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Nvidia CEO Jensen Huang gave a vote of confidence in Taiwan's supply chain ahead of the Computex conference.

Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still trying to decide whether the AI compute and memory supply chain has more room, the crowd that owns it has stopped waiting for ... Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

The major indexes edged higher as oil prices dived, with Amazon flashing a buy signal. Marvell and Snowflake jumped late.

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

TSMC employees in Taiwan are expected to see higher profit-sharing payouts as AI-driven earnings surge.

TSMC Hits Fresh Highs as Nvidia Supercharges AI Spending in Taiwan

Nvidia's AI Empire Faces Key Test as Huang Meets Top Chip Partners in Taipei

Huawei unveiled its LogicFolding chip design approach as China searches for AI breakthroughs under US export restrictions.

723 securities hit new 52-week highs on the NYSE and Nasdaq on Tuesday. There were easily more than 200 ETFs. However, many were leveraged or inverse ETFs. Three of them make good long-term investments for any portfolio.

It wasn’t long ago that crossing $1 trillion in market capitalization felt like a once-in-a-generation event. Today, 14 companies have already crossed that line, and the conversation has shifted to the next milestone: $10 trillion. Five mega-caps look like the most credible candidates to reach $10 trillion by 2030. Each combines massive scale, durable cash ... Prediction: These 5 Companies Will Be Worth More Than $10 Trillion By 2030

TSM is ramping 3nm capacity across Taiwan, Arizona and Japan as AI-driven demand stays strong and advanced packaging needs outpace supply.

TSM stock rose Wednesday after Taiwan Semiconductor Manufacturing announced plans to raise prices on its leading-edge chips.

Starbucks is gaining momentum with improving comparable sales and higher guidance, while James Hardie faces housing market uncertainty.

It’s getting harder to find value within the AI scene these days, especially after the latest spike in the semiconductor stocks. With the iShares Semiconductor ETF (NASDAQ:SOXX) soaring more than 6% in a single day on Tuesday, it feels like the overheated names are just getting bubblier and bubblier. Of course, there’s still relative value ... Sony Stock Might Be One of the Deep‑Value Ways To Play AI

Nvidia CEO Jensen Huang gave a vote of confidence in Taiwan's supply chain ahead of the Computex conference.

Nvidia unveils $150 billion-a-year Taiwan investment, a quantum computing IPO is coming, BP’s strategic reset faces boardroom turmoil, and more news to start your day.

South Korea's SK Hynix and US chipmaker Micron both surpassed $1 trillion (€860bn) in market capitalisation within 24 hours of each other. Seoul's KOSPI index also hit an all-time high as AI continues to reshape markets.View on euronews

TAIPEI, May 27 (Reuters) - Nvidia's chief executive said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be ‌the world's tech manufacturing hub for a long time. "Four years ago, five years ago, Nvidia was spending about 10, ‌15 billion dollars a year in Taiwan.

Nvidia said it will open a headquarters in Taiwan, and increase its investment in the region.

Asian equities were mixed on Wednesday with gains driven by soaring tech stocks and guarded optimism the United States and Iran will reach a peace deal."There remains an air of cautious optimism in markets that an MoU between the US and Iran will be signed and detailed throughout the week, although the central expectation and broad positive sentiment has been dented by the recent US defence strikes and Iran stating these measures breach the agreement," said Chris Weston, head of research at Pepp

Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 6.6% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 5.7% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking the State Street SPDR S&P 500 ETF Trust (SPY), State Street SPDR Dow Jones Indust Avg ETF Trust (DIA), and the Invesco QQQ Trust (QQQ).

Nvidia will increase investment in Taiwan to $150 billion a year, the US chip giant's boss said Wednesday, describing the export-driven island as the "epicentre of the AI revolution"."Now, we're spending $100 going to $150 billion in Taiwan each year."

The chip maker is investing $10 billion in Taiwan to ramp up the manufacturing capacity for its next-gen chips.

The market value of South Korean memory chip maker SK hynix soared past $1 trillion on Wednesday thanks to frenzied global demand for the computing hardware that powers artificial intelligence tools.Shares in SK hynix, which supplies Silicon Valley's AI chip titan Nvidia with advanced high-bandwidth memory, were up more than 11 percent in early afternoon trade.

SK Hynix has become one of the world’s most valuable chip makers, joining an elite group of companies including Nvidia and TSMC.