Core Insights - Emerald Wealth Partners reported a +3.1% (gross) and +3.0% (net) return for its Growth Equity Strategy in Q4 2025, contributing to a year-to-date return of 16.7% (gross) and +16.0% (net) [1] - Concerns about a potential bubble in AI markets and the impact of President Trump's trade policies were significant challenges in 2025 [1] Company Performance - NVIDIA Corporation (NASDAQ:NVDA) closed at $183.22 per share on March 16, 2026, with a one-month return of -0.95% and a 52-week gain of 58.73% [2] - NVIDIA reported $68 billion in revenues for the fourth quarter of fiscal 2026, reflecting a 73% year-over-year growth [4] Investment Strategy - The Growth Equity Strategy reduced its underweight position in NVIDIA due to the essential role of its GPUs in AI data centers, while still favoring Broadcom for its ASIC chips [3] - The number of hedge funds holding NVIDIA increased from 234 to 264 in the fourth quarter, indicating growing interest [4]

U.S. stock futures are showing signs of caution on Tuesday, March 17th, 2026, as investors balance a significant rebound in tech shares against a renewed spike in global energy prices and the start of a critical Federal Reserve policy meeting. While the major indexes posted their best performance in weeks during Monday’s session, the early morning momentum has cooled as geopolitical risks in the Middle East continue to dominate the narrative.Premarket Activity and Index PerformanceAs of 7:30 AM ET, futures ...

I just want to remind you this is a tech conference. [screaming] >> I've shown you guys this before. It's just super heavy. It seems to get heavier every year because I think there's just more cables in there every year. We attract future customers starting long before you could afford to pay for it yourself. Your parents paid. Your parents paid. I I couldn't decide whether to show you more or show you less. And so I I made it so that you couldn't see any. So we're going to go through this schematic for the ...

I just want to remind you this is a tech conference. [screaming] >> I've shown you guys this before. It's just super heavy. It seems to get heavier every year because I think there's just more cables in there every year. We attract future customers starting long before you could afford to pay for it yourself. Your parents paid. Your parents paid. I I couldn't decide whether to show you more or show you less. And so I I made it so that you couldn't see any. So we're going to go through this schematic for the ...

This isn't just a supplier relationship. It's a platform strategy.The Anti-Tesla Stack Is Taking ShapeAt the center is Nvidia's DRIVE Hyperion platform—a standardized hardware and software stack that multiple automakers can build on.That's a fundamentally different model from Tesla's vertically integrated approach. While Tesla controls everything from chips to software to fleet, Nvidia is enabling an open ecosystem where dozens of players can scale simultaneously.And that scale matters.Instead of one compan ...

Last week was the best week so far for neocloud company Nebius Group N.V. ( NBIS ), with shares riding the news of Nvidia’s ( NVDA ) $2B investment in the European neocloud.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable En ...

Join me now to discuss the latest retail investor activity. We want to welcome in our next guest. That's Caleb Silver, editor and chief of Investopedia.Caleb, good to see you. >> Good to be with you. Happy St.Patrick. >> Happy St. Patrick's Day.All right, let's talk Nvidia GTC. Um, we had Jensen Wong's keynote uh yesterday talking about a trillion dollars in demand through 2027 rolling out NextG Reuben platforms from a retail investor perspective because you always have key insight there. What are some of y ...

国产液冷服务器领域，传出利好消息！ 二级市场上，英维克是一只大牛股，近一年时间，该公司股价暴涨超4倍。具体来看，英维克股价去年4月最低 触及21.51元/股，随后持续反弹，去年底最高触及117.30元/股，其间涨幅超过445%。2026年以来，英维克股价 一直维持高位震荡，最近几个交易日有所调整。 一则利好传闻 据路透社报道，知情人士透露，Alphabet旗下谷歌正与英维克及其他中国公司就采购数据中心液冷设备进行洽 谈。此前，谷歌的一支采购团队曾到访中国。 报道称，随着高密度计算产生的热量远超传统风冷系统承受范围，液冷系统（通过在设备表面或周围循环水或 其他液体降温）已成为AI数据中心的关键配置。 据报道，消息人士称，谷歌团队在京期间已与英维克会面。另一位独立信源表示，该团队还计划至少再会晤一 家企业。中国供应商在全球数据中心发展过程中的影响力，正在持续扩大。 二级市场方面，去年4月9日至今年3月11日期间，通达信液冷服务器指数涨幅超过100%。其间，英维克涨幅超 过330%，科创新源、苏州天脉、飞龙股份等涨超250%。 最近几个交易日，液冷服务器概念股有所调整。3月17日，通达信液冷服务器指数跌幅超过3%， ...

Core Insights - Uber is expanding its partnership with Nvidia to launch a fleet of robotaxis powered by Nvidia's software, with plans to start in Los Angeles and San Francisco in the first half of next year [1][2][4] - The initiative aims to grow to 28 cities globally by 2028, an increase from the previous target of 15 markets by the end of 2026 [5] - Nvidia's Drive Hyperion platform will be utilized for the robotaxis, which also integrates AI technology [4][6] Company Developments - Uber's stock rose over 3% following the announcement of the Nvidia partnership, reflecting positive investor sentiment [4] - The company has recently formed additional partnerships with Zoox, Hyundai's Motional, Nissan, and Wayve to enhance its robotaxi offerings [6][7] - Uber's strategy focuses on collaborating with various autonomous vehicle developers to strengthen its market position [7][8] Market Context - The announcement comes amid increasing competition in the robotaxi space, particularly from companies like Waymo and Tesla [7] - Analysts suggest that Uber and Lyft's diversified partnerships with AV suppliers may provide a competitive edge in the evolving market [8]

Core Insights - NVIDIA is making a significant move into the inference chip market with the introduction of the Groq 3 LPU, as announced by CEO Jensen Huang at GTC 2026 [1] - The AI industry is shifting focus from model training to inference, with NVIDIA aiming to capture this market opportunity [1][6] - By the end of 2027, NVIDIA's Blackwell and Rubin product lines are projected to generate annual revenues of $1 trillion, doubling previous forecasts [1] Group 1: Product Launch and Features - NVIDIA has officially launched the Vera Rubin platform, which includes seven chips, such as Rubin GPU, Vera CPU, and the new Groq 3 LPU, designed to enhance AI inference capabilities [2] - The Groq LPU is expected to increase token throughput from 100 tokens per second to over 1500 tokens, supporting interactive AI agent scenarios [2] - A new rack, Groq LPX, has been introduced to accommodate the Groq accelerator, enhancing decoding performance for AI models [2] Group 2: Market Trends and Strategic Positioning - NVIDIA's interest in the inference chip market has been long-standing, highlighted by its $20 billion acquisition of Groq's core technology assets in December 2025 [3] - The market share of non-GPGPU chips in AI servers is expected to rise from 36% in 2024 to 45% by 2027, while GPGPU chip share will decline from 64% to 55% [3] - The shift in AI computing demand from training to inference is a strategic response by NVIDIA to market changes and competitive pressures [3][8] Group 3: Ecosystem and Infrastructure Development - NVIDIA is addressing the growing demand for inference with new initiatives, including a partnership with OpenAI for specialized inference chips [4] - The company has introduced the Vera Rubin DSX AI Factory reference design, which outlines how to build and operate AI factory infrastructure for optimal performance [7] - NVIDIA's advancements in AI infrastructure aim to maximize productivity and energy efficiency in generating AI tokens [7] Group 4: Competitive Landscape and Future Outlook - The introduction of the LPU does not imply a decline in NVIDIA's GPU business; rather, it is expected to create broader market opportunities through synergy [7] - The ASIC market is becoming increasingly competitive, with several challengers emerging, including Cerebras and Chinese companies like Cambricon and Huawei [8] - The entry of NVIDIA into the inference chip sector is seen as both a challenge and a catalyst for domestic manufacturers, potentially accelerating industry reshuffling and technological upgrades [8]