PAUL: THIS IS "THE ASIA TRADE." HAIDI: U.S. STOCKS CLIMBING TO ALL-TIME HIGHS AS THE IRAN CEASE FIRE EXTENSION AND POSITIVE EARNINGS REVIVE APPETITE. PAUL: SK HYNIX REPORTING A FIVEFOLD JUMP IN PROFIT AS IT BENEFITS FROM HIGHER AI-DRIVEN DEMAND AND PRICES FOR ITS CHIPS. HAIDI: TESLA INCREASES SEE APX SPENDING -- INCREASES CAPEX SPENDING THIS YEAR.IT'S A STRONG LEAD WE SEE COMING FROM THE U.S. SESSION. THIS IS HOW WE MASHED UP. THE S&P 500 UP BY 1%.WE ARE STILL SEEING THAT RESILIENCE, THE SWING BACK INTO AI- ...

🇺🇸 LATEST: Elon Musk says Tesla will spend $3 billion to build a research chip factory in Texas using Intel technology as part of a larger push into chip manufacturing. https://t.co/u60frOdjxz ...

The narrowing gap between TSMC’s Taiwanese shares and its US-listed stock is creating a new trading opportunity, according to a UBS client note https://t.co/6giK7RPdU0 ...

Tesla plans to spend roughly $3 billion to build a research chip factory in Texas, according to CEO Elon Musk, an early phase of an effort to establish chip manufacturing at a massive scale https://t.co/wjfHq09nkS ...

SK Hynix reported a five-fold jump in quarterly profit, underscoring the surging prices of the memory chips that underpin the boom in global artificial intelligence development https://t.co/fmynj00HD9 ...

Texas Instruments, the biggest producer of analog chips, gave a strong forecast for the current period, indicating that makers of electronic devices are growing more confident in future demand https://t.co/FnUlZxaU3n ...

>> BLOOMBERG TECH IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: COMING UP ALPHABET CLOUD DIVISION UNVEILS THE LATEST GENERATION OF ITS PROCESSING UNIT. AND ANNOUNCES A SLEW OF PARTNERSHIP DEALS.WE BREAK IT ALL DOWN. CAROLINE: A SMALL GROUP OF UNAUTHORIZED USERS AS ACCESS ANTHROPIC'S AI MODEL WHICH THE COMPANY SAYS AND ENABLE DANGEROUS CYBERATTACKS. ED: WE CATCH UP TO DISCUSS A MILESTONE.CAROLYN: WE CHECK IN WITH MARKET WOULD MANAGE TO BE STRUGGLING -- SHRUGGI ...

It's a very quick check on the markets. A lot of green on the board right now. The Dow up right now about threequarters of 1%.Same story for the S&P. The Nasdaq uh very close to a new record or maybe there right now. Up about 1 and a4%. The Russell up about a half a percent.But first, before we get this debate started, we want to take a quick look at the semis. They are trying for their 16th straight day of gains. That would be the longest win streak on record.We're talking about the SOXX ETF right now. Up ...

🇨🇳 JUST IN: China’s chip exports surged to a record $234B (+43% YoY) with Q1 up 77%, as global AI demand drives a broader tech export boom. https://t.co/uTG9QgG3ID ...

An index tracking semiconductor stocks is on track for its all-time longest streak of daily gains, as investors anticipate strong growth for the sector driven by demand related to artificial intelligence. https://t.co/rQ4XzsSSS0 ...