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Investors, traders and speculators expect direction from the leaders of the AI revolution and the world's most important central bank.

A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly anticipated earnings report.

Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.

Samsung's collapse and Nvidia's approaching earnings test are triggering profit-taking across the semiconductor supply chain.

Advanced Micro Devices has recently appointed Citi executive Tim Ryan to its board and raised about US$4.75 billion through multiple fixed‑rate, unsecured senior notes maturing between 2029 and 2036, alongside filing a shelf registration for additional debt securities. These moves, combined with AMD’s plan to invest more than US$10 billion in Taiwan’s advanced packaging and AI system manufacturing ecosystem, signal a concerted push to deepen its role in AI infrastructure. We’ll now examine...

On August 12, 2026, Cerebras Systems Inc. (NASDAQ:CBRS) shares tumbled about 14% in extended trading, even after the AI chipmaker’s second-quarter revenue rose 74.3% year over year and it raised its full-year guidance for the second time since going public in May 2026. Why This Matters Cerebras positioned itself as a genuine Nvidia challenger at […]

Marvell Technology will reports earnings on Thursday. Wall Street wants more details on a recently announced agreement with Google.

It’s no secret that the AI boom of recent years has been a primary driver of market gains, with the introduction of generative and agentic AI models and enormous demand for semiconductor chips and data centers making headlines – and profits for early investors.Summer Sale - Claim 70% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with

Wood is getting more selective across her biggest growth bets

Here’s what could be next for Nvidia stock.

Marvell Technology heads into fiscal Q2 earnings with AI-driven data center growth in focus, but a rich valuation and fierce competition temper the setup.

Yahoo Finance Executive Editor Brian Sozzi breaks down Opening Bid's Stock of the Day, Nvidia (NVDA), ahead of the AI giant’s earnings report on Wednesday. Joined by B. Riley Wealth chief market strategist Art Hogan, Sozzi explores what everyday investors should be watching and how they should approach the highly anticipated call.

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

The band the options market has drawn around this stock is barely wider than the swings it already delivers, which makes that width a baseline rather than a passing scare.

Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the […]

The investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.

The EnerSys highlighted as Zacks Bull and AECOM Bear of the Day

AMD Lands Bullish BMO Call as Meta, OpenAI and Anthropic Deals Fuel AI Ambitions

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

Long before she became one of the most powerful leaders in tech, Advanced Micro Devices chief executive Lisa Su was a child being groomed for excellence by parents who treated straight A’s and advanced degrees as non-negotiable. An Immigrant Family’s...

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.

Find insight on Samsung , MPI and more in the latest Market Talks covering technology, media and telecom.

This company has the technology and scale to benefit from the continued AI build-out.

The famous investor dumped three top chip stocks and bought another one with a clear near-term catalyst.

AMD's biggest AI challenge may no longer be winning customers but making enough hardware to serve them.

Nvidia stands out as the top semiconductor stock for the coming years because of its dominant AI ecosystem, not to mention it's the most popular AI stock in the ecosystem.

Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question worth sitting with.