jetcityimage NVIDIA ( NVDA ) on Monday unveiled NVIDIA RTX Spark, a new superchip that reinvents Windows PCs for the era of personal AI agents, featuring 1 petaflop of AI performance, power efficiency, full-stack NVIDIA AI and graphics technology, and up to 128 GB of unified memory. Designed for AI, content creation, and gaming, the RTX Spark brings three decades of Nvidia graphics and processing ...
jetcityimage NVIDIA ( NVDA ) on Monday unveiled NVIDIA RTX Spark, a new superchip that reinvents Windows PCs for the era of personal AI agents, featuring 1 petaflop of AI performance, power efficiency, full-stack NVIDIA AI and graphics technology, and up to 128 GB of unified memory. Designed for AI, content creation, and gaming, the RTX Spark brings three decades of Nvidia graphics and processing advancements to slim Windows laptops with all-day battery life and ultra-efficient desktop PCs. The new Arm-powered superchip also positions Nvidia and Microsoft to directly challenge the personal computing strongholds of Apple ( AAPL ), Qualcomm ( QCOM ), Intel ( INTC ), and AMD ( AMD ). RTX Spark lets creators, AI developers, and gamers render ultralarge 90GB+ 3D scenes, edit 12K 4:2:2 video, generate 4K AI videos, run 120B-parameter LLMs with up to 1 million tokens context using agents locally, and play AAA games at 1440p and over 100 frames per second, the U.S. tech giant company said in a statement . Nvidia said Adobe ( ADBE ) is rearchitecting Photoshop and Premiere from the ground up for RTX Spark to deliver 2x faster AI and graphics performance. Starting this fall, Nvidia’s new RTX Spark Superchip will debut in laptop and desktop computers from leading PC brands including Dell Technologies ( DELL ) and Lenovo Group ( LNVGY ), Chief Executive Officer Jensen Huang said at the Computex trade show in Taipei. The product is a combination of microprocessor and graphics chip, built with help from Taiwan’s MediaTek, that will run Microsoft Corp.’s Windows for Arm operating system. More on Nvidia, Microsoft Microsoft: This Price Makes No Sense Nvidia: Data Centers Made It Great, Physical AI Could Make It Generational Nvidia At $5 Trillion Requires A Grid That Doesn't Exist U.S. moves to tighten AI chip export rules for Chinese firms overseas Microsoft to unveil first Windows PCs powered by Nvidia chips next week: Axios
NVIDIA DRIVE Hyperion Powers Robotaxis NVIDIA DRIVE Hyperion provides the entire global transportation industry with a safe, scalable, level 4-ready platform News Summary: Foxconn is expanding its strategic collaboration with NVIDIA to develop and deploy level 4-ready robotaxi fleets in Taiwan, beginning in Kaohsiung, with plans to scale across Asia.VinFast is working with Autobrains to bring leve...
NVIDIA DRIVE Hyperion Powers Robotaxis NVIDIA DRIVE Hyperion provides the entire global transportation industry with a safe, scalable, level 4-ready platform News Summary: Foxconn is expanding its strategic collaboration with NVIDIA to develop and deploy level 4-ready robotaxi fleets in Taiwan, beginning in Kaohsiung, with plans to scale across Asia.VinFast is working with Autobrains to bring level 4 vehicles built on DRIVE Hyperion to the Southeast Asia market.Uber will integrate several DRIVE
XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global AI mobility technology company, today announced its vehicle delivery results for May 2026.
XPeng Inc. ("XPENG" or the "Company," NYSE: XPEV and HKEX: 9868), a leading global AI mobility technology company, today announced its vehicle delivery results for May 2026.
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Sydney with Haidi Stroud-Watts and Paul Allen, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)
VASYL MYKHAILENKO/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between May 22 and May 28. Take a look at what these less-covered stocks might hold for you...
VASYL MYKHAILENKO/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between May 22 and May 28. Take a look at what these less-covered stocks might hold for you. And please join the conversation below to share what you think: Are any of these worth following up on? And are there other undercovered ideas that you like? Aeluma: A Hidden Beneficiary Of The AI Boom With 25x Long-Term Growth Potential Dmytro Lebid | Buy The ongoing AI supercycle is exacerbating a fundamental problem linked to the physical limitations of traditional optical connections. Today's data center architecture requires innovative solutions for data transmission and energy efficiency. Aeluma ( ALMU ) is one of the most promising startups currently in the early stages of commercialization. What makes its engineering team’s technology unique is the development of a technological bridge that allows lasers to be grown directly inside microscopic pockets in standard silicon wafers. This technology’s validity is confirmed by agreements with NASA and the Department of Defense, yet its main potential lies in the future and remains unrealized for now. Investing in such projects involves heightened volatility and risks regarding commercial success. The company, though, possesses a strong financial cushion and effective technologies, with prototypes sent to more than 30 potential clients. The preliminary assessment of ALMU’s potential market value indicates the possibility of more than 25-fold growth if the technology receives recognition in the silicon photonics market. I provide a detailed analysis of the uniqueness of Aeluma’s technology in this article, highlighting its competitive advantages and financial stability, while also examining the catalysts for potential gro...
NVIDIA Alpamayo 2 Super NVIDIA’s most powerful open reasoning model to date, NVIDIA Alpamayo 2 Super is an open 32-billion-parameter reasoning VLA model that reasons, plans and acts across the full driving stack for safer, scalable level 4 development. News Summary: NVIDIA’s most powerful open reasoning model to date, NVIDIA Alpamayo 2 Super is an open 32-billion-parameter reasoning VLA model that...
NVIDIA Alpamayo 2 Super NVIDIA’s most powerful open reasoning model to date, NVIDIA Alpamayo 2 Super is an open 32-billion-parameter reasoning VLA model that reasons, plans and acts across the full driving stack for safer, scalable level 4 development. News Summary: NVIDIA’s most powerful open reasoning model to date, NVIDIA Alpamayo 2 Super is an open 32-billion-parameter reasoning VLA model that reasons, plans and acts across the full driving stack for safer, scalable level 4 development.NVIDI
China strengthened oversight of outbound investment through a new directive, tightening cross-border capital flows as its technology rivalry with the US intensifies. The rule, published Monday by China’s cabinet, seeks to “improve” reviews for overseas investments that could affect national security. It strengthens requirements for domestic organizations and individuals to assist with such reviews...
China strengthened oversight of outbound investment through a new directive, tightening cross-border capital flows as its technology rivalry with the US intensifies. The rule, published Monday by China’s cabinet, seeks to “improve” reviews for overseas investments that could affect national security. It strengthens requirements for domestic organizations and individuals to assist with such reviews and comply with decisions, in what appears to be efforts to unify and harden previously fragmented regulations. Under the regulation, effective July 1, investors are prohibited from transferring restricted goods, technology, services and data overseas. Companies are also banned from providing technical training in order to export those things, according to the document. The comprehensive document builds on existing rules scattered among various ministries already regulating outbound investments, including the National Development and Reform Commission, Ministry of Commerce and the State Administration of Foreign Exchange. The move comes as Beijing and Washington are racing to dominate AI and other key technologies. The new rules were adopted at a meeting of the State Council on April 17, days before China ordered the cancellation of Meta Platforms Inc.’s $2 billion acquisition of agentic AI startup Manus. The latest decree introduces explicit financial penalties for offenders. Investors that undertake prohibited overseas investments may be ordered to halt transactions, dispose of assets and pay fines of up to 1% of the investment amount.
NVIDIA Cosmos 3, the Open Frontier Foundation Model for Physical AI NVIDIA Cosmos 3 is a new leaderboard-topping open physical AI foundation model, built on a breakthrough mixture-of-transformers architecture for physical AI reasoning, world simulation and action generation. News Summary: NVIDIA Cosmos 3 is a new leaderboard-topping open physical AI foundation model, built on a breakthrough mixtur...
NVIDIA Cosmos 3, the Open Frontier Foundation Model for Physical AI NVIDIA Cosmos 3 is a new leaderboard-topping open physical AI foundation model, built on a breakthrough mixture-of-transformers architecture for physical AI reasoning, world simulation and action generation. News Summary: NVIDIA Cosmos 3 is a new leaderboard-topping open physical AI foundation model, built on a breakthrough mixture-of-transformers architecture for physical AI reasoning, world simulation and action generation.Cos
gonin/iStock via Getty Images Market Overview US fixed income markets faced a more challenging backdrop in the first quarter of 2026, as the inflation shock from the Iran War reset expectations for Federal Reserve policy rates and shifted US Treasury yields higher across the curve. Credit spreads 1 came under pressure as risk premiums widened later in the quarter, though hopes for a ceasefire limi...
gonin/iStock via Getty Images Market Overview US fixed income markets faced a more challenging backdrop in the first quarter of 2026, as the inflation shock from the Iran War reset expectations for Federal Reserve policy rates and shifted US Treasury yields higher across the curve. Credit spreads 1 came under pressure as risk premiums widened later in the quarter, though hopes for a ceasefire limited the extent of the move. Agency mortgage-backed securities (MBS) outperformed despite elevated rate volatility. Performance Summary The Hartford Core Bond ETF underperformed the Bloomberg US Aggregate Bond Index during the quarter. The Fund's positioning in corporate credit contributed positively to relative performance during the period. Within IG corporate credit, an underweight allocation to financials aided results. An underweight to industrials also helped performance modestly. The Fund's allocation to securitized credit was positive for performance overall, including non-agency residential mortgage-backed securities (RMBS) and asset-backed securities (ABS), while positioning in agency MBS hurt results. Our exposure to collateralized loan obligations (CLO) had a negligible impact on performance. Active duration 2 and yield curve management had a negative impact on results during the quarter. The Fund held an allocation to Treasury Inflation Protected Securities (TIPS), which had negligible impact on results. Positioning & Outlook Growth remains supported by fiscal tailwinds, deregulation, and continued AI-driven investment, but the backdrop has become more fragile. We see attractive upside potential in selectively capitalizing on credit market dislocations as they emerge. The Fund is positioned with an overweight duration profile and see greater relative value in extending duration further out the curve, where real yields offer a cleaner expression of macro risks. We are positioned underweight to investment-grade credit relative to the benchmark, while identifying i...