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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. 

The S&P 500 and the Nasdaq retreated from record highs as oil prices jumped amid signs that the Midd

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 […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called the company’s CEO the “best,” as he commented: You want an upside surprise? Okay, I’m going to say it’s going to come from AMD this week, and I’d buy some AMD […]

US benchmark equity indexes were lower intraday and oil prices jumped as fighting in the Iran war fl

Advanced Micro Devices eyes strong Q1 2026 results as Data Center revenues surge on EPYC and Instinct demand, fueled by AI and cloud expansion.

The April scoreboard is in for the analog and embedded chip leaders, and the result might surprise traders who default to Texas Instruments (NASDAQ:TXN) stock as the sector benchmark. ON Semiconductor (NASDAQ:ON) stock ran away with the month, posting a 63% April gain versus TXN’s 45%. Both names are still trading near their recent highs ... Texas Instruments or ON Semiconductor: Which Analog Chip Stock Won in April?

Stronger demand pushes targets higher across sector

Cathie Wood's Latest Move Sparks Questions for Advanced Micro Devices Bulls

On May 4, 2026, oil’s jump past $100 on U.S.-Iran tensions jolted major U.S. indexes while potential regulatory progress boosted crypto stocks.

HSBC Downgrade Puts Advanced Micro Devices Rally Under Pressure

Cerebras Systems plans to kick off the roadshow for its proposed initial public offering as the arti

Shares of Advanced Micro Devices (NASDAQ:AMD) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD’s peers are barely moving. Intel (NASDAQ:INTC) stock is down 2% and NVIDIA (NASDAQ:NVDA) stock is off just 1%. After months of correlated moves higher, the artificial intelligence ... AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Does Advanced Micro Devices (AMD) have what it takes to be a top stock pick for momentum investors? Let's find out.

Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for artificial intelligence hardware remains strong.

HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

S&P 500 companies' quarterly earnings and revenue growth accelerated compared with figures from a we

Cathie Wood sold a lot of AMD stock last week as it hit highs ahead of the chipmaker's earnings. AMD is still ARK Invest's No. 2 position.

Nvidia CEO Jensen Huang says the company's market share in China has fallen to zero.

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Advanced Micro Devices (AMD) is positioned to beat expectations and guide higher on near-term outloo

AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD) heading into 2026. Here is the simple version. Hyperscalers are pouring money into data centers fast enough that every component in the rack is straining on the supply ... AMD Will Be a $1 Trillion Company Faster Than You Think

The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday’s close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets. The bounce comes one trading session after the S&P 500 set a fresh all-time high of 7,230, capping the index’s best ... Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.