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Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices ‌surge, two people familiar with the talks said. The move highlights a broader consequence of the ‌AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...

Today, July 21, 2026, memory-chip leaders rallied, leading stocks higher even as investors weighed geopolitical and tariff risks.

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares jumped 5% on Monday following a high-stakes expansion of its strategic partnership with Microsoft, placing AMD’s next-gen silicon at the heart of Azure’s cloud infrastructure. The centerpiece of the deal is Microsoft’s wide-scale deployment of the AMD Helios Rackscale Solution to drive frontier model AI inference across Azure services and enterprise customer workloads. Helios—an integrated power-rack combining AMD Instinct MI455X GPUs,

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of Ray Dalio’s best stocks to buy. On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450. The firm reiterated a Buy rating. […]

A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?

Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

Analysts and early enterprise adoption updates reinforced AMD's position in AI compute

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.

Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) shares getting a lift after Wells Fargo analysts boosted their price target on the chipmaker's stock, while Circle Internet Group (CRCL) plummets on reported stablecoin competition from other firms.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

Advanced Micro Devices has been flush with cash from sales of its hardware, which is widely used in the artificial intelligence industry — the latest tech trend. With so much money on hand, the company can undertake many initiatives. In recent years, the company has used some of its earnings ...

Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o