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AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?
24/7 Wall St.128d agobullish
AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 8% in midday trading on Wednesday, leading the large-cap chip complex. The stock is bouncing off a soft week, with AMD shares having pulled back 8% over the prior five sessions before today’s surge. Intel (NASDAQ:INTC) is also higher, up 6.5% intraday after reports of talks to ... AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

What Nvidia Earnings Could Mean for Other Chip Stocks
Barrons.com129d agoneutral
What Nvidia Earnings Could Mean for Other Chip Stocks

Nvidia earnings tend to impact other chip stocks, and this time likely won't be any different. Expectations are incredibly high following several years of massive gains for Nvidia stock. "For NVDA, the focus is typically not whether it beats expectations, but by how much, given it has topped both revenue and earnings estimates for 13 consecutive quarters," Adam Turnquist, chief technical strategist for LPL Financial, wrote on Wednesday.

Intel Is Up 5% Today: Here’s Why
24/7 Wall St.129d agoneutral
Intel Is Up 5% Today: Here’s Why

Shares of Intel (NASDAQ:INTC) are up 5% in early trading Wednesday, changing hands near $116.20 after closing Tuesday at $110.80. The catalyst is a late Tuesday report that Intel is in talks to acquire AI chip startup Tenstorrent. The move extends what has already been one of the most powerful large-cap rallies of the year. ... Intel Is Up 5% Today: Here’s Why

AI Chips Today - Arteris Partners With Li Auto For Smart Vehicle Revolution
Simply Wall St.129d agoneutral
AI Chips Today - Arteris Partners With Li Auto For Smart Vehicle Revolution

Arteris, Inc. has announced that its semiconductor technology has been adopted by Li Auto for their intelligent vehicles, specifically incorporating the technology into the company's autonomous driving systems-on-chip (SoCs) in the new L9 Livis high-tech SUV. This deployment marks a significant step in the integration of AI capabilities within the automotive sector, supporting Li Auto's high-performance computing needs while meeting energy efficiency and safety requirements. Arteris FlexNoC...

Investing.com129d agoneutral
BofA names top chip stocks as server CPU TAM seen reaching $125bn by 2030

Investing.com -- Bank of America (BofA) has raised its outlook for the server CPU market, projecting it to grow from roughly $43 billion in 2026 to $125 billion by 2030, up from a prior estimate of $110 billion, a compound annual growth rate (CAGR) of 31%, driven by the rising role of processors in agentic AI workloads.

Evercore ISI Raises Price Target on Advanced Micro Devices (AMD) Amid AI Market Shift
Insider Monkey129d agoneutral
Evercore ISI Raises Price Target on Advanced Micro Devices (AMD) Amid AI Market Shift

With a 5-year average revenue growth rate of 32.68%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 11 Best Long Term US Stocks to Buy Right Now. On May 19, Evercore ISI raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $579 from $358. It reiterated an Outperform rating on the shares. After completing […]

Intel Stock Surges Back to Winning Ways in Style
Barrons.com129d agobullish
Intel Stock Surges Back to Winning Ways in Style

Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg129d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

As stocks slump, cue Nvidia
Reuters129d agobearish
As stocks slump, cue Nvidia

(Corrects paragraph 10 to say BoE kept interest rates on hold at its last meeting) A look at the day ahead in European and global markets from Kevin Buckland As if markets haven't been volatile enough

Nvidia Earnings Likely to Shine Even as Stock Underperforms
Barrons.com129d agobearish
Nvidia Earnings Likely to Shine Even as Stock Underperforms

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

“4,000% or 5,000% Over Five or Six Years”: Why Patient Investors in NVDA, AMD, and LLY Are Winning
24/7 Wall St.129d agoneutral
“4,000% or 5,000% Over Five or Six Years”: Why Patient Investors in NVDA, AMD, and LLY Are Winning

On a recent episode of Earn Your Leisure titled “The #1 Investing Mistake Keeping You Broke,” co-host E delivered a blunt diagnosis for retail investors: stop trading the stocks you should be holding. “The ones that are leading now will lead,” he said, warning that top companies could compound 4,000% or 5,000% over five or ... “4,000% or 5,000% Over Five or Six Years”: Why Patient Investors in NVDA, AMD, and LLY Are Winning

Stocks Settle Lower on Rising Bond Yields
Barchart129d agoneutral
Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

How AMD (AMD) Is Bringing AI Acceleration Into Existing Data Center Racks
Insider Monkey129d agoneutral
How AMD (AMD) Is Bringing AI Acceleration Into Existing Data Center Racks

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks to buy for next-gen data centers. On May 7, the company introduced its AMD Instinct MI350P PCIe GPUs to enable enterprises to deploy generative and agentic AI within existing data center infrastructure. AMD said the MI350P cards are dual-slot accelerators for standard air-cooled servers […]

How Broadcom (AVGO) Is Bringing VMware Into Production AI Infrastructure
Insider Monkey129d agoneutral
How Broadcom (AVGO) Is Bringing VMware Into Production AI Infrastructure

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy for next-gen data centers. On May 5, the company announced VMware Cloud Foundation 9.1, describing it as a secure and cost-effective infrastructure platform for production AI workloads. Broadcom said the platform supports inference and agentic AI applications through an AI- and Kubernetes-native private cloud […]