Goldman Sachs analysts argue CNY strength is fundamental and long-lasting, not just a summit catalyst, while also lifting Kospi forecasts on semiconductor optimism.
JPMorgan forecasts Kospi to hit 10,000, up over 25%, driven by semiconductor optimism and strong foreign inflows.
Japan's Nikkei surged 5.6% to a record high, led by Advantest and Tokyo Electron on AI optimism. Global stocks also rallied.
Samsung Electronics reaches $1 trillion market cap, driven by AI chip demand and record operating profit.
AMD shares jump 15% after better-than-expected results. CEO Lisa Su to appear on CNBC's Squawk on the Street.
Intel's market cap tops dotcom-era high, while Micron and SanDisk hit records amid surging chip demand.
AMD reported Q1 earnings above estimates and forecast Q2 revenue of $11.2B, driven by AI boom. Stock surges after hours.
Nvidia stock remains sideways near $200 while its GPUs are deployed in PulteGroup's mini data centers for smart homes.
US 10-year Treasury yield edges lower amid geopolitical strife; 2-year and 30-year yields also fall.
Broadcom and other AI stocks trade up as investor sentiment improves. Key takeaways include strong performance and market trends.
The QQQ/SMH ratio broke to a 26-year high, while Micron options volume eclipsed QQQ and SPY combined.
Apple has held exploratory talks with Samsung Electronics about AI chips, a CNBC report reveals.
Micron options trading hit $2.8 billion, surpassing SPY and QQQ combined, signaling strong investor interest.
US stock indices hit record highs as tax cuts boost earnings expectations and semiconductor stocks lead gains. Dow nears 25,000.
A new lawsuit against Giga Watt argues that utility tokens sold before a network is functional are securities, potentially reshaping ICO regulation.