News

How big will the CPU market get?

The U.S. government's 10% stake in Intel played a key role in bringing Apple to the table, with talks spanning more than a year

Shares of Qualcomm (NASDAQ:QCOM) are heading higher Friday, trading at around $215 intraday and up roughly 6% on the session. The move caps a parabolic stretch that has put QCOM stock up 70% over the past month. That kind of vertical move on a $200 billion-plus mega-cap is rare. It’s also forcing investors to ask ... Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?

Following its rally in April, Joby served up Q1 sales data this month that has investors excited.

Look for names that tend to trade independently of the overall market, and don't be afraid to achieve some income growth.

US benchmark equity indexes were higher intraday as traders parsed the latest jobs report, while oil

The stock got pummeled after the company warned of supply constraints.

Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

AI is playing a key role in Shopify's growth.

They can weather many storms.

Block's earnings were impressive, but the most important part could be its future AI potential.

Wedbush's Dan Ives just slapped a Street-high price target on the iPhone maker -- and his pitch is that the AI story is finally about to begin.

Intel and Apple have reportedly reached a preliminary chip-making agreement.

The technology sector is leading the stock market this year, and for some of the best-performing tech stocks, it may be time to take profits. The IBD Smart NYSE + Nasdaq Tables show the tech sector's dominance, with the Computer, Chips, and Electronics sectors up 53% to 141% year to date. Many technology stocks have already climbed 20% or more from their most recent buy points.

Flying taxis are one step closer to becoming a reality.

Apple and Intel have reached a ‌preliminary agreement for Intel ‌to manufacture some of the chips ​that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people ‌familiar with ⁠the matter. Intensive talks between the two companies have ⁠been underway for more than a year, and they ​hammered out ​a ​formal deal in ‌recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up ‌about 14%.

Aehr Test Systems stock is up some 327% year to date.

Ares Capital is a reliable stock for income-seeking investors.

AAON's first-quarter earnings were simply outstanding, and the company is becoming a key picks-and-shovels investment in the booming data center build-out.

Energy Transfer, Enbridge, Duke Energy, and NextEra Energy are all positioned to meet increasing power demands and pay shareholders respectable dividends in the process.

The Trade Desk beat revenue expectations but still fell hard. Here's what spooked Wall Street.

Nebius has been a top-performing stock in 2026.

Archer stock saw solid gains last month, and it's off to a strong start in May.

Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

Cloud computing businesses are spending a ton now, but will reap the rewards later.

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated: And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the […]

Don't be fooled. Bernstein still thinks Micron is a buy into Q2.

This analyst thinks Sandisk's sales and profits are safe in Q4.