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Data center demand drives upbeat Q2 outlook

Company forecasts Q4 revenue above estimates despite Q3 miss

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

By Niket Nishant and Utkarsh Hathi May 6 (Reuters) - Wall Street futures rose on Wednesday, extending a strong run on hopes of a potential U.S.-Iran peace agreement and unrelenting optimism around

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%.

Investing.com -- Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by strong demand for its data center chips. Shares rose 17% in premarket trading on Wednesday.

U.S. stocks looked set to extend record highs after Trump walked back an effort to guide commercial ships through the Strait of Hormuz, easing concerns of a near-term escalation in the U.S.-Iran war.

Long-term demand is the most important focus for nVent.

After another dizzying rally yesterday, Intel shares closed at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

The market capitalisation of Samsung Electronics' ‌common stock surpassed $1 trillion ‌on Wednesday, making it the second ​Asian company after TSMC to reach the milestone. Samsung Electronics, the world's top memory chipmaker, saw its ‌market value ⁠reach 1,500 trillion won ($1.03 trillion) in early trading ⁠in Seoul on Wednesday, tracking sharp gains of AI-related ​stocks in ​the U.S. ​overnight. Shares of the ‌South Korean chip giant were up 12% at 09:52 a.m.

Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al

After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

AMD (AMD) reported first quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.37 (compared to analyst estimates of $1.28), and revenue came in at $10.25 billion (compared to analyst estimates of $9.89 billion). Market Domination Overtime host Josh Lipton takes a closer look at the breaking numbers.

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite

By Lawrence Delevingne and Amanda Cooper May 5 (Reuters) - Global stocks rose on Tuesday, taking some heart from a series of robust earnings, while simmering hostilities between the U.S. and Iran over

GeneDX's latest quarterly report arrived with a lot of bad news for investors.

SpaceX may target a valuation of up to $2 trillion.

By Niket Nishant and Utkarsh Hathi May 5 (Reuters) - Wall Street's main indexes recovered on Tuesday as oil prices fell despite renewed Middle East tensions that threatened to upend a fragile truce

Chipotle saw its same-store sales turn positive in Q1.

Dutch quantum processor company QuantWare has raised $178 million in new ‌financing, including funding from Intel Capital, ‌it said on Tuesday, as Europe tries to keep up ​pace with tech leading companies from the U.S. and China. Quantum computers will make data processing considerably faster than via conventional computing, and the ‌sector could be ⁠worth trillions of dollars in the next decade, according to consultancy firm ⁠McKinsey. Along with Intel ​Capital, other companies ‌involved in the fundraising for QuantWare included IQT, ETF Partners, FORWARD.one and Invest-NL Deep Tech Fund.

AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move

Cook isn't the only CEO worried about this problem.