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China and the U. S. agreed in principle to reduce tariffs on select goods after a recent top-level summit in Beijing, China’s Commerce Ministry said on Saturday.
The two countries agreed to establish trade and investment councils to discuss issues such as tariff reductions, and “have agreed in principle to reduce tariffs on products of equal size of concern to each other,” the ministry said in a statement.
https://www.investing.com/news/economy-news/china-us-agree-to-reduce-tariffs-on-some-goods-china-commerce-ministry-4694468
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Wall Street ended higher on Thursday, boosted by a post-earnings surge in Dow 30 component Cisco and gains in technology stocks. Investors were also optimistic about President Donald Trump’s trip to China and were looking out for announcements on trade and possibly the Iran war.
https://www.investing.com/news/stock-market-news/us-stock-futures-upbeat-on-tech-strength-trumpxi-summit-in-focus-4686974
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Wall Street slid at the open on Friday, after a U. S. official said recent bilateral talks with China did not focus on semiconductor export controls, dampening hopes for more chip sales to Beijing.
Hawkish comments from President Donald Trump on Iran also spurred caution, especially as oil prices rose sharply following his comments.
Markets were also spooked by a sharp increase in Treasury yields, as traders dumped bonds amid growing concerns over the inflationary impact of the Iran war. The benchmark U. S. 10-year yield was last up 11 basis points to 4.568%, its highest level in almost a year.
https://www.investing.com/news/stock-market-news/us-stock-futures-steady-after-nvidia-boosts-wall-st-trumpxi-summit-in-focus-4690958
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The U. S. has cleared around 10 Chinese firms to buy Nvidia’s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough in China this week.
A handful of distributors including Lenovoand Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U. S. licensing terms, two of them said.
https://www.investing.com/news/stock-market-news/exclusiveus-clears-h200-chip-sales-to-10-china-firms-as-nvidia-ceo-looks-for-breakthrough-4687123
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Wall Street lost momentum on Thursday and ended lower, as hopes for an imminent peace deal between the U. S. and Iran faded after mixed messaging from Tehran. Those hopes took another hit after a report that Washington was considering restarting an operation to safely guide commercial ships through the Strait of Hormuz.
https://www.investing.com/news/stock-market-news/us-stock-futures-edge-lower-after-wall-st-hits-record-highs-on-iran-hopes-4666050
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The Santa Clara, California-based firm earned $1.37 per share on an adjusted basis on revenue of $10.25 billion for Q1 2026. Analysts had expected a profit of $1.27 per share on revenue of $9.85 billion.
AMD sees Q2 revenue of about $11.2 billion, plus or minus $300 million. Analysts had expected a revenue of $10.50 billion. The guidance implies a Y/Y increase of 50.6% and a Q/Q increase of 9.1%.
"Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations and a growing pipeline of large-scale deployments providing us with increasing visibility into our growth trajectory," she added.
https://www.investing.com/news/earnings/amd-stock-rises-after-hours-as-quarterly-results-guidance-beat-estimates-4660754
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Wall Street ended with big gains on Wednesday, driven by plunging oil prices on renewed hopes that the U. S. and Iran may be closer to ending the war in the Middle East. Sentiment was also boosted by a post-earnings jump in AMD which lifted chip stocks.
https://www.investing.com/news/stock-market-news/us-stock-futures-rise-after-trump-announces-pause-in-operation-to-reopen-hormuz-4661576
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S. stocks ended higher on Tuesday, as sentiment was boosted by some calming rhetoric from Washington following a renewed spike in tensions with Iran. Gains in the materials and technology sectors, along with a strong corporate earnings season, also helped.
https://www.investing.com/news/stock-market-news/us-stock-futures-subdued-after-hormuz-tensions-flare-4657735
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[유안타증권 반도체 백길현] ■2026년 5월 Preview: 확산(擴散) ▶2026년 4월 Review: 공포를 삼킨 반도체 하드웨어 기업들의 실적 - 전월 20% 넘는 폭락세를 보였던 주요 메모리 공급업체의 주가는, 각각 Sandisk +53.6%, SK하이닉스 +46.1%, Micron +40.9%, 삼성전자 +20.4% 상승하며 낙폭을 상회하는 강력한 상승세를 기록했다. 주요 비메모리 업체 또한 AMD가 +60.4%라는 독보적인 수익률로…
