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06.05.26 - 22:49
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AMD Soars on Blockbuster AI-Fueled Forecast | Bloomberg Tech 5/6/2026 (Bloomberg)
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Bloomberg's Caroline Hyde discusses Advanced Micro Devices' strong forecast that sent shares climbing. Plus, Disney posts stronger than expected results on the back of earnings thanks to improved profitability at its streaming business. And, Uber's CFO talks about the ride-hailing giant's push into premium offerings as the company posts a second-quarter outlook that beat expectations. (Source: Bloomberg)...
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06.05.26 - 21:00
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Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand (24/7 Wall St.)
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The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand...
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06.05.26 - 19:24
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Oil Slides On Iran Deal Hopes | Open Interest 5/6/2026 (Bloomberg)
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Brent crude slips below $100 as markets bet on a possible US, Iran breakthrough. Tech stocks rally on AMD's blockbuster earnings and AI-fueled dealmaking. And with gas near $4.50 a gallon, we'll ask the CEOs of SharkNinja, Cummins, and Pitney Bowes how rising energy costs are hitting consumers, business investment, and the broader economy. (Source: Bloomberg)...
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06.05.26 - 19:24
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Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call (24/7 Wall St.)
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Three of the most-watched AI names point in three different directions at current prices: NVIDIA (NASDAQ:NVDA) at $196.50 looks most attractive on valuation, AMD (NASDAQ:AMD) at $355.26 looks priced for perfection, and Palantir (NASDAQ:PLTR) at $135.91 faces the steepest valuation hurdle. Each rides the same agentic-AI thesis. Valuation and recent price action separate them. Buy ... Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call...
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06.05.26 - 19:12
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AMD: Kursexplosion nach Top-Zahlen – so geht es jetzt weiter (Der Aktionaer)
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Mit starken Zahlen und einem optimistischen Ausblick hat AMD am Dienstagabend für Begeisterung bei den Anlegern gesorgt. Die Aktie klettert am Mittwoch nun um rund 20 Prozent auf ein neues Rekordhoch. Die Euphorie ist grenzenlos. Auch die Experten heben ihre Kursziele bereits reihenweise deutlich an und finden lobende Worte....
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