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

The stock market showed choppy, mixed weekly action. But Robinhood, Sandisk, AMD and Moderna rallied into buy areas.

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

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...

The stock market showed choppy, mixed weekly action. But Robinhood, Sandisk, AMD and Moderna rallied into buy areas.

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

Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

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.

Stock Market Today: The Dow Jones index falls Friday as oil prices continue to drop. Apple, AMD, Micron and Sandisk are key movers.

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.

Investors move past worries that AI firms’ calls for a slowdown in development risk the AI infrastructure trade.

Nebius' coming cloud-computing price increase gave investors another sign that AI demand remains strong, including for AMD's data-center chips.

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...

On Sept. 17, 2026, an analyst upgrade and a whiff of negotiations signaled fresh turnaround momentum.

(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.

The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys.