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Both companies are delivering impressive revenue growth.

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

Raymond James upgraded AMD stock to ‘Strong Buy’ from ‘Outperform’ and raised the price target to $641 from $565.

Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.

The S&P 500 climbed 0.6% on Wednesday, while SpaceX stock slumped more than 10% on its first quarterly report since going public

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers, including capex.

US equities rallied intraday, fueled by upbeat earnings reports and hopes that the Strait of Hormuz

Nvidia stock clears the 50-day moving average amid Big Tech earnings. Advanced Micro Devices is set to report Tuesday.

Retail traders remain wary. Sentiment on Stocktwits shows they remain ‘bearish’ on SPY and QQQ.

Tech stocks coverage for the week of Aug. 3.

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

AMD Stock Surges After Bullish Analyst Sees More AI Upside

Core Scientific Inc (CORZ) reports strong financial stability and strategic advancements with a major AMD partnership, despite challenges in transitioning from Bitcoin mining.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Intel beat forecasts by $1.7B and still lost 11%. Oil, rates, and chip selling explain it better. What has Jim Cramer got to do with it?

Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.