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How Applied Materials Stock Surges To $800
Trefis133d agobullish
How Applied Materials Stock Surges To $800

Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are

Investing.com134d agobullish
Daiwa lowers AMD rating after substantial rally

Investing.com -- Daiwa Capital Markets has downgraded Advanced Micro Devices to Outperform from Buy, citing the chipmaker's near-150% share price gain over the past 60 days, even as the firm raised its price target to $500 from $250 following a strong first-quarter earnings beat.

Cathie Wood buys $32M of e-commerce goliath after strong earnings
TheStreet140d agobullish
Cathie Wood buys $32M of e-commerce goliath after strong earnings

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 ...

SoftBank Stock Surges on Chip Optimism
The Wall Street Journal140d agobullish
SoftBank Stock Surges on Chip Optimism

Shares in tech investor SoftBank Group jumped 18.4% in Tokyo today, marking their biggest gain since the pandemic. The move helped drive the Nikkei 225 5.6% higher to close at a record level. It came on the heels of a surge in optimism in chip stocks in the U.S., after shares in AMD and other chip makers rose following results late Tuesday.

More Record Highs — Heard on the Street Wednesday Recap
The Wall Street Journal140d agobullish
More Record Highs — Heard on the Street Wednesday Recap

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

More Record Highs — Heard on the Street Wednesday Recap
The Wall Street Journal141d agobullish
More Record Highs — Heard on the Street Wednesday Recap

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

AMD stock surges on Q1 earnings, driven by AI demand boom
Yahoo Finance Video141d agobullishVIDEO
AMD stock surges on Q1 earnings, driven by AI demand boom

Advanced Micro Devices (AMD) stock rips and tears higher in Wednesday's pre-market session after beating Wall Street's earnings and revenue estimates. The semiconductor manufacturer also topped forecasts for its second quarter guidance. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland analyze the current narratives around the chip space, AI data center demand, and the catalysts for AMD in these late stages of the AI Boom.

Chip Stocks Look Set to Extend Rally
The Wall Street Journal141d agobullish
Chip Stocks Look Set to Extend Rally

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

AMD jumps 17% as AI-driven data center growth fuels earnings beat and analyst upgrades
InvestorsHub141d agobullish
AMD jumps 17% as AI-driven data center growth fuels earnings beat and analyst upgrades

Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector. Investor enthusiasm accelerated after chief executive Lisa Su highlighted strong momentum in AMD’s server and data center operations during the company’s earnings call.