Technologies

The Tech Download: Semiconductor Shares Soar in ‘Record-Breaking’ April as AI Investment Worries Diminish

Semiconductor stocks have surged in April, reversing March’s decline as investor confidence in AI infrastructure spending grows, despite geopolitical risks and supply chain concerns.

After a period of stagnation driven by investor anxiety over AI infrastructure expansion, semiconductor stocks have experienced a significant resurgence in April.

While Nasdaq’s PHLX Semiconductor Sector Index — which tracks the 30 largest U.S.-traded chip firms — dropped 6.3% in March, the trend reversed last month. The index climbed 35.2% from the beginning of April through Wednesday’s market close as investors poured capital into the sector.

Intel has been a notable performer. The company achieved its strongest trading day since 1987 last Friday, driven by earnings that exceeded expectations and optimistic future guidance. Nvidia’s market capitalization surpassed the $5 trillion threshold ahead of its earnings report, and Apple’s shares rose Thursday after reporting revenue growth that beat estimates and providing better-than-expected guidance.

Many U.S. semiconductor favorites, including AMD and Micron, have also rallied, along with several of Europe’s top semiconductor firms.

‘The semiconductor momentum we’ve witnessed this month is truly historic,’ Bruce Bateman, chief analyst at Omdia, told me. ‘We’re discussing winning streaks unmatched since the 1970s.’

The Rally

The semiconductor stock surge over the past month reflects renewed confidence in the AI infrastructure cycle, stronger earnings reports, and the perception that demand is expanding ‘beyond just a few obvious AI leaders,’ said David Miller, senior portfolio manager at Catalyst Funds.

In the U.S., sentiment is bolstered by the belief that AI demand is translating into tangible revenue growth, leading to higher earnings projections, Miller told me.

Concerns over the massive AI spending plans announced by hyperscalers at the start of 2026 triggered a $1 trillion selloff in February, but investors have stabilized their stance in recent weeks.

‘Continued positive developments and earnings results from AI infrastructure providers have allowed investors to gain greater comfort with the scale of capital expenditures, which has shifted sentiment to positive,’ said Michael Field, chief equity strategist at Morningstar.

Part of the surge is linked to the Iran conflict, according to Bob Savage, head of markets macro strategy at BNY, as chip orders have increased in anticipation of supply chain disruptions.

Overlooking Geopolitical Risks?

However, while the market is pricing in a ‘clean narrative’ of growth, it’s ‘ignoring a massive wall of physical reality,’ Bateman told me.

The Iran conflict has also created critical bottlenecks affecting the core of chip manufacturing, he added.

Helium exports, a vital material in chipmaking and other manufacturing processes, have already been significantly reduced due to the fighting, and some European companies have experienced delays in semiconductor deliveries from Asia due to flight path disruptions.

The U.S. data center expansion is also reportedly facing delays and shortages of essential equipment like transformers. ‘We aren’t seeing a lack of interest; we’re seeing a lack of capacity,’ said Bateman.

Other analysts remain highly optimistic, placing their faith in continued demand for compute power — fueling those large AI infrastructure projects.

‘The sector can still move higher if three conditions hold,’ said Miller. ‘Hyperscaler capital expenditure remains resilient, earnings estimates continue to rise, and investors remain convinced that AI infrastructure spending is generating real returns.’

Latest Updates

Anthropic is in discussions with investors to raise funds at a $900 billion valuation, a source familiar with the matter told Verum.

Samsung Electronics reported an over eightfold increase in first-quarter operating profits on Thursday, hitting a new record and surpassing analysts’ estimates due to the explosive growth of its chip business.

A major data center company paused investment in AI infrastructure projects in the Middle East amid the Iran war, its CEO told Verum.

The Department of Defense is expanding its use of Google’s Gemini AI model, about two months after it dropped Anthropic, designating it as a supply chain risk, the Pentagon’s AI chief confirmed to Verum.

Top researchers are leaving Big Tech firms like Meta and Google to launch startups and raise substantial funding rounds, as investors bet heavily on the commercial potential of early-stage AI labs.

Quote of the Week

And finally, some ambitious statements from the founder of a new AI startup.

Announcing Ineffable Intelligence’s $1.1 billion raise at a $5.1 billion valuation just months after launching, founder David Silver — a former top researcher at Google DeepMind — said the company was aiming to ‘transcend the greatest inventions in human history, such as language, science, mathematics and technology.’

Big claims.

Technologies

Verum Messenger Launches an AI Mini-Series

Verum Messenger has unveiled a new project — a mini-series created using Verum AI. The story consists of 7 episodes and will be released on the messenger’s social media channels.

The plot revolves around a global corporation seeking to take control of digital communications and a group of heroes who use Verum Messenger as a tool of resistance. Beyond the story itself, the series highlights the app’s key features, technologies, and advantages.

Combining entertainment with a showcase of the Verum ecosystem, the project presents a dynamic digital series designed for the modern era.

The first episode premieres today, with the remaining episodes to be released over time.

Stay tuned for more.

Watch on YouTube
Watch on Instagram

Technologies

Verum Finance: Earn While You Communicate — The Super App That Pays You

Verum has officially launched Verum Finance, an innovative financial application that transforms a private messenger into a true financial super app. News of the launch was also featured on the respected platform Dealroom.co.

Verum Finance can now be used both within Verum Messenger and as a standalone application for iPhone and iPad. When users sign in to Verum Finance with their Verum Messenger account, all balances, settings, and account data are automatically synchronized for maximum convenience.

Users can now do more than communicate securely and protect their data — they can also generate passive income directly within the ecosystem.

What Verum Finance Offers

• Top up your balance with a bank card, Apple Pay, or USDT
• Send money instantly anywhere in the world
• Issue and manage debit cards (virtual and physical)
• Full Apple Pay support
• Exchange assets and withdraw funds quickly

One of the most unique features is the built-in cryptocurrency mining system inside Verum Messenger.

The application utilizes your device’s resources and allows you to earn cryptocurrency in the background — passively, while chatting, traveling, or simply using the messenger.

Maximum Privacy + Real Freedom

• Registration without a phone number, email address, or passport
• End-to-end encryption and full control over your data
• Lifetime free VPN
• eSIM connectivity in more than 150 countries
• Reliable offline communication mode
• Support for 12+ languages for users worldwide

Everything is available in one place: secure communication, financial tools, earning opportunities, and privacy protection.

Users can access the full experience directly within Verum Messenger or switch to the dedicated Verum Finance app for iOS. All data is synchronized automatically between the two applications.

Why Download Verum Today

While many messaging platforms collect user data and expose users to restrictions, Verum offers greater independence and the opportunity to earn.

With a one-time purchase of the feature package, users receive lifetime access to privacy tools, VPN, eSIM services, cryptocurrency mining, and financial features.

This is more than just a messenger.

It is your personal tool for financial and digital freedom.

Download Verum Finance and Verum Messenger today — start communicating securely and begin earning tomorrow.

Download Links:

→ App Store (iPhone / iPad): Verum Finance
→ App Store (Verum Messenger): Verum Messenger

Technologies

Verum Finance: A Super App for Private Finance Integrated Into a Messenger

Verum Finance has announced the launch of a new financial application that allows users to manage their money directly within the secure Verum Messenger ecosystem.

The project has already attracted attention from major media outlets. A dedicated feature was published by Forbes Türkiye, while one of the world’s largest cryptocurrency exchanges, MEXC, covered the launch. Yahoo Finance had previously reported on the evolution of Verum Messenger into a comprehensive financial ecosystem.

What Verum Finance Offers

Verum Finance transforms a messenger into a complete financial platform. Users can:

• Manage their balance and top up using bank cards or USDT
• Send money instantly to other Verum users
• Issue and use debit cards, including Apple Pay support
• Exchange assets and withdraw funds
• Access all these services without installing separate banking applications

A strong emphasis is placed on privacy. The platform offers registration without a phone number or email address, end-to-end encryption, and full user control over personal data.

Recognition from Forbes Türkiye

In a dedicated article, Forbes Türkiye highlighted Verum Finance as a notable example of modern privacy-driven fintech. The publication emphasized the growing trend of financial services moving from standalone banking applications into unified messaging ecosystems — a model that has proven successful in Asia through platforms such as WeChat and Alipay and is now expanding globally.

Support from the Crypto Community

Alongside the Forbes Türkiye coverage, news about the launch of Verum Finance was also featured by MEXC, one of the world’s leading cryptocurrency exchanges. This reflects growing interest in the project from both traditional business media and the cryptocurrency community.

A Strategic Vision

“We are building more than a payments application and more than a messenger. Verum is a unified secure ecosystem where communication, finance, and privacy tools work together,” the company stated.

Verum Finance is now available for iPhone and iPad users. The application complements Verum Messenger, which offers anonymous chats, voice and video calls, VPN services, eSIM connectivity, and other tools designed to enhance digital freedom.

Verum Finance: https://finance.verum.im

Verum Messenger: https://verum.im