Market context
Follow the story. See which markets it affects. Explore the context.
American Century Investments highlighted Intel in its Q2 2026 letter, citing strategic U.S. government backing, foundry support from fabless designers, and turnaround potential under new leadership. …
Stock futures edged higher despite oil crossing $100 per barrel. Semiconductor stocks slipped despite TSMC's record monthly revenue. Cooper Companies and American Eagle tumbled following disappointin…
Broadcom delivered exceptional quarterly results, with revenue jumping 85.5% year-over-year to $29.59 billion and diluted EPS soaring 215.3% to $2.68. Explosive growth was fueled by massive demand fo…
Semiconductor stocks surged Friday, led by names like Intel, AMD, and NVIDIA, outperforming the broader tech market. Despite a hot August jobs report lifting Federal Reserve rate-hike expectations, s…
Jefferies views Nvidia's acquisition of AI startup Hugging Face as a strategic move, enhancing its ecosystem reach and developer engagement, despite the deal being financially immaterial.
Nvidia (NVDA) shares surged 7% after reporting blowout earnings and issuing very strong long-term growth guidance. This optimism, coupled with strong earnings from Salesforce and Okta, boosted major …
SOXX ETF outperforms SMH due to diversified asset allocation among top chipmakers rather than heavy single-stock concentration. While SMH relies heavily on Nvidia, SOXX spreads capital across AMD, Br…
Ark Invest sold $3.6 million worth of AMD shares from its ARKW fund, continuing recent trims. Despite Ark's divestment, AMD gained 4.91%, buoyed by a Raymond James Strong Buy upgrade and projected CP…
A biographical profile highlights AMD CEO Lisa Su's disciplined upbringing and leadership approach, detailing how her background propelled AMD's massive turnaround and market valuation growth since t…
US equities and semiconductor stocks rallied ahead of Nvidia's earnings report as Treasury yields retreated. Falling yields and strong investor positioning lifted tech shares, while crude oil prices …
Nvidia shares dropped 2.9%, extending a seven-day losing streak ahead of high-stakes earnings. Broader tech indices weakened as investors cut AI exposure amid profitability concerns, while gold ralli…
AMD traded 0.5% lower in premarket action, tracking broader market declines rather than fundamental weakness. While near-term moving averages indicate pressure, long-term technicals remain bullish, M…
Nvidia dipped premarket amid broader semiconductor pressure from rising bond yields. However, Cathie Wood's ARK Invest bought 93,833 Nvidia shares ahead of earnings while trimming its stake in AMD, s…
NVIDIA shares traded virtually flat with a negligible decline of 0.07%, reflecting routine intraday consolidation without significant directional momentum.
Cathie Wood's ARK Invest bought Nvidia shares across five ETFs while trimming AMD positions. The buy follows Nvidia's $1.5 billion investment in SB Energy to secure power and Ohio data center capacit…
Cisco issued bullish FY2027 revenue guidance above estimates, citing strong AI networking demand, but shares fell on margin concerns despite beating Q4 estimates, signaling AI infrastructure spending…
S&P 500 hit record 7,783.90, up 0.5%, as soft PPI and jobless claims data cut September rate hike odds to 34%. Semiconductor and memory stocks led gains, while gold and energy declined on reduced hav…
AMD plans to raise up to $5B via bond sale to fund AI expansion, including Anthropic investment and debt repayment. Company projects strong server/data center growth, targeting share gains against Nv…
Nvidia stock shows bullish technical setup, trading above key moving averages, buoyed by $500B AI infrastructure financing deal, open-weight AI model launch, and optimism from Anthropic's potential $…
S&P 500 hit a record amid AI-driven momentum in chip and tech stocks. Investors await PPI data, which could influence Fed rate decisions after recent tame inflation readings.