MU generates more cash as rising DRAM and NAND prices amid tight supply and high AI demand support healthier cash flows.
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MU hits a 52-week high as AI/HPC memory demand surges. Strong quarterly results and a low P/E keep bulls buying.
8.30am: Oil prices ease, as Hegseth plays down Strait fighting Crude oil futures have eased further, as US defence officials struck a cautious tone on the Strait of Hormuz, saying Iranian actions remain below the threshold for a wider conflict, despite continued harassment of shipping. In...
News of the day for May 5, 2026
AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move
Alex Katouzian will oversee key client computing business
Zyphra targets growing inference demand
Ophthalmology biopharmaceutical company Ocular Therapeutix (NASDAQ:OCUL) missed Wall Street’s revenue expectations in Q1 CY2026, with sales flat year on year at $10.79 million. Its GAAP loss of $0.40 per share was 20.5% below analysts’ consensus estimates.
↘️ Palantir Technologies (PLTR): The data-analytics company’s stock slid more than 3% in premarket trading even though it posted record quarterly revenue and profit late on Monday. ↗️ Pinterest (PINS): Shares of the image-sharing company rallied 16% ahead of the opening bell after it posted double-digit sales growth and bullish second-quarter guidance.
Tech stocks are set for another round of gains even as tensions in the U.S. war with Iran continue to intensify.
Stock futures were rising Tuesday as investors shrugged off a flare-up of tensions in the Middle East. Palantir Technologies slid 3.3% even as the data-wrangling software developer’s first-quarter earnings topped Wall Street’s expectations on all key metrics. Because it trades at such a lofty valuation, with the stock fetching 97 times expected earnings per share for the next 12 months, Palantir gets judged not on whether it beats expectations but how much it beats estimates.
Futures tied to major U. S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz.
Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.
The iPhone maker's exploratory discussions are less about finding a better manufacturer than about ensuring it never again loses iPhone revenue to a single point of failure When Apple Inc (NASDAQ:AAPL, XETRA:APC) executives fly to Texas to tour a Samsung fabrication plant and hold separate...
Moby summary of Adeia Inc.'s Q1 2026 earnings call
The markets got an unwelcome reminder today that the war in Iran isn’t over, clouding a picture that’s recently been dominated by sunny earnings reports. On Monday, the Dow Jones Industrial Average lost 557 points, or 1.1%, while the S&P 500 declined 0.4% and the Nasdaq Composite slipped 0.2%; the latter two had closed out last week at fresh highs. The war in the Middle East, which Wall Street had all but ignored in recent weeks, flared back into view on Monday.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, May 5, including earnings results from Advanced Micro Devices (AMD), Pfizer (PFE), and Anheuser-Busch Inbev (BUD); fresh labor data in the form of the latest Job Openings and Labor Turnover Survey (JOLTS) report; and commentary from Federal Reserve Vice Chair for Supervision Michelle Bowman and Governor Michael Barr.
Intel’s new client-computing leadership adds focus to its push beyond traditional PCs, with upcoming results needing clearer evidence that AI PC demand and data center CPU sales can support the stock’s post-rally valuation.
Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company
May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit.
AMD reported its first quarter earnings on Tuesday.
AMD reported its first quarter earnings on Tuesday.
AMD will report its first quarter earnings after the bell Tuesdayl
Computer processor maker AMD (NASDAQ:AMD) will be reporting earnings this Tuesday afternoon. Here’s what to look for.
Arm Holdings plc (NASDAQ:ARM) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called it a “real good one,” as he commented: Hey, after the close, we got a real good one, Arm Holdings, Rene Haas, you’ve seen him on, right?… We know what we heard […]