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Demand for the AI chipmaker's debut was more than 20 times oversubscribed. But history offers some sobering context for what could come next.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

Nova Ltd (NVMI) reports a strong quarter with record revenue and profitability, despite facing supply chain challenges and increased operating expenses.

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.

AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.

With a new Fed chair stepping in, uncertainty around inflation could rattle the market.

Intel's stock has more than tripled in roughly one month. Analysts have been scrambling to catch up. Deutsche Bank just moved its target by the most it has in over a year. And the specific reason it gave for doing so is not what most investors are focused on when they talk about Intel right now. ...

Accelerating inflation has made interest rate increases more likely, and they have historically been bad news for the stock market.

Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.

Evolv's Q1 report looked pretty solid, but that wasn't enough to stop sell-offs.

For the first time since the dot-com bubble, Intel is back at the top. The chipmaker's stock just hit a fresh all-time high of $133. That milestone capped a run that few on Wall Street would have predicted even a year ago, allowing Intel's stock to finally push above its August 2000 peak. Intel ...

The two scenarios the billionaire investor cautioned about appear to be playing out.

Semis took a breather, and so did stocks. A reversal for the semiconductor sector brought the market to a standstill. The S&P 500 fell 0.2%, and the Nasdaq composite dropped 0.7%. The Dow Jones Industrial Average added just 56 points, or 0.

QuickLogic Corp (QUIK) projects significant revenue growth and profitability despite facing competitive pressures and contract delays.

Intel (INTC) stock closed the May 11 trading session at $129.44. That means it has gained 93.8% since April 23, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 4.3% in the same period. Why is Intel outpacing the S&P 500 so much, and why that specific period? ...

QuickLogic (NASDAQ:QUIK) reported higher first-quarter fiscal 2026 revenue and reiterated expectations for strong full-year growth, as management highlighted progress in radiation-hardened FPGA products, embedded FPGA intellectual property and chiplet-related opportunities. President and Chief Exec

The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...

Mark your calendars: A key event may be days away.

Heartflow and Neptune Insurance deserve a closer look.

While many transportation companies struggle when fuel prices rise, FedEx and J.B. Hunt are positioned to benefit from pricing power, network efficiency, and shifting freight dynamics.

What Happened in Markets Today Semis took a breather, and so did stocks. A reversal for the semiconductor sector brought the market to a standstill. The S&P 500 fell 0.2%, and the Nasdaq composite dropped 0.

US equity indexes were mixed on Tuesday after hotter-than-anticipated inflation data and higher crud

US equity indexes traded mixed ahead of Tuesday's close as a hotter-than-expected inflation print am

The Iran war is already having a significant impact on prices.

The April jobs report showed some areas of weakness in the labor market, while consumer prices came in slightly higher than expected.

Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.