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Meta’s (NASDAQ:META) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our prior range of $115-135 billion.” Wall Street punished the stock for this level of spending, arguing that Meta Platforms was leaning too heavily into data centers and ... Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up

Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Shares of Microsoft (NASDAQ:MSFT) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides. The move stands out because nearly every other high-beta technology name is heading lower in the session. The NASDAQ 100 is down 1% intraday, with selling pressure concentrated in the names that have led ... Microsoft Rises 4%, Resists NASDAQ Downtrend

Intel teams up with McLaren to power AI-driven racing analytics, showcasing its Xeon and Core Ultra chips in real-time Formula 1 operations.

All three major US stock indexes were down while US Treasury yields were up in late-morning trading

AMD is no longer an AI infrastructure afterthought.

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Cathie Wood’s ARK Invest is staying true to its high-growth strategy. Two of its biggest funds snapped up Cerebras Systems on the heels of the chip maker’s impressive market debut, which saw the stock surge nearly 70%. A trading disclosure shows the flagship (ARKK) picked up 71,655 Cerebras shares on Thursday.

Nvidia (NVDA), Advanced Micro Devices (AMD) and Intel (INTC) shares declined in Friday trading, whil

equity fund inflows surged to a three-week high in the week to ‌May 13 on optimism over a strong earnings season ‌and robust revenue guidelines by chipmakers, despite a buildup in inflationary ​pressure. According to LSEG Lipper data, investors pumped up a net $22.

May 15 (Reuters) - Global equity funds attracted inflows for an eighth straight week through May 13 as investors chased the AI-driven rally in technology stocks on optimism over strong chipmaker

The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a slice of their parabolic spring rallies. Intel (NASDAQ:INTC) shares are leading the move lower, sliding 8% in early trading to $108 from Thursday’s close of $115.93. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to ... Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

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NVDA's Q1 results are expected to reflect strong momentum across the data center business amid growing chip demand from hyperscalers to handle AI workloads.

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Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Intel stock, AMD and Arm were falling as analysts warn of the dangers of assuming the AI trade will last indefinitely.

Recent performance and business scale Without a single headline event driving attention, Advanced Micro Devices (AMD) is drawing interest as investors reassess the stock after strong recent share moves and the scale of its large, diversified chip business. The stock has gained 0.9% over the past day, 10.1% over the past week, and 76.3% over the past month, with a 1-year total return of 291.1%. Over the past 3 months, the total return is 116.9%, and the year-to-date figure is 101.2%. AMD...

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

Recent developments in the AI chip sector highlight significant investment momentum, with global funding in AI technology reaching approximately $297 billion in 2024. This surge is largely fueled by enterprise-wide AI deployments moving beyond pilot programs, leading to near-doubling of enterprise spending year-over-year. Notable corporate and financial commitments underscore substantial backing, with the U.S. maintaining a significant lead in private AI investments over other regions...

Global semiconductor stocks skidded after a summit between President Trump and Chinese leader Xi Jinping concluded without major chip deals or a breakthrough on Nvidia’s sales to the country.

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

↘️ Intel (INTC), Nvidia (NVDA), Advanced Micro Devices (AMD): Chip stocks retreated premarket, following a ferocious rally in their shares. Intel, whose shares are up more than 200% this year through Thursday, is among the hardest hit, falling more than 4%.

Advanced Micro Devices, Inc. (NYSE:AMD) is included among the 10 Best US Stocks to Invest in According to Billionaires. Advanced Micro Devices, Inc. (NYSE:AMD) operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. On May 7, Citi significantly raised its price target on Advanced Micro Devices, […]

AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...

AMD’s first quarter results were marked by significant growth in its data center segment and broad-based demand across all business units. Management credited the results to a surge in AI infrastructure spending, particularly highlighting a 57% increase in data center revenue driven by strong sales of EPYC CPUs and Instinct GPUs. CEO Lisa Su emphasized that “data center is now the primary driver of our revenue and earnings growth,” noting that both cloud and enterprise customers ramped up adopti