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Trump Media And Technology Group (DJT) Formally Launches Its Asset Management Service, With Investments Pertaining To “Faith And Values, Liberty And Security, Energy Independence, And Made in America” Themes

William Blair: The Agreement Between Palantir And NATO For The Maven Smart System Shows That “Europe Will Likely Remain Large Buyers Of U.S. Systems”

A Tesla Patent Might Be The Answer To China’s Blanket Restrictions On The Export Of Rare Earth Metals

Wedbush’s Dan Ives Thinks Trump Has Taken “The Doomsday Scenario Off The Table” And Tech Stocks Will Rally Come Monday, But One Options Market Veteran Feels “It’s A Crowded Trade”

Germany Pushes for Caution on EU Tariff Retaliation

UBS: Taiwan’s Surging Exports Imply A Data Center Revenue Of $42 Billion For NVIDIA’s April-Ending Quarter

Lynx Equity: NVIDIA’s “Minimal-Tariff Status” Is A Win For Micron And Super Micro Computer (SMCI)

President Trump Breaks Silence After Tariff Pause – Says Chinese Are “Proud People” & Xi Is “A Proud Man”

Trump Media And Technology Group (DJT) Expands Its Streaming Service To Mexico And Canada, Allowing A “Refuge From Big Tech Corporations” And “Woke TV Shows”

Apple Won’t Shift iPhone Manufacturing Into The US, Says Bank of America

KeyBanc: “We Believe Intel Has Won The GPU Gaming Socket For The Nintendo Switch 3 On 18A,” And AMD Faces “Increasing Risks” From A Price War With Intel

Bill Ackman, A Billionaire Who Supports Trump, Alleges That The US Commerce Secretary Howard Lutnick Is “Long Bonds” And “Profits When Our Economy Implodes”

A Tesla Uber-Bull Analyst Cuts His Price Target For The Stock By ~50 Percent, While Declaring That “Darker Days Are Ahead”

Citi: “Intel Foundry Has Proven Over [The] Years It Cannot Compete With TSMC, And Forcing A Company To Use Vastly Inferior Manufacturing Would Destroy Shareholder Value”

“Self-Inflicted Debacle Of Epic Proportions” – US Chip Stocks Led By NVIDIA Tumble After China Slaps 34 Percent Reciprocal Tariffs On The US

Super Micro Computer’s NVIDIA HGX B200 Systems Show Over “3 Times The Tokens Per Second (Token/s) Generation For Llama2-70b And Llama3.1-405b Benchmarks Compared To H200 8-GPU Systems”

NVIDIA Might Have Lost AI GPU Pricing Power, Says Bank As It Downgrades Stock To Hold

Trump’s Liberation Day: Bernstein Posits That A 10 Percent Baseline US Tariff On Raw Semiconductors Is “Not Going To Do All That Much,” But PCs, Servers, And Smartphones Are About To Get Pricier By ~40 Percent

Musk Denies Leaving US Government – Tesla Shares Sink By 3.5% Amidst Back-to-Back Target Cuts

Tesla Q1 2025 Deliveries Crater To Multi-Year Lows, But A Narrative Reset Approaches

Elon Musk Has Completely Eliminated The Possibility Of A Margin Call On His Tesla Stake, Yet The “Tesla Takedown” Protesters Continue To Try To Hammer The Stock

SpaceX Spills The Beans On History’s First Astronaut Mission To The Earth’s Poles!

Elon Musk’s xAI Has Acquired Elon Musk’s X For $33 Billion

Intel Is A “Nobody” & Should Merge With Mature Chip Technology Firms, Says Former TSMC co-COO

Morgan Stanley Shares Biggest Risks From TSMC’s Intel Joint Venture

China’s SMIC Purportedly Busted Trying To Poach Engineers From TSMC’s Hometown

NVIDIA’s H20 China GPUs Face Production Woes In Fresh Threat To China Revenue – Report

Intel’s Former CEO Patrick Gelsinger To Receive A Cool $7.85 Million In Severance, Says Firm

CoreWeave (CRWV) IPO Turns Into An Epic Disaster As NVIDIA Forced To Step In With A $250 Million Anchor Investment

The “Mild-Mannered” Intel’s Ex-CEO Pat Gelsinger Joins The Cutthroat Venture Capital Industry

Markets Recoil In Horror As Trump Imposes Recession-Inducing Auto Tariffs, TD Cowen Flags Microsoft’s “More Pervasive” Data Center Lease Cancelations

Loop Capital: Apple Is Placing ~$1 Billion Worth Of Orders For NVIDIA’s GB300NVL72, With Super Micro Computer (SMCI) And Dell Tapped As “Key Server Partners”

Trump Media And Technology Group (DJT) Partners With Crypto.com To Launch A Series Of ETFs – Including One Based On A Basket Of Tokens – Under Its Truth.Fi Brand

After Super Micro Computer (SMCI) Becomes “The Best Performing Stock” In Hardware, Goldman Sachs Grows Cautious On “Unfavorable” Risk-Reward Going Forward