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Investor optimism builds ahead of Nvidia's May 20 earnings report.
I bought more Advanced Micro Devices (NASDAQ:AMD) again last week, and I am not embarrassed to say it was my biggest single buy of the year. AMD is the position I keep funding because Lisa Su has quietly turned this company into the second pillar of the AI infrastructure buildout, and the receipts from May 5, ... This Stock Is My Biggest Bet For May
Quarterly filings reveal Nvidia's revenue base and profit margins far outpace AMD's, with both companies posting notable product launches in early 2026.
(Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip
AMD, Intel Set for Massive AI Server Boom, GF Securities Says
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab
Tech futures fell as oil prices topped $100 while South Korea news triggered losses in Q1 stocks. CPI inflation picked up.
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.
Stocks are nearing the midday point of a massive second quarter. The rally is starting to look vulnerable.
Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Yahoo Finance to explain where AMD (AMD) stands in relation to Nvidia (NVDA), and what to expect from Nvidia's upcoming earnings results.
Intel and other semiconductor companies were falling back on Tuesday morning after a Monday rally that sent multiple chip stocks to all-time highs. Intel was down 3% in premarket trading after having more than doubled in the past month through Monday’s close. Demand for artificial-intelligence infrastructure has boosted chip stocks across the board.
AMD just reported another outstanding quarter. Is this good or bad news for rival Intel?
Advanced Micro Devices (NasdaqGS:AMD) has announced major customer deals for its new MI450 AI chips with Meta Platforms and OpenAI. The company plans to ramp MI450 shipments into 2027 as part of these long-term agreements. The deals are focused on AMD's Data Center segment, with an emphasis on AI accelerator deployments. The agreements indicate committed demand from large AI customers for AMD's next-generation data center hardware. For you as an investor, this news sits at the intersection...
Tesla shares stayed active as investors reacted to a fresh Wall Street rating update.
Big tech firms are poised to extend their rally following a strong earnings season and continued momentum in artificial intelligence spending, according to Wedbush analysts, who pointed to accelerating enterprise adoption and sustained demand across chips, cloud infrastructure, software and...
If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.
GF Securities sees AMD, Intel and Qualcomm benefiting from rising AI server demand.
Cerebras Systems increased the size and expected price range of its initial public offering, which n
Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.
Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.
Shell and Toyota warn geopolitical risks remain elevated
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 7, 2026, Rackspace Technology and Advanced Micro Devices, Inc. (NASDAQ:AMD) announced the signing of a memorandum of understanding outlining a multiyear strategic partnership focused on building an Enterprise AI Cloud designed for regulated enterprises […]
Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.
Rackspace Technology (NASDAQ:RXT) shares climbed as much as 10% on Monday morning, continuing the strong momentum seen after last week’s explosive rally. The stock surged 56% on Friday and has now gained more than 200% since the company released earnings and announced a strategic partnership with AMD on May 7.
Stock Market Today: Futures were down while oil prices rose on Iran tensions. Intel, Lumentum, Moderna, Circle Internet are winners..
Intel, Micron, Advanced Micro Devices, Sandisk and QQQ have been highlighted in this Investment Ideas article.