Spdr Select Tech

Meta Plans to Launch Four Self-Developed AI Chips by the End of 2027 to Strengthen Computing Power Autonomy

Microsoft announces next-gen Xbox 'Helix,' promising an AI graphics revolution, with delivery expected in 2027.

Microsoft plans to train 3 million people in Africa on its AI technology

Apple rumored to launch affordable MacBook Neo, potentially impacting Google and Microsoft

Samsung Electronics Union Pushes for Large-Scale Strike, Potentially Impacting Global HBM Memory Supply

Inventec Launches New Generation AI Infrastructure Product Line at NVIDIA GTC 2026

Japan's Mitsubishi Gas Chemical announces a 30% price increase for core electronic materials like copper clad laminates (CCL)

NVIDIA Announces Five-Year Investment of $26 Billion in Open-Source AI Models and Launches Nemotron 3 Super

NVIDIA releases a video of CEO Jensen Huang testing the fully autonomous, no-takeover DRIVE AV platform.

Visual Capitalist releases 2026 list of world's most valuable brands, with Apple remaining number one

Human rights groups urge hospitals not to use Palantir software and demand that NHS England cancels the contract entirely

Nvidia's $26 Billion AI Investment Hit by Iran Tech Risks and Layoffs

Apple is rumored to launch the iPhone 18 series and its first foldable iPhone in September 2026.

Microsoft announces the next-generation Xbox will feature a custom AMD chip

Indian Government Launches New Smartphone Manufacturing Incentive Scheme

Microsoft Steps Up AI Tool Promotion in Africa

Microsoft VS Code shifts to a weekly release schedule and introduces a new AI "Autopilot" feature

Palantir's CEO to be interviewed after stock pullback, market watches closely

Microsoft announces the restart of the Xbox Backwards Compatibility Program

Apple Continuous Main Contract Dips 4% Intraday

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置顶新闻

Nvidia Is Making a Massive $26 Billion Bet on the Future of Artificial Intelligence (AI)

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Nvidia plans to invest $26 billion over the next five years to develop open-source AI models, enhancing its position in the AI market. This investment aims to create models that are free and accessible, allowing researchers and startups to build tailored AI systems. Nvidia's competitive edge lies in its CUDA programming platform, which optimizes GPU performance. The company's revenue has surged over 1,000% since early 2023, and its stock remains attractively priced at less than 38 times earnings, presenting a buying opportunity for investors.

- Nvidia is making a significant move in artificial intelligence by planning to invest $26 billion over five years to develop open-source AI models, enhancing its leadership in AI chip technology.  
- This strategy aims to provide free models that facilitate AI development for researchers and startups, contrasting with current proprietary models that have access limitations.  
- With its unique programming tools and a strong market position, Nvidia seeks to maintain its competitive edge even as the AI space becomes more fragmented and competitive.

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NVIDIA announced an investment of $26 billion in research and development for open-source large models over the next five years, officially transforming from a hardware giant into a full-stack AI company. The newly released Nemotron 3 Super has 128 billion parameters and surpasses OpenAI GPT-OSS with a score of 37 compared to 33. This move deeply binds its own hardware ecosystem through an open-source strategy, challenging laboratories like OpenAI while further consolidating its absolute dominance in the AI computing market

- Nvidia announced a $26 billion investment over five years to develop open-source AI models, officially transitioning to compete with leading AI labs like OpenAI and Anthropic.  
- The recently launched Nemotron 3 Super model boasts 128 billion parameters, surpassing OpenAI’s GPT-OSS in multiple benchmark tests, reinforcing Nvidia’s dominance in AI hardware and software.  
- This strategic shift from hardware supplier to a full-stack AI company reflects Nvidia's commitment to fostering a developer ecosystem by releasing model weights and technical details, potentially strengthening its market position further.

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Invesco Semiconductors ETF

SPDR S&P Semicon

NVIDIA splashes out $26 billion to enter the AI model arena, directly challenging OpenAI

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Connor Clark & Lunn Investment Management Ltd. has reduced its stake in The Descartes Systems Group Inc. (NASDAQ: DSGX) by 44.6% in Q3, now holding 846,414 shares valued at approximately $79.68 million. Other institutional investors have also adjusted their positions, with Goldman Sachs increasing its stake by 35.1%. Analysts have mixed ratings on the stock, with a consensus target price of $114.20. The stock is currently trading at $69.10, down 1.3%.

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The Descartes Systems Group Inc. $DSGX Stock Position Lowered by Connor Clark & Lunn Investment Management Ltd.

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Grantham Mayo Van Otterloo & Co. LLC acquired 7,732 shares of Dell Technologies Inc. (NYSE: DELL) valued at approximately $1.1 million in Q3, according to a recent SEC filing. Other institutional investors also increased their stakes in Dell. Insider Jennifer D. Saavedra sold 10,200 shares for $1.48 million, while other insiders sold a total of 1.17 million shares worth $173.9 million in the last three months. Despite positive sentiment from strong earnings and dividend increases, concerns about insider selling and margin pressures persist.

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7,732 Shares in Dell Technologies Inc. $DELL Bought by Grantham Mayo Van Otterloo & Co. LLC

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The article discusses the best stocks to invest in with $5,000, highlighting Microsoft, Nvidia, Meta Platforms, Taiwan Semiconductor, and Broadcom as top picks. Microsoft is undervalued despite strong performance, while Nvidia is set for significant revenue growth due to AI demand. Meta is investing heavily in AI, and Taiwan Semiconductor is benefiting from AI chip revenue growth. Broadcom is also experiencing rapid growth in AI semiconductors. The article suggests that these stocks have substantial upside potential, especially in the context of the AI market.

- Several technology stocks, including Microsoft, Nvidia, and Meta Platforms, are considered undervalued with strong potential for growth, particularly due to rising demand for AI chips.  
- Taiwan Semiconductor and Broadcom are positioned for significant revenue increases as they cater to the AI infrastructure buildout, with Broadcom's AI semiconductor revenue predicting to triple by 2027.  
- Investors are encouraged to consider these stocks for potential high returns as AI advancements continue to shape the market.

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Taiwan Semiconductor

Microsoft

The Best Stocks to Buy With $5,000

- The chairman of the European Parliament's trade committee stated that the EU should only accept new U.S. tariffs that reflect the substance of last year's agreement reached in Scotland.  
- Bernd Lange noted the U.S. initiation of a new "Section 301" investigation into unfair trade practices was expected, but did not guarantee adherence to the agreement made at Trump's Turnberry golf resort.  
- Lange emphasized that any substantial deviation from the Turnberry agreement would be unacceptable, while discussions on whether to vote on the agreement continue in the European Parliament.

Reuters

U.S. must honour EU-US deal in tariff investigations, senior EU lawmaker says

The Chair of the European Parliament's Trade Committee criticized the U.S. Section 301 tariff investigation, stating that any actions diverging from EU-U.S. trade agreements are unacceptable. This reflects ongoing tensions in transatlantic trade relations, as both sides deal with complex economic and regulatory issues. The investigation, which looks into unfair trade practices, could affect future negotiations and economic cooperation between the EU and the U.S.

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EU Trade Committee Chair Criticizes U.S. Tariff Investigation

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Switzerland analysing implications of U.S. trade probe, government says

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Dell Technologies' stock surged 60% as its equity valuation increased by 62% over the past year, driven by a shift towards AI infrastructure. The company reported Q4 revenue of $33.4 billion, surpassing estimates, and a non-GAAP EPS of $3.89. A record backlog of AI servers worth $43 billion signals strong demand. For fiscal 2027, Dell forecasts revenues between $34.7 billion and $35.7 billion, indicating a 51% year-over-year increase, with significant growth expected in AI server sales. Despite potential risks, the outlook remains bullish for Dell's AI initiatives.

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Dell Stock Surges 60%: AI Server Backlog Hits Record $43B

The South Korean National Assembly passed the "Special Law on Strategic Investment Management between South Korea and the United States," which implements South Korea's commitment to a $350 billion investment project in the United States. This mainly includes the government contributing 2 trillion Korean Won to establish the "Korea-U.S. Strategic Investment Corporation," with the timing and method of funding to be determined by the president. The law stipulates that the corporation will establish a Korea-U.S. Strategic Investment Fund to invest in investment institutions designated by the U.S. government, as well as to provide loans and guarantees for shipbuilding cooperation investment projects

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South Korea's special law on U.S. investment passed by Congress

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BlackRock invests $100 million to train technical workers, echoing Jensen Huang's warning about the shortage of electricians. Data shows that over the next decade, the U.S. is expected to need more than 300,000 new electricians to meet AI-driven demand, while at the same time, over 200,000 electricians are expected to retire. In terms of salary, with overtime or promotions to management positions, annual income can approach $200,000

- The surge in AI infrastructure development reveals a critical shortage of skilled labor, particularly electricians, as highlighted by BlackRock's $100 million investment in training programs aimed at supporting 50,000 workers over five years.  
- This initiative aligns with warnings from industry leaders, including Nvidia's CEO Jensen Huang, regarding the inadequate supply of technical workers necessary for expanding AI infrastructure.  
- The urgent need for up to 300,000 electricians in the coming decade, alongside substantial wage potential, demonstrates the growing demand for skilled trades in the tech sector, threatening investment timelines and infrastructure projects.

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Jensen Huang is right! AI infrastructure urgently needs electricians: After Microsoft and Google, BlackRock invests $100 million to train technicians

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Choreo LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 2.3% in Q3, owning 942,821 shares valued at $240 million, making it the firm's 4th largest position. Other investors, including Norges Bank and PKS Advisory Services, also significantly increased their holdings in Apple. The stock opened at $260.81, with a market cap of $3.83 trillion. Apple reported strong earnings, exceeding estimates, and announced a quarterly dividend of $0.26 per share. Analysts maintain a consensus rating of "Moderate Buy" with a target price of $297.58.

- Choreo LLC increased its stake in Apple Inc., owning 942,821 shares after acquiring 21,341 additional shares, making Apple 3.1% of its portfolio.  
- Major investors like Norges Bank and PKS Advisory Services LLC have also significantly increased their holdings in Apple, contributing to the company's institutional ownership of 67.73%.  
- Apple reported earnings per share of $2.84 for the last quarter, surpassing estimates, with a revenue of $143.76 billion, reflecting a year-over-year growth of 15.7%.

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Apple Inc. $AAPL is Choreo LLC's 4th Largest Position

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German energy company RWE plans to invest heavily in the U.S. over the next five years in a bid to grow earnings and shareholder returns.

RWE Aktiengesellschaft

RWE plans to spend big in US under $40 billion investment plan

Meta plans to launch its fourth-generation self-developed AI chips by the end of 2027, aiming to reduce dependence on external manufacturers. The STAR Market chip index fell by 1.49%, and the latest quote for the Cathay Innovation Chip ETF is 1.61 yuan, with a cumulative increase of 1.18% over the past week. In terms of liquidity, the ETF turnover rate is 3.65%, with a transaction volume of 21.3292 million yuan, a scale increase of 10.0595 million yuan, and a share increase of 9 million shares. NVIDIA invests in optical communication companies to support optical chip research and development, emphasizing the importance of optical chips in AI infrastructure

- As of March 12, 2026, the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index (000685) decreased by 1.49%, with mixed performance among constituents.  
- The Guotai Chip ETF (589100) is priced at 1.61 CNY, showing a 1.18% increase over the past week, and its weekly average trading volume was 30.78 million CNY.  
- Meta plans to deploy new AI chips by the end of 2027, while NVIDIA invested in optical chip firms, emphasizing the importance of optical chips in AI infrastructure amid global supply chain uncertainties.

腾讯新闻 - 财经

Meta plans to deploy self-developed chips, the Cathay Innovation Chip ETF adjusted over 1%, highlighting the long-term logic of industrial iteration and accelerated self-replacement

The world's largest public fund management company BlackRock announced it will invest $100 million in a training program for skilled workers, aiming to benefit 50,000 workers over the next five years, including electricians, plumbers, and more. It is expected that over the next decade, more than 200,000 electricians will retire in the United States, while an additional 300,000 electricians will be needed to meet the demands of artificial intelligence construction

BlackRock invests $100 million to train electricians and other skilled workers, with an expected need for over 300,000 new electricians in the U.S. over the next 10 years to meet AI construction demands

RWE: To spend 17 bln EUR in United States by 2031, including in new gas-fired power plants

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RWE: To spend 17 bln EUR in United States by 2031, including in new gas-fired power plants

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Microsoft (MSFT) is expanding its AI initiatives in Africa, aiming to train three million people in AI skills this year, focusing on South Africa, Kenya, Nigeria, and Morocco. The company is partnering with MTN Group to provide Microsoft 365 and Copilot AI to 300 million subscribers. This move comes as China's DeepSeek platform gains traction in Africa, accounting for 11% to 14% of chatbot use. Microsoft plans to invest $330 million to enhance its cloud and AI infrastructure in South Africa and is exploring a geothermal-powered data center in Kenya. Analysts have a Strong Buy consensus on MSFT stock, with a target price of $594.02, indicating significant upside potential.

- Microsoft is expanding its AI initiatives in Africa, focusing on training three million individuals in AI skills across key markets like South Africa and Kenya.  
- The company's partnership with MTN Group will provide Microsoft 365 and its AI assistant to approximately 300 million subscribers, aiming to enhance AI service adoption.  
- Amidst competition from China's DeepSeek platform, Microsoft plans significant investments, including $330 million to enhance its cloud infrastructure in South Africa.

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Microsoft (MSFT) Has a New Plan to Counter DeepSeek

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Russia's Dmitriev says he discussed global energy crisis with U.S. counterparts

of the 11 S&amp;P major sectors 4 are green so far today $SPDR Energy Select(XLE.US) $Spdr Select Tech(XLK.US) $SPDR FD Consumer Discretionary(XLY.US) $Comm Servcies Select Sector SPDR(XLC.US)Source: Sunrise Trader

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