--- title: "Breakfast | Micron, SanDisk Surge Over 10%! Leading Chip Stocks to Record Highs" type: "News" locale: "en" url: "https://longbridge.com/en/news/285279515.md" description: "As the US attempts to ease tensions in the Middle East and states that the ceasefire agreement remains valid, US stocks rebounded. Chip stocks propelled both the S&P 500 and Nasdaq to new highs, with the chip index rising over 4% and outperforming the broader market to close at a record high. Memory chip stocks accelerated their gains, with Micron and SanDisk both rising over 10%. Following reports that Apple is negotiating chip foundry services, Intel closed up nearly 13%. AMD, with strong Q1 earnings and an even stronger Q2 guidance, jumped over 10% in after-hours trading. Super Micro Computer, with guidance for the current fiscal quarter exceeding expectations, rose as much as 20% in after-hours trading, while Palantir fell nearly 7% despite strong results" datetime: "2026-05-05T23:05:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285279515.md) - [en](https://longbridge.com/en/news/285279515.md) - [zh-HK](https://longbridge.com/zh-HK/news/285279515.md) --- # Breakfast | Micron, SanDisk Surge Over 10%! Leading Chip Stocks to Record Highs ## Market Overview As the US attempts to ease tensions in the Middle East and states that the ceasefire agreement remains valid, US stocks rebounded. Chip stocks propelled both the S&P 500 and Nasdaq to new highs, with the chip index rising over 4% and outperforming the broader market to close at a record high. Memory chip stocks accelerated their gains, with Micron and SanDisk both rising over 10%. Following reports that Apple is negotiating chip foundry services, Intel closed up nearly 13%; AMD, with strong Q1 earnings and an even stronger Q2 guidance, jumped over 10% in after-hours trading; Super Micro Computer, with guidance for the current fiscal quarter exceeding expectations, rose as much as 20% in after-hours trading, while Palantir fell nearly 7% despite strong results. Concerns intensified regarding local elections and rising energy prices, pushing the UK's 30-year gilt yield to its highest level since 1998. US Treasury prices rebounded, and yields retreated alongside oil prices, moving away from one-month highs. After the US Secretary of Defense stated that the US-Iran ceasefire agreement remains valid, the two-year US Treasury yield hit a new daily low. The US Dollar Index continued to emerge from a two-week trough; Bitcoin rose above $81,000 during the session, hitting a three-month high. In commodities, as the US Secretary of Defense stated that the ceasefire had not ended, crude oil retreated. During the session, WTI crude fell 5%, and Brent crude dropped over 4%. Metals rebounded, with gold rising over 1% during the session and moving out of a one-month trough. Copper on the COMEX closed up over 2%, marking its largest gain in nearly four weeks. During the Asian session, the Hang Seng Index and the Hang Seng Tech Index fell nearly 1%, with internet and technology stocks declining collectively. Baidu bucked the trend with a 2% gain, and CK Hutchison rose over 4%. ## Headlines > **China** > > The Iranian Foreign Minister will visit China on May 6 at invitation, where Wang Yi will hold talks with him. > > **Overseas** > > The US Secretary of Defense stated that the ceasefire has not ended, describing the "Freedom Plan" in the Strait of Hormuz as a temporary mission that does not seek engagement. Trump can continue military actions against Iran without seeking Congressional approval. The US military stated that Iranian attacks did not reach the threshold for restarting large-scale combat operations. Trump refused to clearly answer what actions would violate the ceasefire, stating that Iran "knows what not to do" and announced the suspension of "Freedom Plan" operations. For the first time, it was disclosed that the US military has deployed security teams on commercial vessels. The Iranian President stated that rational dialogue is still possible and that maximum pressure will not succeed. Iranian media reported that Iran has launched a new mechanism for managing passage through the strait, and the Iranian military warned vessels that deviating from designated channels would face a "resolute response." The Israeli Chief of Staff stated that if Iran attacks Israel, the Israeli military is prepared to respond with force. > > Iraq offered its largest discount in history: a concession of $33 per barrel, but buyers must traverse the "dangerous route" of the Strait of Hormuz to take delivery. Saudi Arabia lowered the official selling price for Arab Light crude oil sold to Asia in June, retreating from record highs. > > The US April Services PMI missed expectations, compounded by high price pressures, exacerbating stagflation concerns. US March job openings fell slightly to 6.87 million, while hiring activity rebounded. > > AMD's Q1 revenue exceeded expectations with a 38% growth, driven by a 57% surge in its data center business. Q2 revenue guidance exceeded expectations with an increase of over 50%. During the conference call, AMD projected Q2 CPU revenue to grow by over 70%, with Meta chips shipping in the second half of the year. > > Anthropic released financial AI agents, impacting data service providers like FactSet. Anthropic committed to investing $200 billion in Google Cloud services and chips. > > OpenAI launched the GPT-5.5 Instant model: more reliable, smarter, and open to all users. > > Reports: Apple is considering collaborating with Intel and Samsung to produce main device chips; Intel's stock surged over 10%. > > SanDisk's long-term contract scale continues to expand: it has locked in more than one-third of its shipments for fiscal year 2027, aiming directly for 50%. ## Market Closing US and European Stocks: The S&P 500 closed up 0.81% at 259.22 points; the Dow Jones Industrial Average rose 0.73% to 49,298.25 points; the Nasdaq Composite rose 1.03% to 25,326.126 points. The European STOXX 600 Index rose 0.70% to 609.72 points. A-Shares: Closed. Bond Market: By the end of the bond trading session, the yield on the US 10-year Treasury note was approximately 4.42%, down about 2 basis points for the day. The yield on the two-year US Treasury note was approximately 3.94%, down about 1 basis point for the day. Commodities: WTI crude oil futures for June delivery closed down 3.90% at $102.27 per barrel. Brent crude oil futures for July delivery closed down 3.99% at $109.87 per barrel. COMEX gold futures for May delivery closed up 0.8% at $4,555.8 per ounce. COMEX silver futures for May delivery closed up 0.05% at $73.108 per ounce. COMEX copper futures for May delivery closed up 2.55% at $5.9430 per pound. ## **Global Highlights** ### **China** Iranian Foreign Minister Araghchi to Visit China. The Ministry of Foreign Affairs spokesperson announced that Iranian Foreign Minister Araghchi will visit China on May 6 at invitation, and Wang Yi, Member of the Political Bureau of the CPC Central Committee and Minister of Foreign Affairs, will hold talks with him. Is it "Sell in May" after the April Decision for A-Shares? The team led by Liu Chenming at GF Securities Strategy stated that A-share Q1 reports exceeded expectations, with ROE rising for the first time after four consecutive years of decline. Improved operating cash flow is driving a positive cycle. After the "April Decision," structure is more important than position sizing. AI and the new energy industrial chain remain the strongest Beta. Trading risks in high-prosperity sectors are not yet overheated. Even if short-term adjustments occur subsequently, the prosperity trend will not change. Historical data shows that the "Sell in May" and "Poor May, Desperate June" effects have significantly faded in the A-share market. How Many Stars for May Day Consumption? Minsheng Securities believes that during the May Day holiday, the synergy with spring breaks, experiential consumption, and railway travel were the hottest. New energy vehicles accounted for nearly a quarter of total traffic, and international routes remained robust. However, the effect of trade-in policies is diminishing, and bulk consumption performance was mediocre. The mismatch between "strong" travel and "weak" consumption provides a highly tension-filled perspective for observing the current state of domestic demand. Upgrade Cambricon, Downgrade Inspur Information! Goldman Sachs Predicts the Rise of "Domestic AI Chips". Goldman Sachs released research reports on Cambricon and Inspur Information on the same day, raising the rating for one and lowering it for the other. Behind these two opposite conclusions lies the same logic: the continuous expansion of domestic AI chips' market share in China. This is a direct benefit for chip designer Cambricon, but for server manufacturer Inspur, it means downward pressure on product unit prices and gross margins. Cambricon's Q1 revenue grew 53% quarter-on-quarter, greatly exceeding expectations, with ample orders on hand. Inspur faces a situation of declining gross margins. ### **Overseas** Urgent "Firefighting"? US Secretary of Defense States Ceasefire Has Not Ended, US Military Says Iranian Attacks Did Not Reach Threshold for Restarting Large-Scale Combat, Trump Says Iran "Knows What Not to Do". - The US Secretary of Defense stated that the US military's "Freedom Plan" is defensive in nature, a temporary mission that does not seek engagement. Iran has not controlled the Strait of Hormuz, and two US commercial vessels have safely passed under US military escort. He urged Iran to remain prudent and ensure it does not cross lines, stating that Trump can continue military actions against Iran without seeking Congressional approval. The US military stated it is ready to resume large-scale combat operations against Iran at any time. Trump refused to clearly answer what behavior constitutes a violation of the ceasefire, stating that Iran is playing games but "wants to reach an agreement." Trump Announces Suspension of "Freedom Plan" Operations. Trump posted on social media that the "Freedom Plan" to "channel" vessel traffic in the Strait of Hormuz would be suspended in the short term. - Iranian President: Rational dialogue is still possible, and maximum pressure will not succeed. Iranian media reported that Iran has strengthened control over the strait and launched a new mechanism for managing passage. The Iranian military warned vessels that deviating from designated channels would face a "resolute response." The Iranian Foreign Ministry urged the US to "show goodwill." - The Pakistani Foreign Minister stated belief that Pakistani mediation could achieve "significant progress." The Israeli Chief of Staff stated that if Iran attacks Israel, the Israeli military is prepared to respond with force. Reports indicate that the US and Israel are coordinating and may be preparing to launch new strikes against Iran. - According to reports, US officials stated that two US commercial vessels carrying US military security personnel were attacked by Iran while passing through the Strait of Hormuz. This is the first time the US military has been disclosed to have deployed security teams on commercial vessels as part of the "Freedom Plan" channeling operation promoted by Trump. - Xinhua News Agency: Can the US "Freedom Plan" Bring Freedom to the Strait of Hormuz? Analysts believe that the US is attempting to break Iran's control over the strait in the name of "humanitarianism" backed by military strength. However, as long as Iran does not agree, this action will be difficult to advance. As long as Iran retains the ability to interfere and deter in the strait, the US "Freedom Plan" operations will be difficult to succeed. If the US attempts to escort vessels out of the Strait of Hormuz, US troops and military assets will come closer to Iran's range. - Is the "Ceasefire Agreement" Over? Trump "Deliberately Downplays," UAE Condemns, Iranian Military Warns, Foreign Minister Attacks "Freedom Plan". On Monday, US-Iran tensions escalated sharply. The US launched the "Freedom Plan" to channel traffic in the Strait of Hormuz and sank an Iranian vessel. Iran fired at US warships and commercial vessels, and the UAE suffered drone attacks from the Iranian direction for the first time. Trump deliberately downplayed the situation, stating that the ceasefire agreement was not explicitly violated. Iraq Offers Largest Discount in History: $33 Per Barrel Concession, But Buyers Must Traverse "Dangerous Route" of Hormuz for Delivery. The State Organization for Marketing of Oil (SOMO) of Iraq offered discounts of up to $33.40 per barrel to buyers of May contracts, on the condition that buyer tankers must traverse the nearly closed Strait of Hormuz to pick up cargo in the deep Persian Gulf. Data shows that only two tanker loadings were completed at the Basra port in April, a sharp drop from the normal 80 per month. SOMO also explicitly excluded force majeure clauses, transferring transit risks to buyers. - Saudi Arabia Lowers Official Selling Price for Arab Light Crude Sold to Asia in June, Retreating from Record Highs. Japan Intervenes to Boost Yen for "3 Consecutive Days" During Holiday, Claims It Counts as "Only Once," IMF Rules Allow "Maximum 3 Interventions Within 6 Months". Japan intervened in the foreign exchange market for three consecutive days during the Golden Week holiday, with estimated cumulative costs exceeding $54 billion. However, it claimed that the three actions counted as "only once," preserving quota for subsequent interventions. IMF rules state that a maximum of three interventions within six months are allowed to maintain the designation of a "free-floating exchange rate." Nomura Securities warned that if Sanae Takaichi does not adjust policy direction and the Bank of Japan does not pave the way for rate hikes, the effect of this round of interventions will be difficult to sustain. The risk of the "Sell Japan" trade making a comeback before June has significantly increased. US April Services PMI Misses Expectations, Compounded by High Price Pressures, Exacerbating Stagflation Concerns. The April ISM Non-Manufacturing PMI fell from 54.0 to 53.6, lower than the market expectation of 53.7. The S&P Global April Services PMI final value was revised down from the initial 51.3 to 51.0, with the employment sub-index shrinking for the second consecutive month. The input cost price index remained at cyclical highs. Weak growth and high inflation have exacerbated market concerns about stagflation, putting the Federal Reserve's monetary policy in a dilemma. US March Job Openings Fall Slightly to 6.87 Million, Hiring Activity Rebounds. US March JOLTS data showed that job openings fell slightly from the revised February figure of 6.92 million to 6.87 million, with a median expectation of 6.85 million. The hiring rate rebounded significantly from 3.1% in February (a five-year low) to 3.5% in March. The overall labor market continues its pattern of "low hiring, low layoffs." The market will now focus on Friday's non-farm payrolls report. AMD Q1 Revenue Exceeds Expectations with 38% Growth, Data Center Business Surges 57%, Q2 Guidance Beats Expectations. The midpoint of AMD's Q2 revenue guidance is $11.2 billion, equivalent to a year-on-year increase of approximately 50.6%, higher than analysts' expectations of $10.52 billion. During the earnings conference call, AMD's stock price extended its after-hours gains to over 10%. - AMD Conference Call: Expects Q2 CPU Revenue to Grow Over 70%, Meta Chips to Ship in Second Half. It is expected that the CPU market will grow by over 35% annually by 2030. Due to rising memory and component costs, the company expects PC shipments to decline in the second half of the year. Anthropic Releases Financial AI Agents, Impacting Data Service Providers Like FactSet. Anthropic released 10 financial AI agents capable of executing tasks such as drafting roadshow materials and reviewing financial statements. Integrated with office software like Excel, they enable automated financial modeling and research reports, aiming to boost efficiency in the financial sector. The announcement triggered market concerns about traditional financial data service providers. FactSet fell over 8% during the session before narrowing more than half of its losses, closing down approximately 2.2%. - Anthropic Commits to Investing $200 Billion in Google Cloud Services and Chips. OpenAI Launches GPT-5.5 Instant Model: More Reliable, Smarter, Open to All Users. GPT-5.5 Instant will be rolled out to all ChatGPT users within two days. Compared to GPT-5.3 Instant, it features a significant reduction in inaccurate statements in professional fields such as medicine and law, as well as in high-difficulty conversations. It also performs better in daily tasks and image analysis. Meanwhile, OpenAI has comprehensively improved memory and personalization features, making them available to subscribers. Report: Apple Considering Collaboration with Intel and Samsung to Produce Main Device Chips. Apple is in preliminary discussions with Intel and Samsung regarding foundry services for main chips, but no orders have been formed. Analysts believe this move is driven by tight advanced process capacity caused by the AI boom. Apple CEO Tim Cook explicitly stated in the latest earnings conference call that chip shortages are constraining iPhone and Mac growth and predicted that it would "take several months to restore supply-demand balance." Collaboration with Intel is also seen by some executives as a potential bargaining chip to improve relations with the Trump administration. SanDisk Long-Term Contract Scale Continues to Expand: Locked in Over One-Third of FY2027 Shipments, Aiming Directly for 50%. SanDisk has signed five long-term supply agreements, expected to cover more than one-third of its NAND shipments in fiscal year 2027. The CEO stated that this proportion is expected to exceed 50%. The three contracts signed in the third quarter have minimum contract revenues of approximately $42 billion. The contract structure introduces collateral and default compensation mechanisms, making them significantly more binding than traditional supply agreements. Meanwhile, SanDisk's HBF prototype production line will start within the year, with a complete system solution expected to land in the first half of 2027. Google's TPU Dilemma: Opening Market Doors, But New Cloud Providers Like Nebius and CoreWeave Choose to Wait and See. In the same week that Google announced plans to sell TPUs directly to customers, three mainstream US cloud service providers—Nebius, Lambda, and CoreWeave—publicly stated they would not follow suit immediately. Lambda's CFO bluntly stated they have "green blood flowing" (implying Nvidia), as 99% of their demand indeed comes from Nvidia GPUs. CoreWeave sticks to the GPU track citing risk-return reasons. ### **Research Report Highlights** Father of Claude Code: In the Era of "Universal Programming," True Corporate Leadership Lies in "Generational Gaps in Organizational Processes". Boris, the creator of Claude Code, stated that the programming problem has been "solved": he has not written a single line of code himself in 2026, using his phone daily to orchestrate hundreds of Agents. The real divide is not technology, but organizational processes. With the same tools, whoever transforms their organizational processes first possesses true competitive advantage. "Now is the best time to start a business because, due to AI, opportunities for disruption are everywhere. We have great potential." ### **Domestic Companies** Foxconn April Revenue Hits Same-Period Record, Up Nearly 30% Year-on-Year, AI Server Demand Continues to Support Performance. Foxconn's revenue in April 2026 was NT$832.1 billion, a year-on-year increase of 29.74%, hitting a record high for the same period in previous years. The momentum of procurement for AI cloud products was the core driver. However, the month-on-month growth rate dropped from 34.90% in March to 3.53%, with consumer smart categories being the only declining segment. The company expects quarterly growth in the second quarter while cautioning about uncertainties in the global political and economic landscape. ### **Overseas Macro** US SEC Proposes Allowing Listed Companies to Replace Quarterly Reports with Semi-Annual Reports, Reducing Disclosure Frequency from Four Times to Twice a Year. The proposal is currently in the public comment phase. If passed, listed companies can voluntarily decide whether to abandon the long-standing Form 10-Q quarterly report format and adopt the newly established Form 10-S semi-annual report, rather than being forced to switch. The SEC Chairman stated that this aims to provide companies with greater regulatory flexibility. ### **Overseas Companies** Musk's "Secret Peace Overture" Rejected, OpenAI President's $30 Billion Wealth Exposed, Investments in Cerebras, CoreWeave, and Other Affiliated Companies. During the second week of the trial in Musk's lawsuit against OpenAI, OpenAI President Brockman disclosed that his equity stake in OpenAI is valued at nearly $30 billion, although he has never invested any personal funds into OpenAI. Text messages revealed before the trial showed that after Musk's active peace overtures failed, he threatened: "By the end of this week, you and Altman will become the two most hated people in the United States." OpenAI lawyers pointed out that this text message proves Musk's true motive for the lawsuit is to strike at competitors, not out of legal necessity. Executive Exodus Continues to Spread, OpenAI Sales Head Quietly Resigns. The exodus of executives from OpenAI continues to spread. After the successive departures of core executives in product, operations, and marketing, Sales Head James Dyett recently announced he would join long-term investor Thrive Capital. This series of talent losses occurs as competitor Anthropic accelerates its expansion—with annualized revenue exceeding $44 billion, rapidly eroding the enterprise market—making the competitive pressure and internal stability issues facing OpenAI more prominent. ## Today's Key Events Preview China's April RatingDog Services and Composite PMI. Final values for Eurozone, UK, and India April Services and Composite PMI. US April ADP Employment Change. Eurozone March PPI. Speeches by St. Louis Fed President Musalem and Chicago Fed President Goolsbee. 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