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Aug 7 · 08:04 ET · 20:04 UTC+8PremarketBenzinga · ENPH/FSLR/GLW

Trump Targets China's Grip on Global Polysilicon Supply With 15% Tariff— Solar Stocks Climb in Friday Pre-Market (UPDATED)

Trump imposed 15% polysilicon tariffs and minimum import prices, targeting China's dominance in a key solar and semiconductor material.

tariffssemiconductorschinaPrice at publishQQQ 718.72 / +0.57%SPY 770.70 / +0.28%
Market reaction
1m5m15m30m60mBefore QQQ0.03%0.13%0.03%0.00%0.06%After QQQ0.00%0.06%0.04%0.29%0.49%Before SPY0.01%0.07%0.01%0.01%0.06%After SPY0.01%0.04%0.01%0.14%0.21%
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Aug 7 · 05:36 ET · 17:36 UTC+8PremarketBenzinga · SPY

Bloomberg Reported US Reviews China's Offshore Nvidia Chip Access After AI Gains

aisemiconductorsnvidiachinaPrice at publishQQQ 718.42 / +0.53%SPY 770.06 / +0.20%
Market reaction
1m5m15m30m60mBefore QQQ—0.02%0.05%0.03%0.01%After QQQ—0.04%0.05%0.05%0.08%Before SPY———0.04%—After SPY———0.02%—
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Aug 7 · 04:29 ET · 16:29 UTC+8PremarketFutu Global Flash · AMD

AMD to Acquire AI Inference-Chip Startup Taalas, Strengthening Its Inference-Market Position

Reuters reported that AMD announced it will acquire AI inference-chip startup Taalas for an undisclosed amount. AMD plans to integrate Taalas's technology into its Instinct GPU accelerator roadmap to advance system-level solutions. Toronto-based Taalas was founded in 2023 and focuses on using specialized silicon to ea…

aisemiconductorstechnologyPrice at publishQQQ 718.08 / +0.48%SPY 769.72 / +0.15%
Market reaction
1m5m15m30m60mBefore QQQ0.00%0.04%0.03%——After QQQ0.01%0.06%0.01%——Before SPY0.00%0.01%0.02%——After SPY0.01%0.01%0.00%——
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Aug 6 · 17:35 ET · 05:35+1 UTC+8After-hoursFutu Global Flash · QCOM

's Musalem: Future AI productivity growth is highly uncertain, with risks tilted toward higher

's Musalem said future AI productivity growth is highly uncertain and the risks are tilted toward higher .

inflationfomcairiskPrice at publishQQQ 714.95 / -0.33%SPY 768.05 / -0.23%
Market reaction
1m5m15m30m60mBefore QQQ0.00%—0.00%0.01%0.03%After QQQ0.01%—0.02%0.04%0.11%Before SPY—0.03%0.01%0.04%0.02%After SPY—0.01%0.03%0.02%0.06%
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Aug 6 · 15:51 ET · 03:51+1 UTC+8RegularFutu Global Flash · TSLA

SpaceX plans gas-fired power plant and large battery storage for Texas chip factory

SpaceX plans to build its own power facilities for Terafab, the large semiconductor manufacturing plant it is developing with Tesla in Texas. Riley Trettel, who leads SpaceX's energy and data-center development, said Wednesday in Grimes County, Texas, that the project would be self-sufficient, with a gas-fired power p…

aisemiconductorsteslaPrice at publishQQQ 714.26 / -0.42%SPY 767.78 / -0.26%
Market reaction
1m5m15m30m60mBefore QQQ0.09%0.08%0.18%0.23%0.13%After QQQ0.01%0.14%0.20%0.14%0.05%Before SPY0.09%0.08%0.15%0.22%0.15%After SPY0.00%0.10%0.16%0.12%0.04%
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