Invesco Semiconductors ETF

Micron Completes Acquisition of PSMC's Tonglu Plant and Plans Expansion

NVIDIA GTC Focuses on Cloud Computing Equipment Leasing

GTC 2026 Kicks Off with Market Focus on NVIDIA's Progress in CPO Optical Interconnect Technology

AMD expected to launch next-generation Zen 6 architecture CPUs and AI-related products in 2026

AMD to Participate in OCP Global Summit 2026 as a Diamond Sponsor

Shares of Nebius, a cloud provider backed by NVIDIA, surge

NVIDIA's AI-RAN Alliance drives telecommunication network restructuring, aiming to disrupt the base station market with GPUs

NVIDIA Rumored to Announce Next-Gen Feynman Chip Architecture and NemoClaw Open-Source AI Platform at GTC 2026

Russian company unveils CPU based on China's LoongArch to replace sanctioned AMD/Intel processors

AMD CEO Lisa Su to visit South Korea on March 18 to meet with Samsung and Naver executives

AMD Secures Major Deals with OpenAI and Meta Exceeding $100 Billion, Becoming a New Competitor in the AI Market

Report indicates AMD and Intel consumer CPUs face delivery delays of up to six months due to AI server demand

Bcwm LLC reduces Nvidia stake to 2.1% holding ratio

Uncertainty arises in the AI computing supply chain due to OpenAI's project stagnation and geopolitical risks in the Middle East

California Public Employees' Retirement System increases its stake in NVIDIA

NVIDIA to Hold CEO Keynote at GTC 2026 Conference

Invesco MSCI USA ETF Increases Stake in Advanced Micro Devices

Analysis suggests AMD is the main challenger to Nvidia in the data center space

Jensen Huang to Host Panel on Open Frontier AI Models at GTC 2026

Jensen Huang States AI Has Entered the Physical World, the Next Wave is Physical AI

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

512760

561980

588780

SOXL

SOXX

Recently, incremental funds have continuously flowed into the ETF market, with multiple ETFs successfully raising funds, covering various themes such as free cash flow, Hong Kong Stock Connect internet, and more. Institutions are frequently filing for index funds, with particular attention on artificial intelligence and chip-themed ETFs. Popular themes such as non-ferrous metals, Hong Kong stocks, and construction machinery are also receiving attention. Industry insiders point out that the market's structural trends may continue, and the style rotation in the A-share market will become more frequent, making technology growth and cyclical varieties worth watching

Wallstreetcn

Guotai CES Semiconductor Chip Industry ETF

China Merchants CSI Semiconductor Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

iShares Semiconductor ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Harvest SSE STAR Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

VanEck Semiconductor ETF

Spdr Select Tech

Guotai CSI All Share Integrated Circuit ETF

Multiple ETFs successfully raised funds, with technology growth and cyclical varieties favored

SOXQ

FTXL

MULL

NVDA

NVDL

Billionaires David Tepper and Michael Platt recently sold shares of Nvidia and invested in Micron Technology, which has surged 40,000% since its IPO. Tepper reduced his Nvidia stake by 10% while increasing his Micron position by 200%. Platt cut his Nvidia holdings by 96% and opened a new position in Micron. Both billionaires believe Micron will outperform Nvidia as AI demand grows, with Micron's recent record earnings driven by AI applications. Investors should consider their strategies before following their lead into Micron shares.

- Billionaires David Tepper and Michael Platt made similar investment moves in the fourth quarter, selling shares of Nvidia and increasing their positions in Micron Technology.  
- Tepper reduced his Nvidia stake by 10%, while Platt slashed his by 96% and opened a new position in Micron, suggesting they believe Micron may offer better growth opportunities in the AI sector.  
- Micron has recently achieved record revenue levels due to rising AI demand, presenting it as a potentially attractive investment compared to Nvidia.

Motley Fool

Invesco PHLX Semiconductor ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long MU Daily ETF

GraniteShares 2x Short NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

NVIDIA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

Micron Tech

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

AXS 1.5X NVDA Bear Daily ETF

Billionaires David Tepper and Michael Platt Sold Nvidia Shares and Bought This AI Stock That's Climbed 40,000% Since its IPO.

The stock market is close to breaking as the Iran war pushes oil prices above $100. Nvidia GTC, Micron earnings loom.

Dow Jones Industrial Average

Dow Jones Utility Average

ISHRS S&P Glb Engy

United States Oil Fund LP

iShares US Oil & Gas Expl & Prod

Us Brent Oil

SPDR Energy Select

SPDR O&G Ex & Prd

VanEck Oil Services ETF

Dow Jones futures fall, oil prices top $100 amid Iran war; Nvidia GTC, Micron earnings ahead

Micron Technology (NASDAQ: MU) is set to report its fiscal Q2 2026 earnings on March 18, with Wall Street anticipating revenue of $19.1 billion, a 137.4% increase year-over-year, and earnings of $8.60 per share. The surge is driven by strong demand for DRAM and HBM in AI servers. Investors should monitor whether the AI-driven memory shortage continues through 2026, as this could sustain Micron's pricing power. Despite the demand, new capacity will take years to build, potentially impacting supply dynamics.

- Investors should monitor whether AI-driven memory shortages will continue in 2026, impacting Micron Technology's performance.  
- Strong demand for DRAM and HBM is expected to drive revenue to approximately $19.1 billion, significantly increasing YoY earnings.  
- Tight supply-demand conditions for memory, anticipated to persist, may allow Micron to maintain robust pricing power despite historical cyclical trends.

nasdaq

Should You Buy Micron Before Earnings? Here's the 1 Thing That Matters.

LULG

BABA

This week, the market will focus on the earnings of heavyweight companies and key economic data, with the Federal Reserve expected to keep interest rates unchanged. International oil prices have surged due to tensions between the U.S. and Iran, impacting global financial markets. NVIDIA's GTC conference will release AI-related news, which may affect technology stocks. Companies such as Micron Tech, Lululemon, and PDD will also announce their earnings. In addition, the growth rate of total retail sales of consumer goods in mainland China is expected to rebound, with Tencent and Alibaba's earnings drawing significant attention

- The geopolitical tensions in Iran and surrounding countries continue to push international oil prices higher, impacting global financial markets.  
- This week is set to see significant economic data releases and company earnings, with expectations for the Federal Reserve to maintain interest rates unchanged.  
- Key companies like Nvidia, Tencent, and Alibaba are set to report results, amid signs of potential rebounds in the tech sector, while a series of economic indicators from the U.S. will also be released.

Stheadline

Leverage Shares 2X Long LULU Daily ETF

Lululemon

Alibaba

KraneShares 2x Long PDD Daily ETF

BABA-W

KraneShares 2x Long BABA Daily ETF

GraniteShares 2x Long PDD Daily ETF

This week focuses on heavyweight stock earnings and central bank movements, while the tense situation between the U.S. and Iran continues to influence the market outlook｜Weekly Preview

BOTZ

ROBO

businessinsider

Global X Robotics & Artificial

ROBO Global Robotics

AEye - CW27

ARK Autonomous Tech & Robotics ETF

VanEck Robotics ETF

AEye

AEye Q4 2025 Earnings Preview

TCTZF

On the macro front, China and the United States will hold significant economic and trade consultations in France, while the Federal Reserve and central banks from Japan, Europe, and the UK will intensively announce interest rate decisions. China's economic data for January and February will also be released. On the technology side, NVIDIA's GTC and the global optical communication conference OFC will focus on AI computing power upgrades, with Alibaba, Tencent, and Micron Tech leading the earnings report week. In addition, Japan, in conjunction with the IEA, is releasing strategic crude oil, while Takemoto Sanae visits the U.S. The situation in Iran and multiple geopolitical events may continue to impact the market

- Key finance events from March 16 to March 22 include U.S.-China trade talks and crucial economic data releases.  
- The Federal Reserve and other major central banks will announce interest rate decisions, impacting global liquidity and financial markets.  
- Major tech conferences, including NVIDIA's GTC and the Global Optical Communications Conference, will showcase advancements in AI and optical technology amid a backdrop of geopolitical tensions and market volatility.

Tencent Holdings Limited

ALI HEALTH

Tencent

NASDAQ Golden Dragon China Index

Emerging Markets Internet ETF

ISHRS S&P Glb It

Roundhill China Dragons ETF

Yinhua MSCI China A ETF

GF Fund CNI Semiconductor Chips ETF

iShares MSCI China

Guotai MSCI China A ESG General ETF

iShares Future AI & Tech ETF

Krne Csi China Internet

Invesco Golden Dragon China

BABA 2x Long Daily ETF - GraniteShares

Buckle up! The most significant US-China talks, the monetary policy decisions of the US, Japan, and Europe, the AI conference, and the earnings reports of tech giants are all happening this week

XDAT

IDGT

CLOU

ORCX

DTCR

Oracle reported a strong fiscal Q3 2026, driven by demand for cloud and AI infrastructure, leading to an upgraded revenue guidance of $90 billion for FY 2027. The company has a significant $553 billion backlog in long-term AI contracts, indicating its deep integration into critical customer operations. However, rising capital expenditures and restructuring costs pose risks if large AI clients reduce spending. Analysts have varying revenue projections for Oracle, highlighting the importance of considering multiple perspectives in investment decisions. The article emphasizes the potential for high returns but warns of market volatility.

Simplywall

Franklin Exponential Data ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Cloud Computing ETF

Defiance Daily Target 2X Long ORCL ETF

Oracle

SPDR S&P Software

Proshares Big Data Refiners ETF

iShares Expanded Tech Software Sector ETF

Global X Data Center & Dgtl Infrs ETF

What Oracle (ORCL)'s AI‑Fueled Q3 Beat and $553 Billion Backlog Means For Shareholders

The Fed will announce its rate decision Wednesday, and data on pending home sales will come Thursday. Dollar Tree, Oklo, Alibaba, and a handful of others will also report earnings.

Direxion Homebuilder & Supp Bull 3X

Dollar Tree

SPDR S&P Homebuilders

Nvidia GTC, Lululemon, Micron, Fed rates, home sales, and more to watch this week

CDNS

Cadence Design Systems (CDNS) has experienced a recent share price decline, with a 1-day return of 1.13% and a 9.9% drop over 90 days. Despite this, the company boasts a 1-year total shareholder return of 16% and a 5-year return of 128.75%. Analysts suggest the stock is undervalued at $287.03, with a fair value estimate of $344.64. The investment case hinges on projected profitability growth, with net income margins expected to rise significantly by 2030. However, valuation risks exist due to high P/E ratios compared to industry peers.

Cadence Design

Cadence Design Systems (CDNS) Valuation Check After Recent Share Price Weakness

ANTO

The article discusses the Y2K bug panic of the late 1990s, which led to significant consumer behavior changes and a surge in demand for critical materials like copper, tin, and gold due to the tech boom. This created a supply bottleneck, causing prices for semiconductors to spike and presenting investment opportunities in mining stocks. The author highlights how identifying such supply bottlenecks can lead to substantial profits, drawing parallels to current investment opportunities in the AI sector.

Invesco Semiconductors ETF(PSI.US)

Multiple ETFs successfully raised funds, with technology growth and cyclical varieties favored

Billionaires David Tepper and Michael Platt Sold Nvidia Shares and Bought This AI Stock That's Climbed 40,000% Since its IPO.

Dow Jones futures fall, oil prices top $100 amid Iran war; Nvidia GTC, Micron earnings ahead

Should You Buy Micron Before Earnings? Here's the 1 Thing That Matters.

This week focuses on heavyweight stock earnings and central bank movements, while the tense situation between the U.S. and Iran continues to influence the market outlook｜Weekly Preview