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Robinhood (HOOD)’s Growth Story: Can Diversification Offset Market Volatility?

Robinhood Markets, Inc. (NASDAQ:HOOD)'s push to become a diversified financial-services platform received a boost after the company delivered second-quarter results that affirmed underlying growth. Continued momentum across the product lineup and resilience in a volatile market reinforced the growth trajectory. Robinhood Financial Services Evolution …

Wedbush Flags Surprise AMD Catalyst From Anthropic

This article first appeared on GuruFocus. AMD Gets Fresh AI Demand Signal From Anthropic Data Center Deal Advanced Micro Devices (NASDAQ:AMD) is getting another potentially important signal that its Anthropic partnership could translate into substantial real-world AI infrastructure demand. Wedbush says Anthropic's reported 191-megawatt …

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

Sector Update: Tech Stocks Mixed Tuesday Afternoon

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

Market Indexes Drift Lower While Most Stocks Rise

Wall Street is saving its energy for Wednesday morning's inflation report, which should decide where this calm market goes next. Meanwhile, the top stock market indexes look pretty quiet again. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down 0.08%, the S&P 500 (SNPINDEX: …

Intel makes another $15 billion vital move as AI demand accelerates

Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of …

AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027

Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects data center revenue to grow by much more than 100% in 2027, driven by rising AI inference demand and agentic AI workloads. Its server business already grew …

Nvidia Taps Wall Street for $500 Billion Funding Commitment

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 …

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) …

Elon Musk Says Memory Is Now AI's Biggest Bottleneck. Here's What That Means for Micron and Sandisk.

Key Points Elon Musk stated that memory chip production capacity is growing much more slowly than demand. Both Sandisk and Micron shares are inexpensively priced.10 stocks we like better than Sandisk › Listening to earnings calls can be a great way for investors to …

Why Anthropic’s $9 Billion Deal With Riot Is a Watershed Moment for Bitcoin Miners

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s. Continue Reading

Nvidia’s Next Act: Can NVDA Defy Gravity Again?

Quick Read NVDA trades 28% below its 52-week high despite posting $81.6 billion in Q1 FY27 revenue, up 85% year over year. At 26x forward earnings with 65% operating margins and a PEG of 0.62, NVDA's valuation looks cheap relative to its growth rate. …

Why Monolithic (MPWR) Might be Well Poised for a Surge

Monolithic Power (MPWR) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The upward trend …

27-year-old chip stock sees price target slashed despite sales, profit surge

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that …

Intel's huge rally is helping pay for its AI comeback

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker's surging stock price saved the company millions as it prepares to issue $20 billion in new common stock. Video Transcript 00:00 …

monday.com Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y

monday.com MNDY reported second-quarter 2026 non-GAAP earnings of $1.48 per share, up 35.8% year over year and surpassing the Zacks Consensus Estimate by 29.82%. Revenues rose 22% to $364.6 million and beat the consensus mark by 2.72%. The quarter benefited from stronger operating profitability …

Michael Burry Has a Stark Warning for Investors Betting on Today's Market

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) renewed his criticism of current U.S. market valuations over the weekend, arguing that investors are placing too little weight on price and fundamentals. Warning! GuruFocus has detected 5 Warning Signs with TSLA. Is TSLA …

Top Midday Stories: Nvidia Developing Ambitious Open-Source AI Model; Intel Upsizes Share Offering to $20 Billion

Stocks were down in late-morning trading Tuesday, as investors continued to look for signs of progre PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that …

Trump administration decided not to participate in Intel secondary but gave blessing: report

[Intel headquarters in Santa Clara, California, USA] JHVEPhoto * The Trump Administration decided not to participate in Intel's (INTC [https://seekingalpha.com/symbol/INTC]) secondary offering but approved of the semiconductor giant doing so, Semafor reported. * Intel CEO Lip Bu-Tan spoke to Commerce Secretary Howard Lutnick, who …

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

Intel Corporation INTC appears to be gaining momentum, with improving revenues highlighting a significant turnaround in the chipmaker's fortunes. Strength across the data center and client computing businesses, growing AI-related demand and improving manufacturing execution are helping revive the company's growth trajectory. The company …

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's …

Apple Already Increased the Price of iPhones Up to $300. Their Price Hikes Might Be Just Starting.

Quick Read Memory's share of the iPhone Pro's bill of materials surged from 10% to 34% in one year, forcing Apple to raise iPhone prices up to $300. Micron surged 202% year to date with 346% revenue growth, while Qualcomm's handset revenue fell 20% …

Microsoft's Maia 300 Could Be a Win for Marvell and TSMC

This article first appeared on GuruFocus. Chip designer Marvell Technology Inc. (MRVL, Financials) could be among the clearest benefactors if Microsoft's Maia 300 AI accelerator ever achieves considerable scale.Wedbush analyst Matt Bryson said a substantial Microsoft order would likely benefit both Marvell and TSMC, …

WidePoint to Report Q2 Earnings: What's in Store for the Stock?

WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. …

Microchip Q1 Earnings Call Highlights Broad Recovery & Data Center Growth

Microchip Technology Incorporated MCHP used its fiscal first-quarter earnings call to emphasize a broader demand recovery, depleted channel inventories and accelerating data center exposure, while warning that external supply constraints are tightening. Reported revenues of $1.48 billion topped the Zacks Consensus Estimate of $1.46 …

Por qué SiTime (SITM) ha subido un 25,4 % tras el cambio en los beneficios y la revisión al alza de las previsiones de ingresos para el tercer trimestre, y qué se espera a partir de ahora

Intel Just Increased Its Stock Offering to $20B. Why That’s Good News for ASML.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading

Can Silicon Motion's New MonTitan SSD Solution Drive Growth?

Silicon Motion Technology Corporation SIMO has strengthened its footprint in the evolving artificial intelligence (AI) infrastructure market by introducing its MonTitan SSD Reference Design Kit (RDK). The new platform is designed to deliver high performance, predictable latency and sustained data processing to meet the …

Nvidia Rises Amid Massive Wall Street Partnership; Is Nvidia A Buy Now?

Nvidia rises in a base on Tuesday after the company announced a partnership with large investment banks to raise $500 billion. Continue Reading

Nvidia Confirms $500 Bil AI Funding Deal. These Stocks Jump.

Nvidia confirmed late Monday that it will work with six of the world's largest financial companies to secure $500 billion in funding for artificial intelligence infrastructure. The financial stocks jumped on Tuesday. Continue Reading

ON Semiconductor (ON) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations and Corporate Development - Parag AgarwalPresident and Chief Executive Officer - Hassane El-KhouryChief Financial Officer - Thad Trent TAKEAWAYS Revenue -- ON Semiconductor(NASDAQ:ON) …

This Is the Big Question With Micron Technology Stock

Key Points Micron's stock trades at a discount given the uncertainty the business faces in the long run. Once the shortage in memory and storage products ends, its days of exceptionally high growth may be over. SK Hynix recently announced a significant $38 billion …

How Micron Stock Can Bust Out of Its Slump

Micron stock has stuttered in recent weeks but Mizuho's Vijay Rakesh is confident it will only be a blip. Continue Reading

Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink …

Trump says 401(k)s are up ‘double and triple’ as America enters golden age — are you all set to get rich?

Nathan Howard/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. President Donald Trump says Americans' retirement accounts are enjoying a historic run — and he believes the best may still be ahead. During a …