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04.05.26 - 18:36
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AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ:AMD) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD's peers are barely moving. Intel (NASDAQ:INTC) stock is down 2% and NVIDIA (NASDAQ:NVDA) stock is off just 1%. After months of correlated moves higher, the artificial intelligence ... AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here...
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04.05.26 - 18:06
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Key Events This Week: Payrolls, Quarterly Refunding, Confidence, And More Earnings (ZeroHedge)
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Key Events This Week: Payrolls, Quarterly Refunding, Confidence, And More Earnings
Key data releases this week will be the US April jobs report and the University of Michigan's consumer survey. Other economic events feature the US Treasury quarterly refunding announcement and rate decisions in Australia, Norway and Sweden. Corporate earnings include AMD, Palantir and Rheinmetall.
The focus this week will be on the US April jobs report due Friday. Economists see payrolls up +65k in April, down from +178k in March, with a
slightly faster earnings growth rate (+0.3% vs +0.2% in March) and a stable unemployment rate (4.3%). Other labor market indicators due will include the JOLTS report on Tuesday and the ADP report on Wednesday.
Elsewhere, US indicators will include the University of Michigan's consumer survey for May on Friday (our US economists forecast some rebound in sentiment from 47.6 in April to 52.2), the ISM services index on Tuesday and Q1 non-farm productivity data on Thursday. Roun...
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04.05.26 - 17:45
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AMD auf Rekordhoch: Diese Zahlen müssen jetzt geschlagen werden (Der Aktionaer)
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Die Rally bei Aktien aus dem Halbleitersektor hält ungebremst an. Davon profitiert seit Monaten auch der Chiphersteller AMD, dessen Aktie alleine seit Ende März mehr als 80 Prozent zugelegt hat. Nun gilt es am morgigen Dienstag aber, diese Vorschusslorbeeren auch mit starken Quartalszahlen zu untermauern....
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04.05.26 - 17:12
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HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam? (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?...
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04.05.26 - 17:00
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AMD Will Be a $1 Trillion Company Faster Than You Think (24/7 Wall St.)
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AMD's conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD) heading into 2026. Here is the simple version. Hyperscalers are pouring money into data centers fast enough that every component in the rack is straining on the supply ... AMD Will Be a $1 Trillion Company Faster Than You Think...
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04.05.26 - 14:00
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Here Are Monday′s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More (24/7 Wall St.)
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Pre-Market Stock Futures: Futures are trading lower as we start off the new week, as oil surges higher amid reports that a U.S. warship was turned back in the Strait of Hormuz, but what a start we had to the new month on Friday. The Thursday close on April's last trading day marked the best ... Here Are Monday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More...
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