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30.06.26 - 21:42
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The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost? (24/7 Wall St.)
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The YieldMax NVDA Option Income Strategy ETF (NYSEARCA:NVDY) sells investors a specific trade: take NVIDIA (NASDAQ:NVDA) price exposure, give up most of its upside, and collect weekly cash in return. NVDY is one of the largest single-stock covered call ETFs on the market, with about $1.37 billion in net assets. The fund's appeal is straightforward ... The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?...
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30.06.26 - 21:18
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Live: Will Constellation Brands Smash Q1 Earnings After the Bell Tonight? (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 Constellation Brands didn't make the cut. Grab the names FREE today. Q1 Offers The First Real Test for New CEO Bill Fink 9 minutes ago Live This quarter marks one of the first major tests ... Live: Will Constellation Brands Smash Q1 Earnings After the Bell Tonight?...
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30.06.26 - 21:18
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Live: Will Nike Crush Q4 Earnings and Continue Their Turnaround Tonight? (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 Nike didn't make the cut. Grab the names FREE today. Q4 Is A Make-or-Break Quarter Before Investor Day 1 minute ago Live Nike has already laid out much of its turnaround strategy, making tonight's earnings ... Live: Will Nike Crush Q4 Earnings and Continue Their Turnaround Tonight?...
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30.06.26 - 21:15
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Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe (ZeroHedge)
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Here We Go Again: Taiwan Raids Super Micro In AI Chip Probe
Taiwan has intensified its efforts to stop advanced AI hardware from reaching China, carrying out raids at the local offices of Super Micro Computer and several businesses connected to an investigation into the movement of servers equipped with NVIDIA chips, according to Bloomberg.
Investigators searched multiple business locations and the homes of six individuals as part of the inquiry. While prosecutors did not publicly identify those involved, a source familiar with the matter said Super Micro's Taiwan office was among the locations searched. The company said it is fully cooperating with investigators and emphasized that it works to safeguard its technology and ensure its products are sold in compliance with applicable laws. Shares fell about 8% following the announcement.
Bloomberg writes that the probe also reached Chief Telecom and Albatron Technology. Both companies acknowledged the searches, saying day-to-day operations were ...
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30.06.26 - 20:18
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NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026. (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest of the group sprint away. CEO Jensen Huang calls the current moment “the buildout of AI factories, the largest infrastructure expansion in human history”, and the financials back him up. Nvidia's Q1 2027 data Center revenue hit $75.246 billion, ... NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026....
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30.06.26 - 20:12
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Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026 (Bloomberg)
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Bloomberg's Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. And, how a billion-dollar misunderstanding has left Korean investors empty-handed in the blockbuster SpaceX IPO. (Source: Bloomberg)...
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30.06.26 - 20:12
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DeepSeek′s DSpark Just Made Nvidia′s Most Important New Bet Harder to Close (Fool)
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DeepSeek just released DSpark, an inference module that makes its AI models 60% to 85% faster without new hardware. Nvidia is simultaneously ramping a specialized decode rack that requires a second purchase decision from the same customers already buying its GPUs. Here is why that timing matters for the Nvidia investment case....
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30.06.26 - 19:54
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Aspiring Nvidia Rival Gets Backing From Jane Street (Bloomberg)
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Startup Etched is emerging from stealth with an eye towards taking on chip heavyweight Nvidia, as the industry shifts from training AI models to running them. The company has raised $800 million in funding including backing from Jane Street and TSMC-linked firm Venture Tech Alliance. Etched CEO Gavin Uberti sits down with Ed Ludlow for more on "Bloomberg Tech." (Source: Bloomberg)...
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