ISHRS Rus Top 200 Growth

Tesla FSD Approved in Lithuania, Second European Country Allowing Use on Public Roads

Eli Lilly Acquires Engage Bio to Accelerate Non-Viral Gene Drug Development

Tesla Updates Canada Model 3 Acceleration Data, Angering Buyers

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

Paul Tudor Jones Increases Tesla Stake by 9 Times

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

OpenAI Invests $234M in Singapore to Build First Overseas AI Lab, Google Deepens Cooperation

Bezos: AI will solve various problems including building permit approvals

CDD and Eli Lilly Collaborate to Integrate TuneLab AI Platform into CDD Vault

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Thales and Google Cloud Sign Deal to Launch Independent European Cloud Solution in Germany

Wells Fargo Lowers Meta Price Target to $765 from $770

Wells Fargo Raises Alphabet Price Target to $435

Wells Fargo Lowers Amazon Price Target to $312 from $313

OpenAI and Google Partner to Launch Dual-Track Technology for Enhanced AI Image Provenance Detection

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

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

OPTIMI HEALTH CORP

Silexion Therapeutics

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

GCL Global

Arcadia Biosciences

Jupiter Neurosciences

NVDA

NVDL

NVDU

SOXL

NVDX

FTXL

Markets found some stability during the US afternoon session with semis reversing back into the green, only to fade later into the close, but are accelerating in the overnight session with NVDA tonight clearly the main event of the week and should anchor the session as long as rates are mildly stable.Oil Impact

- Markets showed initial stability in the US afternoon session, with semiconductor stocks briefly recovering before declining again.  
- The overnight session has seen an acceleration, particularly influenced by NVIDIA's performance, which is expected to be the week's focal point amid stable interest rates.  
- Oil market developments also play a significant role in overall market dynamics.

ZeroHedge

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Semicon Bull 3X

T-Rex 2X Long NVIDIA Daily Target ETF

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

VanEck Semiconductor ETF

Goldman Sachs

GS Hldg R

NVIDIA Corporation

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

IGPT

SOXX

NVDY

Nvidia has received U.S. approval to sell H200 chips to 10 Chinese companies, but faces challenges due to China's strict oversight. The Chinese government is promoting domestic suppliers and potentially more favorable foreign partners like AMD, impacting Nvidia's market share in the $50 billion AI chip sector, which has declined due to export controls.

- Nvidia has received U.S. approval to sell H200 chips to 10 Chinese firms, but regulatory oversight from Beijing restricts their actual access.  
- Meanwhile, China is redirecting its AI demand towards domestic suppliers and more aligned foreign companies such as AMD.  
- The AI chip market in China, worth approximately $50 billion, has seen Nvidia's market share decline significantly due to export controls.

Invesco AI and Next Gen Software ETF

Invesco PHLX Semiconductor ETF

iShares Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia wins China chip nod but faces new roadblocks

Nvidia CEO Jensen Huang stated that workers are more likely to lose jobs to those who can effectively use AI rather than to AI itself. During a panel discussion, he emphasized that AI can automate tasks but does not eliminate jobs. He encouraged workers to learn AI tools as adoption increases across industries. Huang also noted that AI has transformed fields like radiology, leading to more job opportunities rather than fewer. Rep. Ro Khanna highlighted the need for workers to have ownership and bargaining rights amid technological changes.

- Jensen Huang, CEO of Nvidia, stated that workers are more likely to be displaced by those skilled in using AI rather than by AI itself.  
- He emphasized that AI can automate tasks but does not necessarily eliminate jobs, as evidenced by the increasing use of AI in fields like radiology, which has led to more employment rather than less.  
- Huang encouraged workers to become proficient in AI tools as the technology becomes integral across various industries.

benzinga_article

Spdr Select Tech

Tesla

Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

AAPL

Google is introducing a new feature called 'Continue On' for Android, similar to Apple's Handoff. This feature allows users to transfer tasks from their Android phone to a compatible tablet. Initially, it will only support moving tasks from phone to tablet, with plans for bidirectional support in the future. Users will see a 'Continue On' icon on their tablet, suggesting recently used apps from their phone.

- Google is introducing a new feature called "Continue On" that enables users to move tasks from an Android phone to a compatible tablet.  
- At launch, this feature only supports transferring tasks from phone to tablet, with plans for bidirectional support in the future.  
- The "Continue On" icon will appear on Android tablets, suggesting the most recently used apps from the phone, allowing users to quickly access documents and emails.

The Verge

Apple

Alphabet

Alphabet - C

Android 17 is getting its own version of Apple’s Handoff

AMZN

Amazon has announced two water return projects in Germany, aiming to return over 370 million liters of water annually. The initiatives include a leak detection system in Frankfurt and a wetland restoration project in Spessartwald. Collaborating with Shayp and EcoTree, these projects enhance water resilience at Amazon's data center locations. The leak detection initiative will install IoT technology in 500 buildings, while the wetland project will create new habitats and improve groundwater replenishment. These efforts align with Amazon's goal to return more water to communities than it consumes by 2030.

- Amazon has announced two water retention projects in Germany: a leak detection initiative in Frankfurt and a wetland restoration project in Spessartwald.  
- These initiatives aim to return over 370 million liters of water annually, enhancing water resilience at Amazon's data center locations.  
- Collaborating with Shayp and EcoTree, Amazon addresses urban water loss and ecological restoration, supporting its goal to return more water to communities than it consumes by 2030.

Press Releases

Amazon

Wassermanagement: AWS führt in Deutschland jährlich mehr als 370 Millionen Liter Wasser zurück

AVGO

AVGX

AVGG

AVGW

AVGU

Mesirow Financial Investment Management Inc. reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 31.4% in Q4, owning 145,219 shares after selling 66,414 shares. The stock represents 1.0% of its portfolio, valued at $50.26 million. Other institutional investors also adjusted their positions. Insider sales included 10,000 shares by Charlie B. Kawwas and 1,000 shares by Gayla J. Delly. Analysts remain bullish on AVGO, with various price target adjustments reflecting confidence in its AI-driven growth.

Market Beat

Broadcom

Defiance Daily Target 2X Long AVGO ETF

Leverage Shares 2X Long AVGO Daily ETF

Roundhill AVGO WeeklyPay ETF

GraniteShares 2x Long AVGO Daily ETF

Direxion Daily AVGO Bull 2X Shares

Broadcom Inc. $AVGO Stock Holdings Lowered by Mesirow Financial Investment Management Inc.

.IXIC

.DJI

US OvernightThe S&P 500 fell 0.67% to 7,353.61, the Nasdaq dropped 0.84% to 25,870.71, and the Dow shed 322.24 points (-0.65%) to 49,363.88 — the S&P's third straight losing session. The 30-year Treasury yield briefly topped 5.19%, its highest level in nearly 19 years, while the 10-year hit 4.687%, the highest since January 2025. The bond selloff was the dominant force: rising long-end yields are repricing risk assets across the board, and no sector was spared.

- The S&P 500, Nasdaq, and Dow experienced declines amid a bond selloff and rising Treasury yields, with the S&P facing its third straight losing session.  
- Key earnings reports and investor sentiment surrounding Nvidia's upcoming results are critical, especially in light of increasing long-end yields impacting growth stocks.  
- Expectations are high for Nvidia to deliver robust earnings, as a disappointing report could exacerbate market losses, particularly in the tech sector.

LB Select

NASDAQ Composite Index

Dow Jones Industrial Average

S&P 500

VG S&P 500

ProShares Ultra QQQ

GraniteShares 2x Short NVDA Daily ETF

First Trust NASDAQ-100 Equal Weighted

Invesco QQQ Trust

iShares Core S&P 500

Invesco Nasdaq 100 ETF

AXS 1.5X NVDA Bear Daily ETF

First Trust Index NextG ETF

SPDR S&P 500

SPDR Djia

Home Depot

Blackstone

Meta Platforms

Cisco

Boeing

FTSE Straits Times Index

SingTel

Venture

Target

Boeing Company

United Overseas Bank (UOB)

Singtel

SG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia Eve

This article analyzes Micron Technology's performance in the Semiconductors & Semiconductor Equipment industry, comparing it with competitors like NVIDIA and Broadcom. Micron shows favorable growth potential with a low Price to Earnings ratio and strong financial metrics, including a high Return on Equity and significant revenue growth. Its lower debt-to-equity ratio indicates a stronger financial position. Overall, Micron appears undervalued compared to peers, with robust profitability and market expansion.

- Micron Technology is a leading semiconductor firm that specializes in memory and storage chips, focusing on DRAM and NAND.  
- An analysis indicates that Micron's valuation ratios (P/E, P/B, P/S) are below industry averages, suggesting it may be undervalued while showing superior metrics in ROE, EBITDA, and revenue growth.  
- Compared to competitors, Micron also maintains a strong financial position with a lower debt-to-equity ratio, highlighting its favorable balance between debt and equity.

Micron Tech

Invesco Semiconductors ETF

GraniteShares 2x Long MU Daily ETF

Direxion Daily MU Bull 2X Shares

Texas Instruments

Qualcomm

Analog Devices

Marvell Tech

NXP Semiconductors

Monolithic Power

Microchip Tech

ON Semiconductor

Credo Tech

Tower Semicon

Macom Tech

First Solar

Microchip Tech Pref Shares MCHP 7.50 Perp 03/15/2028

Inquiry Into Micron Technology's Competitor Dynamics In Semiconductors & Semiconductor Equipment Industry

Nvidia anticipates record Q1 FY27 revenue of $78 billion, a 79% increase year-over-year, driven by AI datacenter demand. However, uncertainty surrounds sales in China due to U.S. approvals for H200 chip sales without deliveries, as Beijing promotes domestic alternatives. Analysts are divided on the outlook, with some optimistic about AI infrastructure growth and others cautioning against competition and geopolitical challenges.

- Nvidia projects Q1 FY27 revenue of $78 billion, representing a nearly 79% increase year over year, driven by strong demand in AI datacenters.  
- The U.S. has approved H200 chip sales to Chinese tech giants, but no deliveries have occurred due to China's focus on domestic alternatives.  
- Analysts are divided, with some predicting substantial growth from AI infrastructure expansion while others caution against competition in AI inference and geopolitical challenges.

Nvidia eyes blockbuster earnings as China chip sales remain uncertain

.NDX

The Nasdaq index fell as tech stocks, particularly semiconductor and megacap shares, declined due to rising yields and inflation worries. The 10-year Treasury yield reached its highest level in over a year, influenced by oil price increases amid Middle East tensions. Investors are closely watching Nvidia's upcoming earnings for insights on the sustainability of AI demand and semiconductor valuations.

- The Nasdaq experienced losses, primarily due to sell-offs in semiconductor and large-cap shares amid rising yields and inflation concerns.  
- The 10-year Treasury yield reached its highest levels in over a year, influenced by oil price spikes related to Middle East tensions.  
- Investors are closely monitoring Nvidia's upcoming earnings to assess if AI demand can maintain high semiconductor valuations.

NASDAQ-100

Proshares UltraPro QQQ

iShares Expanded Tech Software Sector ETF

NASDAQ slides as surging yields and oil rattle tech ahead of Nvidia earnings

ISHRS Rus Top 200 Growth(IWY.US)

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

Nvidia wins China chip nod but faces new roadblocks

Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

Android 17 is getting its own version of Apple’s Handoff

Wassermanagement: AWS führt in Deutschland jährlich mehr als 370 Millionen Liter Wasser zurück