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Nebius stock soars after quarterly results.

Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.

Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the ‌procurement of graphics processing units and data center ‌hardware for its core AI cloud business. The company has grabbed a slice of ​the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively ‌expands its global data ⁠center footprint, putting pressure on margins despite strong revenue growth.

A stunning run-up in shares of semiconductor companies has helped drive the U.S. stock rally, but the eye-popping gains are sparking concerns about an overheated market and prompting some investors to prepare for a pullback. The latest wave of artificial-intelligence market enthusiasm is buoying semiconductors broadly, after bellwether Nvidia symbolized the AI trade ‌over most of the bull stock market that began in late 2022. "It's sort of a perfect mix - there is enough of a fundamental story, and then the technical story is also quite strong," said Steve ​Edwards, senior investment strategist at Morgan Stanley Wealth Management.

Cerebras' IPO is expected to happen on Thursday, May 14.

Quantum Computing stock soared on better than expected revenue.

The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially since the war with Iran could drag on for some weeks or even months longer. As a potential inflation wave clashes with an ... The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

Stock Market Today: Futures were down while oil prices rose on Iran tensions. Intel, Lumentum, Moderna, Circle Internet are winners..

The tech sector helped US stocks cruise to all-time highs last week, as the artificial intelligence boom broadened.

The stock market keeps climbing walls investors barely seem to notice anymore. The S&P 500 just hit another all-time high, extending a rally that has added nearly 50% since the tariff-driven panic low in April 2025. President Donald Trump’s tax cuts, deregulation push, and pro-business policies embedded in the One Big Beautiful Bill Act have ... The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of

The credit card giant is still an evergreen investment.

Micron's AI memory rally is still running hot.

Micron's AI memory rally is still running hot.

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

A new five-year AI cloud agreement with NVIDIA positions IREN to scale beyond infrastructure hosting into managed GPU cloud services for enterprise AI workloads. Key Investor TakeawaysThe $3.

The key to stock market-beating returns for Putnam U.S. Research Fund is "research, research, research."

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.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

Bitcoin miner IREN continues its shift to AI infrastructure with a new strategic partnership with Nvidia. IREN stock rallies.

Gold is shining, with the PHLX Gold/Silver Sector (^XAU) jumping roughly 4% as spot gold climbed 1.5% and silver ripped 6.5% higher. New York gold futures pushed above $4,750 an ounce, gaining roughly 1.6% to $4,771, as a sliding dollar, falling Treasury yields, and renewed optimism around U.S.-Iran peace talks reignited bullion demand. The PHLX ... Gold Surges Past $4,770 as Geopolitical Optimism Cools Inflation Fears

Shares of Peloton Interactive (NASDAQ:PTON) are climbing 11% to $5.76 in premarket trading on Thursday, May 7, after the connected fitness company posted a swing to GAAP profitability and lifted its full-year outlook. The bid follows an 8-K filed at 6:59 a.m. ET and an earnings call that began at 8:30 a.m. ET. The pop ... Peloton Soars 11% on Q3 Profit Turnaround, Raised Guidance, Spotify Partnership

Wall Street analysts project first-quarter sales growth of 139% from last year to almost $2 billion.

It could offer incredible opportunities down the line.

Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.

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.