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Showing 1 - 10 of 67 results for "NVIDIA"

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... under US$2 trillion, which is less than half the market capitalisation of some of the largest listed equities globally. Nvidia just by itself has a market capitalisation of US$4.8 trillion. Cunningham on the other hand sees a gradual wind down of some ...

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... Anthropic sit atop a broader ecosystem of companies supplying the chips, data centres and cloud infrastructure that power them. Nvidia chief executive Jensen Huang describes the AI value chain as a five-layered cake. At its base is energy, the electricity ...

Vanguard launches four new funds

ELIZA BAVIN  |  THURSDAY, 26 MAR 2026
... approximately 300 stocks across more than 20 countries. The funds will have exposure to leading technology companies such as NVIDIA, Apple, Microsoft, Taiwan Semiconductor Manufacturing Company and ASML Holding. The new international high-yield funds ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
... 25-35 growth companies around the world, primarily in North America and Europe. Its top holdings as at February end were NVIDIA, Alphabet, Broadcom and Microsoft; at that time, it had $25.1 million in funds under management. Since its March 2021 inception ...

Global X to tap humanoid robotics boom

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
... in 2022. It invests in humanoid robots and robot-related automation businesses, like Fanuc Corp, Hyundai, Keyence Corp, Nvidia and Tesla. Since inception, it's returned 37.62%. A humanoid robot resembles the human body in shape and is designed to operate ...

Product showcase: Follow the leaders

STAFF WRITER  |  MONDAY, 9 MAR 2026
... can become quite unloved but remain fundamentally strong," Ziller says. As an example, he highlights the experience of Nvidia and Palantir, both of which sold off significantly from their highs in late 2022. The issues that caused this proved to be transient ...

UniSuper faces fresh greenwashing allegation

JAMIE WILLIAMSON  |  MONDAY, 23 FEB 2026
... volatility the option had seen over the years due to its concentrated nature. As a result, companies such as Microsoft and Nvidia became top holdings in the portfolio. John Dixon, the member at the centre of the complaint, takes issue with these two ...

Australian profits flat as global earnings soar to record highs

RIDDHIMA TALWANI  |  WEDNESDAY, 21 JAN 2026
... Andy Budden said. Technology and the media sectors were the key drivers of 2025's profit growth, with Microsoft, Apple, Nvidia and TSMC accounting for US$1 in every US$14 of all the profits for companies in the global index. Financial companies were ...

Big tech has "inconsequential" carbon emissions planning: Research

RIDDHIMA TALWANI  |  WEDNESDAY, 14 JAN 2026
Latest research by World Benchmarking Alliance (WBA) has found that top technology companies including Meta, Alphabet, Apple and Microsoft lack in mobilising low-carbon investments through capital expenditure and R&D, even though they have an emissions ...

Fund managers remain bullish on AI for 2026

RIDDHIMA TALWANI  |  WEDNESDAY, 17 DEC 2025
... in the next 12 to 18 months. The Magnificent 7 is estimated to increase capex by 30% to US$550 billion in the next year. Nvidia chief executive Jensen Huang predicts companies will spend US$3 trillion to US$4 trillion on AI infrastructure by the end ...
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