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Corning struck a $500 million deal with Nvidia to supply components for the artificial intelligence leader's data center build-out.

Advanced Micro Devices (AMD) stock rips and tears higher in Wednesday's pre-market session after beating Wall Street's earnings and revenue estimates. The semiconductor manufacturer also topped forecasts for its second quarter guidance. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland analyze the current narratives around the chip space, AI data center demand, and the catalysts for AMD in these late stages of the AI Boom.

The server maker posted improved margins in its fiscal third quarter and projected revenue above Wall Street expectations, driven by sustained strong demand for artificial intelligence data center infrastructure.

Data center demand drives upbeat Q2 outlook

Company forecasts Q4 revenue above estimates despite Q3 miss

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a ‌shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket ‌trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.

Long-term demand is the most important focus for nVent.

Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

Advanced Micro Devices beat estimates for the first quarter on strong sales of AI infrastructure and data center chips. AMD stock rose.

Iren announces $625 million deal to acquire AI cloud, support services provider Mirantis. IREN stock is up 31% in 2026.

Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.

Palantir's first quarter was nothing short of astounding. But does it live up to its sky-high valuation?

Apple is hitting on all cylinders, positioning itself for a seamless transition in the executive suite this fall.

Alphabet (NASDAQ:GOOG) just delivered a standout Q1, and our model points to additional upside. After a 9.97% single-day jump on the Q1 print, GOOG now trades at $381.94. Our 24/7 Wall St. price target for Alphabet is $460, implying 20.44% upside over the next 12 months. Our recommendation is buy, with a 90% confidence level. ... Alphabet Eyes 20% Upside as Cloud Backlog Surges

The industrial giant has gone on a tear. Caterpillar (NYSE:CAT) sits at $890.11 after a blowout Q1 2026 earnings report, up 25.88% in the past month and 190.94% over the past year. Our 24/7 Wall St. price target for Caterpillar is $874.20 over the next 12 months, implying -1.79% downside. Our recommendation is hold, with ... Caterpillar Surges 190%—Analysts Say Hold for Now

The Ark Venture Fund offers heavy exposure to SpaceX and OpenAI, but investors should understand the risks.

Electric vehicle stocks have faced a bumpy road lately, with softening demand, tariff worries, and high interest rates testing even the strongest players. Investors wonder if newer entrants like Rivian can scale fast enough to compete against Tesla’s (NASDAQ:TSLA) volume machine or Ford’s (NYSE:F) established truck network. Rivian’s (NASDAQ:RIVN) latest quarterly results offer a mixed ... Rivian Tops Q1 Estimates, but Investors Investors Rightly Remain Wary