Last mentioned: Mar 26, 2026
Payment Date
Dividends are distributed to eligible shareholders' accounts.
Record Date
Investors must be shareholders of record by this date to receive the payout.
Dividend Declaration
Direxion announces quarterly distributions for PALU, AMUU, and AVS.
Pyeongtaek Site Visit
AMD CEO Lisa Su tours Samsung's flagship production lines in South Korea.
Strategic Foundry Talks
High-level discussions begin regarding the expansion of ties into logic chip manufacturing.
Framework Leak
Internal documents reveal the Commerce Department is formalizing a new investment-linked export model.
Official Confirmation
Commerce Department confirms ongoing discussions to formalize the Middle East approach for global exports.
Draft Framework Leaked
Documents reveal Commerce Department's new investment-for-chips regulatory model.
Official Confirmation
Commerce Department confirms internal discussions on formalizing the Saudi/UAE model.
Expected Implementation
Final rules expected to be codified following industry and ally consultations.
HBM Supply Ramp
Samsung increases production of HBM3E to meet global AI demand.
Middle East Precedent
U.S. concludes chip export deals with Saudi Arabia and UAE involving reciprocal domestic investment.
New Auditor Appointed
SMCI appoints a successor auditor to certify delayed financial reports and address internal control issues.
Financial Certification
A new auditor certifies FY 2024 financials but flags ongoing internal control weaknesses.
Financial Certification
New auditor certifies FY 2024 financials but flags persistent internal control issues.
Policy Shift
Trump administration rescinds previous 'AI diffusion rules' citing them as overreaching.
Policy Shift
Trump administration signals intent to rescind Biden-era AI diffusion rules.
EY Resignation
Auditor Ernst & Young resigns, stating it can no longer rely on management's representations.
Auditor Resignation
Ernst & Young resigns as SMCI's auditor, stating they can no longer rely on management's representations.
EY Resignation
Auditor Ernst & Young resigns, stating it can no longer rely on management's representations.
Direxion has announced quarterly dividend distributions for its leveraged and inverse ETFs tracking Palo Alto Networks, AMD, and Broadcom. The payments, scheduled for March 31, 2026, highlight the income-generating potential of the collateral held within these tactical trading vehicles.
NVIDIA CEO Jensen Huang has projected a massive $1 trillion shift in data center infrastructure toward accelerated computing and generative AI. This transformation highlights NVIDIA, AMD, and Microsoft as the primary beneficiaries of the next decade's technological overhaul.
NVIDIA CEO Jensen Huang has projected a massive $1 trillion shift in global data center infrastructure toward accelerated computing. This transition positions key semiconductor and cloud leaders like NVIDIA, AMD, and Microsoft to capture unprecedented demand as generative AI moves to industrial scale.
Super MicroComputer’s inclusion in the S&P 500 has exposed millions of passive investors to significant volatility following a series of accounting scandals and auditor resignations. Despite a history of SEC settlements and recent allegations of financial manipulation, the server builder remains a volatile fixture in major retirement portfolios.
Super Micro Computer's rapid ascent to the S&P 500 has been overshadowed by a recurring pattern of accounting irregularities and governance failures. Following a 2020 SEC settlement and the 2024 resignation of auditor Ernst & Young, the company now faces intense scrutiny over its internal controls and alleged sanctions evasion.
Super Micro Computer faces renewed scrutiny over accounting practices and internal governance following the resignation of auditor Ernst & Young and a scathing short-seller report. The company's inclusion in the S&P 500 has amplified the systemic risk for millions of passive investors, highlighting potential gaps in index selection criteria for high-growth tech firms.
As the AI sector matures, investors are looking beyond Nvidia toward specialized silicon and networking leaders. Broadcom and Alphabet are emerging as high-upside alternatives as the industry pivots from model training to cost-efficient inference at scale.
AMD CEO Lisa Su is visiting Samsung Electronics' Pyeongtaek facility to discuss broadening their partnership into foundry services. This move signals AMD's strategic effort to diversify its manufacturing base beyond TSMC as AI chip demand continues to surge.
AMD CEO Lisa Su's visit to Samsung's Pyeongtaek facility signals a strategic move to diversify AMD's manufacturing base beyond TSMC. The discussions are expected to pivot from memory supply to advanced foundry services, potentially reshaping the competitive landscape for AI and high-performance computing chips.
The structural dominance of Taiwan Semiconductor Manufacturing (TSM) and Nvidia (NVDA) creates a unique 'millionaire-maker' potential through market share control. As AI infrastructure spending shifts from speculative to foundational, these entities represent the indispensable plumbing of the global digital economy.
While fabless designers like Nvidia capture headlines, Taiwan Semiconductor Manufacturing Company (TSMC) remains the indispensable backbone of the AI revolution. With a dominant two-thirds market share in the third-party foundry business, TSMC's massive scale and technical lead create a formidable barrier to entry for competitors like Intel.
Strategic investment recommendations are pivoting toward high-growth semiconductor and e-commerce leaders as market volatility creates entry points. Analysts highlight Advanced Micro Devices and Amazon as top-tier candidates for retail investors looking to deploy $1,000 into resilient, AI-driven ecosystems.
The U.S. Commerce Department is drafting a new regulatory framework that links high-end AI chip exports to mandatory foreign investment in U.S. data centers. This 'reciprocal' approach aims to secure the American tech stack while ensuring the U.S. remains the global hub for AI infrastructure and compute power.
The U.S. Commerce Department is drafting a new regulatory framework that links AI chip export licenses to foreign investment in U.S. data centers and strict security protocols. This "quid pro quo" model replaces previous restrictive policies, requiring nations to invest in American infrastructure as a condition for high-end hardware access.
The U.S. Commerce Department is drafting a new regulatory framework that would link high-end AI chip exports to mandatory foreign investment in domestic U.S. infrastructure. This 'quid pro quo' approach aims to secure the American tech stack while formalizing security protocols for global AI deployments.
Global AI spending is projected to reach $2.5 trillion in 2026, driven by a massive shift toward infrastructure and enterprise software. Advanced Micro Devices and Palantir Technologies are emerging as primary beneficiaries, despite recent market volatility surrounding AMD's near-term guidance.
Global AI spending is projected to hit $2.5 trillion in 2026, driven by a massive transition toward generative AI infrastructure and enterprise software. Despite short-term market volatility, companies like AMD and Palantir are positioned as primary beneficiaries of this structural shift in the tech stack.
As global AI spending is projected to hit $2.5 trillion in 2026, AMD and Palantir are emerging as high-conviction plays for investors looking to capitalize on infrastructure and software scaling. Despite recent volatility in AMD's share price following conservative guidance, the underlying growth in EPYC server adoption and the upcoming MI450 GPU launch suggest a robust long-term trajectory.