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FinanceGPU-backed financing and SPVs, explained (plus Amazon's reported $8B chip deal)
Companies are borrowing against AI chips and moving them into special-purpose vehicles. How it works, why, and what Reuters and the FT reported about Amazon.
FinanceThe H200 China export rule, explained: what's allowed, the limits, and why NVIDIA still guides to zero
Since Jan 15, 2026, U.S. export licenses for H200-class chips to China get case-by-case review if strict conditions are met. Here's the rule in plain words.
FinanceTwo chip companies are carrying S&P 500 earnings growth in Q3 2026
FactSet says S&P 500 earnings are on track to grow 29.0% in Q3 2026, but strip out Micron and NVIDIA and it drops to 20.0%. Here's what that means.
FinanceNVIDIA Q3 FY2027 earnings preview: what $108 billion of guidance has to prove
NVIDIA guided to $108B for its October quarter, with no China data-center compute assumed. What to watch when it reports in mid-November, from its own filings.
FinanceWhat's inside a semiconductor ETF? How SMH's index picks and weights its 25 chip stocks
VanEck's SMH tracks the MVIS US Listed Semiconductor 25 Index. Here's what it held on Oct 21, 2026, how the index chooses its 25 companies, and why Nvidia sits near 20%, all from VanEck's and MarketVector's own documents.