Roundhill Generative AI & Tech ETF

Bessemer Group Reduces Broadcom Stake by 2.9% in Q4, Holdings Worth $1.86 Billion

Nvidia Q1 Revenue Surges to $81.6B, Unveils Vera CPU Amid Stock Decline Concerns

AMD Plans to Extend Data Center CPU Roadmap to TSMC 2nm Process

AMD and TSMC Cooperate to Boost Next-Gen CPU Capacity

AMD Helios Rack Platform Expected to Achieve Multi-Gigawatt Deployment in Second Half of 2026

AMD Invests Over $10 Billion in Taiwan to Expand AI Packaging and Manufacturing Facilities

RBC Raises Nvidia Target Price from $250 to $270

Morgan Stanley Raises Nvidia Target Price from $285 to $288

Jefferies Raises Nvidia Price Target from $275 to $300

NVIDIA Wins Multiple Best Choice Awards at COMPUTEX 2026 and Showcases Vera Rubin NVL72

Duan Yongping's H&H Q1 13F Disclosed: Cleared Alibaba & TSMC, Bullish on Tesla & Nvidia

Nvidia Q1 Earnings Beat Expectations; CEO Huang: Conceded China AI Chip Market to Huawei

Nvidia H200 Sales Blocked in China Yield No Revenue, Stock Falls 1.6% Despite Strong Earnings

Nvidia Reports Earnings, Performance Exceeds Expectations Across the Board

Zhipu Completes Scaled Deployment of ZCube Architecture, GLM-5.1 Inference Throughput Increases by 15%

Melius Research Raises Nvidia Price Target to $400

Nvidia Q2 2026 Earnings: Revenue up 85% to $81.6B, Unveils Vera Rubin Platform

Zhipu AI Launches AutoClaw APP Version, Supporting Cross-Platform Sync and Agent Collaboration

Google Unveils Cloud Fraud Defense at Next'26 to Combat AI Fraud

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

SOXX

SOXQ

AMUU

SOXL

FTXL

AMDL

AMD plans to invest over $10B in Taiwan's semiconductor ecosystem to enhance AI packaging. The company is partnering with ASE, SPIL, and PTI for Venice CPUs and AI compute. AMD's stock surged 74% in April 2026, driven by AI demand. CEO Lisa Su met with China's VP to discuss sales and access to AI chip markets.

- AMD plans to invest over $10 billion in Taiwan's semiconductor ecosystem to enhance advanced packaging for AI technology.  
- The investment includes partnerships with ASE, SPIL, and PTI to develop 2.5D EFB interconnects for Venice CPUs and AI compute applications.  
- CEO Lisa Su met with Chinese Vice Premier He Lifeng to discuss AMD's sales and access to the AI chip market, highlighting China's significance for data centers and AI workloads.

TradingView

iShares Semiconductor ETF

VG Info Tech

Invesco PHLX Semiconductor ETF

Direxion Daily AMD Bull 2X Shares

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

Invesco AI and Next Gen Software ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long AMD Daily ETF

VanEck Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

Advanced Semiconductor Engineering

Key facts: AMD $10B+ Taiwan investment; Venice/Verano CPUs; stock +74%

NVDA

NVDL

NVDX

NVDU

NVDY

The world's most valuable company beat forecasts as revenues jumped 85%. Yet rising competition and efforts to diversify beyond big tech left investors cautious, sending shares lower in late trading. View on euronews

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Spdr Select Tech

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

NVIDIA Corporation

Nvidia beats expectations again as AI boom drives revenue surge, but shares slip

AMDD

As of May 21, 2026, the semiconductor sector has shown weak performance, with the Huaxia Semiconductor ETF down 6.36% and the Huaxia Semiconductor Equipment ETF down 4.00%. Popular stocks such as Shanghai HJ and Aisen Co., Ltd. have both seen significant declines. AMD plans to expand its data center CPU products to TSMC's 2nm process and enhance its advanced packaging capabilities

- As of May 21, 2026, the China Innovative Semiconductor ETF (588170) fell by 6.36%, while the Semiconductor Equipment ETF (562590) decreased by 4.00%.  
- Noteworthy individual stocks included Shanghai Hejing with a decline of 14.86%, and others like Aisen and Zhongju Xin, which also saw significant drops.  
- AMD plans to expand its data center CPU roadmap to TSMC's 2nm technology and enhance strategic partnerships, impacting related ETFs focused on semiconductor equipment.

同壁财经

Direxion Daily AMD Bear 1X Shares

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

WWXS

ASEM

Grandit

ThinkonSemi

UIGreen

Taiwan Semiconductor

AMD's advanced process and packaging layout attract attention, semiconductor sector weakens in the afternoon

NVDD

NVDS

NVDQ

US President Trump stated that negotiations with Iran are in the 'final stages' but warned of potential military action if no agreement is reached. Despite progress, significant gaps remain regarding Iran's nuclear program. Meanwhile, NVIDIA shares fell 1.3% post-earnings, and European equity futures indicate a flat market open. Upcoming highlights include Global S&P PMIs and US Initial Jobless Claims.

- US President Trump stated that negotiations with Iran are in the "final stages" and warned of potential military action if no agreement is reached.  
- Reports indicate progress on a memorandum of understanding, although significant gaps persist regarding Iran’s nuclear program and the Strait of Hormuz reopening.  
- Meanwhile, US markets rose amidst optimism about the Middle East conflict resolution, while energy stocks declined sharply due to falling oil prices.

ZeroHedge

Direxion Daily NVDA Bear 1X ETF

AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Walmart

Deere

Europe primed for a lower open with NVIDIA lower post-earnings and Crude rebounding modestly after hefty losses - Newsquawk EU Market Open

Nvidia reported a record $81.6 billion in fiscal Q1 revenue, an 85% increase year-over-year, surpassing analyst expectations due to strong data center demand. CEO Jensen Huang launched the Vera CPU, targeting a $200 billion market and projected to contribute $20 billion in revenue this year. However, shares declined as investors considered rising competition, supply constraints, and uncertainties in the China market.

- Nvidia's fiscal Q1 revenue reached $81.6 billion, marking an 85% year-over-year increase and exceeding analyst predictions, fueled by high data center demand.  
- CEO Jensen Huang unveiled the Vera CPU, targeting a $200 billion market, which is anticipated to contribute $20 billion to revenue this fiscal year.  
- Despite promising guidance and returns for investors, Nvidia's shares declined due to concerns about escalating competition, supply constraints, and uncertainties in the Chinese market.

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

GraniteShares 2x Short NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

Nvidia posts record $81.6B quarter, unveils Vera CPU

AMD is enhancing its strategic partnerships and expanding its advanced packaging capabilities to strengthen its position in the semiconductor industry. This initiative aims to leverage new technologies and improve product offerings, supporting the company's growth and innovation in the coming years.

CoinLive

AMD to Expand Strategic Partnerships and Advanced Packaging Capabilities

AMD is collaborating with TSMC to boost production capacity for its next-generation CPUs, aiming to meet rising demand for advanced processors. This partnership will utilize TSMC's advanced manufacturing technology to enhance efficiency and output, reinforcing AMD's position in the competitive semiconductor market.

AMD Collaborates with TSMC to Boost Next-Gen CPU Production

GOOGL

GOOG

Aflac (AFL) issued approximately ¥65.9B ($415M) in yen-denominated bonds across four tranches, with a 10-year coupon of about 3.482%. This move reflects ongoing investor interest in foreign credit within Japan's expanding bond market.

- Aflac (AFL) issued approximately ¥65.9B ($415M) in yen-denominated bonds across four tranches.  
- The bonds feature a 10-year coupon rate of about 3.482%, reflecting strong investor interest in foreign credit in Japan.  
- This transaction signifies the ongoing expansion of Japan’s bond market.

AFLAC

Alphabet

Alphabet - C

US insurer Aflac taps samurai bond market, following Alphabet's move

AMD has announced over $10 billion in investments in Taiwan to enhance AI infrastructure through strategic partnerships and advanced packaging capabilities. The investment aims to support the deployment of the AMD Helios rack-scale platform, featuring the 6th Gen EPYC CPUs and MI450X GPUs, with production-ready systems expected in the second half of 2026. Collaborations with local partners like ASE and SPIL will focus on developing next-generation interconnect technology to improve performance and efficiency in AI systems.

- AMD has announced over $10 billion in investments to enhance advanced packaging capabilities in Taiwan for next-generation AI infrastructure, including new partnerships and technologies.  
- The investments will facilitate the rollout of the AMD Helios rack-scale platform featuring 6th Generation EPYC CPUs and MI450X GPUs, with deployments expected by the second half of 2026.  
- These advancements aim to drive higher performance and efficiency in AI systems while reinforcing AMD’s expertise in silicon and manufacturing technologies.

Fidelity

Sanmina

AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure

Nvidia's latest earnings report shows impressive growth, with quarterly revenue increasing 85% year-over-year. The company is uniquely positioned in the AI sector, expecting $1 trillion in sales from its GPU chips by 2027. Nvidia has announced a significant increase in its dividend and a new $80 billion share repurchase plan, reflecting its commitment to returning capital to shareholders. Despite its high market cap, analysts suggest Nvidia stock remains a buy due to its strong financial performance and growth potential in AI.

Is Nvidia a buy after their latest earnings report?

Roundhill Generative AI & Tech ETF(CHAT.US)