Vanguard Information Technology Index Fund ETF Shares News - May 2026
Samsung Faces Historic Strike, Threatening Global AI Chip Supply
Samsung Electronics began the largest strike in its history on May 21, 2026. The full-scale walkout will last 18 days following the collapse of labor...
NVIDIA Hits Record $81.6B Revenue, Driven by Surging Global AI Demand
NVIDIA reported record first-quarter revenue of $81.6 billion. This represents an 85% increase year-over-year. The results exceeded Wall Street consensus...
NVIDIA eyes blockbuster Q1 earnings, led by Blackwell chip demand
NVIDIA reports fiscal first-quarter 2027 earnings after the market closes on May 20, 2026. The results serve as a primary indicator for the artificial...
Nvidia targets $79 billion revenue, testing the strength of AI boom
Nvidia releases its first-quarter fiscal 2027 financial results after the market closes today, May 20, 2026. Analysts project revenue of approximately $79...
NVIDIA Targets $79 Billion Revenue, Bracing for $350 Billion Market Swing
NVIDIA will release its first-quarter fiscal 2027 earnings report on May 20, 2026. Wall Street analysts forecast quarterly revenue of approximately $79...
NVIDIA eyes $79 billion revenue, testing the global AI market boom
NVIDIA reports its fiscal first-quarter 2026 earnings today after the market closes. Wall Street analysts project consensus revenues of approximately $79...
NVIDIA Smashes Q1 Estimates, Driven by Relentless AI Chip Demand
NVIDIA reported first-quarter fiscal 2027 financial results on May 20, 2026, significantly exceeding Wall Street expectations. Revenue surpassed the consensus...
NVIDIA Reports Q1 Earnings, Testing Blackwell Momentum and AI Sector Strength
NVIDIA will release its first-quarter fiscal 2027 earnings on May 20, 2026. The company will publish the report after the market closes. This event serves as a...
Blackstone and Google launch $5B AI venture, expanding global compute power
Blackstone’s AI investment arm, BXN1, partnered with Google to build and operate AI data centers. Blackstone is making an initial $5 billion equity investment...
Nvidia ships Vera CPUs to OpenAI and Oracle, scaling agentic computing
Nvidia began shipping its new Vera CPU systems to a select group of early enterprise adopters. Initial recipients include AI leaders OpenAI and Anthropic,...
Google Unveils Agentic Gemini AI, Merging Operating Systems for New Googlebooks
Google launched its annual I/O developer conference on May 19, 2026. The keynote introduced next-generation Gemini AI models featuring autonomous agentic...
Samsung and TSMC Rattle Markets, Facing Strike and Stake Sale
Samsung faces a potential 18-day strike by over 45,000 workers starting May 18, 2026. This labor action threatens the global supply of memory chips for AI data...
Samsung Strike Looms, Shaking Global Chip Supply Chain as TSMC Sells Stake
Asia's semiconductor sector was rattled by a dual shock on May 18, 2026, creating significant uncertainty for the global chip supply chain. Samsung Electronics...
Kioxia shares halted, record $8.2 billion profit forecast on AI demand
Kioxia Holdings shares were halted Monday following a surge in buy orders. The Tokyo-based memory chip supplier reported soaring profits and a record-breaking...
Doosan acquires SK Siltron for $3.7B, targeting AI chip supply chain
Doosan Group has agreed to acquire 100% of SK Siltron. The transaction is valued at approximately 5.5 trillion won ($3.7 billion). It includes all stakes from...
Tata Electronics secures ASML technology for $11B fab, reducing foreign chip reliance
Tata Electronics and Dutch firm ASML signed a major agreement to build India's first front-end semiconductor plant. The Indian and Dutch Prime Ministers...
Arm Holdings Faces FTC Antitrust Probe Over Chip Licensing Monopoly Fears
The US Federal Trade Commission (FTC) is investigating Arm Holdings for potential antitrust violations regarding its semiconductor technology licensing....
Nasdaq sinks, as US-China summit fails to lift chip export curbs
U.S. President Trump and Chinese President Xi Jinping concluded their summit on Friday without reaching an agreement for technology investors. U.S. Trade...
Tech Stocks Sink, US-China Summit Fails to Ease Chip Export Controls
U.S. President Trump and Chinese President Xi Jinping concluded their summit on Friday without a breakthrough. U.S. Trade Representative Jamieson Greer...
Applied Materials Forecasts 30% Growth, Fueled by Global AI Build-out
Applied Materials reported record second-quarter revenue of $7.91 billion. The company achieved non-GAAP earnings per share of $2.86. These results...
NVIDIA and chipmakers tumble, as Trump-Xi summit yields no tech deal
Global semiconductor stocks declined sharply on May 15, 2026. This followed a high-stakes summit in Beijing between U.S. President Donald Trump and Chinese...
Nvidia leads chip sell-off as Trump-Xi summit ignores export curbs
U.S. President Trump and Chinese President Xi Jinping concluded their high-stakes summit on May 15 without easing technology trade restrictions. U.S. Trade...
Nvidia H200 sales to China stall, as Beijing blocks domestic approvals
Nvidia has not delivered any H200 AI chips to China as of May 15, 2026. Beijing continues to withhold necessary purchase approvals for approximately 10 Chinese...
Cisco hits record high on $9B AI forecast, signaling infrastructure boom
Cisco Systems (CSCO) reported record third-quarter revenue of $15.8 billion. The company raised its fiscal 2026 AI infrastructure order forecast to $9...
Cisco Surges 17% to Record High, Nearly Doubles AI Forecast to $9B
Cisco Systems (CSCO) shares rose as much as 17% to reach a record high. This move marks the stock's best single-day gain in over 20 years. The rally followed a...
Cisco hikes AI forecast to $9 billion, shares surge on record revenue
Cisco Systems reported record fiscal third-quarter revenue of $15.8 billion. Adjusted earnings reached $1.06 per share, exceeding analyst estimates. The...
TSMC Forecasts $1.5 Trillion Global Chip Market, Citing AI Growth
TSMC raised its 2030 global semiconductor market forecast to $1.5 trillion. The updated projection represents a 50% increase from the company's previous $1...
TSMC Hikes 2030 Chip Market Outlook to $1.5 Trillion, Citing AI Boom
Taiwan Semiconductor Manufacturing Company (TSMC) raised its 2030 global chip market forecast to $1.5 trillion. This projection represents a 50% increase over...
TSMC Hikes 2030 Chip Market Outlook to $1.5 Trillion on AI Growth
Taiwan Semiconductor Manufacturing Co. (TSMC) raised its 2030 global semiconductor market forecast to $1.5 trillion. This projection represents a 50% increase...
🟢 VGT is trading 1.5% up today as Nvidia CEO's Beijing trip sparks semiconductor rally
VGT is trading 1.5% up today as the technology sector outperforms amid a Nasdaq rally, driven by news of Nvidia CEO Jensen Huang joining President Trump in...
NVIDIA Joins Trump China Delegation, Seeking $50 Billion H200 Deal
NVIDIA CEO Jensen Huang joined President Donald Trump’s diplomatic delegation to Beijing on May 13, 2026. This high-stakes summit with Chinese President Xi...
Nvidia Joins Trump China Delegation, Pushing for AI Chip Market Access
Nvidia CEO Jensen Huang joined President Donald Trump’s delegation for a high-stakes summit with Chinese President Xi Jinping. Trump confirmed the last-minute...
TSMC Commits $20 Billion to Arizona, Accelerating US Chip Manufacturing
TSMC Arizona Corporation authorized a capital increase of up to $20 billion. The board adopted the resolution on May 12, 2026. This equity funding commitment...
Samsung Races to Avert Strike, Risking $28B in AI Chip Profits
Samsung Electronics and its largest labor union conclude government-brokered talks on May 12. This final negotiation aims to prevent a major strike scheduled...
Cerebras targets $4.8B IPO, fueled by 20-fold investor demand
AI chip startup Cerebras increased its initial public offering size to $4.8 billion. This valuation would make it the largest global IPO of the year. The...
Intel and SK Hynix Partner on AI Packaging, Challenging TSMC Dominance
Intel and SK Hynix announced a collaboration to develop advanced semiconductor packaging for the artificial intelligence sector. SK Hynix will utilize Intel’s...
Applied Materials and TSMC Partner, Accelerating Next-Gen AI Chip Production
Applied Materials and TSMC launched an innovation partnership to accelerate semiconductor technologies for artificial intelligence. The collaboration centers...
Intel and Apple Partner on Custom AI Chips, Sending Stocks Higher
Intel and Apple confirmed a partnership to develop and integrate advanced Artificial Intelligence (AI) chips into future Apple products. The collaboration...
Intel to manufacture Apple AI chips, sending Intel stock higher
Intel and Apple confirmed a strategic alliance to co-develop and manufacture next-generation AI processors. The agreement follows more than one year of...
Intel to manufacture Apple chips, sending shares up 15%
Intel reached a preliminary agreement to manufacture chips for Apple. The deal supports Intel’s foundry ambitions and US efforts to increase domestic...
TSMC and Sony form joint venture, targeting next-gen sensors for physical AI
Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Semiconductor Solutions signed a memorandum of understanding to create a joint venture. The partnership...
SK Hynix draws direct investment offers, driven by AI chip scarcity
Global technology firms are offering to directly fund SK Hynix production lines and manufacturing equipment. Reuters reported these unprecedented proposals on...
SK Hynix receives Big Tech investment offers, driven by AI chip scarcity
Global technology firms are aggressively courting South Korea’s SK Hynix with offers to fund production lines and manufacturing equipment. A May 8 Reuters...
SpaceX builds $55 billion Texas Terafab, securing AI chip supply
SpaceX announced plans to construct a massive semiconductor manufacturing facility in Texas named Terafab. The project requires an initial investment of...
NVIDIA and Corning Partner to Scale US AI Infrastructure, Adding 3,000 Jobs
NVIDIA and Corning launched a multiyear partnership to expand U.S. manufacturing of optical connectivity solutions for AI infrastructure. The collaboration...
NVIDIA and Corning expand U.S. optical manufacturing, adding 3,000 AI jobs
NVIDIA and Corning launched a multi-year partnership to scale U.S. manufacturing of advanced optical connectivity. These solutions support the global buildout...
Samsung hits $1 trillion market cap, fueled by AI chip rally
Samsung Electronics' market capitalization exceeded $1 trillion for the first time on Wednesday. A global rally in artificial intelligence semiconductor stocks...
Samsung Electronics hits $1 trillion valuation, fueled by AI chip demand
Samsung Electronics' market capitalization exceeded $1 trillion on May 6, 2026. Company shares surged as much as 12% during the session. Samsung is the first...
Intel Surges 13%, Following Reports of Apple Chip Manufacturing Deal
Intel shares rose more than 13% on May 5, 2026. The rally followed a Bloomberg report that Apple held exploratory talks with Intel regarding U.S. chip...
Semiconductor Sales Surge 79% in March, Fueled by AI Infrastructure Demand
Global semiconductor sales reached $99.5 billion in March, a 79% year-over-year increase. First-quarter sales for 2026 totaled $298.5 billion, rising 25% from...
Google, Microsoft, xAI sign US safety pacts, vetting models before release
The U.S. Department of Commerce’s National Institute of Standards and Technology (NIST) signed agreements with Google DeepMind, Microsoft, and xAI. These...
Amazon Launches Supply Chain Services, Challenging FedEx and UPS
Amazon launched Amazon Supply Chain Services to provide its logistics and fulfillment network to external businesses. The service consolidates Amazon’s air and...
Nscale to supply 66,000 NVIDIA Rubin GPUs for Microsoft’s EU AI project
Nscale expanded its collaboration with Microsoft to deliver over 66,000 next-generation NVIDIA Rubin GPUs. The deployment will be housed at Start Campus's...
Apple Eyes Intel and Samsung for US Chips, Cutting TSMC Reliance
Apple Inc. held preliminary talks with Intel Corp. and Samsung Electronics Co. regarding U.S.-based processor manufacturing. Discussions involved Intel’s...
Google builds $15B India AI hub, its largest outside the US
Google began construction on a $15 billion AI hub in Visakhapatnam, India. The site marks the company's largest AI infrastructure project outside the United...
Anthropic and Blackstone launch firm, scaling Claude for corporate giants
Anthropic has partnered with a major investment consortium to launch a standalone enterprise services firm. The group includes Blackstone, Hellman & Friedman,...
TSMC revives $18.9B Taiwan plant project, targeting AI chip demand
TSMC is reviving plans for a next-generation semiconductor factory in Longtan, northern Taiwan. The project involves a potential investment of approximately...
Pentagon signs seven tech giants for classified AI, barring Anthropic
The Pentagon finalized agreements on Friday with seven technology companies to integrate artificial intelligence into classified networks. The cohort includes...
NVIDIA China market share collapses to zero, citing US export bans
NVIDIA CEO Jensen Huang confirmed the company’s China AI accelerator market share fell to zero percent. This collapse stems directly from U.S. export...
Pentagon Taps Nvidia, OpenAI, and Big Tech, Modernizing Classified Military Networks
The U.S. Department of Defense (DoD) signed agreements with eight technology leaders to deploy frontier AI on its most secure classified networks. The...
Google and Nvidia lead Pentagon deals, integrating AI into classified networks
The Pentagon reached agreements Friday with seven major technology companies to integrate artificial intelligence into classified networks. Partners include...