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A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...

Corsair Gaming (CRSR) stepped into the spotlight at the AMD Advancing AI 2026 conference in San Francisco on July 22, 2026, showcasing its role in AI focused gaming and creator hardware. See our latest analysis for Corsair Gaming. Against this backdrop, Corsair Gaming’s share price has gathered pace with a 52.44% 3 month share price return and a 76.25% year to date share price return, while the 3 year total shareholder return has declined 35.66%. This indicates recent momentum after a tougher...

Bitcoin (CRYPTO: $BTC) is pacing for a roughly 5% gain in July, although the largest cryptocurrency remains largely...

The stock market bounced but hasn't taken this step while a key risk is growing. SpaceX, AMD, Sandisk, Eli Lilly earnings loom.

The Standard & Poor's 500 index rose 1.1% this week as hyperscalers showed the mega spend on the art

AMD’s latest quarterly results are set to be released Tuesday afternoon, with traders anticipating a big move from the chipmaker’s stock.

Amazon's additional data-center investment supported AI-chip demand, although AMD surrendered most of its earlier advance.

Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool.

Nvidia (NASDAQ:NVDA) dropped nearly 4% on July 29, its third sharp pullback in a week, and now trades well off its 52 week high. That sounds bad, but the sell off has pushed Nvidia’s valuation to its lowest since 2019, even as the company posted a record quarter. The gap between a cheaper stock and […]

There's a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn't get told as often is what actually happens when all that infrastructure starts getting used. That's the part Lisa Su was talking about on July 24 ...

Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

AMD stock keeps its latest pullback contained compared with many other chip stocks as its second-quarter earnings report looms large.

The business management once framed around a cyclical bottom is still growing, but it now gets a paragraph while artificial intelligence gets the company.

Just over half of revenue still leans on a shrinking handset market, and the businesses meant to replace it do not reach their targeted scale for years.

AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a handful of AI commitments that Wall Street may not be pricing correctly.

Marvell Technology (NASDAQ:MRVL) currently trades at $183.30, while Wall Street’s average 12-month price target sits at $256.91. That leaves the stock roughly 40% below where analysts think it should be, and the Street-high target implies more than double that gap. Marvell is one of two dominant custom AI silicon designers. Data center now accounts for ... Marvell Down Huge This Month: The Pros See 120% Returns in 12 Months

Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works.

Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.

Focus on the long game.

AMD nearly breached this level a few weeks ago, but has sold off.

The sticker shock on AMD’s valuation fades once you look two years out, but the discount hinges on an aggressive growth story that deserves a closer look.

(Updates with market moves at the end of the day.) The Nasdaq Composite surged Thursday, reboundi

Server chips could become an overlooked growth engine