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Adeia Q1 Earnings Call Highlights
MarketBeat106d agoneutral
Adeia Q1 Earnings Call Highlights

Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company

Jim Cramer Calls Arm Holdings a “Real Good One”
Insider Monkey107d agoneutral
Jim Cramer Calls Arm Holdings a “Real Good One”

Arm Holdings plc (NASDAQ:ARM) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called it a “real good one,” as he commented: Hey, after the close, we got a real good one, Arm Holdings, Rene Haas, you’ve seen him on, right?… We know what we heard […]

Jim Cramer Says He Would “Buy Some AMD Ahead of the Quarter”
Insider Monkey107d agobullish
Jim Cramer Says He Would “Buy Some AMD Ahead of the Quarter”

Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called the company’s CEO the “best,” as he commented: You want an upside surprise? Okay, I’m going to say it’s going to come from AMD this week, and I’d buy some AMD […]

Texas Instruments or ON Semiconductor: Which Analog Chip Stock Won in April?
24/7 Wall St.107d agoneutral
Texas Instruments or ON Semiconductor: Which Analog Chip Stock Won in April?

The April scoreboard is in for the analog and embedded chip leaders, and the result might surprise traders who default to Texas Instruments (NASDAQ:TXN) stock as the sector benchmark. ON Semiconductor (NASDAQ:ON) stock ran away with the month, posting a 63% April gain versus TXN’s 45%. Both names are still trading near their recent highs ... Texas Instruments or ON Semiconductor: Which Analog Chip Stock Won in April?

24/7 Wall St.107d agoneutral
AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Shares of Advanced Micro Devices (NASDAQ:AMD) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD’s peers are barely moving. Intel (NASDAQ:INTC) stock is down 2% and NVIDIA (NASDAQ:NVDA) stock is off just 1%. After months of correlated moves higher, the artificial intelligence ... AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?
Investor's Business Daily107d agobullish
Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?

Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for artificial intelligence hardware remains strong.

Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?
24/7 Wall St.107d agobullish
Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?
24/7 Wall St.107d agoneutral
HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

AMD Will Be a $1 Trillion Company Faster Than You Think
24/7 Wall St.107d agoneutral
AMD Will Be a $1 Trillion Company Faster Than You Think

AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD) heading into 2026. Here is the simple version. Hyperscalers are pouring money into data centers fast enough that every component in the rack is straining on the supply ... AMD Will Be a $1 Trillion Company Faster Than You Think

Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.
24/7 Wall St.107d agoneutral
Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday’s close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets. The bounce comes one trading session after the S&P 500 set a fresh all-time high of 7,230, capping the index’s best ... Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?
24/7 Wall St.107d agobullish
Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?