AI growth is just getting started, BlackRock’s thematic ETF head says
BlackRock expects infrastructure and cybersecurity plays to shine in 2025. Jay Jacobs, the firm’s U.S. head of thematic and active…
Helene quartz mine damage threatens semiconductor chip industry
Virtually all of the world’s supply of a mineral that is critical to semiconductor production comes from one tiny town…
Nvidia shares close at record high after forecast signals unwavering demand for AI chips
Nvidia shares jumped more than 9% on Thursday after the company on Wednesday reported earnings that topped Wall Street estimates…
Nvidia rally is fueling FOMO in the overall market, Evercore’s Julian Emanuel warns
Evercore ISI’s Julian Emanuel thinks Nvidia’s monster rally is fueling a fear of missing out in the market. He finds…
This semi name just hit a fresh all-time high. Why its stock market dominance could last
Nvidia shares hit a fresh all-time high on Wednesday, and its gains may still be in the early innings, according…
China expresses concerns to U.S. over tariffs, sanctions in Beijing talks
China’s financial officials expressed concerns to visiting U.S. Treasury officials about U.S. tariffs, investment restrictions and sanctions set up to…
These ETFs could help investors reduce Big Tech exposure
Big Tech’s market dominance may push more investors to equal-weight exchange-traded funds, according to VettaFi’s Todd Rosenbluth. “Investors are getting…
U.S. tackles loopholes in curbs on AI chip exports to China
The U.S. will take steps to prevent American chipmakers from selling products to China that circumvent government restrictions, a U.S. official said, as part of…
State governors from Arizona, New Mexico seek stronger economic ties with Taiwan
Governors from the Southwestern United States are pursuing stronger business ties with Taiwan in hopes of attracting new foreign investments…
