News

Arm reversed its initial after-hours decline as AI demand outweighed expectations for weaker smartphone royalties.

Samsung's shares ended lower as investors questioned whether record memory margins and costly AI spending were sustainable.

One powers AI data centers with explosive growth but customer concentration risk; the other feeds defense spending with steady demand but negative cash flow.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at whether stock buybacks enacted by Big Tech names are starting to dry up as these companies begin to spend more on AI.

Amazon's forthcoming results will test whether accelerating AWS demand can justify its enormous artificial-intelligence infrastructure budget.

Intel shares soar as TSMC takes on its AI chip packaging technology

Microsoft's cloud growth and continued infrastructure expansion helped semiconductor stocks rebound from a five-session decline.

Starbucks raised its annual sales and earnings outlook after comparable growth and margins exceeded expectations.

The booming demand for server CPUs and AMD's solid market share suggest that this chip designer still has multibagger potential.

AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.

Oracle is riding a double wave today: a deeper Google partnership and Microsoft's blockbuster cloud earnings.

Microsoft and Meta just confirmed what AI infrastructure bulls wanted to hear: Demand for compute isn't cooling off.

Silicon Motion crushed earnings and opened up 34%. Then investors remembered the stock had already tripled this year.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Booking's 20% net margins and $9.1 billion free cash flow contrast sharply with Shopify's 30% revenue growth but higher valuation multiples.

IBM Takes Another Step in Quantum Computing

AST SpaceMobile burns cash to build satellites while Lockheed Martin generates billions, but one valuation gap hints at where growth investors should look.

VLO Q2 earnings surge on stronger refining margins and gains in renewable diesel and ethanol, which lift profits and cash flow.

Profitable stocks MU, NVIDIA and TD SYNNEX combine strong net income ratios with earnings growth. See why they stand out before August.

Broadcom and Eaton stand out as August picks, as July's selloff resets growth stock valuations while AI and infrastructure demand support the outlook for 2026.

Chip stocks have seen a strong run-up in today's tech-led rebound rally. The Philadelphia Semiconductor Index is up 7.5%, with names such as Sandisk, Micron, and AMD among the S&P 500's best performers.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

TeraWulf surges after securing massive 20-year Anthropic contract

Beaten-down Oracle stock got a big lift Thursday following news that it will expand a partnership with Google parent Alphabet. Strong results from enterprise tech rival Microsoft are also likely providing a boost. An expanded partnership will bring Google's Gemini models to Oracle's portfolio of enterprise applications, the companies announced in a joint press release.

Coinbase (COIN) stock enters Q2 earnings after Citi cut its target 41%. See what analysts expect and how traders are positioned.

Microsoft is on course to add nearly $500 billion in market cap today after a 17% stock surge that would be its sharpest gain since 2008. In afternoon trading, the tech giant had added $484 billion in market cap, which would be the largest one-day gain in market value for any U.S. company on record, according to Dow Jones Market Data. The record is currently held by Nvidia, which added $440 billion in market cap on April 9, 2025.

Just because the company hasn't reported any news doesn't mean a catalyst to drive its stock higher doesn't exist.

TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.

Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.

Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.