News — AI supercycle headlines

Motley Fool2h agobullish

BWXT Stock Is Up Nearly 100% in a Year and Just Announced a Major Acquisition. Is the Nuclear Rally Just Getting Started?

Revenue growth isn't explosive, but it's steady because of BWX's nuclear moat.

24/7 Wall St.2d agobullish

Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Motley Fool2d agobullish

Rocket Lab Leads Space Rally With 57% Gain Following SpaceX IPO Report

Space stocks have been on a rally since news of SpaceX's IPO dropped in March, and that rally shows no signs of stopping.

ASTS INTC RKLB

Motley Fool2d agobullish

Should Investors Buy Cerebras Stock After Its Monster IPO Debut?

As a potential competitor to Nvidia, Cerebras generated tremendous hype before its IPO.

INTC NVDA UBER

Motley Fool3d agobullish

Nvidia Reports Earnings This Month, and I'm Not Buying Shares. 1 AI Stock to Buy Now Instead.

The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.

INTC NVDA

Motley Fool4d agobullish

Nebius Stock Surges Again After Blowout Earnings Results. Is the Stock a Buy After a 134% Increase This Year?

The company reported earnings results above consensus estimates and announced a new data center site with large capacity.

INTC NBIS

GuruFocus.com4d agobullish

Intel Surges 214% As Short Sellers Face $12 Billion Losses

Intel's rally added more than $440 billion in market value as AI optimism and Nvidia backing lifted semiconductor shares.

AAPL INTC

Motley Fool5d agobullish

Is First Majestic Silver a Buy After Their Latest Earnings Report?

First Majestic Silver's earnings soared in the first quarter.

AG INTC

Motley Fool5d agobullish

What AMD's Earnings Beat Could Mean for Intel

AMD just reported another outstanding quarter. Is this good or bad news for rival Intel?

AMD INTC

Investor's Business Daily6d agobullish

Stock Market Today: Dow Futures Fall, Oil Jumps; Intel, Lumentum, Moderna, Circle Internet All Rise (Live Coverage)

Stock Market Today: Futures were down while oil prices rose on Iran tensions. Intel, Lumentum, Moderna, Circle Internet are winners..

AMD B CEG CRCL DIS HON INTC LITE+9

Bloomberg6d agobullish

Retail Floods Into ‘Silly’ Chipmaker Rally as Moves Get Extreme

(Bloomberg) -- Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

INTC JPM MU

Yahoo Finance6d agobullish

Tech stocks today: Cerebras stock jumps in IPO, Big Tech CEOs in China

The tech sector helped US stocks cruise to all-time highs last week, as the artificial intelligence boom broadened.

AAPL AMZN INTC MSFT NVDA

The Wall Street Journal8d agobullish

Jobs Report, Chip-Stock Rally Power Stocks to New Records

The Nasdaq notched its best six-week streak since 2009 as a surge in semiconductor shares continues.

AAPL INTC MU SNDK ^GSPC ^IXIC

Reuters Videos8d agobullishVIDEO

Market Talk: Soaring chip stocks 'can go even higher from here'

<body>STORY: :: Lisa Bernhard, Reuters:: Ross Mayfield, Investment Strategist, BairdThe S&P 500 and the Nasdaq rallied to record highs on Friday, boosted by gains in semiconductor stocks, while a stronger-than-expected jobs report pointed to labor market resilience.Speaking with Reuters' Lisa Bernhard, Mayfield said that with April's nonfarm payrolls data "building on last month's strong report... you start to feel like maybe the labor market is turning a corner."Meanwhile, shares of Intel joined the chip rally late Friday, soaring as high as 19%, after the Wall Street Journal reported on Friday that the company had reached a preliminary deal to make some chips for Apple devices."I certainly wouldn't want to stand in front of this momentum-driven sector," Mayfield said of the recent chip rally. "In my mind, it can't be a bubble if earnings are keeping up with price."</body>

AAPL INTC

Motley Fool8d agobullish

Visa Just Posted Its Strongest Revenue Growth Since 2022. Is the Stock a Buy After Earnings?

The credit card giant is still an evergreen investment.

INTC NVDA V

Bloomberg9d agobullish

Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

AAPL INTC MU NVDA QCOM SSNLF TSLA TSM

TheStreet10d agobullish

Analysts reset Sandisk stock forecast after massive rally

Shares of Sandisk Corporation (SNDK) have been flying high as investors pile into semiconductor names and memory-related stocks. The stock has surged nearly 100% over the past month and closed at $1,409.98 on May 6, extending a massive rally that has pushed shares up nearly 500% year to date, ...

INTC MU SNDK

Motley Fool10d agobullish

Should You Invest in This Artificial Intelligence (AI) IPO Stock That Has a Partnership with Amazon?

It could offer incredible opportunities down the line.

AMZN INTC NVDA

Motley Fool10d agobullish

S&P 500 and Nasdaq-100 Surge: AMD Earnings Steal the Show at Midday

Chip stocks are having a moment, and AMD is leading the charge. Oil prices are tanking, too. Here's what you need to know.

AMD CAT INTC ^DJI ^GSPC

GuruFocus.com11d agobullish

Cerebras IPO Demand Tops $10 Billion As AI Chip Listing Heats Up

Cerebras is seeking up to $3.5 billion as banks request limit orders from institutional IPO investors.

INTC

24/7 Wall St.11d agobullish

AMD Soars 14%: Q1 Crusher, Q2 Guide Lift, Goldman $450 Price Target Ignite AI Frenzy

Shares of Advanced Micro Devices (NASDAQ:AMD) are up by about 14% in early Wednesday trading, changing hands near $406 after a triple-catalyst night that combined a Q1 2026 beat, a sharply higher Q2 2026 outlook, and a Goldman Sachs upgrade. Premarket gains ran closer to 20% before the open trimmed the move. The rally extends ... AMD Soars 14%: Q1 Crusher, Q2 Guide Lift, Goldman $450 Price Target Ignite AI Frenzy

INTC META

GuruFocus.com11d agobullish

Advanced Micro Devices Surges on Strong AI Demand Forecast

Data center demand drives upbeat Q2 outlook

AMD INTC NVDA

GuruFocus.com11d agobullish

Super Micro Computer Soars After Strong AI Server Forecast

Company forecasts Q4 revenue above estimates despite Q3 miss

AMD INTC NVDA SMCI

The Wall Street Journal11d agobullish

Chip Stocks Look Set to Extend Rally

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%.

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Reuters11d agobullish

US stock futures rally on Middle East peace hopes, AI optimism

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

AMD INTC ^GSPC ^IXIC

Reuters11d agobullish

AMD forecast sparks AI‑driven rally in US chipmaker stocks

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%.

AMD ARM INTC MRVL MU NVDA QCOM

Investing.com11d agobullish

Buy now, ask questions later: CPU stocks soar on AMD’s blowout results, guidance

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.

AMD INTC SSNLF

The Wall Street Journal11d agobullish

Oil Falls, Risk Sentiment Rises as U.S. Avoids Iran Escalation

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.

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