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TAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen ‌Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on ‌Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.

Wood trimmed her stake in AMD, while buying Cerebras stock.

The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.

A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.

AMD and Micron are two of the hottest stocks in the market and continue to have more upside ahead.

Samsung Electronics said on Friday it has started shipping ‌samples of its latest high-bandwidth memory (HBM) ‌chip, or the 12-layer HBM4E, marking what it said ​was the industry's first shipment of such products. Samsung said the chip uses its latest ⁠1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's ‌efforts to strengthen its ​position in the next-generation ​AI memory market ​by proactively supplying samples of ‌its latest products.

The partnership gives Rocket One access to AMD cloud tools and AI development resources.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...

At $521.31, Advanced Micro Devices (NASDAQ:AMD) looks like a stock where the bullish setup still has room to run. The stock ripped roughly 25% in the week after Q1 earnings. Thus, Wall Street is still catching up to what the inference cycle means for the rare chipmaker selling both the CPU and the GPU at ... Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It

TSMC CEO pledges 30%+ staff bonuses as Q1 revenue hits $35.9 billion and AI demand surges. Here's why TSM stock looks like a long-term winner for investors.

NVIDIA (NASDAQ:NVDA) dominates 2026 financial television as the consensus AI play. But the trade quietly outrunning it belongs to a company whose CEO refuses to say the magic words. Apple (NASDAQ:AAPL) closed at $311, an all-time high on a split-adjusted basis, carrying a $4.57 trillion market cap, up 54% in one year. Tim Cook never ... Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway

The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.

You may want to keep hitting the buy button on Qualcomm (NASDAQ:QCOM), and the last six weeks handed you three more reasons to do it again. While the financial press tracks every twitch in the Nvidia (NASDAQ:NVDA) versus AMD (NASDAQ:AMD) slap fight, Qualcomm quietly signed the biggest AI deal in its history. The stock has run 100% from ... While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

AVGO's new BCM68850 pairs 50G fiber with Wi-Fi 8 and an on-chip NPU, turning home gateways into edge-AI nodes for next-gen consumer traffic.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.62%. June E-mini S&P futures (ESM26 ) are up +0.33%, and June E-mini Nasdaq futures...

Nvidia’s financial and operating performance remains exceptionally robust despite the company operating at a significantly large scale.

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 116% has outpaced the S&P 500’s 9.8% return.

A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA) announced an $80 billion stock buyback, raised its dividend sharply, and projected $1 trillion in sales of its most advanced AI chips “just this year and next.” Despite the good news, the stock ... Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026. People who bought a 3x leveraged semiconductor fund into the back half of the AI capex cycle and held are laughing their way to the bank, ... ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) both reported Q1 2026 earnings in the past month, and the results tell two very different stories about how x86 chipmakers are riding the AI buildout. Intel is mid-turnaround under new CEO Lip-Bu Tan, leaning on foundry ambitions and CPU partnerships. AMD is already cashing checks on AI accelerators, with ... Intel vs AMD: The Ideal Long-Term Investment

NVIDIA has outperformed the S&P 500 over the past year, and analysts are highly optimistic about the stock’s prospects.

AMD’s ROCm software may not match Nvidia’s CUDA, but it does just enough to be a serious threat.

DaVita is highlighted as Zacks Bull of the Day, while Arcosa faces pressure from weakening earnings revisions.

Rocket One announced its entry into AMD’s AI Developer Program to gain access to AI development resources, technical training, and developer tools.

MU's non-GAAP gross margin hits a record 74.9% in Q2'26 as DRAM/NAND prices and AI demand surge. Rising memory prices may help it attain Q3 guidance of 81%.

With a five-year EPS forecast of 62.36%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 12 Best Future Stocks to Buy Right Now. On May 21, Citi raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $460 from $358 while maintaining a Neutral rating, introducing a new CPU total addressable market model that includes general-purpose […]

Nvidia stock gains have been well behind the wider chip sector as investors watch the shifts in artificial-intelligence hardware.

Earnings from Snowflake appear to have flipped the script for the market. Software stocks jump as chip makers struggle.

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.