News

Bank of America expects AMD to beat earnings estimates and raise guidance.

Exceptional server demand could drive another earnings beat

AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals real trouble or just a high-beta name taking the brunt of a cooling AI trade.

AMD Stock Has a New Bull. Here's Why Bank of America Sees More Upside

June growth strengthens expectations ahead of full earnings

Cathie Wood Unveils Major Portfolio Reset With SpaceX, Meta Buys and AMD Cuts

After shocking Wall Street with a huge earnings beat, Dell stock rocketed higher, lifting it toward a breakout.

Nvidia, AMD, Palantir, and Tesla are all riding the AI wave in 2026, but the gap between their valuations, momentum, and math needed to reach bold 2029 targets reveals which name deserves conviction and which requires a leap of faith.

Jim Cramer keeps pounding the table on one chip stock even as rivals flood the AI market with competing silicon. The reason he gives sounds almost too simple, but the financials suggest he has a point.

Cathie Wood's ARK Invest was extremely active last week, adding SpaceX and Meta, while selling AMD and Robinhood stock.

A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a much bigger risk lurking beneath a historic rally.

In recent days, Advanced Micro Devices has been caught in a broad pullback across semiconductor and AI-related stocks, as investor profit-taking, macro uncertainty, and sector-wide worries about rich valuations and future earnings weighed on chipmakers globally. While AMD-specific news such as ARK Invest trimming its position and growing concern over intense AI competition have added to bearish sentiment, the company’s fundamentals and AI roadmap remain unchanged, highlighting how wider...

After a historic run, the critical questions for NVIDIA are no longer about this quarter's numbers but where the next layers of growth will come from and if the company can actually execute on its breathtakingly complex roadmap.

Semiconductor Stocks Tumble as SK Hynix Weakness Ripples Through the Sector

(Updates with recent oil price movement, world markets' overview and corporate stock movements.)

This chip designer is on a powerful run fueled by real business quality, but its legacy market is hitting a rough patch. The question is whether the new engines can outpace the old drag.

Behind the chipmaker's soaring share price was an overlooked story: the quiet, powerful resurgence of its oldest and most dominant product.

Here is a way to collect an upfront income stream from one of the market's hottest stocks, which you keep no matter what, while lining up a chance to buy it at a serious discount if it ever pulls back.

MU's recent pullback follows record highs, but strong AI memory demand, upbeat guidance and estimate revisions highlight why the dip may attract investors.

Chip stocks moved lower on Monday after SK Hynix shares sank in Asia.

Chip stocks moved lower on Monday as shares of SK Hynix in Asia sank.

Advanced Micro Devices Inc. CEO Lisa Su once joked that her parents were almost disappointed when she chose the Massachusetts Institute of Technology because her mother had hoped she would become a concert pianist instead. Su Recalls Parents’ Exacting Standards...

The chip maker reports a 68% monthly sales jump, but investors are still questioning how long the AI spending boom can last.

SK Hynix stock lost its entire Nasdaq debut gain in Seoul; Wall Street braces for bank earnings and CPI data on Tuesday

The top threat for America's largest publicly traded company comes from within.

AI stocks are taking a beating as investors wonder how much longer Big Tech companies can maintain their aggressive spending plans.

Micron and Sandisk have climbed in the triple and quadruple digits, respectively, over the past year.

↘️ SK Hynix (KR:000660, SKHY): The chipmaker’s Korean shares sank more than 15%, its biggest one-day drop on record, as investors cashed out after its ADRs’ Nasdaq debut on Friday sparked a price rally.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 6, Bloomberg reported that Turing Inc. is being backed by AMD Ventures. Furthermore, it has started adopting Advanced Micro Devices, Inc. (NASDAQ:AMD)’s AI accelerators in its systems. To provide a brief background, AMD Ventures is the corporate venture […]

The company that builds the world's most advanced chips is about to tell investors how hot AI demand really is.