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Stocks gain, oil wavers as investors weigh Mideast peace prospects
AFP86d agoneutral
Stocks gain, oil wavers as investors weigh Mideast peace prospects

Stocks pushed higher Friday while oil prices were little changed as traders tracked headlines on the chances for peace in the Middle East, against a backdrop of corporate earnings optimism and AI enthusiasm that have pushed indexes to record highs.Wall Street opened broadly higher after the Dow Jones reached an all-time high Thursday, despite concerns that soaring energy prices will stoke inflation and lead central banks to hike interest rates.

5-22-2026: S&P 500 Winning Ways Under Pressure, Retail Results + Nvidia Earnings
NYSE86d agoneutralVIDEO
5-22-2026: S&P 500 Winning Ways Under Pressure, Retail Results + Nvidia Earnings

Michael Reinking, NYSE Senior Market Strategist, recaps a volatile week as rising yields and shifting Iran headlines pressured markets. Despite late-week weakness, the S&P 500 remains near highs, with its winning streak still in question. Mega-cap tech leadership showed cracks, even as strong earnings—particularly from Nvidia—highlight continued AI-driven growth. Retail results were solid overall, though companies flagged pressure on lower-income consumers from inflation and higher gas prices. Focus now shifts to geopolitical developments, yields, and upcoming inflation data as markets head into the holiday weekend.

AMD asking partners to ramp up production, CEO says
Reuters87d agoneutral
AMD asking partners to ramp up production, CEO says

Advanced ‌Micro Devices ‌CEO Lisa ​Su said on Friday in Taipei ‌that ⁠the company was asking ⁠its partners to ​ramp ​up ​production given ‌strong demand for AI. AMD is a major customer ‌of ​TSMC, ​the ​world's ‌largest contract chipmaker. (Reporting ​by ​Wen-Yee Lee; Writing ​by ‌Ben Blanchard; Editing ​by Jacqueline ​Wong)

Bank of America resets Nvidia stock price target after earnings
TheStreet87d agoneutral
Bank of America resets Nvidia stock price target after earnings

Nvidia (NVDA) started as a video game chipmaker. It invented the term Graphics Processing Unit (GPU). Used the crypto boom to its advantage. And it is now the king of AI, thanks to its CUDA software moat. The stock is down 2.34% at $218.23 at the time of writing, Thursday morning, May 21, according ...

Trading Day: IPO, IPO, it's off to work we go
Reuters87d agoneutral
Trading Day: IPO, IPO, it's off to work we go

By Jamie McGeever ORLANDO, Florida, May 21 (Reuters) - U.S. stocks ended a choppy session on Thursday in the green, lifted by optimism that a U.S.-Iran peace deal is close at hand, while investors

NVIDIA confirms AI boom, but Iran fears are clouding market
TheStreet87d agoneutral
NVIDIA confirms AI boom, but Iran fears are clouding market

I think NVIDIA (NVDA) is a good buy today. The company posted solid beats on the top and bottom line and maintained strong profit margins. Their forecast for growth exceeded estimates. They raised their dividend and announced an $80 billion share buyback program. As we've seen in the ...

Are investors more concerned with Iran than Nvidia's Q1 earnings?
Yahoo Finance Video87d agoneutralVIDEO
Are investors more concerned with Iran than Nvidia's Q1 earnings?

US stocks (^DJI, ^IXIC, ^GSPC) — namely the Dow Jones Industrial Average — are gaining back some ground ahead of Thursday's close as investors continue to digest Nvidia's (NVDA) first quarter earnings. The AI chip stock's movement has largely been muted despite the company boasting record quarterly revenue ($81.62 billion). Gradient Investments senior portfolio manager Keith Gangl weighs in on how investors are viewing Nvidia's results through the broader lens of geopolitical pressures stemming from the US-Iran war. Catch up on the top moments from Nvidia's earnings call, as well as what Nvidia CFO Colette Kress told Yahoo Finance about the company's CPU sales forecasts.

Amkor working with AMD on advanced packaging after acquiring more land in Arizona
Reuters87d agoneutral
Amkor working with AMD on advanced packaging after acquiring more land in Arizona

Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, ‌Amkor said on Thursday. Earlier this week, Amkor said it ‌had secured 67 additional acres of land in Arizona next to a 104-acre ​parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and ‌those packaging steps have ⁠become a key bottleneck in chip production.

AMD makes a major $10 billion push in crucial tech hub
TheStreet87d agoneutral
AMD makes a major $10 billion push in crucial tech hub

Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...

Fed Chair Kevin Warsh Has a New Inflation Nightmare: AI Is Skyrocketing Prices
24/7 Wall St.87d agoneutral
Fed Chair Kevin Warsh Has a New Inflation Nightmare: AI Is Skyrocketing Prices

Kevin Warsh takes over as Fed Chair on Friday, May 22, inheriting an inflation problem that none of his predecessors faced. For four decades, falling semiconductor prices quietly held down U.S. inflation. That tailwind has reversed, and the AI infrastructure boom is the reason. Headline Personal Consumption Expenditures (PCE) inflation ran at 4% in March, ... Fed Chair Kevin Warsh Has a New Inflation Nightmare: AI Is Skyrocketing Prices

Kawasaki Heavy, Nvidia plan Silicon Valley robotics center, Nikkei reports
Reuters87d agoneutral
Kawasaki Heavy, Nvidia plan Silicon Valley robotics center, Nikkei reports

Japan's Kawasaki Heavy Industries will partner with ‌Nvidia to develop solutions integrating ‌robotics with physical artificial intelligence, and will ​set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will ‌initially focus ⁠on medical and mobility fields, with Nvidia's simulation technology ⁠to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal ​mobility robot ​under development, ​Nikkei added. As part ‌of the effort, Kawasaki Heavy Industries will open the joint development center in San Jose, California.

2028 will be a more important earnings year for Nvidia: Analyst
Yahoo Finance Video87d agoneutralVIDEO
2028 will be a more important earnings year for Nvidia: Analyst

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

Nvidia earnings: They're accelerating into growth, not slowing down
Yahoo Finance Video87d agoneutralVIDEO
Nvidia earnings: They're accelerating into growth, not slowing down

Despite beating first quarter earnings estimates, Nvidia's (NVDA) stock reaction has been largely muted as the AI chipmaker's results evidently failed to wow investors. The company's guidance also beat forecasts while it announced an $80 billion share buyback program. Freedom Capital Markets managing director Paul Meeks joins Yahoo Finance Executive Editor Brian Sozzi's panel to discuss whether he believes Nvidia is showing signs of slowing down in the AI race.

The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging
24/7 Wall St.87d agoneutral
The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) keeps rising more and more, no matter how “bad” the news gets. Since Election Day 2024, the index is up 30%, a run that has absorbed a shooting war with Iran, a tariff regime that rewrites itself by tweet, and an inflation print that refuses to behave. The ... The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
24/7 Wall St.87d agoneutral
One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry