News
High-signal headlines only — macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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High-signal headlines only — macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
US benchmark equity indexes were higher intraday as oil prices fell after Defense Secretary Pete Heg
Few stocks have captured the Artificial Intelligence (AI) moment quite like Advanced Micro Devices. Advanced Micro Devices, Inc. (AMD) has climbed 59% year to date, and the one year return stands at 245%, according to Yahoo Finance. Those numbers reflect a market that has decided AMD is no longer a ...
Heavy activity on both call and put sides
RadixArk has launched with a $100m seed round backed by Advanced Micro Devices, aiming to broaden access to large scale AI infrastructure. The platform is built around SGLang and targets support for new AI model architectures and specialized hardware beyond traditional data center chips. AMD's role in the round highlights its interest in AI infrastructure and tools that sit on top of its silicon business. For investors tracking NasdaqGS:AMD around a $341.54 share price, most attention has...
While the bull thesis for Intel (INTC) centers on foundry ramp and 18A process leadership by 2H 2026, the stock's 5x run has priced in execution that hasn't materialized. At over 85x forward earnings against 10% expected growth over two years, investors are paying a premium multiple for a narrative, not fundamentals. The margin for error is razor-thin.
Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd
Micron stock gained on Wednesday amid booming demand for memory and storage.
Micron stock gained on Wednesday amid booming demand for memory and storage.
AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.
AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.
Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026
The S&P 500 (^GSPC) heads into Tuesday with momentum after a powerful rebound last month in which the broader markets advanced 9%. A pullback in crude oil and first-quarter earnings beats are driving today’s gains as the markets embrace a reprieve in the Mideast escalation. The S&P 500 (^GSPC) is capturing those tailwinds for gains ... S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief
NVIDIA's fiscal 2026 free cash flow hits $96.6B as AI demand surges. Will increasing AI inference spending and 75% gross margins push it even higher?
MU generates more cash as rising DRAM and NAND prices amid tight supply and high AI demand support healthier cash flows.
MU hits a 52-week high as AI/HPC memory demand surges. Strong quarterly results and a low P/E keep bulls buying.
8.30am: Oil prices ease, as Hegseth plays down Strait fighting Crude oil futures have eased further, as US defence officials struck a cautious tone on the Strait of Hormuz, saying Iranian actions remain below the threshold for a wider conflict, despite continued harassment of shipping. In...
News of the day for May 5, 2026
AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move
Alex Katouzian will oversee key client computing business
Zyphra targets growing inference demand
Ophthalmology biopharmaceutical company Ocular Therapeutix (NASDAQ:OCUL) missed Wall Street’s revenue expectations in Q1 CY2026, with sales flat year on year at $10.79 million. Its GAAP loss of $0.40 per share was 20.5% below analysts’ consensus estimates.
↘️ Palantir Technologies (PLTR): The data-analytics company’s stock slid more than 3% in premarket trading even though it posted record quarterly revenue and profit late on Monday. ↗️ Pinterest (PINS): Shares of the image-sharing company rallied 16% ahead of the opening bell after it posted double-digit sales growth and bullish second-quarter guidance.
Tech stocks are set for another round of gains even as tensions in the U.S. war with Iran continue to intensify.
