News

Mizuho raised its price target on Dell Technologies (NYSE:DELL) to $300 from $260, maintaining an Outperform rating and pointing to agentic AI workloads as a durable driver of server demand. The price target raise to $300 lands as part of a broader semiconductor and AI infrastructure estimate hike following the March quarter earnings season. For ... Mizuho Hikes Dell Price Target to $300 as Agentic AI Server Demand Powers the Bull Case

Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.

At the 2018 Chinese Grand Prix, Advanced Micro Devices, Inc. CEO Lisa Su found herself in an awkward viral moment during a live Formula One grid walk — years before her chip company's meteoric rise transformed it into a more...

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend

Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.

Investor optimism builds ahead of Nvidia's May 20 earnings report.

I bought more Advanced Micro Devices (NASDAQ:AMD) again last week, and I am not embarrassed to say it was my biggest single buy of the year. AMD is the position I keep funding because Lisa Su has quietly turned this company into the second pillar of the AI infrastructure buildout, and the receipts from May 5, ... This Stock Is My Biggest Bet For May

Quarterly filings reveal Nvidia's revenue base and profit margins far outpace AMD's, with both companies posting notable product launches in early 2026.

(Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip

AMD, Intel Set for Massive AI Server Boom, GF Securities Says

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab

Tech futures fell as oil prices topped $100 while South Korea news triggered losses in Q1 stocks. CPI inflation picked up.

Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

AMD's strong Q1 results and expanding AI portfolio are fueling optimism for further upside in AI servers and data centers.

Stocks are nearing the midday point of a massive second quarter. The rally is starting to look vulnerable.

Trump’s China summit threatens the AI boom, Ford gets into the energy storage business, Hims & Hers posts a surprise loss, and more news to start your day.

Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Yahoo Finance to explain where AMD (AMD) stands in relation to Nvidia (NVDA), and what to expect from Nvidia's upcoming earnings results.

Intel and other semiconductor companies were falling back on Tuesday morning after a Monday rally that sent multiple chip stocks to all-time highs. Intel was down 3% in premarket trading after having more than doubled in the past month through Monday’s close. Demand for artificial-intelligence infrastructure has boosted chip stocks across the board.

AMD just reported another outstanding quarter. Is this good or bad news for rival Intel?

Advanced Micro Devices (NasdaqGS:AMD) has announced major customer deals for its new MI450 AI chips with Meta Platforms and OpenAI. The company plans to ramp MI450 shipments into 2027 as part of these long-term agreements. The deals are focused on AMD's Data Center segment, with an emphasis on AI accelerator deployments. The agreements indicate committed demand from large AI customers for AMD's next-generation data center hardware. For you as an investor, this news sits at the intersection...

Tesla shares stayed active as investors reacted to a fresh Wall Street rating update.

Big tech firms are poised to extend their rally following a strong earnings season and continued momentum in artificial intelligence spending, according to Wedbush analysts, who pointed to accelerating enterprise adoption and sustained demand across chips, cloud infrastructure, software and...

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

GF Securities sees AMD, Intel and Qualcomm benefiting from rising AI server demand.

Cerebras Systems increased the size and expected price range of its initial public offering, which n

Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.

Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.

Shell and Toyota warn geopolitical risks remain elevated

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 7, 2026, Rackspace Technology and Advanced Micro Devices, Inc. (NASDAQ:AMD) announced the signing of a memorandum of understanding outlining a multiyear strategic partnership focused on building an Enterprise AI Cloud designed for regulated enterprises […]