If there's anything we've learned about President Trump's economic strategy, it's that even after he announces a deal, the deal's terms often continue to shift. So, I asked Jojo to walk us through what we know and what we don't yet know about the agreement the federal government has made with two major US chip manufacturers, Nvidia and AMD. What the president has told the American people is uh he cut a deal with AMD and Nvidia.You know, the president said, "Listen, these two companies have agreed with me uh ...

We're back. The chip sector trading at a record high lately as another important earnings report looms. ...

Market Access & Revenue - Nvidia's Q1 sales to China reached over $45 billion [3] - China accounts for approximately 13-14% of Nvidia's revenue and over 20% of AMD's revenue [5] - Continued revenue from China is crucial for Nvidia and AMD [5] Regulatory & Geopolitical Impact - Initial tariffs were too broad, requiring a more precise approach to target core components aiding the Chinese military or advanced chip development [2] - A 15% profit sharing agreement (potentially a tax or revenue share) will increase chip costs [3][4] - The agreement aims to ensure American leadership in the chip industry and prevent enabling Chinese competitors [4] Strategic Implications - The 15% revenue share could fund further American research and development to maintain chip leadership [3] - The Trump administration could use the 15% revenue share to bolster American innovation and domestic chip building efforts [7] - The agreement represents a transactional, pragmatic approach that prioritizes business without compromising American national security interests [8][9] Innovation & Competition - The US should avoid supplying China with its highest-end chips [6] - The US needs to ensure that money from chip sales to China is reinvested into driving American chip innovation [6] - The agreement provides a blueprint for creative solutions in a complex geopolitical environment [9]

All right, why don't we start off with your word of the day. Now, this one's interesting. Anchored. What's anchored. Anchored.We're anchoring the market to earnings right now. I think we have a lot of noise, right. But when we get to earning season, especially out of the big dogs, this is where we see if we're going to continue a trend higher or we got some shaky ground.All right. What do you make of what some people are calling froth in the market. Um, it looks like it might be the the, you know, the reeme ...

Taiwan Billionaire Tsai’s Cathay Venture Joins $152 Million Round In French AI Chip Startup SiPearl https://t.co/VnZFdzyiZf ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, investments, acquisitions, earnings reports, and stock unlockings [1] - It emphasizes the need for investors to identify potential investment hotspots and to guard against various black swan events by having ample time to analyze and select suitable listed companies [1] Group 2 - A company with deep technical reserves in digital currency is mentioned, indicating its strong position in the digital currency and blockchain sectors [1] - Another company is noted for its stable supply relationships with mainstream PCB manufacturers, linking it to the PCB concept, chips, photoresist, and photovoltaics [1] - A company is highlighted for its cash acquisition of semiconductor equity, connecting it to chips, synthetic biology, hydrogen energy, and energy storage [1]

Group 1: AI Technology Impact - Artificial intelligence (AI) is expected to be the most impactful new technology since the internet, with the AI revolution still in its early stages [1] - Companies heavily exposed to AI have been top market performers, contributing to major index highs, with long-term investment opportunities still available [2] Group 2: Nvidia's Market Position - Nvidia has become the world's most valuable company, surpassing Microsoft and Apple, and is expected to maintain this position in the next five years [4] - Nvidia's revenue grew by 69% year-over-year in Q1 of fiscal 2026, with a forecasted 50% increase for the next quarter, and gross margins at 71.3% [5] - The demand for Nvidia's products is driven by partnerships with major AI companies and a significant increase in data center revenue, which rose 73% year-over-year in Q1 [6][7] Group 3: Nvidia's Product Development - Nvidia is continuously launching new chips to meet rising demand, with its GPUs being integrated into 100 AI-focused data centers, doubling from the previous year [8][9] - The company is introducing Blackwell Ultra, a more powerful tool for AI reasoning, indicating a strong growth trajectory for this segment [9] Group 4: Amazon's AI Opportunities - Amazon, as a leading cloud infrastructure provider, is positioned to benefit significantly from the AI revolution, particularly through its Amazon Web Services (AWS) [10] - AI-related sales in AWS are expected to drive strong earnings growth, while AI integration in digital advertising will enhance targeting and demand [11] - The potential for AI and robotics to automate warehouse operations could significantly reduce operating expenses in Amazon's e-commerce business, unlocking billions in net income [13][14]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday regarding significant stock market events, including suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and preventing black swan events [1] - The company is currently laying out products related to solid-state batteries, indicating a strategic focus on this emerging technology [1] - The company provides information services such as CIPS and digital currency bridges to numerous banks, showcasing its involvement in digital currency, military applications, cross-border payments, cloud computing, blockchain, and low-altitude economy [1] - The company plans to restructure and acquire a computing power enterprise, indicating its expansion into cross-border e-commerce, computing power, and AI glasses [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market events such as suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers [1] - It emphasizes the role of these announcements in helping investors identify potential investment hotspots and avoid black swan events, providing ample time for analysis and selection of suitable listed companies [1] Group 2 - A company is noted for delivering semi-solid battery assembly lines and manufacturing robots for leading domestic robotics firms, indicating a strong order backlog [1] - Another company has completed upgrades for its entire line of cryptographic products to enhance quantum resistance, positioning itself in digital currency, cloud computing, blockchain, national defense, military industry, chips, drones, and quantum technology [1] - A third company has achieved preliminary success in promoting its edge AI products, focusing on AI glasses, domestic chips, computing power, and robotics [1]

Group 1: AI Revolution and Market Trends - The AI revolution is confirmed to be ongoing, with significant capital expenditure programs from companies like Microsoft and Meta focusing on AI infrastructure [1] - Technology stocks with an AI focus that experienced a sell-off in early April have shown a strong recovery [1] Group 2: Investment Opportunities in AI ETFs - Investors may consider exchange-traded funds (ETFs) as a way to gain exposure to AI, which can mitigate risks associated with individual stock ownership [2] - Three ETFs are highlighted, each approaching AI from different angles, allowing for diversified investment in the AI sector [2] Group 3: Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) - The Global X Robotics & Artificial Intelligence ETF focuses on companies embedding AI into the physical world, particularly in industrial and healthcare applications [3] - Top holdings include NVIDIA and Intuitive Surgical, each with over 8% weight in the fund [4] - The BOTZ ETF has recovered most of its losses from early April and is nearing its 200-day simple moving average [5] Group 4: Global X Data Center & Digital Infrastructure ETF (DTCR) - The Global X Data Center & Digital Infrastructure ETF focuses on AI infrastructure, with over 50% of its exposure in real estate investment trusts (REITs) [7][8] - The fund has approximately $230 million in assets under management and a low expense ratio of 0.50% [8] Group 5: Roundhill Generative AI & Technology ETF (CHAT) - The Roundhill Generative AI & Technology ETF targets companies in the generative AI space, featuring major technology names and a focus on software [10] - This fund is the youngest of the three, launched in 2023, and uses a proprietary methodology for company selection [11] - The expense ratio for this actively managed fund is around 0.75% [11]