News — AI supercycle headlines

Motley Fool9d agobullish

Safer Dividend King to Buy Now: AbbVie or Johnson & Johnson?

They have combined for 118 years of consecutive dividend increases.

Bloomberg9d agobullish

Meta-Backed Scale AI Wins $500 Million Defense Department Deal

(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll

Motley Fool9d agobullish

Why Walt Disney Stock Jumped 8.6% Today

Disney's new CEO just delivered a blowout quarter. Is the classic entertainment stock finally a buy?

DIS

MT Newswires9d agobullish

US Equity Markets End Higher as Nasdaq, S&P 500 Hit Records After Reports on US-Iran Peace Deal, Upbeat AMD Results

US equity indexes ended higher on Wednesday, with the S&P 500 and the Nasdaq Composite reaching new

AMD ANET ^DJI ^IXIC

Motley Fool9d agobullish

Disney's New CEO, Josh D'Amaro, Kicks Off His Tenure With a Bang, as Streaming Profits Soar

The House of Mouse gave shareholders some of the magic the stock has been lacking.

DIS

Reuters Videos9d agobullishVIDEO

'Insane' surge in chip stocks will help boost entire economy, CIO says

<body>STORY: Advanced Micro Devices' shares jumped to an all-time high on Wednesday as its strong outlook boosted investor confidence about sustained demand for AI infrastructure, sparking a rally across global semiconductor stocks."Whether it's AMD, Nvidia, Intel, you name it, Taiwan Semiconductor, across the board, all of these names have tons of demand," Weinand said.And with first-quarter earnings as a whole showing "margin growth, bottom line growth [and top line growth, I don't know where this train's really going to end," he added.</body>

TSM

Reuters9d agobullish

Arm stock slides as chip supply worries overshadow upbeat AI-fueled revenue forecast

Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher adoption of its chip technology as tech companies spend heavily on artificial intelligence compute. Arm shares jumped 12% in after-hours trading, but reversed course ‌to drop 5.49% after executives told analysts on a conference call that they have not yet secured supplies to meet ‌the demand for a new chip and after analysts probed about the costs of getting into the business of making its own chips. The company expects quarterly revenue of $1.26 billion, compared with analysts' estimates of $1.25 billion, according to data compiled by LSEG.

AAPL

Yahoo Finance Video9d agobullishVIDEO

AMD stock surges as the chipmaker forecasts continued AI growth

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

AMD AMZN GOOGL INTC NVDA QCOM

MT Newswires9d agobullish

US Equity Indexes Jump as Iran Peace Deal Hopes Increase, AMD's Q1 Results Trigger Rally in Chipmakers

US equity indexes jumped ahead of Wednesday's close, with the S&P 500 and the Nasdaq Composite break

AMD ^DJI ^GSPC ^IXIC

Motley Fool9d agobullish

2 Growth Stocks Down 50% to Buy Right Now

Sometimes the best buying opportunities don't announce themselves. They show up dressed as a near-term disaster.

DECK INTC NVDA

Motley Fool9d agobullish

Is Alphabet the Best Cloud Stock to Buy Now? This 1 Metric Says So

It seems Alphabet can do no wrong right now.

AMZN GOOGL INTC MSFT NVDA

Yahoo Finance Video9d agobullishVIDEO

Samsung market cap crosses $1 trillion amid memory chip rally

Samsung Electronics (005930.KS, SMSN.IL) reached a $1 trillion market cap on Wednesday as the memory chip shortage drives the hardware manufacturer — and other memory chip developers — even higher. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to discuss the rally occurring in the memory chip landscape.

AAPL BBY MU SNDK SSNLF

Motley Fool9d agobullish

S&P 500 and Nasdaq-100 Surge: AMD Earnings Steal the Show at Midday

Chip stocks are having a moment, and AMD is leading the charge. Oil prices are tanking, too. Here's what you need to know.

AMD CAT INTC ^DJI ^GSPC

Motley Fool9d agobullish

Is a Beyond Meat Stock Buying Frenzy on the Horizon? Here's What Investors Need to Know About the Meme Stock in 2026.

Beyond Meat saw a massive price advance in late 2025, reminiscent of the earlier meme stock frenzy.

BYND

Simply Wall St.9d agobullish

What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders

In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...

AAPL INTC SSNLF TSM

Simply Wall St.9d agobullish

Is It Too Late To Consider Vistra (VST) After Its Multi Year Surge In Returns

If you are wondering whether Vistra at around US$160 per share still offers value, it helps to step back from the headline price and look closely at what that figure might actually represent. The stock has seen mixed recent returns, with a 0.5% decline over the last 7 days, a 6.1% gain over 30 days, an 11.3% return over 1 year and a very large 3 year and 5 year return, which may have changed how the market views its potential and risk. Recent coverage has focused on Vistra as a key player in...

VST

24/7 Wall St.9d agobullish

71% of Stocks Fail to Beat the Market. Here’s How to Find the 4% That Create Real Wealth

The math behind long-term stock picking is brutal. 71% of individual stocks fail to match the market return over rolling 10-year periods, and per Hendrik Bessembinder’s research at Arizona State University, only 4% of companies from 1926 to 2018 actually created net wealth relative to T-bills. Everything else, in aggregate, was a wash or worse. ... 71% of Stocks Fail to Beat the Market. Here’s How to Find the 4% That Create Real Wealth

SPY

Zacks9d agobullish

CYTK Q1 Earnings Match Estimates, Revenues Beat on Myqorzo Launch

Cytokinetics posts Q1 loss as Myqorzo launch lifts revenues to $19.4M, signaling commercial shift amid rising SG&A tied to rollout and expansion.

BMY

Motley Fool9d agobullish

Why SSR Mining Stock Surged 20% Today

The gold stock is shining bright after reporting a massive earnings jump and a $1.5 billion strategic move.

INTC SSRM

Motley Fool9d agobullish

The Smartest Vanguard ETF to Buy With $1,000 Right Now

Tech has turned into an equity market leader once again. That gives a unique advantage to a particular Vanguard ETF.

VIG

Zacks9d agobullish

Buy the Spike in AMD stock After Strong Q1 Results & Bullish Guidance?

Investors applauded AMD's strong Q1 report yesterday evening, with shares spiking over 20% in Wednesday morning's trading session to a new all-time high of $430.

AVGO

Barchart9d agobullish

You Must Decide for Yourself If Super Micro Computer Stock Is Toxic or a Tantalizing Buy Here as Legal Drama Swirls

Super Micro represents a cheap entry point into the AI revolution as a high-risk, high-reward play. You’re either buying a future titan at a fire-sale price, or boarding a ship that’s already being dismantled by lawyers.

SMCI

Motley Fool9d agobullish

The Smartest Stocks to Buy With $1,000 in May

Amazon and Apple are two great stocks to buy this month.

AAPL AMZN

Yahoo Finance9d agobullish

McDonald's beats Q1 earnings estimates despite challenging environment with value meals and new menu items

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

MCD

Yahoo Finance9d agobullish

McDonald's beats Q1 earnings estimates despite 'challenging environment' with value meals and viral burger launch

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

MCD ^GSPC

Insider Monkey9d agobullish

Analyst Raises Merck (MRK) Price Target by $1 After Beating Q1 Estimates

With an upside potential of 21.26% as of May 3, Merck & Co., Inc. (NYSE:MRK) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Merck & Co., Inc. (NYSE:MRK) is a global health care company working to deliver innovative health solutions through our medicines, vaccines, biologic therapies, and animal health products. […]

MRK

Reuters Videos9d agobullishVIDEO

Disney earnings beat estimates as new CEO outlines growth strategy

<body>STORY: Walt Disney is kicking off a new era, and Wall Street liked what it heard.Shares surged as much as 8.5% in Wednesday trading after the company reported quarterly results that topped analysts' expectations.:; DisneyIt was also the first earnings call for new Disney CEO Josh D'Amaro, who took over from longtime chief executive Bob Iger in mid-March.D'Amaro used the moment to lay out his vision for the company, vowing to stay focused on creative excellence, grow Disney's streaming business, and keep investing in theme parks and cruise lines.At its entertainment division, operating income jumped 6% for the quarter, boosted by higher subscription and ad revenue from streaming services including Disney+. :; DisneyTheme parks told a more mixed story. Guests who did visit spent more — but overall attendance was down, partly due to fewer international tourists. Disney noted that it is "not immune" from the impacts of rising gas prices — and that a further increase could lead to more changes in consumer behavior.Meanwhile, the company's sports division, home of ESPN, faced pressure from rising programming costs. But executives pushed back on any notion that ESPN is fading — calling it the world's biggest sports media brand and an "important contributor" to the company's portfolio.:: Particle6ArchiveD'Amaro also addressed AI, saying it presented "meaningful long-term opportunities," including the potential to make production more efficient, but that human creativity would remain at Disney's core.</body>

DIS

Insider Monkey9d agobullish

Is Spotify Technology (SPOT) One of the Best Fortune 500 Stocks to Buy According to Analysts?

With an upside potential of 33.63% as of May 3, Spotify Technology S.A. (NYSE:SPOT) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Spotify Technology S.A. (NYSE:SPOT) is the world’s most popular audio streaming subscription service with 751 million users, including 290 million subscribers, in 184 markets. On April 30, UBS […]

SPOT

Insider Monkey9d agobullish

Meta Platforms (META) – Among the 10 Best Fortune 500 Stocks to Buy According to Analysts

With an upside potential of 35.52% as of May 3, Meta Platforms, Inc. (NASDAQ:META) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality […]