Market Overview - The S&P 500 has experienced three consecutive weeks of losses, influenced by ongoing geopolitical tensions in Iran [1] - The upcoming week will feature Nvidia's AI conference, which is expected to address current market concerns regarding AI disruptions and valuations [2] Company Earnings Reports - Lululemon is set to report on Tuesday, focusing on its turnaround plan [3] - Micron will report on Wednesday, entering the earnings season with a strong position due to tightening supplies and rising prices, leading to increased bullish sentiment among analysts [3] - Other companies reporting include Carnival, FedEx, Dollar Tree, Darden, Ollo, and Macy's, providing insights into consumer behavior and the broader economy [3] Chinese Tech Sector - Reports from Alibaba and Tencent are anticipated, with recent optimism surrounding these companies following a challenging start to the year [4] - Tencent recently experienced its best trading day in a year, driven by positive sentiment regarding AI developments [5] Economic Indicators - Key economic updates will be released, including producer prices, pending home sales, and new home sales in the US [6] - Central bank meetings are scheduled, including significant rate decisions from the Fed, BOE, ECB, BOJ, and Australia, with a focus on their language and potential hawkish tone due to global economic pressures [5][6]

The State Street Technology Select Sector SPDR ETF (XLK 0.82%) and the Vanguard Information Technology ETF (VGT 0.89%) are both designed to give investors exposure to the U.S. technology sector, tracking similar slices of the market.This comparison examines their costs, performance, risk, and portfolio makeup to help clarify which ETF may appeal to you based on your priorities.Snapshot (cost & size)MetricXLKVGTIssuerSPDRVanguardExpense ratio0.08%0.09%1-yr return (as of March 13, 2026)29.58%28.70%Dividend yi ...

In this articleNVDANvidia showed CNBC its latest Vera CPU at its Santa Clara, California, headquarters on Feb. 13, 2026.Marc Ganley | CNBCNvidia's graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence has brought on a renaissance for its more modest host chip, the central processing unit. Now, Nvidia is poised to unveil new details about its agentic-optimized CPUs at its annual GTC conference that kicks off on Monday, with a CPU-onl ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500's oversold bounce could not hold on Friday, and the early gains were erased. The reason was oil, which was lower for most of the morning but reversed by the afternoon. U.S. benchmark WTI crude traded as high as $98 a barrel Friday, before retreating a bit. Global oil standard Brent crude traded north of $100 a barrel. Some e ...

Core Viewpoint - Himax Technologies (HIMX) shares are experiencing a significant increase due to reports indicating the company is manufacturing essential optical components for Nvidia's AI data center initiatives and potentially supplying Apple with components for new smart glasses [1] Group 1: Company Developments - A report by Hunterbrook suggests that Himax is emerging as a critical supplier for major technology companies, specifically Nvidia and Apple, despite being perceived as a commoditized component supplier by investors [1] - The report highlights that the two unnamed customers of Himax are likely to be Nvidia and Apple, reinforcing the company's strategic importance in the tech supply chain [1] Group 2: Market Reaction - Following the news, Himax shares surged over 16%, reaching a price of $10.63 during afternoon trading [1]

For those of you who thought that the AI boom was mostly about NVIDIA Corporation ( NVDA ), a timely article penned by CEO Jensen HuangJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently ...

For those of you who thought that the AI boom was mostly about NVIDIA Corporation ( NVDA ), a timely article penned by CEO Jensen HuangJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently ...

Stocks tied to artificial intelligence (AI) infrastructure remain one of the hottest areas of the market, even after three years of outsized gains. With the five largest hyperscalers alone set to spend a combined $700 billion-plus this year on AI data centers, this already huge (yet still growing) market shows little sign of slowing. Two of the companies best positioned to benefit from this surge are Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). However, the question is which stock looks like the be ...

Midday Market Momentum and Trading PatternsAs of midday on Friday, March 13, 2026, the U.S. stock market is exhibiting a stark divergence between technology-heavy growth sectors and the broader industrial economy. The morning session was characterized by an explosive start for tech stocks, driven by monumental earnings results from the semiconductor sector, which briefly propelled the major indexes to new intraday records. However, as the lunch hour approaches, market momentum has become more fragmented.The ...

Ready to turn your data into real AI advantage. Join us at DDN's AI Data Summit on Monday, March 16th. Join our executives, partners, and customers as they share the latest innovations and real world success stories.Then see those results in motion at GTC Park for driving AI breakthroughs. It's the AI factory on wheels experience from DDN, Super Micro, and Nvidia. See how turnkey AI infrastructure is built for GPU efficiency and real ROI.Now, the real question is, are you up for the challenge. Step up to th ...