News — AI supercycle headlines

Reuters23h agobullish

AMD forecast sparks AI‑driven rally in US chipmaker stocks

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a ‌shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket ‌trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.

AMD ARM INTC MRVL MU NVDA QCOM

Motley Fool1d agobullish

Why Marvell Stock Soared 67% in April

Last month, shares of the custom AI chipmaker got a boost from a Nvidia partnership and investment, a potential collaboration with Google, and an acquisition.

MRVL ^GSPC ^IXIC

Yahoo Finance Video1d agobullishVIDEO

Micron stock is surging, hitting a new intraday record high. Why?

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

AAPL AMD GLW INTC META MRVL MSFT MU+2

24/7 Wall St.1d agobullish

Forget AMD: 4 AI Stocks That Could Beat the Crowd

Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd

AMD ASML AVGO MRVL MU NVDA QCOM

24/7 Wall St.2d agobullish

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

ALAB AMAT AMD INTC MRVL MU

Simply Wall St.3d agobullish

Is It Too Late To Reassess Marvell Technology (MRVL) After Its 1-Year 165% Surge?

If you are wondering whether Marvell Technology's current share price lines up with its underlying worth, you are in the right place to unpack what the market might be pricing in. At a last close of US$164.95, the stock has recorded returns of 0.4% over 7 days, 54.0% over 30 days, 84.5% year to date and 165.4% over 1 year, with a 3 year return of 306.7% and 5 year return of 265.9%. These moves have kept Marvell firmly on investor watchlists, with ongoing attention on how its position in...

MRVL

Yahoo Finance Video6d agobullishVIDEO

Nasdaq leads US stocks in monthly gains following April rally

US stocks (^DJI, ^IXIC, ^GSPC) are on track to post massive monthly gains to close out April, with the Nasdaq Composite rising nearly 20% in that period. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market's monthly performance and the latest moves in the tech sector.

MRVL TXN

Barchart6d agobullish

3 Reasons Why Marvell Stock is a Buy Now

Marvell Technology is turning AI demand into long-term, high-visibility revenue growth.

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