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More Record Highs — Heard on the Street Wednesday Recap
The Wall Street Journal112d agobullish
More Record Highs — Heard on the Street Wednesday Recap

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

Cathie Wood sells another $15.6M of surging semiconductor stock
TheStreet112d agobearish
Cathie Wood sells another $15.6M of surging semiconductor stock

Sometimes the hardest part of investing isn't buying. It's not the patience asked of you before the market rewards your move. It’s not even what to invest in, as you may think. It's watching something you sold keep going up to the moon without you. And now you can only stay out and be a spectator. ...

AMD stock surges as the chipmaker forecasts continued AI growth
Yahoo Finance Video112d agobullishVIDEO
AMD stock surges as the chipmaker forecasts continued AI growth

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
24/7 Wall St.112d agoneutral
Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call
24/7 Wall St.112d agoneutral
Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call

Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.26 looks priced for perfection, and Palantir (NASDAQ:PLTR) at $135.91 faces the steepest valuation hurdle. Each rides the same agentic-AI thesis. Valuation and recent price action separate them. Buy ... Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call

Hut 8 Surges 35%, Riot Platforms Climbs 13% as Bitcoin Miners Become AI Infrastructure Plays
24/7 Wall St.112d agobullish
Hut 8 Surges 35%, Riot Platforms Climbs 13% as Bitcoin Miners Become AI Infrastructure Plays

Shares of Hut 8 (NASDAQ:HUT) are surging 35% in midday trading Wednesday. Riot Platforms (NASDAQ:RIOT) stock is climbing 13% in tandem, as investors reprice former Bitcoin mining pure-plays as AI data center landlords. HUT stock changed hands near $109 after opening at $80.51, extending a one-month rally of 67% and a one-year gain of 531%. ... Hut 8 Surges 35%, Riot Platforms Climbs 13% as Bitcoin Miners Become AI Infrastructure Plays

Jim Cramer on AMD: “You Use These Downgrades to Buy”
Insider Monkey112d agoneutral
Jim Cramer on AMD: “You Use These Downgrades to Buy”

Advanced Micro Devices, Inc. (NASDAQ:AMD) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer highlighted the increase in demand due to the data centers, as he stated: The CPU companies are similar. For a long time, we had a CPU glut that constantly weighed on Intel and AMD, the two […]

After Blowout Quarter, This Is AMD’s Price Prediction For 2026
24/7 Wall St.112d agoneutral
After Blowout Quarter, This Is AMD’s Price Prediction For 2026

Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $398.04, which sits modestly below where shares currently trade after a blistering rally. With AMD changing hands at $416.36 and the model implying roughly -4.4% from here, the recommendation is hold with 90% confidence. Near fair value is the cleanest way to describe ... After Blowout Quarter, This Is AMD’s Price Prediction For 2026

Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher
24/7 Wall St.112d agoneutral
Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher

Wall Street unleashed one of the most aggressive coordinated price target hikes of the year on Advanced Micro Devices (NASDAQ:AMD) following its blowout Q1 FY2026 report. Two firms upgraded AMD stock outright (Bernstein and Seaport), while seven others lifted price targets, with the most bullish call landing at $530 from KeyBanc. AMD stock surged 17% on ... Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher

AMD stock upgraded by Goldman Sachs, Citi, & more: A closer look
Yahoo Finance Video112d agobullishVIDEO
AMD stock upgraded by Goldman Sachs, Citi, & more: A closer look

AMD (AMD) stock is tearing higher on Wednesday after the company's first quarter earnings and revenue results beat analysts' estimates. The semiconductor manufacturer also topped forecasts for its second quarter guidance. Yahoo Finance Senior Business Reporter Ines Ferré chats with Yahoo Finance Senior Reporter Brooke DiPalma about the earnings results and the stock's multiple upgrades on Wall Street.

CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite
24/7 Wall St.112d agobullish
CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite

The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks. The VIX closed near 18 on Monday after dipping to almost 17 late last week, well below the peak above 31 recorded in late March. In a display of a shifting ... CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite

ARTY Soared 33% in 2026 While BOTT and ROBO Lag: Which Humanoid Robot ETF to Buy
24/7 Wall St.112d agobullish
ARTY Soared 33% in 2026 While BOTT and ROBO Lag: Which Humanoid Robot ETF to Buy

Humanoid robots have moved beyond assembly lines. AI-powered machines are being trialed for legal research, financial analysis, and front-line customer service, pushing automation into work historically considered safe from displacement. AI-powered robotics is moving from factory floors into legal research, financial analysis, and customer service. Three exchange-traded funds offer different angles on that shift: the ... ARTY Soared 33% in 2026 While BOTT and ROBO Lag: Which Humanoid Robot ETF t

AMD stock surges on Q1 earnings, driven by AI demand boom
Yahoo Finance Video112d agobullishVIDEO
AMD stock surges on Q1 earnings, driven by AI demand boom

Advanced Micro Devices (AMD) stock rips and tears higher in Wednesday's pre-market session after beating Wall Street's earnings and revenue estimates. The semiconductor manufacturer also topped forecasts for its second quarter guidance. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland analyze the current narratives around the chip space, AI data center demand, and the catalysts for AMD in these late stages of the AI Boom.