Siren Divcon Leaders Dividend ETF

NVIDIA Plans to Participate in CES 2026 in Las Vegas

NVIDIA Denies Allegations Regarding Chinese Firm DeepSeek's Use of Restricted Chips

Eventide Increases Broadcom Holdings to 50,971 Shares

Nvidia to participate in SIGGRAPH Asia 2025 conference in Hong Kong.

Tech stocks plummet on AI bubble fears, Nvidia shares fall over 3%

Oracle denies delay in OpenAI project delivery, data center construction proceeds as planned

White House advisor suggests China may be rejecting H200 chips as it wants semiconductor independence.

China is considering a new fund of up to 500 billion RMB to support its domestic chip industry, Bloomberg reports.

Starcloud Satellite Successfully Runs Nvidia GPU for AI Model Training

Analysis suggests NVIDIA faces challenges from the local self-reliance wave in China

Huang Rumen Named Financial Times Person of the Year

NVIDIA's EVP of Operations sells $41.4 million in shares.

NVIDIA Vice President Sells Shares to Cover Option Exercise and/or Taxes

NVIDIA CFO Colette Kress Disposes of NVIDIA Common Stock

Oracle reportedly postpones some OpenAI data center projects to 2028, triggering a tech stock sell-off

Renowned investor Peter Thiel's fund reportedly sold off its NVIDIA stake last quarter

Costco Thanksgiving Pie Sales Set Records at 4.5 Million

Broadcom CEO confirms AI spending will accelerate, delivering good news for Nvidia

NVIDIA Launches Orchestrator Model, Uber Expands Autonomous Taxi Services

RBC Analysis Indicates Broadcom's Q4/2025 Earnings Positively Affect Celestica Business

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

MPWR

On December 12, 2025, Monolithic Power Systems declared a fourth quarter dividend of $1.56 per share, with a record date of December 31, 2025, and payment scheduled for January 15, 2026.1Monolithic Power Systems will be added to the Nasdaq 100 Index, effective December 22, marking its inclusion among the largest non-financial companies by market capitalization listed on the exchange.2

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Monolithic Power

Key facts: Monolithic Power Systems Declares $1.56 Dividend; Joins Nasdaq 100

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Nvidia CEO Jensen Huang revealed on "The Joe Rogan Experience" that Nvidia nearly ran out of cash in the mid-1990s, risking collapse. Sega's Shoichiro Irimajiri saved Nvidia by converting a $5 million payment into equity, allowing Nvidia to pivot and develop the successful RIVA 128 chip. Sega later sold its stake for $15 million, missing out on Nvidia's current multi-trillion-dollar valuation. Nvidia is now a leading GPU supplier for AI projects.

- Nvidia CEO Jensen Huang revealed that the company nearly ran out of cash in the mid-1990s and survived due to a $5 million equity investment from Sega.  
- Huang admitted to Sega's leadership that Nvidia could not deliver the promised graphics chip for the Dreamcast and urged them to find another partner.  
- This investment allowed Nvidia to pivot and develop the successful RIVA 128 graphics processor, leading to its dominance in the GPU market today.

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NVIDIA

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Direxion Semicon Bull 3X

Jensen Huang Says Nvidia Once Faced A Moment It Could 'Vaporize Overnight' Had A Client Not Taken A $5 Million Leap Of Faith

The vaunted AI company may have a more challenging year in 2026.

Is Nvidia's valuation justified as new competitors close the AI gap?

Nvidia is considering expanding production of its H200 chips after a surge in demand from Chinese buyers, driven by U.S. export rules allowing sales with a 25% fee. Chinese firms like Alibaba and ByteDance are seeking large orders, but supply is tight. Nvidia is exploring capacity expansion while managing U.S. supply commitments. Chinese approval is pending, with discussions on linking H200 imports to domestic chip purchases. Nvidia faces challenges in increasing capacity due to competition for manufacturing slots at TSMC.

- Nvidia is considering increasing production of its H200 chips due to overwhelming demand from Chinese buyers, which has exceeded current output capabilities.  
- The demand surged after the U.S. government allowed Nvidia to export the H200 to China with a 25% fee, prompting major firms like Alibaba and ByteDance to place large orders.  
- However, Chinese approval for these imports is still pending, and local firms are concerned that allowing the H200 could hinder their own chip development efforts.

Cryptopolitan

Nvidia weighs expanding H200 output after China rush

Investment experts remain optimistic about the stock market in 2026, despite common misconceptions about midterm election years being bad for markets. Louis Navellier highlights strong earnings growth, with 83% of S&P 500 companies posting positive surprises. Robinhood (HOOD) is a top pick, showing significant revenue and earnings growth. Tech expert Luke Lango emphasizes the ongoing AI megatrend, with companies like Nvidia and Salesforce showing strong demand and growth. Overall, experts suggest a bullish outlook for 2026.

- The article argues against the notion that midterm election years are detrimental to market performance, citing historical data that shows both gains and losses during these years.  
- It highlights strong earnings growth among S&P 500 companies and the ongoing AI megatrend as positive indicators for future market performance.  
- The author encourages investors to adopt a comprehensive view of the market, suggesting that 2026 may present significant opportunities despite common misconceptions about midterm years.

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Salesforce

Two Stocks for a Bullish 2026

The Saturday Spread: Here’s How to Properly Trade the Nvidia (NVDA) Stock Discount

Barchart Option

The Saturday Spread: Here’s How to Properly Trade the Nvidia (NVDA) Stock Discount

COST

General Mills has been bitten by the bug infecting the consumer staples sector, but the weakness could be a buying opportunity for long-term investors.

General Mills

Target

Costco Wholesale

Kroger

1 magnificent S&P 500 dividend stock down 27% to buy and hold forever

These industry leaders each have a mathematically clear path to join the exclusive $3 trillion club.

Alphabet

Alphabet - C

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Apple

Microsoft

Prediction: These 2 unstoppable stocks will join Nvidia, Apple, Alphabet, and Microsoft in the $3 trillion club by 2027

AVGO

Eventide Asset Management LLC increased its holdings in Broadcom Inc. by 61.4% in Q2, owning 50,971 shares worth $14.17 million. Other firms like Vanguard and State Street also adjusted their positions. Analysts mostly rate Broadcom as a "Buy" with an average target price of $435.85. Insiders sold shares worth $303.9 million recently. Broadcom's stock opened at $359.93, with a market cap of $1.70 trillion.

Market Beat

Broadcom

Eventide Asset Management LLC Has $14.17 Million Holdings in Broadcom Inc. $AVGO

Runway is attempting to evolve from a "special effects supplier" in the film industry to an "AI architect" in the physical world. The GWM-1 currently has three model variants: GWM-Worlds, GWM-Robotics, and GWM-Avatars. Among them, Worlds supports real-time environmental interaction and agent navigation training based on physical laws, Robotics is dedicated to generating synthetic data under extreme variables for robot strategy evaluation, and Avatars achieves long-duration human-like dialogue without quality loss through a unified audio-visual architecture

- Runway has launched its first General World Model, GWM-1, entering the competitive "world simulation" arena dominated by giants like Google and Nvidia.  
- GWM-1 is designed to understand physical laws and environmental dynamics, enabling coherent and interactive simulations over extended periods.  
- The model comprises three specialized components—GWM-Worlds, GWM-Robotics, and GWM-Avatars—aiming to unify various domains into a single foundational model while enhancing Runway's capabilities in both creative and industrial applications.

Wallstreetcn

"World Model" competition upgraded: Runway launches GWM-1, real-time interaction can last for several minutes

CRCL

These Wall Street analysts are forecasting substantial gains for shareholders of Nvidia and Circle Internet Group.

Circle

2 magnificent stocks to buy before they soar 95% and 215% in 2026, according to Wall Street analysts

PYPL

AI-assisted shopping is expected to become mainstream by 2026, driven by partnerships between payment giants and AI companies. Visa's Oliver Jenkyn predicts chatbot-based shopping features by 2025, with AI-powered assistants influencing purchasing decisions. Full AI-driven transactions will take longer due to consumer habits. Payment giants like Visa, Mastercard, and PayPal are strategically positioning themselves for this shift.

- AI-assisted shopping is projected to become mainstream by 2026, driven by partnerships between payment companies and AI firms.  
- Chatbot-based shopping features are expected to be available by 2025, with significant influence on purchasing decisions, particularly for standardized items.  
- Global payment giants like Visa, Mastercard, and PayPal are strategically positioning themselves to adapt to this shift in consumer behavior.  

GuruFocus

Paypal

Visa

Mastercard

AI-Powered Shopping to Become Mainstream by 2026, Says Visa Executive

ORCL

MSFT

Song Xuetao looks ahead to the US stock market in 2026, focusing on the AI investment bubble and market vulnerabilities. In 2025, the US stock market experienced tariff shocks and fiscal shifts, with the AI boom boosting market sentiment. Recently, the AI narrative has come under scrutiny, as tech giants ramp up financing, exacerbating irrational market exuberance. The existence of an AI investment bubble and its impacts are being discussed, emphasizing that AI has limited effects on productivity improvement and that systemic risks should be monitored

- In 2025, the U.S. stock market faced significant challenges from tariffs, fiscal shifts, and industrial trends, yet demonstrated resilience post-shock.  
- Major investments in AI by companies like OpenAI and Oracle have driven market optimism, although concerns about potential bubbles and the sustainability of high capital expenditures have emerged.  
- The intertwining of political uncertainty and liquidity issues may further complicate the market's stability, with the AI narrative becoming increasingly vulnerable to external pressures.

Oracle

Song Xuetao 2026 US Stock Market Outlook: The Internal Melting Point and External Turning Point of the AI Bubble