Financial News

Is it too late to jump on the bandwagon?

Vivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Squawk Box' to discuss the state of the chips sector, Nvidia's quarterly results, and more.

These are the stocks posting the largest moves premarket.

While Jensen Huang said the chip giant had "conceded" the China market, Nvidia reported another blockbuster quarter on Wednesday.

As the AI trade broadens, investors rotate from Taiwan Semiconductor to emerging winners like MediaTek and Samsung.

Check out the companies making headlines yesterday:

OpenAI will soon file confidentially to go public. Here's what it means for investors.

-Reuters

Advanced ‌Micro Devices ‌CEO Lisa ​Su said on Friday in Taipei ‌that ⁠the company was asking ⁠its partners to ​ramp ​up ​production given ‌strong demand for AI. AMD is a major customer ‌of ​TSMC, ​the ​world's ‌largest contract chipmaker. (Reporting ​by ​Wen-Yee Lee; Writing ​by ‌Ben Blanchard; Editing ​by Jacqueline ​Wong)

Global markets rally as investors continue to price in Middle East de-escalation.

Nvidia delivered record data center revenues and robust free cash flow. Click here to see why NVDA stock is a Buy.

Nvidia sits at the absolute peak of its operational power, shielded by its massive CUDA moat, but the macroeconomic and competitive tides are turning.

Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, ‌Amkor said on Thursday. Earlier this week, Amkor said it ‌had secured 67 additional acres of land in Arizona next to a 104-acre ​parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and ‌those packaging steps have ⁠become a key bottleneck in chip production.

Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...

Shares of Intel (NASDAQ:INTC) are trading near $119 in Thursday afternoon action, essentially flat on the session, while Advanced Micro Devices (NASDAQ:AMD) stock hovers near $446, down only slightly. The headline today isn’t the tape; it’s the scoreboard year-to-date. Intel stock has returned 222% in 2026 so far, roughly twice AMD stock’s 108% gain. That’s ... Intel Has Doubled AMD’s 2026 Gains. Is It Time to Rebalance Your Chip Stocks?

Curious about the most active S&P500 stocks in today's session? Get insights into the stocks that are leading the way in terms of trading volume and market attention.

AMD is expanding Taiwan partnerships and packaging capacity as AI infrastructure demand rises.

Intuitive Surgical’s da Vinci 5 surgical platform, which began shipping in earnest on April 1, 2026, runs on 10,000 times the computing power of the da Vinci Xi and was co-engineered with NVIDIA’s Isaac platform. That is a working hospital robot, on the floor, today, that needed an AI compute stack nobody had five years ... Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out

Nvidia Corporation’s Q1 FY27 beat and raised guidance keep upside intact. Click for this updated look at NVDA stock following the latest earnings release.

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the […]

AMD (NASDAQ: AMD) has a 24/7 Wall St. price target of $600 over the next 12 months, with the stock currently trading at $447.58. That implies roughly roughly 34% upside, and we are rating the shares buy with high confidence. AMD now combines a hyperscaler-anchored AI roadmap, an inflecting CPU franchise, and guidance that just ... Will AMD Stock Reach $600 This Year? The Answer May Not Surprise You

https://www.reuters.com/world/asia-pacific/amkor-working-with-amd-advanced-packaging-after-acquiring-more-land-arizona-2026-05-21/

Investment targets advanced packaging and rack-scale AI systems

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

QCOM's Snapdragon X Elite/Plus chips bring power efficiency and NPUs as Dell, HP, Lenovo and Microsoft roll out AI PCs.

Nvidia (NVDA) delivered a clean Q1 beat and raise on all metrics, and its expected ramp of its Vera

Nvidia CEO Jensen Huang declares AI boom has 'gone parabolic' with demand for compute as a direct driver of revenue.

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Switchyard Partners founder Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects in data centers. The initiative targets reliability, scalability, and faster deployment of hyperscale AI infrastructure. Oracle enters this standards effort with NYSE:ORCL trading at around $188.16 and a 1 year return of 20.9%. Over 3...

Micron's AI memory surge is driving record results, while its lower P/E multiple than Advanced Micro Devices' makes it a better investment choice.