WS #14208
Nvidia discloses $21B stake in SpaceX, its second-largest holding, but the value has declined to ~$17.2B as SpaceX stock fell; AI narrative remains intact. Taiwan raises 2026 GDP growth forecast to 11.05%, a 39-year high, on AI demand, a strong positive for semiconductor supply chain.
Nvidia SpaceX stake
Nvidia discloses $21B stake in SpaceX, its second-largest holding, but the value has declined to ~$17.2B as SpaceX stock fell; AI narrative remains intact.
Taiwan raises 2026 GDP growth forecast to 11.05%, a 39-year high, on AI demand, a strong positive for semiconductor supply chain.