Global X S&P 500 Covered Call Active ETF (03415)
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Global X S&P 500 Covered Call Active ETF (03415) News
From 'Capable of Running' to 'Ready for Sale': Automakers’ Robotaxi Strategies Reach the Mass-Production Tipping Point
① SAIC Motor Corporation Limited’s mobility service platform, Shangdao Mobility, officially announced the launch of SAIC’s Robotaxi mass-production customized vehicle project during WAIC 2026. ② Industry insiders view the current Robotaxi sector as being in a transitional phase from 'technology validation' to 'commercial viability,' with collaboration among OEMs, mobility platforms, and autonomous driving solution providers emerging as the dominant model for Robotaxi commercialization.
Ahead of Tesla Earnings, Gary Black Says Cybercab Fleet Milestone Is 'Irrelevant' Until This Critical FSD Goal Is Achieved: 'Just for Show'
Trump’s newly appointed 'AI Czar' resigns, adding uncertainty to the White House AI strategy
Chris Fall, Director of the U.S. Center for AI Standards and Innovation (CAISI), announced his resignation just three months into his tenure, becoming the third senior AI regulatory official to depart the Trump administration this year. Amid frequent leadership changes and the marginalization of key decision-making bodies such as the 'Gold Eagle' initiative, the technology sector is calling for the establishment of an industry-led standards body akin to FINRA, significantly increasing uncertainty around the White House’s AI regulatory strategy.
Can you really earn easy money just by securing trillion-yuan orders? This might be the biggest 'myth' in the AI industry chain!
① At present, a series of interlocking, massive long-term contracts has become the commercial linchpin sustaining the artificial intelligence boom; ② yet, one question that few may have considered is this: if this boom were to subside, would these contracts remain firmly enforceable?
AAPL, HPQ, SNDK, WDC: Gene Munster Says 'Memory Hog' AI Will Trigger a Massive 2027 Upgrade Cycle
'IRGC Claims Strike On Amazon Data Infrastructure In Bahrain' - Al Jazeera
NVIDIA's 'Underground' Battle: Why Billions of Dollars in Dark Fiber Represent a Moat Deeper Than Chips
NVIDIA is secretly investing between $5 billion and $10 billion to acquire unused dark fiber across the United States, building its own carrier-grade network with a total bandwidth of 7.6 petabits per second. This is not merely an infrastructure investment—amid continued erosion of GPU market share by custom chips from Broadcom and Marvell, NVIDIA has chosen to expand the battlefield from 'whose chip is faster' to 'who can deliver computing power directly into customers’ hands.'
After a decade of development, AMD has launched 'Helios' to directly challenge NVIDIA's dominance in AI.
AMD will launch its first rack-scale AI system, 'Helios,' this year. Microsoft has already announced its deployment, and companies such as Meta, OpenAI, and Oracle have also joined the customer list, signaling that competition in AI computing power is shifting from the chip level to the system level.
Behind AI's cash burn, Wall Street has invented a new business
Morgan Stanley is turning AI data center financing into a new asset class. By pioneering a securitization model that bundles the creditworthiness of tech giants like Google with long-term computing power contracts, its capital markets fees surged by more than 60% in the first half of this year to $2.3 billion, making it the world’s second-largest player. However, as financing extends from data centers to chips, credit risks are quietly accumulating—whether this $10 trillion boom can be sustained ultimately hinges on whether AI demand materializes.
Storage risk: Can 'long-term agreements' truly be 'implemented over the long term'?
The AI boom has spurred long-term supply contracts of unprecedented scale, linking the entire supply chain—from memory chips to cloud computing and AI hardware—through contractual agreements. Manufacturers such as Micron have used these contracts to assure investors of stable revenue, driving their share prices significantly higher this year. However, analysis shows that during the COVID-19 pandemic, similar contracts were commonly waived when supply-demand dynamics reversed, indicating that the enforceability of these agreements is far more fragile than it appears. Should AI demand cool, the 'protective effect' of these contracts could quickly evaporate.
‘Kimi Moment’ Could Actually Benefit Chipmakers? Wall Street: Jevons Paradox Is Set to Play Out Again!
① Last week, a highly competitive AI model from China across the Pacific reignited Wall Street’s debate over whether U.S. AI companies’ massive spending on storage components and computing power is justified; ② After a weekend of intense discussion, some Wall Street analysts and U.S. tech industry figures argued that the emergence of low-cost Chinese AI may not necessarily be bad news for American chip giants.
Recreating the 'DeepSeek moment'? Wall Street unanimously says Kimi K3 instead reinforces demand for computing power
Kimi K3 has once again triggered 'DeepSeek-style' concerns, leading to a decline in the U.S. semiconductor sector, but multiple Wall Street institutions believe that demand for computing power has not weakened.
NVIDIA's true rival! AMD's first rack-scale AI system, Helios, secures major client: Microsoft
① As a 'trump card' in challenging NVIDIA's dominance in the AI chip market, AMD is preparing to deliver its first rack-scale AI system, named Helios, in the second half of this year; ② On Monday, Helios’s growing client roster welcomed another heavyweight: Microsoft!
UBS Group: After a historic selloff, it’s time to gradually build positions in 'momentum stocks.'
UBS Group believes the sell-off in momentum stocks is nearing its end and expects the current downturn to bottom out by the end of July, recommending that investors gradually rebuild positions in AI and semiconductor stocks. The recent gains in cyclical sectors such as banks and industrials have been primarily driven by short-covering; if capital flows back into AI, these sectors could face downward pressure.
Iren, Hut, and NEBIUS surged across the board as NVIDIA led a massive investment push, with tech giants placing large orders for 'AI cloud' services.
The AI computing arms race is reshaping the cloud computing landscape: IREN has secured a $2.8 billion AI contract and seen its share price surge by 19%; Hut 8 has signed a 15-year lease valued at $9.8 billion, with a potential total value exceeding $50 billion; and NVIDIA has concurrently disclosed a stake of over 9% in NEBIUS. With these three catalysts converging, the neocloud sector is surging across the board—AI infrastructure spending by tech giants is rapidly spilling over, potentially opening a golden window for independent computing power operators.
Three-Step Deployment, Agent Up and Running in 30 Minutes: NVIDIA Brings AI Agents to Desktop Workstations
NVIDIA has launched the Agent Toolkit software package for its flagship workstation, DGX Station, enabling users to deploy and run AI agents locally in just three steps and approximately 30 minutes. NVIDIA has also integrated the Agent Toolkit with the Omniverse simulation platform, further expanding the application scenarios of AI agents on its workstations.
U.S. Market Close | All three major indices opened higher but closed lower; cloud service providers saw a surge in orders, with IREN surging 20% and Hut 8 rising over 10%; Chinese ADRs strengthened, with Alibaba up nearly 5%; crypto rebounded, with Circle
The S&P 500 declined 0.19% to close at 7,443.28, falling below its 50-day moving average. The semiconductor index rose 0.60%. Microsoft gained 2.15%, Apple fell 2.14%, and Tesla dropped 2.96%. The yield on the 10-year U.S. Treasury note rose 5 basis points to 4.60%. Bitcoin increased by 1.32%. WTI September crude oil futures rose 0.9% to settle at $83.23 per barrel, while Brent crude gained 1.3% to close at $89.22 per barrel.
BlackRock plans to issue over $12 billion in bonds to finance Meta's Texas data center.
① The latest reports indicate that BlackRock is planning to issue over USD 12 billion in bonds to finance Meta's data center campus in El Paso, Texas, USA; ② This financing will further fuel the surge in bond issuance this year driven by global AI infrastructure development, while the substantial debt financing continues to exert downward pressure on valuations of technology sector bonds.
40% more expensive than Rubin yet securing Microsoft's full-stack order? AMD redefines AI chip competition with 'pricing power' ahead of its product week
AMD has secured a procurement deal with Microsoft Azure for its Helios rack-scale AI system, marking a full-stack deployment integrating "GPUs, CPUs, and networking." According to research firm Futurum Group, the AMD Helios rack-scale AI system is priced between USD 5 million and USD 5.5 million—approximately 40% higher than the estimated USD 3.5 million to USD 4 million price range for NVIDIA’s Vera Rubin system. Analysts project that AMD’s GPU market share could rise from 4.5% to 20%–25%.
Jeff Bezos Backs UK Startup Racing To Fix Chip Materials