CNBC’s Jim Cramer said Thursday earnings season has revealed investing themes he thinks will produce the market’s best buying opportunities. “I love themes. They help you craft a portfolio of stocks with the wind at their backs, not in their faces — the kind of stocks that you can confidently buy more of when they…
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale, Texas, on June 24, 2026. Helios comes in four customizable configurations, and this is the one Meta will deploy later this year. Andrew Evers | CNBC Advanced Micro Devices is counting on its graphics processing units to…
Advanced Micro Devices reported second-quarter earnings on Tuesday that beat expectations, but the stock slumped in extended trading. Here’s how the chipmaker did versus LSEG consensus estimates for the quarter ended June 27: EPS: $1.66, adjusted, versus $1.62 expected Revenue: $11.54 billion versus $11.28 billion expected Overall, AMD revenue climbed 50% from $7.69 billion a…
Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan June 1, 2026. Ann Wang | Reuters Qualcomm reported fiscal third-quarter earnings on Wednesday that were in line with analyst expectations, but it provided light guidance for current-quarter earnings on in-line revenue, blaming the ongoing supply crunch for computer parts, especially memory….
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins at TSMC, the world’s leading chipmaker. Following Trump’s return to power in 2025, the president has repeatedly threatened tariffs on companies that don’t make their products in America. Since then, TSMC has announced a total of $200…
Wendell Huang, chief financial officer of Taiwan Semiconductor Manufacturing Co. (TSMC), during a news conference in Taipei, Taiwan, on Thursday, July 16, 2026. Bloomberg | Bloomberg | Getty Images TSMC is racing to accelerate capacity at its Arizona factory as the company continues to see a “multi-year demand mega trend” from its customers, Chief Financial…
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Asia tech stocks tumbled on Friday as a fresh rout in U.S. semiconductor shares spread across Asia, underscoring growing…
Taiwan Semiconductor Manufacturing Co. (TSMC) signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Friday, Jan. 2, 2026. Michael Nagle | Bloomberg | Getty Images Taiwan Semiconductor Manufacturing Co. reported a 67.9% year-on-year rise in its June sales on Monday, ahead of its second-quarter earnings release later this…
SK Hynix rose 13% in its first day of trading on Nasdaq, closing at $168.01, as U.S. investors jumped at the opportunity to get a stake in South Korea’s second-most valuable company. The stock is trading under the ticker symbol SKHYV, and will switch to SKHY as of Tuesday. The stock opened at $170 and…
Every weekday, the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. The tech-heavy Nasdaq is down slightly, weighed down by semiconductor stocks, including Micron and Intel . The S & P 500 is relatively unchanged. Investors seem to be making…
