Financial News

The AI boom has turned semiconductors into geopolitical bargaining chips. One minute, Washington is tightening export controls. The next, trade delegations are back in Beijing trying to reopen markets worth tens of billions of dollars. For investors, the bigger question is simple: Which company actually benefits when the political theater ends? President Donald Trump’s recent ... President Trump Pushed for Nvidia China Deal — but It’s AMD’s Chips Beijing Wants

Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Wafer Iteration and Partner-Led Commercialization Support Photonic Quantum Roadmap Key Takeaways: XNDU’s first public-company quarter reinforced roadmap execution, with revenue increasing 4x y/y to $2.8 million. Post-SPAC proceeds, Project OPTIMISM, DARPA, and a planned $300 million ATM expand flexibility for faster wafer iteration. Partnerships with AMD, […]

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.

Advanced Micro Devices (NasdaqGS:AMD) has taken a new equity stake in Marvell Technology. The move links AMD more closely to Marvell's silicon photonics and AI data center interconnect platforms. This step is aimed at supporting a broader AI data center infrastructure ecosystem around AMD's AI products. For investors watching NasdaqGS:AMD, this equity stake follows a sharp run in the stock, with shares at $420.99 and up 88.4% year to date and 266.9% over the past year. The stock has seen a...

The chip maker's losing streak is probably starting to irk investors. But it isn’t time to worry.

CNBC's TechCheck brings you the latest in tech news from CNBC's 1 Market in the heart of San Francisco.

Walk through a typical retail brokerage account in 2026 and the AI sleeve looks like a teenager’s bedroom. A little NVIDIA (NASDAQ:NVDA), a little Palantir (NASDAQ:PLTR), a few “AI-adjacent” small caps somebody mentioned on a podcast, maybe a thematic fund bought because the ticker sounded clever. The Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is the cleanest case ... This AI ETF Shows Why Your AI Portfolio Isn’t Making You Money

Investors will watch inference demand, supply constraints and margins.

Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead

Shares of Advanced Micro Devices (NASDAQ:AMD) are trading near $396 in early action Tuesday. The move caps a stunning run that has the AI chip designer up 50% over the past month and 97.5% year to date. The rally, fueled by a blockbuster Q1 2026 report and a parade of hyperscaler deals, has investors asking ... AMD Just Rallied 50% In a Month: What Could Push the Stock to $500 Per Share?

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

U.S. stocks slip Tuesday as the 30-year yield surged to an 19-year high near 5.2% and chipmakers tumbled, while oil held above $103 on the Iran impasse.

CNBC's Kelly Evans discusses Nvidia's stock performance ahead of its earnings report with Jay Goldberg of Seaport Research Partners.

A hedge fund launched by former OpenAI (OPENAI) researcher Leopold Aschenbrenner has placed sizable bearish bets against Nvidia (NVDA) and other leading AI chip stocks.

The question on every Advanced Micro Devices (NASDAQ:AMD) shareholder’s mind is whether the stock can stretch from the low $400s to $500 before year-end. After running the numbers through our proprietary model, the answer is a qualified yes. Our 24/7 Wall St. price target for AMD is $505.08 over the next 12 months, implying 19.98% ... Will AMD Stock Hit $500 This Year?

Bank of America’s May Global Fund Manager Survey landed this week with a finding that should give every semiconductor bull pause. A record 73% of professional investors now call “long global semiconductors” the most crowded trade on the planet, up from 24% in April, the steepest one-month jump on record in the survey’s history of tracked positioning. Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and Intel Corp. (NASDAQ:INTC) anchor that crowd

Chip stocks are tanking as Treasury yields rise amid inflation.

The chip maker's losing streak is probably starting to irk investors. But it isn’t time to worry.

Cerebras offers a bold alternative to traditional AI chips, but CBRS stock’s explosive debut raises valuation concerns.

Chamath Palihapitiya calls out the rising cost of LLM tokens. Here are some stocks could benefit from the compute shortage.

Expanding AI and computing demand could drive long-term CPU market growth.

Why Citi Thinks AMD is a Key Winner in the AI CPU Race

AMD shows strong AI-driven growth after FQ1’26 beat, but a steep rally has pushed valuation to 57.6x P/E.

With earnings set for May 20th after the market close, implied volatility on NVDA stock is through the roof. Implied volatility is sitting at 77% compared to a twelve-month low of 31.73%.

With a one-month return of 337.59%, Rackspace Technology, Inc. (NASDAQ:RXT) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds. On May 12, BMO Capital raised its price target on Rackspace Technology, Inc. (NASDAQ:RXT) to $5 from $2 while maintaining a Market Perform rating following the company’s first-quarter results. According to the analyst, […]

Amazon and AMD each have stakes in Marvell Technology, driving increased interest from Wall Street and investors.

Wall Street analysts updated ratings for top stocks. Guggenheim lowered price target for Elastic, Morgan Stanley raised price target for Harley-Davidson.

The AI-fueled stock market rally faces risks from surging rates, inflation, and extreme tech valuations. Read the full analysis here.