A massive memory chip shortage is driving record gains across the industry, and Roundhill’s new DRAM ETF offers a pure-play way to profit from this AI-fueled supercycle.
A massive memory chip shortage is driving record gains across the industry, and Roundhill’s new DRAM ETF offers a pure-play way to profit from this AI-fueled supercycle.
tang90246/iStock Editorial via Getty Images I'm "Neutral" on SoftBank Group Corp. ( SFTBY ) ( SFTBF ) (9984.T). My opinion of SFTBY's major investees Arm Holdings plc ( ARMHF ) ( ARM ) and OpenAI ( OPENAI ) is mixed. Also, I like its "Artificial Intelligence Data Center" or "AIDC" plans. But the firm's credit strength is a worry for me. Corporate Overview SFTBY is described by SA News as a "Japane...
tang90246/iStock Editorial via Getty Images I'm "Neutral" on SoftBank Group Corp. ( SFTBY ) ( SFTBF ) (9984.T). My opinion of SFTBY's major investees Arm Holdings plc ( ARMHF ) ( ARM ) and OpenAI ( OPENAI ) is mixed. Also, I like its "Artificial Intelligence Data Center" or "AIDC" plans. But the firm's credit strength is a worry for me. Corporate Overview SFTBY is described by SA News as a "Japanese tech conglomerate." According to the investor slides , "SoftBank Vision Fund II/SVF2" and ARMHF accounted for 34% and 33% of its "equity value of holdings," respectively as of end-2025. The enterprise's investments are concentrated in North America/EMEA which accounted for over three-quarters of the portfolio. The balance (24%) comes from Asia-Pacific and other markets. OPENAI is the most important asset within SVF2. The latter recognized a ¥2.7 trillion gain for 9MFY25 (YE March), of which 92% was attributable to the former. Encouraged By ARM's Expanding Role In AI Supply Chain SFTBY's March 29 briefing highlighted ARHMF's refreshed "strategy" which involves "selling complete chips." That represents a transition from the "original business model" of "licensing the design of the CPU to companies who develop chips" as per management's comments. I have a constructive view of this development. ARHMF intends to grab a bigger slice of the broader semiconductor market. SFTBY estimates that the "Total Addressable Market/TAM" for data center-related CPUs is $0.1 trillion. ARM's aim is to generate one-seventh of this segment's future sales with its new product called "Arm AGI CPU." Imagine you are Meta Platforms' ( META ) CEO, it's preferred that your cloud-focused rival Amazon ( AMZN ) isn't a critical supplier. That's the chance for independent players unaffiliated with the tech giants to establish a meaningful presence. My take is that ARM's FY2031 chip-related topline goal of $15 billion is realistic considering the positive momentum. At the March call, the company noted that...
Investing.com -- Dell Technologies (NYSE:DELL) shares rose 6% Monday, while HP Inc. (NYSE:HPQ) gained 5%, following reports that Nvidia (NASDAQ:NVDA) has been in negotiations to acquire a major PC manufacturer.
Investing.com -- Dell Technologies (NYSE:DELL) shares rose 6% Monday, while HP Inc. (NYSE:HPQ) gained 5%, following reports that Nvidia (NASDAQ:NVDA) has been in negotiations to acquire a major PC manufacturer.
China has introduced sweeping rules to fight foreign sanctions and legal overreach. Photo: VCG China has rolled out sweeping new regulations aimed at countering what it calls unjustified foreign extraterritorial jurisdiction, establishing a legal framework to shield Chinese citizens and organizations from overseas sanctions and legal overreach. Premier Li Qiang on Monday signed a State Council dec...
China has introduced sweeping rules to fight foreign sanctions and legal overreach. Photo: VCG China has rolled out sweeping new regulations aimed at countering what it calls unjustified foreign extraterritorial jurisdiction, establishing a legal framework to shield Chinese citizens and organizations from overseas sanctions and legal overreach. Premier Li Qiang on Monday signed a State Council decree promulgating the Regulations of the People’s Republic of China on Countering Unjustified Foreign Extraterritorial Jurisdiction. The full text, released by the official Xinhua News Agency, asserts Beijing’s authority to take retaliatory measures — ranging from asset freezes to trade bans — against foreign entities and individuals deemed to harm Chinese interests.
Getty Images Rumble Inc. ( RUM ) transitioning to an AI cloud provider is the prime reason to own the stock. The video-sharing platform seeing a boom in Rumble Shorts is a potential bonus if any traffic increase is sustainable. My investment thesis is ultra bullish on the stock trading at the lows while the AI cloud business appears full-speed ahead in 2026 with the Northern Data ( NDTAF ) deal. S...
Getty Images Rumble Inc. ( RUM ) transitioning to an AI cloud provider is the prime reason to own the stock. The video-sharing platform seeing a boom in Rumble Shorts is a potential bonus if any traffic increase is sustainable. My investment thesis is ultra bullish on the stock trading at the lows while the AI cloud business appears full-speed ahead in 2026 with the Northern Data ( NDTAF ) deal. Source: Finviz Rumble Shorts Rumble was built as a video-sharing platform for free speech. Unfortunately, the business has struggled to grow beyond an initial base due to YouTube and Twitter/X relaxing some free speech aspects while controlling much larger user bases. The company reported that Q4'25 MAUs were only 52 million. Rumble hasn't seen users grow since a peak at 80 million back in 2022. Source: Rumble Q4'25 10-K Rumble recently launched Rumble Shorts to capture the opportunity in short-form video, typically videos less than 60 seconds long. The company saw an immediate jump in traffic, as CEO Chris Pavlovski highlighted as follows at the post-earnings live stream : Rumble Shorts is exploding, I get a message from Rick saying, Chris, we just broke concurrent streamers as well. And I'm like, okay, hold on a second. So we got concurrent streamers at a new high peak in the last 10 days on the platform as well. That's more than we had on the 2024 election night. There's more people streaming at the exact same time as a peak than we've seen at the 2024 election, which is phenomenal, and it's amazing to see. According to StreamCharts , Rumble didn't see the booming traffic continue throughout the whole month. All of the viewership metrics dipped in March from the peak levels in February when Rumble Shorts was launched. Source: StreamCharts The company enters April without any clear boost in traffic despite the original excitement with Rumble Shorts. The real opportunity remains the GPUaaS opportunity following the closing of the Northern Data acquisition. The Northern Data...
JHVEPhoto/iStock Editorial via Getty Images Bank of Nova Scotia ( BNS ) ( BNS:CA ) announced on Monday the launch of a unified enterprise AI solution, Scotia Intelligence. "Combined with our existing technology infrastructure, these AI capabilities unite the strength of our data and cloud environments while embedding governance and security so teams can use AI confidently and responsibly," said Ti...
JHVEPhoto/iStock Editorial via Getty Images Bank of Nova Scotia ( BNS ) ( BNS:CA ) announced on Monday the launch of a unified enterprise AI solution, Scotia Intelligence. "Combined with our existing technology infrastructure, these AI capabilities unite the strength of our data and cloud environments while embedding governance and security so teams can use AI confidently and responsibly," said Tim Clark, head and chief information officer. The bank said branches and contact centers were among the first to adopt purpose-built AI tools, and teams will continue to have access to new capabilities through Scotia Navigator. Scotia Navigator, integrated into the bank's workplace to enhance day-to-day work, brings assistive AI capabilities for employees. For technical teams, Scotia Navigator provides advanced AI-powered coding assistance. Scotia Intelligence can handle client queries, process commercial emails, and help clients to stay on top of routine banking tasks through timely and intuitive prompts. More on The Bank of Nova Scotia Scotiabank: Technicals Now In Sync With Valuation And Macroeconomic Risks The Bank of Nova Scotia (BNS:CA) Presents at 24th Annual Financial Services Conference Transcript Scotiabank: Stable Q1 Results, But Cyclical Support Has Likely Been Priced-In Scotiabank looks to hike KeyCorp stake - report Bank of Nova Scotia reports higher FQ1 earnings on growth across all business lines
In trading on Monday, the First Trust Cloud Computing ETF is outperforming other ETFs, up about 3.4% on the day. Components of that ETF showing particular strength include shares of Coreweave, up about 9.8% and shares of Oracle, up about 8.7% on the day. And underperforming ot
In trading on Monday, the First Trust Cloud Computing ETF is outperforming other ETFs, up about 3.4% on the day. Components of that ETF showing particular strength include shares of Coreweave, up about 9.8% and shares of Oracle, up about 8.7% on the day. And underperforming ot
You don’t need a yard or balcony to get going. We asked experts for their advice on how to grow your food Maybe it’s because I’ve lived in cities my whole life, but I can’t think of anything more luxurious than popping out to your garden and eating a fresh tomato straight from the vine. How decadent to enjoy its crisp, bright flavor and the smug satisfaction that you coaxed this food into being wi...
You don’t need a yard or balcony to get going. We asked experts for their advice on how to grow your food Maybe it’s because I’ve lived in cities my whole life, but I can’t think of anything more luxurious than popping out to your garden and eating a fresh tomato straight from the vine. How decadent to enjoy its crisp, bright flavor and the smug satisfaction that you coaxed this food into being with your own hands. But what does becoming a modern day Demeter actually entail? What if you don’t have a yard, or even a balcony? And is it worth growing your own food when supermarkets exist? Continue reading...
In trading on Monday, water utilities shares were relative laggards, down on the day by about 2.3%. Helping drag down the group were shares of California Water Service Group, down about 3.9% and shares of Middlesex Water down about 3.8% on the day. Also lagging the market Mon
In trading on Monday, water utilities shares were relative laggards, down on the day by about 2.3%. Helping drag down the group were shares of California Water Service Group, down about 3.9% and shares of Middlesex Water down about 3.8% on the day. Also lagging the market Mon
In trading on Monday, application software shares were relative leaders, up on the day by about 2.2%. Leading the group were shares of Soluna Holdings, up about 16.8% and shares of TON Strategy Company up about 13.9% on the day. Also showing relative strength are oil & gas
In trading on Monday, application software shares were relative leaders, up on the day by about 2.2%. Leading the group were shares of Soluna Holdings, up about 16.8% and shares of TON Strategy Company up about 13.9% on the day. Also showing relative strength are oil & gas
Aon, a leading global professional services firm, today announced that its Board of Directors has approved a 10% increase to its quarterly cash dividend on Aon's outstanding Class A Ordinary Shares. Consistent with the 10% increase in the dividend, the Board of Directors has de
Aon, a leading global professional services firm, today announced that its Board of Directors has approved a 10% increase to its quarterly cash dividend on Aon's outstanding Class A Ordinary Shares. Consistent with the 10% increase in the dividend, the Board of Directors has de