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It was generally a good day for tech hardware companies.

Nvidia stock fell late despite strong earnings. Elon Musk's SpaceX released its filing for a mammoth IP. Stocks rallied Wednesday as oil prices dived on Iran hopes.

Today, May 20, 2026, falling oil prices boosted stocks as traders braced for Nvidia’s post-close report.

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.

Nvidia reported an earnings and revenue beat on Wednesday, but the stock was still in negative territory heading into the company's conference call with investors, which is scheduled to start at 5 p.m.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

AMD (NasdaqGS:AMD) introduced Instinct MI350P PCIe GPUs, aimed at generative and agentic AI workloads in enterprise data centers. The GPUs are designed for air cooled, PCIe based servers to fit into existing data center infrastructure. Dell Technologies plans to begin initial deployments of the MI350P PCIe GPUs in its PowerEdge platforms starting July 2026. For investors watching AMD (NasdaqGS:AMD), the Instinct MI350P PCIe launch adds another piece to the company’s wider AI data center...

Cathie Wood built much of ARK's 2026 comeback on semiconductors. Now she keeps selling them. On Monday, May 18, her ARK Invest funds sold more than $28 million of Advanced Micro Devices (AMD) and Taiwan Semiconductor stock (TSM), two names that still rank among the top holdings in her flagship ...

Nvidia has dominated the AI chip space since the start of the AI boom.

Micron, Nvidia and AMD gained as investors weighed possible memory market disruption

Chip Stocks Rally After Samsung Labor Talks Collapse

AMD's stock is on fire, but it may be getting too expensive.

Nvidia’s latest quarterly sales are projected to rise 79%. Investors have grown complacent about the growth.

The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 8% in midday trading on Wednesday, leading the large-cap chip complex. The stock is bouncing off a soft week, with AMD shares having pulled back 8% over the prior five sessions before today’s surge. Intel (NASDAQ:INTC) is also higher, up 6.5% intraday after reports of talks to ... AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

Marvell Technology's AI backlog, hyperscaler demand and custom silicon growth are driving forecasts for nearly $11 billion in fiscal 2027 revenues.

Nvidia earnings tend to impact other chip stocks, and this time likely won't be any different. Expectations are incredibly high following several years of massive gains for Nvidia stock. "For NVDA, the focus is typically not whether it beats expectations, but by how much, given it has topped both revenue and earnings estimates for 13 consecutive quarters," Adam Turnquist, chief technical strategist for LPL Financial, wrote on Wednesday.

Meeting comes as chip trade tensions remain in focus

AMD and Nvidia are two of the hottest stocks on Wall Street.

Shares of Intel (NASDAQ:INTC) are up 5% in early trading Wednesday, changing hands near $116.20 after closing Tuesday at $110.80. The catalyst is a late Tuesday report that Intel is in talks to acquire AI chip startup Tenstorrent. The move extends what has already been one of the most powerful large-cap rallies of the year. ... Intel Is Up 5% Today: Here’s Why

US equity futures were edging higher pre-bell Wednesday as traders anticipated Nvidia's (NVDA) fisca

Chip stocks bounce ahead of Nvidia eaernings.

US stock futures were edging higher on Wednesday ahead of a busier day of economic and corporate news, with investors awaiting Nvidia’s latest earnings as a key test for the AI trends that have driven the wider market. Nasdaq futures climbed 0.6%, with those for the S&P 500 up 0.3% and...

Arteris, Inc. has announced that its semiconductor technology has been adopted by Li Auto for their intelligent vehicles, specifically incorporating the technology into the company's autonomous driving systems-on-chip (SoCs) in the new L9 Livis high-tech SUV. This deployment marks a significant step in the integration of AI capabilities within the automotive sector, supporting Li Auto's high-performance computing needs while meeting energy efficiency and safety requirements. Arteris FlexNoC...

Investing.com -- Bank of America (BofA) has raised its outlook for the server CPU market, projecting it to grow from roughly $43 billion in 2026 to $125 billion by 2030, up from a prior estimate of $110 billion, a compound annual growth rate (CAGR) of 31%, driven by the rising role of processors in agentic AI workloads.

With a 5-year average revenue growth rate of 32.68%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 11 Best Long Term US Stocks to Buy Right Now. On May 19, Evercore ISI raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $579 from $358. It reiterated an Outperform rating on the shares. After completing […]

Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

(Corrects paragraph 10 to say BoE kept interest rates on hold at its last meeting) A look at the day ahead in European and global markets from Kevin Buckland As if markets haven't been volatile enough