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Nvidia Super Micro probe widens as Taiwan cracks down
Jensen Huang urged Super Micro to tighten compliance after Taiwan detained three people over allegedly false AI server export declarations.
SoftBank stock rally extends on OpenAI IPO and AI trade
SoftBank stock rally extended as OpenAI IPO talk and AI infrastructure optimism turned the group into a public proxy for private AI risk.
S&P 500 earnings growth broadens beyond AI as Q1 beats spread
S&P 500 earnings growth hit its fastest pace since 2021 as the other 493 companies posted 17.4 per cent growth, widening the rally beyond AI.
Nvidia's $18.6bn venture trail changes the AI trade
Nvidia venture investments reached $18.6 billion in one quarter, raising questions about AI demand, counterparty risk and the cash trail behind the boom.
Anthropic's NSA deal puts a state bid under scarce AI chips
Anthropic's NSA deal and a $9 billion U.S. chip push suggest scarce AI compute is becoming a state-backed demand floor for frontier labs.
Anthropic-Microsoft AI chip talks test Nvidia's grip on compute
Anthropic Microsoft AI chip talks show leading model labs are turning compute buying into leverage, pressuring Nvidia and giving Azure a fresh opening.
Nvidia concedes China AI chip market to $12B rival Huawei
Nvidia's Jensen Huang says the company has 'largely conceded' China's AI chip market to Huawei, marking a permanent reset of the AI silicon landscape.
Nvidia earnings: Q1 revenue $81.6bn, Q2 guide $91bn
Nvidia reported $81.6 billion in Q1 revenue and guided to $91 billion for Q2, extending its run as the AI infrastructure trade's anchor stock even as investors weigh how long the buildout can last.
Samsung union deal averts chip strike as Kospi rallies 7.5%
Samsung Electronics reached an 11th-hour wage deal with its labour union late Wednesday, averting an 18-day strike that had already begun throttling chip output at the world's largest memory chipmaker. The Kospi surged 7.5% on the news.
Stocks hit records while crypto stalls: what the divergence says about risk appetite in 2026
The S&P 500 and Nasdaq notched fresh records while bitcoin traded sideways near $81,500, a divergence that reflects a narrowing equity rally, matured ETF flows, and competing narratives for institutional capital.
TSMC (TSM) Q1 profit rises 58% to record NT$572bn on AI chip demand
TSMC posted record Q1 net income of NT$572.48 billion as AI chip demand drove the fourth straight quarter of record profit. Revenue rose 40.6% to $35.90 billion, beating guidance.
TSMC Q1 profit jumps 58% as AI chip boom drives $35.9bn revenue record
TSMC posted a 58.3 per cent jump in first-quarter net income as revenue hit a fourth consecutive quarterly record, powered by surging demand for advanced AI chips from Nvidia and Apple.
Russell 2000's 2026 lead meets a rate reality check
The Russell 2000 has outpaced every major US index except the Nasdaq in 2026, but Friday's selloff showed how quickly higher yields can hit small caps.
SEC tokenized-stock plan redraws lines for brokers, exchanges and crypto venues
A proposed SEC framework for tokenized stocks would decide whether on-chain equities stay a back-office tool or become a new battleground between dealers, exchanges and crypto venues.
Nvidia earnings could puncture the AI options bubble
Options traders have crowded into Nvidia calls ahead of May 20 results. If the print is merely good, the AI trade's richest premium may deflate first.
Trump's China summit drags Taiwan chip risk into the AI trade
Trump advisers' warning on Taiwan matters for markets because TSMC still anchors the advanced-chip capacity behind the AI trade despite US reshoring.
Nvidia and retail earnings will test the AI rally's limits
This week's Nvidia and retail earnings will show whether AI spending can keep carrying stocks as inflation and renewed Fed fears start to hit consumers.
AI data-centre demand reprices power on PJM's wholesale market
PJM's first-quarter price spike suggests AI data-centre demand is moving from chip stocks into wholesale electricity, raising costs across the largest US grid.
TSMC (TSM) posts 58% profit jump as AI chip orders push Q1 revenue to NT$1.13tn record
TSMC posted net income of NT$572.48 billion, a 58.3% year-on-year surge, as AI chip demand drove revenue to a fourth consecutive record.
Coherent (COHR) Q3 revenue $1.81bn beats; shares fall 6% on profit miss
Coherent Corp. reported fiscal Q3 revenue of $1.81 billion, up 20.5 per cent year over year, with non-GAAP EPS of $1.41 beating Street estimates. The shares fell 6 per cent in after-hours trading as adjusted operating income missed expectations and capital spending surged to support a multiyear Nvidia supply agreement.
