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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 16 Jun 2026 - - - #### Nvidia Source: Investing.com [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia](https://blog.syzgroup.com/hubfs/2-Jun-16-2026-12-47-21-4331-PM.jpg) ![Nvidia](https://blog.syzgroup.com/hubfs/2-Jun-16-2026-12-47-21-4331-PM.jpg) 1 Jun 2026 - - - #### 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 [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![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.](https://blog.syzgroup.com/hubfs/7-Jun-01-2026-02-06-58-0230-PM.jpg) ![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.](https://blog.syzgroup.com/hubfs/7-Jun-01-2026-02-06-58-0230-PM.jpg) 28 May 2026 - - - #### 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 [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia has officially entered correction territory after dumping -11.30% in just 8 trading sessions.](https://blog.syzgroup.com/hubfs/3-May-28-2026-03-27-51-0534-PM.jpg) ![Nvidia has officially entered correction territory after dumping -11.30% in just 8 trading sessions.](https://blog.syzgroup.com/hubfs/3-May-28-2026-03-27-51-0534-PM.jpg) 27 May 2026 - - - #### 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 [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![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.](https://blog.syzgroup.com/hubfs/10-May-27-2026-12-57-41-8664-PM.jpg) ![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.](https://blog.syzgroup.com/hubfs/10-May-27-2026-12-57-41-8664-PM.jpg) 27 May 2026 - - - #### The Nasdaq 100 closed \>30,000 for the first time ever; 30,001.32 (+1.8%). (Clone) Source: Lin @Speculator\_io [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![The Nasdaq 100 closed \>30,000 for the first time ever; 30,001.32 (+1.8%). (Clone)](https://blog.syzgroup.com/hubfs/9-May-27-2026-12-56-47-1105-PM.jpg) ![The Nasdaq 100 closed \>30,000 for the first time ever; 30,001.32 (+1.8%). (Clone)](https://blog.syzgroup.com/hubfs/9-May-27-2026-12-56-47-1105-PM.jpg) 18 May 2026 - - - #### 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 ~$50K per day to influence short-term moves in far more liquid AI-related equities. Source: Brandon Carl [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia H200 cloud Tensor Core GPUs pricing has gone vertical, up 56% in just three days.](https://blog.syzgroup.com/hubfs/3-May-18-2026-03-32-59-3521-PM.jpg) ![Nvidia H200 cloud Tensor Core GPUs pricing has gone vertical, up 56% in just three days.](https://blog.syzgroup.com/hubfs/3-May-18-2026-03-32-59-3521-PM.jpg) 6 May 2026 - - - #### The NVDA fade The short-term gap between NVDA and SMH continues to widen, with the month-end dislocation pushing into extreme territory. Source: The Market Fear [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![The NVDA fade](https://blog.syzgroup.com/hubfs/6-May-06-2026-03-07-44-4103-PM.jpg) ![The NVDA fade](https://blog.syzgroup.com/hubfs/6-May-06-2026-03-07-44-4103-PM.jpg) 1 May 2026 - - - #### "We are going to need a bigger boat..." ($NVDA...) The biggest US tech firms now plan to spend as much as $725 billion this year on capital expenditures, primarily on AI data center equipment. Morgan Stanley now sees hyperscaler capex approaching $800B / $1.1 trillion in 2026 / 2027 (versus $765B / $950B) prior. That means we will also to need a lot of energy and raw materials for that !!! Source: Bloomberg, Morgan Stanley [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![](https://blog.syzgroup.com/hubfs/3-May-01-2026-09-40-36-3577-AM.jpg) ![](https://blog.syzgroup.com/hubfs/3-May-01-2026-09-40-36-3577-AM.jpg) [❮](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/1) [1](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/3) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/33?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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