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AMD Wins Fresh AI Vote of Confidence as Top Analysts Lift Price Targets

Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly controls the missing piece keeps landing the biggest hyperscaler contracts in the industry.

Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after a $4.5 billion inventory charge.

Amex recently reported its 2026 second-quarter earnings.

Nvidia CEO Jensen Huang thinks the artificial intelligence revolution is a wellspring of new jobs, rather than a labor market grim reaper set to bring on the employment apocalypse .

All three dividend heavyweights crushed Q2 estimates on the same morning, yet the market punished one of them with a brutal selloff. The diverging reactions reveal something important about where value actually sits right now.

Are Sandisk investors misreading the latest semiconductor news?

Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from its recent peak, leaving investors to decide whether this is a second chance or a warning sign.

Jensen Huang is publicly championing open AI models, and his argument sounds principled until you follow the money to see exactly who profits when AI spreads to every corner of the globe, including America's rivals.

Investors continue to worry about the company's vulnerability to AI disruption.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang posted on X for the first time on Friday, sharing a multi-company letter that defends open-weight AI models as essential to US technology leadership. Huang, who joined the platform last month but had not posted until now, used his debut...

OpenAI president Greg Brockman says AI-driven computing constraints will last for the foreseeable future.

The Fed has a dual mandate, but it seems pretty clear that it's only focused on inflation right now.

While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.

Tesla just shed 18% in a week after a earnings report that broke nearly every metric bulls were counting on, and now the question is whether the dip is a rare opportunity or a value trap disguised as a discount.

Are Micron investors misreading the latest semiconductor news?

NextEra Energy reported another strong quarter.

Rising competition from artificial intelligence continues to weigh on Figma's shares.

The quick answer? Not necessarily.

A name that's often ignored by investors due to its limited historic growth is evolving into a solid income-growth prospect.

The company delivered a mixed earnings report, but the sell-off looks like an overreaction.

Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.

IonQ has the most accurate quantum computing technology.

American Express (NYSE:AXP) stock is sliding Friday morning, trading at $320.55 and down 6% after the card issuer reported a Q2 2026 beat that traders opted to fade. The reaction hit within an hour of the 8:30 a.m. ET 8-K Form, pulling American Express stock down from a prior close of $340.84. The drop extends ... American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady

As oil prices rise again, so will Oxy's stock.

It's spending $8 billion in cash and stock on its latest acquisition.

These three energy companies are on different paths to reward shareholders, but all are well-positioned right now.

ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something about that gap does not add up.

AGNC Investment has a large, focused investment portfolio.

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.