1. The U.S. has reportedly approved about 10 Chinese firms, including Alibaba and Tencent, to purchase NVIDIA's H200 chips, causing NVIDIA's stock to surge in after-hours trading.
2. Bank of Japan (BOJ) board member Masu expressed conviction that the central bank needs to raise its policy interest rate further, signaling a more hawkish stance.
3. Foxconn reported very strong demand for AI servers and projects strong revenue growth for 2026, while also beating its first-quarter profit forecasts.
US Eases NVIDIA Chip Ban for China, BOJ Signals Hikes, Foxconn Touts AI Boom