Tingbo He, president of Huawei semiconductor, presents at an industry conference in Shanghai on May 25, 2026. Huawei SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia struggles to sell its high-end chips in China. Huawei said it developed a new engineering approach…
Stock market bulls wrestled back control last week after a brief respite, putting the S & P 500 back on the cusp of another record high. The index has now advanced for eight straight weeks since its Iran wartime bottom on March 30, its longest winning streak since late 2023, when it strung together nine…
Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025. Ann Wang | Reuters Qualcomm shares surged 12% on Friday and are now up 75% in the past month, as the chipmaker’s increasingly central position in the physical AI boom becomes more apparent to Wall Street. The stock is…
The Club’s top 10 things to watch Friday, May 22 — Today’s newsletter was written by Jeff Marks, the Club’s director of portfolio analysis. 1. Stocks are poised to extend yesterday’s gains. Oil is slightly higher on Iran war peace deal uncertainty, but bond yields are not following the similar patten and are lower. Stocks…
Traders work on the floor of the New York Stock Exchange during morning trading on May 21, 2026 in New York City. Michael M. Santiago | Getty Images Hello, this is Leonie Kidd writing to you from London. Welcome to today’s edition of the Daily Open newsletter. What a difference a week makes. On Monday,…
The logo of Japanese company SoftBank Group is seen outside the company’s headquarters in Tokyo on January 22, 2025. Kazuhiro Nogi | Afp | Getty Images SoftBank Group shares extended their scorching rally to a second day, rising over 12% Friday, and building on momentum after Nvidia’s blockbuster earnings boosted AI-linked stocks. The company’s shares…
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. Ludovic Marin | Afp | Getty Images Microsoft is in talks to supply its custom artificial intelligence chips to Anthropic, CNBC confirmed on Thursday. A deal would represent a…
My top 10 things to watch Thursday, May 21 1. Stock futures are lower this morning. Why? Look no further than oil prices and Treasury yields. Both are higher after a reprieve yesterday. U.S. benchmark WTI crude is back above $100 a barrel. The 10-year yield is around 4.6%. Oil is back in control. Real…
In this pool photograph distributed by the Russian state agency Sputnik, Russia’s President Vladimir Putin and China’s President Xi Jinping tour a photo exhibition on Russia-China ties in Beijing on May 20, 2026. (Photo by Alexander KAZAKOV / POOL / AFP via Getty Images) Alexander Kazakov | Afp | Getty Images Russian President Vladimir Putin…
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Shares of SoftBank Group jumped on Thursday as blockbuster earnings from Nvidia overnight signal strong momentum in the artificial…
