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Yahoo Finance14d agobullish

Corning stock surges to intraday high after company lands $500 million Nvidia deal

Corning struck a $500 million deal with Nvidia to supply components for the artificial intelligence leader's data center build-out.

Yahoo Finance Video14d agobullishVIDEO

AMD stock surges on Q1 earnings, driven by AI demand boom

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.

Yahoo Finance14d agobullish

Supermicro stock soars on strong margin, revenue forecast

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.

NVDA SMCI

GuruFocus.com14d agobullish

Advanced Micro Devices Surges on Strong AI Demand Forecast

Data center demand drives upbeat Q2 outlook

AMD INTC NVDA

GuruFocus.com14d agobullish

Super Micro Computer Soars After Strong AI Server Forecast

Company forecasts Q4 revenue above estimates despite Q3 miss

AMD INTC NVDA SMCI

Reuters14d agobullish

AMD forecast sparks AI‑driven rally in US chipmaker stocks

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%.

AMD ARM INTC MRVL MU NVDA QCOM

Motley Fool14d agobullish

Is nVent a Buy After Blowout Earnings?

Long-term demand is the most important focus for nVent.

INTC NVDA NVT

Barrons.com15d agobullish

Lumentum Earnings Beat Estimates. Why the Stock Is Dropping.

Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

COHR LITE NVDA ^GSPC

Investor's Business Daily15d agobullish

AMD Stock Jumps As AI Data Center Sales Drive Q1 Beat

Advanced Micro Devices beat estimates for the first quarter on strong sales of AI infrastructure and data center chips. AMD stock rose.

AMD NVDA

Investor's Business Daily15d agobullish

Iren Continues AI Infrastructure Shift With $625 Mil Acquisition, Shares Add To 31% Rally

Iren announces $625 million deal to acquire AI cloud, support services provider Mirantis. IREN stock is up 31% in 2026.

IREN NVDA

Barrons.com15d agobullish

AMD Earnings Are Coming. AI Spending Is Driving Growth.

Advanced Micro Devices is expected to post strong growth driven by AI data center demand, though pricing pressure could weigh on margins.

AMD AVGO META NVDA V

Motley Fool15d agobullish

Palantir Stock: With a Fresh Earnings Report Showing Even Faster Growth, Is It Now a Better AI Stock to Buy Than Nvidia?

Palantir's first quarter was nothing short of astounding. But does it live up to its sky-high valuation?

NVDA PLTR

Motley Fool16d agobullish

Is Apple Stock a Buy as iPhone Revenue Soars?

Apple is hitting on all cylinders, positioning itself for a seamless transition in the executive suite this fall.

AAPL INTC NVDA

24/7 Wall St.16d agobullish

Alphabet Eyes 20% Upside as Cloud Backlog Surges

Alphabet (NASDAQ:GOOG) just delivered a standout Q1, and our model points to additional upside. After a 9.97% single-day jump on the Q1 print, GOOG now trades at $381.94. Our 24/7 Wall St. price target for Alphabet is $460, implying 20.44% upside over the next 12 months. Our recommendation is buy, with a 90% confidence level. ... Alphabet Eyes 20% Upside as Cloud Backlog Surges

GOOGL NVDA

24/7 Wall St.16d agobullish

Caterpillar Surges 190%—Analysts Say Hold for Now

The industrial giant has gone on a tear. Caterpillar (NYSE:CAT) sits at $890.11 after a blowout Q1 2026 earnings report, up 25.88% in the past month and 190.94% over the past year. Our 24/7 Wall St. price target for Caterpillar is $874.20 over the next 12 months, implying -1.79% downside. Our recommendation is hold, with ... Caterpillar Surges 190%—Analysts Say Hold for Now

NVDA

Motley Fool16d agobullish

Want to Buy SpaceX Before Its IPO? This Venture Fund Crushed the S&P 500 and Nasdaq-100 in the Past Year.

The Ark Venture Fund offers heavy exposure to SpaceX and OpenAI, but investors should understand the risks.

INTC NVDA ^GSPC

24/7 Wall St.17d agobullish

Rivian Tops Q1 Estimates, but Investors Investors Rightly Remain Wary

Electric vehicle stocks have faced a bumpy road lately, with softening demand, tariff worries, and high interest rates testing even the strongest players. Investors wonder if newer entrants like Rivian can scale fast enough to compete against Tesla’s (NASDAQ:TSLA) volume machine or Ford’s (NYSE:F) established truck network. Rivian’s (NASDAQ:RIVN) latest quarterly results offer a mixed ... Rivian Tops Q1 Estimates, but Investors Investors Rightly Remain Wary

NVDA TSLA UBER