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AMD vs. Sandisk: Which company will get some post-earnings market love?
Yahoo Finance Video1d agoneutralVIDEO
AMD vs. Sandisk: Which company will get some post-earnings market love?

AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings reports.

Investing.com2d agoneutral
Five things to watch in markets in the week ahead

Investing.com - A whipsawing Middle East conflict takes center stage once again as the new trading week gets underway. A key U.S. jobs report will be in focus later in the week, along with data tracking activity in the American manufacturing and services sectors. SpaceX will unveil its first quarterly earnings report since its historic initial public offering, while earnings from Advanced Micro Devices could shed some light on the state of the artificial intelligence boom.

Jobs Numbers, SpaceX Earnings: What to Watch This Week
The Wall Street Journal2d agoneutral
Jobs Numbers, SpaceX Earnings: What to Watch This Week

The monthly jobs report comes out Friday. Before that, Elon Musk’s SpaceX will post its first earnings report as a listed company. Also reporting: Walt Disney; tech companies Palantir and Advanced Micro Devices; ride-sharing firms Uber and Lyft; private-equity firms Apollo, Carlyle and TPG; and fast-food chains McDonald's and Wendy’s.

Earnings, PMI and Other Key Things to Watch this Week
Barchart2d agoneutral
Earnings, PMI and Other Key Things to Watch this Week

Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.

TSMC is quietly borrowing a page from Intel's playbook
TheStreet4d agoneutral
TSMC is quietly borrowing a page from Intel's playbook

Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...

AMD CEO doubles down on AI and the stock market
TheStreet4d agoneutral
AMD CEO doubles down on AI and the stock market

There's a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn't get told as often is what actually happens when all that infrastructure starts getting used. That's the part Lisa Su was talking about on July 24 ...

Eliyan raises $145 million at $1 billion valuation to ease AI chip data bottlenecks
Reuters7d agoneutral
Eliyan raises $145 million at $1 billion valuation to ease AI chip data bottlenecks

Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, ‌said on Wednesday it had raised $145 million in venture funding at a $1 billion ‌valuation. Cisco Systems, Lumentum and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, ​according to Santa Clara, California-based Eliyan. The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia and Advanced Micro Devices.

Core Scientific Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Core Scientific Q2 Earnings Call Highlights

Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements. Chief Executive Officer Adam Sullivan said the initial agreements repre

Celestica Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Celestica Q2 Earnings Call Highlights

Celestica (NYSE:CLS) reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027. Se

Core Scientific signs AI infrastructure deal with AMD
Reuters8d agoneutral
Core Scientific signs AI infrastructure deal with AMD

Core Scientific ‌signed ‌a deal with ​AMD, under which the chip ‌firm ⁠will secure up ⁠to 2.5 ​gigawatts ​of data ​center ‌capacity to support customer deployments of its ‌AI ​systems, ​the ​companies ‌said on Tuesday. (Reporting ​by ​Harshita Mary Varghese ​in ‌Bengaluru; Editing ​by Leroy ​Leo)

Chinese IPO Rattles Chip Stocks
The Wall Street Journal8d agoneutral
Chinese IPO Rattles Chip Stocks

The company topped Industrial and Commercial Bank of China to become the most valuable company listed in a mainland Chinese market. ASML and Advanced Micro Devices fell 5.8% and 5.2%, respectively. The Nasdaq Composite ended the day down 0.2%.