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U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).

We already have a major market rotation, a war in Iran, and soaring inflation in 2026. Here's what I think the rest of the year holds.

The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much of the load: the Philadelphia Semiconductor Index (^SOX) has surged around 60% year-to-date. Right now the stars are aligning: cooling oil prices, a ... Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back

The Google parent has a real shot at surpassing Nvidia this year.

Nvidia stock was falling in premarket after breaking $200, with a new SpaceX-Anthropic deal offering a reminder of the importance of its chips.

Apple's low-cost laptop is making a big impact on the company's bottom line.

The AI boom is supposed to belong to GPUs.

This year's S&P 500 panic-laden lows are a distant memory. Now investors are looking for ways to profit again.

These stocks offer stability and passive income in any kind of market.

The conflict in Iran has disrupted the supply of helium, which is crucial to chipmaking and other industries.

If you're looking for diversification and value, here's a good ETF to check out.

The longer time horizon you consider, the more one of these assets stands out.

Buying All.Space won't turn York stock profitable all on its own.

SoFi is doing one thing much better now. And it could be a big deal going forward.

GE Vernova's stock surged 71% in 2026, driven by AI-related power demand from hyperscalers.

May 7 (Reuters) - S&P 500 and Nasdaq futures hovered near all-time highs on Thursday as oil prices retreated further on hopes of a U.S.-Iran peace deal that could potentially normalize crude supplies

The stock market has soared to record highs in recent weeks, and one sector has been doing a lot of the work.

They have historically beaten the market, and they aren't done.

GameStop is looking to acquire a much larger company than itself.

Is Pfizer a yield trap? No way.

Nvidia may surprise investors in such a scenario.

Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.

Berkshire Hathaway's first-quarter operating results revealed another big clue that Abel is continuing to pare down the Oracle of Omaha's former No. 2 holding.

OpenAI's IPO is still months away, but its influence over artificial intelligence (AI) stocks is already taking shape.

A contrarian move into this underappreciated cybersecurity company could pay off.

Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.

It could offer incredible opportunities down the line.

Intel Corporation (NASDAQ:INTC) is one of the 10 Must-Buy Stocks with the Strongest 1Q2026 Earnings Beats. On April 28, 2026, Intel Corporation (NASDAQ:INTC) and FPT announced a strategic relationship to deliver an AI-driven factory optimization solution. The collaboration combines AI, simulation, and digital manufacturing technologies to reduce bottlenecks, speed up decision-making, and improve downtime recovery […]

Microchip Technology (NasdaqGS:MCHP) has introduced its MD-990-0011-B timing modules for data centers and 5G vRAN servers. The plug in modules are developed in collaboration with Intel and are designed to provide high precision synchronization. The new timing solution targets distributed AI, real time applications, and next generation telecom infrastructure that depend on low latency performance. For Microchip Technology, a long time supplier of microcontrollers and embedded solutions, this...

A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.