Semiconductor earnings | May 2026$AMD $AVGO $CRWV $NVDATrade responsibly when the market moves, not just when it’s open.Bookmark this ↓ https://t.co/FThCTPVZiq ...

EXCLUSIVE: Apple has held exploratory talks for Intel and Samsung to build the chips powering its devices, giving it options beyond TSMC https://t.co/9yHyL7Ekdk ...

Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices, a move that would offer a secondary option beyond longtime partner TSMC https://t.co/FnY7ZtintU ...

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⚡️ LATEST: Nvidia rival Cerebras Systems plans to raise up to $3.5B in an IPO per SEC filing. https://t.co/C4sV6R9rfv ...

Joining us now, Tom Lee, CIO and head of research at Fundstrap. Uh, Fundstrap. Tom, good morning.Um, you know, we were just saying how this this market has done a very good job of kind of shaking off or or looking beyond the geopolitical situation over the last four or five weeks. Uh, really following the script as you've pointed out of other geopolitical conflicts in the past where, you know, markets bottom well before things are fully resolved. But how do you view things right now after this nice winning ...

Cerebras is seeking to raise as much as $3.5 billion in an IPO, as the artificial intelligence chipmaker and data center operator looks to counter rivals in the red-hot sector https://t.co/rZ4Z9uMmkI ...

RT The Order Book (@OrderBookShow)Tradermayne outlines the explosive growth of the semiconductor market share."Semiconductor stocks now represent over 16% of the entire market cap of the S&P 500. That's tripled since the 2022 bear market. There's an 11% increase above the or percentage point above the 2000 dot-com bubble peak."Feat. @Tradermayne ...

Malaysia’s anti-graft agency said it has summoned former economy minister Rafizi Ramli for questioning following a probe into a deal involving semiconductor company Arm https://t.co/MBYDAgNgnT ...

I spoke with @jvisserlabs this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.Enjoy!YouTube: https://t.co/th03q6kDk4Apple: https://t.co/DeivddG32eSpotify: https://t.co/bhH46eIAz0TIMESTAMPS:0:00 - Intro0:53 - Why the stock market keeps hitting all-time highs4:37 - AI vs. software (who's winning & ...