Financial News

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,” and then listed two numbers which appear to be the coordinates of the Taipei Music Center. Huang’s presentation is slated to begin on Monday at 11 a.m. Taipei time, which is Sunday at 11 p.m. U.S. Eastern Time.

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 what you need to know.

Computex 2026 kicks off on June 2.

An exchange-traded fund focused on riskier S&P 500 stocks is riding its best seven-day stretch in a year. The Invesco S&P 500 High Beta ETF, which offers exposure to some of the most volatile stocks in the S&P 500, is up another 1%.

South Korea’s KOSPI has gone from emerging-markets afterthought to the best major equity story of 2026, and the engine is sitting inside every advanced AI server on Earth. Samsung Electronics and SK Hynix produce the lion’s share of the world’s high-bandwidth memory (HBM), the stacked DRAM that NVIDIA, AMD, and the hyperscalers cannot build accelerators ... South Korea Is Up Nearly 96 Percent in 2026 and These 3 ETFs Let You Play the Chip Nation Story at Different Risk Levels

AMD CEO Lisa Su tells MIT graduates that knowing how to use the tools isn’t enough—and the impacts from AI are “actually our responsibilities.”

The Invesco S&P 500 Equal Weight ETF, which counts every S&P 500 stock as if they were the same size, is up just 2.7% this month. Instead, it’s been big gainers like Micron Technology, Intel, Sandisk, Advanced Micro Devices, and Dell Technologies that have helped lead the S&P 500.

Few stocks have captured AI infrastructure enthusiasm like AMD (NASDAQ:AMD), which has rallied 118.3% year to date and 322.28% over the past year. With Lisa Su’s data center franchise compounding at scale, the question is no longer whether AMD belongs in the AI conversation, but how much further the stock can run from here. Our ... Prediction: AMD’s Rapid Data Center Expansion Fuels Bullish Target

INTC rolls out Arc G-Series chips for handheld gamers, touting Arc B390 graphics, XeSS 3 boosts and battery efficiency as partners line up new devices.

Marvell Technology's AI chip demand is driving revenue growth, but gross margin remains under pressure as custom silicon costs rise and competition intensifies.

The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.

A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.

AMD and Micron are two of the hottest stocks in the market and continue to have more upside ahead.

Samsung Electronics said on Friday it has started shipping ‌samples of its latest high-bandwidth memory (HBM) ‌chip, or the 12-layer HBM4E, marking what it said ​was the industry's first shipment of such products. Samsung said the chip uses its latest ⁠1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's ‌efforts to strengthen its ​position in the next-generation ​AI memory market ​by proactively supplying samples of ‌its latest products.

Nvidia stock gains have been well behind the wider chip sector as investors watch the shifts in artificial-intelligence hardware.

The partnership gives Rocket One access to AMD cloud tools and AI development resources.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...

At $521.31, Advanced Micro Devices (NASDAQ:AMD) looks like a stock where the bullish setup still has room to run. The stock ripped roughly 25% in the week after Q1 earnings. Thus, Wall Street is still catching up to what the inference cycle means for the rare chipmaker selling both the CPU and the GPU at ... Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It

TSMC CEO pledges 30%+ staff bonuses as Q1 revenue hits $35.9 billion and AI demand surges. Here's why TSM stock looks like a long-term winner for investors.

NVIDIA (NASDAQ:NVDA) dominates 2026 financial television as the consensus AI play. But the trade quietly outrunning it belongs to a company whose CEO refuses to say the magic words. Apple (NASDAQ:AAPL) closed at $311, an all-time high on a split-adjusted basis, carrying a $4.57 trillion market cap, up 54% in one year. Tim Cook never ... Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply ‌shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks ‌that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent ​months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.

When one of Wall Street's most closely watched fund managers starts trimming a stock that's on a tear, investors take notice. Cathie Wood has been quietly but consistently reducing her firm's position in Advanced Micro Devices throughout May. That alone raises a question worth asking: What does she ...

Memory chips are the hottest play on artificial-intelligence hardware, and Micron Technology has been among the hottest stocks in the space. It has company in SK Hynix, the South Korean memory-chip maker, whose shares have also surged. Micron stock had an incredible day on Tuesday, when it surged 19% after UBS raised its price target on the stock to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.

Yahoo Finance Tech Editor Dan Howley joins Host Josh Lipton on Market Domination to break down the day’s leading tech stories, including SK Hynix (000660.KS) joining the Trillion-dollar club and Micron Technology (MU) impressive growth in 2026.

During Meta’s (NASDAQ:META) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity and increasing its spending, he said, “…we are increasing our infrastructure capex forecast for this year. Most of that is due to higher component costs, particularly memory ... Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

MU surged past a $1T valuation as AI-driven memory shortages boosted pricing power and HBM demand, with growth momentum still building.

The US stock market fell as AI chip leaders saw profit-taking and oil crashed 6% on a US-Iran Strait of Hormuz framework deal.

AMD's stock price is growing much faster than the company.

AMD's data center revenue surged 57% to $5.78B as EPYC and Instinct ramp; Helios/MI platforms fuel big AI ambitions amid fierce rivals.