{"id":464,"date":"2026-05-15T10:47:48","date_gmt":"2026-05-15T02:47:48","guid":{"rendered":"http:\/\/www.cyber3hk.com\/wordpress\/?p=464"},"modified":"2026-05-15T10:58:54","modified_gmt":"2026-05-15T02:58:54","slug":"no-magic-happened-at-us-china-summit","status":"publish","type":"post","link":"https:\/\/www.cyber3hk.com\/wordpress\/?p=464","title":{"rendered":"No Magic has happened at US-China Summit"},"content":{"rendered":"\n
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AI still driven US Market has been raised for few years. After market closed, summary info are as below:<\/p>\n\n\n\n

Semiconductors and tech led a broad market surge today<\/strong>, with the Trump-Xi Beijing summit and reports of U.S. clearance for Nvidia H200<\/strong> chip sales to select Chinese firms acting as the primary macro catalyst. The S&P 500<\/strong> and Nasdaq<\/strong> hit fresh record highs, driven by AI infrastructure optimism and improving U.S.-China trade relations.<\/p>\n\n\n\n

NVIDIA<\/strong> <\/a> was a standout, hitting a new all-time high of $236.54<\/strong> \u2014 up +4.4%<\/strong> \u2014 on the China chip news and CEO Jensen Huang’s presence at the Beijing summit. Multiple analysts raised price targets, including Bank of America to $320<\/strong> and Cantor Fitzgerald to $350<\/strong>, ahead of NVIDIA’s May 20 earnings report<\/strong>. The stock has now climbed roughly +7%<\/strong> over the past three sessions. Broadcom<\/strong> <\/a> surged +5.5%<\/strong> to near its 52-week high of $442.36<\/strong>, fueled by a Wells Fargo upgrade with a target raised to $545<\/strong>, which argued AI semiconductor revenue is tracking 30\u201340% above<\/strong> prior Wall Street expectations \u2014 setting up a strong narrative into its June 3 earnings<\/strong>. Taiwan Semiconductor Manufacturing<\/strong> <\/a> gained +4.5%<\/strong>, also closing near a 52-week high<\/strong>, after its technology symposium raised the global semiconductor market forecast to over $1.5 trillion by 2030<\/strong>, with AI and HPC projected to account for 55%<\/strong> of demand.<\/p>\n\n\n\n

Palo Alto Networks<\/strong> <\/a> rose +4.6%<\/strong> to a fresh 52-week high of $239.15<\/strong>, buoyed by the broader tech rally and a Jefferies price target hike to $265<\/strong>. The company’s newly launched Idira AI identity security platform<\/strong> has continued to generate positive investor momentum across multiple sessions, extending a +10%+<\/strong> gain over the past three days.<\/p>\n\n\n\n

The biggest mover on the list was Ondas<\/strong> <\/a>, which exploded +26.5%<\/strong> on extraordinary volume of over 243 million shares<\/strong> \u2014 a landmark Q1 earnings beat<\/strong> that saw revenue surge 1,079% year-over-year<\/strong> to $50.1 million<\/strong>, blowing past estimates by over $10 million<\/strong>. The company raised full-year 2026 revenue guidance to at least $390 million<\/strong>, reported a pro forma backlog of $457 million<\/strong>, and announced an expanded Palantir partnership<\/strong> via its SkyWeaver AI platform. The stock has more than quadrupled from its 52-week low of $0.76<\/strong>, reflecting a dramatic defense-sector and autonomous drone demand story playing out in real time.<\/p>\n","protected":false},"excerpt":{"rendered":"

AI still driven US Market has been raised for few years […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-464","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/464","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=464"}],"version-history":[{"count":2,"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/464\/revisions"}],"predecessor-version":[{"id":467,"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/464\/revisions\/467"}],"wp:attachment":[{"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=464"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=464"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cyber3hk.com\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=464"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}