News

AVGO's AI-driven semiconductor growth surges in Q1, with AI revenues more than doubling as hyperscale demand powers stronger Q2 forecasts.

Momentum in the CPU market continues.

Su confirmed that CPU supply is currently constrained, as no one in the chip industry had foreseen such a surge in demand.

Earlier this week, Nutanix completed the issuance and sale of over 4.1 million shares to AMD under a stock purchase agreement, raising about US$150,000,000 in gross proceeds while analysts projected quarterly earnings of US$0.35 per share on US$686.02 million of revenue. This capital raise, paired with a cautious near-term outlook and macro-spending concerns, has heightened focus on potential dilution versus the company’s ongoing growth in support, maintenance, and subscription...

What if the best semiconductor investment isn't an AI darling? This boring tech stock has compounded at 17% annually for 10 years.

Cerebras stock soared out of the gate following its May 14 IPO, but how much of the AI processor market could its wafer-scale engines actually take?

Marvell Technology heads into Q1 earnings results with AI-driven data center demand, booming custom silicon growth and rising competition in focus.

Between Nvidia (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), which chip stock stands out among the rest? Yahoo Finance Executive Editor Brian Sozzi is joined by Markets and Data Editor Jared Blikre, Senior Business Reporter Ines Ferré, and Portfolio Wealth Advisors president and CIO Lee Munson to share their thoughts on these leaders within the AI chip space.

The chipmaker's data center revenue surged 57% year over year, driving the latest leg of a remarkable rally.

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]

Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.

Seaport Research Partners upgrades shares of Texas Instruments to Buy from Neutral and sets a price target of $400.

Laffer Tengler Investments CEO and CIO Nancy Tengler joins Yahoo Finance to explain why she's bullish on DR Horton (DHI) and Home Depot. (HD)

AMD Doubles Down on AI Infrastructure With $10B Investment

Lisa Su says stronger demand is tightening the global CPU market.

Stock Market Today: The Dow Jones index rose Friday ahead of a key inflation survey. AMD stock rallied near record highs.

Micron Technology, Inc. (NASDAQ:MU) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 18, Melius Research raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) from $700 to $1,100 and maintained a Buy rating. ​The firm noted that they remain optimistic regarding their long-term conviction in memory chips and […]

Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company.

Advanced Micro Devices, Inc. (AMD) has initiated a significant production ramp of its 6th Generation EPYC processors, codenamed "Venice," utilizing TSMC’s cutting-edge 2nm process technology. This development is marked as a critical milestone, signifying the first high-performance computing product to enter production using this advanced technology. The collaboration between AMD and TSMC is set to bolster the next generation of AI infrastructure, as the demand for accelerated AI workloads...

Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.

Investors continued to bet on AI infrastructure growth despite recent market volatility.

3M (NYSE:MMM) has joined a multi source agreement with major technology companies to standardize expanded beam optical connectivity for AI infrastructure. The alliance includes firms such as AMD, Cisco, Meta, and Oracle, and targets open, interoperable specifications for hyperscale data centers. The agreement focuses on accelerating deployment of next generation optical interconnects that support robust, scalable AI systems. For investors watching NYSE:MMM, this move comes with the stock...

A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings.

↗️↘️Estee Lauder (EL): The U.S. cosmetics giant and Spanish beauty group Puig (ES:PUIG) said they have terminated discussions of a potential business combination, ending speculation that the two could create one of the world’s largest beauty companies.

Rising AI demand pushes AMD to secure more Taiwan supply.

Data from Stocktwits shows that retail sentiment remained ‘extremely bullish’ on SPY and QQQ.

AMD CEO Lisa Su said that the company is working with its vendors in Taiwan to ramp up production amid a stronger-than-expected demand for CPUs.

Is it too late to jump on the bandwagon?

Check out the companies making headlines yesterday:

OpenAI will soon file confidentially to go public. Here's what it means for investors.