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TradingKey - Nvidia is deploying its abundant capital into nearly every area related to AI infrastructure. This year, Nvidia has committed a total of over $40 billion in investments to cloud service providers, data center operators, optical networking companies, manufacturing partners, and AI model

TradingKey - U.S. stocks closed slightly higher on Monday, with the Dow Jones Industrial Average rising 0.19%, the S&P 500 Index gaining 0.19%, and the Nasdaq Composite Index advancing 0.10%.

The S&P 500 and Nasdaq hit record highs driven by AI optimism and Trump’s upcoming state visit to China. Despite oil price spikes and Middle East tensions, strong gains in semiconductor, space, and quantum computing sectors fueled market momentum, while SoftBank and Circle reported pivotal fiscal gr

TradingKey - Mass production of Nvidia’s (NVDA) next-generation flagship AI platform, Vera Rubin, is accelerating. The timeline for initial shipments has been officially finalized, debunking previous rumors regarding the platform's design.

While there is still a risk of industry cycles, the current "Memory Crunch" has put Micron in a position of power that the company likely has never had in its 40-year history. For anyone looking to play the physical infrastructure of the future, MU stock is still a top pick for a diversified tech po

TradingKey — As the Nasdaq continues to hit consecutive record highs, Michael Burry—who rose to fame during the 2008 subprime mortgage crisis and was the inspiration for the film *The Big Short*—is betting with unprecedented intensity on the bursting of the AI bubble.

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