One chipmaker will capitalize on growth in two key AI-related markets, while the other struggles to turn the business around.

(Bloomberg) -- Asian stocks are set to gain ground Tuesday morning after U.S. benchmarks traded lower and Treasuries got off to an unfavorable start to the week ahead of key inflation data. Bloomberg's Most Popular ReadsTrumpism is emptying the churchTrump's media documentary drops from debut to down 36%, losing billionsGermany to order ships and armored vehicles worth as much as 7 billion eurosWhy southern India rejected Modi-and why it mattersBlackRock's $10 billion deal is the latest to bet on real estate near the lowsTokyo Stock Market Futures Prices

(Bloomberg) -- Trading in Japanese government bonds has increased since the Bank of Japan stopped controlling yields last month, and there's at least one indicator in the market that liquidity is returning. Bloomberg's Top Reads Trumpism Is Hollowing Out the ChurchTrump's Media Screwdriver Slides, Diving 36% in Debut, Losing BillionsWhy Southern India Rejects Modi - and Why It MattersGermany to Order Ships, Armored Vehicles Worth Up to 7 Billion EurosRoyal Bank of Canada Fires First Matron Financial Officer Ahn Jae-hyun After Probe of Personal Connection.

Battery makers, material suppliers, and manufacturers stand to gain tremendously from the rise of a particular electric vehicle niche.

Treasury yields continue to climb as the market recalibrates its forecast for a rapid Fed rate cut this year.

Elon Musk, Tesla's chief executive officer, recently announced that Tesla will unveil its long-awaited robotic rental car on August 8th.