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Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.

Moby summary of Palvella Therapeutics, Inc.'s Q2 2026 earnings call

Moby summary of United Parks & Resorts Inc.'s Q2 2026 earnings call

Moby summary of NRG Energy, Inc.'s Q2 2026 earnings call

Moby summary of Merck & Co., Inc.'s Q2 2026 earnings call

Moby summary of LGI Homes, Inc.'s Q2 2026 earnings call

Moby summary of Zebra Technologies Corporation's Q2 2026 earnings call

Moby summary of MPLX Lp's Q2 2026 earnings call

Moby summary of W.W. Grainger, Inc.'s Q2 2026 earnings call

Moby summary of Graphic Packaging Holding Company's Q2 2026 earnings call

Moby summary of Fresenius Medical Care AG & Co. KGaA's Q2 2026 earnings call

Moby summary of Fidelity National Information Services, Inc.'s Q2 2026 earnings call

Moby summary of Energizer Holdings, Inc.'s Q3 2026 earnings call

Moby summary of DigitalOcean Holdings, Inc.'s Q2 2026 earnings call

Moby summary of Entegris, Inc.'s Q2 2026 earnings call

Moby summary of Pediatrix Medical Group, Inc.'s Q2 2026 earnings call

Moby summary of Sunoco LP's Q2 2026 earnings call

Moby summary of Waters Corporation's Q2 2026 earnings call

Moby summary of AudioCodes Ltd.'s Q2 2026 earnings call

Moby summary of Albany International Corp.'s Q2 2026 earnings call

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).Futurum chief market strategist Shay Boloor shares his thoughts with Yahoo Finance's Josh Lipton.

New rivals could weaken one of Dell's biggest growth engines

Wix stock looks cheap -- so long as you're not too worried about it being "unprofitable."

Long-term investors should focus on SpaceX's lockup expiration on Thursday.

Moby summary of Superior Group of Companies, Inc.'s Q2 2026 earnings call

Moby summary of Millrose Properties, Inc.'s Q2 2026 earnings call

Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.

A quiet software release tied to SIGGRAPH 2026 may matter far more to NVIDIA's next decade than its blockbuster hardware lineup, and a single number buried in the announcement explains why investors should pay attention before August 26.