Track market-moving stories before they get noisy

A vote of confidence from the chipmaker at the heart of the AI boom has Nebius shares soaring Tuesday.

While both funds provide broad international equity access, State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM +1.19%) offers a lower expense ratio and broader diversification than iShares MSCI World ETF (URTH +1.00%).

Comparing URTH and SPGM reveals two distinct global strategies. URTH focuses exclusively on companies in developed economies, while SPGM provides all-cap exposure across both developed and emerging markets, potentially serving as a more comprehensive core holding for long-term investors seeking total market representation.

Snapshot (cost & size)MetricURTHSPGMIssueriSharesSPDRShare price$201.10 (as of 2026-07-20)$84.28 (as of 2026-07-20)Expense ratio0.24%0.09%1-yr return (as of 2026-07-20)19.50%23.10%Dividend yield1.40%1.80%Beta0.950.92AUM$8.0B$1.7BBeta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield as of the close of trading on July 20th.

SPGM is the more affordable option with a 0.09% expense ratio compared to 0.24% for URTH. Additionally, SPGM currently offers a higher payout, providing a 0.42 percentage point yield advantage over its competitor.

Performance & risk comparisonMetricURTHSPGMMax drawdown (5 yr)(26.10%)(25.90%)Growth of $1,000 over 5 years (total return)$1,703$1,688What's insideState Street SPDR Portfolio MSCI Global Stock Market ETF replicates the MSCI ACWI IMI Index, providing exposure to 2,927 holdings across developed and emerging markets. This all-cap strategy includes large, mid, and small-cap companies, which may help mitigate country-specific risks. Its largest positions include Nvidia (NVDA +1.85%) at 4.1%, Apple (AAPL +0.50%) at 3.7%, and Microsoft (MSFT 0.97%) at 2.3%. The portfolio is weighted toward technology at 31%, financial services at 17%, and industrials at 13%. It was launched in 2012. State Street SPDR Portfolio MSCI Global Stock Market ETF has paid $1.54 per share over the trailing 12 months, which on its recent ~$84.28 share price works out to a 1.80% yield.

iShares MSCI World ETF focuses on a narrower index of 1,309 companies located solely within developed global economies. This concentration results in a slightly different risk profile compared to more comprehensive global funds. Its largest positions include Nvidia at 5.2%, Apple at 4.8%, and Microsoft at 3%. The fund allocates 31% to technology, 16% to financial services, and 11% to industrials. It was launched in 2012. iShares MSCI World ETF has paid $2.84 per share over the trailing 12 months, which on its recent ~$201.10 share price works out to a 1.40% yield.

Which fund is the better buy?There’s a world of stocks to be had with both of these ETFs, but looking under the hood, there are key differences for investors to weigh.

URTH, the iShares MSCI World ETF, ignores a portion of the world, emerging markets, to focus on the developed world that generates the vast majority of stock market gains. Since the U.S. is such a significant part of the world  economy, it accounts for 72% of the holdings of URTH, with the balance in markets like Europe and developed Asian countries, primarily Japan. That also means all its top 10 holdings are U.S. stocks (which is true of its competitor here as well).

SPGM, the State Street SPDR Portfolio MSCI Global Stock Market ETF, accounts for emerging markets, which make up 6% of its portfolio, while the U.S. is 63% of holdings, with the developed world at 31%. SPGM also has exposure to small caps, which URTH doesn’t. SPGM has 5% of its portfolio in small caps, which means weightings to large and mid caps are slightly less than URTH’s.

Given the slightly different approaches to representing global equity markets, it’s no surprise there is a difference in performance. The inclusion of small caps means SPGM has captured some of the rally small cap stocks have been enjoying. Small caps are having their best year since 1991, making up for years of underperformance.

Year-to-date SPGM is 12.3%, compared to 9.9% for URTH, continuing the 1-year besting of URTH noted in the table above. Similarly, over the past three years, SPGM edges URTH 20.2% to 19.4% annualized returns. Longer term, URTH nicks the lead from SPGM by virtue of the small cap sector’s past underperformance, but the differences are only slight. Both funds have returned about 11.5% and 13.25% to investors over the 5-year and 10-year time frames.

Given SPGM also has a small maximum drawdown compared to URTH and a better dividend yield, the best way to play the world of stocks is to add SPGM to your portfolio.

For more guidance on ETF investing, check out the full guide at this link.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

There are high-yielding ETFs, and then there is the YieldMax Semiconductor Portfolio Options Income ETF (CHPY +5.27%). The fund currently offers a jaw-dropping 40% yield based on its latest weekly distribution payment and current share price, which has tumbled nearly 20% from its recent peak.

Here's a look at whether you'd be missing out by not scooping up this ultra-high-yielding ETF while it's cheaper.

Image source: Getty Images.

An introduction to CHPY The YieldMax Semiconductor Portfolio Options Income ETF is an actively managed fund with two mandates:

Generate current income: CHPY seeks to collect option premium income by selling call spreads on companies it holds. It aims to distribute this income weekly. Provide capital appreciation potential: The fund holds a focused portfolio of 15 to 30 semiconductor stocks to capture upside. The fund has achieved remarkable results with both objectives since its launch in April 2025. CHPY has made a distribution payment every week since its inception. It has grown its weekly payout from $0.362 to $0.5925 per share. However, its payout has been volatile, ranging from $0.3454 to $0.7743 per share.

Meanwhile, unlike many ultra-high-yielding ETFs, this fund has managed to grow its net asset value (NAV) per share. Despite the recent 20% drop, CHPY's share price is up over 57% since its inception. Add in the lucrative weekly options income stream, and this ETF's total return is a robust 165%.

NYSEMKT: CHPYTidal Trust II - YieldMax Semiconductor Portfolio Option Income ETF

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74.51

How CHPY delivers such robust returns The secret to CHPY's success lies in its portfolio. The ETF holds a concentrated portfolio of the largest semiconductor stocks. These companies are among the leaders in AI. For example, its top holding is Nvidia (NVDA +0.92%), which accounts for 5.9% of its net assets. Nvidia is growing briskly (85% revenue growth in its fiscal 2027 first quarter) due to robust demand for its AI chips by hyperscale data center operators. This robust growth is driving its share price up, which has surged nearly 19% over the past year. Meanwhile, other top holdings include Intel and Micron Technology, which have seen even bigger rallies of 325% and 680%, respectively. These monster gains are helping CHPY deliver meaningful NAV-per-share appreciation.

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0.92

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Semiconductor stocks are also highly volatile (nearly five times more than the S&P 500). As a result, their options have high premiums. CHPY is harvesting these high options premiums by selling call spreads (selling a call option above the underlying's current price and buying another one at an even higher price).

For example, it currently holds nearly 310,000 shares of Nvidia. It wrote 3,099 calls that expire later this week at $207.50 per share, and bought the same number of calls at $212.50 per share. With the stock currently below the written call price, this trade is on track to expire at full profit. It makes similar, repeatable trades across all its holdings, generating regular income.

Buy the 20% dip? We've seen the volatility of semiconductor stocks firsthand in recent weeks. Nvidia is currently nearly 14% below its recent high, while Micron and Intel have tumbled 27% and 30%, respectively. This decline has driven the 20% dip in CHPY's share price.

Even with a lower price, CHPY isn't for everyone. The ETF is best for investors with a very high risk tolerance who seek to capitalize on the currently high volatility in semiconductor stocks. It won't last forever, meaning CHPY's monster yield will likely trend down in the future. However, this fund has the potential to turn a small investment into a big-time income stream while offering meaningful upside. Given the risks, investors who do buy CHPY should keep their allocation small and consider reinvesting the currently lucrative weekly income stream into a lower-risk position.

Matt DiLallo has positions in Intel and Tidal Trust II-YieldMax Semiconductor Portfolio Option Income ETF and has the following options: short August 2026 $150 calls on Intel. The Motley Fool has positions in and recommends Intel, Micron Technology, and Nvidia. The Motley Fool has a disclosure policy.

IXUS offers broad, low-cost diversification across thousands of non-U.S. stocks with a higher dividend yield, while NZAC's climate-focused approach has delivered slightly better five-year returns.

Silver Range Resources Ltd (TSX-V:SNG, OTC:SLRRF, FRA:8SR) has announced that exploration at its East Goldfield property in Nevada identified two gold-bearing feeder structures that the company believes warrant further investigation, as geological mapping and a new geophysical survey continue to refine drill targets.

The company completed a three-phase sampling program using portable gas-powered diamond drills to investigate several prospective high sulphidation feeder structures, or ledges.

The shallow drilling program, with holes ranging from one to 10 metres in depth, was designed to assess the extent and character of near-surface gold mineralization identified in earlier surface chip and grab samples.

Silver Range said two of the three ledges tested were auriferous. It added that historical exploration at East Goldfield suggests significant gold mineralization on the property is likely blind, with gold-bearing ledges at surface potentially indicating mineralization at depth.

The two auriferous ledges are located between 1,000 and 1,100 metres northwest of the Tom Keane Mine exploration target. The company said that target has been defined by 18 drill holes at an average depth of 100 metres, while previous surface samples from ledges cutting the target returned gold values ranging from trace amounts to 1.83 grams per tonne.

Property-scale geological mapping completed in May identified a zone of deformation that coincides with a strong quartz-alunite alteration anomaly. Silver Range said the deformation zone appears to be an asymmetric south-dipping flower structure that likely predates lithocap formation.

The company said the inferred south-dipping root fault may have served as a conduit for mineralizing fluids and could be the source of much of the known gold mineralization on the property. It also identified residual quartz lithocap in outcrop more than 900 metres west of the Tom Keane target, which it said suggests a large exploration fairway exists south of the exposed quartz-alunite alteration.

Silver Range also announced that Big Sky Geophysics has begun a 60-kilometre three-dimensional induced polarization and resistivity survey covering the full extent of the East Goldfield property. The survey is designed to detect targets to depths of at least 500 metres with sufficient detail to define future drill targets and is expected to be completed by the end of August.

AUSTIN, Texas--(BUSINESS WIRE)--Accelsius, the leader in two-phase, direct-to-chip liquid cooling technology for AI and high-performance computing, today announced results from independent third-party benchmark testing demonstrating that two-phase direct-to-chip liquid cooling better supports NVIDIA's goal of enabling global free cooling with warm facility-water temperatures. The results show that single-phase performance at 45°C facility water can be matched by Accelsius with 54°C inlet water.

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Straight Out Of A Soap Opera: Biotech Exec Arrested After 21 Years On The Run Nebius (NBIS) stock popped on Tuesday after Nvidia (NVDA) disclosed a 9% stake in the cloud computing specialist in a regulatory filing. Nebius shares had advanced 118% in 2026 as of Monday's market close, but have pulled back sharply since mid-June along with other artificial intelligence infrastructure stocks. Nvidia, a maker of artificial intelligence accelerator chips, also is an investor…

Copyright ©2026 Investor's Business Daily, LLC. All rights reserved. 87990cbe856818d5eddac44c7b1cdeb8

Nvidia (NVDA - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this maker of graphics chips for gaming and artificial intelligence have returned -2.6%, compared to the Zacks S&P 500 composite's -0.6% change. During this period, the Zacks Semiconductor - General industry, which Nvidia falls in, has lost 6.8%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Nvidia is expected to post earnings of $2.09 per share, indicating a change of +99.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.9% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $9.09 points to a change of +90.6% from the prior year. Over the last 30 days, this estimate has changed +1.5%.

For the next fiscal year, the consensus earnings estimate of $12.56 indicates a change of +38.2% from what Nvidia is expected to report a year ago. Over the past month, the estimate has changed +3.5%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Nvidia.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Nvidia, the consensus sales estimate of $91.71 billion for the current quarter points to a year-over-year change of +96.2%. The $387.84 billion and $541.98 billion estimates for the current and next fiscal years indicate changes of +79.6% and +39.7%, respectively.

Last Reported Results and Surprise HistoryNvidia reported revenues of $81.62 billion in the last reported quarter, representing a year-over-year change of +85.2%. EPS of $1.87 for the same period compares with $0.81 a year ago.

Compared to the Zacks Consensus Estimate of $78.75 billion, the reported revenues represent a surprise of +3.63%. The EPS surprise was +5.65%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Nvidia is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Nvidia. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

Nebius stock surged on Tuesday after Nvidia disclosed a 9.3% stake in the neocloud.

The Amsterdam-based company has emerged as one of Europe's leading neoclouds providing AI compute, and has inked multiple deals with tech giants in 2026 amid massive infrastructure spending.

Shares of Nebius were up 7% in premarket trading.

The company has been one of the big beneficiaries of the AI boom, with the stock gaining nearly 250% in the past 12 months. Its market cap stood at $46 billion as of Tuesday morning.

Nebius and Nvidia have been approached for comment.

Nebius stock.

Nvidia previously announced it would invest $2 billion in the Dutch company, which is listed on the Nasdaq.

As part of the deal, the companies will collaborate on AI infrastructure deployment, fleet management, inference and AI factory design and support.

In March, Meta signed a long-term agreement to spend up to $27 billion on Nebius' AI infrastructure.

Nvidia has been building up stakes in some of the world's most promising AI companies in recent years.

The chip giant contributed $30 billion to the $110 billion funding round that OpenAI announced in March, and participated in Anthropic's $30 billion raise in February.

Freedom Capital Markets upgraded Nebius to a buy rating in a note on Monday.

The previous week, Nebius said it had raised $775 million in its first senior secured debt facility, backed by deployed GPU infrastructure and contracted cash flows from an agreement with an investment-grade customer. Freedom Capital Markets called the raise a "positive catalyst" for the company.

Rasi Bhadramani/iStock via Getty Images

Download this episode on Apple Podcasts/Spotify or listen below:

Nvidia's (NVDA) Nebius (NBIS) position. (00:15) Samsung's (SSNLF) latest weapon isn't a smartphone. (01:14) Cracker Barrel (CBRL) exits its biscuit bet. (01:58)

This is an abridged transcript.

Nebius (NBIS) is up 6% in premarket action after disclosing that Nvidia (NVDA) has taken a stake in the company.

The 9.3% stake includes the previously announced $2B investment by Nvidia, which represented 1.19M shares of Nebius that was disclosed on March 31, and 21.065M shares from an ordinary share purchase warrant acquired by Nvidia on March 11.

Nvidia cannot exercise the warrant or sell the underlying shares until September 11, 2026.

If you remember back in March we told you the $2B investment would allow the two companies to form a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market.

The Dutch AI infrastructure provider said the partnership will help it deploy more than 5 gigawatts of Nvidia systems by the end of 2030.

Samsung (SSNLF) is taking on Apple Card with its own credit card in the U.S.

It’s called the Samsung Galaxy Card and is issued by Barclays (BCS) on the Visa (V) network.

It will be integrated with Samsung Wallet, allowing customers to store it with other compatible cards, IDs, passes and digital keys.

Customers can earn 5% cash rewards on purchases made directly with Samsung (SSNLF).

Other features include 3% cash rewards on purchases made with Samsung Wallet, 2% cash rewards on various streaming services, and 1% cash rewards on all other purchases.

You can submit an application starting July 22.

Cracker Barrel Old Country Store (CBRL) said on Monday it expects to achieve or exceed the high end of its revenue range and exceed its adjusted EBITDA outlook.

The company also announced that it completed a sale-leaseback of 26 stores and divested its Maple Street Biscuit Company business.

Cracker Barrel said the sale-leaseback generated about $77M in net proceeds, which it plans to use to reduce debt.

They sold Maple Street to Biscuit Belly. The sale includes the brand and assets for 35 locations. The remaining 16 locations will close.

The company expects non-cash charges of $37M to $39M and cash charges of $6M to $8M tied to the exit.

Cracker Barrel acquired Maple Street in 2019 for $36M.

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Crude oil is up 0.3% at $82.

The FTSE 100 is up 0.2% and the DAX is up 0.3%.

One stock on the biggest movers list: Magnolia Oil & Gas (MGY) -6% - Shares slid after the company priced a public offering of 46.3M Class A shares at $23.75 per share, raising about $1.1B.

Economic calendar:

The U.S. economic calendar is light, with no major economic reports scheduled for release.

Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.

Umělá inteligence už dávno není jen příběhem o Nvidii, datových centrech a stále výkonnějších modelech. Podle AI specialisty Šimona Podhájského se investoři často příliš soustředí na samotné modely a přehlížejí oblasti, kde se bude vytvářet skutečná hodnota. V podcastu Patria Finance hovořil o budoucnosti AI agentů, investičních příležitostech i o tom, proč mohou být největším rizikem AI systémy, které začneme používat bez dostatečné kontroly.

Když se dnes mluví o umělé inteligenci, debata se často točí kolem několika známých jmen. OpenAI, Anthropic, Google, Nvidia nebo Meta představují tváře technologické revoluce, která během posledních let zásadně změnila očekávání investorů i firem. Podle Šimona Podhájského, AI inženýra ze společnosti Curebase a dlouholetého praktika v oblasti jazykových modelů, je však skutečnost mnohem složitější.

„Myslím si, že hodně lidí si myslí, že záleží jenom na tom, kdo má ty modely. A že to jsou Amerika a Čína. Já si naopak myslím, že hodně záleží na aplikační vrstvě a na těch ‚harnessech‘, tedy na tom, jak si ten model osedláme a použijeme,“ říká Podhájský. Právě způsob nasazení AI podle něj často rozhoduje více než samotná kvalita základního modelu.

AI už je dál, než si většina lidí myslí

Z pohledu technologického vývoje vidí Podhájský současný stav AI podobně jako internet na konci 90. let. „Řekl bych, že jsme někde kolem roku 1999. Už vidíme ten slib, ale současně investujeme do AI i v oblastech, které ještě nemusí být rentabilní,“ říká.

Zároveň odmítá představu, že budoucnost AI je teprve před námi. „Budoucnost už je do značné míry tady, jenom není rovnoměrně rozdělená,“ parafrázuje známý výrok Williama Gibsona. Podle něj už dnes existují firmy, které využívají AI agenty jako digitální kolegy schopné samostatně vykonávat celé pracovní procesy. Většina trhu se s těmito možnostmi teprve seznamuje.

Věří i v možnost vzniku takzvaného „one-person unicorn“, tedy miliardové firmy řízené jediným člověkem za pomoci AI. „Může se vyplnit předpověď Sama Altmana, že vznikne první jednorožec vytvořený a provozovaný jediným člověkem. Struktura firem se může výrazně změnit,“ říká Podhájský.

Velkou hodnotu vytvoří data

Přestože veřejnost často sleduje souboj největších modelů, Podhájský vidí konkurenční výhodu firem jinde. „Myslím si, že datasety a jejich kvalita jsou čím dál důležitější pro dosahování dalších úrovní modelů,“ vysvětluje. To platí nejen při samotném trénování AI, ale také při jejím nasazení ve firmách.

Podle něj dnes řada společností řeší AI dříve, než mají vyřešenou vlastní datovou infrastrukturu. „Firmy si často řeknou: všichni mají AI, musíme mít také AI. Ale přitom ještě nemají správně nastavené vlastní datové sklady nebo procesy,“ upozorňuje. Právě schopnost pracovat s unikátními daty vidí jako jeden z nejdůležitějších investičních příkopů budoucnosti. „Pokud bych hledal investiční „moat“, hledal bych firmu s vlastním datasetem, který konkurence nedokáže jednoduše replikovat,“ říká.

Software bude levnější. Ne všechny firmy to přežijí

Jedním z momentálně nejdiskutovanějších témat na trzích je dopad AI na softwarový sektor. Akcie některých tradičních softwarových firem v posledních kvartálech zaostávaly právě kvůli obavám investorů, že vývoj softwaru bude díky AI výrazně levnější. Podhájský tyto obavy do značné míry sdílí. „Myslím si, že tvorba softwaru bude čím dál levnější a že AI bude ukusovat stále větší část vývoje,“ říká.

Současně ale upozorňuje, že nejde jen o to, že si jednotlivci budou schopni vytvářet vlastní aplikace. „Větší problém je, že se zmenšuje konkurenční výhoda zavedených firem vůči novým konkurentům. Je jednodušší architektovat složité aplikace než dřív,“ vysvětluje.

Neznamená to však automatický zánik velkých softwarových společností. Jako příklad uvádí Adobe. Nevěří totiž, že by AI vedla k masovému vytváření plnohodnotných alternativ Photoshopu. „Trh podle mě Adobe podhodnocuje možná až příliš. AI sice ukusuje část jeho využití, ale neznamená to automaticky konec firmy,“ míní.

Kde leží investiční příležitosti

Přestože se Podhájský označuje za zastánce hypotézy efektivních trhů a většinu vlastních investic směřuje do ETF fondů, vidí několik oblastí, které mohou být zajímavé i pro investory. První z nich souvisí s rostoucí produkcí obsahu generovaného AI. „Soudy, grantové agentury nebo vydavatelé knih se začínají topit v množství textů generovaných umělou inteligencí,“ upozorňuje. Obrovský potenciál proto vidí v nástrojích schopných tento obsah filtrovat. „Čekám, že přijde software, který bude umět lépe rozlišit, co musí zkontrolovat člověk a co lze zpracovat automaticky,“ říká.

Ještě větší příležitost ale vidí ve vědeckém výzkumu. „Oblast, od které si slibuji výrazný posun, je automatizovaná věda,“ tvrdí. Zmiňuje přitom například český startup Theorema, který se zaměřuje na automatizaci laboratorního výzkumu. Tato oblast navazuje na úspěchy projektů typu AlphaFold, jenž dramaticky urychlil výzkum proteinových struktur. „AI bude nejúspěšnější tam, kde je jednoduché ověřit správné řešení,“ vysvětluje Podhájský.

Největší riziko? Ne Skynet, ale postupná ztráta kontroly

I když v představách lidí často převažuje hrozba AI typu Skynet, Podhájský za pravděpodobnější hrozbu považuje něco mnohem méně nápadného. „Myslím si, že AI nám ublíží tam, kde ji nasadíme a neumíme ověřit, jestli dělá správnou věc,“ říká. Jako příklad uvádí schvalování hypoték, přijímání zaměstnanců nebo vyhodnocování žádostí.

Zvláštní obavy má i z fenoménu, který označuje jako postupné vzdávání se rozhodovacích pravomocí. „Může se stát, že budeme čím dál víc delegovat ekonomicky relevantní činnosti na AI agenty a přestaneme sami rozhodovat,“ upozorňuje.

Podle něj dnes existují dva způsoby využití AI. Ten první označuje za pozitivní. „Lidé používají AI jako kognitivní multiplikátor. Zkoumají víc věcí, rychleji získávají informace a lépe přemýšlejí.“ Druhý scénář je ale problematičtější. „AI se může stát kognitivní protézou. Místo toho, abychom přemýšleli, delegujeme celé rozhodnutí na stroj,“ varuje.

AI jako nástroj, ne náhrada člověka

Přesto Podhájský zůstává v zásadě optimistou. AI používá denně a považuje ji za mimořádně užitečný nástroj. Existují však oblasti, které by stroji nesvěřil. „Nepoužil bych AI na svatební sliby,“ říká s úsměvem.

Stejně skeptický je k tomu, aby AI plánovala zásadní životní rozhodnutí. „Nepoužiju ji na tvorbu plánů toho, co chci se svým životem dělat. Ty plány, se kterými většinou přijde, jsou příliš průměrné.“

Právě zde podle něj leží hranice mezi nástrojem, který člověka posiluje, a technologií, která ho postupně zbavuje autonomie.A to může být nakonec mnohem důležitější otázka než to, který model právě vede benchmarky nebo zda Nvidia dokáže i za několik let obhájit své výjimečné marže.

Bank Earnings Are Roaring, But Wall Street Isn't Ready to CelebrateNVIDIA NASDAQ: NVDA used its 2026 SIGGRAPH Research Keynote to outline a broad push to combine computer graphics, simulation and artificial intelligence, including a new DLSS 5 technology for real-time rendering, advances in AI-assisted physics simulation and new additions to its Cosmos world foundation model platform for physical AI.

The keynote opened with NVIDIA framing computer graphics as entering “a new era,” with AI increasingly tied to rendering, simulation, robotics and digital twins. Jensen, who introduced the session, said NVIDIA’s history at SIGGRAPH has included programmable GPUs, CUDA, RTX and Omniverse, and argued that virtual worlds will be central to training robots before they operate in the real world.

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2 Quantum Stocks That Could Challenge IonQ’s Leadership“Before robots operate in the real world, they will learn in virtual worlds with synthetic experiences,” Jensen said. “That is why computer graphics matter more than ever.”

DLSS 5 Targets Real-Time Photorealism Edward Liu, NVIDIA’s Director of Applied Deep Learning Research and the technical leader behind DLSS, introduced DLSS 5, describing it as a new generation of the company’s AI rendering technology. Liu said DLSS 5 uses traditional rendering as a foundation, then applies generation to enrich the final appearance of the image in real time.

The SK Hynix IPO and 2027’s AI Memory Squeeze“The renderer keeps building the world exactly as the game has authored it,” Liu said. “The generation becomes the learned stage afterwards to enrich its appearance.”

Liu said DLSS 5 is intended to combine the controllability of rendering with the photorealistic knowledge learned by generative models. He emphasized that the technology is not designed to replace graphics pipelines, but to extend them. He described DLSS 5 as adding a third category of AI use in real-time rendering, alongside reconstruction and function approximation.

According to Liu, NVIDIA had to address three core challenges: preserving artistic intent, maintaining temporal coherence frame by frame and fitting within the tight performance budget of real-time games. He said the model uses renderer outputs and internal buffers such as albedo, surface normals and lighting information to preserve details that are important to a scene, while enhancing elements such as subsurface scattering, material response, contact shadows and environment lighting.

Liu said DLSS 5 runs causally, “one frame in, one frame out,” without looking ahead, and was distilled into a smaller one-step pixel-space diffusion transformer model focused specifically on making real-time rendering appear more realistic. He said DLSS 5 is “shipping this fall.”

Artists Get Controls Over AI-Enhanced Frames Gaff, described as a creative artist, demonstrated how developers and artists can direct DLSS 5. He said the technology respects the original rendered frame and does not change geometry, but can uplift images by improving contrast, ambient occlusion, contact shadows, reflections and subsurface scattering.

Gaff showed controls including different models, structure intensity and tone intensity. He said developers can choose different models for different scenes or cut scenes, and can use masks to apply DLSS 5 effects to specific characters, props or parts of an environment.

“DLSS 5 is fully controllable from the developer,” Gaff said, adding that NVIDIA is working with partners to incorporate feedback so the technology can serve artists, art directors and creative directors.

NVIDIA Highlights AI Physics for Simulation Neil Ashton discussed physics-based simulation and how AI could help reduce the computational cost of high-fidelity simulations. He pointed to a large climate simulation running on more than 20,000 GPUs at one-kilometer resolution and a 50 billion-cell grid, calling it an example of the accuracy possible with physics-based methods but also a reminder of their cost.

Ashton said AI models trained on simulation data are already being used in weather and climate, where they can predict future weather in seconds or minutes compared with hours or days. He said weather centers now use AI models in production, and highlighted StormScope as an advanced AI model trained on satellite and observation data for storm prediction.

He also described applying similar methods to engineering simulations, such as airflow over aircraft. Ashton said an open dataset of roughly 2,000 aircraft simulations generated about 200 terabytes of data, while the trained model checkpoint was about 200 megabytes. He said the model could predict unseen geometries or boundary conditions more than 10,000 times faster, with accuracy within about 1% or 2%.

Cosmos Platform Expands for Physical AI Ming Liu, VP of the Cosmos Lab at NVIDIA, said physical AI faces a data problem because robots need to learn from the real world, but real-world data is slow to collect. He described Cosmos as NVIDIA’s world foundation model for physical AI developers, designed to provide better data, better environments and better starting points.

Liu said Cosmos can support world understanding, prediction, simulation and action using one shared representation, based on the idea that physical AI tasks draw from the same physics. He described a mixture-of-transformers architecture with an autoregressive tower for reasoning and a diffusion tower for generation, aligning language, vision, audio and action.

Liu announced Cosmos 3 Edge, a four-billion-parameter model built to run real time on devices such as Jetson Thor, RTX and DGX Spark. He said it is intended to enable robot policy and video analytics without a round trip to a data center. NVIDIA also demonstrated a robot arm and camera connected to Jetson Thor running Cosmos 3 Edge policy for real-time control.

Liu also announced Cosmos Dreams, described as neural closed-loop simulators. The first version is designed for autonomous vehicles, generating what vehicle sensors will see based on actions taken by a policy model. In a live demo, Andy showed an autonomous driving simulation generated from a single frame and controlled with a PS5 controller, running on a single RTX 6000 Ada Generation workstation GPU.

Liu said Cosmos Dreams can be used for policy verification and training by generating scenarios that are difficult to craft in the real world. He said Cosmos is being used across NVIDIA efforts including Metropolis VSS, Isaac, Optane and GR00T, and invited developers and partners to join the Cosmos platform.

About NVIDIA (NASDAQ:NVDA)NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has become the defining name of the AI infrastructure buildout. The question dominating investor inboxes is whether the stock can punch through $300 before year-end. Our answer, based on our proprietary model, is no.

Our 24/7 Wall St. price target for NVIDIA is $258.38, implying 27.4% upside from the current price of $202.81. We rate NVDA a buy with a 90% confidence level.

Metric Value Current Price $202.81 24/7 Wall St. Price Target $258.38 Upside 27.4% Recommendation BUY Confidence Level 90% Why NVDA Cooled Off Into July NVIDIA is up 8.88% year to date and 17.38% over the past year, but shares have slipped 3.86% in the last week and sit 28% below the 52-week high of $236.26.

The pullback follows a blowout Q1 FY27 report: revenue of $81.61 billion beat estimates by 3.16% and grew 85.2% year over year, with Data Center revenue of $75.25 billion up 92%. Management guided Q2 revenue to $91 billion at the midpoint.

Reuters-cited reporting on Google promoting its TPUs and headlines about Japanese firms exploring South Korean NPU alternatives have pressured sentiment, even as Munich Re raised its NVDA position 12.5% and made it their largest holding.

The Case for $268 and Beyond Our bull case lands at $268.52 over the next twelve months, with Wall Street targets clustered around $302.31 and 58 Buy ratings against just 2 Holds and 1 Sell. The Blackwell 300 ramp, the Vera Rubin platform announcement, and multi-generation commitments from Meta, OpenAI (10GW deployment), and CoreWeave (5GW by 2030) frame a Data Center run-rate that could push forward EPS well past $8.26.

Jensen Huang described the AI factory buildout as “the largest infrastructure expansion in human history.” If China DC compute revenue returns and gross margin holds near the 75% guided level, the multiple can expand and $290 becomes reachable.

What Could Go Wrong Our bear case sits at $225.11. Risks include $119 billion in supply commitments, TSMC concentration, export restrictions that keep China DC compute at zero in guidance, and rising custom-silicon threats from Google’s TPUs and hyperscaler in-house chips.

NVDA has beaten earnings five straight quarters yet posted an average day-of reaction of -1.58%, a classic sell-the-news pattern. The recent post-earnings drawdown coincided with broad market weakness, and the $80 billion buyback authorization and dividend hike from $0.01 to $0.25 signal management’s confidence in the through-cycle earnings trajectory.

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How NVIDIA Compares to AMD and Broadcom Advanced Micro Devices (NASDAQ:AMD) is the most direct GPU competitor and just beat with 37.8% YoY revenue growth. AMD trades at a forward P/E of 69 against NVIDIA’s 23, which makes NVDA look cheap on forward earnings despite the mega-cap dampening in our model.

Broadcom (NASDAQ:AVGO) is the closest custom-silicon comp given its hyperscaler ASIC work, and it trades at a forward P/E of 20 with 47.9% quarterly revenue growth.

Company Forward P/E Quarterly Revenue Growth NVIDIA 23 85.2% AMD 69 37.8% Broadcom 20 47.9% NVDA grows fastest, prints the highest margins in the group, and trades at a forward multiple only slightly above Broadcom’s despite roughly double the growth rate.

Buy It Here, Just Not for $300 by December Our 24/7 Wall St. price target of $258.38 with a buy rating and 90% confidence reflects a straightforward view: NVIDIA remains the highest-quality way to own the AI capex cycle, but the math to $300 in six months requires multiple expansion that the market is not underwriting today.

I’d be a buyer here if Q2 FY27 guidance again lands above the $91 billion bar and China DC compute reopens. I’d stay patient if hyperscaler custom-silicon disclosures accelerate this fall.

Looking further ahead, here is where our model projects NVIDIA could trade in the coming years, assuming current growth trajectories and market conditions hold.

Year 24/7 Wall St. Price Target 2026 (year-end) $240 2027 $258 2028 $310 2029 $360 2030 $410 These projections assume NVIDIA continues executing on Blackwell, Vera Rubin, and hyperscaler partnerships. Significant upside or downside could result from a China market reopening, a breakthrough in customer custom silicon, or a broader capex pause across the top five AI buyers.

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Nvidia NVDA stock traded modestly higher on Monday, but investor attention is increasingly shifting toward the upcoming earnings season, where major technology companies are expected to provide fresh updates on artificial intelligence spending.

Shares of the AI chipmaker rose 0.93% to $204.69 on Monday, although the gain trailed the 1.8% advance in the PHLX Semiconductor Index.

Nvidia has underperformed the broader market, with the S&P 500 posting a 9% year-to-date gain against Nvidia's 8% gain.

The stock had declined 2.2% on Friday and narrowly held onto its position as the world's most valuable publicly traded company after Apple briefly overtook it by market capitalization before Nvidia regained the lead.

With Nvidia scheduled to report earnings later in the season, investors are looking to its largest customers for signals on future AI infrastructure spending.

Alphabet is set to kick off earnings for major technology companies on Wednesday, making its results an early indicator of whether hyperscalers remain committed to investing heavily in AI hardware.

AI spending outlook remains the key catalystWall Street continues to view spending plans from large technology companies as the biggest near-term catalyst for Nvidia shares.

Strong commitments to AI infrastructure could reinforce demand for Nvidia's processors, while any signs of slower capital expenditure may increase investor concerns following the recent pullback in semiconductor stocks.

KeyBanc analyst John Vinh acknowledged Nvidia's leadership position but noted that investors remain cautious about several factors affecting sentiment.

“Street sentiment on the name is mixed, while Nvidia is the clear leader in Gen ai, concerns surround delays in Vera Rubin ramp timing and increasing competitive pressures,” Vinh wrote in a research note on Sunday.

Vinh maintained an Overweight rating on Nvidia stock with a $330 price target.

Competition within the AI hardware market also continues to intensify.

Startup Etched, which develops chips designed for AI inference workloads, is reportedly preparing to quadruple its valuation to approximately $20 billion in a new funding round led by existing investor Jane Street, according to a Wall Street Journal report.

Wall Street remains constructive despite sector volatilityDespite recent volatility across semiconductor stocks, several Wall Street firms continue to express confidence in Nvidia's long-term outlook.

Oppenheimer included Nvidia and Lam Research among the largest companies featured in its latest "best of the best" momentum screen.

The firm's proprietary Momentum Overlay scoring system ranks stocks based on risk-adjusted returns over six-, nine-, and 12-month periods while excluding the most recent month.

According to Oppenheimer, companies included in the screen carry Outperform ratings and Buy trend assessments.

Morgan Stanley also described the recent semiconductor selloff as an attractive buying opportunity.

According to a CNBC report, Morgan Stanley analyst Joseph Moore said the firm's preferred AI investments remain compute-focused companies such as Nvidia and Broadcom.

While maintaining its preference for AI compute leaders, Moore also said memory stocks have become increasingly attractive following the recent correction, describing them as a “compelling entry point.”

The upcoming earnings season is expected to provide investors with greater clarity on enterprise AI demand, capital spending plans, and whether Nvidia's largest customers remain committed to expanding their AI infrastructure investments.

Those updates could play a significant role in determining the next direction for Nvidia shares.

The Vanguard Total World Stock ETF (VT +0.36%) provides exposure to global equities including the United States, while the iShares Core MSCI Emerging Markets ETF (IEMG +1.18%) targets exclusively developing economies.

Investors seeking a single-fund solution for global stock exposure often weigh these two instruments. While both cover international markets, the Vanguard fund includes a massive allocation to domestic U.S. giants. In contrast, IEMG specializes in the higher-growth, higher-volatility segment of emerging markets, providing a more targeted geographic bet for diversified portfolios that already have U.S. exposure.

Snapshot (cost & size)MetricIEMGVTIssueriSharesVanguardShare price$78.11 (as of 2026-07-16)$156.13 (as of 2026-07-16)Expense ratio0.09%0.06%1-yr return (as of July 16, 2026)31.7%22.8%Dividend yield2.3%1.6%Beta0.730.92AUM$151.5B$97.0BBeta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.

The Vanguard fund is more affordable for long-term holders with its 0.06% expense ratio. While both ETFs generate income for investors, the iShares fund offers a higher payout, currently yielding 2.3% compared to the 1.6% distribution provided by the Vanguard fund.

Performance & risk comparisonMetricIEMGVTMax drawdown (5 yr)-33.6%-26.4%Growth of $1,000 over 5 years (total return)$1,382$1,675What's insideVanguard Total World Stock ETF tracks thousands of companies across the globe, with its largest sector tilts toward technology at 31%, financial services at 16%, and industrials at 12%. Its largest positions include Nvidia Corp (NVDA +1.19%) at 4%, Apple Inc (AAPL 2.56%) at 3.6%, and Microsoft Corp (MSFT +1.96%) at 2.4%. It holds 10,048 securities in total and was launched in 2008. Vanguard Total World Stock ETF has paid $2.48 per share over the trailing 12 months, which on its recent ~$156.13 share price works out to a 1.6% yield.

iShares Core MSCI Emerging Markets ETF focuses on developing nations with heavy concentration in technology at 44%, financial services at 17%, and consumer cyclical at 8%. Its largest holdings include Taiwan Semiconductor Manufacturing at 13.2%, Samsung Electronics Ltd at 7.2%, and Sk Hynix Inc at 6.7%. It manages 2,659 holdings and was launched in 2012. iShares Core MSCI Emerging Markets ETF has paid $1.80 per share over the trailing 12 months, which on its recent ~$78.11 share price works out to a 2.3% yield.

These are both sizable funds with relatively low expenses.

If you’re looking for a one-stop-shop ETF for your portfolio, then VT, the Vanguard Total World Stock ETF, is the choice. This fund covers the world, as it names suggets, including exposure to the U.S. stock markets. Given that the U.S. is the world’s largest equity market, VT allocates 62% of its portfolio to U.S. stocks. Japan, at 6%, and Taiwan, at about 3.5%, are the next largest countries. Nearly 32% of its portfolio is in developed-world markets outside the U.S., with the balance in emerging markets.

IEMG, the iShares Emerging Markets ETF, by comparison, is 51% developed markets outside the U.S., 1% in the U.S., and 49% in emerging markets. Taiwan is the largest country represented, at 28% of the portfolio, followed by South Korea at 19%, and China at just under 19%. IEMG is actually more heavily invested in large-cap stocks despite its greater weighting in emerging markets, at 82% large caps compared to 75% for VT. That implies IEMG owns the dominant businesses in the emerging markets.

Performance-wise, each fund can claim to be better than the other, depending on what time frame you look at. IEMG has been excelling recently, up 24.4% (to 12% for VT) year-to-date and 42.2% in the past 52 weeks, compared to 24.3% for VT. IEMG is three percentage points better than VT over the 3-year time frame, with 22.6% annualized returns, while VT is better over the 5-year and 10-year look-backs, with 10.9% and 12.8% returns, respectively, compared to IEMG’s respective 7.5% and 10.1% gains.

That makes choosing between IEMG and VT a difficult one. Odds are a U.S. investor already has lots of exposure to domestic equities elsewhere in their portfolio, which means VT would be overweighting American stocks more than one may intend. Go with IEMG to get the rest of the world well represented in your portfolio.

For more guidance on ETF investing, check out the full guide at this link.

News Summary:

NVIDIA Agent Toolkit now includes NVIDIA Omniverse libraries, giving AI agents tools and skills to help software developers integrate physical AI capabilities into their existing applications.New Omniverse libraries for NVIDIA RTX sensor simulation, GPU-accelerated physics simulation and simulation-ready asset validation are openly available on GitHub.SideFX and PTC are integrating Omniverse libraries into 3D applications for physical AI, with support for cloud and local AI systems, from NVIDIA RTX Spark to NVIDIA DGX Station.New NVIDIA blueprint for integrating Omniverse libraries in Blender. LOS ANGELES, July 20, 2026 (GLOBE NEWSWIRE) -- SIGGRAPH -- NVIDIA today announced that NVIDIA Agent Toolkit now includes NVIDIA Omniverse™ libraries — a collection of software components that give AI agents tools and skills to add physical AI capabilities to existing applications and prepare 3D content for simulation.

Robots, factories and autonomous systems need to be designed, tested and trained in simulation before they operate in the real world. Preparing 3D content for simulation takes more than realistic visuals — assets need the right structure, materials, scale, labels, sensors and physical properties. With NVIDIA Omniverse libraries in NVIDIA Agent Toolkit, AI agents have the tools and skills to build workflows, inspect scenes, flag issues and prepare assets, helping developers move faster from 3D content to simulation-ready environments.

“The physical AI era will be built in simulation first,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA Agent Toolkit with Omniverse libraries brings AI agents into the 3D tools developers already use, helping build the simulation-ready worlds where robots, factories and autonomous systems are trained and tested long before they reach the real world.”

Software makers including SideFX and PTC are integrating Omniverse libraries for agent-ready sensor simulation, physics and asset validation, helping bring agentic AI into the applications and workflows developers and technical artists already use to prepare 3D content.

Omniverse Libraries Bring Physical AI Skills to NVIDIA Agent Toolkit
NVIDIA Agent Toolkit helps software makers build AI agents that connect tools, skills and data sources. Omniverse libraries extend those agents into 3D and physical AI workflows with callable tools for sensor simulation, GPU-accelerated physics and simulation-ready asset validation inside existing applications.

The new Omniverse libraries — including ovrtx, ovphysx and CAD-to-SimReady skills — are openly available on GitHub, giving AI agents tools to build workflows for inspecting scenes, testing changes and preparing 3D assets for simulation. A new blueprint for integrating Omniverse libraries in Blender is also now available on GitHub.

The libraries’ key capabilities include:

NVIDIA RTX sensor simulation: ovrtx helps applications generate camera, lidar, radar and other sensor outputs from 3D scenes, so developers and AI agents can test how physical AI systems may perceive virtual environments.Physical behavior: ovphysx uses GPU-accelerated physics to bring realistic behavior to 3D scenes using properties such as collisions, mass, friction and motion, so teams can first test how objects and systems interact in simulation.Simulation-ready 3D objects: CAD-to-SimReady skills help convert computer-aided design (CAD) data to SimReady assets built on OpenUSD, giving 3D content the properties needed for physical AI simulation and virtual testing.
Software Makers Build With Omniverse Libraries
Software makers including SideFX and PTC, as well as startups ForgeCAD, Lightwheel, Moonlake AI and Palatial, are among the first to adopt and build with Omniverse libraries, now part of NVIDIA Agent Toolkit.

SideFX is using OpenUSD workflows, as well as ovrtx and ovphysx libraries, to explore how agents can help integrate Omniverse libraries into its Houdini procedural 3D content creation workflows, giving technical artists a path to generate, test physics and prepare content for simulation.

“Procedural 3D creation is essential to building the complex, controllable worlds needed for simulation, robotics and industrial AI,” said Kim Davidson, president and CEO of SideFX. “With NVIDIA Omniverse libraries and OpenUSD, SideFX is exploring how agent-ready tools can support Houdini workflows, helping technical artists review, test and prepare procedural content for simulation while staying in control of the creative process.”

The PTC Onshape CAD and product data management (PDM) platform is using OpenUSD and ovrtx to connect cloud-native design workflows with physical simulation, helping product design content stay connected with CAD, PDM, collaboration and simulation workflows.

“Engineering teams are seeking more connected ways to design, collaborate and simulate throughout the development process,” said Neil Barua, president and CEO of PTC. “PTC’s work with NVIDIA supports that broader vision, while NVIDIA Omniverse libraries help enable simulation-ready workflows that bring validation and testing closer to where products are designed.”

On display at SIGGRAPH, “SimReady” Blender is a sample workflow built in Blender with NVIDIA Omniverse libraries and NVIDIA NemoClaw™, showing how software makers can add agent-ready simulation capabilities — including NVIDIA RTX sensor simulation, physics and validation — into existing 3D applications while keeping creators in control. This is now openly available as a blueprint for integrating Omniverse libraries in Blender.

The demo also previews how these workflows, built with Omniverse libraries as part of NVIDIA Agent Toolkit, can run locally, from compact RTX-powered systems with NVIDIA RTX Spark™ to NVIDIA GB300-powered systems with NVIDIA DGX Station™. RTX Spark systems will be available this fall from ASUS, Dell Technologies, HP, Lenovo, Microsoft Surface and MSI, with models from Acer and GIGABYTE to follow. DGX Station systems are available to order from ASUS, Dell, GIGABYTE, HP, MSI, Supermicro and Exxact.

Startups, including those part of the NVIDIA Inception program, are also using Omniverse libraries and skills to add agent-assisted asset and scene preparation workflows. Palatial is using Omniverse CAD-to-SimReady skills to automate the creation and validation of SimReady assets at scale from CAD inputs. Lightwheel is using Omniverse Content Agents powered by OpenUSD in its SimReadyGen technology to generate physically accurate SimReady assets from text prompts.

ForgeCAD and Moonlake AI are exploring agent-driven 3D content workflows that use Omniverse capabilities to help generate, augment and prepare assets for physical AI simulation.

Watch the NVIDIA keynote at SIGGRAPH. Learn more about NVIDIA Omniverse libraries and explore available samples and documentation.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Paris Fox
Corporate Communications
NVIDIA Corporation
[email protected]

Certain statements in this press release including, but not limited to, statements as to: expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DGX Station, NemoClaw, Nemotron, NVIDIA Omniverse, NVIDIA RTX and NVIDIA RTX Spark are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/1db6fb48-31e7-4ea7-8281-2713208e224e

NVIDIA Launches Omniverse Libraries, Putting AI Agents to Work Building Simulation-Ready Worlds NVIDIA today announced NVIDIA Omniverse libraries — a collection of software components that give AI...

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After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence, called Helios, to a growing list of customers that now includes Microsoft.

It's the first rival to Nvidia's wildly popular Grace Blackwell and Vera Rubin systems, and is aiming to give the world's most valuable chipmaker its first real competition in years.

Microsoft announced Monday it will use the Helios system in its data centers, joining Meta, OpenAI, Oracle and others in a race to grab as much compute as possible.

AMD will begin shipping to customers, including Microsoft, later this year.

Details about financial terms or the amount of compute capacity weren't disclosed.

"We are expanding the Azure infrastructure portfolio with AMD Helios to give customers the performance, scale and choice they need to build and run the next generation of AI applications," Microsoft CEO Satya Nadella wrote in a press release.

The new Helios system will power frontier model inference for Microsoft, its AI customers and support Azure AI services. Microsoft will also add two new computing instances run on AMD's latest "Venice" central processing units, or CPUs, one for agentic AI and data pipelines, and another for semiconductor design.

It's the continuation of a longtime partnership, with AMD chips powering Microsoft's Surface PCs and Xbox gaming consoles for many years. In 2023, Microsoft was also the first to adopt AMD's MI300X graphics processing unit, or GPU, that rivaled Nvidia's AI chips. Microsoft also deploys its own Maia chips in its data centers.

Like its peers, Microsoft needs as much compute as possible, especially as it ramps up its own model development and allocates more computing capacity to research and development. In June, it announced seven models built in-house. Microsoft's AI efforts thus far have seen mixed results, from its 365 Copilot AI assistant to its GitHub Copilot coding agent. It's the worst-performing "Magnificent Seven" stock so far this year.

Microsoft is part of a growing number of big companies turning to AMD for AI acceleration. AMD says eight of the top 10 AI companies run workloads on its Instinct GPUs, including OpenAI, Cohere and Elon Musk's SpaceXAI, which is part of SpaceX.

In February, Meta announced it'll use up to 6 gigawatts of AMD GPUs over time, starting with 1 gigawatt deployed on Helios racks later this year. OpenAI and Oracle also made major commitments to deploy Helios this year, with India's largest IT company, Tata Consultancy Services, committing to use it as well.

CNBC got the world's first detailed look inside a Helios system, from the Texas data center lab where it's being developed and tested.

'Lowest cost per token'Named for an ancient Greek god who pulls the sun across the sky with the help of four horses, Helios brings together four things AMD does in-house: GPUs, CPUs, networking and software.

"We're very focused on providing the best total cost of ownership, the lowest cost per token, all in," data center head Forrest Norrod told CNBC about AMD's first-generation system. "And our customers are telling us that we're achieving that."

In May, AMD CEO Lisa Su told CNBC's Jim Cramer that Helios has "significant benefits" over Nvidia's rack-scale systems, "when you're talking about inference and when you're talking about memory bandwidth and memory capabilities."

While AMD wouldn't comment on cost, the Futurum Group estimates Helios will cost between $5 million and $5.5 million. That's compared with Futurum estimates of $3.5 million to $4 million for Nvidia's second-generation rack-scale system, Vera Rubin.

At up to 7,000 pounds, Helios is also wider and heavier than Nvidia's Vera Rubin.

Nvidia controls more than 95% of the data center GPU market, according to the Futurum Group. AMD only holds some 4.5% of the market, but Helios could change that.

"I think there's a serious case in which AMD does great and can get to 20% and 25%. And by the way, this is hundreds of billions of dollars of revenue," said Daniel Newman, analyst and CEO of the Futurum Group.

Read more CNBC tech newsElon Musk's Memphis AI empire is the epicenter of the data center backlashChinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, AnthropicSpaceX stock falls after Starship test flight abortedMicrosoft's Nadella criticizes Anthropic's Fable for being 'editorially controlled'In the first quarter of 2026, data centers made up the majority of AMD's revenue, up 57% year over year. AMD told CNBC that it plans to book tens of billions in data center AI revenue starting in 2027, the majority coming from Helios.

In data center CPU market share, Intel remains the clear leader, but AMD has steadily been gaining ground. This CPU leadership sets AMD apart from Nvidia, which launched its first server CPU in 2021 and shifted strategies to renew focus on the chips this year.

'A very different AMD'Norrod called Helios "our baby," as he showed CNBC the system's core chips. Each of its 18 compute trays has four Instinct GPUs powered by a single EPYC central processing unit.

It was these EPYC data center CPUs that helped AMD regain a decade of lost leadership in the data center market.

In 2003, AMD had a groundbreaking data center CPU that helped it rapidly gain nearly a quarter of the market, but that slice withered away following a series of delays and missteps that led to major layoffs and shrinking revenue by the time Su took the helm.

"Under Lisa's leadership for the last 12 years, it's been a very different AMD," Norrod said.

Things turned around after the company unveiled the first EPYC server CPU on stage in 2017.

"One of the things that we did is we laid out our road map in detail for three generations, which is very unusual," he said. "And we delivered exactly what we said."

Part of AMD's road map included plans to launch Helios with the current MI400 series of GPU.

Each Helios tray also has up to 12 networking chips made with technology AMD acquired when it bought Pensando in 2022.

It was one of several acquisitions that has helped enable Helios development in the last few years.

AMD's largest purchase to date was programmable chip company Xilinx for nearly $50 billion in 2022. AMD also acquired server maker ZT systems for nearly $5 billion in 2025, and a series of software companies that helped it develop ROCm, its open-source alternative to Nvidia's widely adopted CUDA software ecosystem.

Counterpoint Research analyst Neil Shah said AMD's Helios chips are "on par" with Nvidia GPUs and CPUs, but the "secret sauce is in the software and optimization."

"With CUDA, I think Nvidia has a bigger ecosystem, and it's quite ahead versus AMD," he said.

With Helios, AMD has the opportunity to make substantial strides, depending on how well early deployments fare.

— CNBC's Jordan Novet contributed to this report.

ATLANTA--(BUSINESS WIRE)---- $QMLS #NASDAQ--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced the purchase of 1,632 NVIDIA Blackwell B300 GPUs to meet accelerating customer demand for high-performance AI compute. The GPUs will be delivered across 204 NVIDIA HGX B300 systems and represent one of the company's largest single capacity expansions to date. The purchase was funded primarily through financing arrangements with Technology Finance Corporat.

Beam Wealth Advisors Inc. lessened its position in shares of NVIDIA Corporation (NASDAQ: NVDA) by 21.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 49,363 shares of the computer hardware maker's stock after selling 13,534 shares during the quarter. NVIDIA makes up approximately 2.1% of

After being the most valuable company in the world for years, Apple (AAPL +0.26%) was kicked down to second place and even third place by Nvidia and Microsoft over the past two years.

But after languishing in market underperformance last year, it's suddenly become a hot stock again. Investor sentiment has taken a positive turn as iPhone sales soar and Apple makes moves to stay dominant in its space, and it's just a hairsbreadth away from reclaiming the title of most valuable company in the world. In fact, it could reach it as you read this.

Image source: Apple.

As of this writing, Apple has a market cap of $4.89 trillion vs. Nvidia's $4.91 trillion, a difference that normally wouldn't even show up with rounding. The gap has been narrowing, with Apple stock up 12% over the past month, while Nvidia stock is down 4%. To get back up on top, Apple stock needs to gain less than 1%. If current market sentiment persists, it's going to happen quickly.

Why Apple is up -- and why Nvidia is down The market is prizing Apple's safety and model right now. The artificial intelligence (AI) landscape is changing by the minute, and the market has been worried about gargantuan hyperscaler AI spend. Apple has largely stayed out of it, focusing on its hardware and making deals with AI companies to bring Apple Intelligence to life.

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At the same time, the market is worried about how Nvidia is going to fare as AI continues to change, especially because a lot of growth has already been built into its stock price.

What happens next? Market sentiment is fickle, but Apple has proved itself many times over the decades, and it's proving itself once again.

Jennifer Saibil has positions in Apple. The Motley Fool has positions in and recommends Apple, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.

Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) has maintained its 2026 production guidance after gold output from Zimbabwe’s Blanket Mine rose 18% quarter on quarter to 17,360 ounces.

The improvement from 14,767 ounces in the first quarter reflected better access to higher-grade mining areas. Average grades delivered to the plant increased to 2.88 grams per tonne during the quarter and reached 3.05g/t in July to date.

Caledonia reiterated full-year guidance of 72,000 to 76,500 ounces, with production expected to remain weighted towards the second half. Second-quarter output was below last year’s record comparative, which benefited from exceptional grades.

Chief executive Mark Learmonth said measures to restore access to higher-grade ore were “gaining traction”, with grades now tracking at around 3g/t.

Further output growth is expected from a seven-day working week, which is adding roughly 200 tonnes of ore processing capacity per day, and an elution plant upgrade due to process stockpiled carbon from September.

Google is escalating its campaign to break Nvidia Corp's (NASDAQ:NVDA, XETRA:NVD) grip on artificial intelligence chips, deploying creative dealmaking to push its Tensor Processing Units (TPUs) into the wider market.

The strategy, detailed in exclusive reporting by The Information's Amir Efrati, targets the "neo-clouds": specialised GPU cloud providers, many of which began life as cryptocurrency miners.

Hundreds of these firms exist, but only about half a dozen matter, and Alphabet Inc (NASDAQ:GOOG)-owned Google has been in talks with them about adding TPUs to their offerings.

The pitch is diversification, freeing these providers from total dependence on Nvidia, alongside a technical argument that TPU designs have remained stable while Nvidia's architecture changes radically with each generation.

Those frequent shifts create genuine installation headaches for the data centre operators tasked with deploying them.

Financial firepower

The competition is increasingly being fought with balance sheets rather than benchmarks.

Nvidia has long used its financial muscle to support its largest customers, and Google is now considering matching that approach by offering backstop deals to lenders.

Under these arrangements, Google would guarantee payments if businesses that borrow to buy TPUs cannot find renters or buyers for the chips.

Google holds a structural advantage here: unused TPUs can simply be absorbed into its own cloud operations, whereas Nvidia lacks a cloud business of comparable scale to soak up stranded hardware.

A joint venture with Blackstone to build a TPU-based cloud provider extends the same logic.

The friction is already visible, with reports suggesting Nvidia became aware of Google's discussions with neo-cloud provider Nscale and may have offered additional incentives to discourage TPU adoption, though Nscale has said on the record that this is not its position.

Jensen Huang is said to monitor Google's chip programme closely and regards the company as a significant competitive threat.

An awkward embrace

The rivalry is complicated by mutual dependence.

Google remains one of Nvidia's largest customers, buying GPUs at scale for a cloud business that serves external clients, and it currently needs Nvidia's supply as much as Nvidia needs its custom.

Meanwhile, the external TPU business is gaining real traction, with Anthropic, Apple and Meta among the clients, and Meta emerging as a significant customer.

The next constraint is manufacturing, since TSMC is the bottleneck through which all chip ambitions must pass, and Google secures its capacity via Broadcom as intermediary.

Allocations for 2027 production are being determined now, and the capacity Google wins will indicate how seriously TSMC takes the TPU business against competing demands from Nvidia and others.

The stakes extend beyond chips: with gigawatt data centres costing $50 billion to $60 billion and rising, the companies able to guarantee that spending will shape the infrastructure of the entire AI economy.

Obchodní aktivita amerických politiků je investory dlouhodobě bedlivě sledovaná. V minulých letech byly pod drobnohledem především investiční kroky bývalé šéfky Sněmovny reprezentantů Nancy Pelosiové (a jejího manžela), od návratu Donalda Trumpa do Bílého domu se pak více pozornosti upřelo právě na něj. Americký prezident v posledním majetkovém přiznání zveřejnil tisíce transakcí uskutečněných prostřednictvím svěřenského fondu. Server Benzinga se podíval na portfolia obou politiků a našel v nich hned desítku shodných titulů.

Společným jmenovatelem většiny shodných pozic jsou technologické firmy a společnosti profitující z rozvoje umělé inteligence. Na seznamu tak figurují jak zástupci Magnificent Seven, tak ale třeba i méně tradiční sázky typu Tempus AI či energetická skupina Vistra.

Mezi nejčerstvějšími přírůstky v portfoliu rodiny Pelosiových jsou Uber a Intel. Paul Pelosi podle zveřejněných dokumentů nakoupil dlouhodobé call opce na obě společnosti s expirací v příštím roce. Trumpův svěřenský fond mezitím letos u obou titulů vykázal kombinaci nákupů i prodejů, přičemž převažovaly nákupní transakce.

Výrazný překryv pak lze zpozorovat u největších technologických společností. Pelosiovi dlouhodobě drží expozici vůči Alphabetu, Nvidii, Applu, Amazonu a Broadcomu, často prostřednictvím opcí, které byly následně převedeny na akcie. Trumpův fond zase během letoška uskutečnil u těchto jmen desítky obchodů, přičemž některé transakce byly v řádu milionů dolarů.

Zvláštní pozornost pak poutá Nvidia, která se stala jedním z hlavních symbolů boomu umělé inteligence. Pelosiovi v posledních letech opakovaně navyšovali svou expozici vůči nejhodnotnější veřejně obchodované společnosti na světě, zatímco Trumpův fond patří mezi nejaktivnější obchodníky s tímto titulem, odhalila analýza serveru Benzinga.

Kromě zavedených technologických gigantů spojuje obě portfolia také orientace na perspektivní segmenty. Zde můžeme zařadit Tempus AI, jež využívá umělou inteligenci ve zdravotnictví, nebo velkého hráče v oblasti kybernetické bezpečnosti Palo Alto Networks. Dalším méně očekávaným jménem je pak energetická společnost Vistra, kterou investoři často vnímají jako nepřímou sázku na rostoucí spotřebu elektřiny datových center.

Deset akcií, které se letos objevily v portfoliích Pelosiové a Trumpa:

Uber Technologies
Intel
Alphabet
Nvidia
Tempus AI
Vistra
Apple
Amazon
Broadcom
Palo Alto Networks

Odlišné investiční přístupy

Benzinga si také všímá toho, že i přes shodu u některých titulů se styl obou táborů výrazně liší. Paul Pelosi je známý využíváním dlouhodobých call opcí, které následně převádí na akcie. Jeho strategie se soustředí především na velké technologické společnosti a strukturální růstové trendy.

To Trumpův svěřenský fond naopak podle zveřejněných údajů realizoval během let 2025 a 2026 desetitisíce transakcí napříč řadou sektorů. Přesto i zde dominují velké americké společnosti a zejména technologické tituly, které tvoří významnou část nejaktivněji obchodovaných pozic.