Semiconductors
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X @Bloomberg
Bloomberg· 2026-05-17 13:28
Volatile Chipmaker Stocks Emerge as Key Driver of S&P 500 Rally https://t.co/Acy6OegOZ5 ...
X @Cointelegraph
Cointelegraph· 2026-05-17 05:00
🚨 LATEST: Tata Electronics and ASML have partnered to build India’s first semiconductor fabrication plant in Gujarat. https://t.co/8WecbQGl8f ...
X @The Economist
The Economist· 2026-05-17 00:20
It is one of just three firms that can make at scale the memory chips needed for AI. Samsung boasts that buyers are demanding long-term purchase agreements.But success has brought other problems. To learn what they are, register to read on (it’s free) https://t.co/BtpMMWbkHL ...
X @Cointelegraph
Cointelegraph· 2026-05-16 19:00AI Processing
🚨 HUGE: Institutional investors aggressively piled into semiconductor and AI infrastructure stocks in Q1.Chipmakers like Micron Technology and Intel Corporation surged 154% and 195% this year as the AI boom accelerated. https://t.co/IFr4p1wMyO ...
X @Bloomberg
Bloomberg· 2026-05-16 16:18
ASML entered into a partnership agreement with Tata Electronics aimed at ramping up India’s goal to develop domestic chip-manufacturing capabilities. https://t.co/z8wwW9azst ...
Dogecoin & Bitcoin Are Both Signaling Something Big?
Anthony Pompliano· 2026-05-16 13:00
because of what I believe with tokenization, because of what I believe is happening with the network effects, the fact that yesterday the Clarity Act probability skyrocketed up to 73% before the end of the year. I believe we are in a very important point in crypto. We're a year from now. What's going on, guys? Today, we got a great conversation with Jordy Visser. Jordy goes through what's going on in the macro environment, why stocks hitting all-time highs may be a tale of caution, what's going on with inte ...
X @The Economist
The Economist· 2026-05-16 01:20
The AI boom is aiding Samsung’s chip-manufacturing efforts in two ways https://t.co/rBdwyGrH7n ...
X @Bloomberg
Bloomberg· 2026-05-15 22:25
Arm Holdings is facing an antitrust investigation by the US FTC over the UK company’s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, sources said https://t.co/ieSmywld8T ...
US Chip Sector Needs More Talent, Says SEMI
Bloomberg Technology· 2026-05-15 20:39
If we do see tensions rise and if we do focus, therefore, even more on a manufacturing footprint brought back to America where chips are manufactured, they're designed rather than being so reliant on Taiwan, are we able to do it. We are. I mean, I think I speak on behalf of the workforce component of all of this.It is one of the bottlenecks for this industry in The US for sure, but there are a remarkable set of programs that are being built all around the country to meet that need. The chips investments her ...
Bloomberg Surveillance 5/15/2026
Bloomberg Television· 2026-05-15 15:28
>> WHAT YOU HAVE RIGHT NOW IS AN EARNINGS DRIVEN MARKET. >> PEOPLE WANT TO GET EXPOSURE TO GROWTH AND STRONG ECONOMY EARNINGS, GO AHEAD. >> IF YOU THINK ABOUT WAS DRIVING GLOBAL MARKETS RIGHT NOW, IT IS A SEMI CONDUCTOR SUPER CYCLE FOR THE HISTORY BOOKS.>> THIS IS THE CASTING AWAY OF FEAR IN ITS ENTIRETY THAT WILL END UP BEING THE MARKET'S BIGGEST PROBLEM AT SOME POINT. >> THIS IS "BLOOMBERG SURVEILLANCE " WITH JONATHAN FERRO, LISA ABRAMOWICZ, AND ANNMARIE HORDERN. JONATHAN: GOOD MORNING.FOR OUR AUDIENCE WO ...