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Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts stabilize the sector.

May 29 (Reuters) - U.S. stock index futures were steady on Friday, after closing at record highs in the previous session, with markets awaiting details on reports that the U.S. and Iran has reached a

President Trump desperately wants lower interest rates, but his decision to attack Iran could force the Federal Reserve to raise rates.

The chances of market mayhem are lower with Powell remaining at the Fed.

(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

TAIPEI, May 29 (Reuters) - Taiwan's tech-driven economy is expected to grow at its fastest pace in 16 years in 2026, the government statistics agency said on Friday, thanks to booming demand for

Stocks rose on reports that Iran and the U.S. had reached a preliminary deal. Meanwhile, Snowflake stock surged after the cloud-software company reported strong earnings and struck a $6 billion deal with Amazon.

TAIPEI, May 29 (Reuters) - At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen ‌Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on ‌Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution.

The company filed a prospectus with important information for potential investors.

Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible

A decline in oil prices won’t bring Treasury yields down much, because there was never a surge in long-term inflation expectations to begin with.

Investors focused on inflation risks tied to surging fuel demand, rising gas prices, and consumer spending pressures.

Costco's Q3 earnings call spotlights strategic price cuts, record fuel volumes and surging digital demand as it doubles down on member value.

Viasat Inc (VSAT) reports a 15% increase in backlog and strategic progress in satellite deployment, despite facing revenue declines in key segments.

Ambarella Inc (AMBA) reports strong automotive growth and a significant $800 million agreement with Hanhwa, despite challenges in consumer IoT and cash flow management.

Dell Technologies Inc (DELL) reports an impressive 88% revenue increase and strong AI server demand, while navigating supply chain constraints.

American Eagle Outfitters Inc (AEO) reports a 10% revenue increase, driven by Aerie's 34% growth, while navigating challenges in women's bottoms and macroeconomic uncertainties.

Costco Wholesale Corp (COST) reports a 15% increase in net income and significant digital sales growth amid challenges in gross margin and transportation costs.

Autodesk Inc (ADSK) reports robust Q1 results with significant revenue growth and strategic acquisition of MaintainX to enhance operational capabilities.

Okta Inc (OKTA) showcases robust growth and strategic positioning in AI and identity security, despite early-stage market penetration challenges.

MongoDB Inc (MDB) reports a robust 25% revenue increase and significant customer acquisition, while navigating AI opportunities and competitive challenges.

UiPath Inc (PATH) reports a 17% revenue increase and achieves GAAP profitability for the first time, driven by strong AI integration and robust customer growth.

SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.

By Eduardo Baptista and Che Pan BEIJING, May 29 (Reuters) - Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for

<body><p>STORY: :: Dell</p><p>Dell shares rocketed higher in after-hours trade Thursday, jumping around 39%.</p><p>The surge came after the computer maker lifted revenue and profit expectations.</p><p>Dell says it is seeing soaring demand for AI-optimized servers used in data centers.</p><p>It’s benefiting as tech giants like Alphabet and Amazon plan to spend over $700 billion on AI-related infrastructure this year.</p><p>Dell now expects annual revenue of up to $169 billion - way up on the previous forecast of up to $142 billion.</p><p>AI server revenue is expected to hit $60 billion for fiscal 2027, $10 billion up on previous expectations.</p><p>The company has been adjusting prices constantly as strong global demand causes the cost of memory chips to soar.</p><p>:: Dell</p><p>On a call with analysts, Chief Operating Officer Jeff Clarke said he knew customers were feeling the pain.</p><p>But he said there was little sign of inflationary pressure easing.</p><p>One analyst told Reuters that Dell looked well placed to cope with the chip shortage, helped by its scale and strong relationships with suppliers.</p></body>

Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was enough to nearly ...

The IPO market is heating up, but that shouldn't change investors' core strategies.

Markets in Japan and South Korea hit fresh records as Asian shares advanced Friday on expectations the U.S. and Iran will agree to extend the ceasefire in their war by 60 days. Oil prices slipped, but remain above pre-war levels as the Strait of Hormuz remains largely closed.

For years, bigger was better. Customers wanted their fast-food meals supersized, their pre-packaged snacks in bulk, and their movie theater concessions large enough to last a triple feature. These days, consumer preferences have changed. Diet trends and growing financial pressures have shoppers ...

SEOUL, May 29 (Reuters) - A minority labour union at Samsung Electronics representing its consumer electronics workers will ask a South Korean court to suspend the implementation of a pay deal that