ニュース · QuantAbundancia

24/7 Wall St.12d agoneutral

Arm Is Quietly Becoming The CPU Backbone Of AI

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI

Barchart12d agoneutral

How Intel Stock Could Be the Biggest Winner from AMD’s Explosive Earnings Win

Following AMD’s strong earnings and upgraded server CPU outlook, Intel is seeing renewed Wall Street optimism around its foundry progress and CPU pricing power.

24/7 Wall St.12d agobearish

Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?

Shares of Qualcomm (NASDAQ:QCOM) are heading higher Friday, trading at around $215 intraday and up roughly 6% on the session. The move caps a parabolic stretch that has put QCOM stock up 70% over the past month. That kind of vertical move on a $200 billion-plus mega-cap is rare. It’s also forcing investors to ask ... Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?

AMD INTC QCOM

GuruFocus.com12d agoneutral

Why Micron Technology Stock Popped Today

Micron surges after Bernstein sticks to bullish $510 target amid price surge fears

AMD MU

24/7 Wall St.12d agobearish

Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

AAPL AMD GOOG GOOGL INTC NVDA

Yahoo Finance12d agobullish

Intel stock hits fourth straight record high as Apple report fuels chip rally

Intel and Apple have reportedly reached a preliminary chip-making agreement.

AAPL AMD AVGO INTC MU NVDA

Motley Fool12d agoneutral

Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now

Aehr Test Systems stock is up some 327% year to date.

AEHR AMD AVGO INTC NVDA

Investor's Business Daily12d agobullish

Stock Market Soars On Tumbling Oil Prices, Strong Earnings: Weekly Review

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

AMD AMZN ANET DDOG FDX FSLY GLW IREN+4

24/7 Wall St.12d agobullish

Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

AMD ARM INTC QCOM

Yahoo Finance12d agobullish

Micron's monster run hits seventh straight record high

Micron's AI memory rally is still running hot.

AMD AVGO NVDA TSM ^GSPC

Yahoo Finance12d agobullish

Micron’s monster run hits 7th straight record high

Micron's AI memory rally is still running hot.

AMD AVGO MU NVDA TSM ^GSPC

Insider Monkey12d agoneutral

Jim Cramer on MaxLinear: “Wait for That Thing to Come Down”

MaxLinear, Inc. (NASDAQ:MXL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller inquired if the stock is a buy and asked for guidance regarding an entry point. Cramer replied: Okay, MaxLinear’s probably gone more parabolic than any other stock in the market. So therefore […]

AMD MXL

Insider Monkey12d agoneutral

Jim Cramer Discusses Surging Value of Intel and AMD CPUs

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated: And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the […]

AMD ARM INTC NVDA

Insider Monkey12d agoneutral

Jim Cramer Notes NVIDIA’s Status as Largest Company While Praising New Tech Chips

NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]

AMAT AMD ASML LRCX MU NVDA SNDK STX+1

24/7 Wall St.12d agoneutral

AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?

The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just printed the strongest quarter of its modern history, and the stock has responded violently. The case for owning AMD over NVIDIA in 2026 rests on ... AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?

AMD MU NVDA

Motley Fool12d agoneutral

Why Micron Stock Bounced Back Today

Don't be fooled. Bernstein still thinks Micron is a buy into Q2.

AMD INTC MU NVDA

TheStreet12d agobearish

Morgan Stanley drops massive AMD stock price target after earnings

You know that feeling when you've been backing a friend's idea for months, and then suddenly the whole room starts paying attention? That's roughly where Morgan Stanley finds itself with Advanced Micro Devices (AMD). For the better part of six months, the firm had been quietly bullish on AMD's ...

AMD MS

Motley Fool12d agoneutral

Why Sandisk Stock Bounced Back Today

This analyst thinks Sandisk's sales and profits are safe in Q4.

AMD INTC NVDA SNDK

Zacks12d agoneutral

Stock Market News for May 8, 2026

U.S. stocks ended lower on Thursday, with the S&P 500 retreating after hitting an all-time high in the previous session, as oil prices bounced back from their initial lows and uncertainty over U.S.-Iran peace talks weighed on investors' sentiment.

AMD AMZN ^DJI ^IXIC ^VIX

Reuters12d agoneutral

Global equity funds draw inflows for the seventh week on earnings optimism

May 8 () - Global equity funds attracted inflows for a seventh straight week in the period through May 6, supported ‌by upbeat first quarter earnings and hopes for a ‌U.35 billion of global equity funds during the week, though this was the smallest weekly inflow since March 18, LSEG Lipper data showed.

AMD

Investor's Business Daily12d agoneutral

Stock Market Today: Dow Rises Ahead Of Jobs Report; Coinbase, Cloudflare Dive On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rose Friday ahead of the April jobs report. Coinbase and Cloudflare dived on earnings.

AAPL AMD BA COIN CRM CSCO CVX INTC+11

Simply Wall St.12d agoneutral

Latest News In AI Chips - Advancing AI Infrastructure With Zerogrid's Distributed Inference Grid

Zero Latency has introduced Zerogrid, a closed beta distributed AI inference grid designed to enhance the routing of AI workloads by optimizing edge computing capacity. This new infrastructure aims to address the unique challenges of AI inference, such as latency and regulatory requirements, by efficiently dispatching workloads to meet specific operational constraints. Zerogrid is inspired by distributed virtual power plants and leverages a similar architectural approach to manage compute...

AMD MU NVDA

Insider Monkey12d agoneutral

Broadcom (AVGO) Launches VCF 9.1 to Accelerate Production AI in Private Clouds

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy for the next 15 years. On May 5, Broadcom announced the launch of VMware Cloud Foundation/VCF 9.1, a unified private cloud platform designed to provide a secure and cost-effective infrastructure for production AI. This updated version addresses the growing industry shift toward private cloud […]

AMD AVGO INTC

Simply Wall St.12d agoneutral

Adeia (ADEA) Is Down 13.9% After Strong Q1 Results And CEO Transition Plan News – Has The Bull Case Changed?

Adeia Inc. recently reported past first-quarter 2026 results showing sales of US$104.77 million and net income of US$22.77 million, while also declaring a US$0.05 per-share dividend and completing a US$10 million share repurchase tranche. On the same day, the company disclosed that long-time CEO Paul E. Davis plans to step down by late 2026, even as Adeia secured new multi-year IP licensing agreements with major partners such as AMD, Microsoft and L’Oréal and reaffirmed its full-year 2026...

ADEA AMD MSFT

GuruFocus.com12d agobullish

TSMC Stock Rises. Revenue Climbs 18% Yearly on AI Chip Boom

TSMC Stock Edges Higher as AI Demand Fuels Strong Annual Growth Despite Monthly Dip

AAPL AMD NVDA TSM

GuruFocus.com12d agoneutral

TSMC sees strong growth as AI demand holds up

Revenue growth stays solid despite monthly dip

AAPL AMD NVDA TSM

MT Newswires12d agoneutral

Social Buzz: Wallstreetbets Stocks Mostly Higher Premarket Friday; Iren, Rocket Lab to Advance

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

AMD CRWV IREN MSFT MU RKLB SOUN

Zacks12d agoneutral

The Zacks Analyst Blog Highlights Apple, Advanced Micro Devices, Chevron, Jones Soda and Onfolio

AAPL, AMD and CVX headline Zacks research as AI demand, oil strength and ecosystem growth continue driving investor focus.

AAPL AMD CVX

Bloomberg12d agoneutral

TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

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