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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?

Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience
24/7 Wall St.107d agoneutral
Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

The Nasdaq Composite (^IXIC) is leaning on its biggest tech names this morning to absorb a fresh oil shock, with index futures hovering near flat after climbing well off their overnight lows. A 3% spike in crude on renewed Iran tensions is the main drag, but blowout earnings from Alphabet and Amazon late last week ... Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More
24/7 Wall St.107d agoneutral
Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

Pre-Market Stock Futures: Futures are trading lower as we start off the new week, as oil surges higher amid reports that a U.S. warship was turned back in the Strait of Hormuz, but what a start we had to the new month on Friday. The Thursday close on April’s last trading day marked the best ... Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

Latest News In AI Chips - Revolutionizing Fleet Charging with Nexus Megawatt System
Simply Wall St.107d agoneutral
Latest News In AI Chips - Revolutionizing Fleet Charging with Nexus Megawatt System

Tellus Power has unveiled the Nexus Megawatt Charging System (MCS), a central feature of its innovative Nexus platform aimed at enhancing high-power distributed charging for fleet and commercial applications. The modular system delivers power outputs ranging from 600kW to 1.2MW and supports various charging standards to facilitate deployment across diverse site configurations. Designed to improve energy utilization and power management, the Nexus MCS centralizes power distribution to...

Jobs Report, Tech Earnings: What to Watch This Week
The Wall Street Journal107d agoneutral
Jobs Report, Tech Earnings: What to Watch This Week

Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. A bevy of data about the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

How Riot’s AI Data Center Pivot and Wider AMD Deal May Reshape Riot Platforms (RIOT) Investors
Simply Wall St.108d agoneutral
How Riot’s AI Data Center Pivot and Wider AMD Deal May Reshape Riot Platforms (RIOT) Investors

Riot Platforms has already reported first-quarter 2026 results, with revenue rising to US$167.22 million while sales fell to US$111.90 million, and net loss widening to US$500.48 million or US$1.44 per share. The quarter marked Riot’s first meaningful data center income of US$33.20 million and a major expansion of its long-term AI infrastructure lease with AMD, underscoring the company’s shift away from relying solely on Bitcoin mining. Next, we’ll examine how Riot’s new AI data center...

Jobs, Earnings and Other Key Things to Watch this Week
Barchart108d agoneutral
Jobs, Earnings and Other Key Things to Watch this Week

Markets enter a big week following last week's Federal Reserve meeting and mega-cap technology earnings convergence, with focus now shifting to Friday's April jobs report at 8:30am that will provide insights into labor market health amid geopolitical uncertainties and energy-driven economic pressures.

Is Arm Holdings plc (ARM) A Good Stock To Buy Now?
Insider Monkey108d agobullish
Is Arm Holdings plc (ARM) A Good Stock To Buy Now?

Is ARM a good stock to buy? We came across a bullish thesis on Arm Holdings plc on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on ARM. Arm Holdings plc’s share was trading at $175.49 as of April 21st ARM’s trailing and forward P/E were 233.47 and 85.47 […]

Upcoming Console Cycle Adds To AMD Growth Story But Valuation Stays Stretched
Simply Wall St.108d agoneutral
Upcoming Console Cycle Adds To AMD Growth Story But Valuation Stays Stretched

The upcoming generation of video game consoles is expected to use Advanced Micro Devices semi-custom chips. This new console cycle is viewed as a potential boost for AMD's semi-custom segment alongside its existing data center and AI business. The development introduces an additional source of potential revenue linked to gaming hardware refreshes. Advanced Micro Devices, listed as NasdaqGS:AMD, has a current share price of $360.54 after very large multi year gains and a 61.3% return year to...

Cathie Wood sells $79.9M of strong, surging semiconductor stock
TheStreet108d agobearish
Cathie Wood sells $79.9M of strong, surging semiconductor stock

When a stock runs 68% in a matter of weeks, even the most convinced bulls start doing the math on what to do next. That appears to be exactly where Cathie Wood found herself with American multinational semiconductor company Advanced Micro Devices (AMD). That’s a name ARK Invest has held through ...

Deutsche Bank Keeps Hold Rating on AMD Ahead of Q1 Results
Insider Monkey108d agoneutral
Deutsche Bank Keeps Hold Rating on AMD Ahead of Q1 Results

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best American Tech Stocks to Buy. On April 29, Deutsche Bank reaffirmed its Hold rating on Advanced Micro Devices, Inc. (NASDAQ:AMD) with a price target of $250. The research firm expects the company to report strong results for the first quarter and provide solid guidance […]