AAPL
Nvidia’s Huang Wants to Sell Chips to China. Trump Has Other Priorities.
Nvidia CEO Jensen Huang won’t be among the business leaders accompanying President Donald Trump on this week’s visit to China, according to media reports. It might be a sign that the White House is giving up on hopes of opening up the Chinese market for U.S. chip companies. The recent strength of the semiconductor sector has been a boon for Nvidia, as investors warm again to the prospects for its artificial-intelligence chips.
Barrons.com  ·  May 12, 2026 READ →
GOOGL
Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
24/7 Wall St.  ·  May 12, 2026 READ →
MSFT
Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
24/7 Wall St.  ·  May 12, 2026 READ →
NVDA
Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
24/7 Wall St.  ·  May 12, 2026 READ →
AMD
Stock Market Today: Nasdaq Tumbles On $100 Oil, Rising Inflation; Space Name Dives (Live Coverage)
The Dow Jones index falls as oil prices topped $101 and CPI inflation picked up. A telehealth name plummets after reporting a loss.
Investor's Business Daily  ·  May 12, 2026 READ →
INTC
Stock Market Today: Nasdaq Tumbles On $100 Oil, Rising Inflation; Space Name Dives (Live Coverage)
The Dow Jones index falls as oil prices topped $101 and CPI inflation picked up. A telehealth name plummets after reporting a loss.
Investor's Business Daily  ·  May 12, 2026 READ →
NVDA
This 1 Insane Nvidia Stat Explains Why Wall Street Can’t Stop Buying the Stock
For decades, healthcare was viewed as one of the market’s untouchable giants. People always need medicine, hospitals, and medical devices regardless of whether the economy is booming or sliding into recession. That steady demand helped healthcare become one of the largest sectors in the S&P 500. But artificial intelligence has flipped the script in record ... This 1 Insane Nvidia Stat Explains Why Wall Street Can’t Stop Buying the Stock
24/7 Wall St.  ·  May 12, 2026 READ →
NVDA
Here's Why a Drop in Oil Prices Might Be a Warning Sign for the Economy
Be careful what you wish for.
Motley Fool  ·  May 12, 2026 READ →
INTC
Here's Why a Drop in Oil Prices Might Be a Warning Sign for the Economy
Be careful what you wish for.
Motley Fool  ·  May 12, 2026 READ →
GOOGL
Reddit May Benefit From Google AI Search Changes, RBC Says
Reddit's (RDDT) renewal of its content licensing deal with Alphabet's (GOOG) Google isn't due until
MT Newswires  ·  May 12, 2026 READ →
NVDA
SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button
Shares of SanDisk (NASDAQ:SNDK) are down 9% to around $1,405 in Tuesday midday trading. Micron Technology (NASDAQ:MU) stock is off 9% to $724, while Western Digital (NASDAQ:WDC) shares have dropped 8% to $476. The coordinated pullback is hitting the entire memory and storage complex at once. The synchronized drop comes just one trading session after ... SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button
24/7 Wall St.  ·  May 12, 2026 READ →
GOOGL
Korea Roils Market by Floating ‘Citizen Dividend’ From AI
(Bloomberg) -- A top South Korean policymaker said the nation should pay citizens a “dividend” using taxes on AI profits, underscoring growing pressure to redistribute gains from a boom that’s enriched chipmakers like Samsung Electronics Co. and SK Hynix Inc.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Tr
Bloomberg  ·  May 12, 2026 READ →