Nvidia is planning to sell at least $20bn of investment-grade debt in the US its first bond sale in more than five years in a test of investor appetite for further exposure to the AI sector.
Source: FT
Nvidia
Source: Investing.com
Nvidia will launch a PC “superchip” this year as the semiconductor giant goes head-to-head with Apple, Qualcomm, Intel and AMD for the first time.
Computer makers including Dell, Asus and HP will use what Nvidia claims is “the most efficient PC chip ever built”, paired with Microsoft’s Windows software, Nvidia chief executive Jensen Huang announced on Monday. The launch marks a major competitive shift in the consumer PC industry and a new business line for $5.1tn Nvidia. The company, best known for its dominance of semiconductors for AI infrastructure, is pushing beyond its traditional graphics cards into integrated chips that power the whole PC. Lenovo, Microsoft, Acer and Taiwan’s MSI will also use the product. Source: FT
Nvidia has officially entered correction territory after dumping -11.30% in just 8 trading sessions.
$640 billion has been wiped out from Nvidia's market cap over the same period. Huawei's new chip architecture is now directly challenging the hardware scarcity narrative that supported Nvidia's $5 trillion valuation. Source: Bull Theory
Over NT$82,000,000,000,000 ($2.57 TRILLION) has been added to Taiwan’s stock market in 2026 alone as it explodes 52% YTD.
Source: Bull Theory
The Nasdaq 100 closed >30,000 for the first time ever; 30,001.32 (+1.8%). (Clone)
Source: Lin @Speculator_io
Nvidia H200 cloud Tensor Core GPUs pricing has gone vertical, up 56% in just three days.
What stands out is that H200 pricing is now trading above the B200, despite the B200 being the more capable GPU. In a thin and illiquid market, it’s entirely plausible that a fund (hedge fund ?) could push up supply pricing at a cost of ~$50K per day to influence short-term moves in far more liquid AI-related equities. Source: Brandon Carl
The NVDA fade
The short-term gap between NVDA and SMH continues to widen, with the month-end dislocation pushing into extreme territory. Source: The Market Fear
