iShares MSCI USA Momentum Factor ETF

NVIDIA CEO Jensen Huang to Deliver Keynote at GTC Taipei on June 1

Flipkart Prepares to Enter Indian Ticketing Market and Launch Food Delivery Service

NVIDIA to participate in Hannover Messe in Germany

AMD Secures Anthropic Chip Order to Boost AI Market Position

AMD Increases CPU Prices in April Amid Strong Demand

NVIDIA partners with Capcom to launch a joint promotion for the RTX 50 series graphics cards and the game 'Pragmata'

Huang Runchun: DeepSeek's Adaptation on Huawei Platform Unfavorable for the US

Yingbang Becomes AMD MI450 Supplier, Expands Capacity, Sees Promising AI Market Prospects

European Chip Startup Euclyd Plans Major Funding Round

NVIDIA Releases AI System Lyra 2.0

Procurement Obligations of Major Cloud Service Providers and NVIDIA Surge

Report shows a sharp increase in rental prices for NVIDIA's Blackwell series GPUs

NVIDIA Denies Reports of Seeking to Acquire a Major PC Manufacturer

Analysis: Nvidia Faces Challenges from Major Customers Developing Their Own Chips, Squeezing its Power Structure

NVIDIA releases Lyra 2.0 framework, capable of generating explorable 3D worlds from a single image

AMD, along with Qualcomm and Arm, invests an additional $60 million in British autonomous driving startup Wayve

NVIDIA Releases Game Ready 596.21 WHQL Driver, Optimizing Several New Games

Myseum.AI Accepted into Advanced Micro Devices AI Developer Program

NVIDIA H100 rental prices in China reportedly rise 20-30% amid surging AI demand

Micron's Exec VP Michael D. Cordano Sells Stocks

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Euclyd, a European AI chip startup, is raising at least $118 million to compete with Nvidia's GPUs, claiming to offer 100 times higher power efficiency for AI inference. Founded in 2024 and backed by ASML's former CEO, Euclyd's technology processes data in multiple locations, potentially reducing energy use and costs. However, European AI chip startups face funding challenges, having raised only $800 million in 2026 compared to $4.7 billion in the U.S. The market is also affected by geopolitical factors, prompting a push for domestic technology development in Europe.

- Euclyd, a European AI chip startup, is raising at least $118 million to compete with Nvidia's GPUs, claiming up to 100 times higher power efficiency.  
- Despite a growing interest in AI hardware, European startups face funding challenges, raising about $800 million in 2026, compared to $4.7 billion in the U.S.  
- Geopolitical factors, including U.S. export controls on advanced chips, are pushing European companies to bolster domestic production and reduce reliance on foreign technology.

Tip Ranks

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ASML

ASML Holding NV

NVIDIA Corporation

Nvidia (NVDA) Rival Charges into $100 Million Funding as European AI Chip Market Surges

IONQ

IONL

IONX

IonQ Inc. (NYSE: IONQ) stock fell 2.75% to $43.45 in premarket trading on Friday, driven by a rise in short interest to 22.78%. Despite a strong week for the sector, including a contract win from DARPA and Nvidia's AI model launch, profit-taking from investors contributed to the decline. The stock is currently trading 38.1% above its 20-day SMA but remains 6.7% below its 200-day SMA, indicating mixed technical signals.

- IonQ Inc. shares declined by 2.75% to $43.45 amid profit-taking after a more than 50% increase earlier in the week, despite positive sector momentum.  
- Short interest in IonQ rose from 79.48 million to 80.93 million shares, indicating 22.78% of the company's float is shorted.  
- The stock remains in the middle of its 52-week range, trading above its 20-day and 100-day simple moving averages but is still below its 200-day SMA.

benzinga_article

IonQ

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IONQ INC C/WTS (TO PUR COM)

Why IonQ Stock Is Sliding On Friday?

INTC

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SOXL

Nvidia stock has had a good run but not nearly as good as AMD and Intel. Oppenheimer's Rick Schafer thinks the tables will turn.

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Oppenheimer

Nvidia stock is being crushed by AMD, Intel. Why it’s still a ‘top pick’.

NVDD

Nvidia faces increasing competition from AI chip startups, which raised a record $8.3 billion in funding in 2026. Investors are backing these companies as they challenge Nvidia's GPU dominance, arguing that new architectures can improve efficiency for AI inference. Notable funding rounds include $1 billion for Cerebras Systems and over $200 million for European firms like Axelera. Despite Nvidia's significant R&D investments and acquisitions, the startup sector is gaining traction as a core component of AI infrastructure.

- Nvidia continues to dominate the AI chip market, but emerging startups are raising significant funds to challenge its position, with $8.3 billion collected in 2026.  
- Investors are backing these startups due to the argument that new architectures can provide cost and energy efficiency for AI inference, which is becoming critical in deploying AI technologies effectively.  
- Major funding rounds in the U.S. and ongoing developments from Nvidia, including acquisitions and substantial research investments, highlight the competitive landscape of the AI chip industry.

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Nvidia AI chip rivals attract record funding as competition heats up

AAPL

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CLOU

Ned Davis Research has upgraded the technology sector to overweight while downgrading utilities to market weight, citing strong performance and earnings potential in tech driven by AI. The Nasdaq Composite has surged, with major tech stocks like Nvidia and Apple leading the charge. Conversely, the utilities sector has struggled, with rising bond yields making its dividend less attractive. Despite long-term AI-driven demand for electricity, the yield story for utilities has weakened. Overall, the market shows mixed signals, with concerns about the breadth of the rally.

- A surge in demand for AI infrastructure is driving growth in data centers, boosting tech stocks, particularly in the semiconductor and hardware sectors.  
- Ned Davis Research reports a strong rebound in technology, upgrading it to overweight, while downgrading utilities due to decreased yield attractiveness amidst rising bond yields.  
- Despite concerns about a lack of broad market participation, the overall market sentiment remains positive, supported by key tech players like Nvidia, Apple, and Microsoft.

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These two sectors have been boosted by AI hopes. Why investors should buy one, and trim exposure to the other.

AAPU

Taiwan Semiconductor Manufacturing Co. (TSMC) is set to dominate the AI supply chain with its 2nm chip adoption, impacting major clients like Nvidia, Apple, and AMD. Analyst Rolf Bulk highlights strong demand but limited near-term revenue contribution. TSMC plans a differentiated pricing strategy for 2nm chips, estimating a baseline wafer price of $30,000. Despite geopolitical risks, TSMC's strategic position ensures priority access to critical materials, maintaining production. TSM shares rose 0.38% to $364.74 in premarket trading.

- Taiwan Semiconductor Manufacturing Co. Ltd. and its major clients are progressing toward advanced 2-nanometer chip adoption amid strong demand, according to Rolf Bulk of Futurum Equities.  
- Although demand is robust, revenue from 2nm chips may remain below 10% this year due to production scaling, and early production could pressure margins.  
- Differential pricing strategies are expected to lift long-term margins, with varied pricing for AI-focused clients compared to smartphone manufacturers, while geopolitical risks may affect supply chains but TSM's strategic position ensures priority access to materials.

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Taiwan Semiconductor

Broadcom

Qualcomm

Taiwan Semiconductor Dominates AI Supply Chain, Even Shortages May Not Slow It Down: Analyst

Huang Renxun: If DeepSeek adapts to the Huawei platform first, it would be very bad for the United States. (NBD)

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Huawei

AVGO

CHCO

AVGW

AVGU

AVGX

AVGG

City Holding Co. increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 113.1% in Q4, now holding 17,651 shares valued at $6.11 million. Other institutional investors also raised their stakes. Insider selling included Mark David Brazeal, who sold 50,488 shares, and Gayla J. Delly, who sold 1,000 shares. Analysts have mixed ratings on Broadcom, with Wells Fargo upgrading it to "overweight" and raising the target price to $430. The consensus rating is "Moderate Buy" with an average target price of $435.30.

Market Beat

City

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WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

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WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

City Holding Co. Has $6.11 Million Stake in Broadcom Inc. $AVGO

Curran Financial Partners LLC has significantly reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 87.0% during the 4th quarter, now owning only 604 shares valued at $209,000. Other hedge funds have also adjusted their positions, with Baring Financial LLC increasing its stake by 2.2%. Analysts have mixed ratings on Broadcom, with a consensus rating of "Moderate Buy" and a target price of $435.30. Recent insider transactions show significant share sales, totaling over $106 million in the last 90 days.

Curran Financial Partners LLC Reduces Holdings in Broadcom Inc. $AVGO

iShares MSCI USA Momentum Factor ETF(MTUM.US)

iShares MSCI USA Momentum Factor ETF Stock Performance Chart

Nvidia (NVDA) Rival Charges into $100 Million Funding as European AI Chip Market Surges

Why IonQ Stock Is Sliding On Friday?

Nvidia stock is being crushed by AMD, Intel. Why it’s still a ‘top pick’.

Nvidia AI chip rivals attract record funding as competition heats up

These two sectors have been boosted by AI hopes. Why investors should buy one, and trim exposure to the other.