TCW Artificial Intelligence ETF (AIFD) News

Orders booked through year-end and production lines operating on two shifts: Chip overheating drives liquid cooling into the "must-have" era

1. Current orders for liquid cooling equipment are generally scheduled through the end of this year, with the CDU segment experiencing the tightest capacity; 2. NVIDIA's Vera Rubin platform has established a fanless, all-liquid cooling architecture, raising the expected penetration rate of liquid cooling solutions in AI chips to 53%; 3. Domestic quick-connect fittings have entered the NVIDIA Rubin ecosystem, and orders for liquid cooling pumps and related equipment are beginning to materialize, although significant gaps remain compared to overseas counterparts in fluorinated fluids and microchannel cold plates.

cls.cn19:13

Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat

The Future Fund Managing Partner Gary Black said he has always believed Tesla Inc. (NASDAQ:TSLA) would "solve for unsupervised autonomy" with its Cybercab launch and flagged rising competition and

Benzinga16:43

David Sacks Says AI Debate Is Shifting From 'Doomers' to Open Vs. Closed Models

Former White House AI and crypto czar David Sacks said the political debate over artificial intelligence (AI) is shifting from whether to accelerate or slow AI development to whether the technology

Benzinga15:29

Anthropic's $2 Trillion IPO Approaches: The Companies Poised to Benefit

Anthropic, the creator of Claude, the popular AI chatbot, is set to launch its IPO in the coming weeks. As part of this process, it is expected to launch its prospectus as early as next week. This

Benzinga05:33

Michael Dell's Net Worth Up $110 Billion So Far 2026: Why the Surge May Continue

Michael Dell's net worth has jumped by over $110 billion this year, helped by the ongoing artificial intelligence boom that has pushed Dell Technologies (NYSE:DELL) stock to a record high. Bloomberg

Benzinga04:40

Elon Musk Says Chess Will Be 'Fully Solved' One Day — Chess.com Fires Back With a Brutal Two-Word Roast

Elon Musk predicted that chess "will be fully solved one day," arguing its enormous decision tree overstates how many moves are worth considering, prompting Chess.com to fire back with a two-word

Benzinga04:00

BlackRock's IBIT Leads a Surge in ETF Inflows

American investors are rotating back into Bitcoin (CRYPTO: BTC) as US public debt surges and key artificial intelligence (AI) stocks like Nvidia (NASDAQ:NVDA) and Micron (NASDAQ:MU) waver. This

Benzinga02:50

Venice Token, Near Protocol, Worldcoin Tokens Jump as AI Tailwinds Rise

Artificial intelligence (AI) linked tokens are leading gains across the crypto market as the sector rides a wave of positive catalysts, chief among them the anticipated Anthropic IPO. Venice Token (

Benzinga02:20

Notable Tech Headlines for the Week: Nvidia, Dell, Broadcom in Focus

Seeking AlphaSep 5 22:05

Earnings Scoreboard: 7 of 8 Key S&P 500 Reporting Firms Top EPS Estimates as All 8 Post Y/Y Profit Growth

Seeking AlphaSep 5 21:35

LULU, AVGO, DELL, SNOW, GOOGL: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks during the week (Aug. 31 to Sept. 4) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news

BenzingaSep 5 21:25

Benzinga Bulls and Bears: Palo Alto, Ciena, Lululemon

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.U.S. stocks finished the week with mixed results as investors

BenzingaSep 5 20:01

Weekend Reading | Berkshire Hathaway CEO Greg Abel’s Latest Interview: First Detailed Account of the $10 Billion Increase in Google Stake, Responses to Soaring Japanese Government Bond Yields, and Investments in the Five Major Trading Houses

The discussion also covered the strategic partnership between Berkshire and Tokio Marine, growth opportunities in data centers, and other topics.

Smart InvestorSep 5 14:33

Musk Warns of AI Power Shortfall! Global Surge in Grid Construction Sparks Investment Opportunities in Computing-Power Synergy

The rapid development of AI is driving unprecedented electricity demand, making the urgent expansion and upgrading of global power grids imperative.

cls.cnSep 5 13:33

Timeline for "largest IPO in history" changes; Anthropic reportedly to start roadshow as early as mid-October

Anthropic is expected to begin marketing its initial public offering (IPO) as early as mid-October, with the listing scheduled to be completed a few days before the U.S. midterm elections in November.

cls.cnSep 5 09:39

Express News | According to reports, Anthropic is expected to file its IPO prospectus in late September and could begin its IPO roadshow as early as mid-October.

BreakingsSep 5 06:47

Non-farm payrolls data rattled the broader U.S. stock market, yet AI hardware stocks surged against the trend. The semiconductor index rose more than 3%, with SanDisk jumping 12%.

The prospect of Federal Reserve rate hikes has weighed on overall valuations and certain software growth stocks, while the industrial logic underpinning demand for AI computing power, storage, and data center interconnectivity remains intact despite interest rate expectations. SK Hynix, a memory chip manufacturer, closed up more than 8%, and Coherent, an optical communications company, rose 6.6%. Market participants noted that the strong performance of chip stocks on Friday had "nothing to do" with the non-farm payrolls data, but was instead driven primarily by the ongoing sector rotation between semiconductors and software.

wallstreetcnSep 5 06:13

U.S. Stock Market Close | Non-farm payrolls weigh on indices; Philadelphia Semiconductor Index rises 3% against the trend; AI trades become a safe haven for capital, with SanDisk surging 12%, Micron Technology up over 6%, and Bloom Energy up over 7%; Gold

The three major indices ended their two-day winning streak. The S&P 500 fell 0.38%, and the Dow Jones Industrial Average dropped 0.51%. The Philadelphia Semiconductor Index rose 3.37%, with none of its 30 component stocks declining. Marvell Technology, an optical communications stock, surged 7.05%, while Corning gained 5.67%. Memory chip maker SanDisk jumped 11.90%. WTI crude oil dipped to $88.72 per barrel during intraday trading, marking a decline of over 2.5% for the day, before recovering nearly all of its losses. The yield on the 2-year Treasury note rose by 3.4 basis points, reaching an intraday high of 4.416%, the highest level since January 2025.

wallstreetcnSep 5 06:09

S&P Global Ratings has rarely sounded the alarm on credit risks in AI infrastructure: as a $7 trillion capital expenditure black hole looms, the debt sustainability of tech giants is being called into question.

S&P Global Ratings has issued a systemic warning to AI cloud giants: capital expenditures by the six major cloud providers could exceed $7 trillion by 2030, yet none have disclosed quantified returns on AI investment. The report highlights that Amazon faces the risk of losing its AA rating, while a downgrade for Oracle would push it directly into junk status.

wallstreetcnSep 5 06:00

The U.S. August employment report exceeded expectations, strengthening speculation of a rate hike at the September FOMC meeting and driving a rebound in the dollar to 156.75 yen/$1.1585.

[London Market Overview] In the London foreign exchange market on the 4th, the USD/JPY pair retreated. The intraday momentum reversed the previous days’ USD-selling and JPY-buying trends, pushing the rate temporarily as high as 156.58 yen. However, due to a lack of fresh catalysts, the pair gave back some of its gains and slowed to 156.28 yen. The EUR/USD fell from $1.1625 to $1.1617 amid dollar buy-backs but subsequently resisted further declines. The EUR/JPY followed the USD/JPY, rising from 181.59 yen to 181.95 yen before trimming those gains.

Fisco JapanSep 5 05:28