Core Insights - The article discusses two exchange-traded funds (ETFs) that provide exposure to artificial intelligence (AI) stocks, appealing to investors who prefer not to select individual stocks [1][2][3]. ETF Overview - ETFs are investment funds that trade like stocks and typically hold a diverse range of stocks, often tracking an index or focusing on a specific theme, such as AI [2]. - The two highlighted ETFs are designed to capitalize on the growth of AI technology by investing in a broad range of AI-related companies [3]. Dan Ives Wedbush AI Revolution ETF - Launched by tech analyst Dan Ives, this ETF tracks 30 top AI stocks and is actively managed, with Ives selecting the stocks [5]. - The ETF's current price is $32.37, with a year-to-date increase of 27% since its launch in June [6][8]. - Major holdings include Nvidia, Tesla, Microsoft, Amazon, and Meta Platforms, which collectively represent about 25% of the fund [7][8]. - The fund has an expense ratio of 0.75%, which is considered high for an ETF [8]. Global X Artificial Intelligence & Technology ETF - This ETF offers a broader diversification with 86 holdings and aims to invest in companies benefiting from AI technology [9]. - The current price is $51.45, with a year-to-date increase of 31%, outperforming the S&P 500 [10][11]. - Top holdings include Alphabet, Samsung, Tesla, Advanced Micro Devices, and Apple, with approximately 70% of holdings in the information technology sector [10]. - The expense ratio for this ETF is 0.68%, also on the higher side [11]. Market Outlook - Despite concerns about a potential bubble in AI stocks, the core stocks in these ETFs are showing strong growth and reasonable valuations, with AIQ having a price-to-earnings ratio of 32 [12]. - The growth potential for AI companies remains strong as more software firms launch AI tools, indicating a favorable outlook heading into 2026 [13]. - Both ETFs are positioned to outperform the market, making them attractive options for investors looking to capitalize on the AI boom [13].

Stocks stocks closed higher on Wednesday, as the Dow Industrials and S&P 500 registered record closing highs in a broad rally during a holiday-shortened session.The blue-chip Dow rose 288.75 points, or 0.60%, to 48,731.16. The S&P 500 gained 0.3% to end at 6,932.05 points, while the Nasdaq climbed 0.2%.Indexes have been climbing in recent days, buoyed in part by a rebound in AI-related names after last week’s selloff that was triggered by concerns about inflated valuations and high capital expenditures dent ...

There is ample evidence suggesting that TSMC's growth could accelerate next year. For instance, TSMC's production capacity of the advanced 2-nanometer (nm) node that will go into production in 2026 is anticipated to double. What's more, TSMC has reportedly sold out its entire 2nm production capacity for 2026.The chips fabricated by TSMC for customers such as Nvidia (NASDAQ: NVDA), AMD , Apple , Broadcom , Qualcomm , and others, go into all the verticals of the semiconductor industry. This is why the company ...

Intel ( NASDAQ: INTC ) has experienced a dramatic shift in fortunes over the past year. ...

Nvidia stock (NASDAQ: NVDA) tumbled nearly 1% on Wednesday after reports surfaced that the AI chipmaker has paused testing of Intel's ambitious 18A manufacturing process. The move marks a significant ... ...

Technical Analysis - Nvidia (NVDA) has reached a key level of support and recently overtook the 50-day moving average, indicating a short-term bullish trend [1] - The 50-day simple moving average is a significant technical indicator for determining support or resistance levels [1] Stock Performance - Shares of NVDA have increased by 6.4% over the past four weeks [2] - The company holds a Zacks Rank 2 (Buy), suggesting potential for continued stock price growth [2] Earnings Estimates - There have been 15 positive earnings estimate revisions for NVDA, with none being lowered for the current fiscal year [2] - The consensus earnings estimate for NVDA has also increased, strengthening the bullish outlook [2] Investment Outlook - Investors are encouraged to monitor NVDA for potential gains due to its key technical level and favorable earnings estimate revisions [3]

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said Exxon Mobil Corporation (NYSE:XOM) is breaking out.On Dec. 9, ExxonMobil updated its corporate plan through 2030, raising its outlook for earnings and cash flow growth by $5 billion each compared to its previous forecast. The company now expects to deliver $25 billion in earnings growth and $35 billion in cash flow growth by 2030 (relative to 2024 levels), all while maintaining flat capital spendin ...

12月24日，一则消息引发广泛关注：英伟达已告知中国客户，计划于2026年2月中旬（农历春节前）交 付AI芯片H200。 回顾过去三年，英伟达对中国市场的供应策略可谓步步退让。 2022年9月，美国首次禁止A100/H100对华出口，英伟达迅速推出"阉割版"A800/H800以维持中国市场营 收；2023年10月，美方再度收紧管制，连A800/H800也被列入禁售清单。同年12月，英伟达推出进一步 降标准的L20和H20芯片，但因性能缩水严重（H20算力约为H100的1/3）、价格却高达一半，被一些业 内人士怒斥为"智商税"。 彼时，中国市场几乎陷入"无高端GPU可用"的困境。尽管非官方渠道可能仍有少量H100/A100流入，但 价格翻倍、供应不稳，难以支撑大规模智算中心建设。与此同时，国家互联网信息办公室于2025年7月 底就H20芯片"漏洞后门安全风险"约谈英伟达，释放出对"特供版"安全性的高度警惕。 在此背景下，此时H200的回归显得颇为微妙。据蓉和半导体咨询CEO吴梓豪透露，基于性能密度 （TPP）来看，H200的算力值为15832，大约是H20的6.7倍。一方面，它确实填补了市场空白，可满足 大模型 ...

Although semiconductor juggernaut Nvidia Corp. (NASDAQ:NVDA) has become practically synonymous with the dramatic rise in artificial intelligence, the tremendous success also serves as a point of caution. True, NVDA stock has skyrocketed in recent years on the back of its graphics processors, which power the latest AI workloads. At the same time, the market's non-linearity imposes corrective spells when fundamentals get out of sync.At first glance, circumstances appear rather auspicious for NVDA stock. Since ...

Core Viewpoint - Nvidia Corp. has shown significant stock performance improvement, with a 5.2% increase in the past week and a 30.2% rise over the last six months, driven by new chip shipments to China and a $1.5 billion investment in Israel [1][2]. Financial Performance - Nvidia's third-quarter revenue reached a record $57.01 billion, with $51.2 billion coming from the data center division, marking a 66% year-over-year increase [9]. - The company has projected fiscal third-quarter revenue of $65 billion, exceeding analysts' expectations [11]. - Nvidia's capital expenditures surged over 200% this year to more than $3 billion to meet demand [9]. Market Dynamics - The AI market is expected to grow at a 37% CAGR through 2030, supporting Nvidia's revenue forecast of $170 billion for fiscal 2026, a 30% increase from $130.5 billion in 2025 [8]. - Nvidia's automotive segment also saw a 32% year-over-year increase to $592 million, driven by partnerships with Toyota and Aurora Innovation [11]. Strategic Developments - Nvidia plans to supply over 260,000 advanced GPUs to South Korean firms, indicating strong international demand [7]. - The company is investing in U.S. AI infrastructure, supported by a $165 billion expansion from Taiwan Semiconductor Manufacturing [6]. Analyst Sentiment - Of 64 analysts covering Nvidia, 60 recommend buying shares, with a consensus one-year price target of $253.02, indicating over 38% upside potential from current prices [13]. - Citigroup, J.P. Morgan, and Morgan Stanley maintain their Buy-equivalent ratings, citing strong demand and revenue growth [14]. Risks and Challenges - Ongoing U.S.-China trade restrictions and tariffs pose risks to Nvidia's supply chain and profitability, with potential revenue impacts estimated at $9 billion due to export controls [4][10]. - Competition from Huawei's Ascend chips and other market pressures could affect margins, although Nvidia has raised prices on its GPUs to mitigate these effects [5].