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Futu Holdings delivers digital brokerage and wealth management services to retail and institutional clients across Asia and global markets.

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

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

The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

Asian equities rallied near all-time highs as chipmakers surged and investors weighed AI momentum against oil and geopolitical risks.

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

Shares of Advanced Micro Devices (NASDAQ:AMD) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD’s peers are barely moving. Intel (NASDAQ:INTC) stock is down 2% and NVIDIA (NASDAQ:NVDA) stock is off just 1%. After months of correlated moves higher, the artificial intelligence ... AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Google's $190B AI push supercharges demand for chips, putting NVDA, TSM and AVGO at the center of a booming semiconductor rally.

HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

In South Korea, fellow chip makers SK Hynix and Samsung Electronics rose 13% and 5.4%, respectively, helping propel the benchmark index to another record high. Many major Asian indexes were closed on Friday for the May Day holiday, meaning investors were playing catch-up—and opted to double down on some of the chip makers and Big Tech names benefiting from the AI boom when they returned. President Donald Trump on Sunday laid out a plan to escort commercial vessels through the waterway, although tensions escalated after Asian markets closed on Monday when Iranian state media reported that two missiles had hit a U.S. frigate.

GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.

Palantir (NASDAQ:PLTR) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The setup carries real risk underneath the momentum. The case against the crowded trade Palantir trades at a trailing P/E of 229, a forward P/E of 112, and ... Forget Palantir — Serious Investors Are Placing Their Bets on the AI Chokepoints Right Now

Stock futures were falling Monday, putting a record-breaking rally for the and in jeopardy as Iran state media reported that the country struck a U.S. warship in the Strait of Hormuz. The U.S. military’s Central Command denied the report. Shares of eBay jumped 8.1% to $112.40.

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

Led by large tech-rallies in Seoul and Taiwan, Asian stock markets gained ground on Monday in holida

Broadcom and Taiwan Semiconductor may cross the $3 trillion mark by the end of next year.

Tech stocks are in focus amid an earnings bonanza, layoffs, and AI spending plans.

(Bloomberg) -- A rally in shares tied to artificial intelligence helped Asia’s stock benchmark wipe out losses sparked by the Iran war and climb back to an all-time high.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysPhilippines Says Thousands Evacuated as Mayon Volcano EruptsThe MSCI A

A look at the bullish and bearish cases for TSMC.

Taiwanese chip designer MediaTek said it has appointed former ‌TSMC executive Douglas Yu as a part-time ‌adviser as it steps up advanced packaging work and expands ​into the AI chip market. • Yu joined TSMC in 1994 and retired in 2025, holding a range of roles in backend ‌research and development. ⁠He played a key part in developing TSMC's advanced packaging technologies, including its ⁠CoWoS (Chip on Wafer on Substrate).

Retail money pours into semiconductor ETFs as the AI capex supercycle outshines crypto funds in 2026's hottest ETF trade.

Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $1,812.06 as of April 22nd. KLAC’s trailing and forward P/E were 52.75 and 36.76 respectively according to Yahoo Finance. KLA Corporation […]

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Investing.com -- Emerging-market equities are currently outperforming expectations of a conflict-driven downturn, with the MSCI Emerging Markets Index rebounding to all-time highs.

Investing.com -- Geopolitical tensions in East Asian markets remained elevated this weekend as Taiwan President Lai Ching-te conducted a high-stakes "surprise" visit to Eswatini, defying a reported blockade attempt by Beijing.

TSMC has decided not to purchase ASML Holding's (NasdaqGS:ASML) latest High-NA EUV lithography tools for its upcoming A13 chip manufacturing node. The decision affects adoption of High-NA EUV equipment for leading edge production and comes at a time when chipmakers are reassessing capital spending priorities. This development raises fresh questions about the timing of High-NA EUV usage in volume manufacturing and the return profile of these tools for both ASML and its customers. ASML...

Windows of opportunity usually aren't open for very long. To act in time, you'll want to plan ahead.