President Donald Trump rolled out an ambitious AI policy blueprint on the same day financial disclosures showed his accounts purchasing up to $5 million each in major tech stocks, reigniting ethics debates.
The Claude AI developer is exploring a custom chip built with Samsung's advanced foundry, signaling a broader industry pivot away from sole reliance on Nvidia.
Nvidia’s high-end AI chips, now subject to US export restrictions, have more than doubled in price on China’s underground market, as a widening crackdown on illicit trade meets insatiable demand from Chinese tech firms and resellers.
Super Micro Computer (NasdaqGS:SMCI) has been tapped as a global system builder and launch partner for Nvidia's new Vera Rubin NVL4 AI platform, rolling out next-generation liquid-cooled data center racks designed for large-scale AI and scientific workloads. The announcement positions Super Micro alongside Dell and other major vendors in the build-out of high-performance AI infrastructure, drawing renewed investor attention as the stock trades at $35.46.
Beijing is building a unified national computing grid that aims to source at least 80% of its chips and infrastructure from domestic suppliers, potentially locking out foreign tech giants like Nvidia and AMD.
SharonAI Holdings (SHAZ) saw a sharp rally after announcing a six-year, 72MW AI data center collaboration with NVIDIA in Australia. Despite a recent pullback, the stock's 90-day return of 172.74% and P/B of 11.3x — far above the IT sector average — have put the spotlight on whether the growth story justifies the price. With minimal revenue and ongoing losses, the real test is execution.
A $10,000 investment in the Technology Select Sector SPDR Fund (XLK) at the close of 2025 would have grown to roughly $13,434 by early June 2026—a 34% total return. Over the same stretch, the same money in the S&P 500 SPY gained just 11%. The gap comes down to a handful of mega-cap names riding an AI-driven capex wave that shows no signs of slowing.
Senator Elizabeth Warren has invited Nvidia CEO Jensen Huang to testify before the Senate Banking Committee on June 11 regarding the company’s China business and compliance with U.S. export controls on advanced AI chips, according to a report from CNBC.
Shares of IPG Photonics, MACOM, and Amkor surged in afternoon trading Monday after Nvidia CEO Jensen Huang laid out an aggressive AI chip roadmap at Computex Taipei, signaling a longer and larger investment cycle than markets had priced in.
Shares of Himax, FormFactor and Vishay Intertechnology surged in Tuesday afternoon trading after Nvidia CEO Jensen Huang’s GTC Taipei keynote at Computex laid out an extended timeline for the AI chip cycle, alongside fresh product announcements that rippled across the supply chain.
Marvell Technology surged to a record intraday high of $291.30 after Nvidia CEO Jensen Huang said the chipmaker could become the next trillion-dollar company, citing its critical role in data-center connectivity and AI infrastructure.
OpenAI CEO Sam Altman announced a dedicated robotics division over the weekend, while Nvidia partnered with China’s Unitree, piling pressure on Tesla’s still-unveiled Optimus humanoid robot and sending TSLA shares lower on Monday.
Hut 8 Corp. (Nasdaq: HUT) has seen its stock rally sharply after announcing a massive AI data center deal with Nvidia. But a board director cashed out $2 million worth of shares near the peak, raising questions about insider sentiment amid the company's pivot from Bitcoin mining to AI infrastructure.
Nvidia (NVDA) Chief Executive Officer Jensen Huang has publicly called on Super Micro Computer (SMCI) to strengthen its compliance efforts after Taiwanese authorities detained three people accused of making fraudulent declarations tied to AI servers containing Nvidia chips. According to a Bloomberg report...
The market has had weeks to absorb the unexpected news from early last month. Now, the question is whether Arista Networks can regain its footing ahead of Q2 results.
The Philadelphia Semiconductor Index hit a fresh record high on Tuesday, even as the broader Nasdaq slipped, after NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg. The announcement set off a chain reaction across the chip and AI-server supply chain, lifting shares of Skyworks Solutions, Qorvo, Super Micro, Dell, Micron, and others, while software giants like Alphabet and Microsoft fell sharply.
Bloom Energy surged after expanding a key partnership, reigniting dreams of life-changing returns. But with the stock already up more than 1,100% in a year, is there still enough fuel left for new millionaires?
As the S&P 500 pushes toward 8100, one portfolio manager argues the real bargains are overseas. Here are five foreign stocks he says can beat the U.S. benchmark.
Once overlooked by most investors, Navitas Semiconductor (NVTS) has become one of the most debated stocks on the Nasdaq. Its wild week—spiking on Nvidia ties, then plunging with the broader chip selloff—exposes a widening gap between market hype and Wall Street’s cautious forecasts.
This Dividend King offers a rare blend of high yield, low volatility, and a decades-long track record of raises — making it a solid anchor for income-focused portfolios.
