Semiconductor Stocks Rally on 'Mother of All Supercycles' Claims

Excerpt from Bloomberg: “The drawbacks to Iceland from having its own currency likely exceed the benefits, the country’s Finance Ministry said, citing the conclusions of a government-commissioned report.”

Excerpt from TheStreet: “With the security situation in the Middle East set off by the February U.S.-Israeli strike on Iran remaining highly volatile, airlines are forced to constantly push back their restart of flights into the region. Delta, American Airlines, British Airways, Lufthansa, Air France…”

Excerpt from Bloomberg: “Tricia Scarlata, Head of Education Savings at JPMorgan Asset Management, discusses college investing, 529 day, and missed opportunities for families saving for college. (Source: Bloomberg)”

Excerpt from Bloomberg: “Five years after opening Le Pavillon during the height of COVID, Michelin-starred chef and Dinex Group Owner Daniel Boulud and SL Green CEO Marc Holliday joined Bloomberg Open Interest to talk about how luxury dining helped reinvent New York office real estate. They discuss the…”

Excerpt from Bloomberg: “Gap Inc. CEO Richard Dickson says the retailer delivered progress in the quarter, even after lowering its sales outlook. He says three out of their four brands are growing and they're raising the earnings outlook. Dickson speaks to Bloomberg's Lisa Abramowicz. (Source: Bloomberg)”

Excerpt from TheStreet: “Even though most of my friends are gainfully employed right now, a lot of them are feeling shaky about their finances. And these aren't people who live paycheck to paycheck as a matter of course. These are people with established careers and mortgages.  The reality is that…”

Excerpt from Bloomberg: “Blue Origin’s New Glenn rocket exploded in a massive fireball while undergoing a test on a launchpad Thursday. Peter Elstrom explains what that means for the Bezos-backed company and its race with SpaceX. (Source: Bloomberg)”

Excerpt from Bloomberg: “On this episode of Stock Movers with Alexis Christoforous: - Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged…”

Excerpt from TheStreet: “Millions of Americans are typing their most sensitive financial details into AI chatbots every day without a second thought. They enter salary numbers, upload tax documents, and share account balances with tools such as ChatGPT and Gemini, assuming those conversations…”

Excerpt from Bloomberg: “Food prices have become the animating issue in one of New York City Mayor Zohran Mamdani’s signature policies: a plan to open city-owned grocery stores. Azalea Fresh Market's CEO Paul Nair joins Max Chafkin and Stacey Vanek Smith on the Everybody's Business podcast to discuss…”

Excerpt from Bloomberg: “The main US derivatives regulator said perpetual futures contracts for cryptocurrencies could trade on registered onshore platforms if they meet certain conditions, bringing to America a popular trading instrument that has until now existed almost entirely overseas.”

Excerpt from TheStreet: “Every administration has its preferred economic forecast, and the ones that arrive with a release date attached deserve the most skepticism. Promises about commodity prices on cable television tend to age like fish, not wine. That pattern has been on display since February, when…”

Excerpt from Bloomberg: “Federal Reserve Vice Chair for Supervision Michelle Bowman said, “I would like to have more clarity on the economic impacts from the conflict in the Middle East and the durability of those effects,” and thinks it’s too soon to judge the inflationary impact from the Iran war…”

Excerpt from Bloomberg: “BlackRock Inc. is trimming its bet on stocks across its $220 billion model-portfolio business as US equities surge to record highs following a strong earnings season.”

Excerpt from Bloomberg: “Autodesk President and CEO Andrew Anagnost details the company's $3.6 billion acquisition of MaintainX, emphasizing that the deal represents a strategic move to extend Autodesk's offerings from design and manufacturing into the operational phase of the built environment…”

Excerpt from Bloomberg: “With markets near record highs, driven by demand for artificial intelligence, it certainly seems that investors are betting big on AI growth. On this episode of the Odd Lots podcast, Gita Gopinath — Harvard economics professor and the former first deputy managing director…”

Excerpt from Bloomberg: “The European Union’s six largest economies have agreed on a plan to implement a bloc-wide capital markets union, reaching a collective stance they say will help spur the continent to action after years of delay.”

Excerpt from Bloomberg: “The European Union’s six largest economies have agreed on a plan to implement a bloc-wide capital markets union, reaching a collective stance they say will help spur the continent to action after years of delay.”

Excerpt from TheStreet: “Though there's no official retirement age in the U.S., it's pretty common for people to retire in their 60s. IRAs and 401(k)s are off-limits until age 59 and 1/2, Social Security's earliest claiming age is 62, and Medicare doesn't begin until 65. So for the typical person, all…”

Excerpt from Bloomberg: “House lawmakers arrived for a closed-door session with former Attorney General Pam Bondi prepared to press her on the Justice Department’s decisions to withhold documents related to accused sex trafficker Jeffrey Epstein.”

Excerpt from Bloomberg: “A federal judge in Virginia temporarily barred the Trump administration from taking steps to operate the $1.8 billion “anti-weaponization fund” while she weighs a longer-term block amid a growing number of legal challenges.”

Excerpt from Bloomberg: “Petra Diamonds Ltd. is putting one of its two mines into a business restructuring process and is considering job cuts across the rest of the company, as falling diamond prices and a strong rand erode earnings and liquidity.”

Excerpt from Bloomberg: “NewEdge Weath CIO Cameron Dawson discusses the outlook for semiconductor stocks during an interview with Matt Miller on "Bloomberg Open Interest." (Source: Bloomberg)”

Excerpt from Bloomberg: “The European Commission has approved a new €9 billion ($10.5 billion) mechanism for Spain aimed at ensuring electricity supply security in the country.”

Excerpt from TheStreet: “The brewery industry has been in steady decline, which has led to the closure of hundreds of local operators. Total craft production (21,859,000 bbls) fell 5% in 2025, with 60% of breweries reporting declines, 39% reporting growth, and 1% holding steady, according to the Brewers…”

Excerpt from Bloomberg: “Ford Motor Co. shares are set to record their best monthly gain in 17 years as the automaker’s newfound status as a possible beneficiary of the artificial intelligence boom sparked an investor frenzy.”

Excerpt from Bloomberg: “Robust first-quarter corporate results, driven by technology megacaps, have provided fundamental support to the stock-market rally, dimming worries about elevated Treasury yields, according to HSBC Bank Plc’s Max Kettner.”

Excerpt from Bloomberg: “Roughly one-quarter of the non-Iranian large oil tankers trapped inside the Persian Gulf at the outbreak of the Iran war have managed to slip out in a slow, stealthy trickle.”

Excerpt from TheStreet: “Grocery prices remain one of the biggest pressure points for American households. Shoppers immediately notice an increase in the cost of milk, meat, eggs, frozen meals, and produce every time they walk through a supermarket. But one of the highest costs inside a grocery store is…”

Excerpt from Bloomberg: “Vietnamese leader To Lam told a major Asian defense forum Friday that military power alone can’t ensure security, and called for the creation of mechanisms to actively prevent conflicts from spiraling.”

Excerpt from Bloomberg: “Hungarian President Tamas Sulyok signaled he has no intention of stepping down, setting the stage for a confrontation between the country’s new government and institutions still controlled by appointees of former leader Viktor Orban.”

Excerpt from Bloomberg: “Mexican lawmakers approved changes to a controversial 2024 judicial overhaul that mandated the popular election of federal judges, an effort to address concerns of investors and businesses that say the reform has undermined confidence in Latin America’s second-largest economy.”

Excerpt from Bloomberg: “US stocks edged higher in early trading on Friday, boosted by hopes of a peace deal between the US and Iran and expectations that spending on artificial intelligence will drive further gains in corporate earnings.”

Excerpt from TheStreet: “Many families discover Medicaid estate recovery only after a loved one dies and the state seeks repayment for long-term care costs from the estate. For many households, Harry Margolis, author of Get Your Ducks in a Row, said the family home is the largest asset they own. And…”

Excerpt from Bloomberg: “Bloomberg’s Christina Ruffini sits down with NASA's David Rager at Artist and the Machine's AI & Creativity Summit in New York on May 14 to discuss how his role as creative director is central to how one of the world’s most trusted institutions communicates discovery, science…”

Excerpt from Bloomberg: “The European Central Bank should avoid waiting too long to address the fallout from the Iran war, according to Governing Council member Dimitar Radev.”

Excerpt from Bloomberg: “Max Kettner, chief multi-asset strategist at HSBC, says the strength of tech earnings “made us care a little less about higher yields.” He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)”

Excerpt from TheStreet: “In 1975, American Express (AXP) entered the cultural zeitgeist with a series of commercials that ended with the slogan, “Don’t leave home without it.” The campaign, created by the groundbreaking ad agency Ogilvy & Mather, warned Americans of the consequences of carrying cash…”

Excerpt from TheStreet: “One of the world's most well-known luxury jewelry retailers is closing another longtime store, underscoring how even legacy high-end brands are adapting to shifting consumer habits and mounting pressure across the retail industry. For decades, the location served as a staple…”

Excerpt from Bloomberg: “Bulgarian lawmakers approved on Friday a bill creating an anti-corruption body, a crucial step to unlock hundreds of millions of euros in delayed European Union recovery funding.”

Excerpt from TheStreet: “Silver hit $120 an ounce at the start of 2026. It is now stuck below $75. The metal has given back more than a third of its peak value, and the debate is whether that is a buying opportunity or a warning sign. Bank of America's answer is more complicated than either side wants…”

Excerpt from Bloomberg: “Zambia started a cash tender offer to buy back its $1.36 billion bond due in 2053, becoming the latest African nation to repurchase outstanding debt as governments seek to reduce their servicing costs.”

Excerpt from Bloomberg: “Several vessels transiting through the Strait of Hormuz have been attacked in recent days, underscoring the “very real” risks that remain for shipowners in the Persian Gulf whether or not a peace accord is signed, Chevron Corp. Chief Executive Officer Mike Wirth said.”

Excerpt from Bloomberg: “Travel restrictions and border closures are hindering the response to Ebola as aid workers say they are battling to get to some of the areas where the outbreak has been the most vicious.”

Excerpt from TheStreet: “"Installation is easy, and it's low-wattage for an AC unit."”

Excerpt from Bloomberg: “The European Union has reached a deal with Budapest to unlock €16.4 billion ($19.1 billion) in frozen funding for Hungary subject to reforms, offering much-needed relief to the country’s stretched budget.”

Excerpt from Bloomberg: “A $25 billion Danish pension fund that earlier this year made headlines by ditching Treasuries as Donald Trump was threatening to seize Greenland now says it won’t touch SpaceX.”

Excerpt from Bloomberg: “Iran is hosting an investment and reconstruction conference as it appears to be inching closer to an agreement with the US that could pave the way for a permanent truce with Washington.”

Excerpt from TheStreet: “Wall Street's most public optimists tend to do their best work out loud. They float an idea, watch how the crowd reacts, and let the reaction tell them whether conviction is shared or lonely. That habit usually stays inside the language of price targets and portfolio weightings…”

Excerpt from Bloomberg: “The former Chair of Société Générale, Lorenzo Bini Smaghi, has stepped down after more than a decade at the helm. Bini Smaghi says he leaves the lender with 'best in class' governance and a share price 60% higher than when he joined. But he added that the restructuring is not…”

Excerpt from Bloomberg: “The European Union cautioned that its economic relationship with China must change as the bloc begins considering tougher measures to counteract growing imbalances.”

Excerpt from TheStreet: “Meal prep doesn't have to be difficult when you have the right kitchen tools.”

Excerpt from TheStreet: “It was, dare we say, quite a cheery outlook to the end of the trading day. All three major U.S. stock indices closed at fresh record highs on May 28, the same day inline core PCE inflation data met consensus expectations AND multiple White House sources reported a new, tentative…”

Excerpt from Bloomberg: “The slipping calendar adds to doubts about the party passing another major bill this year”

Excerpt from Bloomberg: “Summer events including the FIFA World Cup and America’s 250th anniversary could spur sales of sweet treats, making now a key time to snap up beaten-down shares of Hershey Co., according to the candy and snack maker’s newest Wall Street bull.”

Excerpt from TheStreet: “In this episode Jeff interviews Chris Tobe, CFA, CAIA, about the biggest ERISA and retirement-plan risks today: low‑paying fixed annuities that hide large undisclosed insurer spreads, heavy private‑credit exposure inside insurance general accounts, and the hidden fiduciary…”

Excerpt from TheStreet: “HP gave investors a stronger quarter than expected, but Bank of America is not ready to call it a clean turnaround. HP (HPQ) reported fiscal second-quarter results that topped its prior earnings outlook, helped by stronger revenue, better pricing, and improved free cash flow…”

Excerpt from Bloomberg: “Corporate speak has changed when it comes to describing the evolving technology”

Excerpt from Bloomberg: “The Iran war’s effects will keep rippling through the supply chain, even if it ends.”

Excerpt from Bloomberg: “EFG International AG, a private-banking boutique based in Zurich, is expanding its 300-person team serving clients from the Americas with an emphasis on Brazil and South Florida.”

Excerpt from Bloomberg: “The Indian government is pushing to evict the Delhi Gymkhana Club, one of the country’s most storied and exclusive colonial-era social clubs, touching off a fierce fight among the city’s elite — even as it evokes a collective shrug among its young and newly wealthy.”

Excerpt from Bloomberg: “With chatbots like Claude around, more companies are cutting back on internships.”

Excerpt from Bloomberg: “The US Department of Education wants to grease the wheels for college mergers and acquisitions, a rare Trump administration proposal with broad support from university leaders who see the policy helping the sector withstand a wave of financial distress.”

Excerpt from Bloomberg: “Italy’s economy grew more than initially estimated at the start of 2026, keeping up momentum from last year before the shock of the Iran war impacted growth.”

Excerpt from Bloomberg: “Hungarian Prime Minister Peter Magyar said he expected to reach a deal with the European Union later on Friday that would allow billions of euros in frozen funding to be unlocked, in much-needed relief to the stretched budget.”

Excerpt from Bloomberg: “An important rite of passage for college students is slipping away as companies use AI for more busywork and prepare for a future with fewer entry-level positions.”

Excerpt from Bloomberg: “Foreign Minister Wang Yi’s visit hints at the global realignment now under way.”

Excerpt from Bloomberg: “Seema Shah, Chief Global Strategist at Principal Asset Management, discusses the outlook for bond yields, equities pricing and Federal Reserve Policy. "It's gonna be important to watch how the bond yield market progresses," Shah says on Bloomberg Television. "From our…”

Excerpt from Bloomberg: “Russia placed the business of Ros Agro Plc, one of the country’s largest agricultural holdings, under the management of a state bank after a Moscow court ordered the nationalization of billionaire Vadim Moshkovich’s share in the company.”

Excerpt from Bloomberg: “There's been a massive selloff in the bond market and rates are rising globally. Japan, Korea, the UK... You name it. Gita Gopinath — Harvard economics professor and the former first deputy managing director of the IMF — has long warned that bond markets are "in a…”

Excerpt from Bloomberg: “Kenya’s inflation rate rose by the most in more than two years, after higher fuel costs driven by the war in Iran added to price pressures and spurred deadly protests last week.”

Excerpt from TheStreet: “The most recent government shutdown caused no end of headaches for travelers. So many Transportation Safety Administration (TSA) employees called in sick between Feb. 14 and April 30, 2026, that airports across the country saw massive, historic security-line and travel delays…”

Excerpt from TheStreet: “They can translate 100 different languages in real time.”

Excerpt from Bloomberg: “Australia’s Fair Work Commission announced a review of its processes to cope with an influx of cases being lodged with the help of generative AI assistance tools, which it said has contributed to an estimated 70% workload increase over a three-year period.”

Excerpt from Bloomberg: “Wuxi Taclink Optoelectronics Technology Co. is considering a listing in Singapore, a potential first for any company that already trades shares in mainland China, according to people familiar with the matter.”

Excerpt from Bloomberg: “Norway’s $2.3 trillion wealth fund supported all shareholder proposals at Palantir Technologies Inc. as the fund’s growing politicization puts its investments under closer scrutiny by the Nordic country’s public.”

Excerpt from Bloomberg: “Ocado Group Plc struck a deal to help British grocer Asda lift online sales, a boost for the company’s automated technology after a series of setbacks.”

Excerpt from Bloomberg: “A Philippine court on Friday ordered the arrest of Senator Jinggoy Estrada after he was charged for allegedly receiving millions of pesos in an infrastructure corruption scheme.”

Excerpt from Bloomberg: “President Donald Trump said Friday he’s making a “final determination” on a preliminary deal to extend a ceasefire with Iran after mixed messages from both sides over when an agreement might be struck.”

Excerpt from TheStreet: “Every business starts with a little bureaucracy. Before you sell a thing, you register a name, get a tax ID, and open a bank account so the money has somewhere to land. For decades, that last step came with friction by design. You filled out forms, proved who you were, and…”

Excerpt from Bloomberg: “A Kenyan high court temporarily blocked the government from approving a deal with the US to establish an Ebola quarantine facility in the East African nation after a human rights group said the plan posed “grave health risks” to the public.”

Excerpt from Bloomberg: “Homing in on stocks at the heart of Europe’s electrification push has helped a Jupiter Asset Management fund team outperform 91% of its peers this year.”

Excerpt from Bloomberg: “Russian President Vladimir Putin joined a summit of the Moscow-led Eurasian Economic Union on Friday amid growing tensions with Armenia over its shift toward Europe.”

Excerpt from TheStreet: “It's "very comfortable, sturdy, and easy to set up and move around."”

Excerpt from Bloomberg: “The US military is quietly seeking to bolster its ability to deter or battle China over Taiwan, including with new warship-killing bombs and advanced sea mines, the head of US Indo-Pacific Command said in a report to Congress.”

Excerpt from Bloomberg: “Lenovo Group Ltd. recorded its best month in more than a quarter-century, with the stock doubling in May as investor enthusiasm built around the company’s AI-driven growth outlook.”

Excerpt from Bloomberg: “Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing…”

Excerpt from TheStreet: “While it seems like every retail investor on the planet is going to be fighting over SpaceX shares on initial public offering (IPO) day, I believe this is a classic wait-and-see. Further, aerospace suppliers might be a better way to profit from the SpaceX IPO craze than a direct…”

Excerpt from Bloomberg: “SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and artificial intelligence company nears its debut.”

Excerpt from Bloomberg: “SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and artificial intelligence company nears its debut.”

Excerpt from Bloomberg: “This month’s rally in the dollar, as traders priced in the prospect of higher US interest rates, is leaving Wall Street strategists wary of further gains.”

Excerpt from TheStreet: “Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was…”

Excerpt from TheStreet: “If you have been holding cash while the stock market posted three straight years of gains above 15%, Fidelity Investments has a message for you. The firm published a seven-step guide to help cash-heavy investors overcome hesitation and build a diversified portfolio, arguing that…”

Excerpt from Bloomberg: “Hopes that a ceasefire deal could pave the way for an end to the Iran conflict drove stocks toward a historic streak of weekly gains, with the market also buoyed by the artificial-intelligence trade.”

Excerpt from Bloomberg: “Oil fell as the US and Iran tentatively agreed to extend a ceasefire by 60 days, stoking optimism the Strait of Hormuz may soon reopen.”

Excerpt from Bloomberg: “Dell Technologies Inc. shares surged the most in two years on Friday after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.”

Excerpt from Bloomberg: “Nextpower Inc. shares briefly touched an all-time high after the solar tracking provider agreed to buy battery company Prevalon Energy for as much as $365 million, marking the solar-tracking provider’s move into energy storage and the fast-growing AI data-center market.”

Excerpt from Bloomberg: “A Brazilian artificial intelligence startup that helps police investigate violent crime is planning a rapid expansion at home, betting its technology is ready for wider use as Brazil confronts mounting public security concerns.”

Excerpt from Bloomberg: “A Brazilian artificial intelligence startup that helps police investigate violent crime is planning a rapid expansion at home, betting its technology is ready for wider use as Brazil confronts mounting public security concerns.”