05 May 2026
AMD forecasts quarterly revenue above expectations, betting on resilient demand for AI chips
AMD forecasts quarterly revenue above expectations, betting on resilient demand for AI chips.
05 May 2026
AMD tops estimates for first quarter as data center revenue jumps 57%
Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company's revenue forecast also exceeded estimates as demand soars for chips to power artificial intelligence workloads.
05 May 2026
Micron Stock Hits 52-Week High: Time to Book Profit or Buy More?
Micron Technology, Inc. (MU) hit a new 52-week high of $592.77 on May 4, rising 102.7% year to date (YTD) and outperforming peers like AMD, Broadcom, and NVIDIA.
03 May 2026
Markets Brief: We’re Already Living in an AI-Driven Economy
Earnings will continue to take center stage this week, but many of the market’s big dogs reported last week. As first-quarter earnings roll in, a clear trend is that the artificial intelligence infrastructure buildout continues full steam ahead, and the impact is being felt across the economy.
02 May 2026
Missed Advanced Micro Devices' Big Move? Here's Why It's Still a Buy
Advanced Micro Devices' (AMD) stock has rocketed up by about 75% in the last month. It's natural to think you've missed the opportunity, but based on the company's long-term financial outlook, it's not expensive.
30 Apr 2026
Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors
Big tech earnings are in after Meta Platforms (META), Alphabet, Amazon, and Microsoft all delivered their quarterly reports Wednesday afternoon, with a clear theme: AI spending continues to rise and cloud computing revenues are soaring. Google Cloud reported 63% growth, Microsoft Azure was up 39%, and Amazon Web Services delivered 28% growth. Meta CEO Mark Zuckerberg highlighted that increased…
30 Apr 2026
Stocks Rise Before the Open as Investors Weigh Big Tech Earnings, Iran War News
June S&P 500 E-Mini futures (ESM26) are up +0.15%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.22% this morning as investors weigh big U.S. tech earnings and Iran war developments.
28 Apr 2026
The space economy: how to invest in space and SpaceX
Space is coming closer to home, playing an ever-increasing role in our lives. And like the universe itself, the investment opportunities in the space economy are expanding rapidly. Novaspace estimated the size of the space economy at $626 billion in 2025, with $236 billion from the space market and $329 billion from space-enabled applications.
28 Apr 2026
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring
The last time tech's hyperscalers addressed Wall Street, three months ago, they announced plans to collectively spend well over half a trillion dollars this year to build out their artificial intelligence infrastructure. That was before the U.S. invasion of Iran caused oil prices to spike and led to a dramatic slowdown in helium production, crucial for semiconductor manufacturing. Meanwhile, the…
