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NASDAQ:AMD 7 May 2026 - 18 May 2026

Stock Market Today: Nasdaq Slides as Oil Shock Sends Treasury Yields Higher, Hitting AI Rally

Stock Market Today: Nasdaq Slides as Oil Shock Sends Treasury Yields Higher, Hitting AI Rally

Stocks slipped on Friday, with the Nasdaq under the most pressure as surging oil and higher Treasury yields threatened the AI-fueled surge from earlier this week. By late morning, the Dow Jones Industrial Average lost 0.82% to 49,652.90, the S&P 500 retreated 0.80% to 7,441.37, and the Nasdaq Composite tumbled 1.25% to 26,303.15.
Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Friday’s open looked shaky for U.S. artificial intelligence shares, with higher Treasury yields and climbing oil prices threatening to derail the AI-driven surge that just sent Wall Street to fresh records. Nvidia, Microsoft, Broadcom, AMD, Palantir, and Cerebras—just public—are all in focus, but the market mood is notably harsher than on Thursday.
AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology surged close to 10% by late morning in New York after a regulatory filing revealed Advanced Micro Devices owned 65,516 shares in the chipmaker at the end of March. It’s a relatively modest stake, but the disclosure grabbed attention given Marvell’s AI data-center hardware profile. According to the filing, the holding was worth $6.49 million at the time. At Marvell’s late-morning level of $180.76, the shares would fetch roughly $11.8 million—if AMD hadn’t changed its position.
Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

Nvidia’s China Opening Turns AI Stocks Into a Policy Trade Again

AI stocks weren’t reacting to the usual chip unveil or a flashy new model this time. It was all about access. Nvidia’s Jensen Huang landing a spot on Trump’s China delegation sent a clear message—traders saw a possible opening, maybe some movement on advanced AI-chip sales between the U.S. and China. Nasdaq 100 futures climbed 0.82% as of 05:35 a.m. ET. The Dow futures, though, edged lower, underscoring how specific the buying was.
SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

SMH vs SOXX vs SOXL: AI Chip ETF Rally Hits Its Hardest Test Yet

Semiconductor ETFs took a steep dive on Tuesday. The leveraged Direxion Daily Semiconductor Bull 3X Shares plunged nearly 12.4% just before 11 a.m. in New York—a sharp swing for a fund that’s been one of 2026’s most popular AI hardware bets. Losses rippled across the sector: VanEck Semiconductor ETF fell around 3.5%, iShares Semiconductor ETF slipped 4.1%, and First Trust Nasdaq Semiconductor ETF dropped close to 4.5%.
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

Investors rushed back into Dell Technologies on Friday, sending the stock up $28.92 to $259.19, not far from its session peak of $263.82. Excitement over a new supercomputer agreement fueled the rally, while renewed scrutiny of legal issues dogging its competitor, Super Micro Computer, also played into Dell’s surge.
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 dropped 313.62 points, or 0.6%, finishing at 49,596.97 on Thursday—falling back under the 50,000 mark, as Wall Street retreated from its highs. A shaky session for oil and a selloff in chip stocks didn’t help. The S&P 500 closed down 0.4% to 7,337.11. The Nasdaq Composite eased 0.1% to 25,806.20.
US Stock Market After the Bell: S&P 500 Slips From Record as Chip Rally Cracks, Oil Keeps Wall Street on Edge

US Stock Market After the Bell: S&P 500 Slips From Record as Chip Rally Cracks, Oil Keeps Wall Street on Edge

U.S. stocks finished in the red Thursday. The S&P 500 gave up 0.38% to end at 7,337.11, snapping this week’s record streak after chipmakers stumbled. The Nasdaq slipped 0.13% to 25,806.20. Over in the Dow: down 0.63% to 49,596.97. Intel and AMD both lost about 3%. Arm’s U.S.-listed shares slumped, and the PHLX chip index, tracking semiconductors, dropped 2.7%.
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Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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