Virtus Silvant Growth Opportunities ETF (VGRO)
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Virtus Silvant Growth Opportunities ETF (VGRO) News
NVIDIA is set to appear at the Goldman Sachs Communications and Technology Conference on Thursday, with markets closely monitoring these key issues.
① NVIDIA will participate in the Goldman Sachs Communications and Technology Conference on September 10, where its executive team is expected to discuss corporate strategy, market demand, and financial outlook; ② The industry is closely watching NVIDIA's views on the mass production of Vera Rubin, its CPU business, memory supply, and U.S. chip export control policies; ③ Market participants anticipate that NVIDIA's stock price may rise significantly in the following days.
Citi TMT Conference: NPO Takes the Lead, CPO Bottleneck Lies in Testing, Optical Interconnects Are the "Next HBM"
Citi documented key takeaways from its interview with Lightmatter’s management. Management indicated that Near-Packaging Optics (NPO) will enter the market in 2027 and achieve widespread adoption by 2028, while the timeline for the large-scale deployment of Co-Packaged Optics (CPO) remains unchanged at 2028–2029.
The True Significance of GPT-6 Astra: Shifting the “AI Narrative” from “Demand Debates” back to “Physical Bottlenecks”
Morgan Stanley believes that the release of GPT-6 Astra will shift the focus of the AI narrative from “whether demand is excessive” to “whether physical supply can keep pace.” The leap in capabilities brought by Astra will trigger more AI revenue scenarios. However, shortages of ABF substrates, manufacturing bottlenecks for HBM4E, and a 38-gigawatt power gap are the hard constraints truly limiting the realization of AI dividends. The firm recommends the following priority order: AI computing power as the top priority, followed by networking; selective allocation for memory; and analog chips as an early-cycle hedge.
F-Stars: Shares continue to surge as the company launches its Water-Cooled GPU Container DC-PKG service.
Shares continued to rise sharply. NTTPC Communications and Getworks have announced the launch of "Water-Cooled GPU Container DC-PKG," a bundled solution that combines containerized data centers, NVIDIA accelerated computing servers, integrated monitoring tools, and monitoring and operational support services. The service will commence on September 8. This initiative aims to address the growing number of companies seeking to leverage AI but facing challenges in establishing infrastructure and operational frameworks.
New CEO’s Debut and Foldable Screen Unveiled: A Guide to the Key Highlights of Apple’s 1:00 AM Launch Event
Tonight's Apple event marks the debut of new CEO Ternus, with three key highlights: the first foldable iPhone will have a starting price of approximately USD 2,099 (around RMB 14,085), making it the most expensive iPhone in Apple's history; the Pro series is expected to see a price increase of USD 150 to 200 due to surging memory costs; and the standard iPhone 18 will be delayed until spring 2027, breaking Apple's decade-long release convention. Additionally, Apple Intelligence may officially launch in China.
UBS Group: The chip boom trend remains unchanged; memory shortages are expected to persist until next year!
① UBS Group reported that global chip sales fell 9.8% month-on-month in July, mainly due to fluctuations in memory shipments; ② The bank expects global semiconductor revenue to reach $1.63 trillion in 2026, an 118% increase from 2025, and predicts this growth cycle will last at least until 2028.
If You Invested $100 In GE Aerospace Stock 5 Years Ago, You Would Have This Much Today
GE Aerospace (NYSE:GE) has outperformed the market over the past 5 years by 27.41% on an annualized basis producing an average annual return of 38.8%. Currently, GE Aerospace has a market
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Set Date Fund Name Management Company Investment Target Region Investment Target Assets--------------------------------------------------------------------------9/10 SMBC Prime Japanese Short-Term
U.S. Stock Market Close | Amgen's sharp decline drags the Dow Jones down over 1%; AI stocks surge against the trend, with CRWV and LITE jumping 11%, while Intel and BE rise more than 9%; gold falls for the third consecutive session, oil prices approach $1
The S&P 500 Index fell 0.58%, while a sharp 10% drop in Amgen dragged the Dow Jones Industrial Average down by 1.18%. In contrast, the Philadelphia Semiconductor Index rose more than 1% for the day. Optical networking stocks posted the strongest gains: Lumentum surged 11.04% to $978.54, Corning rose 7.58% to $165.99, Coherent gained 7.10% to $301.88, and Applied Optoelectronics advanced 5.70% to $111.55.
What is the story behind Apple's foldable smartphone, rumored to cost no less than $2,000?
① Gurman revealed that Apple formally advanced its foldable iPhone project around 2020, as Tim Cook insisted on initiating the project after observing the market success of Huawei and Samsung products in Asia; ② Due to memory shortages and cost overruns, Apple is considering raising the starting price from the initially planned $1,999 to $2,199, with the top-tier model potentially approaching $3,000.
Is AI computing power perpetually insufficient? IREN CEO: Supply curve struggles to keep up with demand
① The CEO of IREN stated that global computing power supply may never keep pace with AI demand, noting that the current boom in AI data center construction differs fundamentally from past investment cycles; ② IREN has transformed from a cryptocurrency mining company into a new cloud computing firm backed by NVIDIA, raising approximately $19 billion over the past 12 months for AI infrastructure development.
Amid escalating tensions between the U.S. and Iran, crude oil prices continued to rise, halting the dollar's decline, while the yen remained firm on speculation of accelerated rate hikes by the Bank of Japan; USD/JPY moved from 154.40 yen to 153.46 yen.
[London Market Overview] In the London foreign exchange market on the 8th, the USD/JPY pair traded in a narrow range. The yen initially strengthened on expectations of accelerated monetary tightening by the Bank of Japan, with the pair falling to as low as 153.73 yen. However, supported by firm crude oil prices and U.S. long-term interest rates, the dollar recovered, pushing the pair up to 154.28 yen. The EUR/USD fell to $1.1608 amid dollar buy-backs but rebounded to $1.1616 as dollar buying subsided. The EUR/JPY followed the USD/JPY trend, moving from 177.86 yen to 179.44 yen despite downward pressure.
OpenAI’s enterprise business shows “strong momentum,” with CFO reporting a 32% month-on-month growth in July
OpenAI's enterprise business growth momentum is accelerating further. According to CNBC, OpenAI Chief Financial Officer Sarah Friar stated at a Goldman Sachs conference that the company's enterprise business has recently performed "very strongly." She revealed that OpenAI's overall annualized revenue run rate increased by 20% month-on-month from June to July, with the enterprise business growing by 32% month-on-month in July. Friar noted that while OpenAI's consumer business is also growing at a "quite robust pace," the performance of the enterprise business is more prominent. Enterprise customers are becoming an important driver of OpenAI's commercial expansion.
U.S. stock markets extend losses amid concerns over rising oil prices due to worsening tensions with Iran (8th)
U.S. stock markets continued their decline. The Dow Jones Industrial Average closed down $628.18 at $52,786.07, while the Nasdaq Composite ended 85.58 points lower at 26,421.41. Supported by the technology sector, indices traded mixed after the open. However, escalating tit-for-tat attacks involving Iran drove up crude oil prices, sparking fears of a resurgence in inflation and triggering a sell-off. Rising long-term interest rates further accelerated the selling pressure, causing losses to widen toward the close. By sector, automotive and auto parts, as well as energy stocks, rose, while consumer...
Tesla Cybercab Could Beat Waymo on Cost by Up to 30 Cents A Mile, Goldman Says
Tesla (NASDAQ:TSLA) could operate its Cybercab for up to 30 cents per mile less than rival autonomous vehicles if it hits its targeted production costs, according to Goldman Sachs.Goldman analysts
$100 Invested In NVIDIA 10 Years Ago Would Be Worth This Much Today
NVIDIA (NASDAQ:NVDA) has outperformed the market over the past 10 years by 51.5% on an annualized basis producing an average annual return of 65.14%. Currently, NVIDIA has a market capitalization of $
OpenAI Releases ChatGPT Images 2.5: Generation Speed Increased by Up to 50%, AI-Powered Editing Offers Precise Control
The new Sketch feature enables AI to generate complete images from sketches drawn directly by users in ChatGPT. New templates help users quickly create common visual content, such as posters and product images. Users can add comments directly on images and circle areas requiring modification, allowing the AI to alter only specified sections without the need to repeatedly rewrite prompts. OpenAI has also launched the GPT-Image-2.5 Flare and GPT-Image-2.5 Sunburst API models for developers; the former prioritizes speed, while the latter targets professional creative workflows.
Express News | Meta Launches AI Assistant for Personal Task and Schedule Management
Meta Platforms has unveiled Muse, a new artificial intelligence agent designed to perform various tasks on behalf of users. Muse can help automate activities such as online shopping, purchasing movie tickets, scheduling appointments, and filling out forms, and will initially be available to users in the United States. Meta aims to eventually offer Muse to the billions of users across its social media platforms, including Instagram, Facebook, and WhatsApp, with both free and paid versions available.
Google partners with Nevoya to deploy 25 electric heavy-duty trucks in Texas, driving the expansion of the zero-emission freight market.
Google announced a collaboration with Nevoya and the Center for Green Market Activation to deploy 25 battery-electric semi-trucks and supporting charging infrastructure on an all-electric transport corridor between Houston and Dallas in Texas. Google will secure the corresponding environmental benefits by purchasing Environmental Attribute Certificates (EACs).
'Anthropic Is Severing Ties With Information Technology Industry Council Over Legislation That Would Curb Foreign Access To U.S. Chips' - Axios
'Anthropic Is Severing Ties With Information Technology Industry Council Over Legislation That Would Curb Foreign Access To U.S. Chips' -