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European chip stocks rise on Foxconn results, Trump China visit
European semiconductor shares edged higher after Foxconn posted strong first-quarter results. Foxconn reported net profit of 49.92 billion New Taiwan dollars, up 19% from a year earlier, and revenue of 2.120 trillion NT$
Market desk
A daily reading table for stocks, not a pile of headlines.
What changed, why it matters, what to watch next.
Every brief is written to connect market conditions with the stocks readers follow: index tone, rates, volatility, important company news, and the practical risk lens.
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Daily reports
Morning market pulse: Risk-On for 2026-05-14
Risk-on vibes persist. SPY is above its 200-day line and above the 50-day line, signaling both long and short-term uptrends. The VIX sits around 17.8, a calm reading. That combo suggests investors are leaning toward stoc
Daily reportMorning market pulse: Risk-On for 2026-05-13
Market mood is Risk-On. SPY sits above both the 200-day and 50-day averages, a sign the longer and shorter trends are up. VIX sits around 17.9, a calm level and consistent with gentle optimism. The tone is positive but w
News explainers
European chip stocks rise on Foxconn results, Trump China visit
European semiconductor shares edged higher after Foxconn posted strong first-quarter results. Foxconn reported net profit of 49.92 billion New Taiwan dollars, up 19% from a year earlier, and revenue of 2.120 trillion NT$
NVDACisco AI push boosts orders, hints at future growth
Cisco reported about $5.3 billion in AI infrastructure orders from hyperscalers this fiscal year. It lifted its full-year orders view to roughly $9 billion, up from $5 billion. An analyst note framed this as a potential
NVDAUS clears some Chinese firms to buy Nvidia H200 chips, deals stall
The U.S. government granted licenses for about 10 Chinese firms to buy Nvidia H200 AI chips. Alibaba and JD.com were among them. These licenses show a narrow expansion in the allowed end users for Nvidia's most advanced
NVDANvidia Q1 FY2027 earnings due May 20: what markets expect
Nvidia is set to report its first quarter results for fiscal 2027 on May 20. Prediction markets are weighing whether the result will beat, meet, or miss consensus estimates. Traders look at options activity and price mov
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AI and semis
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Uranium
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Momentum is intact, but today's risk lens depends on rates and QQQ breadth.
AI capex story remains the key narrative; watch guidance language and margin pressure.