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AMD is riding AI momentum with major partnerships and a 34% revenue surge, while Intel battles losses and restructuring.

US equities rallied intraday, fueled by upbeat earnings reports and hopes that the Strait of Hormuz

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

Nvidia stock clears the 50-day moving average amid Big Tech earnings. Advanced Micro Devices is set to report Tuesday.

Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.

AMD, DAR and RAL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 4th, 2026.

Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.

Druckenmiller said he sees "massive disruption" ahead for the chip industry.

CTXAY, PICS, SLDE, AMD and RS have been added to the Zacks Rank #1 (Strong Buy) List on August 4th, 2026.

Retail traders remain wary. Sentiment on Stocktwits shows they remain ‘bearish’ on SPY and QQQ.

Benchmark expects a “clean, essentially in-line quarter,” forecasting $11.28 billion in revenue and non-GAAP earnings of $1.63 per share.

US stocks (^DJI, ^IXIC, ^GSPC) surge ahead to close out the first trading day of August with daily gains, the Nasdaq Composite rising by 2.13%. Cboe senior vice president JJ Kinahan joins Josh Lipton to assess the day's rise in the tech sector as key chipmakers like AMD (AMD) prepare to release earnings this week. Kinahan is also Cboe's head of retail expansion and alternative investment products.

(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus

Two distinct chip cycles are strengthening at once

Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.

Tech stocks coverage for the week of Aug. 3.

Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.

Analyst points to increasing concerns over Federal Reserve credibility, rising long-term Treasury yields, and the potential unwinding of yen carry trades as major risks for Bitcoin.

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works.

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

Intel shares soar as TSMC takes on its AI chip packaging technology

The booming demand for server CPUs and AMD's solid market share suggest that this chip designer still has multibagger potential.

AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.

Chip stocks have seen a strong run-up in today's tech-led rebound rally. The Philadelphia Semiconductor Index is up 7.5%, with names such as Sandisk, Micron, and AMD among the S&P 500's best performers.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int