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2026-05-21
TSMC's cautious capex is averting an AI bubble, says investor
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digitimes.com 2026-05-21
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent
2026-05-21
Nvidia's China hopes dim as Beijing doubles down on domestic AI chips
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digitimes.com 2026-05-21
Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.
2026-05-21
Nvidia’s revenue hits record $81B — easily topping Wall Street estimates — on massive demand for AI chips - New York Post
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nypost.com 2026-05-21 New York Post
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - NBC Bay Area
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www.nbcbayarea.com 2026-05-21 NBC Bay Area
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - Houston Chronicle
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www.houstonchronicle.com 2026-05-21 Houston Chronicle
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-05-21 Yahoo! Finance Canada
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - AP News
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apnews.com 2026-05-21 AP News
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - Stamford Advocate
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www.stamfordadvocate.com 2026-05-21 Stamford Advocate
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - Audacy
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www.audacy.com 2026-05-21 Audacy
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - Ottumwa Courier
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www.ottumwacourier.com 2026-05-21 Ottumwa Courier
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - The Lufkin Daily News
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lufkindailynews.com 2026-05-21 The Lufkin Daily News
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - Yahoo Finance
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finance.yahoo.com 2026-05-21 Yahoo Finance
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2026-05-21
Nvidia Q1 results surpass Wall Street expectations thanks to massive AI chip demand - WKYC
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www.wkyc.com 2026-05-21 WKYC
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2026-05-21
Nvidia shares drop on weak sales forecast amid AI chip competition - Crypto Briefing
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cryptobriefing.com 2026-05-21 Crypto Briefing
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2026-05-20
Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching - 24/7 Wall St.
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247wallst.com 2026-05-20 24/7 Wall St.
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2026-05-20
AMD vs Nvidia AI Chip Battle Intensifies, MRVL Joins Rally - Gotrade
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www.heygotrade.com 2026-05-20 Gotrade
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2026-05-20
Jensen Huang: Nvidia has basically handed over the Chinese AI chip market to Huawei - bitget.com
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www.bitget.com 2026-05-20 bitget.com
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2026-05-20
Alibaba unveils new AI chip as Nvidia access remains stalled - Tech Xplore
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techxplore.com 2026-05-20 Tech Xplore
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2026-05-20
Broadcom bets on faster AI chips in new deal with Applied Materials - Stock Titan
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www.stocktitan.net 2026-05-20 Stock Titan
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2026-05-20
Alibaba unveils new AI chip as Nvidia access remains stalled - Yahoo Finance
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finance.yahoo.com 2026-05-20 Yahoo Finance
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