NVIDIA Corporation (NVDA)

Hopefully Trump will buy 2 million shares

Not a good feeling to watch this go from $238 to most likely the $180 range.
Jensen has his work cut,out for him .
I believe July will be a much better month for NVDIA.

How low do we go ? This is not good

Sorry, I have to disagree with your analysis and prediction of doom for NVDA in 5-6 years. Btw, I entered NVDA 12/24/2009, earlier than jetmek apparently, at  a split adjusted share price of $0.43. I currently have 7550 shares of NVDA in a taxable account, and sold 50 shares awhile ago to retrieve our initial investment dollars. I have bought additional shares of NVDA and NVDL in both a taxable account and SEP-IRA when NVDA share price reached values slightly above $170/share.

The words “sustainability”, “return”, “cyclical” appear in your writings. You sound like a hedge-fund CEO with negative views. Most analysis I have seen dismisses those negative views. An example: In real life today, BB was featured on CNBC-TV. A dinosaur from the past, BB(BlackBerry), is returning to profitability. Why? It seems the hardware and software furnished by its QNX subsidiary has been incorporated in well over 250,000,000 automobiles—- the license fees last until the end of life of that car. The security features and entertainment value of the QNX product have not been duplicated yet, likely because of patent protection. Uber has ordered 35,000 Lucid autos for delivery to the Middle East. Driverless auto and taxi. The medical/ surgical device industry is also benefitting. Any device that must move accurately on the road, in the warehouse or in the operating room. Superior features are used and licensed, not litigated.

NVDA Stock 12 Month Forecast

** IMO the August EPS report will put new legs under NVDA !!

Analysts Forecast on 6/25/26 ---- 37 Analysts (36 buys, 1 hold, 0 sell).

$309.33
(59.27% Upside)

Based on 37 Wall Street analysts offering 12 month price targets for Nvidia in the last 3 months. The average price target is $309.33 with a high forecast of $500.00 and a low forecast of $250.00. The average price target represents a 59.27% change from the last price of $194.22.

@jetmek:

If you are confident that this is simply 'opinion,' I invite you to reconcile the 'Vendor Financing' and 'Round-Tripping' mechanisms detailed in the latest 10-K and 10-Q filings. Specifically, how do you explain the circular flow of capital where NVIDIA-backed VC funds and entities provide the liquidity that is immediately returned to NVIDIA via 'binding off-take agreements' for GPU hardware?

Most market participants are blinded by the top-line growth, ignoring that this liquidity is being recycled from within the company’s own balance sheet rather than from organic commercial software monetization. If you can provide a factual counter-argument to this specific accounting structure rather than simply pointing at a ticker, I would be happy to engage further. Otherwise, we are indeed talking about different realities.

I invite you to look at Note 14 in the latest 10-K, specifically the section on customer concentration. Most participants are ignoring that a massive portion of revenue is tied to a tiny handful of hyperscalers. When that capital expenditure cycle inevitably slows, the 'sustainability' of those margins looks very different.

I invite you to look at Note 13 in the latest 10-K, specifically regarding long-term purchase obligations. Investors are ignoring the massive 'take-or-pay' commitments Nvidia has made to foundries. If demand shifts, these aren't just numbers – they are hard liabilities that will crush free cash flow.

I invite you to look at Note 2 in the latest 10-K, specifically the accounting treatment for R&D and intangible asset amortization. The market assumes the current explosive growth in R&D is creating permanent value, but the footnotes tell a story of escalating costs that are being 'capitalized' in a way that suggests future margin pressure, not expansion.

etc. etc. etc. etc.

Besides showing you a snapshot of my portfolio showing how FAR FAR AHEAD I am on NVDA? There's no way to do it.

Your "analysis" is full of "what if's" and OPINION about NVDA metrics.

Like I said - you've been wrong about NVDA EVERY YEAR you've been on this board. This is not opinion but can be PROVEN by what has happened with NVDA and the record of its stock performance.

Time will tell but I'd bet real cash that you will continue to be just as wrong in the years ahead, as you have been in the past.

Unfortunately, no one can stop you from posting and blabbing out the fecal material you do. So go right ahead. Keep posting and letting everyone see just how wrong you are.

It's very entertaining.

Your comment has zero relevance to my analysis. It seems like you’re the one frustrated because your casino bets aren't playing out, so you’re venting here. Provide one single factual argument to disprove my analysis, and I will step down from this forum immediately.

NVDA did a 10:1 forward split on 6/10/24

The stock is not only Higher priced from that original post... but one would have 10 times the amount of shares.

Look, the FACT is that for over two years you have been saying that NVDA will do nothing but crater and you have been COMPLETELY WRONG.

Since you HAVE been completely wrong for such a LONG TIME, it's only fitting that someone looks at your "60 Month" prediction and call THAT as likely being WRONG ALSO.

You really have NO IDEA of what you are talking about and that becomes CRYSTAL CLEAR by looking at your past history here.

DEAL with it.

Markets Are Finally Facing a Reality CheckJune 25, 2026 9:18 AM
IH Market News Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence. Massive spending plans were celebrated, valuation concerns were brushed aside, and any weakness was viewed as a buying opportunity. That mood is now shifting. Technology and semiconductor stocks have led a broad sell-off across Asia, Europe and the United States. South Korea’s market came under heavy pressure, while major chipmakers such as Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD), Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) also moved sharply lower. SpaceX (NASDAQ:SPCX) extended a decline that has already erased a significant portion of its post-IPO gains. At the heart of the move is a growing question: will the enormous sums being invested in AI ultimately generate returns that justify current valuations? For months, markets have priced in an exceptionally optimistic scenario. AI would drive productivity, earnings would accelerate, consumers would remain resilient, and central banks would eventually lower interest rates. It was a compelling story, but one that left little room for disappointment. Now investors are demanding evidence rather than promises. The focus has shifted toward questions that should have been asked from the beginning. How quickly will AI investments translate into revenue? Will profits rise fast enough to support current valuations? And can spending continue at its current pace? At the same time, broader economic concerns are returning to the spotlight. Growth is slowing in some regions, consumers are becoming more selective, borrowing costs remain elevated and geopolitical uncertainty continues to cloud the outlook. Another issue is positioning. The AI trade became one of the most crowded themes in modern market history, with investors piling into many of the same technology names. Crowded trades tend to perform exceptionally well on the way up, but can unwind rapidly when sentiment changes. This does not necessarily signal a financial crisis or economic downturn. Rather, it reflects a reassessment of expectations. Markets are not just marking down technology stocks—they are marking down optimism. The strongest companies will ultimately be those that can convert AI spending into sustainable earnings growth and tangible returns. Investors are rediscovering a simple truth: technology can transform industries, but it does not eliminate the importance of profits, valuations and economic cycles. Markets are getting a cold shower. They probably needed one. Nvidia stock price Advanced Micro Devices stock price Intel stock price Micron Technology stock price SpaceX stock price The post Markets Are Finally Facing a Reality Check appeared first on US Editors. Original: Markets Are Finally Facing a Reality Check

You know, my friend, one can only smile at comments like this. When someone tries to put you on the 'pillory' because of a price from two years ago, they forget the most basic thing: the market isn't a casino where you get points for guessing colors; it’s a place where you analyze sustainability.

If someone were to reply to me like this, I would tell them something like this:

'Thanks for analyzing my post history. It’s always interesting to see how people view charts through a rearview mirror. While you see the price move from $87 to $236 as proof of my "mistake," I see the classic euphoria we’ve witnessed countless times in history—from the dot-com bubble to 2008.

My point was never to "guess" the exact date of a collapse, because the market can remain irrational much longer than we can remain solvent. The point is the business model. You see the stock price, I see a technological monopoly that is currently forcing its biggest clients—the very ones who built it—to desperately seek an exit.

Regarding those 60 months you mentioned:

The Law of Large Numbers and "In-house chips": All the big players (Amazon, Google, Meta, Microsoft) are under enormous cost pressure. NVIDIA is currently harvesting margins that are unsustainable in the long run because clients pay them only until they develop their own alternatives. Once their own solutions (ASICs) become mature enough—and the process is already well underway—that "embrace" will turn into a stranglehold.

Market Saturation: The infrastructure currently being built at a pace bordering on mania must eventually be paid for through profitable applications. If those applications don't deliver a Return on Investment (ROI) that justifies these chip prices, demand will fall like a brick. And we are already seeing questions raised—where is the real return?

Price vs. Value: NVDA could go to $500 if the market decides to print more money and pump it further, but that doesn't change the fact that the fundamentals are shifting. I am not betting against the company; I am betting on market cyclicity that most investors, blinded by the current growth, refuse to see.

See you in 60 months. I’ll likely still be here, analyzing footnotes and preserving capital, and you can remember this conversation then—not to see who was right, but to see if you have anything left of the "good money" you made on a wave that, by definition, must have a low tide

LOL. You REALLY haven't the slightest idea of what you are talking about. All people have to do is to look back at your posts right here on this board to see it:

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174001122

There will certainly be a bitter awakening, because I am convinced that a market shakeout in the industry will come. In this case, prices will fall like a stone into the abyss.

That was OVER TWO YEARS AGO. The stock price when you posted that was $87.84. SINCE then, the stock has never gone lower than that and instead reached up as high as $236/share. At the moment, the price is $110 HIGHER (ok, $109.95 higher). You've been CONSTANTLY warning about NVDA - and for those who simply just laughed at your dire predictions it has really made a lot of people some good money.

I've said it before. Even a broken clock is correct TWO times a day. But you can't even manage THAT. You've been wrong (so far) for YEARS!

Tell you what? If we're both still alive "66 months" from now, we'll see if you finally made a correct call. I have a feeling NVDA will be FAR FAR HIGHER then, that it is now.

60-Month Target Horizon (June 2031)
Target Price: $85.00 - $95.00

Rating: UNDERPERFORM

Justification: On a five-year horizon, the historical law of technology cycles will inevitably repeat. Artificial intelligence infrastructure (GPU compute capacity) will commoditize. Current gross margins near 75% are economically unsustainable in a free-market capitalistic economy; intensifying competition from advanced alternatives by AMD, Intel, and most critically, vertical integration by the customers themselves, will exert immense deflationary pressure on hardware pricing. NVIDIA will survive and remain an important anchor of the technology sector, but its top-line growth will normalize to single-digit historical averages, and gross margins will contract toward the semiconductor industry norm of 45%-50%. Consequently, the valuation will recalibrate around standardized P/E and EV/EBITDA multiples, implying a long-term price stabilization in the $85 to $95 range post-restructuring.
full analysis https://mirjanagarison.substack.com/p/beyond-the-golden-veil-of-euphoria

Prices of Nvidia’s Restricted AI Chips Surge on China’s Black Market Amid Export Crackdown (NVDA)June 24, 2026 6:55 AM
IH Market News The cost of Nvidia’s (NASDAQ:NVDA) restricted artificial intelligence chips has risen sharply on China’s black market during the past six months as tighter U.S. enforcement measures make it increasingly difficult to move advanced hardware into the country, according to a report from the Financial Times. Black Market Prices Climb as Supply Tightens Citing interviews with several Chinese chip traders, the Financial Times reported that Nvidia’s DGX B300 AI server now sells for more than 8 million yuan ($1.1 million), up from approximately 4 million yuan six months ago. The DGX B300 system contains eight Blackwell graphics processing units and carries a typical U.S. price tag of around $400,000. The substantial increase highlights growing demand for advanced AI computing hardware in China at a time when access to leading-edge U.S. technology remains heavily restricted. RTX 6000 Pro Also Sees Sharp Price Increase Another product affected by the tightening supply environment is Nvidia’s RTX 6000 Pro workstation chip, which is widely used by startups developing and deploying large language models. According to the report, the chip’s price has climbed from roughly 50,000 yuan at the beginning of the year to as much as 130,000 yuan in recent transactions. Both the RTX 6000 Pro and the DGX B300 are subject to U.S. export restrictions that prohibit their sale to customers in China under Washington’s semiconductor control measures. US Enforcement Efforts Intensify The rising prices come as U.S. authorities continue to strengthen efforts to prevent advanced AI hardware from reaching China through unauthorized channels. In March, U.S. prosecutors charged a co-founder of Supermicro, along with a Taiwan-based employee and a contractor, in connection with an alleged scheme to smuggle Nvidia AI servers to Chinese buyers. Authorities described the operation as involving approximately $2.5 billion worth of Nvidia AI systems, making it the largest U.S. law enforcement case to date involving the illegal export of advanced AI chips. Demand for Advanced AI Hardware Remains Strong Despite increasingly strict export controls, demand for Nvidia’s high-performance AI products remains robust among Chinese technology companies and AI developers. The widening gap between official pricing and black-market values underscores the continued appetite for advanced computing infrastructure needed to train and operate artificial intelligence models, even as access to the latest U.S.-designed chips becomes more constrained. Nvidia stock priceThe post Prices of Nvidia’s Restricted AI Chips Surge on China’s Black Market Amid Export Crackdown (NVDA) appeared first on US Editors. Original: Prices of Nvidia’s Restricted AI Chips Surge on China’s Black Market Amid Export Crackdown (NVDA)

Markets Look for Stability After Tech Sell-Off as AI Focus Remains Front and Centre: Dow Jones, S&P, Nasdaq, Wall Street FuturesJune 24, 2026 6:11 AM
IH Market News U.S. equity futures moved modestly higher on Wednesday, with investors attempting to regain confidence after a sharp decline in technology and semiconductor stocks. Market attention is increasingly turning to upcoming corporate results and developments in the artificial intelligence sector for guidance on future sentiment. At the same time, falling oil prices, easing geopolitical tensions and major index reshuffles are helping shape investor expectations across global markets. Futures Recover Following Technology Weakness Wall Street futures pointed to a firmer open after a difficult session for growth stocks. By 08:22 GMT, futures linked to the S&P 500 had gained 0.2%, while Nasdaq futures advanced 0.5%. Dow Jones futures underperformed, slipping 0.16%. Investor sentiment received support from stronger-than-expected business activity data and continued declines in crude oil prices, which have retreated towards levels seen before the recent tensions between the United States and Iran. The market’s focus is now shifting to results from Micron Technology (NASDAQ:MU), one of the largest producers of memory semiconductors globally. Given its exposure to data centres and AI infrastructure, the company is widely viewed as a key indicator of demand across the artificial intelligence ecosystem. Investors will be watching closely to determine whether AI-related spending remains strong enough to support current sector valuations after recent volatility. Nvidia Hardware Prices Surge in China Demand for advanced artificial intelligence hardware remains robust despite ongoing export restrictions. According to the Financial Times, Nvidia’s (NASDAQ:NVDA) DGX B300 systems are reportedly changing hands on China’s black market for more than 8 million yuan ($1.1 million), compared with approximately 4 million yuan six months ago. The servers incorporate eight Blackwell AI processors and have become increasingly difficult to obtain through official channels following tighter U.S. export controls. The sharp increase in prices highlights both the continued appetite for high-performance AI computing in China and Nvidia’s dominant position within the global AI infrastructure market. For investors, the development underscores the strength of underlying demand while also illustrating the geopolitical challenges facing the semiconductor industry. Meta Faces Growing Regulatory Attention Meta Platforms (NASDAQ:META) is reportedly under pressure from the Trump administration to voluntarily submit its artificial intelligence models for government review, according to The New York Times. The report states that Meta is currently the only major U.S. AI developer not participating in a federal AI assessment programme. The company launched its latest advanced model, Muse Spark, earlier this year. The request reflects Washington’s increasing involvement in the oversight of advanced AI technologies. Recent regulatory action involving Anthropic demonstrated the government’s willingness to intervene when national security concerns arise. For the broader technology sector, the development highlights how regulation is becoming an increasingly important factor influencing product launches, expansion strategies and future growth opportunities. Honeywell Aerospace Set to Join Major Indexes Honeywell Aerospace is preparing to enter both the S&P 100 and S&P 500 following its planned separation from Honeywell International (NASDAQ:HON). Once the transaction is completed on 29 June, the company will replace Honeywell in the S&P 100 and take the position currently held by Conagra Brands (NYSE:CAG) in the S&P 500. The announcement boosted when-issued shares of Honeywell Aerospace by more than 9% in after-hours trading as investors anticipated demand from passive investment funds that track the indexes. Index inclusion often generates buying activity because benchmark-tracking funds are required to purchase newly added constituents. Alphabet Added to the Dow Jones Industrial Average Alphabet (NASDAQ:GOOG) will join the Dow Jones Industrial Average later this month, replacing Verizon (NYSE:VZ) in one of the world’s most closely followed equity benchmarks. The change is scheduled to take effect on 29 June and marks the first adjustment to the index since Nvidia and Sherwin-Williams were added in 2024. The inclusion reflects Alphabet’s growing influence within the U.S. economy, particularly as artificial intelligence continues to play a larger role in driving corporate investment and earnings growth. Although the Dow contains only 30 companies, membership often increases investor visibility and can generate additional demand from index-linked investment products. Nvidia stock price Meta stock price Micron Technology stock price Honeywell stock price Conagra Brands stock price Alphabet stock price Verizon Communications stock priceThe post Markets Look for Stability After Tech Sell-Off as AI Focus Remains Front and Centre: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: Markets Look for Stability After Tech Sell-Off as AI Focus Remains Front and Centre: Dow Jones, S&P, Nasdaq, Wall Street Futures

Yep, this has become a rinse and repeat thing now for several months companies are making boat loads of money earnings reports are off the chart but yet every couple weeks we have one of these blowout down the market over nothing

Well it’s been three weeks now and the bi monthly concern about AI spending is back…..even when the hyper scalers are selling bonds to get more money for AI development. This worry exists when the sovereign spend is also going crazy. Just a continual excuse to drop chip stocks.

Most investors are buying NVIDIA shares based on media headlines and stock charts. WE opened their official 10-K filings and analyzed the fine print in the footnotes that everyone else ignores
https://www.linkedin.com/feed/update/urn:li:activity:7474741566482333698/

NVDA, dollar cost average

From digital traps and energy wars to the silent war against the "excess" human – a forensic breakdown of the coming market collapse.
Digital Illusion: Why Engineering Reality Is Crashing the "AI Future" Architects

We are living in an era where machine breakdowns are no longer fixed by deep mechanical knowledge, but by software patches. The stock market has become a casino where trillions of dollars are bet on "AI magic," while real industrial value is collapsing under the weight of its own complexity. This is not a critique of technology; this is forensics of a system that has forgotten how to repair things and has learned to charge for a subscription to failure.

more> https://www.linkedin.com/pulse/ai-mirage-why-system-building-dead-end-mirjana-garison-duvjf/

$NVDA $PLUG AI-data-center boom:

Nvidia GPUs ? require huge power

Data centers ? need new, clean, scalable energy sources

Plug Power ? wants to supply that energy

This is why investors sometimes link the two companies, even though they are not partners.

Yeah The Talking Heads say you get money when it’s cheap or free not when you need it.

SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally ContinuesJune 16, 2026 5:54 AM
IH Market News SpaceX (NASDAQ:SPCX) shares continued their remarkable advance in premarket trading on Tuesday, building on strong gains from their first two sessions as a public company and pushing the aerospace group toward a market capitalization of nearly $3 trillion. The rocket and satellite operator completed the largest initial public offering in history last week, ending its first day of trading on Friday with a valuation of approximately $2.1 trillion. Shares Extend Historic Debut Gains After rising 19.6% during Monday’s session to close at $192.50, the stock added another 10% in premarket trading on Tuesday, reaching roughly $211.75 by 08:15 GMT. At one stage following Monday’s close, SpaceX shares climbed as high as $229.40, briefly implying a valuation above $3 trillion. That valuation would have placed the company ahead of Microsoft and made it the fourth-largest listed company in the world, trailing only Alphabet Inc (NASDAQ:GOOGL), Apple Inc (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA). Investors Back Musk’s Long-Term Vision Much of the enthusiasm surrounding the stock has been driven by investor confidence in Elon Musk’s ambitious plans for the future of the business. The chief executive has outlined a strategy that includes deploying artificial intelligence data centres in space, expanding satellite communications infrastructure and advancing lunar and Martian exploration missions. SpaceX entered the public markets at a valuation equivalent to roughly 90 times annual revenue, reflecting expectations for significant long-term growth. IPO Marks Beginning of New Growth Phase Speaking during a JPMorgan Chase webcast ahead of the listing, Musk said the company had generated positive cash flow since around 2015 and described the flotation as the beginning of “a significant growth phase.” Among the initiatives highlighted by Musk were plans to deploy more than 100,000 communications satellites into orbit and expand the company’s role in supporting next-generation computing infrastructure. Starlink Remains the Key Profit Driver Starlink, SpaceX’s satellite broadband division, was the company’s only profitable business segment during 2025 and is widely viewed as its most valuable asset. The unit continues to play a central role in the company’s investment case, providing recurring revenue through global connectivity services while supporting broader expansion plans. Space Economy Forecast to Triple by 2035 Analysts at Jefferies, in research republished to coincide with the IPO, highlighted the growing importance of the global space sector. The broker argued that “space is now a strategic industrial sector” where geopolitical priorities and government spending in the United States and China are likely to drive future returns. Jefferies estimates the global space economy has reached approximately $600 billion and could expand to $1.8 trillion by 2035, with defence-related activity expected to be the fastest-growing segment. Government Spending Supports Industry Growth According to Jefferies, the U.S. accounts for around 60% of global government space expenditure, spending roughly $80 billion annually, compared with approximately $20 billion spent by China. The broker also noted that the U.S. Space Force budget increased by 40% year-on-year in fiscal 2026, reaching $40 billion as investment accelerated under the Golden Dome missile defence programme. That compares with NASA’s budget of approximately $24 billion. “The U.S. government has effectively outsourced significant space activity to SpaceX, creating an inextricable linkage between federal spending priorities and the company’s business,” the analysts wrote. Major Government Contractor SpaceX has become one of the largest commercial partners of NASA and ranked as the agency’s second-largest contractor by contract value in 2025, behind only Caltech. The company secured approximately $2.1 billion in NASA contracts during the year, spanning launch services, communications capabilities and information technology infrastructure, further strengthening its position within the rapidly expanding space industry. SpaceX stock price Want to stay up-to-date on the SpaceX IPO? Find the top asked questions from investors and follow their every move here: https://invest.investorshub.com/spacex-ipo-watch/ Original: SpaceX Approaches $3 Trillion Market Value as Post-IPO Rally Continues

One has to question why a “cash rich” company would need to raise $20-25 billion by going to bond sales that will be in 7 tranches, ranging from 2 to 30 years. The statement is that it’s for general purposes and to redo some current debt financing.

Based on recent financials, NVDA’s current debt is minimal and below $15 billion. As we know they generate four times that amount in profit per quarter. Therefore one can only surmise that the cost of this money is cheap and you can never be too rich.

No. Not at all. 45% free cash flow. $139 billion in stock buybacks and raising dividends significantly……I’m fairly certain that NVDA is solid: not to mention the billions that NVDA is realizing in their investments in CoreWeave, Intel, Nebius,etc

Anyone worried about NVDA offering bonds for financing?

Nvidia Targets $20 Billion-Plus Bond Offering in Return to Debt Markets (NVDA)June 15, 2026 9:33 AM
IH Market News Nvidia Corp. (NASDAQ:NVDA) is set to return to the investment-grade bond market for the first time in roughly five years, with plans to raise at least $20 billion through a multi-tranche debt issuance, according to a report from Bloomberg News. The proposed offering would mark one of the company’s largest financing transactions as demand for artificial intelligence infrastructure continues to accelerate globally. Bonds to Be Issued Across Multiple Maturities The semiconductor giant is marketing bonds with seven different maturities, ranging from two years to 30 years. According to a person familiar with the transaction, the longest-dated bonds are being offered at a yield spread of approximately 0.9 percentage points above comparable U.S. Treasury securities. The structure is designed to attract a broad range of institutional investors seeking varying durations and risk profiles. Funds to Support Corporate Financing Needs Nvidia said proceeds from the bond sale will be used for general corporate purposes. These include refinancing existing debt obligations and repaying outstanding notes, providing the company with additional financial flexibility as it continues to invest in growth initiatives. Major Wall Street Banks Lead the Transaction Goldman Sachs Group Inc. (NYSE:GS), JPMorgan Chase & Co. (NYSE:JPM) and Morgan Stanley (NYSE:MS) are acting as lead managers for the offering. The involvement of three of Wall Street’s largest investment banks highlights the scale and significance of the transaction. First Investment-Grade Bond Sale Since 2021 Nvidia last tapped the investment-grade debt market in June 2021, when it raised $5 billion through a bond offering. The company has since experienced explosive growth, driven largely by demand for its graphics processing units and AI-related computing solutions. AI Infrastructure Boom Drives Corporate Borrowing Nvidia joins a growing list of major technology companies raising capital to support investment in artificial intelligence infrastructure. Companies including Alphabet Inc. (NASDAQ:GOOGL) and Amazon.com Inc. (NASDAQ:AMZN) have also accessed debt markets to fund large-scale computing and data centre expansion projects. Since last year, leading technology firms have collectively raised hundreds of billions of dollars, with investor appetite for high-quality corporate debt remaining strong despite the scale of issuance. Nvidia stock price Original: Nvidia Targets $20 Billion-Plus Bond Offering in Return to Debt Markets (NVDA)

Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)June 12, 2026 8:58 AM
IH Market News Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares surged 25% on Friday after the company announced a six-year strategic compute collaboration with NVIDIA (NASDAQ:NVDA) aimed at significantly expanding AI infrastructure capacity in Australia. The agreement marks a major step in Sharon AI’s efforts to build large-scale sovereign AI computing capabilities and broaden access to advanced AI processing power for a wide range of customers. Partnership to Deliver 72MW of New Data Centre Capacity Under the collaboration, Sharon AI and NVIDIA plan to deploy 72 megawatts of additional data centre capacity across Australia. The infrastructure is expected to support up to 40,000 NVIDIA Grace Blackwell GB300 GPUs, serving enterprise clients, AI startups and academic research institutions. The facilities will be built using NVIDIA’s DSX AI factory architecture, designed to support large-scale artificial intelligence workloads and high-performance computing applications. Innovative Revenue-Sharing Structure The partnership incorporates a revenue-sharing and credit-support framework intended to help Sharon AI scale its infrastructure deployment while aligning incentives between the two companies. Under the arrangement, Sharon AI will market and sell cloud computing services powered by NVIDIA technology. In addition to receiving revenue from hardware sales, NVIDIA will also participate in cloud-service revenues generated from the supported infrastructure. CEO Highlights Strategic Importance of Agreement Commenting on the announcement, Co-Founder and Chief Executive Officer James Manning described the deal as a significant milestone for the company. “This strategic compute collaboration with NVIDIA marks a pivotal moment in Sharon AI’s mission to deliver sovereign, large-scale AI compute infrastructure. Securing access to 72MW of data center capacity enables us to deploy up to an additional 40,000 Grace Blackwell GB300 GPUs, providing access to accelerated compute to enterprise, startup and AI native customers who otherwise may not have been able to access it,” he said. AI Infrastructure Footprint Expands Significantly The new agreement builds on Sharon AI’s existing relationship with NVIDIA, where it already operates as a certified NVIDIA Cloud Partner. Following the latest expansion, Sharon AI’s total AI factory capacity has increased to 132MW. Of that total, 102MW has already been contracted to end customers, highlighting strong demand for AI computing resources. GPU Deployment Target Exceeds 55,000 Units As part of its long-term growth plans, Sharon AI expects to have more than 55,000 NVIDIA GPUs deployed by the middle of 2027. The company believes the expanded infrastructure platform will strengthen its position in the rapidly growing AI cloud computing market while providing customers with access to high-performance computing resources needed to train and deploy next-generation AI models. Investors reacted positively to the announcement, sending the stock sharply higher as the market welcomed the scale of the partnership and the growth opportunities created by the collaboration with NVIDIA. SharonAI Holdings stock price Nvidia stock price Original: Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)

Nvidia Teams Up With Abridge to Build AI Model for Healthcare Applications (NVDA)June 11, 2026 8:36 AM
IH Market News Nvidia (NASDAQ:NVDA) has entered into a partnership with Abridge to develop a specialised artificial intelligence model tailored for healthcare use cases, according to a report by the Wall Street Journal. Abridge is known for its AI-powered note-taking platform used by medical professionals. The collaboration reflects growing investment across the technology sector in healthcare-focused AI solutions designed to improve clinical workflows and patient care. Model to Focus on Clinical Conversations The companies said the new AI model will be designed specifically around clinical interactions and conversations between healthcare providers and patients. Rather than being broadly distributed, the model will be deployed exclusively within Abridge’s platform, where it is expected to support a range of healthcare-related tasks including clinical documentation and decision support. Nvidia is already an investor in Abridge, further strengthening the strategic relationship between the two companies. Built Using Nvidia’s Nemotron Models According to Kimberly Powell, Nvidia’s vice president of healthcare, the new healthcare-focused model will be developed using the company’s Nemotron family of open AI models. Open models are generally made available for users to download, customise and adapt without charge. However, they differ from fully open-source systems because they do not necessarily provide unrestricted access to training datasets and underlying source code. The approach is intended to accelerate the creation of AI systems that can better understand specialised healthcare terminology and clinical workflows. Earlier Integration of Clinical Intelligence Powell highlighted the benefits of incorporating healthcare-specific expertise during the early stages of model development rather than adapting general-purpose models later. “There’s an opportunity now to take these models and adapt them with this clinical intelligence at a much earlier stage of model development,” Powell said. The companies believe this approach could improve the performance and relevance of AI tools used by clinicians, particularly in areas involving patient documentation and medical decision-making. Healthcare Emerges as Key AI Growth Area The partnership comes as technology companies and artificial intelligence developers increasingly target the healthcare sector as a major growth opportunity. AI tools are being deployed across a wide range of medical applications, from administrative support and clinical documentation to diagnostics, treatment planning and patient engagement. By combining Nvidia’s AI development capabilities with Abridge’s healthcare expertise, the companies aim to create more specialised AI systems capable of supporting healthcare professionals in everyday clinical practice. Nvidia stock price Original: Nvidia Teams Up With Abridge to Build AI Model for Healthcare Applications (NVDA)

KKR Launches Helix Digital Infrastructure, a New Company to Finance and Deliver the Next Generation of AI InfrastructureJune 11, 2026 6:50 AM
Business Wire Helix launches with over $10 billion of committed capital to accelerate the deployment of data centers, power and connectivity required to meet growing demand for AI Kuwait Investment Authority, NVIDIA and Vistra join KKR as founding investors; NVIDIA to serve as a cornerstone strategic partner, Vistra as the preferred power partner to Helix Former Amazon Web Services CEO Adam Selipsky leads new company KKR, together with the Kuwait Investment Authority (KIA), NVIDIA (NASDAQ: NVDA) and Vistra (NYSE: VST) today announced the launch of Helix Digital Infrastructure (“Helix”), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand. As building AI infrastructure becomes increasingly complex, Helix will serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260610500794/en/ Founded with anchor investments from investors including KKR, KIA, NVIDIA and Vistra, the Helix strategy has more than $10 billion in total long-duration capital commitments to date. NVIDIA will also serve as a strategic partner to support the deployment of NVIDIA DSX AI factory-aligned infrastructure with a view to maximizing tokens per watt, achieving lowest total cost of ownership and accelerating time to first token for investments pursued by Helix. Vistra, a leading integrated power generation and electricity company with operations across 18 states and Washington, D.C., will be the preferred power provider for Helix investments. Following the closing of the founding commitments, Helix is open to additional eligible institutional investors. AI is driving the largest infrastructure buildout in modern history, requiring trillions of dollars in investment across data centers, power generation and transmission, connectivity and related infrastructure over the coming decade. The scale and complexity of financing and coordinating this buildout represents a key industry bottleneck, ultimately slowing hyperscalers from delivering the models, services and applications their customers demand. Delivering AI infrastructure requires credible, long-term financial underwriters capable of committing capital consistently. Hyperscalers are also seeking more integrated and repeatable infrastructure solutions that meaningfully reduce the complexity they face in building at unprecedented scale. KKR launched Helix in response to these challenges. Helix will be positioned as a single, trusted strategic partner to hyperscalers, armed with a long-duration, multi-billion-dollar capital base, and with integrated development capabilities and coordinated execution across AI infrastructure. The company is led by Adam Selipsky, former CEO of Amazon Web Services, who brings first-hand experience scaling the world’s largest cloud business, and deep insight into hyperscaler infrastructure priorities. He is joined by a dedicated management team and Board. Waldemar Szlezak, KKR’s Global Head of Digital Infrastructure, will serve as Helix’s Chief Investment Officer. Helix will seek to invest in and manage assets critical to enabling AI, including hyperscale data center development and operations; baseload and flexible power generation; transmission and distribution infrastructure; and fiber and connectivity infrastructure, among other assets. “Large users of digital infrastructure have an urgent need to reduce complexity and unlock new capacity. Helix combines significant long-term capital with the capabilities and expertise to deliver holistic AI infrastructure solutions with speed and scale,” said Adam Selipsky, Co-Founder and CEO of Helix Digital Infrastructure. “Helix is further strengthened by strategic partnerships with NVIDIA and Vistra across technology and power, which we believe will enable the company to deliver the infrastructure that will underpin hyperscalers’ AI strategies for years to come.” “We view AI infrastructure as one of the defining long-term investment opportunities globally, and Helix is purpose-built to address it,” said Sheikh Saoud Salem Abdulaziz Al-Sabah, Managing Director of the Kuwait Investment Authority. “Helix reflects a differentiated model that combines proven leadership, integrated capabilities and long-term capital required to deliver the next generation of critical digital infrastructure at scale.” “Useful AI has arrived, and demand for AI factories is extraordinary,” said Jensen Huang, founder and CEO of NVIDIA. “AI is driving the largest infrastructure buildout in modern history. With the NVIDIA DSX platform and the Helix strategic partnership, we are bringing together a proven AI factory blueprint, world-class infrastructure expertise from KKR, and long-term capital to help AI cloud providers build the next generation of intelligence infrastructure.” “Power generation and grid interconnections are critical gating factors for AI infrastructure deployments,” said Jim Burke, president and CEO of Vistra. “Helix brings together data center development, infrastructure and power capabilities under a single umbrella, providing a one-stop shop for large load customers. By utilizing Vistra’s existing fleet to deliver near-term power, Helix will accelerate delivery of power solutions through the use of existing assets while also bringing additionality with Vistra's best-in-class capabilities, including power generation development and power grid expertise. Vistra has a proven track record in executing more than 5,000 megawatts of power purchase agreements with hyperscalers and looks forward to leveraging our leading and diverse generation fleet and operational expertise as Helix’s preferred power partner to help deliver the reliable, affordable energy these customers require.” “Like a DNA helix, Helix Digital Infrastructure is built on a double strand of complementary strengths—KKR's institutional capital and infrastructure expertise intertwined with Helix's hyperscaler leadership and execution engine. Together, with our strategic partners, we are positioned to meet the financial and operational demands of the AI era,” said Joe Bae and Scott Nuttall, Co-Chief Executive Officers, KKR. Helix is supported by KKR’s leading global infrastructure platform, which includes over $100 billion in infrastructure assets under management and more than $70 billion invested across digital and power assets. KKR’s experience across data centers, renewable and conventional power generation and transmission, fiber and related sectors provides the foundation for Helix’s integrated model. KKR’s anchor investment in the Helix strategy is funded through its balance sheet and other managed vehicles. About Helix Digital Infrastructure
Helix Digital Infrastructure is a dedicated company focused on investing in, delivering and managing the next generation of AI-enabling infrastructure. Founded with anchor investors including KKR, the Kuwait Investment Authority, NVIDIA and Vistra, the company has access to a long-duration, multi-billion-dollar pool of capital. Supported by KKR’s leading global infrastructure platform, Helix is designed to deliver integrated solutions across hyperscale data centers, power generation and transmission, fiber, connectivity and related infrastructure. Helix is led by Adam Selipsky, former CEO of Amazon Web Services, and a management team with extensive experience across cloud, digital infrastructure and energy systems. For more information about Helix, please visit www.helixdi.com. About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com. About the Kuwait Investment Authority
The Kuwait Investment Authority (KIA) is the world's oldest sovereign wealth fund, established in 1953. The KIA’s main functions include managing the State’s General Reserve and Future Generations Fund. Stemming from this rich history, the KIA continues to safeguard the financial wealth of Kuwait’s current and future generations by diversifying revenue streams and ensuring a fiscally sustainable and secure future. About Vistra
Vistra (NYSE: VST) is a leading, Fortune 500 integrated retail electricity and power generation company based in Irving, Texas. The company serves 5 million retail customers and operates a growing portfolio of generation assets expected to reach a capacity of nearly 50,000 megawatts by year-end 2026. Vistra is a leader in transforming the energy landscape, with an unyielding focus on reliability, affordability, and sustainability. The company safely operates a reliable, efficient power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities while taking an innovative, customer-centric approach to its retail business. Learn more at https://www.vistracorp.com. Notice to Readers
This press release contains forward-looking statements, which reflect our current views with respect to, among other things, the operations of Helix. Readers can identify these forward-looking statements by the use of words such as “outlook,” “believe,” “expect,” “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” “intend,” “will,” “plan,” “estimate,” “anticipate” or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. These forward-looking statements are based on KKR’s beliefs, assumptions and expectations, but these beliefs, assumptions and expectations can change as a result of many possible events or factors, not all of which are known to KKR or within its control. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise. General discussions contained within this press release regarding investment demand or market trends represent the view of either the source cited or KKR. Historical or current market trends are not reliable indicators of actual future market behavior or future performance of any particular investment that may differ materially, and should not be relied upon as such. Nothing contained herein is intended to predict the performance of any investment. KIA, NVIDIA and Vistra are investors in Helix and accordingly will participate in returns generated by Helix. These and other investors will serve as strategic partners and may have certain rights, such as priority or first look rights, to provide goods or services to Helix investments. View source version on businesswire.com: https://www.businesswire.com/news/home/20260610500794/en/ Media Contact
Liidia Liuksila
Media@KKR.com Original: KKR Launches Helix Digital Infrastructure, a New Company to Finance and Deliver the Next Generation of AI Infrastructure

Nvidia apple


https://www.linkedin.com/safety/go/?url=https%3A%2F%2Fbit%2Ely%2F3PQdeSL&urlhash=B7wI&mt=OVZkqKkDVmHFOrxI4xn8E2LjpunZRY-WovETZXXg_RM98TKS9MTNtFuQ0BH24lLyIwnKhQRi34JSjKVcTv1ULt8YOhubX7It2SSBfq5aqe98e5QOSi4hg5QT0n4&isSdui=true

One more good read


https://wccftech.com/nvidia-silently-builds-an-orbital-ai-empire-with-5-partners-racing-elon-musk-to-put-datacenters-in-space/

Fwiw


https://www.idealworks.com/en/news/sick-idealworks-simulation-orchestration-nvidia-gtc

$NVDA $PLUG Data Center & AI Power Demand Tailwinds
Hyperscaler energy demand boom.
Hydrogen fuel cells as backup/baseload for AI data centers.
Comparable to Bloom Energy’s success in hyperscaler adoption

Wall Street Futures Signal Stronger Start to Tuesday Trading: Dow Jones, S&P, NasdaqJune 9, 2026 9:18 AM
IH Market News U.S. stock futures pointed to a firmer open on Tuesday, suggesting markets could extend gains after finishing the previous session mostly higher, despite retreating significantly from their intraday peaks. Investor sentiment appeared to improve following a sharp decline in oil prices, with U.S. crude futures falling more than 2%. Oil prices dropped below $90 per barrel after President Donald Trump stated that the United States and Iran could reach a peace agreement within “two or three days.” Trump also told reporters that the Strait of Hormuz would reopen “immediately” once an agreement is finalized, although similar comments in recent weeks about an imminent deal have yet to result in a formal breakthrough. Market participants may also continue to seek buying opportunities after last Friday’s broad sell-off, which left many stocks trading at lower valuations. Stocks rallied strongly at the start of Monday’s session as investors returned to the market following Friday’s sharp decline. However, gains faded as trading progressed, and the major indices finished well below their highs, with the Dow eventually slipping into negative territory. After climbing as much as 1.8% during the session, the Nasdaq finished up 220.23 points, or 0.9%, at 25,929.66. The S&P 500 added 21.99 points, or 0.3%, to close at 7,405.73, while the Dow Jones Industrial Average fell 80.77 points, or 0.2%, to 50,786.01. The initial recovery on Wall Street was driven in part by bargain hunting after Friday’s sell-off pushed the Nasdaq to its lowest closing level in a month. As the session progressed, enthusiasm moderated as oil prices remained elevated amid reports that Israel and Iran had exchanged missile strikes over the weekend. Crude prices later retreated from their highs after President Donald Trump said Israel and Iran were “looking to do an immediate ceasefire.” “Final negotiations on ‘Peace’ are proceeding, subject to ignorance or stupidity getting in its way,” Trump said in a post on Truth Social. “The Blockade will remain in place, and in full force and effect, until a ‘Final Deal’ is reached. Things should move quickly.” While broader market gains faded, semiconductor stocks maintained strong momentum. The Philadelphia Semiconductor Index surged 5.6%, recovering part of the 10.3% decline recorded in the previous session. Marvell Technology (NASDAQ:MRVL) jumped 9.6% after it was announced that the chipmaker will join the S&P 500 index alongside electronics manufacturing services company Flex (NASDAQ:FLEX). Nvidia (NASDAQ:NVDA) gained 1.7% after unveiling a multi-year technology partnership with SK hynix aimed at advancing next-generation memory solutions for AI infrastructure and accelerating semiconductor development and manufacturing. Higher oil prices also supported energy-related shares, with the Philadelphia Oil Service Index advancing 3.6%. Oil producers and computer hardware companies posted notable gains, while utilities and commercial real estate stocks faced pressure as Treasury yields continued to move higher. Marvell Technology stock price Flex stock price Nvidia stock price Original: Wall Street Futures Signal Stronger Start to Tuesday Trading: Dow Jones, S&P, Nasdaq

Nebius Unveils Robotics Accelerator Powered by NVIDIA AI Technologies (NBIS)June 9, 2026 6:11 AM
IH Market News Nebius (NASDAQ:NBIS) has introduced the Physical AI Living Lab, a six-month initiative designed to give robotics startups across the UK and Europe access to NVIDIA’s (NASDAQ:NVDA) physical AI software tools alongside Nebius’s cloud-based AI computing platform. The programme is intended to help early-stage robotics companies overcome common challenges related to obtaining the large-scale simulation capabilities, synthetic data generation and high-performance computing resources required to develop physical AI applications. Participants will have access to a range of NVIDIA technologies, including OSMO for workload management, Cosmos world foundation models, and the Isaac Sim and Isaac Lab platforms for robot simulation, testing and training. The initial phase of the initiative will be hosted on Nebius’s UK infrastructure, which is powered by NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Applications will be reviewed through the NVIDIA Inception programme, with the first group of selected startups expected to begin in September 2026. “Most robotics teams can build a strong model — the bottleneck is getting the simulation, synthetic data, and compute in place to take it further,” said Evan Helda, Head of Physical AI at Nebius. He added that the programme gives founders access to NVIDIA’s physical AI ecosystem through Nebius AI Cloud, complemented by direct engineering assistance. Anthony Hills, Director, UK&I at NVIDIA, said the initiative is designed to bridge the gap between innovation within the UK robotics sector and the development of commercially viable physical AI solutions. He noted that the programme provides more affordable access to large-scale cloud training resources and NVIDIA’s simulation and synthetic data technologies. The launch expands an existing partnership between Nebius and NVIDIA focused on developing cloud infrastructure tailored to robotics and physical AI workloads. Both companies indicated that they intend to roll out additional cohorts and expand the Physical AI Living Lab into other geographic markets over time. Throughout the programme, engineering teams from Nebius and NVIDIA will work directly with participating startups to provide technical expertise and support. Synthetic data generation capabilities will be delivered through Voxel51’s FiftyOne platform, integrated with Cosmos world foundation models. Nebius Group stock price Nvidia stock price Original: Nebius Unveils Robotics Accelerator Powered by NVIDIA AI Technologies (NBIS)

NVDA & QUANTUM:

Looking good $nvda

I forgot a few things I wanted to add A question was asked about market share, and Jensen replied that they are not thinking in terms of market share, taking share for other companies. They are more about what they can provide new markets and changing things Making it better. Jensen said you’ll never hear him talk about market share. I know months back people on here were talking about Nvidia going into the mobile market, he was asked about mobile chips. He basically said no there’s nothing they can do to better in that market basically the incumbents are doing just fine. He said the software stack is completely different. Back to the new laptop, Jensen was asked about Apple’s Mac laptop. Jensen praised Apple and what they have and do he mentioned the new laptops are Windows based and are changing the Windows market. If I remember anything else, I’ll post, but I believe that’s it

Nvidia Surge Sparks Tech Stock Rebound Ahead of Monday Open: Dow Jones, S&P and Nasdaq FuturesJune 8, 2026 9:07 AM
IH Market News Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a higher open on Monday, with stocks likely to regain ground following the sell-off seen during last Friday’s session. Bargain hunting may contribute to initial strength on Wall Street following last Friday’s plunge, which dragged the tech-heavy Nasdaq down to its lowest closing level in a month. Technology stocks may help lead the rebound after plummeting in the previous session, as reflected by the 1.5 percent jump by the Nasdaq 100 futures. Shares of Nvidia (NASDAQ:NVDA) are surging by 2.6 percent in pre-market trading after the AI giant announced a multiyear technology partnership with SK hynix to advance next-generation memory for the global AI factory buildout and accelerate semiconductor design and manufacturing. Buying interest may be somewhat subdued, however, as concerns about developments in the Middle East continue to hang over the markets. Iran and Israel reportedly exchanged missile strikes on Sunday, leading to a spike in crude oil prices amid worries about a re-escalation of the conflict. However, crude oil prices pulled back well off their highs after President Donald Trump claimed Israel and Iran are “looking to do an immediate ceasefire.” “Final negotiations on ‘Peace’ are proceeding, subject to ignorance or stupidity getting in its way,” Trump said in a post on Truth Social. “The Blockade will remain in place, and in full force and effect, until a ‘Final Deal’ is reached. Things should move quickly.” After coming under considerable pressure early in the session, stocks showed an even more substantial move to the downside over the course of trading day on Friday. The major averages all moved sharply lower, with the tech-heavy Nasdaq posting a particularly steep loss. The major averages ended the day just off their lows of the session. The Nasdaq plunged 1,121.53 points or 4.2 percent to 25,709.43, the S&P 500 tumbled 200.57 points or 2.6 percent to 7,383.74 and the Dow slumped 695.15 points or 1.4 percent to 50,886.78. With the steep losses on the day, the major averages all moved lower for the week. The Nasdaq plummeted by 4.7 percent, the S&P 500 dove by 2.9 percent and the Dow dipped by 0.3 percent. The sell-off on Wall Street came as technology stocks remained under pressure after seeing notable weakness during Thursday’s session. Yesterday’s negative reaction to Broadcom’s (NASDAQ:AVGO) guidance continued to generate selling pressure amid concerns about valuations. “The market is no longer asking whether AI demand is strong, that has largely been established,” said Daniela Hathorn, Senior Market Analyst at Capital.com. “Instead, investors are beginning to question how much of that growth is already reflected in valuations.” She added, “In that sense, Broadcom’s results may not have been disappointing, but they were perhaps not enough to justify another leg higher immediately after such a powerful rally.” Profit taking also contributed to the substantial weakness following recent strength in the markets, which lifted the Nasdaq and S&P 500 to record closing highs on Tuesday. The Dow also ended Thursday’s session at a record closing high. A sharp increase by treasury yields also weighed on Wall Street, with yields surging following the release of stronger than expected U.S. jobs data. The Labor Department released a report showing non-farm payroll employment shot up by 172,000 jobs in May after surging by an upwardly revised 179,000 jobs in April. Economists had expected employment to climb by 85,000 jobs compared to the addition of 115,000 jobs originally reported for the previous month. The data has added to recent speculation that the Federal Reserve will leave interest rates at their current level for an extended period. Semiconductor and computer hardware stocks turned in some of the market’s worst performances on the day, with the Philadelphia Semiconductor Index and the NYSE Arca Computer Hardware Index plummeting by 10.3 percent and 9.1 percent, respectively. Outside of the tech sector, gold stocks also saw substantial weakness amid a steep drop by the price of the precious metal, resulting in an 8.4 percent nosedive by the NYSE Arca Gold Bugs Index. Networking, oil service and software stocks also showed significant moves to the downside, while utilities and pharmaceutical stocks bucked the downtrend. Original: Nvidia Surge Sparks Tech Stock Rebound Ahead of Monday Open: Dow Jones, S&P and Nasdaq Futures

There is a YouTube video out on Nvidia the Computex Analyst meeting it can also be found on Nvidia‘s website investor relations/events. It was long I believe hour and 37 minutes or so very informative a lot of good questions. One was about the new laptops and why they are needed. Jensen explained this very well I thought. A lot of it was about Vera The new CPU Jensen doesn’t know how big the market will be for it but does think it will be big. It’s a new market so no data available yet. There was a question about the ARM Core inside Vera being off the shelf. Jensen said no way that ARM core is developed by Nvidia said it took three years in the making. It is called Olympic. Anyway I thought it was good just more info.

Nvidia deepens South Korea ties through new AI partnerships (NVDA)June 8, 2026 6:18 AM
IH Market News Nvidia (NASDAQ:NVDA) unveiled a series of strategic agreements with some of South Korea’s largest technology groups on Monday, strengthening its position in the artificial intelligence ecosystem while securing key relationships across memory chips, cloud infrastructure and robotics. The partnerships were announced during a visit to South Korea by Chief Executive Jensen Huang, who arrived in the country on Friday. The collaborations involve major companies including SK Hynix, SK Telecom, Naver and Doosan Group, although financial details were not disclosed. SK Group expands collaboration with Nvidia SK Group, South Korea’s second-largest family-controlled conglomerate, said its SK Hynix and SK Telecom subsidiaries had both entered into agreements with Nvidia. Under the deal, SK Hynix will work with Nvidia through a multi-year technology partnership focused on developing next-generation memory solutions for AI data centres worldwide. The companies said the collaboration is intended to help meet growing demand generated by Nvidia’s expansion into areas such as robotics, AI-powered personal computers and advanced supercomputing systems. Demand for memory chips has accelerated sharply as investment in artificial intelligence continues to rise, contributing to tighter supply conditions and significantly higher memory prices since the middle of 2025. The trend has provided a substantial boost to manufacturers including SK Hynix, Samsung Electronics and Micron. AI cloud infrastructure project planned in South Korea SK Telecom also revealed plans to develop a gigawatt-scale AI cloud platform in South Korea using Nvidia technology. According to a joint statement, the first AI-focused data centre within the project is expected to begin operations in 2027. The initiative represents another major investment in AI infrastructure as governments and businesses race to expand computing capacity to support increasingly complex AI applications. Naver, Doosan and LG broaden AI cooperation South Korean internet giant Naver and industrial group Doosan also announced new collaborations with Nvidia aimed at building AI data centre infrastructure. Doosan said it expects its energy technologies to be incorporated into Nvidia’s data centre platforms, while also planning to utilise Nvidia’s physical AI capabilities in its own operations. Huang also disclosed that Nvidia is working with LG Group on projects involving humanoid robots and data centres following meetings with LG Chairman Koo Kwang-mo last week. The latest agreements further strengthen Nvidia’s presence in South Korea, a market that plays a critical role in the global semiconductor supply chain and is becoming increasingly important to the development of next-generation AI infrastructure. Nvidia stock price Original: Nvidia deepens South Korea ties through new AI partnerships (NVDA)

AI-linked stocks advance as Trump explores public ownership model for AI firmsJune 8, 2026 6:20 AM
IH Market News Shares of several artificial intelligence-related companies moved higher in premarket trading on Monday after U.S. President Donald Trump said his administration is considering a proposal that could give the American public a direct stake in leading AI businesses. Speaking to reporters aboard Air Force One on Friday, Trump revealed that discussions had taken place with major AI developers about a potential arrangement in which the federal government would hold an ownership interest in the sector. “There’s something very interesting about it, where it almost becomes a partnership with the American public,” he said. “We’ll look into that.” Chipmakers rally on potential government-backed AI initiative Investors reacted positively to the comments, with a number of AI-focused stocks posting gains before the opening bell on Monday. Nvidia (NASDAQ:NVDA) rose more than 1% by 04:14 ET, while fellow semiconductor companies Marvell (NASDAQ:MRVL) and Micron (NASDAQ:MU) advanced between 4% and 7%. AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) also traded more than 1% higher. In contrast, Google (NASDAQ:GOOG) slipped 1.2%. Trump indicated that executives from leading AI companies, including Anthropic, OpenAI and xAI, are expected to continue discussions at a White House meeting that could take place as early as next week. Several of those firms are widely expected to pursue public listings in the coming months, with valuations potentially reaching into the trillions of dollars. Government stake discussions gain momentum The president’s remarks followed a report from digital news outlet NOTUS, which said senior U.S. officials had already held preliminary conversations with AI companies regarding the possibility of the government purchasing equity stakes in their businesses. The Trump administration has previously shown a willingness to take direct positions in strategic industries, having acquired stakes in Intel as well as a number of rare earth and quantum computing companies. The concept gained additional attention after Senator Bernie Sanders proposed legislation that would impose a one-time 50% tax on AI companies’ stock, with the proceeds directed into a U.S. sovereign wealth fund. “The move would guarantee that the trillions created by AI are used to improve the lives of all of us,” Sanders said. The proposal has faced criticism from several prominent technology investors and executives, including Silicon Valley venture capitalist and Trump adviser David Sacks. White House continues to refine AI policy Trump acknowledged that Sanders’ proposal had resonated with some voters and suggested that broader public participation in AI-related wealth creation could help address growing concerns about the technology’s impact on society. The administration has faced challenges in defining a long-term regulatory framework for artificial intelligence. A planned signing ceremony for an AI-focused executive order in May was unexpectedly canceled after concerns emerged from industry participants regarding aspects of the proposal. At the time, Trump said he opposed certain provisions because they could weaken the United States in its competition with China in the AI sector. Earlier this week, the president signed a revised executive order that asks leading AI developers to voluntarily submit their most advanced models for government cybersecurity testing before public deployment. Growing concerns over AI risks Debate around AI regulation has intensified in recent months, partly following the launch of Anthropic’s advanced Mythos platform. Industry experts have warned that the technology could significantly increase the sophistication of cyberattacks if misused, particularly in sectors such as financial services that rely on complex and ageing technology infrastructure. As policymakers weigh the economic opportunities and risks associated with artificial intelligence, investors are closely monitoring whether the White House’s latest proposals could reshape ownership structures across one of the fastest-growing industries in the world. Nvidia stock price Marvell Technology stock price Micron Technology stock price Advanced Micro Devices stock price Intel stock price Alphabet stock price Original: AI-linked stocks advance as Trump explores public ownership model for AI firms

NVDA! a interest rate fear hits big tech stocks

AI Dominance Is Turning the S&P 500 into a Collection of Individual Winners, Says EvercoreJune 6, 2026 6:00 AM
IH Market News The growing influence of artificial intelligence-related companies is reshaping the U.S. equity market, with the S&P 500 increasingly behaving as a market of individual stocks rather than a broad reflection of overall market conditions, according to Evercore ISI. Strategists led by Julian Emanuel said the exceptional performance of a small group of technology giants has been responsible for much of the index’s recent strength, even as investors contend with weaker consumer confidence, elevated energy costs and persistent inflation pressures. Core PCE inflation recently reached 3.3% year-over-year, its highest level since 2023. A Small Group of AI Leaders Drives Earnings Expectations Evercore highlighted that Micron (NASDAQ:MU), Nvidia (NASDAQ:NVDA) and Alphabet (NASDAQ:GOOG) together have generated more than 40% of the year-to-date increase in consensus earnings-per-share forecasts for the S&P 500 in 2026. The concentration of market leadership has become increasingly pronounced, with the ten largest companies in the index now accounting for almost 40% of its total weighting, the highest level on record. According to the firm, this concentration has allowed the benchmark index to continue advancing despite a more mixed macroeconomic backdrop. Evercore Maintains Bullish Outlook for the S&P 500 Despite concerns surrounding market concentration, Evercore left its year-end target for the S&P 500 unchanged at 7,750 and maintained a bullish scenario of 9,000. The firm believes further gains are likely to be supported by continued investment in artificial intelligence, particularly within its preferred sectors: Information Technology, Communication Services and Consumer Discretionary. Together, these sectors now represent roughly 60% of the S&P 500, compared with 39% when ChatGPT first became publicly available. AI Continues to Shape Global Equity Markets Evercore argued that the impact of artificial intelligence extends well beyond the United States. Markets with significant technology exposure have substantially outperformed peers, with Taiwan and South Korea now reaching market capitalizations comparable to India. The influence of technology stocks has also expanded within emerging markets. Technology companies now account for 42% of the MSCI Emerging Markets Index, surpassing their weighting in the S&P 500. Earnings Strength Supports Technology Valuations Although market concentration remains a concern for some investors, Evercore noted that valuations across the U.S. technology sector remain relatively moderate when compared with historical levels and the broader market. As a result, investor attention remains focused on earnings sustainability, an area where first-quarter 2026 results provided considerable reassurance. “exceptionally strong,” the strategists said in reference to the earnings performance delivered during the reporting season. They added: “Indeed, amidst all the geopolitical pressures, the AI buildout has driven record S&P 500 EPS surprises typically reserved for recession recoveries.” Narrow Leadership Creates Additional Risks Even with a constructive long-term outlook, Evercore cautioned that a market led by only a handful of companies carries its own risks. “Heightened index exposure to a select few names in one theme can also accentuate downside,” the strategists noted. The firm pointed to periods of volatility driven by mega-cap technology stocks during the fourth quarter of 2025 and the opening months of 2026 as evidence of this vulnerability. According to Evercore, a renewed escalation in geopolitical tensions could trigger a decline toward the S&P 500’s 200-day moving average near 6,800. Conversely, a reduction in uncertainty and continued AI-driven growth could help propel the index toward the firm’s 9,000 bull-case target. Micron Technology stock price Nvidia stock price Alphabet stock price Original: AI Dominance Is Turning the S&P 500 into a Collection of Individual Winners, Says Evercore

If and when the war/military action ends and the Strait of Hormuz is secure and open, this will correct itself.

WTF if interest rates rise a bit….we had four years of that crap with Biden

ALL this because the economy is doing well and now the fed might want to tighten. Friggin' nuts!

US tech index is off over 2%. NVDA has a little higher Beta, so i's off a bit more. Market sucks at the moment.