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Wall Street looked set to see chipmakers continue their rebound on Tuesday, with investors continuing to pick through the wreckage of last week's tech sell-off ahead of key US inflation data. Futures pointed higher across the board, with contracts on the Nasdaq 100 up 0.9%, S&P 500...
Nvidia was edging up early on Tuesday. The chip maker has added Apple to its roster of big-name customers but details are still scarce on exactly how big a deal it could be. Nvidia shares were up 0.9% at $210.44 in the premarket.
NVDA's 11.9% YTD gain trails chip peers, but AI data center demand, the Blackwell ramp-up and a lower P/E keep the upside case alive, backed by strong quarterly results.
OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.
Nvidia was edging up early on Tuesday. The chip maker has added Apple to its roster of big-name customers but details are still scarce on exactly how big a deal it could be. Nvidia shares were up 0.9% at $210.44 in the premarket.
Trade in artificial intelligence-linked stocks will continue to be volatile during a catalyst-heavy period, but the underlying investment case for the sector is strong, UBS Global Wealth Management's Mark Haefele wrote.
The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost entirely around the AI infrastructure stack: GPUs, custom silicon, high-bandwidth memory, optics, cloud capacity, and datacenter power. ARTY closed last week ... The One Hyperscaler Signal That Will Make or Break ARTY in 2026
(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers across the country, fueling Beijing’s ambition to propel the domestic AI sector and surpass the US in a potentially game-changing technology. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Con
If Huang is right, the PC market could now be experiencing its iPhone moment.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the Billionaire Ken Fisher’s Top 11 Dividend Stock Picks. On June 1, Mizuho raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $515. It reiterated an Outperform rating on the shares. The firm increased price targets across the semiconductor group, saying demand for […]
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
A number of stocks jumped in the morning session after the industrial sector recovered, carried by the broad market rebound and a read-through from AI-driven capital expenditure commitments.
Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.
A number of stocks jumped in the morning session after industrial stocks recovered, carried by the broad market rebound and a read-through from AI-driven capital expenditure commitments. AMD announced a £2 billion ($2.66 billion) five-year investment in the UK for AI research and infrastructure, a signal that data-centre construction and the equipment, logistics, and grid infrastructure supporting it continues to draw major capital. Easing Middle East tensions reinforced the sector's recovery. I
JPMorgan Chase (NYSE:JPM) is leading a new blockchain-based tokenized deposit network with other major U.S. banks, aimed at modernizing payment rails and supporting near-instant, 24/7 settlement. The network is designed to operate on blockchain within the regulated banking system and is positioned as an alternative to stablecoins for institutional payments. JPMorgan has also partnered with Oxford Quantum Circuits and AMD as the first dedicated user of a new Quantum-AI research platform in...
Buffett is known for his focus on stocks' valuations.
Dell Technologies recently reported first-quarter fiscal 2027 results showing revenue of US$43.84 billion and net income of US$3.44 billion, while also collaborating with AMD and the University of Cambridge on the Zenith and Sunrise AI supercomputers for UK scientific research and fusion energy work. Together with a new US$1.60 billion Blackwell systems purchase agreement from IREN Limited and a sharply higher full-year outlook for AI-optimized server revenue, these developments highlight...
AMD's stock has been soaring this year, and there may be another catalyst for it around the corner.
Intel stock leads the S&P 500 higher after sinking 11% on Friday. The AI trade is picking up momentum again after last week’s selloff.
Nvidia says Vera will use SK Hynix DRAM as both companies prepare for a larger second half and next year.
The commentary comes amid a broader rally in semiconductor and memory names, fueled by a media report that Intel received a substantial chip order from Google.
AMD is making a smart investment in the U.K.
DA Davidson says hyperscaler dependence may keep Nvidia's AI chip margins protected as rivals remain in early stages.
The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?
Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD) just delivered a quarter where Data Center revenue hit $5.78 billion, up 57% year over year, free cash flow surged 253%, and Q2 guidance points to $11.2 billion in revenue. Shares are up 117.77% year ... Prediction: AMD Stock Will Trade at This Price in 2027
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