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UNCOVERED: 42 - The Untold Story

Trump Bought Nvidia Stock One Week Before His Own Government Approved a Billion-Dollar Nvidia Chip Deal With China

Donald Trump's Nvidia stock trades have raised ethics concerns due to their timing with regulatory decisions, prompting calls for a presidential trading ban amid national security worries.

International Business Times UK

Trump’s trip to China doesn’t move the needle on low approval ratings

President Donald Trump returned from China with few concrete wins, and his refusal to owe Xi Jinping a favor in return for the Chinese president’s help reopening the Strait of Hormuz highlights his lack of a plan to ease Republicans’ gas prices concerns as Democrats hammer his 79-day-old conflict. After…

Roll Call

As chip industry chases AI, US national labs look to newcomers for supercomputers

America's nuclear weapons program faces a computing crunch. High-precision simulations for nuclear weapons are becoming difficult to power. This is because major chip makers are focusing on artificial intelligence. Sandia National Laboratories is now testing chips from new companies like NextSilicon. This ensures the nation's security mission can continue uninterrupted.

The Economic Times

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Cerebras IPO Euphoria Sends CBRS Stock Into Rare Air

Cerebras Systems stock exploded after its IPO debut as investors rushed into the company's massive growth and $24.6 billion backlog story.

Barchart

Citadel Advisors Cut Stakes in Nvidia, Microsoft and Amazon Despite AI Rally — But Held Onto Tesla and Meta

US hedge funds, including Citadel Advisors, adjusted their portfolios in Q1 amid market volatility, selling stakes in major tech stocks.

International Business Times UK

How Much Do You Know About Nvidia? Take Our Quiz to Find Out

Nvidia is the most valuable publicly traded company in the world. Take this quick quiz to test your knowledge of the AI bellwether.

Kiplinger

Stocks Set to Open Lower as Oil Rises Amid Iran Impasse, Nvidia Earnings and Fed Minutes Awaited

June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.

Barchart

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Nvidia CEO Jensen Huang calls out US push to ban AI chip exports to China, says it is “completely ridiculous”

Nvidia CEO Jensen Huang calls a total ban on AI chip exports to China 'ridiculous'. He believes such restrictions would push China to build its own technology, ultimately harming US leadership. Huang argues American companies should compete globally. He suggests China can still advance AI using existing resources and older…

The Economic Times

President Trump on being America's CEO-in-chief, making 'deals that no normal person would make'

In a wide-ranging interview, Trump explains how the Iran war could delay his interest-rate plans, why he regrets asking for only 10% of Intel, and what will happen to America’s dealmaking empire when his term is over.

Fortune

US Stock Market: AI boom and consumer spending trends take center stage as earnings season nears key test

S&P 500 and NASDAQ Composite are heading into a crucial week near record highs, with investors focused on two key themes — the AI-driven market rally and the strength of U.S. consumer spending amid sticky inflation. Earnings from NVIDIA and major retailers like Walmart, Home Depot, Target and TJX Companies…

The Economic Times

Dara Khosrowshahi on Uber’s India bets, AI & jobs; Nvidia’s Simplismart bet

Happy Monday! Uber CEO Dara Khosrowshahi sat down with ET to discuss the company’s ambitions in (and for) India, among other things. This and more in today’s ETtech Morning Dispatch.

The Economic Times

Global Market Today: Asian shares slip, oil prices pile pressure on bonds

Asian markets declined Monday. Drone attacks in the Gulf boosted oil prices and bond yields. Investors anticipate Nvidia's earnings report this week, which could impact the AI boom. G7 finance ministers are meeting to discuss the Strait of Hormuz and raw material supplies. High energy costs are driving inflation concerns…

The Economic Times

Nvidia may lead AI startup Simplismart’s $20 million fundraise at $100 million valuation

Chipmaking giant Nvidia is reportedly in advanced talks to lead a $20 million funding round for Simplismart, valuing the AI infrastructure startup at approximately $100 million. Earlier this year, Simplismart said its AI inference platform would be made available on Nvidia infrastructure as the startup expanded its enterprise AI offerings.

The Economic Times

Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down

Nvidia stock is back near record highs. Wolfe Research doubled down on its bullish AI thesis, arguing hyperscalers “have no choice but to spend” amid accelerating agentic AI demand.

Barchart

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Tom’s Hardware

China bypasses US GPU bans with 1.54-exaflops 'LineShine' supercomputer — CPU-only monster packs 2.4 million Huawei-designed Armv9 cores

China's National Supercomputing Center in Shenzhen takes a page from Japan's Fugaku supercomputer and Fujitsu's A64FX processor, build LineShine supercomputer based entirely on Armv9-based LineShine LX2 CPUs.

Barchart

NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week

Markets face a reasonably quiet week, but it will be dominated by Wednesday's Nvidia (NVDA) earnings and Alphabet's two-day developer conference, creating a critical test for AI infrastructure investment sustainability and technology sector leadership.

Barchart

Nokia Shares Jumped After Cisco’s Strong Quarterly Results. NOK Could Be the Next Networking Winner.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

Barchart

Cerebras Stock Opened Trading with a Wild Rally. It Still Has a Lot of Runway Before It Catches Up with Nvidia and AMD.

Recently, Cerebras went public with the largest IPO of the year, but it is still far away from the big names in the AI space.

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Tom’s Hardware

Forza Horizon 6 boots up in just 4 seconds instead of 90 with new Advanced Shader Delivery tech and AMD GPUs — Microsoft claims 95% reduction in gaming load times

Microsoft is bringing Advanced Shader Delivery to Windows 11 PCs at large, after introducing the tech on Xbox ROG Ally handhelds last year. The company says you can expect up to 95% faster load times in Forza Horizon 6, for instance, going from 90 seconds to just 4 seconds on…

Tom’s Hardware

Jensen Huang slams 'stupid' analogy comparing GPUs to nuclear weapons — Nvidia CEO says government should allow selling GPUs to 'adversarial countries'

The Nvidia chief said that you cannot compare AI GPUs to nuclear weapons.

Fortune

A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom

Nearly 45,00

The Economic Times

Trump’s more than 3,700 trades astonish Wall Street insider

President Trump's latest financial disclosures reveal over 3,700 trades totaling tens of millions of dollars in the first quarter. These transactions involved major companies with government dealings, raising eyebrows due to their sheer volume. Despite missing reporting deadlines, Trump paid nominal fines for the late filings.

TechRadar

This US start-up wants to pay you to host a data center on the side of your home — and says it won't disturb you at all

SPAN plans installing residential AI computing nodes outside homes, offering subsidized electricity and internet access to participating homeowners.

Barchart

AXT Turned the AI Data Center Boom Into an 8,436% 1-Year Return

AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.

TechRadar

‘I can't think of a more portable 16-inch gaming laptop’ — MSI’s new Stealth model has all the power without the bulk

The MSI Stealth 16 AI+ might not look like much of a gaming laptop, but don’t let appearances deceive.

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