#semiconductors

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Anthropic in Talks for Microsoft AI Chips, a Blow to Nvidia

May 21, 2026 (128 days ago)

Anthropic's potential adoption of Microsoft Maia AI chips threatens Nvidia's GPU monopoly and underscores growing cloud provider competition in custom silicon for…

MSFT NVDA

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Nvidia's Jensen Huang Urges Investors to Bet on AI's Long-Term Growth

May 21, 2026 (128 days ago)

Nvidia CEO Jensen Huang urged investors to focus on AI's long-term transformative potential, dismissing near-term spending concerns and emphasizing the company's leadership…

NVDA

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Taiwan Detains Three Suspects in AI Chip Smuggling Crackdown

May 21, 2026 (128 days ago)

Taiwan's move to detain three in AI chip smuggling probe highlights escalating tech trade curbs, with Nvidia and TSMC shares in focus…

NVDA TSM SMH

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AI and Robots Hype from Nvidia’s Huang Ignites Asia Tech Rally

May 21, 2026 (129 days ago)

AI and robotics hype from Nvidia CEO Jensen Huang ignites a rally in Asian tech stocks, lifting Nvidia and regional chipmakers.

NVDA TSM

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Samsung and TSMC Rally to Record Highs as AI Boom Lifts KOSPI and TAIEX

May 21, 2026 (129 days ago)

AI semiconductor demand sends KOSPI and TAIEX to record highs, driven by Samsung and TSMC earnings upside.

2330.TW KOSPI TAIEX +1

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Nvidia Stock Drops After Earnings Beat, as Lofty Expectations Not Met

May 20, 2026 (129 days ago)

Nvidia shares dipped despite consensus-topping results, as the market punished the chipmaker for failing to meet inflated investor forecasts on AI-driven growth.

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Nvidia Lifts Dividend but Outlook Disappoints Wall Street, Shares Slip

May 20, 2026 (129 days ago)

Nvidia (NVDA) stock reaction tepid after dividend increase and record forecast miss, AI chip demand outlook remains strong but expectations were too…

NVDA

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Nvidia Shares Fall on Weak Guidance as Chip Rivals Gain Ground

May 20, 2026 (129 days ago)

Nvidia's disappointing guidance warns of fierce chip competition, sparking a sell-off in NVDA stock and raising questions about the future of its…

NVDA SMH AMD

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Nvidia Q1 Earnings Put AI Demand and Data Center Growth in Focus

May 20, 2026 (129 days ago)

Nvidia's Q1 earnings report underscores the company's dominance in AI semiconductors, with data center revenue remaining the standout driver and forward guidance…

NVDA

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Nvidia Q1 Earnings Put Semiconductor Rally to the Test

May 20, 2026 (129 days ago)

Nvidia’s upcoming earnings report could confirm or derail the semiconductor sector’s rally as the AI bellwether delivers its Q1 numbers.

NVDA SOX

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Nvidia results to test chip stock rally as Wall Street awaits key signals

May 20, 2026 (129 days ago)

Nvidia's earnings report will be a critical catalyst for the semiconductor sector, with investors scrutinizing AI-driven demand and forward guidance to gauge…

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Samsung Workers Demand Share of AI Profit Surge, Sparking Labor Battle

May 20, 2026 (129 days ago)

Samsung's AI-fueled profit surge triggers a labor clash in South Korea, as workers demand higher pay and better conditions, raising risks for…

005930.KS KOSPI EWY +1

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