Nvidia’s CEO Jensen Huang is set to unveil the company’s Blackwell platform at an event in Taipei on June 2, 2024, just before the COMPUTEX forum. This announcement comes during a holiday-shortened week, which will see limited economic data and earnings reports.

Key topics at the Investing Club’s Monthly Meeting on Thursday will include Nvidia and Apple, with a focus on strategies for sustaining long positions in both technology leaders. Nvidia’s recent partnership with the Chinese AI startup DeepSeek has significantly increased the demand for its Blackwell chip platform, known for its superior video capabilities. However, concerns arise regarding the complexity of production and installation for Blackwell ahead of Nvidia’s upcoming earnings report.

In contrast, Apple is expected to benefit from new initiatives in China aimed at boosting growth. The company’s strategic collaborations with Alibaba and Baidu to incorporate artificial intelligence features could greatly enhance demand for the iPhone 16. Following positive advancements in AI, Apple shares have experienced a notable rise, reflecting strong investor confidence.

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