Semtech Reports Q1 Revenue Growth to 291 Million and Net Income of 266 Million Trumps Beijing Visit No Escalation Seen as MarketPositive Signal Nvidia Earnings Call in Focus Potential Impact of USChina Chip Policy and Trump Tariffs on Market Sentiment Inflation Expectations Rise Forecasters Project 6 Rate in Q2 Survey Indicates Microsofts Trusted Technology Lead Jenny LayFlurrie on Humanizing HighSpeed AI Development Kevin Warshs Potential Fed Overhaul Could Reshape Wall Streets Market Plumbing Consumer Discretionary Surges 18 as SP 500 Edges Higher Energy Drags