US President Donald Trump hosted Chinese President Xi Jinping at a historic state dinner attended by top tech CEOs including Nvidia, Microsoft, Google, OpenAI, and SpaceX. AI was a central topic, with both leaders expressing interest in continued dialogue and cooperation to manage AI risks and benefits, despite existing tensions over US export controls on advanced chips to China. The meeting hinted at establishing a hotline for AI-related emergencies, reflecting efforts to prevent misuse and foster collaboration. Details remain limited, but ongoing talks could lead to more concrete AI agreements between the two nations.
Nvidia shares are up 0.66% at USD 226.07 on Pluang as of Sep 25, 2026 18:22 WIB, reflecting steady investor interest in the AI sector highlighted by the recent US-China tech talks. Microsoft is slightly down 0.07% at USD 497.60, while AMD gained 1.83% to USD 640.78, showing mixed reactions among major chipmakers amid discussions on AI cooperation and export controls. These price moves come as top CEOs from these companies joined Presidents Trump and Xi in talks about managing AI risks and benefits.
The US and China have extended their trade truce by two months, focusing on farm goods like soybeans while largely sidelining semiconductors. China is meeting soybean purchase commitments, benefiting companies like Archer-Daniels-Midland and Bunge, b...
NVIDIA reported $96.22B revenue in Q2 FY27, up 105.8% YoY, driven by its Vera Rubin platform, which is ramping faster than any prior product and expected to contribute 20% of data center revenue in Q3. AMD posted $11.54B, up 50.1% YoY, with its Helio...
The Invesco Semiconductors ETF (PSI) has outperformed the VanEck Semiconductor ETF (SMH) by over 20 percentage points in the past year. PSI’s equal-weight approach spreads investments across about 33 semiconductor stocks, limiting Nvidia to under 4%,...
Lovable, a vibe-coding platform, has exceeded an annual run-rate revenue of $600 million, up from $500 million in June. The company has grown its enterprise business significantly, with two-thirds of Fortune 500 companies, including Microsoft, NVIDIA...
Intel shares fell 3% following an extraordinary 223% gain year-to-date, as investors take profits amid a broader pullback in chip stocks. AMD also dropped 3%, while NVIDIA slipped 1%, reflecting sector-level selling rather than company-specific issue...
