Information Technology(IN00394.US)

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US says reached deal with Taiwan to lower tariffs, boost investments

The United States has reached a deal with Taiwan to reduce tariffs on Taiwanese goods to 15% and boost investments from Taiwanese semiconductor and tech companies, totaling at least $250 billion. This agreement aims to enhance the U.S. semiconductor sector and facilitate Taiwanese investments in advanced technologies. The deal includes favorable treatment for Taiwanese firms in future semiconductor duties and is part of efforts to increase self-sufficiency in semiconductor production in the U.S.

Yahoo Finance·
US
SOXL
+4.88%
Yahoo Finance·
US
SOXL
+4.88%

Open ISA champ SiFive leaps aboard Nvidia's proprietary interconnect bandwagon

SiFive has joined Nvidia's NVLink Fusion interconnect technology, raising questions about the future of rival UALink. SiFive, known for its RISC-V CPU designs, will now support NVLink, which allows for high bandwidth connections between CPUs and GPUs. This move aligns with a trend towards heterogeneous systems in AI data centers. SiFive's CEO emphasized the benefits of integrating NVLink with their CPU platforms. Meanwhile, AMD is launching UALink-based systems, but challenges persist in establishing this standard as Broadcom shifts focus to its own interconnect solution.

The Register·
US
AMD
+1.93%
US
NVDL
+4.15%
HK
07788
-0.62%
The Register·
US
AMD
+1.93%
US
NVDL
+4.15%
HK
07788
-0.62%

GitLab Announces the General Availability of GitLab Duo Agent Platform | GTLB Stock News

GitLab has announced the general availability of its Duo Agent Platform, designed to enhance software development through AI-driven automation. This platform addresses the AI paradox in software delivery by improving orchestration and productivity across the software lifecycle. Key features include Agentic Chat for context-aware assistance, foundational agents for task management, and external agent integration with leading AI tools. The platform is available for GitLab Premium and Ultimate customers, with plans for broader availability in the GitLab 18.8 release cycle.

StockTitan·
US
GTLB
-3.90%
StockTitan·
US
GTLB
-3.90%

The Institutional Shift In 2026 Behind Crypto’s Next Tipping Point

Crypto is entering a new phase driven by fundamentals and financial infrastructure, as discussed by David Duong from Coinbase. Key points include the shift of investors towards riskier assets due to inflation, the rise of stablecoins as a settlement layer, the slow but viable nature of regulation, and the impact of tokenization on private markets. Duong emphasizes that crypto's next move will result from multiple converging forces rather than a single catalyst, indicating a significant shift in the market by 2026.

Talkmarkets·
US
COIN
-6.48%
US
CRCL
-9.67%
Talkmarkets·
US
COIN
-6.48%
US
CRCL
-9.67%

Over half of AI projects are shelved due to complex infrastructure

A recent report reveals that over half of AI projects have been delayed or canceled due to complex infrastructure issues. A survey of 600 IT and business decision-makers indicated that two-thirds find their AI environments too complicated to manage. DDN's CEO, Alex Bouzari, highlighted that the necessary infrastructure and operational foundation for AI deployment are lacking, leading to underutilization of resources and increased costs. Despite enthusiasm for AI, many organizations struggle to achieve measurable returns on their investments, with predictions of further cancellations in the coming years.

The Register·
US
AI
-2.73%
The Register·
US
AI
-2.73%
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$NVIDIA(NVDA.US)Woke up to this. SELL FILLED. Let’s go!!! NVDA’s volatility truly prints. I’m forever grateful! Hallelujah! 😌

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$Datadog(DDOG.US) is below my end of day stop so I manually took it off for a loss.

Source: Sunrise Trader

This is why we track politicians' stock trades 🚨

One year ago, we flagged Rep. Brad Knott for buying CompoSecure

Why? Three reasons

- Rep. Brad Knott is the only politician to buy $CompoSecure(CMPO.US)

-...............
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$Arm(ARM.US) dumpster dive setup showing signs of reversal.

Source: Sunrise Trader

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BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return, Taiwan is pledging $250B in chip related investments.

TSMC had one of their best earnings in history today, increasing reven..................
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