S&P 500 And Nasdaq Rise To Record Highs, Powered By NVDA Gains Amid New PC Chip, While Trump’s Positive Commentary On US-Iran Supports Dow — NVDA, ARM, MGM, ZM, AMC In Focus Yahoo Finance
S&P 500 And Nasdaq Rise To Record Highs, Powered By NVDA Gains Amid New PC Chip, While Trump’s Positive Commentary On US-Iran Supports Dow — NVDA, ARM, MGM, ZM, AMC In Focus Yahoo Finance
S&P 500 And Nasdaq Rise To Record Highs, Powered By NVDA Gains Amid New PC Chip, While Trump’s Positive Commentary On US-Iran Supports Dow — NVDA, ARM, MGM, ZM, AMC In Focus TradingView
S&P 500 And Nasdaq Rise To Record Highs, Powered By NVDA Gains Amid New PC Chip, While Trump’s Positive Commentary On US-Iran Supports Dow — NVDA, ARM, MGM, ZM, AMC In Focus TradingView
Flashpop/DigitalVision via Getty Images Hardware and the AI trade have dominated equity markets for the last several years, and especially during the most recent rally since the perceived cooling of tensions in the US-Israel-Iran conflict beginning around March 31 st of this year. One of the “bottleneck” themes within the space has centered around memory companies that sell to the builders of AI i...
Flashpop/DigitalVision via Getty Images Hardware and the AI trade have dominated equity markets for the last several years, and especially during the most recent rally since the perceived cooling of tensions in the US-Israel-Iran conflict beginning around March 31 st of this year. One of the “bottleneck” themes within the space has centered around memory companies that sell to the builders of AI infrastructure. While many U.S.-based investors can easily invest in U.S.-based Micron Technology, Inc. ( MU ), getting exposure to Korea-based SK hynix and Samsung ( SSNLF ) can prove more difficult. However, the iShares MSCI South Korea ETF ( EWY ) is one relatively easy way to gain exposure to these Korean-based memory companies. The fact sheet for EWY summarizes the fund as follows: “The iShares MSCI South Korea ETF seeks to track an index of South Korean equities. The fund offers a way to express a single-country view and seek targeted exposure to companies in South Korea.” At the time of writing, according to Morningstar, two companies comprise over 50% of the portfolio: Source: https://www.morningstar.com/etfs/arcx/ewy/portfolio with highlight by author So, while the ETF reflects the broader Korean stock market, it really amounts to a bet on SK hynix and Samsung, and, again, as such, is a good way for investors to gain exposure to these two companies. The fortunes of these two companies are going to determine, in an outsized way, the fortunes of the broader ETF. They have done so during the last year or so, where the ETF has seen an ~4x return on the back of the major run-ups in the stock prices of Samsung and SK hynix, and, if there is any sort of a downturn in these companies’ fortunes in the future, that will be reflected to an outsized degree, once again, in the performance of the ETF. In this article, I will argue that, if you have missed this rally up until this point, now is definitely not the time to jump on the train. In fact, if you are on the train, it’s pr...
S&P 500 And Nasdaq Rise To Record Highs, Powered By NVDA Gains Amid New PC Chip, While Trump’s Positive Commentary On US-Iran Supports Dow — NVDA, ARM, MGM, ZM, AMC In Focus Stocktwits
S&P 500 And Nasdaq Rise To Record Highs, Powered By NVDA Gains Amid New PC Chip, While Trump’s Positive Commentary On US-Iran Supports Dow — NVDA, ARM, MGM, ZM, AMC In Focus Stocktwits
Corey Hoffstein, CEO and CIO of Newfound Research, joins Katie Greifeld and Eric Balchunas on "Bloomberg ETF IQ." They drill down into the Return Stacked US Stocks and Managed Futures ETF (ticker: RSST). (Source: Bloomberg)
Corey Hoffstein, CEO and CIO of Newfound Research, joins Katie Greifeld and Eric Balchunas on "Bloomberg ETF IQ." They drill down into the Return Stacked US Stocks and Managed Futures ETF (ticker: RSST). (Source: Bloomberg)
In this article BRK.B BRK.B GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Greg Abel, CEO of Berkshire Hathaway, speaks with CNBC from the Berkshire Hathaway Annual Shareholders Meeting in Omaha Nebraska on May 1st, 2026. David A. Grogan | CNBC Berkshire Hathaway is deepening its bet on artificial intelligence and one of the industry's dominant players, investing an additional $10 billion i...
In this article BRK.B BRK.B GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Greg Abel, CEO of Berkshire Hathaway, speaks with CNBC from the Berkshire Hathaway Annual Shareholders Meeting in Omaha Nebraska on May 1st, 2026. David A. Grogan | CNBC Berkshire Hathaway is deepening its bet on artificial intelligence and one of the industry's dominant players, investing an additional $10 billion in Alphabet through a private stock purchase. Alphabet said Monday it reached an agreement to sell $5 billion of its Class A shares to Berkshire at $351.81 apiece and another $5 billion of Class C stock at $348.20 per share. The transaction adds to a position Berkshire has been rapidly building over the past three quarters, marking one of the conglomerate's largest equity investments. The latest purchase highlights Berkshire's growing conviction in Alphabet's position at the center of the AI boom, spanning search, cloud computing and digital infrastructure. It also offers an early glimpse into CEO Greg Abel's capital allocation approach, suggesting Warren Buffett's successor is willing to commit significant sums to tech companies as Berkshire seeks new avenues for deploying its nearly $400 billion cash pile. The stance marks a shift for a conglomerate that has traditionally favored businesses with more predictable economics. Buffett famously characterized Berkshire's investment in Apple as a consumer bet. The deal comes after Berkshire first disclosed a stake in Alphabet during the third quarter of 2025, when it purchased roughly 17.8 million shares. Since then, the conglomerate has dramatically increased its investment for two consecutive quarters, turning the Google parent into one of Berkshire's biggest positions. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Hewlett Packard Enterprise (NYSE:HPE), which provides servers, storage, networking, and AI solutions for businesses, closed Monday at $47.06, up 9.35%. The stock moved even higher after hours, following HPE's impressive earnings and guidance beats. As of 4:30 p.m. ET, HPE stock i
Hewlett Packard Enterprise (NYSE:HPE), which provides servers, storage, networking, and AI solutions for businesses, closed Monday at $47.06, up 9.35%. The stock moved even higher after hours, following HPE's impressive earnings and guidance beats. As of 4:30 p.m. ET, HPE stock i
CTO Realty Growth ( CTO ) announced on Monday the sale of its Madison Yards shopping center in Atlanta for $73.3M, continuing its asset recycling strategy. The sale price values the 163K sq. ft. retail center at about $451 per sq. ft.. The company is shifting capital into higher-return properties, following its $81.6M acquisition of Palms Crossing . The transaction reduces the company's exposure t...
CTO Realty Growth ( CTO ) announced on Monday the sale of its Madison Yards shopping center in Atlanta for $73.3M, continuing its asset recycling strategy. The sale price values the 163K sq. ft. retail center at about $451 per sq. ft.. The company is shifting capital into higher-return properties, following its $81.6M acquisition of Palms Crossing . The transaction reduces the company's exposure to AMC Entertainment Holdings theaters to just 2 locations. Additionally, it is under contract to acquire a Dallas metro area power center for ~$53M, expected to close near the end of Q2 2026. Source: Press Release More on CTO Realty Growth CTO Realty Growth: A 7.46% Yield, Double-Digit FFO Growth, And A Setup Being Ignored CTO Realty Growth, Inc. 2026 Q1 - Results - Earnings Call Presentation CTO Realty Growth, Inc. (CTO) Q1 2026 Earnings Call Transcript These 10 small-cap U.S. REITs are among the market’s cheapest stocks based on valuation grades CTO Realty Growth declares $0.38 dividend
Software stocks soared on Monday as investors grow increasingly confident that artificial intelligence will serve as a powerful growth catalyst rather than an existential threat to the industry's business models.
Software stocks soared on Monday as investors grow increasingly confident that artificial intelligence will serve as a powerful growth catalyst rather than an existential threat to the industry's business models.
At least seven Chinese universities that support the country’s armed forces and defense industry are seeking access to Nvidia Corp. ’s H200 chips, the most powerful artificial intelligence processors ever allowed by the US to be sold in China, according to a review of procurement records. Two of the institutions that have expressed interest in the H200 chips — Beihang University and Northwestern P...
At least seven Chinese universities that support the country’s armed forces and defense industry are seeking access to Nvidia Corp. ’s H200 chips, the most powerful artificial intelligence processors ever allowed by the US to be sold in China, according to a review of procurement records. Two of the institutions that have expressed interest in the H200 chips — Beihang University and Northwestern Polytechnical University — rank among China’s “Seven Sons of National Defense,” an elite group dedicated to aiding the People’s Liberation Army. Both schools have been blacklisted by the US Commerce Department owing to their work advancing China’s military. Records reviewed by Bloomberg News show that Beihang’s School of Cyber Science and Technology, which says it has “national defense characteristics and aerospace advantages,” is pursuing a lease to use the Nvidia chips. NWPU’s School of Cyberspace Security is also seeking to rent access to H200s, according to the records. The school says it carries out important national cyber tasks, has a national defense innovation team, and that many graduates go on to serve in military units. Bloomberg also identified more than 25 Chinese universities and labs that collaborate with the country’s military and defense industry that are either already using or seeking to obtain older generation Nvidia chips, according to records dating back to 2011. Six of the universities are on the Commerce Department’s blacklist due to an agency determination that their work with the PLA — including developing missiles and nuclear technology — threatens US national security. Several blacklisted entities say on their websites that they are already using the older generation Nvidia chips. It’s unclear whether any of the schools succeeded in obtaining access to the newer H200 chips or what specifically they would do with them if they did. The Bloomberg review didn’t turn up any evidence of wrongdoing, such as violations of US export controls, or indicatio...