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Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

Intel (NASDAQ:INTC) executives said the company delivered another quarter above its financial outlook, as demand for client and data center products continued to exceed available supply and management moved to increase capital spending to support future growth. Chief Executive Lip-Bu Tan said secon

Brent crude topped $100 a barrel, stoking inflation fears and driving Treasury yields to their highest levels of the year.

Intel and Advanced Micro Devices are signing longer-term purchase agreements with Chinese server customers as data center processor prices surge, according to a Reuters report citing people familiar with the talks. Server CPUs have spent years as the dependable, easy-to-source layer of an AI data ...

Eric Trump-backed Foundation Future Industries said on Thursday it is partnering with AMD ‌to use its chips to co-develop autonomous humanoid robots ‌for military and industrial use. The son of U.S. President Donald Trump has ​been an investor in the start-up since early this year and serves as chief strategy advisor, the company said. The Trump family's investments in several companies have drawn scrutiny, particularly its stakes in ‌defense firms that regularly ⁠compete for government contracts, raising concerns about potential conflicts of interest.

AMD launched its Helios rackscale systems to rival Nvidia's Vera Rubin-powered platform.

Here are some of the biggest decliners in the Nasdaq Composite Index, recently down 2.3%: Tesla (TSLA), down 14% T-Mobile (TMUS), down 7.8% Alphabet (GOOG), down 6.5% Strategy (MSTR), down 6.

All three major US stock indexes were down in late-morning trading Thursday, as Alphabet (GOOG) and

SAN FRANCISCO, July 23 (Reuters) - Advanced Micro Devices is set to launch a raft of AI hardware that ‌will rival Nvidia on Thursday at an event at a downtown convention ‌center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center ​chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT.

Advanced Micro Devices is set to launch a raft of AI hardware that ‌will rival Nvidia on Thursday at an event at a downtown convention ‌center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center ​chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT. AMD is expected to show off the company's data center hardware that includes its first-generation server racks called Helios, which ‌it is marketing as a ⁠rival to a similar design from Nvidia, which is rolling out its second-generation product this year.

Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.

I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices ‌surge, two people familiar with the talks said. The move highlights a broader consequence of the ‌AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.

Google and Tesla headlined earnings late after stocks largely retreated Wednesday amid rising oil prices and Treasury yields.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...

Advanced Micro Devices has signed a deal with artificial intelligence ‌startup Anthropic for tens of billions ‌of dollars worth of AI servers and will invest ​up to $5 billion in the company, the Wall Street Journal reported on Tuesday. Industry executives have said 1 gigawatt of computing power, enough to power ​roughly 750,000 ​U.S. homes, can ​cost around $50 billion.

The 2-gigawatt deal covers tens of billions of dollars’ worth of chips, and AMD will invest up to $5 billion in Anthropic.

The Florida-based company, which hosts one of the largest AMD-based AI training clusters in North America, is set to combine with Apex Treasury listed in New York.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Today, July 21, 2026, memory-chip leaders rallied, leading stocks higher even as investors weighed geopolitical and tariff risks.

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Data center demand may deliver better earnings results

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.