- Stock Market Today: Dow Up; Intel Gain Reaches 260%; Dividend Play Tests Entry (Live Coverage)
May 11, 2026
The Dow Jones index is steady on the stock market today after President Trump rejects an Iran proposal. Intel and Micron are winners.
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- Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.
May 11, 2026
If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.
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- AMD Rises on Server CPU Supercycle Call
May 11, 2026
This article first appeared on GuruFocus.
Advanced Micro Devices (AMD, Financials) rose after GF Securities said AMD, Intel and Qualcomm are likely to benefit from a server CPU supercycle tied to artificial intelligence infrastructure growth.
Warning! GuruFocus has detected 9 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator.
The firm said CPUs are becoming more important as AI workloads shift from training toward inference and agentic AI. GF Securities expects the server CPU market to grow from $26 billion in 2025 to $135 billion by 2030, representing a five-year compound annual growth rate of 38%.
AMD and Intel are expected to be the main near-term beneficiaries because x86 chips remain dominant in servers. GF Securities forecast AMD's server CPU business will grow 73% in 2026, while Intel's data center and AI segment could grow 39%.
The firm also said Qualcomm could become a longer-term winner as it expands into data center CPUs, with more details expected at its June 24 investor day.
For investors, the report adds to optimism that AI demand is broadening beyond GPUs into CPUs and full server platforms.
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- Qualcomm Stock Is Rising. The Chip Stock Is Nearing a Record High.
May 11, 2026
Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.
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- Chipmaker Cerebras Upsizes IPO Amid AI Stocks Boom
May 11, 2026
Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.
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- Markets swing between AI optimism and oil fears
May 11, 2026
This article first appeared on GuruFocus.
Toyota Motor (NYSE:TM) and Shell (NYSE:SHEL) ended up at the center of a hectic week for global markets as investors tried to navigate the constant push and pull between booming AI optimism and fresh Middle East tensions. Hopes surrounding U.S.-Iran peace talks helped stocks rally for most of the week, but renewed strikes late Friday quickly brought energy supply fears back into focus.
Warning! GuruFocus has detected 3 Warning Sign with TM. Is TM fairly valued? Test your thesis with our free DCF calculator.
Even with the geopolitical noise, Wall Street had a strong showing. The S&P 500 rose 2.3%, while the Nasdaq surged 4.4%, helped by another wave of enthusiasm around semiconductor stocks after Advanced Micro Devices (NASDAQ:AMD) posted standout earnings. Earnings season overall also looked solid, with 110 out of 125 S&P 500 companies beating EPS expectations this week.
In Europe, Shell reported its strongest quarterly earnings in 2 years as higher oil and gas prices boosted trading profits during the conflict. The company still chose to trim its share buyback program to $3 billion from $3.5 billion to stay financially flexible if tensions worsen further. Novo Nordisk (NYSE:NVO) also impressed investors after stronger obesity drug demand pushed its outlook slightly higher, while HSBC (NYSE:HSBC) warned that rising credit losses hurt quarterly profit.
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- Here is Why Advanced Micro Devices (AMD) is Among the 9 Best American Semiconductor Stocks to Buy According to Analysts
May 11, 2026
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the
9 Best American Semiconductor Stocks to Buy According to Analysts.
On May 7, 2026, Rackspace Technology and Advanced Micro Devices, Inc. (NASDAQ:AMD) announced the signing of a memorandum of understanding outlining a multiyear strategic partnership focused on building an Enterprise AI Cloud designed for regulated enterprises and sovereign AI workloads. The companies said the partnership aims to move away from the traditional model where enterprises rent GPU capacity while managing integration, security, and operations themselves. Instead, the collaboration would integrate AMD Instinct GPUs and EPYC CPUs into a fully managed and governed infrastructure stack operated by Rackspace.
Under the proposed framework, Rackspace would manage the platform from hardware through application outcomes, with the companies targeting a complete AI infrastructure offering that includes bare metal compute, inference tooling, managed runtime services, and governed AI cloud operations tailored to enterprise sovereignty, performance, and compliance requirements.
On May 6, 2026, Susquehanna analyst Christopher Rolland raised the firm’s price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $450 from $375 while maintaining a Positive rating. The firm said AMD now expects the server CPU total addressable market to be twice as large as previously anticipated amid rising demand tied to agentic AI. Susquehanna also noted that the company’s MI450 launch remains on track for the second half of 2026.Advanced Micro Devices (AMD) Reports Q1 2026 Revenue of $10.3B Driven by Data Center Growth
Truist also raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $478 from $283 while maintaining a Buy rating. The firm said AMD delivered strong Q1 results and Q2 guidance, while continued momentum around AI GPU adoption reinforced its bullish thesis. Truist added that management indicated demand for MI450 and Helio products in 2027 appears stronger than it did in the prior quarter.
Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor company serving the data center, client and gaming, and embedded markets globally.
While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Disclosure: None. Follow Insider Monkey on Google News.
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- Nvidia Stock Heads for Record. What Can Give It Another Boost.
May 11, 2026
Nvidia stock was gaining early Monday. The chip maker was headed for a record close and its earnings could provide more momentum. While Nvidia is still the leading artificial-intelligence chip company, its 15% stock gain this year so far through Friday’s close has lagged far behind semiconductor peers Intel and Advanced Micro Devices which have gained on excitement about the uses of their central-processing units for AI inference.
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- Zacks Investment Ideas feature highlights Intel, Micron, Advanced Micro Devices, Sandisk and QQQ
May 11, 2026
For Immediate Release
Chicago, IL – May 11, 2026 – Today, Zacks Investment Ideas feature highlights Intel INTC, Micron MU, Advanced Micro Devices AMD, Sandisk SNDK and Nasdaq 100 Index ETF QQQ.
May Market View: From Fear to Froth
Investor Sentiment Has Reverted Fear to Froth
In my March 31st commentary,“Is the War Over? If so, Bears are Trapped,” I referenced several market extremes, specifically from an investor sentiment perspective. For instance, although the market had merely suffered a “garden variety” correction in terms of depth, investor protection soared with the put/call ratio surpassing that of the 2025 Tariff Tantrum.
However, extremes have now shifted to the other end of the spectrum. For instance, on Thursday, the S&P 500 Index traded a staggering $2.6 trillion worth of notional call options yesterday, marking an all-time high and exhibiting investors’ euphoria and frothiness.
Meanwhile, the frothy market sentiment is beginning to appear in the “CNN Fear & Greed Index.” In late March, the Fear & Greed Index flashed an “Extreme Fear” reading. However, just one month later and the CNN Fear & Greed Indicator suggests that investors have adopted a “Greed” mindset.
Leading Stocks Reach Fibonacci Targets
Fibonacci extensions are used by technical-oriented traders to project potential price targets. For stocks to reach the 4.236% Fibonacci extension, it is extremely rare and often represents a near-vertical or climactic move. This week, several leading technology stocks surpassed the 4.236% Fibonacci extension, including Intel, Micron, Advanced Micro Devices and Sandisk.
While these stocks have had several consecutive green weeks and are going parabolic, it does not necessarily mean they have topped. That said, reaching such an extreme Fibonacci target does suggest that the risk-to-reward at these nose-bleed levels is simply not as optimal as it was a few weeks ago. Additionally, the Nasdaq 100 Index ETF is 14% above its 50-day moving average. Although such a powerful move is correlated with strong long-term performance, it does indicate that equity markets may be overheated in the short-term.
Mid-Term Election Seasonality
Historical seasonality patterns suggest that equity markets tend to encounter some pre-mid-term election volatility before resolving higher. With equity markets up several weeks in a row, some digestion would make sense at this juncture.
Bottom Line
Investor sentiment, Fibonacci target levels, and simple gravity suggest that equity markets may be due for a well-deserved breather. That said, the recent price action suggests a shallow correction is likely and that markets may correct mostly over time rather than price.
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Intel Corporation (INTC) : Free Stock Analysis Report
Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report
Micron Technology, Inc. (MU) : Free Stock Analysis Report
Sandisk Corporation (SNDK) : Free Stock Analysis Report
Invesco QQQ (QQQ): ETF Research Reports
This article originally published on Zacks Investment Research (zacks.com).
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- AI chip stocks surge as investors refocus on growth
May 11, 2026
This article first appeared on GuruFocus.
AI and semiconductor stocks came roaring back Friday, with investors largely brushing aside Middle East tensions and piling back into the names most closely tied to the AI boom.
Micron (NASDAQ:MU) was one of the biggest winners, soaring around 14% as investors continued leaning into the memory chip story powering AI servers and data centers. The stock has now surged roughly 155% this year, making it one of the hottest names in the entire semiconductor space. Advanced Micro Devices (NASDAQ:AMD) also kept its momentum going, jumping nearly 9% after its earnings report earlier this week reinforced the view that AI demand is still accelerating. The stock is now up more than 100% year to date.
Warning! GuruFocus has detected 6 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator.
Nvidia (NASDAQ:NVDA), Qualcomm (NASDAQ:QCOM), Broadcom (NASDAQ:AVGO) and Intel (NASDAQ:INTC) also traded higher as money flowed back into AI infrastructure plays. Even with headlines around Iran and the Strait of Hormuz still creating uncertainty in broader markets, traders appeared more focused on signs that the AI spending cycle remains extremely strong.
The rally was not limited to chipmakers either. Equipment companies like Applied Materials (NASDAQ:AMAT), KLA (NASDAQ:KLAC) and ASML (NASDAQ:ASML) also moved higher, which suggests investors still expect heavy spending on servers, networking gear and advanced manufacturing capacity over the coming years.
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