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Cathie Wood just bought more shares of Archer Aviation for her company's flagship ETF.

Is Arm still an under-the-radar AI winner? Wall Street is catching on fast.

Advanced Micro Devices has ridden a powerful AI story in recent years, and the question now is whether the current share price is still grounded in the cash the business can realistically generate. For anyone watching AMD today, the focus has shifted from headline momentum to the harder question of what its cash flows are actually worth. Over the past 3 years, AMD has delivered a share price return of about 467%, which puts a lot of weight on the idea that future cash flows can justify such...

AMD, Linde and Amgen highlight AI demand, contracted growth and drug launches, while supply, margin and pipeline risks remain key factors.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.

NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.

A rumor about AMD's 2027 lineup could give the company an unusual window against Nvidia.

Pricing power may be holding up better than feared

AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with Wall Street split on what comes next. Here is the case for why the real breakout has not happened yet.

XLK and AMD approach key breakout levels while Oracle builds a potential base around its 50-day EMA.

Nvidia, Alphabet, and AMD have already bought most of the high bandwidth memory that will be manufactured next year.

Some of the market's strongest large-cap performers are clustering around chips, memory and AI infrastructure.

NVIDIA, Advanced Micro Devices, Tempus, Moderna, Super Micro Computer and Aya Gold & Silver have been highlighted in this Investment Ideas article.

Shares of Advanced Micro Devices, Inc. (AMD) up 5,093% since 1992’s initial outlier inflow.

Rising AI infrastructure costs are putting pressure on chip and cloud pricing.

Retail sentiment on SPY and QQQ remained ‘bearish’, despite the broader market recovery.

When Apple’s iPhone turned into an immediate hit upon its 2007 release, CEO Steve Jobs was quick to realize the value of designing and owning as many of the components in its devices as possible. Since then, designing the main chips for all its devices has been a priority for Apple and a potent differentiator, enabling deeper integration between software, services, and hardware than any other consumer technology company. This week’s release of iPhone 18 Pro and the A20 Pro chip inside of it, makes the advantages of Apple’s chip strategy as clear as day.

Nebius Group (NasdaqGS:NBIS) has raised prices for its Nvidia GPU and AMD CPU cloud services in response to strong AI demand. The company cites surging enterprise interest in large-scale AI training and inference workloads as a key driver of the new pricing. Higher rates apply to both Nvidia GPU instances and AMD CPU based compute bundles across Nebius Group's AI focused cloud offerings. The decision to lift Nvidia GPU and AMD CPU cloud pricing reshapes Nebius Group's AI compute economics...

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

While macroeconomic headwinds, geopolitical energy shocks, and relentless media fear-mongering might suggest a market correction is overdue, the resilience of stock price action tells a different story.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up. When Cramer pressed her on whether OpenAI might slow its AI buildout, she explained the company would always make investment decisions by prioritizing […]

QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.

Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.

The Philadelphia semiconductor index, known as SOX, rose for the third straight session Thursday. AMD stock was among the big gainers.

Key TakeawaysAMD fell more than 4% on September 14 after Anthropic, OpenAI and xAI executives publicly warned about the pace of AI development, then rebounded to roughly $549 by September 17, up more than 7% on the day. Wall Street’s price targets never wavered during the panic.

QCOM faces margin pressure from rising semiconductor costs, weaker handset demand and product mix, while Apple revenue is set to decline.

Intel advances AI inference with stronger Xeon 6 and Arc Pro B-series GPU results, software gains and a new retrieval-augmented generation benchmark.