch im August 2025. Das hat Folgen: für viele Privatinvestoren ist die monatelange Seitwärtsphase Grund genug, um sich von den Papieren zu trennen....
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26.03.26 - 19:02
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NVIDIA Falls 3% as Investors Weigh GTC Optimism Against a Revived Class Action Lawsuit (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) finds itself caught between two powerful forces on Thursday. NVDA stock is down roughly 3% in today's session, a modest but notable move that reflects a genuine tug-of-war between investor enthusiasm heading into the GTC technology conference and renewed legal scrutiny tied to the company's past revenue disclosures. The broader market isn't helping. ... NVIDIA Falls 3% as Investors Weigh GTC Optimism Against a Revived Class Action Lawsuit
The post NVIDIA Falls 3% as Investors Weigh GTC Optimism Against a Revived Class Action Lawsuit appeared first on 24/7 Wall St.....
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26.03.26 - 18:01
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Identical Tech Exposure, Lower Cost or Greater Liquidity? VGT vs. FTEC (Fool)
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The Vanguard Information Technology ETF (VGT) and the Fidelity MSCI Information Technology Index ETF (FTEC) hold nearly identical portfolios dominated by companies like Nvidia, Apple, and Microsoft. With holdings largely the same, the difference comes down to cost and liquidity, and which matters more for how the position is used....
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26.03.26 - 16:25
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Nvidia vs Palantir: Which AI Stock is a Long-Term Buy? (24/7 Wall St.)
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Tech giant Nvidia (NASDAQ: NVDA) reported Q4 revenue of $68.13 billion, up 73.2% year-over-year, while Palantir Technologies (NASDAQ: PLTR) posted Q4 revenue of $1.41 billion, up 70% year-over-year. Both are pure-play AI beneficiaries, but they sit at opposite ends of the stack: one sells the hardware that powers AI, the other sells the software that ... Nvidia vs Palantir: Which AI Stock is a Long-Term Buy?
The post Nvidia vs Palantir: Which AI Stock is a Long-Term Buy? appeared first on 24/7 Wall St.....
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26.03.26 - 15:48
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ReelTime′s RI′s Structural Advantage Shines in AI Video After Reports OpenAI Abandoned Sora, Sacrificing a Landmark $1 Billion Disney Deal to Redirect Compute Elsewhere (GlobeNewswire EN)
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RI's Efficient Distributed Architecture Is Creating Separation in Video and Multimodal AI as Microsoft (MSFT), NVIDIA (NVDA), Alphabet (GOOGL), Meta Platforms (META), Palantir (PLTR), OpenAI, Anthropic, xAI, and Luma Com RI's Efficient Distributed Architecture Is Creating Separation in Video and Multimodal AI as Microsoft (MSFT), NVIDIA (NVDA), Alphabet (GOOGL), Meta Platforms (META), Palantir (PLTR), OpenAI, Anthropic, xAI, and Luma Com...
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26.03.26 - 15:31
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NVIDIA Stock Has Gas in the Tank Amid Mag 7’s $650B+ Capex Surge (24/7 Wall St.)
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Collectively, the Magnificent Seven companies are spending colossal sums of money on CapEx as they look to swing for the fences on AI. With CapEx in the ballpark of $650 billion for this year, it certainly feels like there's a “capital war” of sorts that might bring forth the need to war-time CEOs. Undoubtedly, some ... NVIDIA Stock Has Gas in the Tank Amid Mag 7's $650B+ Capex Surge
The post NVIDIA Stock Has Gas in the Tank Amid Mag 7's $650B+ Capex Surge appeared first on 24/7 Wall St.....
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26.03.26 - 15:02
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VOO Has Returned 281% Over 10 Years, But Concentration Risk Is Growing (24/7 Wall St.)
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Most investors holding Vanguard 500 Index Fund ETF Shares (NYSEARCA:VOO) don't think of it as a bet on technology. But with 32.2% of the fund sitting in the Information Technology sector, and the top three holdings (NVIDIA, Apple, and Microsoft) collectively representing over 19% of assets, that's effectively what it is. That concentration is worth ... VOO Has Returned 281% Over 10 Years, But Concentration Risk Is Growing
The post VOO Has Returned 281% Over 10 Years, But Concentration Risk Is Growing appeared first on 24/7 Wall St.....
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