The ETF seeks daily leveraged investment results, before fees and expenses, equal to 200% of the daily percentage change in the price of NVDA common stock. This...
OpenAI's Rogue Agent Hack Sparks Senate Alarm as Trump Weighs AI Controls
Is Micron being squeezed out now that SK Hynix and Samsung have partnered with major chip companies?
Cursor Launches Benchmark Partners Program with AWS, BCG, Databricks, McKinsey, NVIDIA, and Snowflake to Deliver First Referenceable Enterprise AI Adoption Stack
AI training bottlenecks identified by NVIDIA in Exemplar Cloud, showing 8-12% performance gaps due to configuration issues.
GPU/CPU Sector Rises Broadly Intraday, AMD Surges Over 12%, NVDA Up Nearly 2%, INTC Jumps Over 12%
Alphabet beat Nvidia in the first half of 2026. Here's my prediction for which stock will win in the second half.
Qualcomm (QCOM) released FY26 Q3 results after U.S. market close, corresponding to the morning of Jul 30, 2026 Beijing time. The quarter ended Jun 2026, and key points include: 1) Core metrics.
Revenue was $9.95bn (-4% YoY), beating the $9.6bn consensus. Auto grew sharply, but handsets remained a drag on the top line.GPM was 53.1% (-250bps YoY). This was below market expectations (54.6%). ...
+11$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
0728 | Dolphin Focus: Macro/Sector. 1) According to foreign media, Shanghai state-owned firms have begun small-batch production of domestically built immersion DUV lithography systems, with five units planned for this year. The first batch is slated for delivery to SMIC, Hua Hong Semiconductor, and CXMT.
Most components have been localized, but certain critical parts still rely on overseas suppliers. After delivery, fabs will require extended line qualification, making large-scale substitution of ASML tools unlikely in the near term.The report catalyzed sentiment across the semiconductor equipment space, but has not been officially confirmed by the companies. Follow-up on delivery and yield qualification progress remains key...
