Taiwan Arms Deal Put On Ice Amid China Pressure, But Pentagon Cites Iran War Stockpile Concerns Did the Pentagon just back down amid pressure from China? It appears so. As we reported Thursday, China has been actively holding up a proposed visit by Elbridge Colby , the Pentagon's under-secretary of defense for policy . The move is a transparent effort to pressure President Trump over a looming $14...
Taiwan Arms Deal Put On Ice Amid China Pressure, But Pentagon Cites Iran War Stockpile Concerns Did the Pentagon just back down amid pressure from China? It appears so. As we reported Thursday, China has been actively holding up a proposed visit by Elbridge Colby , the Pentagon's under-secretary of defense for policy . The move is a transparent effort to pressure President Trump over a looming $14 billion weapons package for Taiwan . Sources familiar with the talks told the Financial Times that Beijing signaled it "cannot approve a visit until Trump decides how he will proceed with the arms package." Later the same day, Acting Navy Secretary Hung Cao revealed that the US is indeed pausing the $14BN arms sale in question, though he framed the move as due to the Trump administration's war with Iran . He said this was to make sure there's plenty of missile supply and interceptors to execute the war, especially in the scenario that a full aerial bombing operation is renewed. via AFP Addressing a Senate Appropriations Defense Subcommittee hearing, Cao sought to assure that the US still has "plenty” of missiles and interceptors, amid growing concerns from officials. "Right now we’re doing a pause in order to make sure we have the munitions we need for Epic Fury - which we have plenty," Cao told Sen. Mitch McConnell. "We’re just making sure we have everything, but then the foreign military sales will continue when the administration deems necessary." McConnell pressed Cao further on the arms sale to Taiwanto which the acting Navy chief responded that it would be up to Pete Hegseth, to which the Republican Senator from Kentucky replied, "Yeah, that’s what’s really distressing . " While the administration is trying to frame all of this as more out of caution over Iran war supplies, The Hill points out that President Trump had already situated it within dealings with Xi and China : Cao's remarks appear to contradict President Trump’s stated reason for the pause; last week he ...
$QQQ stock has risen 0.9% today, according to our price data from Polygon. It has been bolstered by QCOM stock rising 12.0%. Here are some of the largest contributors to QQQ's gains: $AMD (3.1% of QQQ holdings) has risen 4.8% $AAPL (7.3%) has risen 1.6% $QCOM (1.0%) has risen 12.0% $TSLA (3.4%) has risen 2.7% $TXN (1.3%) has risen 4.8% $INTC (2.6%) has risen 2.1% $CSCO (2.1%) has risen 1.9% $KLAC ...
$QQQ stock has risen 0.9% today, according to our price data from Polygon. It has been bolstered by QCOM stock rising 12.0%. Here are some of the largest contributors to QQQ's gains: $AMD (3.1% of QQQ holdings) has risen 4.8% $AAPL (7.3%) has risen 1.6% $QCOM (1.0%) has risen 12.0% $TSLA (3.4%) has risen 2.7% $TXN (1.3%) has risen 4.8% $INTC (2.6%) has risen 2.1% $CSCO (2.1%) has risen 1.9% $KLAC (1.1%) has risen 3.1% $ADI (0.9%) has risen 3.3% $LRCX (1.6%) has risen 1.9% You can track more data on $QQQ on Quiver Quantitative's $QQQ data dashboard. EARLY ACCESS Receive QQQ Data Alerts Real-time alerts on filings, insider trades, and market signals — before everyone else. Get Alerts → $QCOM Insider Trading Activity $QCOM insiders have traded $QCOM stock on the open market 63 times in the past 6 months. Of those trades, 0 have been purchases and 63 have been sales. Here’s a breakdown of recent trading of $QCOM stock by insiders over the last 6 months: AKASH J. PALKHIWALA (EVP, CFO & COO) has made 0 purchases and 47 sales selling 26,704 shares for an estimated $4,420,564 . . CRISTIANO R AMON (President & CEO) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $3,650,000 . . ALEXANDER H ROGERS (EVP, Pres QTL & Global Affairs) has made 0 purchases and 3 sales selling 15,917 shares for an estimated $2,833,330 . . ANN C CHAPLIN (EVP, GenCounsel&CorpSecretary) has made 0 purchases and 3 sales selling 7,180 shares for an estimated $1,278,237 . . HEATHER S ACE (EVP, Chief HR Officer) has made 0 purchases and 2 sales selling 6,400 shares for an estimated $1,007,424 . . PATRICIA Y GRECH (SVP, Chief Accounting Officer) has made 0 purchases and 6 sales selling 2,403 shares for an estimated $405,599. To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. $QCOM Analyst Ratings Wall Street analysts have issued rep...
The argument that a cryptocurrency is like having a "Swiss bank account in your pocket" has been kicking around crypto for more than a decade now, first as a pitch for Bitcoin, and more recently, as a pitch for Zcash (ZEC 4.84%). It's certainly a catchy phrase, alluding to the supposedly higher standards of privacy afforded to individuals who use notoriously tight-lipped Swiss banks for wealth man...
The argument that a cryptocurrency is like having a "Swiss bank account in your pocket" has been kicking around crypto for more than a decade now, first as a pitch for Bitcoin, and more recently, as a pitch for Zcash (ZEC 4.84%). It's certainly a catchy phrase, alluding to the supposedly higher standards of privacy afforded to individuals who use notoriously tight-lipped Swiss banks for wealth management. At its core, Zcash has much of the same supply policy as Bitcoin, and an additional set of optional privacy features. So does that mean it really could deliver on the concept of being a private bank at investors' fingertips? Privacy reinforces the scarcity thesis with this asset Actual Swiss banks haven't been fully anonymous for years, and the era of accounts with no paper trail is long gone. Plus, as Zcash is presently only accessible to most non-crypto native investors as an asset to purchase from a centralized crypto exchange, the utility of its privacy features is easy to overstate. If you buy $100 of Zcash on an exchange and then transfer it to an off-exchange wallet that keeps your transactions and balances private, there is still no hiding the fact that you initially bought the coin and transferred it. Nonetheless, if we let go of the Swiss banking narrative as being a poor fit to reality, there's an important wrinkle about the coin's supply policy here. Expand CRYPTO : ZEC Zcash Today's Change ( -4.84 %) $ -31.90 Current Price $ 627.35 Key Data Points Market Cap $10B Day's Range $ 626.67 - $ 682.56 52wk Range $ 34.50 - $ 734.96 Volume 571M Zcash's optional shielded (private) transactions hide the sender, receiver, and amounts while still letting the network verify legitimacy. As of mid-May 2026, about 31% of the circulating supply is held in shielded pools, up from 11% a year ago. Coins entering those pools tend to stay there. Presently, shielded ZEC has a lower turnover than unshielded ZEC. That tightens the asset's float well beyond what the circulating ...
It's time to consider just how much higher stocks can rise from here. JPMorgan Private Bank sees a pathway for the S & P 500 to reach 9,000 by the middle of next year, or about a 22% above current levels. While that's not the bank's base case, it's also a scenario that JPMorgan said is more plausible than investors currently believe. The key to unlocking those gains is higher productivity, or comp...
It's time to consider just how much higher stocks can rise from here. JPMorgan Private Bank sees a pathway for the S & P 500 to reach 9,000 by the middle of next year, or about a 22% above current levels. While that's not the bank's base case, it's also a scenario that JPMorgan said is more plausible than investors currently believe. The key to unlocking those gains is higher productivity, or companies generating more sales at a lower cost, than ever before with the help of artificial intelligence. There were positive signs in the latest earnings season that AI could unlock a productivity boom for companies as businesses find more uses for AI. "The path to 9,000 extends beyond the tech sector," read a note from J.P. Morgan Private Bank's Kriti Gupta, a global investment strategist, and Nick Roberts, a portfolio manager. "It relies on broader AI adoption across sectors that increases productivity and bolsters margins across the board." Earnings growth exceeded expectations in the latest reporting season, jumping 22.6% compared with the same period a year and up 15.3% just since the fourth quarter of 2025. The stock market has now scored six straight quarters of double-digit earnings growth, for the first time since the wake of the global financial crisis. Hard to imagine To be sure, it may be hard to imagine further gains. A consensus has formed on Wall Street that the stock market, after its rapid ascent off the March lows, is due for a period of consolidation as it digests the recent gains. Bond yields around the world are rising, a spooky development that could easily weigh on economic growth by stunting consumer spending and capital investment. Central banks are monitoring the energy shock from Iran, which is raising inflation and hurting consumers by lifting gasoline prices. But the fundamentals in the stock market are supportive of further gains. In the 1990s, the stock market boomed, delivering five straight years of 20%+ returns between 1995 and 2000. That ca...
Retirees evaluating dividend funds tend to anchor on current yield, which is exactly why Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) often gets overlooked. The fund pays a distribution yield of roughly 1.6%, which looks unimpressive next to higher-yielding alternatives. Morningstar analysts have repeatedly flagged VIG as a quiet winner for retirees precisely because of that misread. ... Vang...
Retirees evaluating dividend funds tend to anchor on current yield, which is exactly why Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) often gets overlooked. The fund pays a distribution yield of roughly 1.6%, which looks unimpressive next to higher-yielding alternatives. Morningstar analysts have repeatedly flagged VIG as a quiet winner for retirees precisely because of that misread. ... Vanguard’s VIG Quietly Returned 247% While Investors Chased Higher Yields
The sensational title win didn’t happen by accident, it took years of dedication and planning, something the PM should note Obviously, I know that politics and football are different. One is a high-stakes endeavour that affects the lives of hundreds of millions of people, with an impact felt around the globe and down the generations – and the other is politics. I know too that there will be plenty...
The sensational title win didn’t happen by accident, it took years of dedication and planning, something the PM should note Obviously, I know that politics and football are different. One is a high-stakes endeavour that affects the lives of hundreds of millions of people, with an impact felt around the globe and down the generations – and the other is politics. I know too that there will be plenty of readers who will be like I was until nearly a couple of decades ago: cheerfully indifferent to the beautiful game, even after a week like this one, when the top prize in English football was won. But stick with me, because there are lessons to be learned from what just happened – lessons for politics, for the prime minister and for all of us. I am referring, of course, to Arsenal winning the Premier League , ending a 22-year long wait that it sometimes seemed would never end. I claim no objectivity here. I became a fan just a few years into that drought, brought into the Arsenal fraternity by my young sons . So there I was, in the crowd that instantly converged on the Emirates Stadium late on Tuesday night, Arsenal shirt and scarf on, singing loudly and beaming at strangers. Continue reading...
MF3d/iStock via Getty Images Thesis In recent years, quantum computing has increasingly been viewed by the U.S. government as one of the nation’s most important technologies, which is why there is a growing belief that it will continue receiving long-term government support. Now, with the U.S. government directly backing the sector through equity-linked funding, investors suddenly have a new varia...
MF3d/iStock via Getty Images Thesis In recent years, quantum computing has increasingly been viewed by the U.S. government as one of the nation’s most important technologies, which is why there is a growing belief that it will continue receiving long-term government support. Now, with the U.S. government directly backing the sector through equity-linked funding, investors suddenly have a new variable to price in across both pure-play names like Rigetti Computing ( RGTI ) and diversified vehicles like the Defiance Quantum ETF ( QTUM ). When Uncle Sam Becomes a Venture Capitalist This week saw a major event in the quantum computing industry that was more than just your average government contract announcement. The U.S. Department of Commerce signed nine letters of intent with quantum hardware and foundry companies to deploy approximately $2 billion in CHIPS Act funding. Each company will receive federal funding on the condition that the federal government takes a minority, non-controlling equity stake in that company and acts as a funding partner rather than merely providing grants. Seeking Alpha Essentially, if you’re in Rigetti Computing or the Defiance Quantum ETF , Washington is now wedging itself directly into the equity structure like a hedge fund. Seeking Alpha International Business Machines ( IBM ) is leading the deal with a $1 billion investment, which is connected to plans to build a quantum computer chip manufacturing facility in the United States. Then there's a very large second allocation to GlobalFoundries ( GFS ), and a number of quantum companies are expected to receive the remaining amounts like Rigetti, D-Wave Quantum ( QBTS ), and Infleqtion ( INFQ ), ~$100M each, and startup Diraq ($38M). Looking back to last fall, around the same time I wrote about RGTI , Yahoo Finance reported that a source familiar with the matter said the U.S. Commerce Department was not actively discussing taking ownership stakes in quantum computing companies. Naturally, th...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nvidia (NasdaqGS:NVDA) and Vu Technologies have launched an enterprise data visualization platform powered by Nvidia DGX Spark AI infrastructure. The platform supports real-time, AI-driven 3D microscopy for cancer research alongside scalable procedural visualization for on-premises enterpris...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nvidia (NasdaqGS:NVDA) and Vu Technologies have launched an enterprise data visualization platform powered by Nvidia DGX Spark AI infrastructure. The platform supports real-time, AI-driven 3D microscopy for cancer research alongside scalable procedural visualization for on-premises enterprise use. The collaboration extends Nvidia's AI capabilities into healthcare-focused imaging and broader enterprise data visualization workflows. For you as an investor, this moves Nvidia beyond its familiar footing in GPUs and core data center infrastructure into practical tools for biomedical and enterprise users. The DGX Spark based platform ties Nvidia's AI hardware and software stack directly to lab and office environments, where researchers and analysts need high resolution imaging and rapid visual feedback on complex datasets. It also shows how Nvidia is positioning AI inference and visualization as a combined offering that can run locally inside customer facilities, rather than only in remote cloud setups. This development gives you more to watch in areas such as healthcare research workflows and enterprise productivity tools, in addition to chip volumes and AI training deals. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at May 2026 4 things going right for NVIDIA that this headline doesn't cover. This partnership with Vu pushes Nvidia deeper into AI-powered visualization that sits directly on top of its DGX Spark infrastructure. For you as a shareholder, it is a reminder that Nvidia is not only selling GPUs and systems into hyperscale data centers, but is also attaching its hardware to very specific workflows, such as 3D microscopy for cancer research and on premises enterprise visualization....
Anna Moneymaker/Getty Images News Kevin Warsh was sworn in as the 17th chairman of the Federal Reserve on Friday, succeeding Jerome Powell, who led the central bank for eight years. President Donald Trump emceed the proceedings at the White House attended by many cabinet members, two Supreme Court justices, and numerous administration officials. Supreme Court Justice Clarence Thomas swore Warsh in...
Anna Moneymaker/Getty Images News Kevin Warsh was sworn in as the 17th chairman of the Federal Reserve on Friday, succeeding Jerome Powell, who led the central bank for eight years. President Donald Trump emceed the proceedings at the White House attended by many cabinet members, two Supreme Court justices, and numerous administration officials. Supreme Court Justice Clarence Thomas swore Warsh in as Fed chair and governor. "Nobody is better prepared to lead the Fed than Warsh," Trump said. "He has the deepest respect and reverence for the institution he is about to lead." Furthermore, the president said he wants Warsh to "be totally independent" in leading the central bank of the world's largest economy. Trump also discussed Warsh's intention to restore integrity to the Fed, which he claims has strayed from its core mission. During his term as Fed chair, Powell was repeatedly berated by the president, who had nominated him to succeed Janet Yellen in 2018, for not cutting interest rates enough. Warsh understands "when the economy is booming, that's a good thing," Trump said. "He wants positive economic growth," adding that growth doesn't necessarily mean inflation. The ceremony is in stark contrast to most Federal Reserve chair swearing-ins, which recently have taken place at the Fed's headquarters and are rarely attended by U.S. presidents. Trump gave a lengthy address touting his achievements and airing his usual grievances before the actual ceremony. "You're going to see numbers like you've never seen before," Trump said, in speaking about investments that are slated to be made in the U.S. "No country will see the growth that we will experience, that we're already experiencing." He pointed to Eli Lilly's ( LLY ) plans to build six factories in the U.S. Warsh, though, is facing an unusual situation in that his predecessor is remaining on the board of governors while the Inspector General of the Fed continues an investigation into Powell's handling of renovations a...
Su confirmed that CPU supply is currently constrained, as no one in the chip industry had foreseen such a surge in demand. Lisa Su speaks onstage during the 2024 A Year in TIME dinner at Current at Chelsea Piers on December 11, 2024, in New York City. (Photo by Noam Galai/Getty Images for TIME) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loadi...
Su confirmed that CPU supply is currently constrained, as no one in the chip industry had foreseen such a surge in demand. Lisa Su speaks onstage during the 2024 A Year in TIME dinner at Current at Chelsea Piers on December 11, 2024, in New York City. (Photo by Noam Galai/Getty Images for TIME) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... The AMD CEO attributed the increase in CPU demand to growing adoption of AI inference and agentic AI workloads, noting that demand in the segment remains very strong. She added that CPU demand has far exceeded expectations from a year ago, driven by widespread capacity constraints that are being resolved quickly. Su said during an interview earlier this month that the AI industry is still in its early innings, noting that businesses are realizing the rewards of artificial intelligence. Advanced Micro Devices Inc. (AMD) soared past $750 billion in market capitalization for the first time in history after the stock’s 120% rally this year so far. Source: Koyfin Read Next Loading... Loading... According to a report by Nikkei Asia, AMD CEO Lisa Su said on Friday that she expects the central processing unit (CPU) market to grow 35% annually over the next five years, thanks to AI demand. AMD shares were up nearly 5% in Friday’s opening trade. AMD’s Su Confirms CPU Supplies Are Constrained Su confirmed that CPU supply is constrained right now, since no one in the chip industry had foreseen such a surge in demand. “For the last three or four years, the CPU market has not grown very much. It was growing at maybe 3% to 4%, and all of the focus was on GPUs (graphic processing units),” she told reporters at the Commonwealth Magazine in Taipei. Su attributed the increase in CPU demand to growing adoption of AI inference and agentic AI workloads, noting that demand in the segment remains very strong. “Today the overal...
Central African countries have no plans to devalue their common currency despite economic pressure caused by weak growth and low foreign-exchange reserves, according to Bank of Central African States Governor Yvon Sana Bangui. “Such an option is inconceivable, as the stability of the CFA franc, pegged to the euro, remains a cornerstone of CEMAC’s monetary policy,” he said in emailed comments to Bl...
Central African countries have no plans to devalue their common currency despite economic pressure caused by weak growth and low foreign-exchange reserves, according to Bank of Central African States Governor Yvon Sana Bangui. “Such an option is inconceivable, as the stability of the CFA franc, pegged to the euro, remains a cornerstone of CEMAC’s monetary policy,” he said in emailed comments to Bloomberg News, referring to the Economic and Monetary Community of Central Africa. “No major economic factor exists that would justify altering its parity.” Earlier this month, Citigroup Inc. urged the central African bloc to consider devaluing its currency, which is pegged to the euro, in order to boost economic growth and keep reserves from eroding. The US bank said such a move would also help address other economic challenges, including elevated debt levels. Read: Citigroup Urges CFA Devaluation to Spur Growth in Central Africa The six-member bloc — composed of Cameroon, Gabon, Republic of Congo, Equatorial Guinea, Chad and Central African Republic — uses the Central African CFA franc. The regional currency is pegged to the euro and trades at about 655.96. Bangui said the challenges faced in the region are structural and not related to the exchange rate. That includes dependence on raw materials, persistent infrastructure gaps, the limited size of domestic markets, the investment climate, governance and public-policy challenges, he added. “No devaluation can by itself create competitive industrial capacity or diversify an economy. The solutions required are fundamentally structural rather than monetary,” Bangui said. “Adjusting the CFA franc’s parity would not address the underlying causes of the economic difficulties confronting the CEMAC region.” The last devaluation in 1994 triggered inflation of 30% to 45%, provoked social unrest and failed to deliver any lasting industrial or economic transformation. Bangui said a repeat of such a policy would “expose” the region’s p...
The booming artificial intelligence (AI) market just gained another feather in its cap, after reports confirmed, late yesterday, that Microsoft MSFT is in advanced talks to supply its custom Maia AI chips to Anthropic. As AI-driven growth continues to fuel strong gains across the technology sector, this latest development puts the spotlight on technology exchange-traded funds (ETFs), particularly ...
The booming artificial intelligence (AI) market just gained another feather in its cap, after reports confirmed, late yesterday, that Microsoft MSFT is in advanced talks to supply its custom Maia AI chips to Anthropic. As AI-driven growth continues to fuel strong gains across the technology sector, this latest development puts the spotlight on technology exchange-traded funds (ETFs), particularly those with significant exposure to Microsoft, as an attractive way for investors to participate in the ongoing AI boom. However, before increasing exposure, investors should look beyond the immediate hype. The real opportunity lies in understanding how this deal could reshape the broader technology ecosystem and how aggressively Microsoft is expanding its AI footprint across multiple fronts. Together, these developments strengthen the case for focusing on diversified technology ETFs as the corporate world increasingly pivots toward custom silicon. A Closer Look at the Anthropic-Microsoft Partnership While a final agreement has not yet been signed, sources indicate Anthropic is negotiating to use Microsoft’s second-generation Maia 200 AI chips to power its Claude models. This would be a major win for Microsoft, which has lagged its rivals like Amazon and Google in offering custom AI silicon to external clients. Winning Anthropic as a customer would validate Microsoft's custom silicon strategy after initial development delays, while giving the startup an alternative to Nvidia's expensive, supply-constrained GPUs. This latest development builds on an already established financial alliance between MSFT and the AI startup. Last year, Microsoft announced a $5 billion investment in Anthropic, alongside a major agreement under which the startup committed to spending $30 billion on Azure cloud services over the duration of the partnership. This expanding alliance is expected to ripple across the tech industry. By integrating custom chips into its infrastructure, the partnership is a...
Shares of NVIDIA NVDA slipped around 1.6% in after-hours trading on May 20, 2026 (as cited in BBC), as investors appeared unimpressed despite the AI giant delivering better-than-expected first-quarter fiscal 2027 results. The company also unveiled a sharp increase in its quarterly dividend to 25 cents per share. As NVDA continues to lead the AI landscape and hold its position as the world’s most v...
Shares of NVIDIA NVDA slipped around 1.6% in after-hours trading on May 20, 2026 (as cited in BBC), as investors appeared unimpressed despite the AI giant delivering better-than-expected first-quarter fiscal 2027 results. The company also unveiled a sharp increase in its quarterly dividend to 25 cents per share. As NVDA continues to lead the AI landscape and hold its position as the world’s most valuable company by market value, this pullback in its share price might entice investors to increase their exposure in this stock right away. NVIDIA is entirely dependent on Taiwan Semiconductor to physically fabricate its Blackwell and upcoming Rubin architecture chips. Any escalation in geopolitical tensions surrounding Taiwan could instantly paralyze Nvidia's supply chain. Nevertheless, the company is undoubtedly a central player in the AI industry, with its short-term average price target of $276.46 implying a solid 23.7% upside from the last closing price of $223.47. Against this backdrop, investors seeking to capitalize on the AI giant’s strong price momentum while mitigating company-specific risks may consider adding exchange-traded funds (ETFs) with significant exposure to NVDA to their portfolios. But before diving into these ETFs, let us check NVDA’s overall performance in the first quarter of fiscal 2027, in terms of other metrics. NVDA’s Q1 Results NVIDIA’s fiscal first-quarter earnings beat the Zacks consensus estimate by 5.7%, while its revenues beat the consensus mark by 3.6%. The company posted record revenues worth $81.6 billion, which surged 85% year over year. Its data Center revenues went up 92% year over year, driven by sustained strength in Blackwell architecture and strong demand for its GB300NVL72. NVIDIA AI infrastructure is now deployed across nearly 40 countries, representing $50 trillion in GDP, backed by the accelerating build-out of AI factories. The company’s physical AI is also gaining momentum, with this business having exceeded $9 billion i...
Shares of NVIDIA NVDA slipped around 1.6% in after-hours trading on May 20, 2026 (as cited in BBC), as investors appeared unimpressed despite the AI giant delivering better-than-expected first-quarter fiscal 2027 results. The company also unveiled a sharp increase in its quarterly dividend to 25 cents per share. As NVDA continues to lead the AI landscape and hold its position as the world’s most v...
Shares of NVIDIA NVDA slipped around 1.6% in after-hours trading on May 20, 2026 (as cited in BBC), as investors appeared unimpressed despite the AI giant delivering better-than-expected first-quarter fiscal 2027 results. The company also unveiled a sharp increase in its quarterly dividend to 25 cents per share. As NVDA continues to lead the AI landscape and hold its position as the world’s most valuable company by market value, this pullback in its share price might entice investors to increase their exposure in this stock right away. NVIDIA is entirely dependent on Taiwan Semiconductor to physically fabricate its Blackwell and upcoming Rubin architecture chips. Any escalation in geopolitical tensions surrounding Taiwan could instantly paralyze Nvidia's supply chain. Nevertheless, the company is undoubtedly a central player in the AI industry, with its short-term average price target of $276.46 implying a solid 23.7% upside from the last closing price of $223.47. Against this backdrop, investors seeking to capitalize on the AI giant’s strong price momentum while mitigating company-specific risks may consider adding exchange-traded funds (ETFs) with significant exposure to NVDA to their portfolios. But before diving into these ETFs, let us check NVDA’s overall performance in the first quarter of fiscal 2027, in terms of other metrics. NVDA’s Q1 Results NVIDIA’s fiscal first-quarter earnings beat the Zacks consensus estimate by 5.7%, while its revenues beat the consensus mark by 3.6%. The company posted record revenues worth $81.6 billion, which surged 85% year over year. Its data Center revenues went up 92% year over year, driven by sustained strength in Blackwell architecture and strong demand for its GB300NVL72. NVIDIA AI infrastructure is now deployed across nearly 40 countries, representing $50 trillion in GDP, backed by the accelerating build-out of AI factories. The company’s physical AI is also gaining momentum, with this business having exceeded $9 billion i...
Inflation is exposing a major divide in the US economy according to Citi Retailing and Hardlines Analyst Steven Zaccone, He joins Bloomberg Open Interest to explain why wealthy consumers keep spending while lower-income shoppers struggle with rising gas and living costs. From Walmart and BJ’s to Williams-Sonoma and AutoZone, we look at the retail winners and losers in today’s “K-shaped” economy. (...
Inflation is exposing a major divide in the US economy according to Citi Retailing and Hardlines Analyst Steven Zaccone, He joins Bloomberg Open Interest to explain why wealthy consumers keep spending while lower-income shoppers struggle with rising gas and living costs. From Walmart and BJ’s to Williams-Sonoma and AutoZone, we look at the retail winners and losers in today’s “K-shaped” economy. (Source: Bloomberg)
Earlier this week, Nutanix completed the issuance and sale of over 4.1 million shares to AMD under a stock purchase agreement, raising about US$150,000,000 in gross proceeds while analysts projected quarterly earnings of US$0.35 per share on US$686.02 million of revenue. This capital raise, paired with a cautious near-term outlook and macro-spending concerns, has heightened focus on potential dilu...
Earlier this week, Nutanix completed the issuance and sale of over 4.1 million shares to AMD under a stock purchase agreement, raising about US$150,000,000 in gross proceeds while analysts projected quarterly earnings of US$0.35 per share on US$686.02 million of revenue. This capital raise, paired with a cautious near-term outlook and macro-spending concerns, has heightened focus on potential dilution versus the company’s ongoing growth in support, maintenance, and subscription revenue. Next, we’ll explore how Nutanix’s recent share issuance to AMD could influence its investment narrative centered on hybrid and multi-cloud growth. We've uncovered the 10 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Nutanix Investment Narrative Recap To own Nutanix, you have to believe in its role at the center of hybrid and multi cloud deployments, with growing support, maintenance, and subscription revenue. The recent US$150,000,000 share sale to AMD adds capital but also raises near term dilution questions, especially with macro spending concerns already in focus and the upcoming earnings release viewed as a key short term catalyst. At this stage, the stock issuance does not appear to change the core long term thesis. The AMD equity investment and AI partnership look most relevant here, because they connect the dilution debate directly to Nutanix’s push into AI infrastructure on its hybrid cloud platform. While some investors are focused on the 4.1 million new shares, others may see the capital and engineering alignment with AMD as reinforcing Nutanix’s effort to win AI workloads that sit on top of its subscription model, which many view as a key driver of future support and maintenance revenue. Yet beneath the AI excitement, investors should be aware that short term revenue recognition and potential dilution risks could... Read the full narrative on Nutanix (it's free!) Nutanix's narrative projects $3.8 billion revenue and $526.1 mill...
Earlier this week, Nutanix completed the issuance and sale of over 4.1 million shares to AMD under a stock purchase agreement, raising about US$150,000,000 in gross proceeds while analysts projected quarterly earnings of US$0.35 per share on US$686.02 million of revenue. This capital raise, paired with a cautious near-term outlook and macro-spending concerns, has heightened focus on potential dilu...
Earlier this week, Nutanix completed the issuance and sale of over 4.1 million shares to AMD under a stock purchase agreement, raising about US$150,000,000 in gross proceeds while analysts projected quarterly earnings of US$0.35 per share on US$686.02 million of revenue. This capital raise, paired with a cautious near-term outlook and macro-spending concerns, has heightened focus on potential dilution versus the company’s ongoing growth in support, maintenance, and subscription revenue. Next, we’ll explore how Nutanix’s recent share issuance to AMD could influence its investment narrative centered on hybrid and multi-cloud growth. We've uncovered the 10 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Nutanix Investment Narrative Recap To own Nutanix, you have to believe in its role at the center of hybrid and multi cloud deployments, with growing support, maintenance, and subscription revenue. The recent US$150,000,000 share sale to AMD adds capital but also raises near term dilution questions, especially with macro spending concerns already in focus and the upcoming earnings release viewed as a key short term catalyst. At this stage, the stock issuance does not appear to change the core long term thesis. The AMD equity investment and AI partnership look most relevant here, because they connect the dilution debate directly to Nutanix’s push into AI infrastructure on its hybrid cloud platform. While some investors are focused on the 4.1 million new shares, others may see the capital and engineering alignment with AMD as reinforcing Nutanix’s effort to win AI workloads that sit on top of its subscription model, which many view as a key driver of future support and maintenance revenue. Yet beneath the AI excitement, investors should be aware that short term revenue recognition and potential dilution risks could... Read the full narrative on Nutanix (it's free!) Nutanix's narrative projects $3.8 billion revenue and $526.1 mill...
JPMorgan Chase & Co. filed its court response to a former vice president’s graphic sexual harassment suit against the bank and executive director Lorna Hajdini , calling his claims “false” and “malicious.” JPMorgan on Thusday night filed its formal answer to the April 27 lawsuit . The former banker’s claims that Hajdini sexually assaulted him and that he endured racism from her and others in the b...
JPMorgan Chase & Co. filed its court response to a former vice president’s graphic sexual harassment suit against the bank and executive director Lorna Hajdini , calling his claims “false” and “malicious.” JPMorgan on Thusday night filed its formal answer to the April 27 lawsuit . The former banker’s claims that Hajdini sexually assaulted him and that he endured racism from her and others in the bank’s leveraged finance group have gone viral on social media. The suit was filed by a John Doe plaintiff, but Bloomberg News and other media have reported that he is Chirayu Rana . JPMorgan and Hajdini are opposing Rana’s bid to proceed anonymously as an alleged sexual-assault victim. The bank “denies that Plaintiff was sexually assaulted, harassed, discriminated or retaliated against,” JPMorgan said in its filing. It said it reserved the right to pursue its own claims against Rana over alleged wrongdoing. A spokesperson for Rana didn’t immediately respond to requests for comment. The spokesperson on Wednesday said Rana’s allegations are true and would be proven in court. JPMorgan has previously denied Rana’s claims in public statements, saying they were the subject of an internal investigation that found they had no merit. Bloomberg News has previously reported that the bank offered him a $1 million settlement, which he rejected. Hajdini countersued Rana for defamation on Tuesday, “categorically and unequivocally” denying his claims and saying they have “ruined her reputation and destroyed her life.” The case is Doe v. JPMorgan Chase, 155620/2026, New York State Supreme Court, New York Co. (Manhattan).
Bill Winters ’ efforts to restore calm after making some controversial comments on AI have failed to reassure labor organizations, according to one of the world’s largest union federations. The chief executive of Standard Chartered Plc has spent much of the week doing damage control, after he aired plans to replace some “lower-value human capital” with artificial intelligence. Winters has since ap...
Bill Winters ’ efforts to restore calm after making some controversial comments on AI have failed to reassure labor organizations, according to one of the world’s largest union federations. The chief executive of Standard Chartered Plc has spent much of the week doing damage control, after he aired plans to replace some “lower-value human capital” with artificial intelligence. Winters has since apologized for his choice of words, while adding that the phrase was taken out of a wider, more nuanced context . As CEO of StanChart, however, Winters “should remember that we are talking about thousands of people and families, not human capital,” said Angelo Di Cristo , head of finance at UNI Global Union. Winters’ apology, posted on LinkedIn, doesn’t change the impression left by the original comments, he added. Di Cristo also pointed to remarks made by Georges Elhedery , the CEO of HSBC Holdings Plc , as examples of language that has left finance workers feeling anxious about their future. Elhedery said this week he expects AI to “destroy” certain jobs, even as it creates new roles. Both HSBC and StanChart are weighing major headcount reductions to make room for AI. “Unfortunately, the plans by these multinational banks to slash jobs are not just about introducing AI tools, but a new chapter in the same old story of banks cutting labor costs wherever they can,” which results in “dedicated employees being treated as disposable,” he said. The UNI Global Union will “stand with these workers” and the local unions that represent them, “who will demand a fair deal,” Di Cristo said. UNI Global Union is perhaps best known for coordinating an international campaign against Group 4 Securicor in the 2000s, in which it mobilized workers, investors and public opinion. Those efforts led to an agreement in 2008 to respect workers’ rights and raise employment standards. A spokesperson for StanChart said the bank is “combining the best human talent with AI,” as part of a plan to provide “...
Wes Streeting has insisted he can win over the Labour left, as he launches a shadow campaign for the party leadership, saying he has “beaten the odds” throughout his life and can do so again. The former health secretary, who called on Keir Starmer to resign as he quit the cabinet last week, warned Labour MPs that drifting on with Starmer in charge risked a Joe Biden situation that would usher in a...
Wes Streeting has insisted he can win over the Labour left, as he launches a shadow campaign for the party leadership, saying he has “beaten the odds” throughout his life and can do so again. The former health secretary, who called on Keir Starmer to resign as he quit the cabinet last week, warned Labour MPs that drifting on with Starmer in charge risked a Joe Biden situation that would usher in a Reform government. Although there is no official leadership contest – Starmer is still in Downing Street and the favourite, Andy Burnham, is campaigning to win a byelection – Streeting said it was “inevitable” the prime minister would stand down. 2:50 In an interview with the Guardian, the Ilford North MP set out his plans for government, including moving 175,000 children out of temporary accommodation, speeding up the establishment of a national care service, bringing in a wealth tax and “looking again” at plans for refugees. Starmer’s political authority has been perhaps fatally undermined over the last two weeks after Labour’s devastating election results, with Streeting’s departure from the cabinet and Burnham’s selection to fight the Makerfield seat appearing, in the view of many MPs, to seal his fate. While many observers were sceptical that Streeting had the support of the 81 MPs required to trigger a leadership contest when he stood down, he insisted he had the necessary numbers but said he held back because he would have been accused of pulling a “fast one” on Burnham if he had gone ahead before he was able to run. View image in fullscreen ‘I know that I start the race as the underdog, but I’ve been the underdog all my life.’ Photograph: David Levene/The Guardian The former cabinet minister denied he was motivated by unbridled ambition for the job, or that he was planning to abandon his run for the leadership and fall in behind Burnham, should he win the byelection, in order to secure a big job. “That’s not what motivates and drives me at all. I do think it’s inev...