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Nvidia stock was falling in premarket after breaking $200, with a new SpaceX-Anthropic deal offering a reminder of the importance of its chips.

Chipmaker's strong AI-driven growth and upbeat outlook push shares to a record high.

The AI boom is supposed to belong to GPUs.

Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close

May 7 (Reuters) - S&P 500 and Nasdaq futures hovered near all-time highs on Thursday as oil prices retreated further on hopes of a U.S.-Iran peace deal that could potentially normalize crude supplies

Shares in Arm fall after the British chip maker reports solid earnings but suggests it may not be able to meet surging demand.

The Morning Bull - US Market Morning Update Thursday, May, 7 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors balance cooler bond markets, cheaper oil, and fresh US jobs data. The US 10 year Treasury yield is holding near 4.35%, which means borrowing costs for mortgages and companies remain relatively elevated but are not climbing further for now. Hopes of a US Iran peace deal are pulling oil prices lower and easing some...

The stock market has soared to record highs in recent weeks, and one sector has been doing a lot of the work.

Investors may be wondering whether Advanced Micro Devices stock still offers value at current levels, or if the price already reflects the story they are buying into. The stock last closed at US$421.39, with returns of 18.9% over 7 days, 90.2% over 30 days, 88.6% year to date and 314.3% over 1 year. This naturally raises questions about what is already priced in. Recent headlines around Advanced Micro Devices have focused on its role in high performance semiconductors and its position in...

Shares in tech investor SoftBank Group jumped 18.4% in Tokyo today, marking their biggest gain since the pandemic. The move helped drive the Nikkei 225 5.6% higher to close at a record level. It came on the heels of a surge in optimism in chip stocks in the U.S., after shares in AMD and other chip makers rose following results late Tuesday.

AMD surged to a record high after Q1 revenue jumped 38%, free cash flow hit a quarterly record, and Q2 guidance topped estimates.

OpenAI's IPO is still months away, but its influence over artificial intelligence (AI) stocks is already taking shape.

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

By Rocky Swift and Junko Fujita TOKYO, May 7 (Reuters) - Japan's Nikkei share average shot to a record high on Thursday and the nation's bonds rallied as financial markets reopened after holidays,

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Advanced Micro Devices soared to a new all-time high on Wednesday, following the strong results of its earnings performance in the first quarter of the year, with profits nearly doubling, thanks to the rapidly growing artificial intelligence sector. […]

The Dow Jones Industrial Average finally joined the Nasdaq Composite and S&P 500 in exiting correction territory, but it ended the day just short of a major milestone. The Dow rose 612 points, or 1.2% after briefly crossing the symbolic 50,000 level. The S&P 500 ended up 1.5% while the Nasdaq jumped 2%.

Investors’ pursuit of the companies supplying key materials to the artificial intelligence build-out is powering an epic rally in shares of chip makers. The AI trade has boosted stocks’ record run, with the S&P 500 climbing 1.5% to new highs on Wednesday after signs of progress on a Middle East peace deal and strong earnings from Advanced Micro Devices It has also sparked volatility in markets, sending investors swinging between worries that AI won’t produce the expected blockbuster profits and fears it will disrupt entire industries. Corning is among the latest companies to reap a windfall from the ripple effects of the data center build-out.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

AI-fueled earnings from chipmakers and easing tensions in the Middle East helped power fresh U.S. stock records, today, May 6, 2026.

AMD’s data center revenue jumped 57%, giving investors hard evidence of demand for server CPUs and AI accelerators as the company guided for another strong quarter.

The Nasdaq Composite and the S&P 500 climbed to new peaks and oil prices tumbled on Wednesday follow

US equity indexes jumped while crude oil futures sank on Wednesday amid a growing likelihood of Iran

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

Sometimes the hardest part of investing isn't buying. It's not the patience asked of you before the market rewards your move. It’s not even what to invest in, as you may think. It's watching something you sold keep going up to the moon without you. And now you can only stay out and be a spectator. ...

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

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.

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

Advanced Micro Devices (AMD) is expected to capture about half of the total addressable market for s

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

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand