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Cathie Wood sells $11.8 million in Nvidia-backed stock before earnings
TheStreet118d agobearish
Cathie Wood sells $11.8 million in Nvidia-backed stock before earnings

Cathie Wood just made a massive move ahead of a key tech earnings report. The ARK Invest founder trimmed $12 million in CoreWeave (CRWV) stock just days before the company reports earnings in a couple of days' time. On May 4, ARK sold 99,692 shares of CoreWeave across multiple ETFs, locking ...

AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia
Yahoo Finance Video118d agoneutralVIDEO
AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?
Yahoo Finance Video118d agoneutralVIDEO
AI infrastructure: Is it time to trade in the Mag 7 for the Air 7?

First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).

Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?
24/7 Wall St.118d agoneutral
Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

Jim Cramer’s well-documented skepticism on Microsoft (NASDAQ:MSFT) traces back to the company’s January earnings, when a strong headline beat triggered one of the worst single-day reactions the stock has seen in years. The question for investors now is whether the skepticism still holds after another quarter of results. The Quarter That Sparked the Skepticism On ... Jim Cramer Isn’t a Fan of Microsoft After Rough Quarter. Is He Right to Be Skeptical?

Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance
24/7 Wall St.118d agobearish
Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance

The question for retirement-focused investors right now is simple: own Alphabet (NASDAQ:GOOGL) or NVIDIA (NASDAQ:NVDA)? Google’s decision to sell its Tensor Processing Units (TPUs) directly to enterprise customers reframes the AI compute race, and it changes the risk math on the most crowded trade in the market. One of these stocks belongs in a retirement ... Google Moves to Sell TPUs Directly: A Major Shift That Might Pressure NVIDIA’s AI Compute Dominance

Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
24/7 Wall St.118d agobullish
Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout. Caterpillar (NYSE:CAT) stock is up 53% year to date through the May 4 close, while GE Vernova (NYSE:GEV) stock has surged 65%, with both sitting near record highs. The two industrials-sector stocks ... Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy
24/7 Wall St.118d agoneutral
Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy

Tesla (NASDAQ: TSLA) and Ford (NYSE: F) just reported first quarter results that crystallize the EV split. Tesla leaned into autonomy, AI compute, and humanoid robots while squeezing more margin from its existing fleet. Ford leaned on F-Series trucks, commercial fleets, and software subscriptions to bankroll a costly EV reset. Same industry, very different playbooks. ... Tesla vs Ford: One Is a Disrupter While One Is Quietly Building Legacy