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Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while Intel stock is hovering around $101.50. The selling is broad-based. The Invesco QQQ Trust (NASDAQ:QQQ), which tracks the NASDAQ 100, is off 3% on the day as ... AMD Sinks 9%, Intel Slides 8% as Chip Stocks Pull the NASDAQ 100 Down
The generative AI megatrend isn't over yet.
AMD's Data Center revenues surge 57% to a record $5.8B as AI infrastructure demand boosts EPYC and Instinct adoption across cloud and enterprise markets.
MRVL is riding on AI data center demand with surging interconnect, switching and custom silicon growth, but can that momentum keep accelerating?
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next
MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.
UBS said Nvidia remains ahead of AMD in AI GPU shipments.
OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.
Wall Street looked set to see chipmakers continue their rebound on Tuesday, with investors continuing to pick through the wreckage of last week's tech sell-off ahead of key US inflation data. Futures pointed higher across the board, with contracts on the Nasdaq 100 up 0.9%, S&P 500...
Nvidia was edging up early on Tuesday. The chip maker has added Apple to its roster of big-name customers but details are still scarce on exactly how big a deal it could be. Nvidia shares were up 0.9% at $210.44 in the premarket.
NVDA's 11.9% YTD gain trails chip peers, but AI data center demand, the Blackwell ramp-up and a lower P/E keep the upside case alive, backed by strong quarterly results.
OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.
Nvidia was edging up early on Tuesday. The chip maker has added Apple to its roster of big-name customers but details are still scarce on exactly how big a deal it could be. Nvidia shares were up 0.9% at $210.44 in the premarket.
Trade in artificial intelligence-linked stocks will continue to be volatile during a catalyst-heavy period, but the underlying investment case for the sector is strong, UBS Global Wealth Management's Mark Haefele wrote.
The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost entirely around the AI infrastructure stack: GPUs, custom silicon, high-bandwidth memory, optics, cloud capacity, and datacenter power. ARTY closed last week ... The One Hyperscaler Signal That Will Make or Break ARTY in 2026
(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers across the country, fueling Beijing’s ambition to propel the domestic AI sector and surpass the US in a potentially game-changing technology. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Con
If Huang is right, the PC market could now be experiencing its iPhone moment.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the Billionaire Ken Fisher’s Top 11 Dividend Stock Picks. On June 1, Mizuho raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $515. It reiterated an Outperform rating on the shares. The firm increased price targets across the semiconductor group, saying demand for […]
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
A number of stocks jumped in the morning session after the industrial sector recovered, carried by the broad market rebound and a read-through from AI-driven capital expenditure commitments.
Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.
A number of stocks jumped in the morning session after industrial stocks recovered, carried by the broad market rebound and a read-through from AI-driven capital expenditure commitments. AMD announced a £2 billion ($2.66 billion) five-year investment in the UK for AI research and infrastructure, a signal that data-centre construction and the equipment, logistics, and grid infrastructure supporting it continues to draw major capital. Easing Middle East tensions reinforced the sector's recovery. I