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CoreWeave CEO Michael Intrator characterizes the company's first-quarter earnings as transformational, highlighting strong performance across revenue and operating margins. Speaking on "Bloomberg Tech," Intrator emphasizes robust demand from existing AI-native and cloud customers, as well as new verticals such as trading and finance firms and robotics companies integrating AI at scale.

Advanced Micro Devices gave a strong forecast for the current period while Super Micro Computer shares gained in extended trading after the company reported improved margins. Michael Shepard reports on "Balance of Power: Evening Edition."

Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains.

Wei Li, chief global investment strategist at BlackRock, discusses the outlook for artificial intelligence stocks, capital expenditure and earnings. "We're specifically overweight semis and hardware," Li tells Bloomberg Television.

Intel Corp. gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Bloomberg's Ed Ludlow breaks down the numbers.

Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Ed Ludlow reports on "Bloomberg The Close."

TSMC will hold off on deploying ASML's most cutting-edge lithography machines for chip production through 2029 to save money. The chipmaker has no plans to adopt ASML's latest high numerical aperture extreme ultraviolet lithography machines, or high-NA EUV, which fetch upwards of 350 million ($410 million) apiece. TSMC is ASML's largest customer, according to Bloomberg's supply chain data. Bloomberg's Neil Campling reports.

TSMC booked a 58% surge in profit, a sign that the Middle East war in its first few weeks did not depress booming AI investment. Bloomberg's Charlotte Yang reports.

ASML raised its full-year sales forecast, with net sales expected to be between 36 billion ($42.4 billion) to 40 billion this year. Europe's most valuable company's machinery is crucial for producing the Nvidia Corp. chips that are the backbone for training and running artificial intelligence models in data centers. Bloomberg's Charlotte Hughes-Morgan reports.

Following a recent ceasefire that has boosted market morale, tech stocks have experienced a notable rebound. Brook Dane, Goldman Sachs Asset Management's co-head of public tech investing, discusses his strategy for investing in tech stocks amid the relief rally.