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A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.
AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers, including capex.
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.
AMD Stock Surges After Bullish Analyst Sees More AI Upside
Core Scientific Inc (CORZ) reports strong financial stability and strategic advancements with a major AMD partnership, despite challenges in transitioning from Bitcoin mining.
Intel beat forecasts by $1.7B and still lost 11%. Oil, rates, and chip selling explain it better. What has Jim Cramer got to do with it?
Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.
We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of Ray Dalio’s best stocks to buy. On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450. The firm reiterated a Buy rating. […]
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.
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