23 May 2026
Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. That shift has elevated companies like Broadcom ( NASDAQ:AVGO |…
22 May 2026
US market outlook: Qatar has dispatched a delegation to negotiate an end to the Iran conflict under coordination with the US; IBM and quantum computing stocks …
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21 May 2026
Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Su…
On Wednesday, the Taiwan Keelung District Prosecutors' Office executed search warrants across 12 locations and is now seeking to detain three individuals in the island’s first formal crackdown on illicit AI semiconductor exports to China.
21 May 2026
GlobalFoundries launches Quantum Technology Solutions to scale U.S. quantum manufacturing
Built on years of cryogenic innovation and deep partnerships with the world’s leading quantum innovators, anchored by industry demand MALTA, N.Y., May 21, 2026 — GlobalFoundries (Nasdaq: GFS) (GF) today launched Quantum Technology Solutions, a new quantum business to scale the manufacturing capabilities the quantum industry needs to achieve utility-scale quantum computing. The new business…
21 May 2026
Its Not Just Nvidia: Three Chips Power The Boom
When investors discuss the semiconductor chips driving AI infrastructure, they almost always key on Nvidia GPU chips. That’s not surprising, given the surge in Nvidia GPU revenue as we share below. Since 2024, GPU revenue has risen by over 1300% while Nvidia shares are up almost 400%. Nvidia has certainly played the lead role in designing AI chips, but there are other types of chips and companies…
20 May 2026
SpaceX files to go public in huge IPO deal
Elon Musk wants to take investors on a ride to the moon — and beyond. His pioneering rocket company SpaceX filed Wednesday for what’s expected to be the largest initial public offering in history, potentially raising at least $75 billion and valuing the company at well over $1 trillion.
20 May 2026
Up 153% YTD, Here's Why Micron Stock Is Already My 2026 Winner
The memory industry has mostly remained cyclical. However, now artificial intelligence (AI) is consuming memory at a pace that might be difficult to sustain for years. Advanced AI systems require significantly larger memory to function, and memory-chip companies like Micron (MU) are capitalizing on this. Micron Technology designs and manufactures the chips that store, move, and process data…
20 May 2026
Nvidia earnings live updates: Data center sales, margins and AI outlook in focus
Nvidia reports fiscal first-quarter results after the bell. Here's what analysts are expecting, according to LSEG. Earnings per share: $1.76 Revenue: $78.85 billion
20 May 2026
Nvidia Outlook Set to Test Samsung, SK Hynix Chip Rally
The key question is whether Nvidia’s first-quarter earnings and second-quarter guidance will be strong enough to justify the recent rally in semiconductor stocks. Expectations for HBM4 shipments from Samsung Electronics and SK Hynix could grow depending on Nvidia’s HBM demand and the revenue outlook for the Blackwell and Vera Rubin platforms. Risks including China export restrictions,…
