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Technology 26 May 2026 - 27 May 2026

TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

TSMC Is Where Traders Are Looking After Nvidia’s $150 Billion Taiwan Pledge

TSMC's role in the AI supply chain is back in focus after Nvidia CEO Jensen Huang said Wednesday that the company could spend up to $150 billion a year in Taiwan. Nvidia's annual spending there was about $10 billion to $15 billion some four or five years back, and now stands near $100 billion, Huang said. "Going to 150 billion dollars" each year, Huang told reporters, tying Nvidia even more closely to Taiwanese manufacturers.
27 May 2026
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S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

Stock-index funds in the U.S. moved up late Tuesday after both the S&P 500 and Nasdaq Composite ended at fresh records. The S&P 500 was up 0.61% to 7,519.12, the Nasdaq climbed 1.19% to 26,656.18, and the Dow Jones Industrial Average slipped 0.23% to 50,461.68. Chris Zaccarelli, chief investment officer at Northlight Asset Management, called this year’s tech gains “reminiscent of the boom at the end of the 1990s.” Adam Sarhan at 50 Park Investments said Middle East tensions still seemed likely to “resolve itself in a peaceful fashion sooner rather than later.”
27 May 2026
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Zscaler Drops Even After Earnings Beat, Guidance Disappoints

Zscaler Drops Even After Earnings Beat, Guidance Disappoints

Zscaler shares slid after hours Tuesday, dropping more than 13% to around $156, after the company’s July-quarter revenue forecast fell just shy of what analysts were looking for. That weaker outlook outweighed better-than-expected results for the fiscal third quarter. Investor’s Business Daily reported the stock slide, while Seeking Alpha put the after-hours loss near 14%.
26 May 2026
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