iShares Future AI & Tech ETF

AMD CTO Mark Papermaster Sells 6,000 Shares for $2.6 Million on May 15

AMD's stock declines after CEO Lisa Su meets with high-level Chinese officials

US and China agree to intergovernmental dialogue on AI, 10 Chinese firms approved to purchase NVIDIA's H200 chips

Nvidia Plans to Release Q1 FY2027 Earnings Report as AI Infrastructure Spending Solidifies Key Role

Nvidia Post-Earnings Market Cap Expected to Fluctuate by $355B, Options Show Bullish Sentiment Amid Profit-Taking Risks

Amazon and AMD Increase Holdings in Marvell, Highlighting Potential to Replace Nvidia in AI

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Google and Blackstone venture poses potential competitive threat to CoreWeave, stock falls in pre-market

Citi Raises AMD Price Target to $460 on AI Demand Boom

World Investment Advisors Increases Broadcom Stake by 16.1% Amid Insider Selling

Citi raises Micron Technology target price from $425 to $840

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

HSBC raises Nvidia target price from $295 to $325

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

IGPT

WTAI

ARKK

CHAT

ROBT

ARTY

The Bond Market Just Fired A Warning Shot At The AI Rally — Fed Rate Hike Ahead

Unusual Whales

Invesco AI and Next Gen Software ETF

SPDR S&P Software

Wisdomtree Artificial Intelligence And Innovation Fund - ETF

Ark Innovation ETF

ISHRS S&P Glb It

Global X Funds Global X Artificial Intelligence & Tech ETF

Roundhill Generative AI & Tech ETF

FT Nasdq AI & Robotics

iShares Expanded Tech Software Sector ETF

The Bond Market Just Fired A Warning Shot At The AI Rally — Fed Rate Hike Ahead

SOXL

159995

588170

BOTZ

According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

Direxion Semicon Bull 3X

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Invesco Semiconductors ETF

Guotai CSI All Share Integrated Circuit ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

Global X Robotics & Artificial

SPDR S&P Semicon

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

The U.S. Senate is expected to advance an artificial intelligence framework this year, according to Odaily. Senate Majority Leader Thune indicated that the legislative body plans to move forward with this initiative.

CoinLive

ROBO Global Robotics

U.S. Senate to Advance AI Framework This Year

SOXQ

NVDY

The ongoing Iran war poses new risks for the semiconductor sector, particularly for TSM and NVDA, as rising costs for essential inputs like gases and metals threaten profit margins. Despite strong AI demand, companies like VAT Group AG are already feeling the impact, with significant sales losses. Analysts warn that prolonged conflict could exacerbate cost pressures, although the AI boom continues to drive stock performance. Firms with diversified sourcing and pricing power may better withstand these challenges.

- The ongoing AI trade is boosting chip stocks, but the Iran war introduces new risks by potentially increasing input costs for semiconductor manufacturers.  
- Companies like Taiwan Semiconductor Manufacturing Company and Infineon Technologies have warned that rising prices for gases, metals, and energy could strain profit margins, even as AI demand remains robust.  
- While the AI boom currently sustains investor interest, prolonged conflict may lead to higher costs impacting earnings, particularly for firms lacking diversified sourcing and cost management strategies.

Tip Ranks

Taiwan Semiconductor

Invesco PHLX Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Daily TSM Bull 2X Shares

Direxion Daily NVDA Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

Global X AI Semiconductor & Quantum ETF

NVIDIA

Hon Hai Precision Industry Co., Ltd.

Infineon Technologies AG

NVIDIA Corporation

Iran War Puts AI Chip Rally to the Test as TSM, NVDA Face Rising Cost Risks

NVDA

SOXS

China's rejection of Nvidia's H200 chips may seem significant, but the global demand for AI technology remains strong. Despite the failed deal, Nvidia's inventory will be redirected to other buyers, as demand from companies like Microsoft and Meta continues to grow. The failure of the deal does not disrupt Nvidia's baseline revenue, as China has already been excluded from its operating model. Additionally, while Chinese companies like Huawei are improving their chip production, they cannot meet the high demand for frontier-class accelerators, highlighting a supply gap.

- President Trump announced that China rejected Nvidia's H200 chip purchases, as Xi Jinping aims to develop domestic alternatives.  
- Although the May 14 license ceiling for 750,000 units on paper remains, no chips have been shipped, and the real issue lies in where these units will go given global AI demand.  
- The ongoing compute constraint in the market means redirected H200 chips will find buyers among hyperscalers and sovereign projects, reaffirming Nvidia and other tech firms' positions in the AI infrastructure landscape.

Forbes

Meta Platforms

Direxion Semicon Bear 3X

GraniteShares 2x Short NVDA Daily ETF

T-Rex 2X Long Microsoft Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Daily NVDA Bear 1X ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

GraniteShares 2x Long META Daily ETF

Microsoft

Oracle

SMIC

Cambricon

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

SMIC HK SDR 5to1

Why Nvidia’s Failed China Deal Matters Less Than Wall Street Thinks

SMCI

SMYY

SMCY

SMCL

Hagens Berman has filed a class action lawsuit against Super Micro Computer (SMCI) in the U.S. District Court for the Northern District of California, alleging violations of federal securities laws. The lawsuit claims that Super Micro concealed a scheme to sell AI servers to China, violating U.S. export restrictions. Investors who purchased stock between February 2, 2024, and March 19, 2026, can seek to be appointed as Lead Plaintiff by May 26, 2026. The lawsuit follows significant stock price declines linked to the alleged misconduct.

- Hagens Berman has filed a class action lawsuit against Super Micro and certain executives for allegedly concealing an illegal scheme to sell AI servers to China in violation of U.S. export laws.  
- The lawsuit claims that from February 2, 2024, to March 19, 2026, Super Micro made misleading statements and failed to disclose significant compliance issues, resulting in substantial financial losses for investors.  
- This lawsuit follows previous related actions and highlights key disclosures that led to significant declines in Super Micro's stock price, ultimately revealing the scope of the alleged fraud.

prnewswire

Super Micro Computer

GraniteShares YieldBOOST SMCI ETF

YieldMax SMCI Option Income Strategy ETF

GraniteShares 2x Long SMCI Daily ETF

Defiance Daily Target 2X Long SMCI ETF

First Trust Nasdaq Food & Semicon

Defiance Daily Target 2X Short SMCI ETF

Invesco S&P 500 Equal Weight Tech ETF

12:27 ETSMCI 8-DAY DEADLINER ALERT: Super Micro Computer (SMCI) Investors with Substantial Losses Have Opportunity to Lead Investor Class Action- HBSS

NDAQ

SRVR

AlphaCore Capital LLC acquired a new stake in Nasdaq, Inc. (NASDAQ:NDAQ) during Q4, purchasing 12,815 shares valued at approximately $1.25 million. Other institutional investors also increased their holdings. Nasdaq's stock has received positive ratings from several research firms, with a consensus rating of 'Moderate Buy' and an average target price of $107.15. The company reported Q1 earnings of $0.96 per share, exceeding estimates, and announced a quarterly dividend of $0.31 per share.

Market Beat

Nasdaq

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Proshares Big Data Refiners ETF

Global X Cloud Computing ETF

Franklin Exponential Data ETF

ISHRS Us Brokers & Sec Exchg

First Trust Nasdaq Cybersecurity

Global X Data Center & Dgtl Infrs ETF

Nano Labs

Datavault AI

M&T Bank

Raymond James Financial

Toronto Dominion Bank

Barclays

M & T BANK CORP DEP SHS REPSTG 1/400TH INT PERP SER K

M & T BANK CORP PERP NON CUM PFD FIXED FLTG RATE SER H

M & T BANK CORP DEP SHS EA REP 1/400TH SHS SERIES J

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

AlphaCore Capital LLC Takes Position in Nasdaq, Inc. $NDAQ

INTC

04335

Intel shares have surged 195% in 2026, driven by strong AI demand in the semiconductor sector. However, a concentration risk exists as a few AI-related stocks dominate market gains, reminiscent of previous speculative trends. CEO Lip-Bu Tan is pivoting Intel's strategy towards GPUs and agentic AI workloads to better compete with Nvidia.

- Intel shares have surged 195% this year, driven by the increasing demand for semiconductors linked to AI.  
- A limited number of AI-related stocks are notably contributing to market gains, reminiscent of previous speculative trends.  
- CEO Lip-Bu Tan is shifting Intel's strategy towards GPUs and agentic AI workloads to better compete with Nvidia.

Intel

INTEL-T

GraniteShares 2x Long INTC Daily ETF

Intel jumps 195% in 2026 amid AI chip frenzy

SpaceX is set to debut on Nasdaq on June 12 with a targeted valuation of $1.75 trillion, marking the largest IPO in history. This move may reset valuation benchmarks in AI, aerospace, and defense sectors, impacting global markets. However, historical trends indicate that high valuations can lead to early performance issues, resulting in mixed long-term returns for investors.

SpaceX sets June 12 Nasdaq debut at $1.75T valuation

Super Micro Computer (NASDAQ:SMCI) shares fell 6% to $31.04 amid a trading volume decline. Positive developments include new leadership appointments and strong demand for AI servers, while legal challenges loom with multiple class actions filed against the company. Analysts have mixed ratings, with a consensus 'Hold' and an average price target of $38.43. The company reported earnings of $0.84 per share, exceeding estimates, but revenue fell short at $10.24 billion.

- Super Micro Computer, Inc. shares fell 6% to $31.04, with a trading volume decline of 27% compared to its average.  
- Positive developments include management changes to enhance AI infrastructure operations, while legal risks from securities class actions pose challenges.  
- The company reported Q1 earnings of $0.84 per share, surpassing estimates, but faced revenue shortfalls against analyst expectations, guiding for lower EPS in Q4 2026.

NANO Nuclear Energy

Super Micro Computer (NASDAQ:SMCI) Stock Price Down 6%  - What's Next?

iShares Future AI & Tech ETF(ARTY.US)

The Bond Market Just Fired A Warning Shot At The AI Rally — Fed Rate Hike Ahead

AI exports are armoring trade in Asia: consultants

U.S. Senate to Advance AI Framework This Year

Iran War Puts AI Chip Rally to the Test as TSM, NVDA Face Rising Cost Risks

Why Nvidia’s Failed China Deal Matters Less Than Wall Street Thinks

12:27 ETSMCI 8-DAY DEADLINER ALERT: Super Micro Computer (SMCI) Investors with Substantial Losses Have Opportunity to Lead Investor Class Action- HBSS

AlphaCore Capital LLC Takes Position in Nasdaq, Inc. $NDAQ

Intel jumps 195% in 2026 amid AI chip frenzy

SpaceX sets June 12 Nasdaq debut at $1.75T valuation

Super Micro Computer (NASDAQ:SMCI) Stock Price Down 6% - What's Next?