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"Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.

AMD's strong Q1 results and expanding AI portfolio are fueling optimism for further upside in AI servers and data centers.

Stocks are nearing the midday point of a massive second quarter. The rally is starting to look vulnerable.

Trump’s China summit threatens the AI boom, Ford gets into the energy storage business, Hims & Hers posts a surprise loss, and more news to start your day.

Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Yahoo Finance to explain where AMD (AMD) stands in relation to Nvidia (NVDA), and what to expect from Nvidia's upcoming earnings results.

Intel and other semiconductor companies were falling back on Tuesday morning after a Monday rally that sent multiple chip stocks to all-time highs. Intel was down 3% in premarket trading after having more than doubled in the past month through Monday’s close. Demand for artificial-intelligence infrastructure has boosted chip stocks across the board.

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

Advanced Micro Devices (NasdaqGS:AMD) has announced major customer deals for its new MI450 AI chips with Meta Platforms and OpenAI. The company plans to ramp MI450 shipments into 2027 as part of these long-term agreements. The deals are focused on AMD's Data Center segment, with an emphasis on AI accelerator deployments. The agreements indicate committed demand from large AI customers for AMD's next-generation data center hardware. For you as an investor, this news sits at the intersection...

Tesla shares stayed active as investors reacted to a fresh Wall Street rating update.

Big tech firms are poised to extend their rally following a strong earnings season and continued momentum in artificial intelligence spending, according to Wedbush analysts, who pointed to accelerating enterprise adoption and sustained demand across chips, cloud infrastructure, software and...

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

GF Securities sees AMD, Intel and Qualcomm benefiting from rising AI server demand.

Cerebras Systems increased the size and expected price range of its initial public offering, which n

Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.

Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.

Shell and Toyota warn geopolitical risks remain elevated

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 7, 2026, Rackspace Technology and Advanced Micro Devices, Inc. (NASDAQ:AMD) announced the signing of a memorandum of understanding outlining a multiyear strategic partnership focused on building an Enterprise AI Cloud designed for regulated enterprises […]

Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.

Rackspace Technology (NASDAQ:RXT) shares climbed as much as 10% on Monday morning, continuing the strong momentum seen after last week’s explosive rally. The stock surged 56% on Friday and has now gained more than 200% since the company released earnings and announced a strategic partnership with AMD on May 7.

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

Intel, Micron, Advanced Micro Devices, Sandisk and QQQ have been highlighted in this Investment Ideas article.

Micron and AMD lead another semiconductor rally

Investing.com -- Intel shares have risen a further 6.6% in premarket trading on Monday, extending a remarkable run that has seen the chipmaker gain 125.6% over the past month and 230.7% year-to-date.

NVIDIA has announced the addition of Suzanne Nora Johnson to its board of directors, effective July 13, 2026. Her extensive leadership experience across finance, technology, and healthcare is anticipated to provide significant strategic insights for NVIDIA as it continues its advancements in AI and accelerated computing. Johnson's previous roles at Goldman Sachs and current board positions emphasize her expertise and potential contribution to NVIDIA's efforts in shaping the future of AI...

Nvidia stock looks to be taking a breather before making another run at a record ahead of its earnings.

Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.

On Thursday, Cathie Wood-led Ark Invest made notable trades involving Advanced Micro Devices Inc. and Tempus AI Inc.. These trades reflect Ark’s strategic repositioning amid evolving market dynamics. The AMD Trade ARK Innovation ETF fund reduced its stake in Advanced...

Nvidia Corp.'s latest partnership with IREN Ltd. underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from Advanced Micro Devices, Inc. intensifies. Nvidia Expands AI Infrastructure To Defend Market Leadership Speaking to...

The artificial intelligence infrastructure boom is showing no signs of slowing down.

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Advanced Micro Devices Inc (NASDAQ:AMD) ranks #3 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $551,414,664 Advanced Micro Devices Inc (NASDAQ:AMD) does not need to beat Nvidia to be a winner. It can do very well simply by […]