Goldman Sachs Nasdaq-100 Core Premium Income ETF

India Regulators Find Groundwater Contamination Near Tata Apple Factory

Allianz Increases Apple Stake by 5,291 Shares in Q4, Becoming 7th Largest Holding Worth $165.8M

Wells Fargo Report: Qualcomm Likely to Deepen AWS AI Chip Cooperation and Accelerate Deployment

LinkedIn Launches Creator Trading Platform to Connect Brands and Creators

Microsoft Xbox Faces Massive Losses, New CEO Announces Mass Layoffs and Strategic Reset

NVIDIA Blackwell Ultra NVL72 Delivers 20x Higher Efficiency Than Hopper in AgentPerf Benchmark

Amazon's Project Kuiper LE-03 Mission Scheduled for Launch on June 17

Google Declines $2 Billion Quantum Funding Plan Due to R&D Timeline Conflicts

Microsoft stock falls for six consecutive days, marking longest slump since November 2025

AMD CEO Su in MIT Speech Emphasizes AI Cannot Replace Human Judgment and Responsibility

Singapore IMDA and Microsoft Sign AI Safety Cooperation Agreement

Citi Upgrades AMD to Buy, Raises Price Target to $575

Amazon Launches 2026 Cross-Border E-commerce White Paper: AI Reshapes Global Expansion and Five Key Trends

Anthropic, OpenAI, and Google Executives Confirm Attendance at French G7 Summit to Discuss AI

Top 5 Chinese Phone Makers Follow Apple, Plan to Launch 1:1 Square Front Camera in H2 Flagships

Google Adds $50 Million to Train Tech Workers, Meta Announces Similar Plan

Nvidia Denies Latin America Role in Chip Smuggling, Emphasizes Strict Order Checks

Google's Nuvem and Sol Submarine Cable Systems Successfully Land in Bermuda

Musk Announces Tesla FSD 14.3.4 Version Rollout Begins

Freecast

Cuprina

U-BX Tech

HORIZON SPACE ACQUISITION II CORP COM USD0.0001 30/03/2026(SUB/RIGHTS)

Defiance Pure Space Dly 2X Strat ETF

VS MEDIA

Everbright Digital

Park Ha Biological Tech

Friedman Industries

Defiance Daily Target 2X Short ASTS ETF

SPCX

NVDA

NVDU

NVDD

NVDS

07388

NVDY

SpaceX's IPO debut achieved a $2.1 trillion valuation, marking the largest in history. Analysts hold divergent views: Jim Cramer targets $6 trillion soon, while Ron Baron forecasts $14 trillion within a decade, driven by orbital AI expansion. However, skeptics warn of risks associated with high sales multiples and the necessity for flawless execution in AI and Starlink growth to sustain such valuations.

- SpaceX’s first day of public trading resulted in a $2.1 trillion valuation, marking the largest IPO in history.  
- Projections suggest future valuations may reach $6 trillion soon and $14 trillion in a decade due to orbital AI expansion.  
- However, skeptics warn of high sales multiples and emphasize the importance of flawless execution for AI and Starlink growth.

Space Exploration Tech

NVIDIA

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NVIDIA Corporation

Analysts see SpaceX potentially surpassing Nvidia’s $4.9T value

MSFT

6758

SONY

MSFU

MSFL

MSFX

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MSFY

The AI boom is causing a severe memory chip shortage, disproportionately harming consumer hardware makers like Microsoft, Sony, and PC vendors. While suppliers profit from high demand, device manufacturers face soaring costs, leading to potential console prices nearing $1,000 and delayed product launches. Investors are advised to distinguish between companies supplying data centers versus those absorbing component cost increases.

- The rising costs of memory chips are forcing manufacturers like Sony and Microsoft to consider significant price increases for their gaming consoles, potentially reaching $1,000.  
- This surge in prices results from a reallocation of memory resources towards high-demand AI markets, driving down profit margins for console and PC makers.  
- Analysts predict a shift in the gaming landscape, with lower-cost products disappearing and the market splitting between those benefiting from high demand for memory and those suffering from rising costs.

Dow Jones

Microsoft

Sony Group Corporation

Sony

VanEck Semiconductor ETF

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First Trust Nasdaq Food & Semicon

Micron Tech

Nintendo

Dell Tech

Corsair Gaming

Western Digital

Seagate Tech

Western Digital - WI

Your tech portfolio could be on the wrong side of the AI boom

The article argues that Nvidia's growth potential is limited by its massive $5 trillion valuation and market constraints. While acknowledging Nvidia's success, the author suggests seeking '1,000% winners' in the 'third wave' of AI: smaller 'Enabler' companies providing essential infrastructure like energy solutions. The piece highlights an under-the-radar energy company with significant upside potential as a better investment opportunity than Nvidia.

- The article discusses the limitations of investing in Nvidia Corp. due to its high valuation and market constraints, suggesting a potential 30% upside.  
- It shifts focus to lesser-known "Enabler" companies, particularly in the solar and battery storage sectors, which are poised for substantial growth to meet rising energy demands from AI.  
- The author emphasizes finding extraordinary investment opportunities outside of well-established companies like Nvidia, highlighting a promising energy firm with innovative technology addressing critical power generation challenges.

InvestorPlace

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%

Microsoft is considering restructuring its Xbox division, potentially spinning it off into a separate entity, forming a joint venture, or selling the business to improve sustainability. This follows reports of significant layoffs within the division and a reevaluation of the next-generation Project Helix console plans.

- Microsoft is planning significant layoffs in its Xbox division and reevaluating its next-generation Project Helix console.  
- The company is considering major changes to its relationship with Xbox, which may include turning it into a subsidiary, a joint venture, or spinning it off entirely.  
- Although no immediate actions are indicated, discussions around the future of the Xbox unit emphasize the need for a more sustainable structure.

The Verge

Microsoft hasn’t ruled out spinning off Xbox

Amidst the AI boom, investors are debating whether to chase 'next Nvidia' stocks like AMD or buy Nvidia itself. While AMD has outperformed YTD, Nvidia remains the dominant AI infrastructure provider with a historically low forward P/E of ~20.65 due to exploding earnings. The article argues that despite risks regarding AI monetization, Nvidia's holistic business strength and valuation disconnect suggest it is a better investment than seeking alternatives.

- AMD has increased by 138% year-to-date, while Nvidia has only gained 10%.  
- Despite AMD's rise, Nvidia continues to dominate the GPU market, particularly in hyperscaler AI infrastructure.  
- Nvidia's forward price-to-earnings ratio stands at approximately 21, reflecting strong earnings growth and suggesting potential value for investors.

Direxion Daily AMD Bear 1X Shares

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Should you look for the “next Nvidia” — or just buy the real thing?

AAPL

AAPX

AAPD

AAPB

AAPU

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APLY

AAPY

The author, previously dismissive of Apple's Siri and Intelligence features, is re-evaluating their stance after testing the new Siri AI in the macOS 27 Golden Gate developer beta for over 24 hours. While still in an early preview state with potential for improvement before release, the updated functionality has sparked renewed interest despite initial skepticism.

- The author expresses skepticism about Siri and Apple Intelligence, having disengaged from both for years.  
- However, the new Siri AI in macOS 27 Golden Gate has prompted a reconsideration, albeit in the early testing phase.  
- The early beta version shows potential for improvement before the official release later in the year.

Apple

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My first 24 hours with Siri AI on the Mac

AMZN

AMZU

AMZZ

AMZW

AMZD

AMZO

AMZY

AZYY

AMZP

Amazon Just Made Its Graviton5 Processor Generally Available to Customers. What This Means for AMZN Stock.

Barchart Option

Amazon

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Amazon Just Made Its Graviton5 Processor Generally Available to Customers. What This Means for AMZN Stock.

Nvidia stock has only gained 8% this year, roughly in line with the S&P 500.

S&P 500

Nvidia stock just did something for the first time in more than 5 years. Here's what history says happens next.

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

ADBE

INTC

Tech stocks saw mixed performance with Apple's AI Siri refresh and Intel receiving a double upgrade from BofA driving gains, while Oracle and Adobe fell on earnings concerns. Notable events include SpaceX's historic IPO making Musk a trillionaire, Supermicro raising $7B for AI server components, and the US DoD listing Alibaba and Baidu as military-linked firms. Nvidia CEO Huang urged investors to view recent semiconductor selloffs as buying opportunities amid the AI revolution.

- This week, the tech sector was highlighted by SpaceX's significant IPO and Apple’s new AI strategy.  
- The Nasdaq Composite index increased by 0.3% on Friday, while the Technology Select Sector SPDR Fund experienced a 0.5% decline over the week.  
- Investors remain attentive to developments in earnings and technology strategies.

Goldman Sachs Nasdaq-100 Core Premium Income ETF(GPIQ.US)

Analysts see SpaceX potentially surpassing Nvidia’s $4.9T value

Your tech portfolio could be on the wrong side of the AI boom

Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%

Microsoft hasn’t ruled out spinning off Xbox

Should you look for the “next Nvidia” — or just buy the real thing?

My first 24 hours with Siri AI on the Mac

Amazon Just Made Its Graviton5 Processor Generally Available to Customers. What This Means for AMZN Stock.

Nvidia stock just did something for the first time in more than 5 years. Here's what history says happens next.

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

Notable tech headlines for the week: Apple, Oracle, Intel in focus