Tech Stocks Radar

Fifth Third Bancorp has acquired embedded payments platform Rize Money, though the deal value was not disclosed. The move marks another bank entry into the embedded payments space.

U.S. large-cap tech stocks are trading in a tight range as of the April 29 market close, with investors positioning carefully for the high-stakes earnings sequence ahead, including Apple.

NVIDIA reports Q1 results May 20 with analysts spotlighting a major inference demand inflection from agentic AI adoption.

• Partner momentum: TSMC...

US-China trade talks delivered tentative tariff cuts and eased retaliation against US chip firms, while Beijing pledged to lift export controls on...

• Gov. Newsom's May 14 plan applies 7.25% sales tax to SaaS subscriptions and downloaded software starting Jan 1, 2027, raising costs for California...

• IQ Solid-State Transformer for AI data centers delivers 1.25 MW blocks converting medium-voltage AC to 800 V DC, with volume shipments planned for...

TSMC is divesting an 8% stake in Vanguard International Semiconductor to optimize its balance sheet and refocus on core manufacturing, retaining a 19%...

D-Wave Quantum will unveil its gate-model roadmap at the upcoming Investor Day, backed by record $33.4M bookings and fresh buy ratings that point to accelerating growth momentum.

OpenAI is shifting from licensing models to hands-on deployment, embedding 150 Forward Deployed Engineers via its new DeployCo subsidiary to lock in...

India gains ground as ASML partners with Tata on an $11bn Gujarat plant for AI and auto chips, deploying advanced lithography tools under Modi's...

Lam Research stock surged to a 52-week high driven by AI chip demand, even as SMIC's founder warned against chasing cutting-edge nodes amid the volatile semiconductor cycle.

Stripe announced new capabilities in its payments and fraud products at Stripe Sessions, designed to help businesses sell everywhere, maximize revenue, and reduce fraud.

Analyst Kuo outlines Apple's Intel roadmap with small-scale testing in 2026, production ramp-up in 2027, and continued growth through 2028—signaling Intel's first major entry into iPhone and Mac silicon even while Apple explores TSMC alternatives.

ASML's exclusive hold on EUV lithography machines makes it the indispensable supplier for TSMC, Intel, and Samsung's advanced chips. This chokepoint...

NerdWallet posted $222M revenue with 6% YoY growth and $34M non-GAAP operating income at a 15% margin, yet a major insurance pullback, 15% small-business drop, and 33% cards decline drove the 32% post-earnings stock plunge.

Samsung's union will launch an 18-day strike on May 21 after pay talks collapsed, risking production halts at the world's largest memory-chip maker and adding upward pressure on prices amid strong AI demand.

Mastercard and JD.com are building enhanced payment infrastructure to boost global connectivity for JD.com's operations. The deal strengthens cross-border capabilities for both fintech players.

Global Payments secured stockholder approval to acquire Heartland Payment Systems in a $3.8 billion cash-and-stock deal, clearing a major step toward closing the transaction for the payment processors.

Regulatory Developments

• 🔥 Arm Holdings Antitrust Probe: Arm Holdings faces a U.S. FTC antitrust investigation into its semiconductor technology...

• Supercycle focus: Analysis covers NVDA, AMD, INTC, TSMC, ASML, AVGO earnings and long-term trends
• Valuation discussion: 2026 price targets,...