REX

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This week’s AI update covers SoftBank’s $6.5 billion acquisition of Ampere to expand its AI semiconductor capabilities, NVIDIA’s launch of a quantum research center in Boston to integrate AI and quantum computing, and CEO Jensen Huang’s denial of reports that NVIDIA is in talks to acquire Intel’s foundry division.

This week’s tech update covers Apple’s plans to launch its first foldable device, Alphabet Inc.’s potential $30 billion acquisition of cybersecurity firm Wiz, and Netflix’s interest in securing UFC media rights as it expands into live sports.

Weekly NVIDIA Update: GTC 2025’s Impact, Block’s AI Leap, and AI Server Boom NVIDIA's GTC 2025 Crucial for Stock Performance As GTC 2025 kicks off, analysts view it as a pivotal event for NVIDIA’s stock, with AI chip advancements, server production, and scaling laws in focus. Ming-Chi Kuo sees the event as a major stock driver, particularly if the new B300 AI chip—expected to outperform the B200 by 50%—meets expectations. Block Accelerates AI Performance with NVIDIA Block has become the first U.S. company to deploy NVIDIA’s latest AI clusters, integrating DGX SuperPODs with GB200 systems. CEO Jack Dorsey anticipates a 30x performance boost over current implementations, highlighting the rapid adoption of NVIDIA’s cutting-edge AI infrastructure in financial technology. NVIDIA Stock Rises on AI Server Growth Outlook NVIDIA shares climbed on Friday after Foxconn projected its AI server revenue to surpass $30 billion in 2025, according to Barron’s. Foxconn is also constructing the largest NVIDIA GB200 Superchip manufacturing facility in Mexico, reinforcing its AI supply chain. Investors are now focused on GTC 2025, where CEO Jensen Huang is set to unveil the next wave of AI chip innovations.

Here’s a look at this week’s key U.S. economic events. MONDAY Retail sales NY Empire State Manufacturing Index TUESDAY Building Permits Housing Starts Industrial Production WEDNESDAY Crude Oil Inventories Fed Interest Rate Decision THURSDAY Initial Jobless Claims Existing Home Sales Philadelphia Fed Manufacturing Index FRIDAY FOMC Member Williams Speaks U.S. Baker Hughes Oil Rig Count

Weekly Tesla Update: Budget Model Y, BC Rebate Exclusion, and Q1 Delivery Concerns Tesla Plans Lower-Cost Model Y in China Tesla is developing a budget Model Y to regain market share in China, targeting a 20-30% production cost reduction. The vehicle, expected for initial release in China and later in the U.S. and Europe, aims to counter local competitors offering cheaper EVs with advanced features. Test production may begin in Q3 2025, with mass production slated for early 2026. Tesla Excluded from BC Rebates Amid Tariff Tensions Tesla EV chargers and home batteries have been excluded from British Columbia's rebate program following U.S. tariffs on Canadian goods. BC Hydro cited a preference for Canadian products, effective March 12. Customers pre-approved before the cutoff remain eligible. The move follows recent U.S. trade actions, with tariffs potentially reinstating on April 2. J.P. Morgan Predicts Tesla’s Weakest Quarter Since 2022 Tesla's Q1 deliveries are expected to drop 20% to 355,000, per JPMorgan, marking the weakest quarter since Q3 2022. Analysts cite CEO Elon Musk’s political ties and controversial statements as factors hurting demand, particularly in Europe. Tesla typically reports quarterly deliveries in early April.

This week’s AI update covers Intel Corporation’s leadership shake-up as Lip-Bu Tan takes over as CEO, Archer Aviation’s AI-driven partnership with Palantir Technologies, and CrowdStrike’s expanded partner program aimed at strengthening cybersecurity collaboration.

This week’s tech update covers Apple’s major software redesign across its devices, Microsoft’s Azure growth concerns, and Google’s legal victory in retaining its AI investments amid an ongoing antitrust case.

Coming soon, The REX Bitcoin Corporate Treasury Convertible Bond ETF, BMAX. ?? ?? BMAX will hold convertible bonds linked to companies with Bitcoin in their corporate treasuries, aiming to give investors exclusive access to bond stability, equity upside, and exposure to corporate debt issuers like Strategy. Link to filing: https://lnkd.in/e7SKGdnV

Weekly NVIDIA Update: U.S. Targets DeepSeek, Stargate AI Expansion, and AI Stock Volatility U.S. Moves to Restrict China’s DeepSeek AI The Trump administration is weighing a ban on DeepSeek AI’s chatbot from government devices and app stores, citing national security risks. Lawmakers are also pushing for tighter controls on NVIDIA’s H20 chips, as DeepSeek has relied on previously banned H800 chips. The AI firm’s rapid ascent has rattled the industry, contributing to a $1 trillion semiconductor selloff and prompting further scrutiny of U.S. export controls. NVIDIA Supplies AI Chips for OpenAI’s $100B Stargate Project NVIDIA will deliver 64,000 GB200 AI chips to power OpenAI and Oracle’s $100 billion Stargate initiative, with deployment set for summer 2025. The project underscores NVIDIA’s dominance in AI infrastructure as hyperscalers race to build the next generation of AI supercomputers. AI Stocks Drop as Marvell Technology’s Earnings Miss Stuns Investors Marvell Technology plunged 20% after reporting an earnings beat of just $10 million—far below Wall Street’s $100 million+ expectations. The disappointment triggered a selloff in AI stocks, dragging down NVIDIA, AMD, and Broadcom. Analysts warn of a “crisis of confidence” in AI-driven growth, as investors reassess near-term demand for AI infrastructure.