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Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It
24/7 Wall St.120d agoneutral
Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It

At $521.31, Advanced Micro Devices (NASDAQ:AMD) looks like a stock where the bullish setup still has room to run. The stock ripped roughly 25% in the week after Q1 earnings. Thus, Wall Street is still catching up to what the inference cycle means for the rare chipmaker selling both the CPU and the GPU at ... Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It

Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway
24/7 Wall St.120d agobullish
Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway

NVIDIA (NASDAQ:NVDA) dominates 2026 financial television as the consensus AI play. But the trade quietly outrunning it belongs to a company whose CEO refuses to say the magic words. Apple (NASDAQ:AAPL) closed at $311, an all-time high on a split-adjusted basis, carrying a $4.57 trillion market cap, up 54% in one year. Tim Cook never ... Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway

While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance
24/7 Wall St.120d agoneutral
While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

You may want to keep hitting the buy button on Qualcomm (NASDAQ:QCOM), and the last six weeks handed you three more reasons to do it again. While the financial press tracks every twitch in the Nvidia (NASDAQ:NVDA) versus AMD (NASDAQ:AMD) slap fight, Qualcomm quietly signed the biggest AI deal in its history. The stock has run 100% from ... While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

1 Semiconductor Stock to Research Further and 2 That Underwhelm
StockStory120d agoneutral
1 Semiconductor Stock to Research Further and 2 That Underwhelm

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 116% has outpaced the S&P 500’s 9.8% return.

Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’
24/7 Wall St.120d agobullish
Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA) announced an $80 billion stock buyback, raised its dividend sharply, and projected $1 trillion in sales of its most advanced AI chips “just this year and next.” Despite the good news, the stock ... Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again
24/7 Wall St.121d agoneutral
ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026. People who bought a 3x leveraged semiconductor fund into the back half of the AI capex cycle and held are laughing their way to the bank, ... ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

Intel vs AMD: The Ideal Long-Term Investment
24/7 Wall St.121d agoneutral
Intel vs AMD: The Ideal Long-Term Investment

Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) both reported Q1 2026 earnings in the past month, and the results tell two very different stories about how x86 chipmakers are riding the AI buildout. Intel is mid-turnaround under new CEO Lip-Bu Tan, leaning on foundry ambitions and CPU partnerships. AMD is already cashing checks on AI accelerators, with ... Intel vs AMD: The Ideal Long-Term Investment

Why Wall Street Sees A Much Bigger Market Opportunity For AMD
Insider Monkey121d agoneutral
Why Wall Street Sees A Much Bigger Market Opportunity For AMD

With a five-year EPS forecast of 62.36%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 12 Best Future Stocks to Buy Right Now. On May 21, Citi raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $460 from $358 while maintaining a Neutral rating, introducing a new CPU total addressable market model that includes general-purpose […]

How Much Further Can the Chip Rally Run?
The Wall Street Journal121d agobullish
How Much Further Can the Chip Rally Run?

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Oil Retreats — Heard on the Street Wednesday Recap
The Wall Street Journal121d agoneutral
Oil Retreats — Heard on the Street Wednesday Recap

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.

Exclusive-ByteDance developing custom CPU chips to support AI rollout, sources say
Reuters121d agoneutral
Exclusive-ByteDance developing custom CPU chips to support AI rollout, sources say

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply ‌shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks ‌that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent ​months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.

$5.7 Trillion and Counting. How Much Further Can the Chip Rally Run?
The Wall Street Journal121d agobullish
$5.7 Trillion and Counting. How Much Further Can the Chip Rally Run?

The frenzied rally in chip stocks passed a new milestone on Wednesday, with the PHLX Semiconductor Index posting its best start to a year on record. Samsung Micron and SK Hynix have all climbed into the ranks of $1 trillion companies. Investors’ enthusiasm for the building-blocks of artificial intelligence helped pull the stock market out of its Iran-war slump, while raising worries that a surge this dramatic must end sometime.

Cathie Wood sells $16M of surging semiconductor stock
TheStreet121d agobearish
Cathie Wood sells $16M of surging semiconductor stock

When one of Wall Street's most closely watched fund managers starts trimming a stock that's on a tear, investors take notice. Cathie Wood has been quietly but consistently reducing her firm's position in Advanced Micro Devices throughout May. That alone raises a question worth asking: What does she ...

Open Sesame — Heard on the Street Recap
The Wall Street Journal121d agoneutral
Open Sesame — Heard on the Street Recap

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.