U.S. stocks rose with the S&P 500 nearing a record high after oil prices fell due to eased tensions in the Strait of Hormuz, reducing inflation concerns. Intel surged 14% to an all-time high on reports that Apple is negotiating with Intel and Samsung to shift chip manufacturing to the U.S., signaling a major supply chain change. Despite strong revenue growth, Palantir shares dipped as investors took profits. The market remains sensitive to oil price movements and earnings reports, with the S&P 500 poised to test new highs if momentum continues.
AMD reported a strong Q1 2026 driven by its Instinct GPUs and EPYC processors, with Data Center revenue up 57% YoY to $5.78 billion, lifting total revenue to $10.25 billion and non-GAAP EPS to $1.37. CEO Lisa Su highlighted accelerating AI infrastruc...
Chip stocks like Nvidia, Broadcom, and Intel rose over 2% amid optimism from a tentative peace deal with Iran and increased semiconductor demand fueled by geopolitical tensions over AI development. Qualcomm and Marvell Technology saw even larger gain...
Chip stocks led a broad market rally on June 15, with AMD shares jumping 8% to a record near $558, pushing its market cap above $900 billion. The surge follows AMD's launch of the Ryzen AI Halo platform, priced competitively against NVIDIA's DGX Spar...
Intel shares surged 8% intraday, reaching near $127 and outperforming peers AMD and NVIDIA. Year-to-date, Intel's stock has soared 237%, driven by strong revenue growth in data center and AI segments, despite no single news catalyst today. Analysts r...
The current AI investment wave is compared to the transformative internet buildout of the 1990s, with broad market exposure and risks of speculative bubbles. Vistra Energy is highlighted as an attractive investment, trading at a low forward earnings ...
