Nvidia Stock Sits in 82% of Portfolios, But Hedge Funds Are Making Other AI Bets

Computer History Museum Announces "Extended Reality: Visions of the Future" Exhibit

The Computer History Museum announced the opening of 'Extended Reality: Visions of the Future,' a new exhibit running from October 1, 2026 to March 28, 2027, showcasing over 100 XR devices and wearables tracing the evolution from pioneering 1960s systems to today's AI-enabled smart glasses. The exhibit explores how AI is transforming wearable computing and features artifacts from major tech companies including Meta, Google, and Apple.

Is Invesco Large Cap Growth ETF (PWB) a Strong ETF Right Now?

The article provides an in-depth analysis of Invesco Large Cap Growth ETF (PWB), a smart beta ETF launched in 2005 that tracks the Dynamic Large Cap Growth Intellidex Index. With $2.51 billion in assets and a 0.55% expense ratio, PWB offers exposure to large-cap growth stocks with heavy allocation to Information Technology (51.9%). Year-to-date returns are 23.69%, though the fund carries medium risk with a beta of 1.23. The article also compares PWB to alternatives like Vanguard Morningstar Growth ETF and Invesco QQQ, noting that cheaper, lower-risk market cap weighted options exist.

Here's Why You Should Retain Accenture Stock in Your Portfolio Now

Accenture (ACN) is capitalizing on rising enterprise AI adoption with advanced AI bookings nearly doubling year-over-year and strong cash generation of $3.6B in Q3. The company plans $9B in acquisition spending for fiscal 2026 to expand AI and cybersecurity capabilities. However, risks include macro uncertainties affecting discretionary spending and execution challenges from accelerated acquisition activity.

Advanced Micro Devices vs. Nvidia: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares AMD and Nvidia as AI chip investments for 2026. While AMD shows strong growth with 34.3% revenue increase and successful partnerships, Nvidia dominates with 65.5% revenue growth, 55.6% net margins, and $96.7B in free cash flow. The author recommends Nvidia for long-term investors due to its superior scale, ecosystem depth, and industry lock-in, though AMD is presented as a reasonable lower-priced alternative.

Shares of semiconductor and chip companies are trading lower as energy prices, rate expectations and bond yields converge to weigh on the demand outlook for sectors that are exposed to highly leveraged capex cycles.

HPE Surges 26% in 3 Months: Is it the Right Time to Buy the Stock?

Hewlett Packard Enterprise (HPE) has outperformed its industry with a 25.9% gain over three months, driven by strong AI infrastructure demand. The company reported $2.4 billion in AI Systems orders and a record $7.6 billion total AI backlog in Q3 fiscal 2026. Cloud & AI revenues rose 25% with server revenues jumping 35%, while gross margins expanded to 40.4% and operating profit grew 155%. Despite the stock appreciation, HPE trades at a discount with a forward P/S ratio of 1.5 versus the industry average of 4.81, prompting analysts to recommend accumulation.