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MaxLinear, Inc. (NASDAQ:MXL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller inquired if the stock is a buy and asked for guidance regarding an entry point. Cramer replied: Okay, MaxLinear’s probably gone more parabolic than any other stock in the market. So therefore […]

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated: And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the […]

NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]

The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just printed the strongest quarter of its modern history, and the stock has responded violently. The case for owning AMD over NVIDIA in 2026 rests on ... AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?

Don't be fooled. Bernstein still thinks Micron is a buy into Q2.

You know that feeling when you've been backing a friend's idea for months, and then suddenly the whole room starts paying attention? That's roughly where Morgan Stanley finds itself with Advanced Micro Devices (AMD). For the better part of six months, the firm had been quietly bullish on AMD's ...

This analyst thinks Sandisk's sales and profits are safe in Q4.

U.S. stocks ended lower on Thursday, with the S&P 500 retreating after hitting an all-time high in the previous session, as oil prices bounced back from their initial lows and uncertainty over U.S.-Iran peace talks weighed on investors' sentiment.

May 8 () - Global equity funds attracted inflows for a seventh straight week in the period through May 6, supported ‌by upbeat first quarter earnings and hopes for a ‌U.35 billion of global equity funds during the week, ​though this was the smallest weekly inflow since March 18, LSEG Lipper data showed.

Stock Market Today: The Dow Jones index rose Friday ahead of the April jobs report. Coinbase and Cloudflare dived on earnings.

Zero Latency has introduced Zerogrid, a closed beta distributed AI inference grid designed to enhance the routing of AI workloads by optimizing edge computing capacity. This new infrastructure aims to address the unique challenges of AI inference, such as latency and regulatory requirements, by efficiently dispatching workloads to meet specific operational constraints. Zerogrid is inspired by distributed virtual power plants and leverages a similar architectural approach to manage compute...

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy for the next 15 years. On May 5, Broadcom announced the launch of VMware Cloud Foundation/VCF 9.1, a unified private cloud platform designed to provide a secure and cost-effective infrastructure for production AI. This updated version addresses the growing industry shift toward private cloud […]

Adeia Inc. recently reported past first-quarter 2026 results showing sales of US$104.77 million and net income of US$22.77 million, while also declaring a US$0.05 per-share dividend and completing a US$10 million share repurchase tranche. On the same day, the company disclosed that long-time CEO Paul E. Davis plans to step down by late 2026, even as Adeia secured new multi-year IP licensing agreements with major partners such as AMD, Microsoft and L’Oréal and reaffirmed its full-year 2026...

TSMC Stock Edges Higher as AI Demand Fuels Strong Annual Growth Despite Monthly Dip

Revenue growth stays solid despite monthly dip

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

AAPL, AMD and CVX headline Zacks research as AI demand, oil strength and ecosystem growth continue driving investor focus.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.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 Supreme Court Carroll AppealUS Has Ope

AMD just posted its strongest quarter as an AI company. The stock surged nearly 18% on the day. And one analyst responded by nearly doubling his price target. The move from Bernstein is not a routine post-earnings trim. It is a fundamental reassessment of what AMD is worth and where it is heading. ...

Rackspace Technology (RXT) is back in focus after returning to profitability in Q1 2026 with US$8.3 million net income and signing a Memorandum of Understanding with AMD to develop governed enterprise AI cloud infrastructure. See our latest analysis for Rackspace Technology. The recent Q1 2026 profit and the AMD AI cloud MoU have coincided with a sharp re-rating, with a 30-day share price return of 290.85% and a 1-year total shareholder return of 144.44%, although the 5-year total shareholder...

Nvidia is still the market leader by far.

<body><p>STORY: U.S. stocks ended lower on Thursday, with the Dow dropping nearly two-thirds of a percent, the S&P 500 shedding more than one-third of a percent and the Nasdaq dipping marginally.</p><p>Uncertainty around peace talks between the U.S. and Iran weighed on the market, with Iran reviewing a proposal that would stop fighting but leave the most contentious issues unresolved.</p><p>Meanwhile, market-leading chip stocks retreated after their recent rally.</p><p>:: Arm Holdings</p><p>&nbsp; &nbsp;Archive</p><p>U.S.-listed shares of Arm Holdings tumbled 10% as worries about the company's ability to secure sufficient supplies for its new AI chip overshadowed a strong earnings forecast.</p><p>Intel and Advanced Micro Devices also declined, giving back some of their gains from earlier this week.</p><p>Keith Buchanan, senior portfolio manager at Globalt Investments, said he'd now like to see a broadening of market gains beyond chip makers and other AI-linked companies.</p><p>"Leadership has become narrow again. And that's something that concerns us from our framework, is we don't feel like a participation has been what it needs to be to continue to power this bull market forward beyond the point where we are now. So earnings season is really important. We're right in the middle of it right now. So that will give us a little more clarity as to the storylines and, frankly, the momentum that we feel like has to start to spread away from where it's been concentrated over the past week and a half."</p><p>:: CoreWeave</p><p>Other stock moves on Thursday included cloud provider CoreWeave, which closed down more than 6% but gained in extended trading after beating analysts' estimates for quarterly revenue. The company reported strong demand for its high-performance computing services used to train and deploy AI models.</p><p>Shares of Datadog soared 31% after the cloud-monitoring company raised its full-year earnings forecast. Cybersecurity companies CrowdStrike jumped 8% and Palo Alto Networks added 7%.</p><p>Elsewhere in the market, shares of Whirlpool slumped nearly 12% after the home-appliance maker missed first-quarter sales estimates and suspended its dividend.</p><p>Investors now turn their attention to Friday's nonfarm payrolls report, which is expected to show continued labor market resilience.</p></body>

Management commentary on recent earnings calls highlighted that more than just memory is facing supply constraints.

The biggest moves in the market rarely come dressed as breaking news. They arrive as offhand comments from people paid to notice things the rest of us missed. By the time the press release hits the tape, the money has usually already moved. That has been the pattern of the artificial intelligence ...

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 6th on this list. Advanced Micro Devices, Inc. (NASDAQ:AMD) is the biggest competitor of NVIDIA in the AI and GPU universe. However, Instagram influencers have highlighted the […]

Apple's iPhone 17 demand and record Services revenue highlight growth drivers as AMD and Chevron benefit from AI and energy momentum.

Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

The semiconductor and AI stock reported strong earnings for the first quarter.

Goldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...