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2026-05-16
Coatue adds ASML, exits Chagee, boosts NuBank stake, among Q1 trades (CHA:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-16 Seeking Alpha
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2026-05-16
Micron: How Long Will The AI Trade Last? (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-05-16 Seeking Alpha
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2026-05-16
3G Capital adds semiconductor stocks, doubles holding in Alibaba among Q1 positioning changes (TSM:NYSE) - Seeking Alpha
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seekingalpha.com 2026-05-16 Seeking Alpha
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2026-05-16
Infineon’s AI-Driven Gains Stall on Profit-Taking as Analysts Eye Normalized Inventories - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS
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2026-05-16
Tiger Global takes new position in Intel; adds to Broadcom, Nvidia among Q1 moves (MSFT:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-16 Seeking Alpha
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2026-05-16
Nvidia: China Could Bring Up To $26 Billion In Revenue (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-16 Seeking Alpha
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2026-05-15
Trump says China is blocking Nvidia H200 purchases despite US approval — says country 'chose not to' sanction purchases, pushing homegrown chips instead - Tom's Hardware
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www.tomshardware.com 2026-05-15 Tom's Hardware
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2026-05-15
Micron: AI Demand Is Turning Memory Into A Premium Asset (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Nvidia Earnings Could Reset The Entire AI Trade (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Nvidia: I'm Loading Up Before Q1 Earnings (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Inside Nvidia’s $4B Optical Strategy—And Why CPO Changes Everything (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
AI chip rally widens beyond Nvidia, Tech Contrarians says (NVDA:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Trump poured millions into tech giants seeking China deal, ethics filing shows - South China Morning Post
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www.scmp.com 2026-05-15 South China Morning Post
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2026-05-15
Nvidia Gets Cramer's China Backing - GuruFocus
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www.gurufocus.com 2026-05-15 GuruFocus
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2026-05-15
Applied Materials' solid Q2, outlook sees bullish views from analysts - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
KLA Corporation: Quietly Dominating The 2nm Hyperscaler Race (NASDAQ:KLAC) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Semiconductor materials and biotech stocks drive mid‑cap YTD rally (IJH:NYSEARCA) - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Chip Stocks Fall As Inflation Fears Trigger Profit-Taking - Benzinga
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www.benzinga.com 2026-05-15 Benzinga
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2026-05-15
Nvidia Earnings Preview: Q1 2027 - Seeking Alpha
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seekingalpha.com 2026-05-15 Seeking Alpha
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2026-05-15
Nvidia's networking chief: Deep buffer switches are 'a disaster' for AI networking - SDxCentral
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www.sdxcentral.com 2026-05-15 SDxCentral
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