The Trump administration is considering another round of semiconductor tariffs and may expand them beyond chips to products such as laptops, gaming consoles and data-center servers. Commerce Secretary Howard Lutnick reportedly favors linking foreign companies’ tariff relief to investment in US chipmaking, with a possible phase-in period. US tech companies warn the move could undermine hopes of dominating artificial intelligence, while Nvidia and Apple would bear much of the impact.

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The U.S. is reportedly considering imposing another round of semiconductor tariffs as technology giants race to outpace China in building AI infrastructure.

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Nvidia shares rose 6% in premarket trading after blockbuster earnings strengthened confidence in artificial intelligence.

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Nvidia reported second-quarter revenue of $96.2 billion for the period ended July 26, up 18% from the previous quarter and 106% year on year. The US technology company expects about $108 billion in revenue next quarter, while CEO Jensen Huang pointed to the rapid development of artificial intelligence.

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Asian-Pacific stocks rose at Thursday’s open for a third straight session after Nvidia reported better-than-expected earnings. The result lifted technology hardware makers and renewed investor confidence, despite overnight data showing the Federal Reserve’s preferred US inflation gauge remains elevated.

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Nvidia reported better-than-expected results and said it expects revenue to grow another 70% in fiscal 2028.

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Nvidia shares initially fell after the company released its quarterly results on Wednesday, then surged, giving investors a roller-coaster ride. The move underscored Wall Street’s lofty expectations for its favored AI chip designer.

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Nvidia expects to generate $108 billion in revenue within a few months, following a record $96.2 billion quarter. Data center revenue more than doubled year over year to $89 billion, while profits reached $59.7 billion. Consumer business growth was tempered by slower PC sales, higher prices, and component shortages.

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Wall Street is eagerly awaiting Nvidia’s earnings on Wednesday afternoon. Investors are focused less on the chipmaker’s figures than on what they may signal about AI investors and the broader market.

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Bitwise has launched automated tokenized stock portfolios, initially targeting themes such as the Mag 7, artificial intelligence and robotics. The portfolios are powered by Coinbase and implemented through Glider.

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Alibaba shares fell sharply in Hong Kong on Monday after the Chinese company launched a $10.2 billion share sale at a steep discount to fund its AI ambitions. Investors focused on dilution and execution risks.

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Alibaba shares dropped 8% in early Hong Kong trading on Monday after the technology company completed an HK$80 billion ($10.21 billion) share placement at HK$112.70 per share. The deal is intended to finance artificial intelligence-related development.

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Alibaba raised HK$80 billion ($10.2 billion) in Hong Kong’s largest secondary share sale, highlighting its readiness to accumulate and deploy huge sums in an effort to lead globally in artificial intelligence.

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Brent crude futures fell to $93.45 as markets awaited a US announcement on new sanctions against Iran.

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Asian share markets were little changed on Monday and oil prices slipped as investors awaited details of threatened U.S. sanctions on Iran expected later in the day. The Canadian dollar also weakened as the prospect of a trade war with its southern neighbour loomed.

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After nearly six months of war with Iran, the United States appears to be changing course. Donald Trump says Washington will launch a “crushing economic operation” and is urging other countries to join what it calls the greatest coordinated economic isolation in history. Iran says participants will be treated as enemies.

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