#ai-and-semiconductors

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Business
from24/7 Wall St.
1 day ago

Intel Has Tripled in 2026. The Sell in May Case for the Year's Biggest Comeback Story

Seasonal stock patterns are unreliable, but Intel’s parabolic rally raises valuation, sentiment, and fundamental questions.
fromwww.theguardian.com
1 day ago

Nvidia's Jensen Huang joins Trump as tech dominates China trip

Jensen Huang, the billionaire chief executive of the chipmaker Nvidia, has joined Donald Trump’s China delegation after a reported last-minute invitation, highlighting the US’s AI and tech ambitions. Huang will join a roster of US bosses including the Tesla chief executive and X owner, Elon Musk, the Apple chief executive, Tim Cook, and Goldman Sachs’s David Solomon at Trump’s 36-hour meeting with the China president, Xi Jinping.
Silicon Valley
Tech industry
from24/7 Wall St.
2 days ago

The TrumpEra Rally Keeps Extending, and 2 Stocks Still Look Undervalued

Stocks can keep rising through summer despite Iran and inflation risks, but parabolic tech gains warrant profit-taking and caution.
US politics
fromThe Cipher Brief
6 months ago

Winning the Innovation Race: Why America's Allies Are the Key to Beating Beijing

The U.S. must build allied networks of investors, customers, and collaborators to accelerate technological innovation and outpace rivals in AI, quantum, semiconductors, and robotics.
World news
fromwww.theguardian.com
6 months ago

The Guardian view on Trump and China: stepping back from the brink, but not solving problems | Editorial

A temporary de-escalation reduced US tariffs and eased Chinese retaliation, but the agreement is short-term and highlights US unpredictability and need for stronger partnerships.
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