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All four companies have different strengths.

The founder and CEO's words are music to the market's ears.

Nvidia and AMD have been two of the best-performing stocks of the last decade and continue to look well-positioned for the next 10 years.

Eric Criscuolo, NYSE Market Strategist, recaps a volatile week as the S&P 500 declined amid weakness across mega-cap and AI-linked names. A growing divide within the AI trade emerged, with hyperscalers and software under pressure while memory and chip suppliers saw sharp swings. Despite index weakness, market internals held firm, with eight sectors higher and small caps outperforming. Rotation into Healthcare and Financials accelerated alongside falling oil prices, easing yields, and shifting Fed expectations. Focus now turns to quarter-end flows, key data including payrolls, and evolving AI spending trends.

Onsemi said on Thursday it had agreed to ‌acquire Synaptics in an all-stock ‌deal valued at about $7 billion, potentially broadening ​the chipmaker's presence in the fast-growing market for AI-enabled devices Shares of Onsemi fell about 7.4% ‌in extended ⁠trading, while those of Synaptics were down 0.5%. Under the ⁠terms of the agreement, Synaptics shareholders will receive 1.350 ​shares of ​onsemi common ​stock for each ‌Synaptics share. This exchange ratio represents a 19% premium based on the 10-day volume-weighted average closing prices of both companies' stocks.

The dividend increases from JPMorgan and Goldman Sachs underscore the strength of the U.S. banking sector following another successful round of Federal Reserve stress tests.

Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

Expectations are high, but only one of these companies dominates processor manufacturing.

US equity indexes were mixed on Thursday after Micron Technology's (MU) better-than-expected quarter

Caterpillar (NYSE: CAT) has been one of the more surprising mega-cap winners of 2026, riding a record backlog, AI-driven power generation demand, and aggressive capital returns to fresh highs. With the stock now changing hands above $1,038, the question is whether the next leg requires fresh fundamental fuel or a pause. Our 24/7 Wall St. ... Caterpillar Soars But Analysts Remain Cautious

Home Depot's dominance among professional contractors and Lowe's push into larger markets set the stage for a revealing side-by-side analysis.

The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space

Wendy’s (NASDAQ:WEN) has recently become one of the market’s most closely watched stocks after a sharp rally this week sparked an explosion in options activity. CNBC’s Oliver Renick walked through the staggering activity on Options Action, explaining Wendy’s beaten-down turnaround story, new management, heavy short interest, and out-of-the-money calls trading at lottery-ticket prices. What the ... Investors Are Piling Into Wendy’s Stock After a 40% Rally. Here’s Why

Apple is raising the prices of some MacBooks and iPads, while Microsoft is raising Xbox prices as semiconductor costs surge.

J.D. Power named Ford (F) the top mainstream brand in its 2026 US Initial Quality Study, the first time that the American automaker reached number one in 16 years. Ford CEO Jim Farley sits down with Yahoo Finance Senior Autos Reporter Pras Subramanian to explain why this accomplishment was four years in the making for the car manufacturer.

Since June 2021, the S&P 500 has delivered a total return of 72%. But one standout stock has doubled the market - over the past five years, US Foods has surged 146% to $95 per share. Its momentum hasn’t stopped as it’s also gained 24.4% in the last six months, beating the S&P by 18.1%.

TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Applied Digital (NASDAQ:APLD) ranks #3 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $319,978,118 Applied Digital (NASDAQ:APLD) is an AI infrastructure company that builds and leases large-scale data centers to some of the biggest technology companies in […]

(Updates with index/price moves and geopolitical/company news from the first paragraph.) US equit

It might be a bit uncomfortable to buy anything in this alarming market environment. The long-term values are out there, though, if you look hard enough.

BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.

Novo Nordisk (CPSE:NOVO B) received UK approval for an oral version of Wegovy, the first authorized daily GLP-1 pill for weight management. The authorization covers obesity and overweight adults, offering an alternative to injectable GLP-1 therapies. The decision is expected to influence how obesity is treated in primary care and specialist settings across the UK. Retailers and consumer companies are already tracking GLP-1 use as they assess shifts in spending on food, fitness, and wellness...

Fox Corporation, ticker NasdaqGS:FOXA, has entered into a definitive agreement to acquire streaming platform Roku, Inc. The deal positions Fox to combine its content and advertising operations with Roku's connected TV ecosystem. The transaction follows a period where Fox shares closed at $49.8, with the stock down 23.3% over the past 30 days and 32.5% year to date. For investors watching Fox, this acquisition agreement with Roku sits against a mixed share price backdrop. NasdaqGS:FOXA is...

The “Dow curse” now favors Verizon over Alphabet.

Weighing a legacy automaker's cash flow against a luxury EV upstart's rapid growth, this analysis breaks down financials, risks, and market strategies.

Strategy Inc. (NASDAQ: $MSTR) is facing a sharper warning over the structure behind its Bitcoin (CRYPTO: $BTC) accu...

Foundry Could Strengthen Zeta's Enterprise Marketing Infrastructure

AI Memory Demand Looks Stronger Than Feared

Deal expands Firefly and Creative Cloud capabilities.

AI Memory Demand Could Make This Cycle More Durable