Today: 12 May 2026
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NASDAQ:AMD 6 May 2026 - 12 May 2026

AMD Stock Extends AI Rally — But Wall Street’s Next Test Is Already Here

AMD Stock Extends AI Rally — But Wall Street’s Next Test Is Already Here

AMD shares rose 1.01% to $459.80 in pre-market trading Monday after surging 11.44% Friday. First-quarter revenue jumped 38% to $10.3 billion, with data-center sales up 57% on demand for EPYC processors and Instinct GPUs. Goldman Sachs and Bernstein raised their price targets, citing server CPU growth from agentic AI. AMD now forecasts the server CPU market will top $120 billion by 2030.
11 May 2026
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Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell shares rose 12.6% Friday, reaching $263.82 intraday, after news of a $100 million supercomputer contract with TotalEnergies and Nvidia and renewed focus on rival Super Micro’s legal issues. Investors shifted attention to Dell’s AI-server business, with the company reporting over $64 billion in AI-optimized server orders for fiscal 2026. Dell’s fiscal first-quarter results are due May 28.
8 May 2026
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US Stock Market After-Hours Update: Futures Slip as Oil Jumps on Fresh Iran Fighting

US Stock Market After-Hours Update: Futures Slip as Oil Jumps on Fresh Iran Fighting

U.S. stock futures fell Thursday after the U.S. and Iran exchanged fire, pushing oil prices above $96 a barrel and raising concerns over inflation. The S&P 500 closed down 0.38%, with chip stocks leading declines; Arm, Intel, and AMD each dropped, while Nvidia and Microsoft gained nearly 2%. Nvidia announced a $2.1 billion investment in IREN and a multi-billion-dollar prepayment to Corning. Coinbase shares slid 5% after a surprise loss.
8 May 2026
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Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

The Dow Jones Industrial Average fell 313.62 points to 49,596.97, closing below 50,000 after declines in oil and chip stocks. Brent crude settled at $100.06 a barrel, down 1.2%. Arm Holdings dropped sharply on supply concerns, while Nvidia and Microsoft rose nearly 2%. Initial jobless claims rose to 200,000, and the Cleveland Fed signaled rates will remain on hold.
7 May 2026
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S&P 500 Today: Why Wall Street’s Record Run Stalled After the Bell

S&P 500 Today: Why Wall Street’s Record Run Stalled After the Bell

The S&P 500 fell 0.38% to 7,337.11 on Thursday as chip stocks slid, with Intel and AMD each dropping about 3%. The PHLX Semiconductor Index lost 2.7%, while Arm’s U.S. shares declined after a warning on smartphone demand and supply limits. Jobless claims rose by 10,000 to 200,000, and Cleveland Fed President Beth Hammack signaled rates will likely stay on hold. The U.S. Trade Court ruled against Trump’s 10% global tariffs after the market close.
7 May 2026
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AMD Stock Cools After AI Earnings Surge. The Bigger Story Is CPUs

AMD Stock Cools After AI Earnings Surge. The Bigger Story Is CPUs

AMD shares fell $12.97 to $408.42 Thursday after a post-earnings rally, despite strong first-quarter results and a bullish outlook. Revenue rose 38% to $10.25 billion, with data-center sales up 57%. AMD forecast second-quarter revenue of about $11.2 billion and expects server CPU revenue to jump over 70% year over year. Multiple brokerages raised price targets, some above $500.
7 May 2026
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Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

TSMC’s U.S.-listed shares jumped 6.36% Wednesday after AMD reported a 38% rise in first-quarter revenue, fueling demand for AI-related chip stocks. TSMC said last month that AI demand remains “extremely robust” and 2026 capital spending will hit the high end of its $52–56 billion range. Samsung’s market value surpassed $1 trillion, highlighting competition in the chip sector. Apple has held early talks with Intel and Samsung about chip production.
7 May 2026
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Dow Jones Today: 500-Point Rally Puts Blue-Chips Back in Play as Oil Slides and AMD Surges

Dow Jones Today: 500-Point Rally Puts Blue-Chips Back in Play as Oil Slides and AMD Surges

The Dow Jones rose about 500 points Wednesday, reaching 49,795.34 by midday, as falling oil prices and strong AI stock gains lifted Wall Street. Brent crude dipped below $100 after reports of possible U.S.-Iran progress. The S&P 500 and Nasdaq hit record highs. Disney and AMD both reported results above estimates, while U.S. private payrolls posted their largest gain in over a year.
6 May 2026
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US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

The S&P 500 and Nasdaq hit record highs Wednesday as AMD shares surged nearly 17% on a strong revenue forecast, boosting AI-linked stocks. The Dow rose 510 points, oil prices dropped nearly 7% on reports of U.S.-Iran progress, and ADP reported 109,000 private-sector jobs added in April. Brent crude fell to $102.24 a barrel.
6 May 2026
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Marvell Stock’s 67% AI Rally Faces a Crucial May Earnings Test

Marvell Stock’s 67% AI Rally Faces a Crucial May Earnings Test

Marvell Technology will report fiscal Q1 2027 results on May 27, following a 66.7% stock surge in April and heightened investor focus on its Nvidia partnership and data-center business. U.S. chip stocks, including Marvell, rose Wednesday after AMD’s upbeat outlook on AI infrastructure demand. Marvell’s fiscal 2026 revenue climbed 42% to $8.2 billion, driven by strong AI demand and new design wins.
6 May 2026
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Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel shares jumped 6% in U.S. premarket trading Wednesday after AMD raised its server CPU growth forecast and reported a 57% surge in data-center revenue. Apple has held early talks with Intel and Samsung about making device processors in the U.S., Bloomberg reported. Intel’s Q1 revenue rose 7% to $13.6 billion, with its Data Center and AI unit up 22%.
6 May 2026
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SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

SMH ETF Is Back in the AI Chip Rally. One Risk Still Could Bite Investors

The VanEck Semiconductor ETF (SMH) jumped to $522.69 premarket Wednesday, up $16.25, as AMD shares surged nearly 18% after forecasting Q2 revenue of $11.2 billion and reporting 38% Q1 revenue growth. Intel, Arm, Qualcomm, and Micron also rose. SMH is up 40.69% year to date, with Nvidia and Taiwan Semiconductor among its largest holdings. TSMC reported Q1 revenue up 40.6% to $35.90 billion.
6 May 2026
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US Stock Futures Today: Dow, S&P 500 and Nasdaq Jump as AMD AI Rally Meets Iran Deal Hopes

US Stock Futures Today: Dow, S&P 500 and Nasdaq Jump as AMD AI Rally Meets Iran Deal Hopes

U.S. stock index futures surged early Wednesday, with Dow futures up 558 points and Nasdaq 100 futures rising 1.6%, driven by AMD’s strong revenue forecast and progress in U.S.-Iran talks to end the Gulf war. Brent crude dropped 8.44% to $100.60. AMD shares jumped nearly 18% pre-market, while Intel and Arm Holdings also gained. The S&P 500 and Nasdaq closed at record highs Tuesday.
6 May 2026
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QQQ Stock Rises Before the Open as AI Chip Rally Puts Nasdaq Records Back in Play

QQQ Stock Rises Before the Open as AI Chip Rally Puts Nasdaq Records Back in Play

The Invesco QQQ Trust ETF rose 1.3% to $681.61 in early premarket trading Wednesday, tracking gains in Nasdaq 100 futures after AMD reported a 38% jump in quarterly revenue and strong AI demand. AMD shares surged nearly 18% premarket, while other chip stocks and tech-focused ETFs also advanced. The S&P 500 and Nasdaq Composite closed at record highs Tuesday.
6 May 2026
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AMD Stock Jumps on AI Forecast as Wall Street Eyes a Bigger Nvidia Fight

AMD Stock Jumps on AI Forecast as Wall Street Eyes a Bigger Nvidia Fight

AMD shares surged nearly 18% in premarket trading Wednesday after forecasting second-quarter revenue of about $11.2 billion, topping analyst estimates. First-quarter revenue rose 38% to $10.3 billion, driven by a 57% jump in data-center sales. Intel, Arm, and Qualcomm also gained before the bell. CEO Lisa Su said data centers are now AMD’s main growth engine.
6 May 2026
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SPY Stock Today: S&P 500 ETF Rides AI Chip Rally as Iran Deal Hopes Lift Futures

SPY Stock Today: S&P 500 ETF Rides AI Chip Rally as Iran Deal Hopes Lift Futures

S&P 500 futures rose 0.32% and Nasdaq 100 futures climbed 0.81% early Wednesday after the S&P 500 and Nasdaq closed at record highs Tuesday. AMD surged nearly 18% premarket on strong AI demand, lifting chip stocks and boosting the tech-heavy SPDR S&P 500 ETF Trust, which closed Tuesday at $723.77 with $740.5 billion in assets. Hopes for a U.S.-Iran peace deal also supported gains.
6 May 2026
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Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia Stock’s AI Lead Just Got a Harder Test as AMD Surges and Alphabet Closes In

Nvidia shares have dropped 9% over six sessions since an April 27 record, while the Philadelphia semiconductor index gained more than 5%. AMD surged nearly 18% in premarket trading after forecasting strong data-center chip demand and beating revenue expectations. Nvidia rose just 0.44%. Alphabet is nearing Nvidia’s market value, with both companies close to $4.8 trillion.
6 May 2026
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Stock Market Today

  • Investors Shrink Chip Stock Stakes Amid Surging April Inflation
    May 12, 2026, 4:26 PM EDT. Investors pulled back from semiconductor stocks after April's Consumer Price Index (CPI) data showed the highest inflation spike since May 2023, casting doubt on near-term interest rate cuts. The CPI rose 0.6% month-over-month and 3.8% year-over-year, driven largely by a 3.8% jump in energy prices, with crude oil futures hitting $102.27 per barrel. Energy and healthcare sectors outperformed while chipmakers Intel (-6.8%) and Micron (-3.6%) saw steep declines amid strong year-to-date gains. The Dow Jones rose 0.1% supported by blue-chip dividend stocks and Walmart, while the S&P 500 and Nasdaq slipped 0.2% and 0.7%, respectively. Kevin Warsh's Senate confirmation to the Federal Reserve Board signals a continued Fed focus on tackling inflation rather than employment growth.

Latest article

Dow Jones Today: Blue Chips Hold Near 49,700 as Hot CPI Hits Tech and Rate Bets

Dow Jones Today: Blue Chips Hold Near 49,700 as Hot CPI Hits Tech and Rate Bets

12 May 2026
The Dow Jones Industrial Average closed nearly flat at 49,700.29 on May 12, while the S&P 500 fell 0.54% and the Nasdaq dropped 1.37%. April’s Consumer Price Index rose 3.8% year-over-year, with energy prices up 17.9%, fueling market declines. Brent crude climbed 3.6% to $107.97 as the Iran war continued. Treasury yields rose, pushing rate-cut expectations further out.
US Stock Market Today After the Close: Hot CPI and Oil Reset the AI Rally

US Stock Market Today After the Close: Hot CPI and Oil Reset the AI Rally

12 May 2026
The S&P 500 fell 0.4% and the Nasdaq dropped 1.2% from record highs after April CPI rose 0.6%, with energy accounting for over 40% of the increase. Chip stocks led declines as Intel slid 8.6% and Micron lost 6.1%. Brent crude jumped 3.6% to $107.97 amid U.S.-Iran tensions. Fed rate-cut bets for 2026 dropped sharply after the inflation data.
ZoomInfo Stock Sinks as AI Reset Turns a Q1 Beat Into a 2027 Growth Problem

ZoomInfo Stock Sinks as AI Reset Turns a Q1 Beat Into a 2027 Growth Problem

12 May 2026
ZoomInfo Technologies shares fell about 35% Tuesday after the company slashed its 2026 revenue outlook to $1.185 billion–$1.205 billion, citing AI-driven buying pauses and pricing pressure. Q1 revenue rose 1.5% to $310.2 million, but management announced plans to cut 600 jobs, or 20% of staff, to reduce costs.
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