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Advanced Micro Devices (AMD) is expected to capture about half of the total addressable market for s

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

US benchmark equity indexes were higher intraday, while oil prices tumbled as investors reacted to r

Advanced Micro Devices (AMD) reported solid results and an upbeat outlook but further outperformance

A strong report from AMD was good news for Arm.

The main US stock measures were pointing higher in Wednesday's premarket activity, while oil prices

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

In recent weeks, Arm Holdings has accelerated its push into artificial intelligence by unveiling its first in-house AGI CPU for data centers, announcing plans to design proprietary AI chips, and deepening enterprise AI collaboration with IBM ahead of its now-imminent fiscal Q4 2026 earnings release. These moves mark a shift from Arm’s traditional licensing-only model toward capturing more of the full-chip economics in AI infrastructure, while also introducing fresh competitive and execution...

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%.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion

Arm Holdings is due to release its results after markets close Wednesday, and traders are pricing in the likelihood of a big move in the chip designer's stock following the report.

Investing.com -- The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri, this shift is expected to catalyze a significant expansion in the server CPU Total Addressable Market (TAM). The bank estimates the server CPU TAM could grow roughly fivefold by 2030, rising from a $30 billion baseline in 2025 to approximately $170 billion. This trajectory is supp

The stock is benefiting from the increasing demand for CPUs.

Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.

May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit. 

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 […]

ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.

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.

Arm Holdings has just seen its fair value estimate lifted from US$148.09 to US$171.98, a move of about US$23.89 per share that puts a fresh spotlight on how analysts are recalibrating expectations. Recent research splits between those who see the higher target as a reflection of long term AI related CPU opportunities, and those who argue that a lot of that promise is already embedded in the stock. In the sections that follow, you will see how to interpret these shifting targets and keep track...

Taiwan Semiconductor sold its Arm Holdings stake, yet ARM stock has held firm as Wall Street keeps betting on AI, data centers, and fresh chip ambitions.

US equity futures were marginally lower pre-bell Monday as the standoff in the Strait of Hormuz cont

US equity futures were lower pre-bell Monday as the standoff in the Strait of Hormuz continued, with

We have Palantir, Advanced Micro Devices, Coinbase, Coreweave, Arista Networks, Arm Holdings, Shopify and Uber Technologies all reporting in what shapes as a busy and pivotal week for stocks.

(Updates to add more information on the headline) US equity investors will look out for Iran endi

US equity investors will look out for Iran ending its ceasefire agreement with Washington if the US

First quarter earnings season is in full swing, with a full slate of semiconductor and consumer companies slated to report results.

Tech stocks are in focus amid an earnings bonanza, layoffs, and AI spending plans.

ON Semiconductor, Pfizer, Uber, McDonald’s, and many more will report earnings this week. Economic releases will include the April jobs report and purchasing managers index.

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.