Zacks92d agoneutral
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Bloomberg92d agoneutral
TSMC’s Sales Grow Slowest in Months Even as AI Buildout Persists(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope
TheStreet92d agoneutral
Bernstein sets eye-popping AMD stock price target after earningsAMD just posted its strongest quarter as an AI company. The stock surged nearly 18% on the day. And one analyst responded by nearly doubling his price target. The move from Bernstein is not a routine post-earnings trim. It is a fundamental reassessment of what AMD is worth and where it is heading. ...
Simply Wall St.92d agoneutral
A Look At Rackspace Technology (RXT) Valuation As AI Pivot And Q1 2026 Profit Draw Market AttentionRackspace Technology (RXT) is back in focus after returning to profitability in Q1 2026 with US$8.3 million net income and signing a Memorandum of Understanding with AMD to develop governed enterprise AI cloud infrastructure. See our latest analysis for Rackspace Technology. The recent Q1 2026 profit and the AMD AI cloud MoU have coincided with a sharp re-rating, with a 30-day share price return of 290.85% and a 1-year total shareholder return of 144.44%, although the 5-year total shareholder...
Reuters Videos93d agoneutralVIDEO
Wall Street ends lower as chip stocks give up gains<body><p>STORY: U.S. stocks ended lower on Thursday, with the Dow dropping nearly two-thirds of a percent, the S&P 500 shedding more than one-third of a percent and the Nasdaq dipping marginally.</p><p>Uncertainty around peace talks between the U.S. and Iran weighed on the market, with Iran reviewing a proposal that would stop fighting but leave the most contentious issues unresolved.</p><p>Meanwhile, market-leading chip stocks retreated after their recent rally.</p><p>:: Arm Holdings</p><p> Archive</p><p>U.S.-listed shares of Arm Holdings tumbled 10% as worries about the company's ability to secure sufficient supplies for its new AI chip overshadowed a strong earnings forecast.</p><p>Intel and Advanced Micro Devices also declined, giving back some of their gains from earlier this week.</p><p>Keith Buchanan, senior portfolio manager at Globalt Investments, said he'd now like to see a broadening of market gains beyond chip makers and other AI-linked companies.</p><p>"Leadership has become narrow again. And that's something that concerns us from our framework, is we don't feel like a participation has been what it needs to be to continue to power this bull market forward beyond the point where we are now. So earnings season is really important. We're right in the middle of it right now. So that will give us a little more clarity as to the storylines and, frankly, the momentum that we feel like has to start to spread away from where it's been concentrated over the past week and a half."</p><p>:: CoreWeave</p><p>Other stock moves on Thursday included cloud provider CoreWeave, which closed down more than 6% but gained in extended trading after beating analysts' estimates for quarterly revenue. The company reported strong demand for its high-performance computing services used to train and deploy AI models.</p><p>Shares of Datadog soared 31% after the cloud-monitoring company raised its full-year earnings forecast. Cybersecurity companies CrowdStrike jumped 8% and Palo Alto Networks added 7%.</p><p>Elsewhere in the market, shares of Whirlpool slumped nearly 12% after the home-appliance maker missed first-quarter sales estimates and suspended its dividend.</p><p>Investors now turn their attention to Friday's nonfarm payrolls report, which is expected to show continued labor market resilience.</p></body>
TheStreet93d agoneutral
Jim Cramer reveals one stunning thing AMD, Samsung have in commonThe biggest moves in the market rarely come dressed as breaking news. They arrive as offhand comments from people paid to notice things the rest of us missed. By the time the press release hits the tape, the money has usually already moved. That has been the pattern of the artificial intelligence ...
Insider Monkey93d agoneutral
Advanced Micro Devices, Inc. (AMD): Gap with NVIDIA Widening?We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 6th on this list. Advanced Micro Devices, Inc. (NASDAQ:AMD) is the biggest competitor of NVIDIA in the AI and GPU universe. However, Instagram influencers have highlighted the […]
Zacks93d agoneutral
Top Stock Reports for Apple, AMD & ChevronApple's iPhone 17 demand and record Services revenue highlight growth drivers as AMD and Chevron benefit from AI and energy momentum.
TheStreet93d agobullish
Cathie Wood buys $32M of e-commerce goliath after strong earningsCathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...
24/7 Wall St.93d agoneutral
EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor DominanceTaiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
Motley Fool93d agoneutral
Why Advanced Micro Devices Stock Popped This WeekThe semiconductor and AI stock reported strong earnings for the first quarter.
TheStreet93d agobearish
Goldman Sachs sets jaw-dropping AMD stock price target after earningsGoldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...
24/7 Wall St.93d agobullish
Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond SmartphonesShares of Qualcomm (NASDAQ:QCOM) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one of the sharpest re-rating runs in the chip group this spring. QCOM stock is now up 61% over the past month. The catalyst stack is unusually broad: ... Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones
BeInCrypto93d agobullish
AMD Stock Eyes $600 Breakout as Crypto Joins Wall Street’s Agentic AI RallyAMD stock charts flash breakout potential as Q1 earnings reset the CPU TAM forecast and on-chain AI compute mirrors Wall Street's repricing.
Motley Fool93d agobullish
Stock Market Today, May 7: Rally Slows at Midday as Investors Watch Iran DevelopmentsArm Holdings tumbled on demand concerns, and markets await progress on reopening the Strait of Hormuz, today, May 7, 2026.
Motley Fool93d agoneutral
Why Arm Holdings Stock Was Sliding TodayArm reported strong results, but investors were more concerned about a supply chain issue.
Trefis93d agobullish
Get Paid 10% To Buy NVDA At A 30% Discount, Here's HowAt about $207.83 a share, Nvidia (NVDA) is trading near its 52-week high.
Zacks93d agobullish
MRVL Climbs 50% in a Month: Time to Buy, Sell or Hold the Stock?Marvell Technology's AI-driven data center growth and NVIDIA tie-up are fueling gains, but rich valuation and competition may limit upside for MRVL.
Barrons.com93d agoneutral
How Peloton Explains the AI Boom and Why It Will End BadlyLessons from its decline could be useful for those looking at the extraordinary tech sector gains of the past six weeks.
Benzinga93d agoneutral
Lisa Su Says AMD Has Secured Critical AI Memory Supply, But Rising Prices Threaten PC And Gaming DemandOn Tuesday, Advanced Micro Devices, Inc. said it has locked in enough memory supply to support its rapidly expanding AI ambitions, even as rising memory costs could pressure consumer demand across PCs and gaming later this year. AMD Secures Memory Supply To Support AI Data Center Demand During AMD's first-quarter 2026 earnings call, CEO Lisa Su said the company's partnerships with major memory suppliers have positioned it well despite an increasingly constrained market. "We have secured enough s
24/7 Wall St.93d agoneutral
Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI AdvantageOn a recent Prof G Markets segment titled How China Wins The AI War, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang delivered a blunt assessment of the competitive threat from China’s Huawei. “The day that Deepseek comes out on Huawei first, that is a horrible outcome for our nation,” he said, adding that, “AI models around ... Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage
Yahoo Finance Video93d agobullishVIDEO
Tech-led stealth rally pushes markets to record highsU.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).
24/7 Wall St.93d agoneutral
Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls BackThe Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much of the load: the Philadelphia Semiconductor Index (^SOX) has surged around 60% year-to-date. Right now the stars are aligning: cooling oil prices, a ... Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back
InvestorsHub93d agoneutral
Rackspace and AMD partner on AI infrastructure for regulated industriesRackspace Technology (NASDAQ:RXT) and AMD (NASDAQ:AMD) announced a multiyear strategic collaboration focused on developing enterprise artificial intelligence infrastructure tailored for regulated sectors. The companies said they signed a memorandum of understanding to pursue the creation of an Enterprise AI Cloud designed for organizations that require strong security, governance, and accountability standards.
Zacks93d agoneutral
Stock Market News for May 7, 2026U.S. stocks ended sharply higher on Wednesday, with the S&P 500 closing above the 7,300 mark for the first time, on hopes that the United States and Iran could reach a peace deal soon and robust earnings reports from a fresh batch of companies.
24/7 Wall St.93d agobearish
S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to OptimismThe S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back in control, citing a roughly 15% rally off the March low as AI earnings, easing Iran tensions, and softer crude combine to push ... S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism
MT Newswires93d agoneutral
Sector Update: Tech Stocks Gain Pre-Bell ThursdayTechnology stocks were higher pre-bell Thursday, with the State Street Technology Select Sector SPDR