[US Market News]

AI Infrastructure Spending Creates New Wave of Semiconductor Ecosystem Winners

June 29, 2026 8:45 AM
InvestorsHub NewsWire

AI Infrastructure Spending Creates New Wave of Semiconductor Ecosystem Winners

AINewsWire Editorial Coverage: A tectonic shift is reshaping global semiconductor manufacturing. Hundreds of billions of dollars in new investment are flowing into the United States, pulling Taiwan's advanced manufacturing ecosystem closer to North American customers, capital markets and emerging opportunities. As artificial intelligence drives unprecedented demand for semiconductors and data center infrastructure, the companies enabling that production, including the precision engineers, automation providers and specialty materials manufacturers, are beginning to follow. Positioned directly at this intersection is Nightfood Holdings Inc. (OTCQB: NGTF) (Profile), doing business as TechForce Robotics, an AI-enhanced robotics and automation company that is actively building its strategic footprint within this migration. TechForce Robotics just announced a strategic alliance with Taiwan-based Jiun Jiang Enterprise Co. Ltd. (JJ Enterprise), a precision engineering and advanced manufacturing company serving the semiconductor, advanced packaging, and industrial automation industries. The partnership is designed to give TechForce Robotics access to decades of expertise in semiconductor-grade manufacturing, advanced materials processing, and high-performance production systems, capabilities central to the ongoing migration reshaping global manufacturing. This move reflects the company's commitment to becoming a key player among companies focused on  providing the hardware and infrastructure that power today's rapidly expanding AI ecosystem, including NVIDIA Corporation (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Broadcom Inc. (NASDAQ: AVGO) and Super Micro Computer Inc. (NASDAQ: SMCI).

• The migration of Taiwan's semiconductor supply chain into the United States is no longer a trend in early formation; it is an industrial realignment already in motion.
• A growing body of opportunity is emerging for the companies that manufacture, automate and support the production of AI systems.
• TechForce Robotics is positioning itself to participate in this dynamic; JJ Enterprise's technologies support critical applications across AI infrastructure manufacturing, advanced packaging and next-generation thermal management.
• Each new facility that comes online requires significant investment in automation, robotics and production systems; TechForce Robotics is developing its capabilities in direct response to this demand.
• A parallel transformation is taking place in how Taiwan's industrial technology companies are approaching growth capital and international expansion.

Click here to view the custom infographic of the Nightfood Holdings editorial.

Taiwan's Semiconductor Suppliers Are Moving West

The migration of Taiwan's semiconductor supply chain into the United States is no longer a trend in early formation; it is an industrial realignment already in motion. As Taiwan Semiconductor Manufacturing Company Limited ("TSMC") and other major manufacturers expand American operations, their ecosystem of suppliers, such as equipment makers, automation providers, specialty materials companies, and engineering firms, is under growing pressure to establish a closer U.S. presence. The forces driving this movement are multiple and reinforcing.

Geopolitical risk plays a significant role. Concentration of the global semiconductor supply chain in Taiwan has long been viewed as a strategic vulnerability. According to the US-Taiwan Business Council, several Taiwanese material suppliers have already established significant facilities in Arizona. That physical presence is helping both TSMC and U.S.-based semiconductor manufacturers reduce exposure to potential supply disruptions. Commerce Secretary Howard Lutnick has publicly stated that a goal of the U.S.-Taiwan trade framework is to bring 40% of Taiwan's semiconductor supply chain to the United States.

The financial scale of this migration is substantial. In January 2026, the U.S. and Taiwan signed a trade agreement that includes $250 billion in direct investments from Taiwanese semiconductor and technology enterprises, alongside an additional $250 billion in credit guarantees to expand chip production capacity in the United States. These commitments go well beyond TSMC itself. They signal a broader expectation that Taiwan's broader manufacturing ecosystem will follow its anchor customers westward over the coming decade.

Industry analysts have noted that the migration creates both opportunity and complexity. Building supplier relationships, establishing manufacturing operations and navigating U.S. regulatory environments all require local partnerships and institutional knowledge. Early movers in this process stand to benefit most, gaining access to customers, contracts and capital before the field becomes crowded. DigiTimes reported in mid-2025 that TSMC's Arizona expansion is acting as a magnetic pull for Taiwanese suppliers, accelerating a wave of cross-Pacific expansion initiatives.

TechForce Robotics is moving with this current. The company's strategic alliance with JJ Enterprise connects TechForce to a Taiwan-based manufacturer already embedded in the semiconductor supply chain. JJ Enterprise's expertise in advanced semiconductor packaging, thermal interface material manufacturing, gallium-based liquid metal processing and precision industrial automation spans exactly the capabilities that new North American fabs will need as they ramp production. By building this relationship now, TechForce Robotics is positioning itself as part of the migration rather than watching it from the outside.

The AI Buildout Creates Demand Far Beyond the Chip Designers

Wall Street's attention in the AI cycle has remained concentrated on a handful of household names. NVIDIA, AMD and TSMC capture the bulk of focus and media coverage. But the infrastructure supporting the AI revolution is far wider and deeper than these headline companies. A growing body of opportunity is emerging for the companies that manufacture, automate and support the production of AI systems.

The numbers underscore this reality. Global semiconductor sales reached $208.4 billion in the third quarter of 2025, a 15.8% increase compared to Q2, according to the Semiconductor Industry Association. Monthly sales for September 2025 reached $69.5 billion, a 25.1 percent jump compared with September 2024. This level of demand is creating significant downstream pressure for manufacturing capacity, automation systems, and production support technologies across the ecosystem. The companies supplying those capabilities are operating in fast-growing markets of their own.

The numbers underscore this reality. Global semiconductor sales reached $208.4 billion in the third quarter of 2025 alone, reflecting a 15.8% increase over the prior quarter. Monthly sales for September 2025 reached $69.5 billion, a 25.1% jump compared with September 2024. This level of demand is creating significant downstream pressure for manufacturing capacity, automation systems, and production support technologies across the ecosystem. The companies supplying those capabilities are operating in fast-growing markets of their own.

One particularly significant growth area is semiconductor automation. The global robotics in semiconductor market was valued at approximately $10.9 billion in 2025 and is projected to reach $27.34 billion by 2035, growing at a compound annual growth rate of 9.65% over that period. North America is the fastest-growing regional market, expanding at a CAGR of 8.28%. That trajectory reflects the wave of new fab construction underway across the United States, as manufacturers invest heavily in automation systems to support advanced node production and increase throughput.

Advanced packaging is another area seeing accelerating investment. As chip architectures move toward more complex three-dimensional integration and heterogeneous packaging, the automation and precision systems required to support those processes are becoming more sophisticated and more valuable. The semiconductor advanced packaging market is projected to grow at a CAGR of 9.4% between 2025 and 2030, driven by AI and high-performance computing demand. The broader semiconductor assembly and packaging equipment market is forecast to grow from $9.72 billion in 2025 to $17.44 billion by 2032 at a CAGR of 8.72%, with automation and AI-driven systems playing an increasingly central role in production.

These are not peripheral opportunities. They sit at the core of how next-generation semiconductors are manufactured. TechForce Robotics is seeking to access this opportunity through its partnership with JJ Enterprise. The alliance gives TechForce access to expertise in advanced semiconductor packaging technologies, including CoWoS and next-generation thermal management solutions that are central to AI chip production.

How AI Spending Flows Through the Ecosystem

No company better illustrates the cascading effect of AI infrastructure spending than Super Micro Computer. Supermicro does not design chips; rather, it assembles AI servers. Yet as hyperscalers and enterprises raced to deploy AI infrastructure, Supermicro's business grew to reflect that demand directly. The company's trajectory shows how transformative AI spending can be for companies operating one or two steps downstream from the headline chip designers.

The financial results are striking. In its second quarter of fiscal year 2026, Supermicro reported record net sales of $12.7 billion, more than double the revenue from the same quarter one year earlier. Full-year fiscal 2026 revenue guidance was subsequently raised to at least $36 billion. In June 2026, the company announced a $7 billion equity financing transaction to fund purchases of components needed to satisfy AI server orders it had recently received. These are not incremental milestones. They reflect explosive, sustained demand.

Supermicro's success creates demand throughout its own supply chain. The company relies on hundreds of component suppliers, manufacturing partners, automation systems, thermal management technologies and precision production capabilities to assemble its AI server platforms. As Supermicro scales production across its facilities in the United States, Taiwan, Malaysia, the Netherlands and the Middle East, its supplier ecosystem scales alongside it. The AI infrastructure boom is not confined to chip designers. It flows through to every layer of the production stack.

TechForce Robotics is positioning itself to participate in this dynamic. JJ Enterprise's technologies support critical applications across AI infrastructure manufacturing, advanced packaging and next-generation thermal management. These are precisely the production capabilities that companies such as Supermicro depend on as they ramp AI server output. The engineering disciplines embedded in JJ Enterprise's operations, including precision motion control, materials handling, process consistency and contamination management, are directly applicable to the production environments that AI infrastructure manufacturing requires.

Intelligent Manufacturing Is Now a Competitive Necessity

Semiconductor manufacturing has never been a forgiving industry. It demands extraordinary precision, exceptional cleanliness and unrelenting consistency. As chip geometries continue to shrink and packaging architectures grow more complex, those demands are intensifying. Manufacturers are responding by investing heavily in automation, robotics, machine vision and intelligent production systems. These technologies are no longer optional enhancements. They are becoming foundational requirements for competitive semiconductor manufacturing.

The scale of investment reflects the urgency. Industry analysis indicates that global semiconductor companies plan to invest approximately $1 trillion in new fabrication plants through 2030. In the United States alone, the Semiconductor Industry Association has tracked more than $645 billion in announced private semiconductor investments across 140-plus projects in 30 states since 2020. Each new facility that comes online requires significant investment in automation, robotics and production systems, creating downstream demand throughout the manufacturing technology ecosystem

TechForce Robotics is developing its capabilities in direct response to this demand environment. The company operates through a Robotics-as-a-Service ("RaaS") model that provides scalable automation solutions across multiple industries. Through its alliance with JJ Enterprise, TechForce gains access to semiconductor-grade manufacturing expertise and advanced automation capabilities that are immediately relevant to the needs of new U.S. fabs.

Unlocking New Capital for Taiwan's Manufacturers

A parallel transformation is taking place in how Taiwan's industrial technology companies are approaching growth capital and international expansion. For decades, many of Taiwan's most sophisticated manufacturing and engineering firms operated as private companies serving large OEM customers within established supply chains. The AI infrastructure boom, combined with the migration of semiconductor manufacturing toward North America, is creating new incentives to seek public-market access, cross-border partnerships and U.S. exchange listings.

The motivations are clear. Public-market access provides capital for R&D investment, manufacturing expansion and talent acquisition at a scale difficult to achieve through private means. U.S. exchange listings provide visibility with American institutional investors and customers. Strategic partnerships with U.S.-listed companies provide a pathway to North American market participation and capital without the cost and complexity of a standalone IPO. As the semiconductor ecosystem migration accelerates, these cross-border transaction structures are becoming more common and more strategically significant.

The CHIPS Act has created additional incentives for this dynamic. The legislation's $39 billion in manufacturing incentives is available to companies investing in U.S. semiconductor facilities, creating financial reasons for Taiwan-based manufacturers to establish American operations or partner with U.S. companies. The CHIPS for America program continues to fund projects spanning fabrication, advanced packaging, manufacturing equipment and materials production. Companies with North American operating relationships are better positioned to participate in this funding environment than those without one.

TechForce Robotics and Nightfood Holdings are pursuing a strategy that reflects this evolving landscape. The company's proposed acquisition of a controlling interest in JJ Enterprise is designed to give investors in a publicly traded U.S. company direct exposure to the migration of Taiwan's advanced manufacturing capabilities into North America.

The convergence of TSMC's six-fab Arizona buildout, CHIPS Act-driven investment across 30 states and accelerating demand for AI infrastructure is creating a window for companies able to position themselves at the intersection of Taiwan's manufacturing expertise and North America's capital and customer base. TechForce Robotics is building precisely that position. Through its alliance with JJ Enterprise and its broader automation platform, the company is seeking to participate in an industrial migration that is already well underway and that is likely to define the next decade of semiconductor and AI infrastructure growth.

AI Infrastructure Powers Next-Generation Innovation

Artificial intelligence continues to evolve beyond algorithms and applications, with the industry's focus increasingly shifting toward the infrastructure that enables large-scale deployment. Recent developments highlight growing investments in high-performance computing, cloud integration, cybersecurity and edge intelligence, underscoring how the next wave of AI innovation will depend on scalable, secure and energy-efficient platforms capable of supporting increasingly sophisticated workloads across enterprise and industrial environments.

NVIDIA Corporation (NASDAQ: NVDA) is collaborating with Amazon Web Services ("AWS") to bring AI production at scale. The company observed that building AI systems at scale is demanding, requiring low-latency inference, fast vector search, strong GPU price-performance and infrastructure that can grow without multiplying operational complexity. NVIDIA's latest work with AWS addresses each of those constraints. For example, EC2 G7 instances powered by NVIDIA RTX PRO 4500 Blackwell Server Edition GPUs expand the compute layer for AI, graphics, video and data analytics workloads, while the NVIDIA cuVS library accelerates the retrieval layer by making GPU-powered vector indexing the default in OpenSearch Serverless.

Advanced Micro Devices Inc. (NASDAQ: AMD) has signed a definitive agreement with Rackspace Technology(R). The agreement is for the phased deployment of an initial 30 MW footprint dedicated to AMD-based compute deployments across Rackspace's global data centers beginning in late 2026 through 2028. The agreement operationalizes a memorandum of understanding announced in May and establishes AMD as a strategic technology partner at the silicon layer of Rackspace's governed AI stack.

Broadcom Inc. (NASDAQ: AVGO) announced significant security investments for the Spring and Java ecosystem, relied on by over half of Fortune 500 companies. To help the Spring community navigate an unprecedented surge in AI-detected security threats, Broadcom's Tanzu business released the largest set of Spring security updates to open source in Spring's 23-year history. Additionally, for customers, Broadcom is extending its proven clean-room build architecture, foundational to Bitnami, to build the Java dependencies for the entire Spring ecosystem. These investments aim to protect the integrity of Spring and prepare Broadcom's customers for the continued rise in AI-enabled security threats.

Super Micro Computer Inc. (NASDAQ: SMCI) is expanding support for AI-optimized edge computing solutions powered by Intel technologies. These solutions include new systems featuring Intel Core Ultra Series 3 processors, Intel Core Series 2 processors and Intel Arc Pro B-series GPUs. The systems range from compact, fanless systems for industrial applications, short-depth 1U rackmount servers for space-constrained environments and a mini tower for office environments. Designed to be a cost optimized solution for low-latency AI inferencing and intelligent automation, the expanded portfolio helps organizations across retail, manufacturing, physical security, transportation and logistics deploy scalable, power-efficient AI at the edge.

These milestones reflect a broader transformation in the AI ecosystem as organizations strengthen the foundational technologies required to support widespread adoption. As advances in computing, networking, security and intelligent edge systems continue to converge, AI is becoming more scalable, resilient and accessible—laying the groundwork for the next generation of enterprise applications and real-world automation.

For further information about Nightfood Holdings Inc., please visit the Nightfood Holdings profile.

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Original: AI Infrastructure Spending Creates New Wave of Semiconductor Ecosystem Winners

[iHub News]

Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil Plummets

June 26, 2026 8:54 AM
IH Market News

The mood in the Wall Street pre-market is one of strong risk aversion. Investors are reacting pessimistically to reports that OpenAI may delay its highly anticipated initial public offering (IPO), which has reignited doubts about actual financial returns compared to the astronomical infrastructure costs of Artificial Intelligence (AI).

At 8:02 AM ET, Dow Jones index futures are down 38 points, or 0.07%. S&P 500 futures are down 34.50 points, or 0.46%. Nasdaq futures are dropping 342.25 points, or 1.15%. The 10-year Treasury yield is down to 4.382%.

Volatility is amplified by a shift in macroeconomic expectations, as the market digests the possibility of further interest rate hikes by the Federal Reserve (Fed).

Friday’s economic calendar begins with the release of preliminary data for the Goods Trade Balance and Wholesale Inventories for May, both published at 9:30 AM ET.

At 11:00 AM ET, the final June data from the University of Michigan (UoM) will be released, including the Consumer Sentiment Index and, most notably, the 1-year Inflation Expectations (projected at 4.6%) and 5-year Inflation Expectations (projected at 3.4%).

Shortly after, FOMC members will speak: Williams at 11:30 AM ET and Kashkari at 12:30 PM ET.

The OpenAI Effect and the Semiconductor Tumble

According to The New York Times, OpenAI is considering delaying its IPO. Reasons include the weak performance of SpaceX shares following its market debut and fears of sector volatility. JPMorgan and market analysts warn that this could slow down investments in technological infrastructure.

As a result, the chip and memory sector suffered sharp global losses:

Top Losses in Focus (US & Global)

• On Semiconductor (NASDAQ:ON): ? Drops more than 14% (after announcing the acquisition of Synaptics for $7 billion in stock).
• Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK): ? Fall around 4.8% (giving back part of the previous day’s gains).
• Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), and Intel (NASDAQ:INTC): Decline between 3% and 4%.
• SoftBank Group (Asia): ? Led losses in the region with a decline of over 12%, reflecting its heavy exposure as an OpenAI investor.
• ASML & Infineon (Europe): Drop 1.4% and 3.6%, respectively.

Oil in Free Fall

Despite rising geopolitical tensions in the Persian Gulf—following reports of an attack attributed to Iran against a Singaporean cargo ship in the Strait of Hormuz—investInvestors preferred to focus on the risks of a global economic slowdown, pushing energy commodities downward.

At 8:12 AM ET, Brent crude oil contracts for August are down 3.4%, trading at $72.73 a barrel. US WTI crude oil is down 3.1%, trading at $69.73 a barrel.

• Energy Stocks: APA Corporation, Diamondback Energy, and Occidental Petroleum are trading down 1% to 1.5%.

Gold Attempts to Stabilize

The precious metal is attempting a slight technical recovery today, driven by US inflation data that came in flat, but the medium-term outlook remains challenging.

Despite the daily gain, trading at $4,063, gold is on track to close its fourth consecutive week of losses, pressured by the specter of higher US interest rates. Silver follows the slight upward movement today, but also closes the week in negative territory.

Against the Trend: Positive Highlights

Amid the sea of red, a few companies managed to post gains in the pre-market:

• Synaptics (NASDAQ:SYNA): Rises 4.8% (boosted by On Semiconductor’s acquisition announcement).
• Rocket Lab (NASDAQ:RKLB): Rises 1.1% (after securing a NASA contract for launch services for two solar and climate research missions).
• Apple (NASDAQ:AAPL): Rises 0.7% (attempting a slight technical recovery after plunging 6.12% in the previous session, driven by price increases for iPads and MacBooks due to component costs).

The post Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil Plummets appeared first on US Editors.

Original: Wall Street Pre-Market: Futures Tumble as OpenAI IPO Delay Sparks AI Tech Rout, Oil Plummets

[iHub News]

Markets Are Finally Facing a Reality Check

June 25, 2026 9:18 AM
IH Market News

Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years.

Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence. Massive spending plans were celebrated, valuation concerns were brushed aside, and any weakness was viewed as a buying opportunity.

That mood is now shifting.

Technology and semiconductor stocks have led a broad sell-off across Asia, Europe and the United States. South Korea’s market came under heavy pressure, while major chipmakers such as Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD), Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) also moved sharply lower. SpaceX (NASDAQ:SPCX) extended a decline that has already erased a significant portion of its post-IPO gains.

At the heart of the move is a growing question: will the enormous sums being invested in AI ultimately generate returns that justify current valuations?

For months, markets have priced in an exceptionally optimistic scenario. AI would drive productivity, earnings would accelerate, consumers would remain resilient, and central banks would eventually lower interest rates. It was a compelling story, but one that left little room for disappointment.

Now investors are demanding evidence rather than promises.

The focus has shifted toward questions that should have been asked from the beginning. How quickly will AI investments translate into revenue? Will profits rise fast enough to support current valuations? And can spending continue at its current pace?

At the same time, broader economic concerns are returning to the spotlight. Growth is slowing in some regions, consumers are becoming more selective, borrowing costs remain elevated and geopolitical uncertainty continues to cloud the outlook.

Another issue is positioning. The AI trade became one of the most crowded themes in modern market history, with investors piling into many of the same technology names. Crowded trades tend to perform exceptionally well on the way up, but can unwind rapidly when sentiment changes.

This does not necessarily signal a financial crisis or economic downturn. Rather, it reflects a reassessment of expectations.

Markets are not just marking down technology stocks—they are marking down optimism.

The strongest companies will ultimately be those that can convert AI spending into sustainable earnings growth and tangible returns. Investors are rediscovering a simple truth: technology can transform industries, but it does not eliminate the importance of profits, valuations and economic cycles.

Markets are getting a cold shower. They probably needed one.

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The post Markets Are Finally Facing a Reality Check appeared first on US Editors.

Original: Markets Are Finally Facing a Reality Check

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AMD! New record high

[iHub News]

Rackspace Shares Jump 30% After Securing AMD-Powered AI Infrastructure Agreement (RXT)

June 16, 2026 8:10 AM
IH Market News

Major AI Compute Partnership Boosts Rackspace Stock

Rackspace Technology (NASDAQ:RXT) shares surged 30% on Tuesday after the company announced a definitive agreement with AMD (NASDAQ:AMD) to deploy 30 megawatts of AI computing infrastructure powered by AMD technology.

The deal formalizes the Memorandum of Understanding the two companies unveiled on May 7, 2026, and establishes AMD as a key strategic technology partner within Rackspace’s managed artificial intelligence platform.

Global Deployment Scheduled Through 2028

Under the agreement, the infrastructure rollout will take place in phases across Rackspace’s worldwide data center network beginning in late 2026 and continuing through 2028.

The deployment is expected to significantly expand Rackspace’s AI computing capabilities as enterprises increase investment in large-scale artificial intelligence applications and data-intensive workloads.

Next-Generation AMD Hardware at the Core

The platform will be built around AMD’s latest AI and data center technologies, including Instinct MI355X and MI350P graphics processing units, alongside AMD EPYC central processing units.

These components will be integrated into Rackspace’s Enterprise AI Cloud architecture, which is designed to support enterprise customers operating in highly regulated industries.

Healthcare organizations have already shown interest in the platform for clinical AI applications and large-scale inference workloads, according to the companies.

Focus on Regulated Enterprise Markets

Rackspace said the collaboration is specifically aimed at organizations that require secure, governed and compliant AI infrastructure.

“Enterprises in regulated industries need AI infrastructure that is governed from the ground up, with one operator accountable for business outcomes, not a collection of vendors each owning a piece,” said Gajen Kandiah, CEO of Rackspace Technology.

The company believes the integrated model will simplify AI deployment for businesses navigating complex regulatory requirements.

Joint Sales Effort to Drive Customer Adoption

Rackspace and AMD plan to dedicate commercial resources to expanding adoption of the new AI infrastructure offering.

Teams from both companies will work together to identify opportunities and develop relationships with enterprise customers seeking advanced AI computing capabilities.

The focus will be on organizations transitioning from experimental AI projects toward large-scale deployment of AI-powered workflows within core business operations.

New Managed AI Services Planned

The agreement is expected to accelerate the rollout of several AI-focused services, including Enterprise AI Cloud, Enterprise Inference Engine, Inference as a Service and Bare Metal AMD Instinct solutions.

Together, these offerings are intended to create a new category of managed enterprise AI infrastructure, giving customers access to scalable computing resources designed to support increasingly sophisticated artificial intelligence applications.

The partnership positions both companies to capitalize on growing demand for enterprise-grade AI platforms as organizations seek to move beyond pilot projects and deploy AI across mission-critical systems.

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Original: Rackspace Shares Jump 30% After Securing AMD-Powered AI Infrastructure Agreement (RXT)

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[iHub News]

AI-linked stocks advance as Trump explores public ownership model for AI firms

June 8, 2026 6:20 AM
IH Market News

Shares of several artificial intelligence-related companies moved higher in premarket trading on Monday after U.S. President Donald Trump said his administration is considering a proposal that could give the American public a direct stake in leading AI businesses.

Speaking to reporters aboard Air Force One on Friday, Trump revealed that discussions had taken place with major AI developers about a potential arrangement in which the federal government would hold an ownership interest in the sector.

“There’s something very interesting about it, where it almost becomes a partnership with the American public,” he said. “We’ll look into that.”

Chipmakers rally on potential government-backed AI initiative

Investors reacted positively to the comments, with a number of AI-focused stocks posting gains before the opening bell on Monday.

Nvidia (NASDAQ:NVDA) rose more than 1% by 04:14 ET, while fellow semiconductor companies Marvell (NASDAQ:MRVL) and Micron (NASDAQ:MU) advanced between 4% and 7%. AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) also traded more than 1% higher. In contrast, Google (NASDAQ:GOOG) slipped 1.2%.

Trump indicated that executives from leading AI companies, including Anthropic, OpenAI and xAI, are expected to continue discussions at a White House meeting that could take place as early as next week.

Several of those firms are widely expected to pursue public listings in the coming months, with valuations potentially reaching into the trillions of dollars.

Government stake discussions gain momentum

The president’s remarks followed a report from digital news outlet NOTUS, which said senior U.S. officials had already held preliminary conversations with AI companies regarding the possibility of the government purchasing equity stakes in their businesses.

The Trump administration has previously shown a willingness to take direct positions in strategic industries, having acquired stakes in Intel as well as a number of rare earth and quantum computing companies.

The concept gained additional attention after Senator Bernie Sanders proposed legislation that would impose a one-time 50% tax on AI companies’ stock, with the proceeds directed into a U.S. sovereign wealth fund.

“The move would guarantee that the trillions created by AI are used to improve the lives of all of us,” Sanders said.

The proposal has faced criticism from several prominent technology investors and executives, including Silicon Valley venture capitalist and Trump adviser David Sacks.

White House continues to refine AI policy

Trump acknowledged that Sanders’ proposal had resonated with some voters and suggested that broader public participation in AI-related wealth creation could help address growing concerns about the technology’s impact on society.

The administration has faced challenges in defining a long-term regulatory framework for artificial intelligence. A planned signing ceremony for an AI-focused executive order in May was unexpectedly canceled after concerns emerged from industry participants regarding aspects of the proposal.

At the time, Trump said he opposed certain provisions because they could weaken the United States in its competition with China in the AI sector.

Earlier this week, the president signed a revised executive order that asks leading AI developers to voluntarily submit their most advanced models for government cybersecurity testing before public deployment.

Growing concerns over AI risks

Debate around AI regulation has intensified in recent months, partly following the launch of Anthropic’s advanced Mythos platform.

Industry experts have warned that the technology could significantly increase the sophistication of cyberattacks if misused, particularly in sectors such as financial services that rely on complex and ageing technology infrastructure.

As policymakers weigh the economic opportunities and risks associated with artificial intelligence, investors are closely monitoring whether the White House’s latest proposals could reshape ownership structures across one of the fastest-growing industries in the world.

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Original: AI-linked stocks advance as Trump explores public ownership model for AI firms

[iHub News]

Wall Street Futures Ease as Hezbollah Rejects Ceasefire and Investors Await U.S. Jobs Data: Dow Jones, S&P, Nasdaq

June 5, 2026 5:21 AM
IH Market News

U.S. equity futures traded lower on Friday as investors assessed renewed geopolitical tensions in the Middle East and prepared for the release of closely watched U.S. employment figures. The latest developments have weakened expectations for a near-term resolution to the conflict involving Iran and added another layer of uncertainty to global markets.

At the same time, enthusiasm surrounding artificial intelligence-related stocks showed further signs of cooling after a mixed response to recent earnings announcements from major technology companies.

Futures Point to a Softer Open

By 03:36 ET (07:36 GMT), futures tied to the major U.S. indices were indicating a weaker start to trading. Dow Jones futures were little changed, while S&P 500 futures fell 0.6% and Nasdaq 100 futures declined 1.1%.

The technology-heavy Nasdaq Composite closed 0.1% lower in the previous session after semiconductor group Broadcom (NASDAQ:AVGO) released results that failed to fully satisfy elevated investor expectations.

The reaction weighed on several chipmakers, including Micron (NASDAQ:MU), Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD), all of which recorded notable declines.

Despite the weakness in technology stocks, the Dow Jones Industrial Average and the S&P 500 ended Thursday higher, gaining 1.7% and 0.4%, respectively.

Analysts at Vital Knowledge noted that “[T]he Broadcom disappointment […] triggered selling in certain semiconductor stocks and parts of the data center infrastructure complex but rather than cause a broad market slump, money instead simply rotated elsewhere, including pockets of value/cyclical.”

Hezbollah Rejection Complicates Peace Prospects

Investor sentiment was also affected by developments in the Middle East after Hezbollah rejected a ceasefire agreement between Israel and Lebanon.

The move has raised fresh doubts over the possibility of a broader diplomatic breakthrough between Washington and Tehran. Iran, which supports Hezbollah, has repeatedly linked progress in negotiations with the United States to an end to hostilities in Lebanon.

The conflict has expanded since the joint U.S.-Israeli military campaign against Iran began in late February, drawing other parts of the region into the confrontation.

Hezbollah leader Naim Kassem described the U.S.-brokered ceasefire arrangement as “absurd, humiliating, and insulting.”

According to the Associated Press, the statement followed Israeli attacks that reportedly killed at least four people. The agency also reported that Lebanese troops moved into areas of southern Lebanon on Thursday after months of intense fighting.

Oil Prices Remain Elevated Despite Modest Pullback

The ongoing standoff between the United States and Iran continues to impact energy markets, particularly through disruptions affecting the Strait of Hormuz, a critical route for global oil shipments.

Brent crude futures were last down 0.4% at $94.69 per barrel, while U.S. West Texas Intermediate crude fell 0.6% to $92.44 per barrel. Although prices have eased from recent highs, they remain significantly above levels seen before the conflict escalated.

Market participants remain concerned that a prolonged disruption to energy supplies could reignite inflationary pressures globally and influence the policy decisions of major central banks.

Current market expectations suggest the Federal Reserve is likely to keep interest rates unchanged through the remainder of this year, with some investors anticipating the possibility of rate increases in 2027.

Labor Market Report in Focus

Attention now turns to the latest U.S. nonfarm payrolls report, which is due later in the day and could provide important clues about the strength of the economy.

Economists expect the U.S. to have added approximately 85,000 jobs in May, compared with 115,000 in April. The unemployment rate is forecast to remain unchanged at 4.3%.

While payroll figures are considered the most comprehensive measure of labor market health, other employment indicators released this week have pointed to continued resilience, even as companies remain cautious about expanding or reducing headcount.

The report is expected to play an important role in shaping expectations for future Federal Reserve policy decisions under new Chair Kevin Warsh, who faces the challenge of balancing inflation risks against employment objectives.

Report Says U.S. Explored Equity Stakes in AI Companies

Separately, NOTUS reported that senior U.S. government officials have held preliminary discussions with leading artificial intelligence companies regarding the possibility of the government acquiring ownership stakes in their businesses.

According to the report, the conversations focused on voluntary share transfers to the government.

NOTUS said OpenAI chief executive Sam Altman discussed the concept with senior officials in the Trump administration, while rival Anthropic was reportedly not involved in discussions concerning government ownership.

The report added that any investment returns could potentially be directed toward public initiatives, including dividend-style payments to American households.

Broadcom stock price

Micron Technology stock price

Intel stock price

Advanced Micro Devices stock price

Original: Wall Street Futures Ease as Hezbollah Rejects Ceasefire and Investors Await U.S. Jobs Data: Dow Jones, S&P, Nasdaq

[BottomBounce]

If Silver Disappeared, These 15 Stocks Would Be in Serious Trouble — And Silver Would....

https://t.co/qo6KLpju8u

— Sovereign Signal Ω Ω 𓃵 ▫️◽ 🪽🧐 (@safehavenmoney) April 21, 2026

$AMD

[Stock Guy777]

Crazy, good opportunity to buy, dip today! Market overreaction on Nvidia Chip for laptops. Nice bounce back AMD

[iHub News]

Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

May 31, 2026 9:15 AM
IH Market News

AI expected to drive a new phase of CPU demand

Wolfe Research believes the rise of agentic artificial intelligence and orchestration computing will create a significant expansion in processor demand, projecting that the total addressable CPU market will grow by approximately 30% by 2028.

The firm argues that access to manufacturing capacity at Taiwan Semiconductor Manufacturing Company is likely to be a more important factor in determining competitive success than raw chip performance over the next several years.

Orchestration CPUs poised for strong growth

According to Wolfe, orchestration processors are expected to experience rapid expansion by 2028 as Nvidia’s Rubin Ultra platform moves toward a CPU-to-GPU ratio of roughly 1:1.

Despite the anticipated growth, Wolfe expects the orchestration CPU segment to remain largely dominated by companies that already control GPU and accelerated computing ecosystems.

The firm’s forecasts for orchestration CPU volumes are based on GPU and XPU shipment assumptions incorporated into its proprietary Wolfe Accelerator Model.

ARM designs expected to capture a larger share of AI computing

Within the developing market for agentic AI processors, Wolfe Research forecasts that ARM-based architectures will secure between 50% and 75% market share.

The research firm believes ARM designs offer advantages in energy efficiency and multi-threaded processing, while x86 architectures retain strengths in single-threaded performance.

Under Wolfe’s base-case scenario, where ARM captures half of the agentic CPU market, ARM’s share of the broader CPU industry would increase to roughly 45% by 2028 from approximately 15% today.

AMD identified as the biggest potential winner

Wolfe Research views Advanced Micro Devices (NASDAQ:AMD) as the company with the most significant upside relative to both its valuation and current scale.

The firm projects AMD’s server CPU revenue will rise from approximately $17 billion in 2026 to $44 billion by 2028.

According to Wolfe, that growth could add around $7 per share in earnings compared with 2025 levels, boosting AMD’s overall earnings potential to between $25 and $30 per share by 2028.

Intel expected to face continued share erosion

Although Wolfe forecasts expansion across the overall CPU industry, it believes Intel (NASDAQ:INTC) will continue to lose market share in several important segments.

The firm expects pressure in orchestration CPUs as Google increasingly adopts its internally developed Axion processors, while Intel is also projected to lose ground in traditional server CPUs and emerging agentic AI workloads.

Nevertheless, Intel’s server CPU revenue is still expected to increase from $22.6 billion in 2026 to $41.5 billion in 2028.

Assuming a 30% operating margin on incremental revenue, Wolfe estimates this growth could contribute approximately $1 in additional earnings per share relative to 2025.

Nvidia expected to lead CPU shipment expansion

Wolfe forecasts Nvidia (NASDAQ:NVDA) will ship more than four million CPUs this year, including roughly 1.3 million Vera agentic processors, with the majority expected to be delivered during the fourth quarter.

The firm estimates agentic CPU revenue could reach $6.6 billion in 2026, increase to $14 billion in 2027 and rise further to $24.6 billion in 2028.

These forecasts are based on an average selling price of approximately $5,000 per server CPU.

While Nvidia is expected to command the largest share of the market, Wolfe notes that CPUs will have a relatively limited impact on earnings because of the company’s much larger accelerator business.

The firm estimates CPU products could add roughly $0.50 per share in earnings compared with 2025.

Arm Holdings positioned for multiple growth drivers

Wolfe Research also sees meaningful upside for Arm Holdings (NASDAQ:ARM), supported by its exposure to orchestration processors, growing adoption of ARM-based agentic CPUs and future opportunities in proprietary silicon products.

Using its assumption of a 50% share of the agentic CPU market by 2028, Wolfe projects royalty revenue of approximately $1.5 billion in 2027, increasing to $2.5 billion in 2028.

The firm also forecasts ARM-generated silicon revenue of around $2 billion in 2028.

According to Wolfe’s estimates, datacenter CPU royalties could contribute roughly $1.25 per share in additional earnings compared with 2025, while silicon-related activities could add another $0.30 per share.

Combined, these contributions could support earnings power of approximately $4.50 per share by 2028, although Wolfe cautions that the stock continues to trade at a premium valuation.

Semiconductor manufacturers also stand to benefit

The anticipated increase in CPU demand is expected to translate into approximately 20% wafer growth over the next two years for semiconductor equipment manufacturers.

Even so, Wolfe expects GPUs and XPUs to remain the primary drivers of demand for advanced manufacturing capacity, with AI accelerators continuing to account for the largest share of leading-edge wafer production.

Advanced Micro Devices stock price

Intel stock price

Nvidia stock price

Arm Holdings stock price

Original: Wolfe Research sees AI workloads expanding CPU market by 30% through 2028

[Stock Guy777]

Oh yeah, most definitely. You will lose your shorts if you've been shorting As I know some have. Hence why went back at them lately in comments from about a year ago. But yes, I couldn't agree more with you, however, I'm seeing over $1 trillion Market cap so that would be into the $600 share price😉 we will definitely get there... better put my, IN MY HONEST OPINION.

[JJ8]

Long Tail Up on 26 May 2026. GLTA
Share price Post-Market $504.87 +$36.38 (+7.78%). WOW!
PS: Total Port value at ATH!

[iHub News]

Semiconductor shares climb in premarket trade as investor confidence improves

May 26, 2026 8:55 AM
IH Market News

U.S. semiconductor stocks moved broadly higher in premarket trading on Tuesday, with memory chipmakers and AI infrastructure companies leading gains as market sentiment improved following signs of progress in negotiations between the United States and Iran.

The rally followed strength across Asian markets, where artificial intelligence-linked technology stocks advanced in both Hong Kong and South Korea.

Micron leads sector gains after bullish UBS upgrade

Micron Technology (NASDAQ:MU) emerged as one of the strongest performers, rising 6% before the open after UBS more than tripled its price target on the company to $1,625.

UBS said expanding long-term supply agreements across the memory sector could fundamentally reshape Micron’s earnings outlook over time.

AI and chip stocks extend broader rally

Elsewhere in the semiconductor sector, Marvell Technology (NASDAQ:MRVL) gained 5%, while SanDisk (NASDAQ:SNDK) advanced 3.1%.

Qualcomm (NASDAQ:QCOM) rose 2.4%, and Advanced Micro Devices (NASDAQ:AMD) added 2.7%.

Meanwhile, Arm Holdings (NASDAQ:ARM) climbed 1.7%, while AI chip leader NVIDIA (NASDAQ:NVDA) traded 1.2% higher.

UBS highlights data centre demand as major growth driver

Last week, UBS raised its year-end target for the S&P 500 index to 7,900, pointing to what it described as “seemingly insatiable demand for data center infrastructure” as a major factor supporting stronger earnings expectations.

Middle East developments remain in focus

Investors continue to monitor geopolitical developments in the Middle East, where the prolonged closure of the Strait of Hormuz has created heightened uncertainty across global financial markets in recent months.

However, indications of progress in U.S.-Iran peace negotiations helped improve sentiment in Tuesday’s premarket session, although investors remain cautious given the fragile and evolving nature of the situation.

Micron Technology stock price

Marvell Technology stock price

SanDisk stock price

Qualcomm stock price

Advanced Micro Devices stock price

Arm Holdings stock price

Nvidia stock price

Original: Semiconductor shares climb in premarket trade as investor confidence improves

[Monksdream]

AMD, new high

[iHub News]

Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership

May 23, 2026 10:01 AM
IH Market News

Agentic CPUs Expected to Drive Explosive Industry Growth

Citigroup expects the global server CPU market to grow to roughly $132 billion by 2030, compared with an estimated $29.3 billion in 2025, with much of the expansion expected to come from emerging agentic CPU demand.

According to the brokerage, traditional general-purpose CPUs are projected to expand at a compound annual growth rate of 20%, reaching approximately $50.9 billion by 2030.

AI head node processors are forecast to grow at a 21% CAGR, climbing to around $21.1 billion by the end of the decade.

Agentic CPUs are expected to deliver the fastest growth, with Citigroup projecting a 185% compound annual growth rate that would lift the segment to about $59.4 billion by 2030.

Intel Expected to Remain Market Leader

Citigroup expects Intel (NASDAQ:INTC) to retain the largest share of the total CPU market through 2030, accounting for approximately 47% of industry revenue.

Advanced Micro Devices (NASDAQ:AMD) is projected to hold a 34% market share, while Arm-based (NASDAQ:ARM) processors and other competitors are expected to make up the remaining 19%.

Citi Raises Intel and AMD Price Targets

The brokerage increased its price target on Intel to $130 from $95 while maintaining a buy rating on the stock.

Citigroup also raised its target price on AMD to $460 from $358, while keeping a neutral rating on the company.

AI Deployment Shift Creates New CPU Opportunities

Citigroup noted that Intel, AMD and Arm-based chipmakers are increasingly focusing on CPU opportunities as major cloud providers redirect spending away from training artificial intelligence models and toward deploying them in production environments.

Semiconductor Stocks Continue Strong Rally

Intel shares have climbed approximately 195% since the start of the year, while AMD stock has advanced roughly 98% over the same period.

Intel stock price

Advanced Micro Devices stock price

Arm Holdings stock price

Original: Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership

[Lime Time]

481.41 AMD 🚀

[JJ8]

Double Top Breakout on 22 May 2026. GLTA

[iHub News]

AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD)

May 21, 2026 6:44 AM
IH Market News

Advanced Micro Devices (NASDAQ:AMD) announced that it has started ramping production of its sixth-generation AMD EPYC processors, known by the codename “Venice,” using Taiwan Semiconductor Manufacturing Company’s 2-nanometer manufacturing process.

AMD said the launch makes Venice the first high-performance computing processor in the industry to enter production using TSMC’s advanced 2nm process technology.

Initial production is currently being expanded in Taiwan, while manufacturing is also expected to extend to TSMC’s fabrication facility in Arizona.

The new processors are aimed at cloud computing, enterprise infrastructure and artificial intelligence applications.

“Ramping ’Venice’ on TSMC 2nm process technology marks an important step forward in accelerating the next generation of AI infrastructure,” said Dr. Lisa Su, chair and CEO of AMD.

“As AI and agentic workloads scale rapidly, customers need platforms that can move from innovation to production faster.”

AMD also revealed plans for another sixth-generation EPYC processor, codenamed “Verano,” which will also be built using TSMC’s 2nm process technology.

The Verano chip is expected to feature LPDDR memory integration and is designed to optimise performance-per-dollar-per-watt efficiency for cloud and AI computing workloads.

Dr. C.C. Wei, chairman and CEO of TSMC, said the partnership between the two companies demonstrates the importance of combining advanced semiconductor manufacturing with innovative chip design for high-performance computing and AI applications.

The collaboration between AMD and TSMC also extends beyond processor manufacturing into advanced packaging technologies, including TSMC’s SoIC-X and CoWoS-L systems, which AMD uses across its AI and data centre hardware portfolio.

Advanced Micro Devices stock price

Original: AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD)

[JJ8]

Low Pole Reversal on 20 May 2026. GLTA

[Coco44]

AMD will be looking at $500 a share soon so buy the dip I say, if some sap was shorting this they will be toast again and again.

[iHub News]

AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)

May 14, 2026 6:30 AM
IH Market News

Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS.

The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.

Server CPU Shipments Beat Seasonal Trends

UBS said total server CPU shipments increased about 6% from the previous quarter and roughly 19% year over year, significantly outperforming the normal seasonal trend, which historically points to a 7% quarterly decline.

On a unit-share basis, Intel lost approximately 370 basis points of market share, ending the quarter at 54.9%. AMD gained 230 basis points to reach 27.4%, while ARM expanded by 140 basis points to 17.7%.

“On a Y/Y basis ARM share increased from 11.5% to 17.7%, AMD grew from 24.1% to 27.4%, while INTC share declined from 64.4% to 54.9%,” UBS analysts led by Timothy Arcuri wrote in the report.

AMD Gains Momentum in x86 Server Segment

Within the x86 server processor market, Intel’s revenue share fell by 490 basis points to 53.8%, while AMD’s share climbed to 46.2%.

The shift came as Intel’s server processor shipments declined 1% quarter over quarter, compared with a 15% increase for AMD during the same period.

UBS analysts said they expect the trend to continue, pointing to accelerating hyperscaler investment and rising demand linked to agentic artificial intelligence workloads.

Following 21% server CPU market growth in 2025, UBS said the outlook remains strong as hyperscaler capital expenditures are projected to increase around 81% year over year.

AI Demand Seen Driving ARM and AMD Adoption

“While all CPU architectures will benefit from increasing AI demand near-term, we see strong hyperscaler adoption of ARM for head nodes and other applications in light of its power-efficient architecture, while AMD is well positioned with industry-leading core count combined with multithreading capabilities allowing to serve agentic workloads with multiple sub-agents on one device,” the analysts wrote.

For Intel, UBS argued that the company’s server roadmap “will likely become more competitive with introduction of Coral Rapids lineup,” while adding that Intel could benefit in the PC segment over the medium term as locally-run AI workloads increase demand for computing power.

PC Shipments Remain Under Pressure

In the PC market, first-quarter shipments declined 13% from the previous quarter, performing six percentage points below the five-year seasonal average and marking a 6% annual decline.

UBS forecasts global PC shipments will decrease roughly 11% during 2026 as higher memory prices continue to pressure consumer and enterprise demand. The bank also expects AMD to continue taking client processor market share from Intel.

UBS Sees Massive Long-Term Growth in Server CPU Market

Looking further ahead, UBS estimates the global server CPU market could expand nearly fivefold by 2030, growing from around $30 billion in 2025 to approximately $170 billion.

The bank projects ARM could account for between 40% and 45% of total server CPU unit shipments by the end of the decade, compared with roughly 15% in 2025.

Advanced Micro Devices stock price

Arm Holdings stock price

Intel stock price

Original: AMD and ARM Extend Server Market Gains While Intel Loses Share (AMD)

[Stock Guy777]

Well there you go. -$14 herrrrrrrres your sign/dip

[powercrush86]

overbought here waiting for levels downwards

[Stock Guy777]

I can see clearrrrrly noooow the bird- brain is gooone....

[Stock Guy777]

Really?

[Stock Guy777]

Boom!! There it is! Where these guys NOW??  I wonder

[Stock Guy777]

Wish I could find the tool that was bashing this when it was $250. Wonder how hes feeling?

[Lime Time]

469 AMD huge month 🚀

Maybe forward split, winning here

[Monksdream]

AMD, new all time highs

[Monksdream]

AMD, new all time highs

[Lime Time]

448.49 AMD 🚀

Amazing 💲

[Coco44]

AMD will see a rise in price during the next few trading days $500 pr share is just down the road for AMD ENJOY

[iHub News]

Rackspace and AMD partner on AI infrastructure for regulated industries

May 7, 2026 9:38 AM
IH Market News

Rackspace Technology (NASDAQ:RXT) and AMD (NASDAQ:AMD) announced a multiyear strategic collaboration focused on developing enterprise artificial intelligence infrastructure tailored for regulated sectors.

The companies said they signed a memorandum of understanding to pursue the creation of an Enterprise AI Cloud designed for organizations that require strong security, governance, and accountability standards.

Collaboration centered on managed AI infrastructure

Under the proposed partnership, the companies plan to combine AMD Instinct GPUs and EPYC CPUs within a fully managed infrastructure platform.

Rackspace would oversee the complete technology environment, ranging from hardware systems to application management, offering an alternative to current enterprise models where customers typically lease GPU capacity by the hour and manage operations independently.

Four AI-focused service offerings proposed

The framework outlined by the companies includes four potential solutions.

The Enterprise AI Cloud would provide customers with a fully managed private AI environment.

The Enterprise Inference Engine is intended to function as a context-aware runtime platform.

Inference as a Service would deliver managed AMD Instinct GPU infrastructure along with development and deployment tools.

Meanwhile, Bare Metal AMD Instinct would offer dedicated hardware resources for highly specialized AI workloads.

Executives emphasize governance and enterprise deployment

“As enterprises move AI out of the lab and into production environments, they’re asking who they can trust to run it there,” said Gajen Kandiah, CEO of Rackspace Technology. “Governing AI infrastructure in regulated environments with defined accountability is not something you bolt on after the fact.”

Dan McNamara, senior vice president and general manager of Compute & Enterprise AI at AMD, said the collaboration is designed to bring AMD AI computing capabilities into managed private environments for enterprise deployment.

Agreement remains preliminary

The companies noted that the memorandum of understanding serves only as a framework for possible future collaboration and does not represent binding obligations for either party.

They added that no final agreements have been completed and discussions are still in the early stages.

More about Rackspace and AMD

Rackspace Technology provides cloud computing, managed hosting, and infrastructure services for enterprise customers across public, private, and hybrid cloud environments. AMD develops high-performance computing technologies including CPUs, GPUs, and AI accelerators used in data centers, cloud infrastructure, PCs, and enterprise AI applications.

Rackspace Technology stock price

Advanced Micro Devices stock price

Original: Rackspace and AMD partner on AI infrastructure for regulated industries

[iHub News]

U.S. futures point modestly higher following strong two-day rally: Dow Jones, S&P, Nasdaq, Wall Street

May 7, 2026 9:15 AM
IH Market News

U.S. stock index futures traded slightly higher Thursday morning, suggesting Wall Street could see a more restrained advance after the sharp gains recorded over the previous two sessions.

Investor sentiment continued to benefit from optimism surrounding a potential diplomatic resolution to the conflict in the Middle East, though traders appeared cautious about extending the rally too aggressively.

Markets await further progress in U.S.-Iran talks

The recent surge has already pushed both the Nasdaq and the S&P 500 to fresh record highs, leading some investors to look for clearer evidence of progress in negotiations between the United States and Iran before increasing risk exposure further.

President Donald Trump said Wednesday that the U.S. and Iran had held “good talks over the last 24 hours” and indicated confidence that an agreement could be reached within days.

According to a report from Axios, U.S. officials expect Iran to respond within the next 24 to 48 hours to a one-page memorandum of understanding aimed at ending the conflict.

Axios also reported that while some U.S. officials remain doubtful that a final agreement will materialize, the White House is hoping to secure a diplomatic breakthrough before Trump concludes his trip to China next Friday. The report added that military action could resume if negotiations fail to produce a deal by then.

Wall Street extends gains to new record highs

Stocks rallied strongly throughout Wednesday’s session, building on gains from Tuesday and driving both the Nasdaq and S&P 500 to new record closing highs.

The Nasdaq climbed 512.82 points, or 2%, to finish at 25,838.94. The S&P 500 advanced 105.90 points, or 1.5%, to 7,365.12, while the Dow Jones Industrial Average rose 612.34 points, or 1.2%, to close at 49,910.59.

The market rally was fueled in part by optimism that tensions in the Middle East could ease after Axios reported the White House believes it is nearing an agreement with Iran tied to a one-page memorandum of understanding.

Citing U.S. officials and sources familiar with the matter, the report said the proposed arrangement would include Iran agreeing to a moratorium on nuclear enrichment, while both sides would ease restrictions involving transit through the Strait of Hormuz.

Although no formal agreement has yet been finalized, sources told Axios negotiations were at their closest point to a deal since the conflict began.

Further supporting market sentiment, President Donald Trump said the U.S. would temporarily suspend efforts to escort ships through the Strait of Hormuz while awaiting the possible completion and signing of the agreement.

AMD leads technology rally after earnings beat

Technology shares also received a boost from Advanced Micro Devices (NASDAQ:AMD), which surged 18.6% after releasing quarterly results that exceeded analyst expectations on both revenue and earnings.

The chipmaker also issued stronger-than-expected guidance for the second quarter, adding momentum to the semiconductor sector.

U.S. employment data comes in stronger than expected

On the economic front, payroll processor ADP reported that U.S. private sector hiring increased more than anticipated in April.

According to ADP, private payrolls rose by 109,000 jobs during the month, following a revised increase of 61,000 jobs in March.

Economists had expected growth of 85,000 jobs after the previously reported March increase of 62,000.

Gold, airlines and chip stocks rally

Gold-related shares posted some of the session’s strongest gains as bullion prices climbed sharply. The NYSE Arca Gold Bugs Index jumped 7.6%.

Computer hardware stocks also rallied, with the NYSE Arca Computer Hardware Index surging 7.2%.

Airline stocks participated in the broader advance as well, lifting the NYSE Arca Airline Index by 6.9%.

Semiconductor, steel, and biotechnology companies also recorded strong gains during the session.

Meanwhile, energy stocks moved sharply lower alongside declining crude oil prices.

Advanced Micro Devices stock price

Original: U.S. futures point modestly higher following strong two-day rally: Dow Jones, S&P, Nasdaq, Wall Street

[iHub News]

U.S. futures rise as investors focus on Iran peace prospects and oil volatility: Dow Jones, S&P, Nasdaq, Wall Street

May 7, 2026 5:32 AM
IH Market News

U.S. equity futures moved modestly higher on Thursday as markets continued to react positively to signs that negotiations aimed at ending the conflict between the United States and Iran may be gaining momentum. Meanwhile, oil prices fluctuated around the $100-per-barrel mark, retreating from recent highs but remaining significantly above levels seen before the outbreak of the war.

Futures point to further gains on Wall Street

By 03:39 ET, futures tied to the Dow Jones Industrial Average were up 113 points, or 0.2%. S&P 500 futures gained 15 points, or 0.2%, while Nasdaq 100 futures climbed 77 points, or 0.3%.

The move followed another record-setting session for U.S. equities on Wednesday, driven by reports suggesting Washington and Tehran were edging closer to an agreement that could bring an end to the conflict that has lasted for more than two months.

Technology shares also supported market sentiment after strong earnings and guidance from major semiconductor and AI-related companies. Advanced Micro Devices (NASDAQ:AMD) helped lift chipmakers after indicating that demand tied to artificial intelligence remains robust. Shares in AI server specialist Super Micro Computer (NASDAQ:SMCI) surged more than 24% following upbeat quarterly revenue guidance.

“[S]tocks exploded higher thanks to Iran optimism, another round of strong earnings, and additional fodder for AI bulls,” analysts at Vital Knowledge said.

Reports suggest new U.S.-Iran talks could begin soon

According to the Wall Street Journal, U.S. and Iranian officials have been working through mediators on a one-page framework intended to restart negotiations around a long-term peace agreement. Discussions are reportedly expected to begin next week in Pakistan.

The report said a month-long diplomatic process would then attempt to address disputes surrounding Iran’s nuclear programme and possible sanctions relief, although major differences remain on issues such as uranium enrichment and international inspections.

President Donald Trump said on Wednesday afternoon that the United States had effectively “won” the conflict and described recent talks with Tehran as having been “very good” over the previous 24 hours.

Earlier in the day, Trump wrote on social media that the U.S. military operation against Iran, launched jointly with Israel in late February, would end if Tehran “agrees to give what has been agreed to.” He also warned that military action could resume if negotiations fail.

Iranian officials have issued mixed responses. The country’s foreign minister said Tehran was reviewing the latest U.S. proposal and would communicate its position through Pakistan, which has frequently acted as an intermediary between the two sides. However, separate media reports cited an Iranian official describing the American proposal as little more than a U.S. “wish list.”

CNN reported that Iran was expected to provide its formal response to mediators by Thursday.

Oil remains elevated despite recent pullback

Oil markets remained volatile as traders assessed whether tanker traffic through the Strait of Hormuz could eventually resume after weeks of disruption.

Brent crude futures were last trading down 2% at $99.23 per barrel.

Energy prices have surged since the beginning of the conflict, largely due to the effective closure of the Strait of Hormuz, which handles roughly one-fifth of global oil shipments. Although crude prices have recently eased, they remain well above pre-war levels.

Higher energy costs have pushed U.S. gasoline prices above $4.50 per gallon, levels not seen since the peak of the COVID-19-era energy shock in 2022.

Trump remarked that he had expected oil prices to rise even further, telling reporters he believed crude could have reached “$200, $250.”

He added that even at those levels, the war with Iran would have been “worth it.”

U.S. and China reportedly exploring AI discussions

The Wall Street Journal also reported that Washington and Beijing are considering launching formal discussions focused on artificial intelligence.

The issue could reportedly feature during a planned summit next week in Beijing between President Donald Trump and Chinese President Xi Jinping.

According to the report, discussions would likely centre on risks associated with advanced AI systems, including erratic model behaviour, autonomous military technologies and AI-enabled attacks by non-state actors.

U.S. Treasury Secretary Scott Bessent is expected to lead the American delegation in any talks, although China has yet to appoint its representative.

Shell beats earnings expectations despite lower buybacks

Shell (NYSE:SHEL) reported adjusted first-quarter 2026 earnings of $6.92 billion, surpassing analyst expectations of $6.36 billion and improving from $5.58 billion in the same period last year.

The energy group said stronger trading and optimisation performance across its Downstream and Renewables divisions, improved refining margins, higher realised prices and lower operating expenses contributed to the earnings increase.

Shell also reduced its quarterly share buyback programme to $3 billion, compared with $3.5 billion in the previous quarter.

Adjusted EBITDA rose to $17.7 billion from $15.3 billion a year earlier. Cash flow from operations totalled $6.1 billion, affected by an $11.2 billion working capital outflow linked to inventory and receivable movements caused by commodity price fluctuations.

Advanced Micro Devices stock price

Super Micro Computer stock price

Shell stock price

Original: U.S. futures rise as investors focus on Iran peace prospects and oil volatility: Dow Jones, S&P, Nasdaq, Wall Street

[stockycat17]

For anyone who hasn't seen the numbers yet:

- Total revenue: $10.25B (vs $9.89B est)
- EPS adjusted: $1.37 (vs $1.29 est)
- Datacenter revenue: $5.8B (+57% y/y, up from $3.67B prior year)
- Q2 guidance: $11.2B (vs $10.52B consensus, ±$300M)
- CAPEX: $389M vs $215M est — material increase confirms confidence in MI450 ramp

Sell-side reaction: Goldman upgraded Neutral ? Buy, PT raised $240 ? $450. Jefferies raised PT to $415 from $300. HSBC went the other way and downgraded after the 77% YTD rally.

Helios shipments to Meta and OpenAI confirmed on the call. MI450 production starting Q3, scaling through Q4 2026 / 2027.
Source: CNBC Q1 2026 report (https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html)

DD on the Helios contract terms and segment margin breakdown when the 10-Q files would be welcome.

[Lime Time]

Going bonkers AMD 🚀

[JJ8]

Long Tail Up on 6 May 2026.
Share price UP about 21% at this time. Exciting up move. We shall see where it will be at closing time of market.
Momentum for AMD is strongly bullish. The 14-period Slow Stochastic oscillator is above 80, the level which many analysts call overbought. This means that investors have been actively purchasing shares and driving the price higher.
Volume, as measured using the On Balance Volume indicator (OBV), is rising and, therefore, bullish. This is because volume is greater on up periods than on down periods and implies that buyers are presently more active than sellers as of 9:47 AM ET Wednesday, 05/06/2026. GLTA

[iHub News]

Wall Street Poised For Further Gains Amid Rising Optimism Over U.S.-Iran Agreement: Dow Jones, S&P, Nasdaq, Wall Street Futures

May 6, 2026 9:12 AM
IH Market News

U.S. stock futures pointed to another positive session on Wednesday, suggesting markets could build on the strong gains recorded in the previous trading day.

Investor sentiment improved following renewed optimism that the conflict in the Middle East could move toward a diplomatic resolution, helped by a positive report from Axios.

According to Axios, citing two U.S. officials and two additional sources familiar with the discussions, the White House believes it is nearing a one-page memorandum of understanding with Iran aimed at ending the war.

The proposed arrangement would reportedly see Iran agree to halt nuclear enrichment activities, while the U.S. would ease sanctions and release billions of dollars in frozen Iranian assets. The framework would also involve both countries easing restrictions tied to shipping through the Strait of Hormuz.

Although the report stressed that no final agreement has yet been reached, sources told Axios the negotiations represent the closest progress toward a deal since the conflict began.

Further supporting market optimism, President Donald Trump said the U.S. would temporarily suspend efforts to escort commercial ships through the Strait of Hormuz while talks continue to determine whether a formal agreement can be completed.

At the same time, Trump tempered expectations in a separate Truth Social post, warning that the U.S. would resume bombing Iran “at a much higher level and intensity than it was before” if negotiations fail.

“Even without a fully detailed agreement, the mere progress toward a framework for de-escalation is enough to alter how risk is being priced,” said Daniela Hathorn, Senior Market Analyst at Capital.com.

“However, it is important to stress that this is still a fragile step rather than a definitive resolution,” she added. “A one-page memo suggests that many key details remain unresolved, and past experience has shown that negotiations can quickly stall or reverse.”

Technology stocks also helped support futures, led by a sharp rally in AMD (NASDAQ:AMD), whose shares surged 15.3% in premarket trading.

AMD jumped after reporting first-quarter results that beat analyst expectations on both earnings and revenue while also issuing stronger-than-expected second-quarter guidance.

On the economic front, payroll processor ADP released data showing U.S. private sector hiring increased more than expected in April.

ADP said private payrolls rose by 109,000 jobs during the month after March’s gain was revised down to 61,000 from the originally reported 62,000.

Economists had expected an increase of 85,000 jobs.

Stocks had already staged a strong rebound on Tuesday after early weakness, with both the Nasdaq Composite and the S&P 500 fully recovering Monday’s losses and finishing at record closing highs.

Although the major indexes pulled back from intraday peaks late in the session, gains remained substantial. The Nasdaq advanced 258.32 points, or 1%, to close at 25,326.13, while the S&P 500 gained 58.47 points, or 0.8%, to 7,259.22. The Dow Jones Industrial Average rose 356.35 points, or 0.7%, to 49,298.25.

A sharp decline in oil prices also boosted equities. U.S. crude futures dropped more than 3% after surging over 4% on Monday.

Oil retreated as fears surrounding escalating Middle East tensions eased. Secretary of War Pete Hegseth said the U.S.-Iran ceasefire was “not over” despite Iranian attacks targeting the United Arab Emirates.

“Ultimately the President is going to make a decision whether anything were to escalate into a violation of a ceasefire,” Hegseth said. “Right now, the ceasefire certainly holds but we’re going to be watching very, very closely.”

Chairman of the Joint Chiefs of Staff Gen. Dan Caine also said Iran’s attacks remained “below the threshold of restarting major combat operations at this point.”

Hegseth added that two U.S. commercial vessels and accompanying American destroyers had successfully passed through the Strait of Hormuz, declaring the “lane is clear.”

Corporate earnings also remained a positive catalyst for equities. U.S.-listed shares of Anheuser-Busch InBev (BUD) jumped 8.7% after the brewer posted quarterly results that beat expectations on both revenue and earnings.

Meanwhile, fresh economic data from the Institute for Supply Management showed modest slowing in U.S. services sector growth during April.

The ISM services PMI eased to 53.6 from 54.0 in March, while remaining above the 50 level that signals expansion. Economists had expected a reading of 53.7.

Technology-related sectors led Tuesday’s rally.

Computer hardware stocks surged, pushing the NYSE Arca Computer Hardware Index up 4.4% to a record close.

Semiconductor shares also rallied strongly, with the Philadelphia Semiconductor Index climbing 4.2% to another all-time closing high.

Intel (NASDAQ:INTC) helped drive chip stocks higher after Bloomberg reported that Apple (NASDAQ:AAPL) had explored the possibility of using Intel to manufacture processors for its devices in the United States.

Airline, steel and housing stocks also posted notable gains as buying interest broadened across most major market sectors.

Advanced Micro Devices stock price

Intel stock price

Apple stock price

Original: Wall Street Poised For Further Gains Amid Rising Optimism Over U.S.-Iran Agreement: Dow Jones, S&P, Nasdaq, Wall Street Futures

[Stock Guy777]

ARE YOU READY TO RUMMMMMBLE!!

[iHub News]

AMD jumps 17% as AI-driven data center growth fuels earnings beat and analyst upgrades

May 6, 2026 6:39 AM
IH Market News

Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector.

Investor enthusiasm accelerated after chief executive Lisa Su highlighted strong momentum in AMD’s server and data center operations during the company’s earnings call.

Su said the data center segment had become the company’s largest source of revenue and projected server revenue growth of more than 70% year over year during the current quarter.

Meta partnership and AI demand strengthen growth outlook

The AMD chief also pointed to the company’s recent partnership with Meta to expand AI computing capacity, adding that product shipments tied to the agreement are expected to begin in the second half of the year.

AMD previously signed a $60 billion chip supply agreement with the owner of Instagram.

Su also outlined a stronger long-term outlook for the broader CPU market, forecasting annual growth of 35% and a total addressable market exceeding $120 billion by 2030.

According to analysts at Jefferies, this upgraded forecast has become a major catalyst behind the sharp rally in AMD shares. The revised projection was substantially above the company’s previous estimate from November, which projected 18% annual growth.

“While many stocks have been climbing strictly on vibes lately the company deserves significant credit for a fundamental story that increasingly is looking real,” wrote Stacy Rasgon of Bernstein in a research note.

Rasgon upgraded AMD to Outperform and lifted his price target to $525 per share. Analysts at Goldman Sachs also raised their recommendation on the stock.

AMD strengthens position in AI and server chip markets

AMD remains one of the leading semiconductor companies in the United States, designing processors and graphics chips used in personal computers, gaming systems, data centers and artificial intelligence applications.

The company is widely viewed as the largest competitor to Nvidia in the market for high-performance graphics processors powering AI workloads.

Although AMD still trails Nvidia in market share, its stock performance has significantly outpaced its rival in 2026. AMD shares are up 65.9% year to date, compared with a 5.4% gain for Nvidia and a 6.1% rise for the S&P 500.

Revenue and guidance exceed Wall Street forecasts

The Santa Clara-based chipmaker reported adjusted earnings of $1.37 per share on revenue of $10.25 billion for the first quarter of 2026.

Analysts had expected earnings of $1.27 per share on revenue of $9.85 billion.

AMD said it expects second-quarter revenue of approximately $11.2 billion, plus or minus $300 million, well above analyst forecasts of $10.50 billion.

The outlook implies year-over-year revenue growth of 50.6% and quarter-over-quarter growth of 9.1%.

AI inference demand expands beyond GPUs

AMD’s results come as growing adoption of AI inference and agentic AI technologies increases demand for server CPUs, shifting investor focus beyond graphics processors as the sole beneficiaries of the AI boom.

The trend was also highlighted in recent quarterly results from Intel, which showed rising interest in server-related chips.

Investors are now closely watching whether AMD can continue capturing a larger share of the rapidly expanding server CPU market.

Data center division remains AMD’s key growth engine

AMD’s data center business, considered by investors to be the company’s most important growth driver, generated revenue of $5.78 billion during the first quarter, representing year-over-year growth of 57%.

The division benefited from strong demand for AMD’s EPYC processors and Instinct GPUs, which are widely used in cloud computing infrastructure and AI workloads.

Meanwhile, AMD’s client and gaming segment — serving consumers, gamers and corporate users — reported revenue of $3.61 billion, up 23% from a year earlier.

The segment includes the company’s Ryzen processors and Radeon graphics cards.

However, AMD warned that the business could face future pressure from rising memory and component costs.

AI investment boom continues despite mixed industry signals

AMD’s earnings report arrives amid mixed signals surrounding the broader AI sector.

Major technology groups and hyperscalers including Alphabet, Microsoft and Meta recently reported strong quarterly results and reaffirmed or increased spending plans aimed at expanding AI infrastructure.

At the same time, investor sentiment was tempered by reports that OpenAI had failed to meet internal targets for revenue growth and user expansion.

Advanced Micro Devices stock price

Original: AMD jumps 17% as AI-driven data center growth fuels earnings beat and analyst upgrades

[iHub News]

U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

May 6, 2026 5:27 AM
IH Market News

U.S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.

At the same time, oil prices retreated from recent highs, while strong artificial intelligence-related demand boosted earnings at Advanced Micro Devices (NASDAQ:AMD). In Asia, Samsung Electronics (USOTC:SSHNZ) surpassed a $1 trillion market valuation for the first time.

Futures advance as investors welcome easing geopolitical tensions

By 03:31 ET, Dow Jones futures were higher by 79 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures climbed 186 points, or 0.7%.

Wall Street indices had already closed modestly higher in the previous session as the White House attempted to calm concerns following renewed violence around the Strait of Hormuz earlier in the week.

Investors were also encouraged by a generally resilient U.S. earnings season, suggesting that major companies have so far managed to withstand economic uncertainty linked to the conflict involving Iran.

Attention is now turning toward another wave of quarterly earnings later this month, including results from AI chip giant Nvidia (NASDAQ:NVDA) and retail heavyweight Walmart (NYSE:WMT).

Trump suspends “Project Freedom”

Trump announced on Tuesday that “Project Freedom” — the U.S. military operation designed to reopen the Strait of Hormuz by escorting commercial vessels through the strategic waterway — would be halted “for a short period of time.”

The mission had only recently begun and was quickly followed by fresh attacks across the strait and wider Gulf region.

In a social media statement, Trump said the decision was partly made at the request of Pakistan, which has frequently acted as a mediator between Washington and Tehran. He also stated that “great progress” had been achieved toward a peace agreement with Iran.

The announcement came shortly after talks between Iranian and Chinese foreign ministers. China remains a major importer of Iranian oil, and reports suggest Beijing may be attempting to discourage Tehran from escalating tensions with Washington ahead of a scheduled meeting next week between Chinese President Xi Jinping and Trump.

Oil prices retreat but remain elevated

Crude oil prices declined following Trump’s announcement, with Brent crude futures falling 1.5% to $108.22 per barrel.

Despite the pullback, Brent prices remain significantly above pre-conflict levels near $70 per barrel.

The Strait of Hormuz — through which roughly 20% of global oil supplies are transported — remains effectively closed to tanker traffic, with both the United States and Iran maintaining blockades in the area.

The continued disruption to shipping routes has intensified concerns over higher global inflation and slower economic growth.

AMD beats forecasts as AI demand drives data center growth

Shares of Advanced Micro Devices (NASDAQ:AMD) surged in extended trading after the chipmaker reported stronger-than-expected quarterly results, driven by robust demand in its data center business.

AMD posted first-quarter net income of $1.38 billion, compared with $709 million a year earlier. Adjusted earnings per share reached $1.37, ahead of Wall Street forecasts of $1.28.

Revenue jumped 38% year on year to $10.25 billion, also exceeding analyst estimates. Sales within the company’s data center division rose 57%, supported by demand for EPYC processors and increased shipments of Instinct graphics processing units.

Chief executive Lisa Su said server growth is expected to “accelerate meaningfully” as AMD expands supply capacity to meet strong demand.

However, analysts continue to compare AMD’s competitive position against rivals including Nvidia and Broadcom (NASDAQ:AVGO).

Analysts at BofA Securities noted that while they remain “big believers in AMD’s execution,” the company “is still exposed to uncertain share allocation” among competitors supplying OpenAI, the developer of ChatGPT.

Samsung surpasses $1 trillion valuation

Samsung Electronics (USOTC:SSHNZ) exceeded a $1 trillion market capitalisation on Wednesday for the first time, becoming only the second Asian company after Taiwan Semiconductor Manufacturing Company (NYSE:TSM) to achieve the milestone.

Samsung shares have recently reached consecutive record highs and have more than doubled in value this year.

Part of the latest rally was linked to a Bloomberg report indicating that Apple (NASDAQ:AAPL) has held exploratory discussions with Samsung and Intel (NASDAQ:INTC) regarding production of processors for future devices.

Samsung has also benefited from strong demand for memory chips used in AI systems, particularly high-bandwidth memory products, amid tight global supply conditions.

Advanced Micro Devices stock price

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Walmart stock price

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Original: U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

[ANTADOG]

414,50~~ high afterhours, thx, ANT

[JJ8]

AMD on fire! Going cwazy... looks like attempting to reach $400?

[iHub News]

U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

May 5, 2026 5:47 AM
IH Market News

Futures tied to major U.S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz. Investor sentiment had been shaken by fresh attacks, as uncertainty persists over the stability of the fragile ceasefire between the U.S. and Iran.

Washington continues efforts to reopen the strategically vital shipping route, while markets also turn attention to upcoming corporate results, including chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD), which is set to report after the close. Meanwhile, Apple Inc. (NASDAQ:AAPL) is reportedly exploring ways to diversify its semiconductor supply chain.

Futures Signal Market Recovery

As of 03:34 ET, Dow futures were up 131 points, or 0.3%, while S&P 500 futures gained 19 points, also 0.3%. Nasdaq 100 futures rose 112 points, or 0.4%.

Wall Street had declined in the prior session, weighed down by escalating hostilities in the Gulf region. Oil prices surged back above $110 per barrel, as the U.S. intensified efforts to reopen the largely blocked Strait of Hormuz.

Energy stocks benefited from the rise in crude prices, but transport names came under pressure. FedEx Corporation (NYSE:FDX) and United Parcel Service Inc. (NYSE:UPS) both dropped after Amazon.com Inc. (NASDAQ:AMZN) unveiled a new service expected to heighten competition in the delivery sector.

Escalation Raises Concerns Over Ceasefire

Fresh attacks were reported on Monday, with Tehran responding to U.S. President Donald Trump’s push to reopen shipping lanes through the Strait of Hormuz, a route responsible for roughly 20% of global oil flows.

Several merchant vessels in the Gulf reported fires or explosions. The U.S. said it had successfully escorted two American-flagged ships through the strait while repelling attacks from Iranian drones and small armed boats.

The situation also appeared to widen across the Middle East. In the United Arab Emirates, air defence systems intercepted missiles and drones launched from Iran, while an oil terminal in Fujairah was targeted.

Trump has offered limited details about the plan to reopen the waterway, referred to as “Project Freedom,” while Iran’s foreign minister warned that the U.S. risks becoming entangled in a “quagmire.”

Oil Prices Remain Elevated

For much of the conflict, which has now lasted more than two months, tanker traffic through the Strait of Hormuz has been heavily restricted due to the threat of Iranian strikes. This has pushed oil prices higher and raised concerns about inflation and global economic growth.

However, some signs suggest the U.S. effort to escort vessels may be easing pressure in the region. Shipping group A.P. Moller-Maersk A/S indicated that a U.S.-flagged vehicle carrier operated by one of its subsidiaries successfully exited the Gulf with military support.

Brent crude slipped 0.8% to $113.56 per barrel but remains significantly above pre-conflict levels.

AMD Earnings in Spotlight

Investors are closely watching results from Advanced Micro Devices, which will report after markets close. The update is expected to provide insight into the company’s efforts to compete with AI chip leader Nvidia.

Earlier this year, AMD forecast first-quarter revenue of around $9.8 billion, plus or minus $300 million, down slightly from $10.27 billion in the previous quarter. The cautious outlook came despite improved sales to China, highlighting ongoing competitive pressures.

Elsewhere, Palantir Technologies Inc. (NASDAQ:PLTR) exceeded quarterly expectations and raised its revenue forecast. However, its shares fell in extended trading after finance chief David Glazer indicated that costs are expected to rise in 2026.

Overall, the earnings season has offered some reassurance to investors unsettled by geopolitical risks, with strong results from AI-focused companies. Firms in the S&P 500 are projected to deliver combined profit growth of around 28% year-on-year for the first quarter, significantly above early expectations.

Apple Explores Chip Supply Options

Apple Inc. (NASDAQ:AAPL) has reportedly held preliminary discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (USOTC:SSHNZ) about producing processors for its devices, according to Bloomberg.

The talks reflect Apple’s effort to reduce reliance on long-time partner Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which currently produces its custom chips.

Discussions remain at an early stage, with no final decisions taken, but any shift would mark a notable change in Apple’s supply chain strategy.

Advanced Micro Devices stock price

Apple stock price

FedEx stock price

United Parcel Service stock price

Amazon stock price

Palantir Technologies stock price

Intel stock price

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Original: U.S.-Iran Ceasefire Under Pressure; AMD Earnings in Focus: Dow Jones, S&P, Nasdaq, Wall Street Futures

[Coco44]

AMD will double in just about 18 months from now. a little buy dip today so the next few days it will climb again !!