A GX AI TECH

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

AWS Plans €7.8 Billion Investment to Expand European Sovereign Cloud, Driving Customer Migration and Ecosystem Partnerships

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Kepler Cheuvreux Reduces Meta Stake by 21% to 64,109 Shares Worth $42.31M

Hosking Partners Increases Stake in Alphabet to 525,640 Shares in Q4

M&T Bank Corp Increases Amazon Stake by 5.9% to 2.12 Million Shares in Q4

Nippon Life and other institutions increase Amazon stake in Q4 amid tariff litigation risks

Citizens JMP gives Amazon Overweight rating, target price $315

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Alphinity Increases Apple Stake by 105.7% in Q4 to $406M

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

AMD Readies New Ryzen 7 7700X3D Processor

Amazon to Hold Prime Big Deal Days Fall Sale Event in October 2026

Microsoft to Host Online Course Series on the Potential of Copilot and AI Agents

AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

Microsoft to host a virtual training day on the fundamentals of the Azure cloud platform

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The 2026 DAC, Chips to Systems Conference, will be held at the Long Beach Convention Center from July 26 to 29, marking its first occurrence there in 63 years. The event is notable for record participation and highlights the impact of artificial intelligence on semiconductor design and system innovation, representing a significant shift in the industry.

Unusual Whales

iShares Future AI & Tech ETF

Invesco Semiconductors ETF

KraneShares Artfcl Intllgnc and Tech ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

First Trust Nasdaq Food & Semicon

iShares Semiconductor ETF

Direxion Semicon Bear 3X

Global X Robotics & Artificial

The 2026 DAC, Chips to Systems Conference, Comes to Long Beach for the First Time with Record Growth as AI Reshapes Chip and System Design

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The global AI agent market is projected to reach over $12 billion by 2026, growing at nearly 45% annually. Despite this growth, a Cryptopolitan newsletter poll reveals that 38% of readers have never used an AI agent, indicating a significant adoption gap. The report highlights that while enterprise adoption is increasing, awareness does not equate to usage. Key applications driving adoption include research, productivity, and customer service, with 90% of non-tech companies planning to use AI agents. The findings suggest a broader shift towards AI integration in enterprises by 2026.

Cryptopolitan

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Global X Funds Global X Artificial Intelligence & Tech ETF

CAM HKUS AI ETF

CAM HKUS AI-R

ROBO Global Robotics

FT Nasdq AI & Robotics

Ark Innovation ETF

Global X Japan Co., Ltd.

Mirae Asset Global Investments Co., Ltd.

Pictet AI & Automation ETF

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Cryptopolitan Report: 38% of Our Readers Have Never Used an AI Agent. Here’s What That Tells Us About Where Adoption Actually Stands

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On Tuesday, JPMorgan released a report stating that the rise in AI stocks has picked up speed as first quarter earnings reports approach. The report highlights the resurgence of momentum in AI stocks, contradicting the notion of an AI bubble. This information signifies a positive trend for investors interested in AI-related companies.

Global X Cloud Computing ETF

Defiance Daily Target 2X Long JPM ETF

SPDR S&P Software

iShares A.I. Innovation and Tech Act ETF

Proshares Big Data Refiners ETF

ISHRS S&P Glb It

iShares Expanded Tech Software Sector ETF

First Trust Cloud Computing

JPMorgan Chase

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JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

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JPMorgan Chase & Co.

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What AI Bubble? Why JPMorgan Says AI Stocks Have Momentum Back.

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The 2026 Hong Kong Web3 Carnival marks a pivotal shift in the Web3 narrative, transitioning from proving its value to institutionalization and structured implementation. Financial Secretary Paul Chan emphasized the importance of tokenization, expanding asset types beyond crypto to include currencies, bonds, and real estate. The introduction of AI as an economic agent will reshape market dynamics, enhancing efficiency and reducing intermediary roles. Hong Kong's regulatory framework is evolving from policy statements to executable systems, fostering innovation while ensuring stability, contrasting with the varied global approaches to Web3.

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E Fund CSI Hongkong Bond Investment Theme ETF

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Hong Kong Web3 Carnival: A watershed moment for Web3 as it enters the implementation phase

A recent Grant Thornton survey reveals an 'AI proof gap' in the business sector, highlighting a disparity between heavy investments in AI technology and a lack of accountability. Tom Puthiyamadam, managing partner of Advisory Services at Grant Thornton, noted that while many companies have adopted AI solutions, they often fail to measure the technology's actual impact or results.

Grant Thornton survey: A widening ‘AI proof gap’ is emerging, but well-governed AI is showing results

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The global drone market has doubled in five years to $40 billion, with Barclays forecasting it to expand to $250 billion by 2035. The true constraints of this revolution have moved beyond defense budgets to AI computing power, energy grids, and critical minerals. China is a dominant supplier of 40 out of 52 critical minerals, with rare earth concentration exceeding 90%. Beyond military demand, agricultural spraying reduces costs by 70%, warehousing inventory takes 50% less time, and drone delivery takes an average of 19 minutes, pushing this industrial transformation deeper into civilian applications

- Drones are evolving from "battlefield tools" to a broader industry chain, with the global market projected to reach $50 billion by 2026.  
- Barclays identifies key constraints beyond defense budgets, including spending on AI, energy, and critical minerals, while the demand for low-cost platforms is driving up innovations in the sector.  
- By 2035, the civilian use of drones is expected to grow, particularly in agriculture, warehousing, and delivery, highlighting significant cost and efficiency benefits in these applications.

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AVIC UAS

Tianhong CSI Robot ETF

China Merchants CSI Robot ETF

ChinaAMC CSI Robot ETF

Fullgoal CSI Rare Earth Industry ETF

Harfor CSI Artificial Industry ETF

E Fund SSE STAR Artificial Intelligence ETF

Harvest CSI Rare Earth Industry ETF

Huatai-PB CSI Rare earth industry ETF

Drones – The Booming "Physical AI", Rare Earths Still Key

Singapore faces a talent crisis, favoring conventional qualifications over unconventional talent, which hinders future problem-solving. The 2026 Budget emphasizes a shift towards artificial intelligence (AI) as a key growth strategy, with Prime Minister Lawrence Wong announcing sector-focused AI missions and the establishment of a National AI Council. The goal is for Singapore to not only adapt to disruptions but to lead in innovation.

Businesstimes News

The ‘CV trap’: Why Singapore must hire for potential, not pedigree

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The A-shares welcomed their first trading day after the Spring Festival holiday, with overseas markets performing positively, as European and American stock indices rose, and prices of precious metals and crude oil increased. Industry institutions predict that the A-share spring market will continue, with funds being allocated around the policy-oriented industrial main lines. Technology and resource products are favored, especially "pan-AI assets" and the chemical and precious metals sectors are worth paying attention to

CHENGDU RAINBOW APPLIANCE(GROUP)SHARERS

Zijin Mining

SSE Index

Guifaxiang

Huatong Meat

SD-GOLD

TIBET AIM PHARM

CSI 300

IMPULSE

ZHONGJIN GOLD

Shenzhen Index

HFCC

Redwall

JRCB

Gold.com

Agnico Eagle Mines

Kinross Gold

Newmont

China Southern CSI Semiconductor Industry Custom ETF

Hua Xia CSI New Energy Vehicles ETF

E Fund CSI Auto Components Thematic ETF

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

EFUND GOLD MI ETF

ChinaAMC Gold ETF

VanEck Junior Gold Miners ETF

EFUND GOLD MI-U

SPDR Gold Shares

iShares Gold Trust

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

VanEck Gold Miners ETF

China Southern CSI SWS Non-Ferrous Metal ETF

iShares MSCI Global Gold Miners

Guotai CSI 800 Automobile and Parts ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CES Semiconductor Chip Industry ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hwabao WP CSI Non-ferrous Metal ETF

EFUND GOLD MI-R

Positive factors boost confidence in the A-share market opening, with two main lines of allocation value being favored

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Concerns about the impact of AI disruption have led to a shift in the market. Several top AI stocks, which saw significant gains last year, have experienced a decline. Despite this, some stocks have continued to perform well this week, showing resilience amidst the disruptions.

Ping An CSI Artificial Intelligence ETF

ChinaAMC SZSE ChiNext Artificial Intelligence ETF

Roundhill Generative AI & Tech ETF

ARK Autonomous Tech & Robotics ETF

ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF

AI stocks facing disruption concerns; top-performing ones from last year pulling back. Market shift evident.

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Author of viral 'Something Big is Coming' essay says AI helped him write it — and that proves his point

businessinsider

EFUND AI

Author of viral 'Something Big is Coming' essay says AI helped him write it — and that proves his point

A GX AI TECH(03006.HK)

The 2026 DAC, Chips to Systems Conference, Comes to Long Beach for the First Time with Record Growth as AI Reshapes Chip and System Design

Cryptopolitan Report: 38% of Our Readers Have Never Used an AI Agent. Here’s What That Tells Us About Where Adoption Actually Stands

What AI Bubble? Why JPMorgan Says AI Stocks Have Momentum Back.

Hong Kong Web3 Carnival: A watershed moment for Web3 as it enters the implementation phase

Grant Thornton survey: A widening ‘AI proof gap’ is emerging, but well-governed AI is showing results

Drones – The Booming "Physical AI", Rare Earths Still Key

The ‘CV trap’: Why Singapore must hire for potential, not pedigree

Positive factors boost confidence in the A-share market opening, with two main lines of allocation value being favored

AI stocks facing disruption concerns; top-performing ones from last year pulling back. Market shift evident.

Author of viral 'Something Big is Coming' essay says AI helped him write it — and that proves his point