Today: 8 May 2026
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NASDAQ:AMD 22 April 2026 - 5 May 2026

U.S. Stock Market Week Ahead: Jobs Report, Fed Split and Earnings Could Test Wall Street’s Record Run

U.S. Stock Market Week Ahead: Jobs Report, Fed Split and Earnings Could Test Wall Street’s Record Run

The S&P 500 and Nasdaq closed at record highs Friday, rising 0.29% and 0.89% respectively, while the Dow slipped 0.31%. April saw the S&P 500 gain over 10% and the Nasdaq jump more than 15%. Over 100 S&P 500 companies report earnings this week, with first-quarter profit growth tracking at 27.8%. The Federal Reserve kept rates steady last week amid policy division over inflation and growth.
AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

Alphabet shares jumped over 3% in after-hours trading Wednesday as Google Cloud revenue surged 63% to $20 billion. Meta, Amazon, and Microsoft fell, with Meta dropping more than 6% after raising its 2026 capital spending forecast for AI infrastructure. Amazon’s AWS revenue beat estimates but shares slipped. The four companies are expected to spend over $600 billion on AI infrastructure this year.
AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI-related stocks fell Tuesday after a report on OpenAI’s missed targets hit Oracle, CoreWeave, and chipmakers. Nvidia, AMD, and Broadcom dropped between 1.6% and 4.4%, while CoreWeave slid 5.8%. Alphabet, Microsoft, Meta, and Amazon are set to report earnings Wednesday, with about $600 billion in AI spending under scrutiny. Investors are watching for direct revenue tied to chips, cloud, and custom silicon.
US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

U.S. stocks fell Tuesday, with the Nasdaq down 0.9% as AI and chip shares sold off ahead of major tech earnings. Oracle dropped 4.1%, Nvidia and AMD lost over 1.6%, and CoreWeave slid 5.8%. After hours, Visa and Starbucks rose on strong results and forecasts. Oil prices climbed, and traders watched the Federal Reserve’s rate decision.
OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

Oracle shares fell 4% and CoreWeave dropped 5.9% Tuesday after a Wall Street Journal report said OpenAI missed recent revenue and user targets. Nvidia, AMD, and Arm Holdings also declined, with the iShares Semiconductor ETF down 3.7%. OpenAI denied internal divisions and said its AI coding product Codex reached 4 million users. Oracle’s credit default swaps hit a two-week high amid concern over its $300 billion cloud deal with OpenAI.
Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Nvidia, AMD, and Broadcom shares fell Tuesday after a Wall Street Journal report said OpenAI missed internal user and revenue targets, raising concerns about future AI spending. Nvidia dropped 0.9%, AMD lost 2.5%, and Broadcom slid 4.1% by mid-afternoon. OpenAI disputed claims of internal disagreement over spending. The selloff came ahead of major tech earnings reports.
US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

The Nasdaq fell 1.44% by midday Tuesday, underperforming the S&P 500 and Dow, after a Wall Street Journal report said OpenAI missed internal targets. Nvidia, AMD, and Oracle dropped sharply as investors questioned AI spending. Brent crude rose above $110 a barrel amid Middle East tensions. The S&P 500 information technology sector lost 2.2%.
Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

The Dow rose 100.62 points to 49,268.41 on Tuesday, lifted by gains in Coca-Cola and Johnson & Johnson, while the S&P 500 fell 0.64% and the Nasdaq dropped 1.24% as investors sold AI-linked shares. Coca-Cola reported Q1 net revenue up 12% and raised its full-year earnings forecast. Nvidia, AMD, and Arm all declined sharply. Brent crude hovered near $111 amid U.S.-Iran tensions and OPEC uncertainty.
AMD Stock Drops Today as OpenAI Worries Hit the AI Chip Trade Before Earnings

AMD Stock Drops Today as OpenAI Worries Hit the AI Chip Trade Before Earnings

AMD shares fell 4.2% to $320.66 Tuesday after a report said OpenAI missed user and revenue targets, raising concerns about future data-center spending. Northland Capital downgraded AMD less than a week before its earnings report. The selloff spread to other AI chip stocks, including Nvidia and Arm Holdings. OpenAI and AMD have a multi-year GPU supply agreement set to begin later in 2026.
Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia shares fell 1.8% to $212.78 Tuesday after a Wall Street Journal report raised doubts about OpenAI’s user growth and future spending. The selloff hit other AI-linked stocks, including Oracle, AMD, and Broadcom. OpenAI disputed the report, calling it “clickbait.” Analysts were divided on whether the decline signaled real demand issues or was a routine correction.
US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

Nasdaq 100 futures fell 0.7% and S&P 500 futures dropped 0.3% early Tuesday, pressured by rising oil prices and renewed concerns over AI stocks. Brent crude climbed to $111.20 a barrel after U.S. officials rejected Iran’s proposal on its nuclear program. Oracle fell 4.6% pre-market after reports OpenAI missed internal targets. UPS dropped 3% after reporting a 28% profit decline.
S&P 500’s April Rally Has One Big Catch as Big Tech Earnings Loom

S&P 500’s April Rally Has One Big Catch as Big Tech Earnings Loom

The S&P 500 slipped 0.17% to 7,153.03 late Monday morning as U.S. stocks retreated from record highs ahead of major tech earnings and a Federal Reserve decision. Brent crude rose 2.1% to $107.49 a barrel amid stalled U.S.-Iran talks and shipping disruptions. Nearly half the S&P 500’s market value is set to report earnings this week, including Microsoft, Meta, Apple, Alphabet, and Amazon.
Nvidia vs AMD vs Intel Stock: Why Intel’s Rally Just Changed the AI Chip Forecast

Nvidia vs AMD vs Intel Stock: Why Intel’s Rally Just Changed the AI Chip Forecast

Intel shares jumped 23.6% Friday to $82.54 after a strong earnings report and upbeat revenue forecast, marking their biggest one-day gain since 1987. AMD rose 13.9% to $347.81, while Nvidia closed up 4.3% at $208.27, near its 52-week high. Intel’s results sparked new interest in CPUs for AI workloads, shifting analyst targets and investor focus beyond GPUs.
US Stock Market This Week: S&P 500, Nasdaq Hit Records as Intel Sparks AI Rally

US Stock Market This Week: S&P 500, Nasdaq Hit Records as Intel Sparks AI Rally

The S&P 500 and Nasdaq closed at record highs Friday, lifted by a surge in chip stocks after Intel’s strong forecast. The Dow slipped 0.16%. Intel’s revenue and outlook beat estimates, sending its shares and peers like AMD and Nvidia sharply higher. IBM and ServiceNow weighed on software stocks, highlighting uneven performance across sectors.
US Stock Market Today: Nasdaq Hits Record as Intel AI Rally Outruns Dow

US Stock Market Today: Nasdaq Hits Record as Intel AI Rally Outruns Dow

Nasdaq climbed 1.5% to 24,805.83 and the S&P 500 gained 0.68% at mid-session Friday, while the Dow slipped 0.33%. Intel surged over 20% after projecting second-quarter revenue above estimates, sparking a rally in chip stocks. U.S. consumer sentiment hit a record low in April, keeping inflation concerns in focus. Brent crude traded at $104.62, down 0.43%.
AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD shares jumped over 7% in U.S. premarket trading Friday, boosted by strong AI-driven demand for server CPUs following Intel’s earnings report. Premarket prices suggested AMD’s market value could surpass $500 billion, up from $497.79 billion at Thursday’s close. Intel’s Data Center and AI revenue rose 22% to $5.1 billion last quarter. AMD is set to report its own quarterly results on May 5.
AMD Stock Brushes $320 After Stifel Call, With May 5 Earnings Now the Real Test

AMD Stock Brushes $320 After Stifel Call, With May 5 Earnings Now the Real Test

AMD shares touched $319.71 Thursday before retreating to $305.33, valuing the company at about $501 billion. The move comes ahead of first-quarter results on May 5, as investors watch for revenue from major AI chip deals with Meta and OpenAI. Stifel raised its price target to $320, citing strong AI demand and new products. AMD reported record Q4 revenue in February, with data-center sales up 39%.
AMD Stock Jumps as Stifel Lifts Price Target to $320 Ahead of May 5 Earnings

AMD Stock Jumps as Stifel Lifts Price Target to $320 Ahead of May 5 Earnings

AMD shares jumped 6% to $302.24 after Stifel raised its price target to $320 and reiterated a Buy rating. The stock is now less than 6% below Stifel’s new target and near Bank of America’s $310 target. AMD has major AI chip supply deals with Meta and OpenAI, with shipments set to begin in late 2026. The company reported record Q4 2025 revenue of $10.3 billion, with data-center sales up 39%.

Stock Market Today

  • Micron Shares Soar on Strong AI-Driven Earnings and Growth Outlook
    May 8, 2026, 10:49 AM EDT. Micron Technology's stock surged over 20% in a week, marking its best performance in eight months amid booming AI demand reshaping the semiconductor landscape. The chipmaker posted a 196% revenue jump to $23.9 billion this quarter and nearly doubled its profit margins. High Bandwidth Memory (HBM) chips, critical for AI systems from Nvidia and AMD, are fully booked for 2026, underpinning supply constraints and pricing power. Despite the rally, Micron trades at a relatively low forward earnings multiple of 11, prompting analysts at Mizuho and Sarfatti to foresee potential upside targets up to $1,000, driven by continued earnings growth and margin expansion. This standout performance positions Micron as a leading player in AI infrastructure, diverging from traditional cyclical memory market dynamics.

Latest article

Why Eaton Corporation plc Stock Is Sitting Near Highs Before a Big AI Power Test

Eaton Stock Rebounds After AI Data-Center Orders Surge, But Margin Worries Still Bite

8 May 2026
NEW YORK, May 8, 2026, 10:11 AM EDT Eaton Corporation plc shares rose on Friday, clawing back part of the previous session’s drop, after the power-management company’s AI data-center order boom ran into investor concern over margins and near-term guidance. The stock was up about 1.3% at $404.44 in early New York trading. Eaton had fallen 5.28% on Thursday to close at $399.15, underperforming industrial peers including Emerson Electric and TE Connectivity in a weaker market. (MarketWatch) The move matters because Eaton has become a closely watched supplier to the AI infrastructure build-out. Data centers need heavy-duty electrical gear, power
Samsara Stock Slips as Its AI Data-Moat Story Faces a June Earnings Test

Samsara Stock Slips as Its AI Data-Moat Story Faces a June Earnings Test

8 May 2026
Samsara Inc. shares dropped 4.6% to $28.73 in early U.S. trading Friday, valuing the company at $16.8 billion. The fleet-software firm launched the Samsara Driver Cup, a competition using real-world driving data, as it heads toward its June 4 earnings report. In March, Samsara reported $444.3 million in quarterly revenue, up 28% year-over-year.
Innodata Stock Jumps on AI Revenue Beat: The $51 Million Big Tech Deal Driving INOD Higher

Innodata Stock Jumps on AI Revenue Beat: The $51 Million Big Tech Deal Driving INOD Higher

8 May 2026
Innodata shares jumped 89% Friday after the company reported record first-quarter revenue of $90.1 million, up 54% year-over-year, and raised its 2026 growth outlook. New Big Tech contracts could add $51 million in revenue this year, with one expected to become Innodata’s second-largest customer in 2026. Adjusted earnings reached 42 cents a share, beating analyst estimates. The company ended March with $117.4 million in cash.
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