China Southern CSI Semiconductor Industry Custom ETF

SVC President Speaks at Guangdong High-Quality Development Conference to Support Two Industry Synergistic Development

Kioxia Exceeds Market Expectations with Full-Year Operating Profit Forecast and Third Quarter Net Profit

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The AI trade is driving the market to record highs despite ongoing uncertainty in the Middle East. Concerns over supply shocks for natural gas and helium have not significantly impacted chip manufacturers and hyperscalers. Since March 30, the iShares Semiconductor ETF (SOXX) has increased by over 30%.

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Invesco Semiconductors ETF

SPDR S&P Semicon

Guotai CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VanEck Semiconductor ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC Guozheng Semiconductor Chip ETF

The AI trade is fueling the market to record highs despite Iran war

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In the 2026 Robot Half Marathon, the Qi Tian Da Sheng Team, Thunder Lightning Team, and Spark Ignition Team won the championship, runner-up, and third place, with net times of 50 minutes 26 seconds, 50 minutes 56 seconds, and 53 minutes 01 seconds, respectively. All participating robots from the three teams were autonomous navigation robots. (CCTV News)

36Kr

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

The Honor family of robots swept the top three positions

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Heterogeneous Integration Packaging Solutions Pvt Ltd has commenced work on India's first advanced 3D glass chip packaging unit in Bhubaneswar, with an investment of ₹1,943 crore. This project, part of the India Semiconductor Mission, aims to produce 50 million semiconductor units annually and create over 2,500 jobs. It focuses on advanced glass substrate packaging and 3D heterogeneous integration technologies, positioning Odisha as a hub for next-generation electronics manufacturing and reducing reliance on imports. The project is expected to enhance India's semiconductor ecosystem and support high-performance computing and AI advancements.

Business Standard

Harvest SSE STAR Chip ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

India's 1st advanced 3D glass chip packaging unit to come up in Bhubaneswar

General Compute Inc. has launched an inference cloud platform specifically designed for AI agents, set to be generally available on May 15, 2026. The platform utilizes purpose-built AI accelerators instead of general-purpose GPUs, allowing for independent scaling of inference processing stages. It features an industry-standard API for easy integration and will support various open-source LLMs. The infrastructure is powered by hydroelectric energy and is designed for efficiency. Early partnerships are currently in place as the company prepares for its official launch.

Fidelity

ISHRS S&P Glb It

General Compute Launches ASIC-First Inference Cloud for Autonomous AI Agents

TSLA

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PONY

Goldman Sachs analysts believe that autonomous driving deployment relies on proprietary technologies from companies such as Waymo, Tesla, and Pony AI, while also benefiting from commercial Physical AI tools provided by firms like NVIDIA. They predict the global Robotaxi market will reach $415 billion by 2035, with the autonomous trucking market reaching an even higher $560 billion, resulting in combined gross profits exceeding $280 billion

- Goldman Sachs analysts highlight that autonomous driving will significantly contribute to AI investment returns, with expectations for rapid commercialization.  
- The report forecasts the U.S. robotaxi market will grow from $7 billion in 2030 to $19 billion by 2035, driven by advances from companies like Waymo and Tesla.  
- Additionally, the autonomous truck market is projected to exceed $135 billion in gross profits by 2035, indicating a potential disruption of $440 billion in existing markets.

Wallstreetcn

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Pony AI

NVIDIA

GraniteShares 1.25 Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

XL2CSOPTSLA

GraniteShares 2x Long NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bull 2X Shares

Simplify Volt TSLA Revolution ETF

T-Rex 2X Long Tesla Daily Target ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long TSLA Daily ETF

AI Spending a Bottomless Pit? Goldman Sachs Outlines Path to Break Even: Autonomous Driving to Ignite Trillion-Dollar Profit Pool

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NN plans to acquire 100% of Shenzhen Jiahe Jingwei Electronic Technology Co., Ltd. for 1.078 billion yuan, conducting a major asset restructuring. The company's main business is facing growth pressure, having incurred losses for five consecutive years, with an expected net profit loss attributable to the parent company of 244 million yuan in 2025. This acquisition will allow NN to expand into the semiconductor storage field, aiding in strategic transformation and enhancing profitability

腾讯新闻 - 财经

Betting on the storage supercycle? The lighting leader with nearly 1 billion in cumulative losses over five years acquires a storage chip company for 1.078 billion yuan

Advantech has partnered with NETINT Technologies to enhance video infrastructure efficiency. Their collaboration combines Advantech's VEGA series servers with NETINT's Smart Video Processing Units (VPUs), increasing streams-per-system and reducing total cost of ownership. The VEGA-6321 mini server supports real-time streaming, while the upcoming VEGA-7141 server can handle up to 384 simultaneous 1080p streams. This partnership aims to redefine video encoding economics, enabling scalable and efficient deployments for live streaming and broadcasting. The solutions will be showcased at NAB Show Las Vegas 2026.

Advantech and NETINT Bring VPU-Powered Efficiency to Video Infrastructure, Scaling to 384 Live Streams in Compact 1RU Servers

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Shares of companies within the broader tech sector are trading higher amid overall market strength after Iran opened the Strait of Hormuz for the remainder of the ceasefire following a 10-day armistice between Israel and Lebanon. This alleviates the ongoing supply disruption and lessens energy costs.

benzinga_article

SPDR S&P Software

Dacheng NASDAQ 100 ETF (QDII)

China Universal NASDAQ 100 ETF(QDII)

Franklin Exponential Data ETF

Tianhong CSI Computer Theme ETF

China Merchants NASDAQ 100 ETF(QDII)

First Trust NASDAQ-100 Equal Weighted

First Trust Nasdaq Cybersecurity

Ark Innovation ETF

iShares Future AI & Tech ETF

Fidelity Nasdaq Composite Index ETF

Global X Cloud Computing ETF

ProShares Ultra QQQ

Pacer Cash COWZ 100-Nasdaq100RotatorETF

iShares Expanded Tech Software Sector ETF

Global X Robotics & Artificial

Proshares UltraPro QQQ

Invesco Nasdaq 100 ETF

Invesco QQQ Trust

Global X Internet

First Trust Index NextG ETF

NASDAQ-100

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Big Tech stocks, including Oracle, AMD, and Microsoft, are experiencing significant gains this week, with Oracle up 32%, AMD up 13%, and Microsoft up over 14%. Oracle's rise follows a major AI data center deal, while AMD reached an all-time high after a 12-day gain streak. Intel's stock surged 55% in April due to new partnerships. The iShares Expanded Tech-Software ETF (IGV) is also up about 15%, marking a strong week for tech stocks amid recovery hopes in the sector.

- Big Tech stocks are seeing significant gains this week, with Oracle up 32%, AMD up 13%, and Microsoft up over 14%.  
- Oracle's rise is attributed to an AI data center deal, while AMD reached an all-time high during a 12-day gain streak.  
- The iShares Expanded Tech-Software ETF is also experiencing a notable increase, although it remains down 20% for the year amid previous sector challenges.

CNBC

INTEL-T

Intel

Microsoft

Oracle

Direxion Daily MSFT Bull 2X Shares

Guotai CSI Computer Theme ETF

Spdr Select Tech

VG Info Tech

Defiance Daily Target 2X Long ORCL ETF

VG Total Stock

T-Rex 2X Long Microsoft Daily Target ETF

YieldMax MSFT Option Income Strategy ETF

Invesco PHLX Semiconductor ETF

Invesco AI and Next Gen Software ETF

VG S&P 500

GraniteShares 2x Long AMD Daily ETF

SPDR S&P 500

GraniteShares 2x Long MSFT Daily ETF

Invesco S&P 500 Equal Weight Tech ETF

Global X Data Center & Dgtl Infrs ETF

GraniteShares 2x Long INTC Daily ETF

Bloom Energy

Alphabet

Alphabet - C

Broadcom

Micron Tech

Marvell Tech

ON Semiconductor

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

AMD, Oracle, Microsoft and the IGV lead a monster week for tech stocks

Tech stocks are once leading stocks to all-time highs — but Société Générale's Chief US Equity Strategist, Manish Kabra, says don't rush back in.

Société Générale

2 reasons you should wait to pile into the market's resurgent tech trade, according to SocGen's US stock chief

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Yangtze Memory Technologies is undergoing an epic expansion due to a surge in storage orders, with total capacity expected to double and monthly production capacity per factory reaching 100,000 wafers. Yangtze Memory Technologies' revenue in the first quarter exceeded 20 billion yuan, a year-on-year increase of 100%. Hefei Changxin Technology also showed explosive growth, with revenue reaching 32.084 billion yuan in the first nine months of 2025, a year-on-year increase of 97.79%. Changxin Technology's IPO is currently suspended due to expired financial documents, and subsequent financing is expected to drive a new round of capacity release

华尔街见闻资讯

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CHANGHONG TECHNOLOGY

Shin-Etsu Chemical Co., Ltd.

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Shin-Etsu Chemical Co Ltd

SMIC HK SDR 5to1

Changxin Storage and Yangtze Memory Technologies are currently implementing "payment in advance for production scheduling," with the latter undergoing "epic-scale expansion."

Beijing Chip Vision Software Technology Co., Ltd. (Chip Vision) plans to make a push for the Beijing Stock Exchange after failing to IPO on the Sci-Tech Innovation Board and the Shenzhen Main Board. Its IPO guidance filing application was accepted on April 15, with Ping An Securities as the guiding underwriter. Founded in 2002, the company specializes in electronic design automation (EDA) software, with a gross profit margin of up to 76.02%. In 2025, the company achieved operating revenue of 248 million yuan and a net profit of 128 million yuan. Previously, Chip Vision applied for IPOs on the Sci-Tech Innovation Board and the Shenzhen Main Board in 2020 and 2021, but both attempts were unsuccessful

China Merchants CSI Semiconductor Industry ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

After two failed IPO attempts, this EDA company is sprinting towards the Beijing Stock Exchange

The Trump administration is considering granting federal agencies access to Anthropic's AI model, Mythos, despite ongoing legal disputes with the company. Gregory Barbaccia from the White House Office of Management and Budget indicated that safeguards are being prepared for this access, although no timeline has been provided. Mythos, part of Anthropic's Project Glasswing, has not been released publicly due to identified vulnerabilities. The situation remains fluid as both Anthropic and the White House have not commented on the developments.

Amazon

Trump Admin Is Embroiled In A Feud With Anthorpic, Now They Are Reportedly Considering Giving Federal Agencies Access To Mythos Despite Fears

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SenseTimehas announced a share placement agreement to raise approximately HK$32.47 billion. The agreement, effective April 16, 2026, involves the subscription of 1.7 billion shares at HK$1.91 each, an 8.6% discount from the latest closing price. The net proceeds are estimated at HK$32.3 billion, which will be used to enhance financial resources for investments and support general working capital needs.

CoinLive

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SENSETIME-WR

SenseTime Announces Share Placement Agreement to Raise HK$32.47 Billion

China Southern CSI Semiconductor Industry Custom ETF(159325.SZ)

China Southern CSI Semiconductor Industry Custom ETF Stock Performance Chart

The AI trade is fueling the market to record highs despite Iran war

The Honor family of robots swept the top three positions

India's 1st advanced 3D glass chip packaging unit to come up in Bhubaneswar

General Compute Launches ASIC-First Inference Cloud for Autonomous AI Agents

AI Spending a Bottomless Pit? Goldman Sachs Outlines Path to Break Even: Autonomous Driving to Ignite Trillion-Dollar Profit Pool