Advanced Micro Devices
Yahoo Finance • 3 hours ago
Bank of America resets Marvell stock price target after earnings
Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday... Full story
Yahoo Finance • 3 hours ago
Jim Cramer Discusses Missing the Massive Sandisk and Peers Rally
Sandisk Corporation (NASDAQ:SNDK) was among the stocks Jim Cramer discussed in this changing market. Cramer mentioned the stock during the episode and said: Look, there’s just too much opportunity out there to hold on to stocks that refus... Full story
Yahoo Finance • 3 hours ago
Jim Cramer Explains How He Ignored the Past Price to Score a Huge Win in Arm Holdings
Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted the stock’s growth after he purchased it for the Charitable Trust, as he commented: Same goes for Arm Holdings. The chip d... Full story
Yahoo Finance • 4 hours ago
History Says the S&P 500’s 9-Week Rally Is Rare. It May Be Even Rarer Than You Think
Quick Read Micron (MU), Intel (INTC), and Advanced Micro Devices (AMD) have surged 201%, 178%, and 163% respectively since March 30, vastly outpacing the S&P 500’s 19.5% gain as technology stocks drive the index higher while most other se... Full story
Yahoo Finance • 4 hours ago
Prediction: After Micron and AMD, This Will Be the Next Tech Stock to Join the $1 Trillion Club
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps. There are 11 companies with market caps over $1 trillion, and five of them are U.S. te... Full story
Yahoo Finance • 4 hours ago
Broadcom Deepens AI Infrastructure Role With US$36b Deal And FuriosaAI Pact
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom (NasdaqGS:AVGO) is backing a record US$36b AI infrastructure financing tied to Anthropic and Google, acting as a payment... Full story
Yahoo Finance • 5 hours ago
Prediction: Nvidia Stock Is Going to $400 Within 1 Year
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in comparison to the 164% spike in the PHLX Semiconductor Sector index over the same period. I think that th... Full story
- NVDA
Mentioned:
Yahoo Finance • 8 hours ago
This Under-the-Radar Top Tech Investor Has 40% of His Portfolio in These 4 AI Stocks
Key Points Taiwan Semiconductor Manufacturing will be a winner regardless of which chip designers come out on top. Nvidia and AMD are designing hardware for the inference and agentic AI markets. Broadcom has huge opportunities ahead as a... Full story
Yahoo Finance • 12 hours ago
Strait of Hormuz carries more than oil, handling 20% of global data flows
Investing.com -- The Strait of Hormuz has emerged as a potential vulnerability for global internet infrastructure, with threats to undersea fiber-optic cables raising concerns among major technology companies and investors, according to a... Full story
Yahoo Finance • 21 hours ago
Nvidia Dropped a Cryptic Clue About Its Next Big Move Ahead of GTC Event
Nvidia on Friday posted a cryptic social media post that seemed to give credence to rumors that the company will make a chip for Windows PCs and announce it at the chipmaker’s GTC Taipei convention next week. The post read “A new era of PC... Full story
Yahoo Finance • 21 hours ago
Could These Be the Smartest Stocks to Buy After Taking Profits on AMD and Micron?
In this video, I will explain why I took profits on Micron and AMD and why I'm looking into Axon, Reddit, and Shopify. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used w... Full story
Yahoo Finance • 22 hours ago
Nvidia, AMD, & other chip names in focus at Computex 2026
Artificial intelligence (AI) exhibition, Computex, is kicking off in Taipei on Jun. 2, with names like Nvidia (NVDA), AMD (AMD), Intel (INTC), and Qualcomm (QCOM) taking center stage. Yahoo Finance Technology Editor Dan Howley explains wha... Full story
Yahoo Finance • 23 hours ago
The CEOs of the world's biggest chip companies are descending on Taiwan next week
The world’s chip giants will descend on Taiwan for the annual Computex Taipei conference next week. The gathering, which runs from June 2 through June 5, will likely feature a number of product announcements and industry updates from the l... Full story
Yahoo Finance • yesterday
AMD Takes Quieter China Path
This article first appeared on GuruFocus. Advanced Micro Devices (AMD, Financials) is taking a quieter approach in China than Nvidia, but that does not mean the market is any less important. Warning! GuruFocus has detected 9 Warning Sign... Full story
- NVDA
Mentioned:
Yahoo Finance • yesterday
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
Quick Read iShares Semiconductor ETF (SOXX) tracks 30 U.S.-listed chip stocks with a 0.34% expense ratio and returned 87% year-to-date by capturing broad supplier exposure to the AI capex cycle; VanEck Semiconductor ETF (SMH) concentrates... Full story
Yahoo Finance • yesterday
AMD Could Be the Biggest Winner in the Next AI Battle
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) could be one of the clearest beneficiaries of the next phase of AI spending, Wolfe Research said in a note that argued agentic AI will lift demand for server CP... Full story
Yahoo Finance • yesterday
Social Buzz: Wallstreetbets Stocks Mostly Advancing Premarket Friday; Dell Technologies, Super Micro Computer to Open Higher
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premiu... Full story
Yahoo Finance • yesterday
Samsung ships faster HBM4E chip samples to customers; shares jump
STORY: Samsung Electronics made a big move in the AI chip race on Friday.It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers.It pulls the South Korean tech giant ahead of rivals as they co... Full story
Yahoo Finance • yesterday
Analysis-In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazz
By Eduardo Baptista and Liam Mo BEIJING, May 29 (Reuters) - When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang, who drew crowds in the centre of the capital a... Full story
- NVDA
Mentioned:
Yahoo Finance • 2 days ago
ByteDance joins tech peers in building custom CPUs for AI inference, Reuters reports
[ByteDance Singapore] Chinese technology giant ByteDance (BDNCE [https://seekingalpha.com/symbol/BDNCE]) is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, as surging chip prices and pr... Full story