News

AMD’s data center revenue jumped 57%, giving investors hard evidence of demand for server CPUs and AI accelerators as the company guided for another strong quarter.

Vistra and Quanta Services will benefit from soaring energy demand.

In 2007, Apple opened the smartphone era. In 2026, Apple (NASDAQ:AAPL) is positioned to close it. The handheld glass slab that reshaped computing is now the thing the industry is racing to replace with always-on, heads-up ambient AI. The company that drew the first map is drawing the next one. Q2 FY2026 net sales hit ... The smartphone era is ending the way it started: with Apple

Uber (UBER) and Maplebear (CART) (Instacart's parent company) both reported quarterly earnings on Wednesday. BNP Paribas US large-cap internet equity analyst Nick Jones joins Yahoo Finance's Josh Lipton to discuss the key differences between the two companies and why he thinks Uber has much more room to run.

These tech behemoths are seeing impressive gains from their artificial intelligence (AI) investments.

International equities have quietly outrun the U.S. market over the past twelve months, and the Fidelity Enhanced International ETF (NYSEARCA:FENI) has ridden that wave hard. The fund returned roughly 32% over the year ending May 1, 2026, with 8% of that coming year-to-date. It makes U.S. investors look up from their S&P 500 index funds ... The Sneaky International ETF That’s Quietly Outrunning the S&P 500 This Year

The problem started right here in the Hoosier State.

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial intelligence compute. The company expects quarterly revenue ‌of $1.26 billion, compared with estimates of $1.25 billion, according to data compiled by LSEG. Arm generates revenue by licensing its ‌technology to companies such as Nvidia and Apple, collecting royalty payments for every product built using its designs.

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

Sometimes the best buying opportunities don't announce themselves. They show up dressed as a near-term disaster.

It seems Alphabet can do no wrong right now.

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates

Advanced Micro Devices (AMD) is expected to capture about half of the total addressable market for s

Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can buy dividend growth funds that pay you almost nothing today on the promise of bigger checks a decade out. JPMorgan Dividend Leaders ETF ... This New Dividend Fund Is Chasing Yield And Growth At The Same Time

NVIDIA Corp (NASDAQ:NVDA) is one of the best stocks to buy in 2026 according to billionaire George Soros. NVIDIA stock has soared more than 70% over the past year, and it has more room to run as the Street’s average price target indicates more than 30% upside potential. Nvidia recently made a quiet investment in […]

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Morgan Stanley’s U.S. economics team has trimmed its growth forecast for the year, and the reasoning is refreshingly specific: the pump is going to swallow the refund. On the firm’s Thoughts on the Market podcast, the team cut its U.S. growth outlook by roughly 0.3 to 0.4 percentage points, with elevated energy prices doing most ... Morgan Stanley Just Cut Its U.S. Growth Forecast Because Gas Prices Are “More Than Enough” to Wipe Out Bigger Tax Refunds

Exxon Mobil (NYSE:XOM) trades fairly priced at current levels. The 24/7 Wall St. price target points to $141.98 over the next 12 months, modestly below the current quote of $152.75. Our recommendation is hold, with a confidence level of 90%. The longer-dated bull case, however, points to $197.38 by 2031, driven by LNG and Guyana ... Exxon Mobil’s Next Big Milestone Could Be $197

Mark Stevens and his wife Mary are gifting $200 million to USC to advance AI research and education.

Anthropic says it will rent all of the compute capacity from SpaceX's massive Colossus 1 data center.

It's hard to argue against its reliability.

US benchmark equity indexes were higher intraday, while oil prices tumbled as investors reacted to r

Kyndryl's quarter wasn't nearly as bad as investors think it was.

AST SpaceMobile's seventh satellite launch last month didn't go according to plan. Here's how it could impact the stock.

Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.

The optical fiber specialist attracted a significant investment from another major AI player.

Shares of Hut 8 (NASDAQ:HUT) are surging 35% in midday trading Wednesday. Riot Platforms (NASDAQ:RIOT) stock is climbing 13% in tandem, as investors reprice former Bitcoin mining pure-plays as AI data center landlords. HUT stock changed hands near $109 after opening at $80.51, extending a one-month rally of 67% and a one-year gain of 531%. ... Hut 8 Surges 35%, Riot Platforms Climbs 13% as Bitcoin Miners Become AI Infrastructure Plays

Specialty glass maker Corning (GLW) will boost its optical connectivity manufacturing capacity under