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Arista Networks reports upbeat Q1 results. Analysts remain bullish on strong growth, although supply shortages limited revenue projections.
https://x.com/OpenAI/status/2052025532485902368?s=20
Fresh scrutiny of Nancy Pelosi's market activity follows reports of a roughly $3 million weekly gain, intensifying debate over lawmakers' stock trading as tech-heavy portfolios drive outsized returns.
Broadcom introduces VCF 9.1 to support enterprise AI workloads with hybrid cloud and Kubernetes integration.
The S&P 500 is now a leveraged bet on AI capex with semis at 17% of the index. Strategas calls for a melt-up. Steve Eisman warns on software credit.
Beth Kindig says Nvidia, TSM and Broadcom strength may signal market divergence, warning of a choppy period ahead despite strong fundamentals.
https://asia.nikkei.com/spotlight/supply-chain/trump-administration-looks-to-ease-memory-chip-crunch-with-supply-chain-bloc
Roundhill Investments has filed to launch the Roundhill Magnificent Seven Plus ETF, a proposed fund combining mega-cap technology leaders with emerging AI and space companies. The ETF, expected to trade under the ticker symbol MAGP, would track 11 firms, including the "Magnificent Seven" alongside newer private innovators.
ETFs launched by Ross Gerber and Dan Ives shares several names in common. A look at the overlap and stocks both are buying.
SOXX posts its largest monthly return in 25 years. SMH had its best month since November 2003. Yet Nvidia — the AI hardware leader of the prior cycle — was the slowest-moving mega-cap chipmaker in the basket. Intel, AMD, Micron and Marvell did the work.