SPDR S&P Semicon

Intel Receives $8.9 Billion in Government Funding and Collaborates with NVIDIA on New Products

Marvell Tech to Release FY2027 Q1 Earnings on May 27 After-Market EST, Forecast Revenue USD 2.399 B, EPS USD 0.3243

AMD Adopts Dual-Track CCD Strategy for Venice Processor, Zen 6 High-Density Version Enters Production

Intel expresses concern at JPMorgan conference that rivals know of its partnerships

AMD to Participate in Supercomputing 2026 (SC26)

Intel CEO States 14A Process Has the Opportunity to Launch Concurrently with TSMC, Potentially a Major Breakthrough

AMD CTO Mark Papermaster Sells 6,000 Shares for $2.6 Million on May 15

AMD's stock declines after CEO Lisa Su meets with high-level Chinese officials

Amazon and AMD Increase Holdings in Marvell, Highlighting Potential to Replace Nvidia in AI

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

MaxLinear Unveils Coronado and Laguna Series USB UART Chips to Empower AI Data Centers

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

SiTime Plans $1.1B Convertible Note Issuance to Acquire Part of Renesas Electronics

Citi raises Micron Technology target price from $425 to $840

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

AMD CEO Lisa Su Visits China, Emphasizing the Importance of the Chinese Market and Deepening Cooperation

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Pinned News

置顶新闻

AI Trade Faces Make-Or-Break Moment – Only Nvidia Earnings Will Tell

NVDA

ARTY

SOXL

NVDX

SOXQ

NVDY

NVDL

ROBT

NVDU

SOXX

Nvidia Corp. is set to report its fiscal Q1 2027 earnings, with expectations of a significant increase in earnings and revenue. The AI trade faces a critical moment, as the stock represents a high percentage of the S&P 500. Analysts highlight key factors influencing Nvidia's performance, including cash returns, product ramp timing, margin sustainability, and competitive landscape. The outcome of this earnings report could impact the broader semiconductor and AI markets significantly.

- Nvidia Corp. is set to report its fiscal first-quarter 2027 earnings, with Wall Street anticipating earnings per share of $1.76 and revenue of $78.67 billion, marking significant increases from the previous year.  
- The upcoming report will impact the sentiment across the semiconductor and AI sectors, amidst concerns about Nvidia’s cash returns and competitive positioning.  
- Analysts suggest Nvidia will maintain a substantial share of the AI market, with a price target consensus indicating potential growth for the stock despite market challenges.

benzinga_article

NVIDIA

iShares Future AI & Tech ETF

Direxion Semicon Bull 3X

Global X Funds Global X Artificial Intelligence & Tech ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Invesco PHLX Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

Invesco Semiconductors ETF

GraniteShares 2x Long NVDA Daily ETF

FT Nasdq AI & Robotics

Direxion Daily NVDA Bull 2X Shares

iShares Semiconductor ETF

Bank of America

S&P 500

Apple

Microsoft

Amazon

Alphabet

Alphabet - C

Meta Platforms

NVIDIA Corporation

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

SNDK

FTXL

Sandisk's stock has surged 3,272% in the past year due to rising AI-driven demand for memory and storage solutions, with Q3 revenue up 251% to $5.95 billion. Despite its growth, concerns about the cyclical nature of the memory industry and potential market corrections remain. Analysts suggest caution, as Sandisk was not included in a list of top stock recommendations, indicating investors may want to explore other growth opportunities.

nasdaq

Sandisk

First Trust Nasdaq Food & Semicon

VanEck Semiconductor ETF

Intel

Netflix

Sandisk - WI

Where Will Sandisk Stock Be in 5 Years?

MRVL

On May 19, Eastern Time, Marvell Tech options saw a total of 120859 contracts traded, with calls accounting for 64% and puts making up 35%.

Options Flow

Marvell Tech

Trending | MRVL Increases 4% on Tuesday, Some Call options Soar 259%

Texas Instruments reported Q1 earnings with revenue of $4.8 billion, exceeding guidance and driven by strong demand in Data Center and Industrial sectors. Gross profit reached $2.8 billion, with margins expanding. The company returned $1.3 billion to shareholders and guided for Q2 revenue of $5.0–$5.4 billion. However, management expressed caution about sustainability due to past false starts and uneven demand across segments, particularly in automotive markets, especially in China.

Tip Ranks

Texas Instruments

Texas Instruments Signals Strength Amid Cautious Optimism

U.S. Treasury yields have reached multi-year highs, with the 30-year yield at its peak and the 10-year surpassing 4.67%. This rise, driven by persistent inflation and changing rate expectations, has negatively impacted high-growth tech and semiconductor stocks, particularly AI-focused ETFs. Investors are closely watching Nvidia's upcoming earnings to determine if strong AI demand can mitigate the effects of increased borrowing costs.

- The 30-year U.S. Treasury yield climbed to record levels, with the 10-year reaching 4.67%, influenced by persistent inflation and changing interest rate expectations.  
- High-growth tech and semiconductor stocks experienced declines, as increased yields impacted the present value of future earnings, particularly affecting AI-focused ETFs.  
- Investors are closely monitoring Nvidia's upcoming earnings to determine if robust AI demand can mitigate valuation challenges arising from elevated borrowing costs.

AXS 1.5X NVDA Bear Daily ETF

Treasury yields hit multi-year highs, tech stocks retreat before Nvidia results

SSNGY

SMSN

07747

DRAM

09747

Samsung stock fell nearly 4% amid fears of a major strike involving 48,000 workers after failed pay negotiations. The strike, set to last 18 days from May 21, threatens production at the world's largest memory-chip maker, crucial for AI memory chips. Analysts warn that the strike could impact global DRAM and NAND supply, with potential losses estimated at $20.8 billion. The situation escalates beyond wage disputes, posing risks to Samsung's market leadership and operational stability.

Invezz

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

XL2CSOPSMSN

Roundhill Memory ETF

XL2CSOPSMSN-U

Invesco S&P 500 Equal Weight Tech ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Samsung stock plunges as 47,000 workers set to strike after talks fail

BABA

09988

BABX

KBAB

Alibaba has unveiled its new Zhenwu M890 AI chip, which is three times more powerful than its predecessor, the Zhenwu 810E. The chip features 144 GB GPU memory and 800 GB per second interchip bandwidth. Additionally, Alibaba announced the upcoming release of its large language model, Qwen3.7-Max, as part of its AI advancements.

- Alibaba unveiled its new Zhenwu M890 AI chip, which boasts three times the performance of the previous Zhenwu 810E model, featuring 144 GB GPU memory and an interchip bandwidth of 800 GB per second.  
- The company has already distributed 560,000 Zhenwu units to over 400 customers across 20 industries.  
- Additionally, Alibaba announced the upcoming release of its new large language model, Qwen3.7-Max, and is collaborating with China Telecom to establish a data center in southern China utilizing its chips.

CNBC

Alibaba

BABA-W

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

CHINA TELECOM

Chagee

BABA-WR

Alibaba HK SDR 5to1

Alibaba reveals more powerful Zhenwu AI chip, new LLM

Citi has raised its price target for Micron Technology, Inc. from USD425 to USD840, anticipating a 40% increase in DRAM prices in Q2 FY2027. The firm maintains a Buy rating, projecting continued DRAM price hikes and a 10% increase in FY2027 EPS forecast. Citi expects DRAM prices to rise 200% YoY in 2026 and HBM prices to increase due to tight supply, with manufacturers cautious about expanding capacity amid AI demand.

- Citi raised the target price for Micron Technology, Inc. from USD 425 to USD 840, projecting an 8x FY2027 P/E ratio.  
- The broker anticipates a 40% increase in DRAM prices in the fiscal second quarter and expects the DRAM upcycle to continue through 2027.  
- Citi forecasts DRAM average selling prices will rise 200% YoY in 2026, while noting tight supply in HBM and disciplined supply expansion from manufacturers.

AASTOCKS News

Micron Tech

GraniteShares 2x Long MU Daily ETF

Direxion Daily MU Bull 2X Shares

Citigroup

Applied Materials

Cisco

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi Raises Micron Technology, Inc.  TP to USD840, Expects Further HBM Price Hikes Next Year

LEGR

BLCN

WisPaper, an AI-powered academic research platform, highlights the impact of AI on early-stage scientific exploration. As research becomes more interdisciplinary, WisPaper offers tools for literature analysis and semantic understanding, enabling researchers to navigate complex domains efficiently. Its Scholar Agent allows natural-language searches and focuses on research intent, enhancing the exploratory phase of research. The platform aims to reduce the operational costs of exploration and support faster knowledge navigation across disciplines.

MorningStar

First Trust Indxx Innov

ISHRS S&P Glb It

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

WisPaper Examines How AI Is Changing Early-Stage Scientific Exploration

560780

588170

588780

159325

512760

512480

159995

On May 20th, the A-share semiconductor equipment sector erupted again, with the GF Fund Semiconductor Equipment ETF rising over 41%. Changxin Technology's IPO review status has been restored, with an expected fundraising of 29.5 billion yuan and significant performance growth. Yangtze Memory Technologies is also advancing its IPO, with the Wuhan municipal government planning to invest 38 billion USD to expand production. The domestic semiconductor equipment order growth forecast has been revised upward to over 60%, accelerating the industry's expansion cycle and significantly increasing the order growth of leading equipment manufacturers

同壁财经

GF Fund CSI Semiconductor Material Equipment Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

China Southern CSI Semiconductor Industry Custom ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Cambricon

CITIC Securities Co., Ltd.

CITIC SEC

AMEC

NAURA

Piotech

CCTech

HWATSING

Skyverse

NSIG

NATA OPTO-ELECT

KFMI

Anji Technology

The dual storage giants' IPO news is frequent, with several semiconductor equipment orders' growth rate revised up to 60%! The semiconductor equipment ETF GF Fund (560780) hit a historical high during trading, aiming for a fourth consecutive rise, with an increase of over 41% in the past month!

Samsung Electronics and its labor union failed to reach an agreement, leading to a major strike involving 48,000 workers starting Thursday. The strike poses risks to South Korea's economy and could disrupt global semiconductor supply. The union's demands include abolishing a bonus cap and allocating a percentage of operating profit to bonuses, which Samsung deemed unacceptable.

fidelity

Samsung Elec fails to clinch deal with union, major strike to begin on Thursday

Samsung Electronics states that it is not clear if additional negotiations will occur before the strike begins.

Unusual Whales

Samsung Electronics states that it is not clear if additional negotiations will occur before the strike begins.

SPDR S&P Semicon(XSD.US)

AI Trade Faces Make-Or-Break Moment – Only Nvidia Earnings Will Tell

Where Will Sandisk Stock Be in 5 Years?

Trending | MRVL Increases 4% on Tuesday, Some Call options Soar 259%

Texas Instruments Signals Strength Amid Cautious Optimism

Treasury yields hit multi-year highs, tech stocks retreat before Nvidia results

Samsung stock plunges as 47,000 workers set to strike after talks fail

Alibaba reveals more powerful Zhenwu AI chip, new LLM

Citi Raises Micron Technology, Inc. TP to USD840, Expects Further HBM Price Hikes Next Year

WisPaper Examines How AI Is Changing Early-Stage Scientific Exploration

The dual storage giants' IPO news is frequent, with several semiconductor equipment orders' growth rate revised up to 60%! The semiconductor equipment ETF GF Fund (560780) hit a historical high during trading, aiming for a fourth consecutive rise, with an increase of over 41% in the past month!

Samsung Elec fails to clinch deal with union, major strike to begin on Thursday

Samsung Electronics states that it is not clear if additional negotiations will occur before the strike begins.