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Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

Rapid technological advancements are about to kick-start a period of economic growth that will make higher borrowing costs irrelevant, the ARK Invest CEO said on Monday, in a weekly newsletter. Chip and memory stocks were sliding in premarket trading, having helped power the Nasdaq Composite to a record high the previous session. Advanced Micro Devices declined 0.5%, after the chip maker topped a $1 trillion valuation for the first time ever on Monday.

By Amanda Cooper LONDON, Sept 22 (Reuters) - Technology shares got a boost from a resurgence of optimism over AI on Tuesday, while the broader equity market struggled to make much headway as oil rose

It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.

Shares of AMD, Arm and Intel all jumped as optimism over growing demand for CPUs sent chip stocks higher.

Stocks have largely powered through a wall of worry this month, though rising bond yields, geopolitical risk in the Middle East, and AI jitters have given investors reason to pause

By Wayne Cole SYDNEY, Sept 21 (Reuters) - Share markets edged higher in Asia on Monday as AI's insatiable demand for data buoyed chipmakers, and oil eased as hopes Saudi Arabia could boost supplies

The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys.

Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.

The S&P 500 fell on the Fed rate hike and hawkish Warsh comments, But AMD, Bloom Energy flirted with buy signals.

By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities

Investing.com -- Advanced Micro Devices shares jumped roughly 7% on Tuesday after management outlined an aggressive artificial-intelligence growth strategy at the Citi Global TMT Conference, anchored by a new $2 trillion total addressable market estimate by 2030. At the core of AMD’s thesis is a pivotal shift in the AI landscape. Computing demand is rapidly transitioning from training large AI models to executing them—a process known as inference. According to Citi’s summary of the event, AMD ma

Both companies are delivering impressive revenue growth.

A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of tech behind.

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

Investing.com - U.S. stock futures pointed higher on Tuesday, as investors looked ahead to key inflation data and Nvidia’s quarterly results later this week for fresh clues on the outlook for interest rates and the artificial intelligence trade.

Raymond James upgraded AMD stock to ‘Strong Buy’ from ‘Outperform’ and raised the price target to $641 from $565.

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

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

Alphabet's SpaceX Gamble Pays Off Big as Stake Hits $94B After IPO

Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...

The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.