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S&P 500 and Nasdaq Head for Record as Chip Stocks Rally Rages On
Barrons.com143d agobullish
S&P 500 and Nasdaq Head for Record as Chip Stocks Rally Rages On

Stocks looked set to extend their record-breaking run on Wednesday after chip maker Advanced Micro Devices posted strong first-quarter earnings and President Donald Trump signaled there had been progress in peace talks between the U.S. and Iran. S&P 500 futures added 0.3%, and contracts tied to the tech-heavy Nasdaq 100 jumped 0.7%. The S&P 500 and Nasdaq both closed at all-time highs on Tuesday as chip stocks racked up sizable gains, and AMD’s rock-solid results could extend the rally.

Peter Sarlin’s QuTwo reaches $380M valuation in angel round
TechCrunch143d agoneutral
Peter Sarlin’s QuTwo reaches $380M valuation in angel round

QyTw0, the Finnish AI lab founded by former AMD Silo AI CEO Peter Sarlin, is now valued at €325 million (approximately $380 million) after raising a €25 million angel round ($29 million). It's a sign of enduring tailwinds for AI, quantum computing, and sovereign tech, especially for Europe-made companies.

Review & Preview: Earnings in Focus
Barrons.com143d agoneutral
Review & Preview: Earnings in Focus

With the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.

Advanced Micro Devices Q1 Earnings Call Highlights
MarketBeat143d agoneutral
Advanced Micro Devices Q1 Earnings Call Highlights

Advanced Micro Devices (NASDAQ:AMD) reported first-quarter fiscal 2026 results that management said marked an inflection in growth, driven by accelerating demand for AI infrastructure products across the company’s portfolio. Chair and CEO Lisa Su said revenue rose 38% year-over-year to $10.3 billion

AMD (NASDAQ:AMD) Reports Strong Q1
StockStory143d agoneutral
AMD (NASDAQ:AMD) Reports Strong Q1

Computer processor maker AMD (NASDAQ:AMD) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 37.8% year on year to $10.25 billion. On top of that, next quarter’s revenue guidance ($11.2 billion at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.37 per share was 5.8% above analysts’ consensus estimates.

AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia
Yahoo Finance Video143d agoneutralVIDEO
AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

AMD reports Q1 earnings beat driven by data center growth
Proactive143d agobullish
AMD reports Q1 earnings beat driven by data center growth

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) reported first quarter results that exceeded Wall Street expectations, supported by strong growth in its data center segment, sending its shares higher after Tuesday's closing bell. The semiconductor company reported revenue of $10.3...

AMD's Q1 earnings & Q2 guidance beat Wall Street's estimates
Yahoo Finance Video143d agobullishVIDEO
AMD's Q1 earnings & Q2 guidance beat Wall Street's estimates

AMD (AMD) reported first quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.37 (compared to analyst estimates of $1.28), and revenue came in at $10.25 billion (compared to analyst estimates of $9.89 billion). Market Domination Overtime host Josh Lipton takes a closer look at the breaking numbers.

Investing.com143d agoneutral
UBS: Agentic AI shift signals massive expansion for server CPU market

Investing.com -- The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri, this shift is expected to catalyze a significant expansion in the server CPU Total Addressable Market (TAM). The bank estimates the server CPU TAM could grow roughly fivefold by 2030, rising from a $30 billion baseline in 2025 to approximately $170 billion. This trajectory is supp