12:02 PM | Friday | May 29, 2026
Michael Burry thinks the stock market may finally be approaching the moment he's been warning about. Earlier this month, writing on his Substack, Cassandra Unchained, the famed investor behind ‘The Big Short,' declared that “the market has jumped the shark” and suggested history was beginning to rhyme with previous market peaks.
Read full articleMichael Burry thinks the stock market may finally be approaching the moment he's been warning about. Earlier this month, writing on his Substack, Cassandra Unchained, the famed investor behind ‘The Big Short,' declared that “the market has jumped the shark” and suggested history was beginning to rhyme with previous market peaks.
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NVDA's strong revenue growth, higher gross margin, robust growth outlook and lower valuation signal an edge over MRVL amid the AI infrastructure boom.
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Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) are up 9% in Friday morning trading, changing hands near $156.
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Shares of Nvidia (NVDA) edged higher on Friday as investors turned their attention toward next week's Computex conference, which could provide the next major catalyst for the world's most valuable chipmaker. The stock rose about 1% to $215.41 in early trading and is up roughly 15% so far this year.
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Tech stocks look bullish again on Friday, as interest rates in the US have started to drift lower again.
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Every retirement portfolio in America seems to have one stock in common right now: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), the AI hardware giant that just printed $81.6 billion in quarterly revenue and 85.23% year-over-year growth.
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It is a staggering valuation. AI superstar Anthropic raised $65 billion with a post-money valuation of $965 billion. That pushed it ahead of arch-rival OpenAI, which was most recently valued at $852 billion. It also puts the Anthropic's figure ahead of Walmart (NYSE: WMT), which has a market cap of $948 billion. Walmart is the.
.. Walmart Worth Less Than Anthropic
The hot ticker right now is OpenAI's compute footprint, which is fueling everything from Oracle (NYSE:ORCL | ORCL Price Prediction) to NVIDIA (NASDAQ:NVDA) to a half dozen private power developers, and the consensus is that the only way to play the AI buildout is to pay nosebleed multiples for the names printing the headlines.
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The integration of AI into objects such as cars and robots is opening a new growth opportunity for Nvidia.
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Semiconductor stocks have looked virtually unstoppable this year, and while the year-to-date rally looks unsustainable and adds more air into a bubble that was already on the verge of becoming far larger than in any other corners of the AI trade, questions linger as to what could prick the bubble.
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Nvidia (NVDA, Financials) is putting billions of dollars behind photonics, a technology that could help solve one of the biggest problems in AI infrastructure:
Read full articleNvidia stock was edging up as the market looks ahead to the Computex conference next week.
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It's hard to believe that shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) could still have gas left in the tank as the firm reports absolutely stunning results to a tough crowd that continues to discount, or even dismiss, the massive strides that Jensen Huang's empire has been making.
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Google is slowly encroaching on established AI infrastructure players.
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Wedbush's Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio.
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CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report.
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President Trump has spent the spring of 2026 telling anyone with a microphone that the stock market belongs to him. The S&P 500 is up, the tape is green, the victory lap is well underway. The problem with that story is arithmetic. Strip out one stock, and the bull market looks like one Santa Clara..
. Trump Calls It His Bull Market. The Numbers Say It Belongs to This Person Instead
Mark Cuban sold Broadcast.com to Yahoo in April 1999 for $5.7 billion in stock. He then made more money hedging that Yahoo stock than he did from the sale itself. Read that twice.
The hedge beat the headline. Cuban's collar is the one story I keep coming back to whenever a megacap rips into nosebleed... Mark Cuban Made More Money Hedging Yahoo Stock Than From the $5.
7 Billion Sale Itself
Nvidia's dividend program has been an afterthought in recent years.
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When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang, who drew crowds in the centre of the capital as he posed for photos and ate local delicacies like Beijing-style soybean paste noodles.
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At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure.
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Is Nvidia as good a stock picker as it is a chipmaker?
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Wood trimmed her stake in AMD, while buying Cerebras stock.
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Nvidia (NASDAQ: NVDA) is deepening its push into photonics, the light-based technology that could become the next big battleground in artificial intelligence infrastructure. The company has spent the past two months striking deals with suppliers that make the lasers, optical components and fibre connections needed to move data inside massive AI data centres.
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Nvidia has committed at least $6.5 billion to companies developing photonics technology since March this year. Photonics is considered to be a more efficient way to transfer data than the current standard process of using more costly electricity running on copper, which is thought to be a major blocker to the rollout of AI.
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Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI Bubble, and Strategy's Liquidity Crisis
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Nvidia stock investors can celebrate these developments.
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This move could trigger a new era of growth.
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Investors weigh export-control cooperation against AI-server growth hopes as trading spikes in this data-center leader, today, May 28, 2026.
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The world's most valuable company could get even more valuable this summer.
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Micron Technology (MU), Sandisk (SNDK), Dell Technologies (DELL), Arm Holdings (ARM) and On Semiconductor (ON) received price-target increases from Mizuho Secur
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Technologists and researchers increasingly lead Wall Street's AI infrastructure investing boom.
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Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%.
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Somewhere along the path that made Nvidia (NASDAQ: NVDA | NVDA Price Prediction) the world's most valuable company, Jensen Huang became the world's 8th richest person at $176 billion.
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The AI boom has already burned through one shortage after another.
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These AI stocks are going to be certain winners of the huge investments in data centers.
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Here's a fact that might shock you: the iShares MSCI South Korea ETF (NYSEARCA:EWY | EWY Price Prediction) has ripped 303.3% higher in U.S.
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NVIDIA Corporation (NVDA) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript
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As the artificial intelligence (AI) arms race hits a severe physical bottleneck, immediately available grid power has replaced raw silicon as the market's ultimate premium asset. The frantic demand for computing capacity has outstripped the electrical grid's ability to supply it, creating multi-year connectivity queues for new data center connections.
Read full article
The Vanguard Value ETF (NYSEARCA:VTV | VTV Price Prediction) is up 11% year to date, a lead that only looks small next to the 9.4% return on the Vanguard Growth ETF (NYSEARCA:VUG) over the same stretch.
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Outgoing Apple CEO Tim Cook serves as chairman of the advisory board, members of which also include SpaceX boss Elon Musk, Meta chief Mark Zuckerberg, Microsoft's Satya Nadella and JPMorgan CEO Jamie Dimon.
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Shares of Nvidia were largely unchanged on Thursday, but the chipmaker continues facing questions from investors about whether it can maintain its dominance in artificial intelligence hardware as the market evolves beyond graphics processing units (GPUs). Nvidia stock (NVDA) fell 0.12% in trading to $212.35, underperforming the broader S&P 500 and the Nasdaq Composite indices, with both surging by 1.5%.
Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes.
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For years, exchange-traded funds were one of Wall Street's great success stories. ETFs gave ordinary investors cheap diversification, instant market exposure, and lower fees than traditional mutual funds. Instead of picking individual stocks, investors could buy the whole market with a single click. It was investing simplified. But the ETF market has grown into something.
.. ETFs Were Built to Make Investing Easier. They May Also Make Crashes Faster
Jensen Huang, chief executive officer of Nvidia Corp., signs autographs as he arrives for a dinner event in Taipei, Taiwan. The event, dubbed "The Trillion Dollar Banquet," is a regular dinner hosted by Huang when he visits his Taiwanese partners.
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Groq is raising up to $650 million from existing investors, Axios reported on Thursday, after the AI chip startup signed a $17 billion licensing deal with Nvidia in December.
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NVDA's planned $150B Taiwan spending spree spotlights AI supply chains and boosts the case for Taiwan-heavy ETFs riding the chip boom.
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A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now.
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One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026.
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The GPU leader's stock has been trading sideways lately, despite the company delivering monster earnings results last week.
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In July 2025, Nvidia (NASDAQ: NVDA) became the most valuable company in the world.
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Everyone is piling into NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) after another blowout quarter that pushed revenue to $81.61 billion and the market cap past $5.14 trillion, and the AI hype machine keeps printing headlines about agentic compute and unstoppable hyperscaler spend.
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Everyone's chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at a $5.15 trillion market cap.
Read full articleNVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild.
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Nvidia (NVDA, Financials) shares moved lower even after CEO Jensen Huang unveiled major expansion plans in Taiwan, adding to a recent pattern where strong news
Read full articleSAN FRANCISCO--(BUSINESS WIRE)--DG Matrix, the global leader in solid-state transformer solutions, today introduced the Interport™ solid-state transformer (SST) platform, designed to integrate seamlessly with the NVIDIA MGX modular rack architecture. The Interport SST delivers native 800 VDC power to GPU-dense racks, positioning DG Matrix at the center of the industry's accelerating shift to 800 VDC power distribution for next-generation AI deployments. DG Matrix demonstrated the Interport SST.
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Nvidia stock gains have been well behind the wider chip sector as investors watch the shifts in artificial-intelligence hardware.
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Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on February 23, 2007.
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This AI chip stock has the IPO hype, the OpenAI deal, and is challenging Nvidia, but one key risk could decide whether the company becomes a breakout AI stock or a brutal lesson.
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EA Bridgeway Omni Small-Cap Value ETF targets long-term growth through systematic investment in undervalued U.S. small-cap equities.
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MUNICH, Germany--(BUSINESS WIRE)---- $CRSR--Corsair Gaming, Inc. (Nasdaq: CRSR) today announced that its Elgato brand is bringing MCP support to Stream Deck, opening the award-winning platform to AI assistants for the first time. Starting with NVIDIA G-Assist, AI tools and agentic workflows can now execute actions on a user's system. This takes AI out of the chat box and gives it a presence in the real world. Most AI integrations today are screen-based.
Chat windows, text fields, copilots that suggest th.
Nvidia's CEO says that "tokens are now profitable."
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Berkshire Hathaway tripled its stake in Alphabet, a company whose AI chips threaten to take market share from Nvidia GPUs.
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Mistral's semiconductor ambitions underscore the company's bid to control more of its infrastructure as it competes with OpenAI and Anthropic. The French startup also announced a new data center in France designed specifically for inferencing.
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These companies' recent results collectively tell most of the market's overall story right now.
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NVIDIA Corporation (NVDA) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript
Read full article
As the artificial intelligence (AI) arms race hits a severe physical bottleneck, immediately available grid power has replaced raw silicon as the market's ultimate premium asset. The frantic demand for computing capacity has outstripped the electrical grid's ability to supply it, creating multi-year connectivity queues for new data center connections.
Read full article
The Vanguard Value ETF (NYSEARCA:VTV | VTV Price Prediction) is up 11% year to date, a lead that only looks small next to the 9.4% return on the Vanguard Growth ETF (NYSEARCA:VUG) over the same stretch.
Read full article
Outgoing Apple CEO Tim Cook serves as chairman of the advisory board, members of which also include SpaceX boss Elon Musk, Meta chief Mark Zuckerberg, Microsoft's Satya Nadella and JPMorgan CEO Jamie Dimon.
Read full article
Shares of Nvidia were largely unchanged on Thursday, but the chipmaker continues facing questions from investors about whether it can maintain its dominance in artificial intelligence hardware as the market evolves beyond graphics processing units (GPUs). Nvidia stock (NVDA) fell 0.12% in trading to $212.35, underperforming the broader S&P 500 and the Nasdaq Composite indices, with both surging by 1.5%.
Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes.
Read full article
For years, exchange-traded funds were one of Wall Street's great success stories. ETFs gave ordinary investors cheap diversification, instant market exposure, and lower fees than traditional mutual funds. Instead of picking individual stocks, investors could buy the whole market with a single click. It was investing simplified. But the ETF market has grown into something.
.. ETFs Were Built to Make Investing Easier. They May Also Make Crashes Faster
Jensen Huang, chief executive officer of Nvidia Corp., signs autographs as he arrives for a dinner event in Taipei, Taiwan. The event, dubbed "The Trillion Dollar Banquet," is a regular dinner hosted by Huang when he visits his Taiwanese partners.
Read full article
Groq is raising up to $650 million from existing investors, Axios reported on Thursday, after the AI chip startup signed a $17 billion licensing deal with Nvidia in December.
Read full article
NVDA's planned $150B Taiwan spending spree spotlights AI supply chains and boosts the case for Taiwan-heavy ETFs riding the chip boom.
Read full article