Market Quality Repricing Underway
High-quality mega-cap software, healthcare tech, and premium SaaS names (EPAM, CSGP, PODD, BSX, WDAY) are down sharply YTD in risk-off rotation. Investors are shifting into cheaper single names and dividend stocks while questioning AI capex durability. Gap between Mag 7 and broader market is creating dispersion trade opportunity.
R- CNBC Top NewsChinese companies are ramping up homegrown AI chips, even if Nvidia is coming back
Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.
35m ago - PR Newswire FinancialFormer Meta Executive Bar Clara Mendez McConnon Appointed CEO and Managing Partner of Value Gateway Capital Partners
HOLON, Israel, May 14, 2026 /PRNewswire/ -- Bar Clara Mendez McConnon, who recently held a senior management position at Meta's Global Business Group, has been appointed CEO and Partner at Value Gateway Capital Partners, the new international arm of alternative investment house Value...
35m ago - CNBC Top NewsUBS hikes Nvidia price target, sees strong earnings report ahead
The investment bank has a buy rating on the semiconductor name.
1h ago - MarketWatchNvidia moves one step closer to a breakthrough on Chinese exports after reaching another milestone
Nvidia’s chief executive Jensen Huang has been lobbying for a long time for the ability to export advanced semiconductor chips to China in the face of opposition from both Washington and Beijing. It appears a breakthrough might have been made.
2h ago - CNBC Top NewsNvidia's Jensen Huang on China trip: ‘President Trump asked me to come’
U.S. President Donald Trump on Wednesday landed in Beijing for the high-stakes summit with China.
2h ago - CNBC Top NewsTrump-Xi summit revives China tech rally hopes as U.S. reportedly clears Nvidia H200 sales
Market watchers are betting that the Trump-Xi summit could extend trade truce and lift Chinese equities.
4h ago - BloombergNvidia Partner Hon Hai Profit Jumps After AI Fuels Server Sales
Nvidia Corp.’s major server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly profit, highlighting sustained spending on hardware essential for AI.
5h ago - CNBC Top NewsU.S. clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough
Before U.S. export curbs tightened, Nvidia commanded about 95% of China's advanced chip market.
5h ago
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Tracking AI infrastructure capex — hyperscaler spend, data center buildouts, memory demand and the margin compression risk.