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Wall Street is poised to open with gains Thursday following another record-setting day and developments emerging from U.S. President Donald Trump’s summit with Chinese leader Xi Jinping in Beijing. Oil prices were effectively unchanged, with no clear ending to the Iran war after more than two months. On Thursday, the White House said Trump and Xi discussed enhancing U.S.-China economic cooperation.

Enovix Corp (ENVX) reports a 49% revenue increase and strategic advancements in battery technology, despite ongoing operational challenges.

Spire Global Inc (SPIR) surpasses revenue expectations but faces profitability hurdles and delivery risks.

Aeluma Inc (ALMU) leverages innovative technologies and strategic partnerships to navigate supply chain constraints and secure future growth, despite current revenue setbacks.

BEIJING, May 14 (Reuters) - Nvidia CEO Jensen Huang told state broadcaster CCTV on Thursday that he hoped U.S.

USA Rare Earth (NASDAQ:USAR) said its first quarter was marked by a series of strategic transactions intended to turn the company into a fully integrated rare earths platform spanning mining, processing, metals and magnet production. On the company’s first-quarter 2026 earnings call, Chief Executiv

Omeros (NASDAQ:OMER) reported first-quarter 2026 net income of $56.1 million, or $0.78 per share, as the company began commercial sales of YARTEMLEA, its recently approved treatment for hematopoietic stem cell transplant-associated thrombotic microangiopathy, or TA-TMA. Chairman and Chief Executive

Samsung Electronics on Thursday proposed that its South Korean labour union ‌resume pay talks after government-mediated negotiations fell ‌apart, a union leader said, citing a letter from the company. South ​Korea's Labour Commission also called on the two sides to hold another round of government-mediated talks on Saturday in a bid to avert a threatened lengthy ‌strike. "There is no ⁠reason to continue the dialogue without institutionalisation and transparency," union representative Choi Seung-ho ⁠said in response to the letter, referring to the union's demand for an overhaul of Samsung's bonus ​scheme.

Walmart is repurposing former pharmacies, a thrift store and other small spaces in local communities as last-mile stockrooms for speedier delivery...

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

While investors wait for the massive IPO, these stocks are worth a closer look.

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.

(Bloomberg) -- Renewable energy manufacturer Jinko Solar Co.’s recent decision to sell control of its Florida facility extends a multi-billion dollar retreat from the US by China’s clean technology firms, as they contend with an increasingly hostile policy environment and the potential loss of Biden-era incentives.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump i

IAC’s first quarter was marked by a significant shortfall relative to Wall Street’s expectations, sparking a notable negative market response. Management attributed the revenue decline to ongoing challenges in web traffic, particularly from Google, and the continued impact of shedding non-core assets like Care.com. Digital operations at People Inc. demonstrated margin expansion and growth in non-session-based revenues, but these gains were offset by anticipated declines in legacy print and sessi

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.

AEye (NASDAQ:LIDR) reported higher first-quarter revenue and emphasized expanding commercial engagement across defense, transportation, automotive and infrastructure markets, while management said the lidar company remains focused on converting evaluations and proofs of concept into deployments. On

Lightwave Logic (NASDAQ:LWLG) reported a wider first-quarter loss while outlining progress on customer engagement, foundry integration and commercialization efforts for its electro-optic polymer technology, which management said is increasingly aligned with demand from artificial intelligence networ

More Chinese nationals who return home after working in the U.S., called ‘sea turtles,’ are fueling Beijing’s efforts to take on Silicon Valley

Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summi

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Ira

Moby summary of Protalix BioTherapeutics, Inc.'s Q1 2026 earnings call

BWX’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and non-GAAP earnings, but the market reaction was notably negative. Management attributed the performance to higher throughput, strong operational execution, and robust demand in both government and commercial segments. CEO Rex Geveden pointed to “improved throughput, favorable pacing of work, and exceptional operational execution” as major contributors. The company also highlighted a significant year-over

Enovix (NASDAQ:ENVX) reported first-quarter 2026 revenue above its guidance range as the battery developer said it is advancing commercial production for smart eyewear, refining smartphone qualification standards with customers and building a larger pipeline in drone, defense and industrial markets.

Aeluma (NASDAQ:ALMU) executives said the company is seeing increased customer interest in its photonics technology as artificial intelligence data center investment strains existing supply chains for optical components, while quarterly revenue remained roughly flat and the company narrowed its full-

Oil prices moved slightly lower on Wednesday, but markets were buoyed to new heights by the strength of the tech sector. Plus, the new Federal Reserve chair cleared his final confirmation hurdle this afternoon, which likely alleviated some lingering uncertainty at the central bank, and among investors. Incoming Fed Chair Kevin Warsh was confirmed by the Senate with a vote of 54-45 on Wednesday afternoon, becoming the 17th person to take on the job.

(Bloomberg) -- China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Coun

Evolv's Q1 report looked pretty solid, but that wasn't enough to stop sell-offs.

Apple’s (AAPL) AI strategy has been quiet for a while, but things could change quickly. Wedbush analyst Dan Ives raised his 12-month price target on Apple to $400 from $350, making it the most bullish call among major Wall Street analysts, according to TheFly. The move shows a broader ...