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Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

China didn't do what it was supposed to at the Trump-Xi summit, and now semiconductor investors are worried.

Palantir shares are down in 2026 after huge gains over the past three years.

Intel teams up with McLaren to power AI-driven racing analytics, showcasing its Xeon and Core Ultra chips in real-time Formula 1 operations.

All three major US stock indexes were down while US Treasury yields were up in late-morning trading

Not all high-yield ETFs are built the same. In the case of the two major high-dividend yield funds from iShares and Vanguard, there's a clear winner.

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

There's a lot to like about Madison Air Solutions, but investors should proceed with caution.

In China, Nvidia is playing a game of he says, Xi says over H200 AI chip sales.

The athletic footwear giant's shares are trading at a 12-year low, and the comeback timeline keeps getting pushed out.

This company has been on a mammoth run since February 2025.

Boeing's 777-9 jet is taking flight, which could be a catalyst for the shares.

The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a slice of their parabolic spring rallies. Intel (NASDAQ:INTC) shares are leading the move lower, sliding 8% in early trading to $108 from Thursday’s close of $115.93. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to ... Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

The AI boom has transformed the tech earnings landscape. And it's only getting started.

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

While most investors focus on Salesforce and HubSpot, Klaviyo is becoming the go-to CRM platform for consumer brands.

Which of these quantum computing stocks has a brighter future?

FMC helps farmers by offering ways to boost crop yields. It's been struggling, though.

Intel stock, AMD and Arm were falling as analysts warn of the dangers of assuming the AI trade will last indefinitely.

Demand is exploding for Micron's high-bandwidth memory, thanks to artificial intelligence.

International small caps have rebounded over the past month and a half.

FEATURE Stock futures were falling Friday amid concerns over soaring Treasury yields and a lack of progress on trade policy following the summit between President Donald Trump and China’s Xi Jinping.

These are great consumer stocks to buy this month.

Iran didn't attack Israel with drones in its most recent war -- but it did in the last war, and might again in the next.

Global semiconductor stocks skidded after a summit between President Trump and Chinese leader Xi Jinping concluded without major chip deals or a breakthrough on Nvidia’s sales to the country.

These two big oil giants go head-to-head.

He also congratulated the ‘People of the United States’ for such a ‘good investment.’

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

The future of the market is uncertain, but that doesn't have to be a bad thing.