The Tech Download: Trump's China visit left chip export issue unresolved, with rare earths deal still uncertain

Chip export controls were not discussed during Trump-Xi talks, U.S. Trade Representative Jamieson Greer said in an interview with Bloomberg TV on Friday. Critical minerals and market access for U.S. tech companies were expected to be key points of discussion at the Trump-Xi summit.

CNBC • 18 hours ago

The AI Trade Takes a Breather to End the Week

The chips are down—a bit.

Investopedia • 14 hours ago

JP Morgan sees semiconductor sector in 'sweet spot' as inventory levels signal upcycle

JP Morgan has declared the European semiconductor sector to be in a sweet spot, with inventory levels pointing to conditions conducive to an upcycle and no indication of near-term risks beyond broader macroeconomic uncertainty. The bank's quarterly inventory review found that semiconductor inventory rose 3.9% quarter on quarter in absolute terms during the first quarter of 2026, reaching 149 days compared with 139 days at the end of the fourth quarter and 138 days at the end of the third quarter.

Proactive Investors • 18 hours ago

US Chip Sector Needs More Talent, Says SEMI

President Trump says he discussed guardrails on AI and Nvidia's H200 chips with Chinese leader Xi Jinping during a two-day summit in Beijing. Shari Liss, vice president of global workforce development and initiatives at SEMI, joins Bloomberg's Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss what this means for the US semiconductor sector.

Bloomberg Technology • 9 hours ago

10 stocks to protect you from the risky AI trade

Also in Weekend Reads: Tips for selling a home, the bond market's reaction as Kevin Warsh takes over at the Fed and advice from the Moneyist.

Market Watch • 11 hours ago

Chip export controls not major topic in China talks, US trade rep Greer tells Bloomberg News

U.S. Trade Representative Jamieson Greer told Bloomberg TV in an interview on Friday that U.S. export controls ‌on semiconductor chips were not a major topic of discussions with Chinese officials in Beijing.

Reuters • May 15, 2026

Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally

A stunning run-up in shares of semiconductor companies has helped drive the U.S. stock rally, but the eye-popping gains are sparking concerns about an overheated market and prompting some investors to prepare ​for a pullback.

Reuters • May 13, 2026

Chip stocks pull back: Here's what you need to know

Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the AI trade beyond Nvidia and propelled the sector to new highs. CNBC's Kristina Partsinevelos reports.

CNBC Television • May 12, 2026

Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle.

24/7 Wall Street • May 12, 2026

New futures market for semiconductors comes as AI drives costs skyward

CME Group and Silicon Data are launching a futures exchange for computing capacity. Contracts will be based on daily GPU benchmarks for on-demand rental rates.

CNBC • May 12, 2026