Advanced Micro Devices
Coverage of Advanced Micro Devices in the Nexus archive.
- Wall Street stays steady at record highs as ‘coiled spring’ releases in August, with talks of deal to reopen Strait of Hormuz
Wall Street indices remained near record highs as the S&P 500 and Dow Jones rose, while the Nasdaq dipped slightly. Companies like Walt Disney and Booking Holdings saw gains, whereas SpaceX and AMD declined. Discussions about reopening the Strait of Hormuz and AI-driven market movements influenced investor sentiment.
- Wall Street rises as Amazon and chip stocks jump, even as oil prices add to worries about inflation
Wall Street rose on Friday as Amazon and chip stocks surged, driven by strong quarterly profits and AI investment optimism, though oil price increases raised inflation concerns. The S&P 500 gained 0.7%, the Nasdaq rose 1.3%, and South Korea’s Kospi hit a record 17.9% gain, while Apple fell 9.1% despite higher-than-expected earnings.
- Microsoft’s best day in markets since 2008 shows the AI trade isn’t dead, just pickier
Microsoft's stock surged 15.5% for its best day in nearly 18 years after reporting stronger-than-expected profits, driven by growth in its Azure cloud business and AI adoption. The S&P 500, Dow Jones Industrial Average, and Nasdaq all rebounded sharply, with AI-related stocks like Micron Technology and Advanced Micro Devices also rising. However, Meta Platforms fell 8% due to weaker profits and higher AI investment forecasts.
- Microsoft leads a rally on Wall Street, while worries about inflation remain in the bond market
Microsoft's strong quarterly profit and AI growth led a stock market rebound, with the S&P 500 and Nasdaq rising significantly. However, bond markets remained cautious due to inflation concerns, as the Federal Reserve showed no immediate plans to adjust interest rates.
- Microsoft leads a rally on Wall Street, while worries about inflation remain in the bond market
U.S. stocks rebounded as Microsoft surged 15.1% on stronger-than-expected profits and cautious AI investment plans. The S&P 500 gained 1.1%, the Nasdaq rose 2.3%, and tech-related companies like Micron Technology and Lam Research saw significant gains. Bond markets remained wary of inflation, with Treasury yields fluctuating after Federal Reserve chairman Kevin Warsh emphasized the central bank's commitment to reducing inflation to 2%.
- Wall Street recovers most of the prior’s day loss as Microsoft and many AI stocks rally
U.S. stocks rebounded as Microsoft and AI-related companies surged, with the S&P 500 recovering most of its previous day's loss. Microsoft's strong quarterly profit and cautious AI spending plans boosted investor confidence, while semiconductor firms like Micron and AMD also saw significant gains.
- Wall Street recovers most of the prior's day loss as Microsoft and many AI stocks rally
U.S. stocks rebounded as Microsoft and AI-related companies surged, with Microsoft reporting stronger-than-expected profits and no major AI spending increase. The S&P 500 recovered most of its prior day's losses, while AI stocks like Micron Technology and Advanced Micro Devices saw significant gains.
- Wall Street recovers more than half of the prior's day loss as Microsoft and chip stocks rally
U.S. stocks rebounded as Microsoft's strong quarterly profit and gains in chip stocks offset prior-day losses. The S&P 500 rose 0.9%, the Nasdaq jumped 1.8%, and the Dow gained 0.5%, driven by Microsoft's 15.2% surge and rallies in Micron Technology, Lam Research, and AMD.
- Oil prices jump following fighting with Iran, while sinking AI stocks drag Wall Street lower
Oil prices surged 7.2% due to renewed fighting between Iran and U.S.-backed forces in the Middle East, while declining technology stocks, including Nvidia and SK Hynix, dragged Wall Street indices lower. The S&P 500 fell 0.5%, the Dow dropped 1.6%, and the Nasdaq declined 0.4% amid concerns over inflation and AI sector profitability.
- Oil prices jump following fighting with Iran, while sinking AI stocks drag Wall Street lower
Oil prices surged 6.7% due to renewed fighting between Iran and the U.S., while declining AI-related tech stocks dragged Wall Street indices lower. The S&P 500 fell 0.9%, and South Korea’s Kospi index dropped 6% as skepticism grew over AI sector sustainability.
- Wall Street's flip from AI stocks to elsewhere accelerates, while oil prices keep easing
Wall Street indices rose overall, with the S&P 500 up 0.3% and the Dow gaining 1.2%, but AI-related stocks like Micron Technology and AMD fell sharply due to concerns about AI growth sustainability and competition from China. Oil prices continued to decline from recent two-month highs.
- Most of Wall Street rises as oil prices ease, even as chip stocks keep dropping
Most of Wall Street rose as corporate profits exceeded expectations, but chip stocks plummeted amid concerns about AI growth sustainability and competition from China. Oil prices declined from recent two-month highs, while markets in South Korea saw sharp losses due to falling chipmaker shares.
- Most of Wall Street rises as oil prices continue to ease, even as chip stocks keep dropping
Most of Wall Street rose as corporate profits exceeded expectations, but global chip stocks fell sharply due to concerns over AI growth sustainability and competition from China. Oil prices declined further from a two-month high, while companies like Coca-Cola, Sherwin-Williams, and Illinois Tool Works gained after reporting stronger-than-expected quarterly profits.
- Big Tech earnings slam into a market in revolt over AI spending
Alphabet Inc. shares fell over 7% after reporting negative free cash flow and increased 2026 capital expenditures, signaling a market shift against high AI spending. Other tech giants like Microsoft and Meta also face investor skepticism as capital expenditures rise, with the Magnificent Seven index dropping 4.8% following Alphabet's report.
- AMD to sell Anthropic tens of billions in AI servers, invest up to $5bn in startup
AMD will sell tens of billions in AI servers to Anthropic and invest up to $5 billion, strengthening its position against Nvidia. The deal includes AMD's Instinct MI450 chips, with Anthropic using them for computing capacity and potential cloud leases.
- AI stocks gather more strength, even as Brent oil's price tops $90
AI stocks like Micron Technology and Advanced Micro Devices led market gains as the S&P 500, Dow Jones, and Nasdaq rose. Brent crude oil surpassed $90 per barrel due to U.S.-Iran tensions, raising inflation and interest rate concerns. Strong earnings from 3M, Hasbro, and General Motors offset declines in Danaher and D.R. Horton.
- Wall Street drifts as AI stocks hold steadier after last week’s losses
Wall Street ended mixed as AI-related stocks stabilized after recent losses, with the S&P 500 dipping 0.2% and the Dow Jones dropping 0.6%. Nvidia, Sandisk, and Advanced Micro Devices (AMD) showed gains, while concerns linger over AI investments' long-term profitability. Upcoming earnings reports from companies like Alphabet may provide clarity.
- Wall Street steadies as AI stocks recover some of last week's sharp losses
Wall Street saw a slight rebound as AI-related stocks recovered from recent sharp declines, with the S&P 500 rising 0.3% and the Nasdaq up 0.5%. Companies like Nvidia and Sandisk gained ground, while concerns about AI-driven spending sustainability and inflation pressures lingered ahead of key corporate earnings reports.
- What the momentum trade tells us about the stock market
The momentum trade, which drove market gains in 2026, has sharply declined since July, with the iShares MTUM ETF down over 11% and tech stocks like Micron Technology and Intel contributing to its prior outperformance. The selloff coincided with the Federal Reserve's interest rate decision under new chairman Kevin Warsh, which raised short-term rates and shifted market expectations.
- Rebounds for AI stocks lift US indexes
A rebound in AI stocks boosted the S&P 500 and Nasdaq composite, with Broadcom, Micron Technology, and Advanced Micro Devices among the top gainers. SK Hynix plans a $28 billion U.S. stock offering, while TeraWulf secured a 20-year deal with Anthropic for its Kentucky data center.
- Wall Street rises toward the finish of its best week in 2 months
U.S. stocks rose as weaker-than-expected job market data reduced pressure on the Federal Reserve to raise interest rates, with the S&P 500, Dow Jones, and Nasdaq all posting gains. The 57,000-job increase in June was below economists' expectations, easing inflation concerns and boosting investor confidence in lower borrowing costs. Chipmakers like Micron Technology saw partial rebounds after prior declines linked to AI market volatility.
- Most US stocks rise, but drops for tech keep Wall Street in check
Most U.S. stocks rose, but declines in major technology companies like Nvidia and Micron Technology weighed on the S&P 500. General Mills climbed 9.1% after reporting better-than-expected earnings and announcing cost cuts. Treasury yields and oil prices fluctuated amid concerns about inflation and the U.S.-Iran conflict.
- 7 Best Semiconductor Stocks for 2026
Semiconductor stocks surged in mid-2026, with the SOXQ ETF up 99% year-to-date due to AI chip demand. Global semiconductor sales rose 93.9% from April 2025 to April 2026, reaching $110.5 billion, and are projected to hit $1.5 trillion in 2026. Companies like Nvidia, AMD, and TSMC are highlighted as top performers.
- Asian shares are mostly higher and Japan's Nikkei tops 70,000 before BOJ rate hike
Asian shares mostly gained with Japan's Nikkei 225 briefly surpassing 70,000 before trimming gains after the Bank of Japan raised its key interest rate to 1%. The U.S.-Iran deal boosted global markets and oil prices declined, while U.S. AI-related stocks like Micron Technology, AMD, and Nvidia saw significant gains.
- Asian shares are mostly higher and Japan's Nikkei tops 70,000 before BOJ rate hike
Asian shares mostly rose with Japan's Nikkei 225 briefly topping 70,000 before the Bank of Japan raised its key interest rate to 1%, a 25-basis-point hike to its highest level in three decades. The U.S.-Iran tentative deal eased oil prices, while AI-related U.S. stocks like Micron, AMD, and Nvidia surged. Treasury yields declined as lower oil prices reduced pressure on central banks to raise rates.
- Mystery NASDAQ selloff adds tension into a make-or-break week for the AI trade
AI stocks and broader market indices like the S&P 500 and Nasdaq composite experienced sharp declines due to volatility in chipmakers and AI-related companies. Micron Technology, Marvell Technology, and Advanced Micro Devices saw significant drops, while OpenAI and SpaceX announced IPO filings amid market uncertainty.
- Another sell-off for AI stocks drags Wall Street sharply lower
AI stocks experienced significant declines, dragging major Wall Street indexes like the S&P 500 and Nasdaq lower. Companies such as Micron Technology, Marvell Technology, and Advanced Micro Devices saw sharp drops, while OpenAI and SpaceX announced plans for IPOs. The sell-off overshadowed easing oil prices, which had previously supported market gains.
- Wall Street falls sharply as AI stocks resume their sell-off
Wall Street indices fell sharply as AI stocks resumed their sell-off, with the S&P 500 dropping 1.5%, the Dow Jones losing 0.6%, and the Nasdaq declining 2.5%. Companies like Micron Technology, Marvell Technology, and Advanced Micro Devices saw significant losses, while falling oil prices provided some relief to airline stocks.
- AMD CEO’s meeting with China’s vice-premier raises optimism about US AI chip imports
AMD CEO Lisa Su met with Chinese Vice-Premier He Lifeng, signaling potential relaxation of US chip export restrictions to China. The meeting suggests possible reopening of high-end semiconductor and AI chip sales to select Chinese firms. The discussion focused on welcoming foreign investment and positive outcomes from recent US-China summits.
- AMD Earnings Need to Justify Rally After Best Month in 25 Years
AMD's earnings need to justify the recent rally after having the best month in 25 years. The company's CEO, Lisa Su, will be closely watched. The rally puts pressure on the company to deliver strong financial results.