Michael Reinking, NYSE Senior Market Strategist, recaps a volatile week as rising yields and shifting Iran headlines pressured markets. Despite late-week weakness, the S&P 500 remains near highs, with its winning streak still in question. Mega-cap tech leadership showed cracks, even as strong earnings—particularly from Nvidia—highlight continued AI-driven growth. Retail results were solid overall, though companies flagged pressure on lower-income consumers from inflation and higher gas prices. Focus now shifts to geopolitical developments, yields, and upcoming inflation data as markets head into the holiday weekend.
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SpaceX is targeting as much as $2 trillion in its IPO.
Advanced Micro Devices CEO Lisa Su said on Friday in Taipei that the company was asking its partners to ramp up production given strong demand for AI. AMD is a major customer of TSMC, the world's largest contract chipmaker. (Reporting by Wen-Yee Lee; Writing by Ben Blanchard; Editing by Jacqueline Wong)
The chipmaker's record quarter came with a historic capital return -- and the underlying business is moving even faster.
NVIDIA recently posted its latest set of quarterly results, wrapping up the reporting period for the broader Mag 7 group as a whole.
Nvidia (NVDA) started as a video game chipmaker. It invented the term Graphics Processing Unit (GPU). Used the crypto boom to its advantage. And it is now the king of AI, thanks to its CUDA software moat. The stock is down 2.34% at $218.23 at the time of writing, Thursday morning, May 21, according ...
By Jamie McGeever ORLANDO, Florida, May 21 (Reuters) - U.S. stocks ended a choppy session on Thursday in the green, lifted by optimism that a U.S.-Iran peace deal is close at hand, while investors
I think NVIDIA (NVDA) is a good buy today. The company posted solid beats on the top and bottom line and maintained strong profit margins. Their forecast for growth exceeded estimates. They raised their dividend and announced an $80 billion share buyback program. As we've seen in the ...

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US stocks (^DJI, ^IXIC, ^GSPC) — namely the Dow Jones Industrial Average — are gaining back some ground ahead of Thursday's close as investors continue to digest Nvidia's (NVDA) first quarter earnings. The AI chip stock's movement has largely been muted despite the company boasting record quarterly revenue ($81.62 billion). Gradient Investments senior portfolio manager Keith Gangl weighs in on how investors are viewing Nvidia's results through the broader lens of geopolitical pressures stemming from the US-Iran war. Catch up on the top moments from Nvidia's earnings call, as well as what Nvidia CFO Colette Kress told Yahoo Finance about the company's CPU sales forecasts.
Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, Amkor said on Thursday. Earlier this week, Amkor said it had secured 67 additional acres of land in Arizona next to a 104-acre parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and those packaging steps have become a key bottleneck in chip production.
Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...
Kevin Warsh takes over as Fed Chair on Friday, May 22, inheriting an inflation problem that none of his predecessors faced. For four decades, falling semiconductor prices quietly held down U.S. inflation. That tailwind has reversed, and the AI infrastructure boom is the reason. Headline Personal Consumption Expenditures (PCE) inflation ran at 4% in March, ... Fed Chair Kevin Warsh Has a New Inflation Nightmare: AI Is Skyrocketing Prices
Moby summary of Ralph Lauren Corporation's Q4 2026 earnings call
Japan's Kawasaki Heavy Industries will partner with Nvidia to develop solutions integrating robotics with physical artificial intelligence, and will set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will initially focus on medical and mobility fields, with Nvidia's simulation technology to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal mobility robot under development, Nikkei added. As part of the effort, Kawasaki Heavy Industries will open the joint development center in San Jose, California.
Nvidia (NVDA) remains well positioned for continued earnings growth despite investor concerns about

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

Despite beating first quarter earnings estimates, Nvidia's (NVDA) stock reaction has been largely muted as the AI chipmaker's results evidently failed to wow investors. The company's guidance also beat forecasts while it announced an $80 billion share buyback program. Freedom Capital Markets managing director Paul Meeks joins Yahoo Finance Executive Editor Brian Sozzi's panel to discuss whether he believes Nvidia is showing signs of slowing down in the AI race.
The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) keeps rising more and more, no matter how “bad” the news gets. Since Election Day 2024, the index is up 30%, a run that has absorbed a shooting war with Iran, a tariff regime that rewrites itself by tweet, and an inflation print that refuses to behave. The ... The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging
Competition is growing, but the AI chip maker’s sluggish stock doesn’t give enough credit for its strong position.
By Alexandra Alper and Stephen Nellis WASHINGTON, May 21 (Reuters) - The Trump administration on Thursday plans to launch a new program to entice foreign firms to buy U.S.
In a blockbuster deal, NextEra Energy will acquire Dominion for nearly $67 billion.
SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
Wednesday brought a bevy of tech news, from the posting of SpaceX's IPO filing to updates on Nvidia, Anthropic and OpenAI. For the rest of the week, focus turns to the American consumer with Walmart earnings and Friday's swearing in of Kevin Warsh as the new Federal Reserve chair.
NVIDIA Corp (NVDA) reports an impressive 85% year-over-year revenue growth, driven by data center demand and strategic market expansions.
May 21 (Reuters) - Indian shares are set to open higher on Thursday, supported by a sharp drop in oil prices as investors assessed signs that the U.S. may be nearing a deal with Iran to end the Middle
(Bloomberg) -- The US and Iran traded threats of escalation on Wednesday as the weeks-long standoff in the Middle East dragged on without resolution. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksSpaceX Filing Reveals $4.28 Billion Loss, Musk’s Tight GripHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersPresident Donald Trump