Semi Mania Backtracks On OpenAI Missing Targets; Oil Rises Awaiting Trump; UAE Quits OPEC

Pressure From Oil

What Is Going On With Arm Holdings Stock On Tuesday?

Arm Holdings (ARM) shares tumble over 8% as reports of OpenAI missing revenue targets spark fears of a cooling AI spending cycle.

Cramer Calls OpenAI Report A 'Hitjob' As AI Stocks Sink

Cramer calls the WSJ report on OpenAI a well-timed "hitjob" as AI-tied stocks slide.

What Is Going On With AMD Stock On Tuesday?

AMD shares slide over 5% as reports of slowing growth at OpenAI spark fears of an AI spending pullback. See why enterprise AI adoption and "edge" computing remain long-term bullish drivers ahead of AMD's May 5 earnings report.

Nvidia Shares Fall Amid Broader Chip Stock Selloff Linked to OpenAI Concerns

NVIDIA Corp (NASDAQ:NVDA) shares are falling Tuesday along with semis after OpenAI reportedly missed internal revenue and growth projections.

Nvidia, AMD, Broadcom Stocks Just Hit A Wall After A Wild Month‑Long Run

Nvidia, AMD and Broadcom slip as SOXX's near 50% rally since March cools, with pre-market weakness signaling profit-taking in chip stocks.

What Is Going On With Micron Stock On Tuesday

Micron (MU) shares slide 4% as reports of OpenAI missing revenue targets spark fears of an AI spending slowdown. See why analysts still predict 41% upside and a $700 price target as memory demand remains in its "early innings".

Investigating Advanced Micro Devices's Standing In Semiconductors & Semiconductor Equipment Industry Compared To Competitors

Michael Burry Just Did Another 'Big Short' — As Historic Chip Stock Rally Finally Snaps

Michael Burry disclosed January 2027 puts on SOXX struck at $330. The chip ETF snapped its longest-ever rally — and 7 constituents report earnings this week.

This AMD Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Top Wall Street analysts changed outlook on Adobe, AMD, Campbell's, Lineage, and WR Berkley. See analyst ratings page. AMD stock: what analysts think.

Northland Capital Markets Downgrades Advanced Micro Devices to Market Perform, Announces $260 Price Target

Northland Capital Markets analyst Gus Richard downgrades Advanced Micro Devices (NASDAQ:AMD) from Outperform to Market Perform and announces $260 price target.

Comparing Advanced Micro Devices With Industry Competitors In Semiconductors & Semiconductor Equipment Industry

Intel, Advanced Micro, And Texas Instruments Are Among Top 10 Large-Cap Gainers Last Week (April 20-April 24): Are the Others in Your Portfolio?

Large-cap stocks surged last week, driven by semiconductor strength and earnings-fueled optimism across sectors.

Nvidia Tops $5 Trillion Market Cap As AI Boom Lifts Intel, AMD And Chip Stocks: 'Own It, Don't Trade It,' Says Jim Cramer

Nvidia surged past a $5 trillion valuation as AI-driven demand and strong Intel earnings fueled a broad semiconductor rally.

Nasdaq 100 Hits Best 4-Week Rally Since 2020 As Chips Notch Record Streak: The Week On Wall Street

Nasdaq 100 rallied 18% over four weeks, its best run since April 2020. Intel posts best month ever, SOXX logs longest winning streak.

The Chip Stock Rally That Broke History: SOXX Notches Record 17-Day Win Streak

The Philadelphia Semiconductor Index has logged 17 consecutive green trading sessions, sending ETFs like SOXX, SOXL and SMH flying.

Two Markets In One—Chips And Oil Are Fighting

Intel ripped higher after a Q1 beat, semis stretched their record win streak, Brent held above $104. The market is telling you two different things.

10 Information Technology Stocks Whale Activity In Today's Session

Nasdaq 100 Marks Fresh Records, Intel Jumps 23% On AI Chip Mania: Stock Market Today

Nasdaq 100 hit a fresh record as Intel surged 23% on a blowout quarter, while Charter Communications cratered and WTI sank 2% on Iran talks.

Intel, Micron, AMD: 5 Dot-Com-Era Red Flags Just Reappeared In The Market

Five semiconductor signals just fired together for the first time since the dot-com bubble. Every stock on the list is already above consensus targets.

Is Intel The Next Nvidia As Agentic AI Increases CPU Demand; Oil Storage Crunch May Force Iran To Strike Deal

Increased CPU Demand

Jim Cramer Says Intel Stock Is So Hot 'EVERYONE Will Have To Go To A Buy'

Jim Cramer says "EVERYONE will have to go to a buy" on Intel, citing strong AI CPU demand and a sharp shift in the company's narrative.

Sensient Technologies, Chemed, AMD, Arm And Other Big Stocks Moving Higher On Friday

U.S. stocks mixed with Dow down 150 pts. Sensient Technologies Corp (NYSE:SXT) shares up 15.8% after beating earnings estimates. Other big gainers include Maxlinear Inc (NASDAQ:MXL), Intel Corp (NASDAQ:INTC), and AppFolio Inc (NASDAQ:APPF).

This Southwest Airlines Analyst Is No Longer Bearish; Here Are Top 4 Upgrades For Friday

Top Wall Street analysts changed outlook on top stocks. See all changes on our analyst ratings page. Check out what analysts say about LUV stock.

AMD Stock Tests Resistance As Intel Beat Sparks Sector Rally

Advanced Micro Devices Inc. (NASDAQ:AMD) shares are trading higher Friday amid sympathy with Intel after its first-quarter results.

DA Davidson Upgrades Advanced Micro Devices to Buy, Raises Price Target to $375

DA Davidson analyst Gil Luria upgrades Advanced Micro Devices (NASDAQ:AMD) from Neutral to Buy and raises the price target from $220 to $375.

Market Analysis: Advanced Micro Devices And Competitors In Semiconductors & Semiconductor Equipment Industry

Intel Stock Soars Nearly 20% Overnight As Jim Cramer Says 'Paranoid' INTC Is Back, Gene Munster Notes AI Boom Still Early

Intel surged nearly 20% after hours following a strong earnings beat, with bullish commentary from Jim Cramer and Gene Munster and others.

Intel, AMD, Palantir, Skillz Inc. And Lucid Group: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed Thursday lower, with the Dow Jones Industrial Average falling 0.36% to 49,310.32.

AMD, Arm Stocks Ride Intel's Coattails After Blowout Q1 Report

AMD and Arm are moving higher in sympathy with Intel after it released a blowout Q1 earnings report.

Cramer Names 'The Stocks That Got Away' — SanDisk Is Number 1

Jim Cramer names stocks that he regrets not buying, with SanDisk at the top of the list.

10 Information Technology Stocks Whale Activity In Today's Session

Move Over, Nvidia: Why Jim Cramer Says the AI Boom Is Finally Hitting Intel

Intel (INTC) shares surge 4% as Elon Musk confirms Tesla will tap Intel's next-gen 14A process for its AI "Terafab". Discover why Jim Cramer says the AI bottleneck has shifted to CPUs, making Intel a key beneficiary alongside Nvidia.

Intel Earnings Prediction Market Preview: What Will Lip-Bu Tan Say?

Intel reports Q1 earnings tonight after an 78% 2026 rally. Kalshi and Polymarket traders are pricing which words Lip-Bu Tan says on the call.

Jim Cramer Reveals Trick That Could Change How You Buy High-Flying Stocks— 'Would It Really Kill You...'

Jim Cramer urges paying up for quality stocks in hot markets, using a simple trick to stay disciplined and avoid missing gains.

ARM Stock Hits All-Time High: What's Really Driving Wednesday's Surge?

ARM stock hits record highs Wednesday following Rene Haas's appointment as CEO of SoftBank Group International.

Why Super Micro Computer Shares Are Climbing On Wednesday?

Super Micro Computer Inc (NASDAQ: SMCI) shares trade higher Wednesday amid a broader tech recovery and improved market sentiment.

Nasdaq 100 Tops Records As Iran Ceasefire Extends, GE Vernova Soars 13%: Stock Market Today

Tech stocks brushed new record highs during midday Wednesday, as a fresh wave of blockbuster corporate earnings propelled mega-cap technology and speculative names higher.

Why Is AMD Stock Surging On Wednesday?

AMD stock surges to record highs as Stifel raises its price target to $320. Analysts highlight sector imbalances and massive AI computing needs.

Something Historic Is Happening In Chip ETFs: SOXX And SMH Shatter Records

SOXX is up 27% in April, its best month ever. Record $5.45B in combined inflows pour into SOXX and SMH as Hormuz ceasefire unleashes chip rally.

AMD Stock Surges: Why AI Demand Is Fueling A Massive Run

AMD (AMD) shares surge over 2% as AI computing demand continues to outpace supply. With a critical earnings report set for May 5, 2026, and analysts targeting $320, see why technicals show bulls are still in control.

Silicon Surge: Why Intel Is Beating The Odds As Big Tech Rotates Into AI

Intel (INTC) shares surge 256% over the past year as investors rotate into AI supply chain winners.

Jim Cramer Says 'This Is Not A Circular Deal' As Amazon, Anthropic Lock In Massive $100 Billion AI Pact: 'Isn't It Possible That Everyone Wins?'

Jim Cramer defended the $100 billion Amazon–Anthropic AI partnership, arguing it is not a "circular deal" despite broader concerns.

Semiconductors Look Dangerously Overheated After Massive Run: Analyst

After a 13-day NASDAQ rally, BTIG's Jonathan Krinsky analyzes market risks and shares where to find better risk-reward opportunities today.

The Meta-Broadcom AI Chip Deal: A Shift From Nvidia Dependence, Not Displacement

Stifel Maintains Buy on Advanced Micro Devices, Raises Price Target to $320

Stifel analyst Ruben Roy maintains Advanced Micro Devices (NASDAQ:AMD) with a Buy and raises the price target from $280 to $320.

Chip Stocks Show Diverging Trends, Says Analyst

Surging AI demand is driving chip stocks, but imbalances remain. Bernstein analyst Stacy Rasgon weighs in on the sector's divergence.

Consumer Tech News (April 13-17): Amazon Buys Globalstar, Snap Cuts Jobs & More

AI momentum continues as AMD, TSMC, and Broadcom announce major expansion and semiconductor partnerships.

10 Information Technology Stocks With Whale Alerts In Today's Session

AMD Hits New Highs As Semi Stocks Rally

AMD Stock Is In Blue Sky Territory — Charts Say Don't Chase It

AMD stock traded near $278 on Friday, capping a vertical run that's added more than 30% year-to-date. 

OpenAI's $20 Billion Deal Sets Up Second Most Likely IPO After SpaceX: What Do Prediction Markets Say?

Polymarket traders are pricing Cerebras as the second most likely company to IPO this year after OpenAI's $20 billion chip deal. Here's the accounting trick.

Blockchain Company Myseum Join AMD AI Developer Network

MYSE shares drop despite positive AI development news involving AMD's developer program and advanced technology access.

AMD Eyes New Highs As Meta, OpenAI Fuel Massive 2026 Chip Surge

Wolfe Research maintains an "Outperform" rating on AMD as Meta and OpenAI drive massive server chip demand.

These 10 Stocks Rose Over 40% Since Trump's Ceasefire Claims: One Hasn't Done This Since 2005

These stocks won big: AMD logged its longest win streak since 2005. Bloom Energy hit a record high. SanDisk surged 60%.

Taiwan Semiconductor Dominates AI Supply Chain, Even Shortages May Not Slow It Down: Analyst

Taiwan Semiconductor 2nm chip shift impacts Nvidia, Apple & AMD. Expert breaks down demand, $30k wafer pricing, and the 2026 margin outlook.

Netflix, AMD, Navitas Semiconductor, Abbott Labs, And Nio: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed higher on Thursday, with the Dow Jones Industrial Average up 0.2% at 48,578.72.

AMD Rips Higher As TSMC's Blowout Guide Lights Up The Stock

AMD stock is ripping higher following TSMC's blowout report and a price target raise from Bernstein.

Allbirds' AI Pivot Signals GPU Fever—And Why ETFs Are Already Positioned For It

Allbirds' AI pivot and a 600% single-day stock gain highlights soaring demand for compute power, while chip and AI ETFs stay tied to the core drivers.

Cathie Wood Slams The Brakes — Ark Invest Sits Out As S&P 500 Smashes Records

Ark Invest made no trades in its six main ETFs for two straight days, a rare feat. Here's how the ETFs are performing in 2026.

AMD Anchors France's AI Strategy With Exascale Supercomputer Partnership

AMD (AMD) signs a landmark AI partnership with the French government and secures a multi-billion dollar Meta deal. Analysts raise targets as the stock holds near 52-week highs.

Bernstein Maintains Market Perform on Advanced Micro Devices, Raises Price Target to $265

Bernstein analyst Stacy Rasgon maintains Advanced Micro Devices (NASDAQ:AMD) with a Market Perform and raises the price target from $235 to $265.

Nvidia, AMD Could Ride 80% Earnings Explosion BlackRock Just Flagged

BlackRock expects an 80% jump in semiconductor earnings in 2026. But the Strait of Hormuz shutdown doesn't bode well for this forecast.

10 Information Technology Stocks Whale Activity In Today's Session

Taiwan Semiconductor Manufacturing Q1 Preview: What Could 12th Straight Double Beat Mean With Shares Near All-Time Highs?

Taiwan Semiconductor Manufacturing reports Q1 results Thursday, a key report for investors to watch with major impacts on chip, AI and technology stocks.

AMD Stock Surged 30% In Longest Run Since 2005 — Here's What History Signals Next

AMD just posted a 30% surge in 10 trading days and closed in the green each session of the window – a rare signal in the company's history.

Wayve Announces $60M Investment From Advanced Micro Devices, ARM, Qualcomm Ventures

https://wayve.ai/press/series-d-extension/

Broadcom Wins Big, But AI Infrastructure Is 'Real Winner' Of Meta Deal, Says Daniel Newman

Daniel Newman calls AI infrastructure the "real winner" of the Meta-Broadcom AI chip deal, noting this cycle is "not zero sum."

10 Information Technology Stocks With Whale Alerts In Today's Session

Nvidia-Dell Merger Rumors Debunked: Why Gene Munster Calls The Move Unlikely

Gene Munster of Deepwater Asset Management dismisses rumors of Nvidia (NVDA) acquiring Dell (DELL), citing sharp margin differences and a focus on organic AI growth.

Hormuz Crisis Triggers Chipmakers' Best Rally Since 2002: 9 Stocks Gaining Up To 60% Since The War Began

Semiconductors are the surprise winners of the Iran war. The SOXX ETF has risen for 10 straight sessions — its longest streak since 2017 — as chipmakers rally up to 60%.

Nvidia Denies Rumors About Acquiring PC Maker; HP, Dell Stocks Still Spike Over 5% — Analyst Says Rivals May Eye Deal Instead

Nvidia denied reports of acquiring a PC maker, but shares of Dell and HP still surged as analysts said rivals like AMD more likely buyers.

What's Really Driving The Buzz Around Palantir Stock Right Now?

What's Going On With Advanced Micro Devices Stock Monday?

Advanced Micro Devices stock dips amid Middle East tensions and surging oil prices that pressure high-growth tech shares.

What's Going On With Advanced Micro Devices Stock Friday?

Advanced Micro Devices climbs after TSMC posts 35% revenue surge, lifting global chip stocks amid strong AI trends.

10 Information Technology Stocks Whale Activity In Today's Session

Trump Throws A Lifeline To Palantir, Nasdaq 100 Targets 8th Green Day: What's Moving Markets Friday?

Tech stocks rise as the Nasdaq 100 targets an 8-day streak, even as inflation spikes and consumer sentiment hits a record low. Trump lifts Palantir, oil rebounds and AI chips surge on TSMC strength.

What's Going On With Amazon Stock Thursday?

Amazon (AMZN) shares jump 4.6% as the tech giant announces a fresh $12B Mississippi investment to expand its AI and cloud data center hubs.

March Inflation Set For Biggest Jump Since June 2022 — When CPI Spikes, These Stocks Fall

Trump, in January, said "inflation has been defeated." Wall Street is now bracing for a 0.9% monthly CPI surge — the steepest since June 2022.

Here's How Much You Would Have Made Owning Advanced Micro Devices Stock In The Last 15 Years

10 Information Technology Stocks Whale Activity In Today's Session

This Broadcom Analyst Is No Longer Bullish Despite Google Agreement

Broadcom is facing similar challenges as Nvidia in the AI market, being forced to finance customers. Analyst downgrades rating.

AMD's Stock Momentum Climbs As 'Agentic AI' And Gigawatt Megadeals Fuel Surge

Discover why AMD stock's momentum is surging. 'Agentic AI' demand, gigawatt megadeals, and elite Benzinga Edge rankings fuel a bullish trend.

Markets Party On Trump's Ceasefire — But For How Long?

U.S. stocks surge after Trump pauses Iran strikes as tech and chip stocks rally and oil prices plunge on easing tensions

What's Going On With Advanced Micro Devices Stock Tuesday?

Advanced Micro Devices slides with broader tech weakness; Citi flags tactical upside as AI CPU demand strengthens.

Broadcom TPU Deals Extend 'Multi-Year AI Supply Visibility': Analyst

Broadcom signs multi-year TPU agreements with Google and Anthropic, increasing long-term visibility and potential at other customers.

Nvidia's Slurm Acquisition Sparks Fresh Fears Over Fairness In AI Chip Race: Report

Nvidia's acquisition of SchedMD has sparked concerns it could gain an unfair advantage in AI by influencing the widely used Slurm software.

Citigroup Maintains Neutral on Advanced Micro Devices, Lowers Price Target to $248

Citigroup analyst Christopher Danely maintains Advanced Micro Devices (NASDAQ:AMD) with a Neutral and lowers the price target from $260 to $248.

10 Information Technology Stocks Whale Activity In Today's Session

AMD Gains Market Share As 'Agentic AI' Fuels Surprise Surge In Chip Demand

Citi analysts are taking a cautious view of the semiconductor earnings season but flag Advanced Micro Devices as a near-term opportunity.

Taiwan Semiconductor's Big Day Approaches With Markets Watching AI, War And Rivals

Taiwan Semiconductor (TSM) earnings ahead: AI growth, Middle East tensions, and chip industry rivalry take center stage.

Consumer Tech News (Mar 30-Apr 2): Tesla, Nio, XPeng Drive EV Growth, Apple iPhone 17, Meta Ray-Ban Launches & More

Microsoft, IBM, AMD, and Intel make key AI and semiconductor moves, including in-house model development, dual-architecture hardware, and full ownership of Fab 34.

10 Information Technology Stocks Whale Activity In Today's Session

EXCLUSIVE: Top 12 Most-Searched Tickers On Benzinga Pro In March – Where Do Tesla, Nvidia, Micron Stocks Rank?

A look at the most-searched tickers on Benzinga Pro for the month of March shows several newcomers and momentum stocks that saw strong interest.

What's Going On With Arm Holdings Stock Thursday?

ARM stock slides as Middle East tensions spark a chip sector sell-off. See how geopolitical friction is impacting Nvidia, AMD, and more.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Tech, Chip Stocks Slide As Trump's Iran Warning Rattles Markets

US tech and chip stocks slide as geopolitical tensions and surging oil prices trigger a broad market sell-off. Get the latest market updates.

Every Major Hyperscaler Is Moving To Arm — Here's Why It Matters

Arm (ARM) is set to dominate 90% of the AI server market by 2029 as Google, Amazon, and Meta ditch Intel, AMD in favor of custom silicon.

10 Information Technology Stocks With Whale Alerts In Today's Session

AMD Says Space Needs Smarter Chips Now And It's Ready To Deliver

AMD pitches high-performance CPUs and AI chips as mission-critical for NASA's shift to sustained lunar presence and deep-space missions.

Tech Stocks Rise On Iran De-Escalation Hopes

Market sentiment lifts as Trump hints at de-escalation with Iran. U.S. tech and chip sectors jump 2-3% in a broad Tuesday recovery.

TSMC's Supply Squeeze Through 2028 Could Be This Chipmaker's Big Break As AI Demand From Nvidia, Apple Surges

Samsung benefit from a 2nm supply crunch at TSMC, as surging demand from firms like Nvidia position it as the only viable alternative.

Senator Ditches Stocks In 2026 After 7 Months: Here's What He's Selling

A senator is selling stocks bought less than a year ago. Here's the list and a look at what he kept instead.

AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals

Advanced Micro Devices' stock momentum hits 91.48. UBS predicts 54% upside to $310 for AMD, citing new GW-scale AI deals.

Why Nvidia And Tesla Are Suddenly Knocking On Samsung's Door

As TSMC capacity sells out through 2028, Samsung Foundry emerges as a vital second source for Nvidia and Tesla's 2nm chip needs.

Consumer Tech News (March 23-27): Netflix & Sony Hikes Prices, OpenAI Flags Microsoft Dependency Risk & More

Apple launches 13-inch MacBook Neo priced at $599 ($499 for students). Netflix hikes all streaming plan prices, Sony raises PlayStation hardware prices, Semiconductor stocks gain as U.S.-Iran talks ease tensions

10 Information Technology Stocks Whale Activity In Today's Session

Semiconductor Chip Stocks Slump As Middle East War Hits Day 28: Trump Sets New Deadline

Tech stocks and semiconductors (NVDA, AMD, ARM) slide as the U.S.–Israel–Iran conflict enters its 28th day. Discover how a global helium shortage is threatening AI chip production.

Lisa Su Hosts Howard Lutnick As Commerce Department Highlights 'Gold Standard' American Tech Stack: AMD CEO Appreciates The 'Open Dialogue'

Lisa Su hosted Howard Lutnick as the U.S. intensified its semiconductor and AI dominance push with industry backing.

Cathie Wood Going Cold On Big Tech? Ark Sells Nvidia, AMD, Meta And Google Stock — AI Darlings Get The Dump

Cathie Wood dumps tens of millions in major holdings spanning AI and big on Thursday, March 26, 2026.