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Moby summary of Apollo Global Management, Inc.'s Q1 2026 earnings call

AMD reported strong earnings results and fantastic guidance.

The AI boom is giving old-school chips called CPUs a new moment.

After another dizzying rally yesterday, Intel shares closed at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

GeneDX's latest quarterly report arrived with a lot of bad news for investors.

SpaceX may target a valuation of up to $2 trillion.

Dutch quantum processor company QuantWare has raised $178 million in new ‌financing, including funding from Intel Capital, ‌it said on Tuesday, as Europe tries to keep up ​pace with tech leading companies from the U.S. and China. Quantum computers will make data processing considerably faster than via conventional computing, and the ‌sector could be ⁠worth trillions of dollars in the next decade, according to consultancy firm ⁠McKinsey. Along with Intel ​Capital, other companies ‌involved in the fundraising for QuantWare included IQT, ETF Partners, FORWARD.one and Invest-NL Deep Tech Fund.

AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move

Cook isn't the only CEO worried about this problem.

The start-up chipmaker has an impressive customer list that includes Amazon, Meta Platforms, and ChatGPT parent OpenAI.

Apple has held exploratory discussions about using Intel and Samsung Electronics to produce ‌the main processors for its devices, Bloomberg ‌News reported on Monday, citing people familiar with the deliberations. Apple executives ​have made visits to a Samsung plant under development in Texas and, separately, also held preliminary talks with Intel about enlisting the company's chipmaking services, Bloomberg reported. While ‌the move would ⁠offer Apple a secondary option beyond its longtime partner Taiwan Semiconductor Manufacturing Co, the ⁠iPhone-maker is also concerned about using non-TSMC technology, the report said, citing worries about reliability and scale.

(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi

May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit. 

Even though the stock suffered a big sell-off today, Napco is still up 67% over the last year.

Concerns about the Federal Reserve's independence and strategy is likely to result in investors loading up on silver again.

AMD will report its first quarter earnings after the bell Tuesdayl

Earnings season is in full swing, and these companies will provide clear insight into the future of AI.

Palantir has gotten off to a difficult start to the year.

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

Investing.com -- HSBC on Monday downgraded Advanced Micro Devices to Hold from Buy, raising its price target slightly to $340 from $335, as the bank sees little room for the chipmaker to meaningfully beat market expectations despite strong demand for its server processors.

Several major private artificial intelligence companies are expected to make their public market debuts this year or next.

Members of the Fed's monetary policy committee sent a clear signal to the incoming Fed chief.

CoreWeave's next report won't be about headline numbers; it'll be about these three signals.

Despite a big pullback this week, FormFactor stock is up more than 350% over the last year.