News

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single business segment that could make every other AI stock bet look overcrowded.

Broadcom's handful of core customers are now ordering compute far ahead of delivery because power and memory set the pace, which hands the company a forward view semiconductor companies rarely get.

AMD checks a lot of boxes.

IonQ's revenue has quintupled in six quarters, yet AMD still generates 160 times more — a gap that's narrowing fast.

Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.

News of the day for Aug. 4, 2026

Nvidia stock has lagged behind the PHLX Semiconductor Index, which is up 61% this year so far through Monday’s close.

Nvidia's revenue has nearly tripled in two years while AMD's growth has stalled, widening a gap that raises questions about competitive positioning.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come on Tuesday, August 4, including SpaceX's (SPCX) first-ever earnings report, while Advanced Micro Devices (AMD) also releases quarterly earnings, and fresh employment data comes out in the form of the Job Openings and Labor Turnover Survey (JOLTS).

(Bloomberg) -- Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advi

US equity futures were tracking in the green on Tuesday as traders await the latest batch of corpora

The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.

The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.

Wall Street futures pointed moderately higher pre-bell Tuesday after software giant Palantir Technol

Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.

Druckenmiller said he sees "massive disruption" ahead for the chip industry.

CTXAY, PICS, SLDE, AMD and RS have been added to the Zacks Rank #1 (Strong Buy) List on August 4th, 2026.

Retail traders remain wary. Sentiment on Stocktwits shows they remain ‘bearish’ on SPY and QQQ.

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.

Benchmark expects a “clean, essentially in-line quarter,” forecasting $11.28 billion in revenue and non-GAAP earnings of $1.63 per share.

Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.

International Brent crude futures fell 4.73% to end at $83.77 a barrel after Trump canceled plans to attack Iran.

US stocks (^DJI, ^IXIC, ^GSPC) surge ahead to close out the first trading day of August with daily gains, the Nasdaq Composite rising by 2.13%. Cboe senior vice president JJ Kinahan joins Josh Lipton to assess the day's rise in the tech sector as key chipmakers like AMD (AMD) prepare to release earnings this week. Kinahan is also Cboe's head of retail expansion and alternative investment products.

AMD stock gets a Wall Street vote of confidence

(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus

The sale was part of the $68.1 million in AMD share sales it reported in July.