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Financial TimesSpaceX IPO set to hand $20bn stake to one hedge fundFinancial TimesUS drops fraud charges against Asia’s richest personFinancial TimesTrump administration creates $1.8bn fund for victims of government ‘lawfare’Bloomberg MarketsGold Extends Gain as Hopes for Iran Truce Ease Inflation FearsFinancial TimesThe US megadeal set to spark a fight over the cost of the AI boomFinancial TimesTrump says he is holding off attack on Iran planned for TuesdayBloomberg MarketsOil Slips, Stocks in Asia Rise on Iran Optimism: Markets WrapBloomberg MarketsMusk Loses Case Against Altman Over OpenAI’s OverhaulBloomberg MarketsOil Declines After Trump Says He Called Off Strike on IranBloomberg MarketsMorgan Stanley Group to Sell Chicago Parking Meters to StonepeakBloomberg MarketsFrom Medical Tourism to Casinos, Oil Shock Hits Southeast AsiaBloomberg MarketsAMP Trims ‘Frothy’ Private Credit Assets in Investment PivotBloomberg MarketsJapan Official Sows Doubt Over Potential US Treasuries SalesBloomberg MarketsFast-Moving Sandy Fire Out of Control Near Los AngelesBloomberg MarketsAI Chip Startup Tenstorrent Draws Takeover Interest From Intel, QualcommFinancial TimesSpaceX IPO set to hand $20bn stake to one hedge fundFinancial TimesUS drops fraud charges against Asia’s richest personFinancial TimesTrump administration creates $1.8bn fund for victims of government ‘lawfare’Bloomberg MarketsGold Extends Gain as Hopes for Iran Truce Ease Inflation FearsFinancial TimesThe US megadeal set to spark a fight over the cost of the AI boomFinancial TimesTrump says he is holding off attack on Iran planned for TuesdayBloomberg MarketsOil Slips, Stocks in Asia Rise on Iran Optimism: Markets WrapBloomberg MarketsMusk Loses Case Against Altman Over OpenAI’s OverhaulBloomberg MarketsOil Declines After Trump Says He Called Off Strike on IranBloomberg MarketsMorgan Stanley Group to Sell Chicago Parking Meters to StonepeakBloomberg MarketsFrom Medical Tourism to Casinos, Oil Shock Hits Southeast AsiaBloomberg MarketsAMP Trims ‘Frothy’ Private Credit Assets in Investment PivotBloomberg MarketsJapan Official Sows Doubt Over Potential US Treasuries SalesBloomberg MarketsFast-Moving Sandy Fire Out of Control Near Los AngelesBloomberg MarketsAI Chip Startup Tenstorrent Draws Takeover Interest From Intel, Qualcomm
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MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
CNBC Top Newsmarkets

These chip stocks could extend historic gains by rallying over 110%, according to Nomura

CNBC Top News
Monday, May 18, 2026 at 11:09 PM
~4 min read
Equities

Original Report

Surging structural demand for memory in AI applications are likely to keep profitability high for chip stocks.

Glass House Analysis

This story reflects the interconnected nature of modern economic systems, where developments in one sector inevitably affect others. Understanding these connections is essential for grasping how policy decisions and market movements translate into real-world outcomes for families, workers, and communities. The economy is not an abstract system of numbers—it's the sum total of decisions about who works, who prospers, and who struggles.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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Economic Context

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