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AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

U.S. ‌President ‌Donald Trump said ​he "should have asked for ‌more" ⁠of a stake ⁠in ​Intel ​on behalf ​of ‌the U.S. government, in an interview ‌with ​Fortune ​magazine ​published ‌on Monday. (Reporting ​by ​Ananya Palyekar ​in ‌Bengaluru; Editing ​by Alex ​Richardson)

Investing.com -- Emerging market (EM) equities are poised for a significant rally in the second half of the year, driven by attractive valuations, a projected reversal in hawkish central bank policies, and economic signs of recovery in China, according to a research note released by JPMorgan.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test

SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, ‌as strong demand for artificial intelligence places South Korea at the heart ‌of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering ​274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than ‌one trillion-dollar company.

TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping ‌its previous forecast of $1 trillion, according to its presentation materials ahead of a tech ‌symposium on Thursday. • AI and high-performance computing are expected to account for 55% of ​the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities ‌in 2026.

TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping ‌its previous forecast of $1 trillion, according to its presentation materials ahead of a tech ‌symposium on Thursday. • AI and high-performance computing are expected to account for 55% of ​the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities ‌in 2026.

By Jamie McGeever ORLANDO, Florida, May 11 (Reuters) - As the artificial intelligence boom accelerates, stock market concentration is reaching historic proportions – and not just in the U.S. where

Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.

Apple and Intel have reached a ‌preliminary agreement for Intel ‌to manufacture some of the chips ​that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people ‌familiar with ⁠the matter. Intensive talks between the two companies have ⁠been underway for more than a year, and they ​hammered out ​a ​formal deal in ‌recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up ‌about 14%.

The majority Sony-owned venture will set up production lines in Kumamoto Prefecture, with potential Japanese government backing

Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an unsustainable trajectory, some form of fiscal reckoning or debt restructuring is a credible tail risk, and the dollar is structurally vulnerable. He has ... Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm

Taiwan Semiconductor Manufacturing Co and Sony Semiconductor Solutions said on Friday ‌they plan to form a new joint venture ‌in Japan to develop and manufacture next-generation image sensors. The venture will combine ​Sony’s sensor design expertise with TSMC’s manufacturing and process technology strengths, deepening a long-standing partnership of the two companies. It will be majority-owned by Sony, and will set up development and ‌production lines in ⁠the Japanese company's new fabrication plant in Koshi City in the Kumamoto region.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.

Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.

(Bloomberg) -- Samsung Electronics Co.’s market valuation topped $1 trillion after shares in the world’s largest memory maker more than quadrupled over the past year on booming demand for the chips used in artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysAnthropic Unveils AI Agents to Field Financial Services TasksUS Says Offensive Phase of Iran War Over as Ship Hit in StraitTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite H

The South Korean company is only the second Asian company with a market valuation above $1 trillion, aside from TSMC.

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

Apple has held exploratory discussions about using Intel and Samsung Electronics to produce ‌the main processors for its devices, Bloomberg ‌News reported on Monday, citing people familiar with the deliberations. Apple executives ​have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While ‌the move would ⁠offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the ⁠iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.

(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi

Moby summary of Pinnacle West Capital Corporation's Q1 2026 earnings call

On resource procurement, we recently received proposals in response to the all-source RFP issued later last year, which targeted new resources beginning service between 2029 and 2031. In summary, we are executing our plan, delivering operational excellence to our customers, investing in grid expansion to serve Arizona’s rapid growth, and improving investment recovery to reduce regulatory lag while ensuring affordability for customers.

Pinnacle West Capital (NYSE:PNW) opened 2026 with first-quarter results that management said were in line with the financial guidance issued in February, supported by higher transmission revenue, weather-driven demand, and continued customer growth in Arizona. Management points to Arizona growth an