
AMD Q2 2026: Record $11.5B Revenue as Data Center Doubles
AMD delivered record Q2 2026 revenue of $11.5B, up 50% year over year, as data center sales doubled to $6.7B; shares fell nearly 9% after-hours on a gross margin miss.
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AMD delivered record Q2 2026 revenue of $11.5B, up 50% year over year, as data center sales doubled to $6.7B; shares fell nearly 9% after-hours on a gross margin miss.

Oppenheimer's analyst report finds all 11 S&P 500 sectors posting year-over-year earnings growth in Q2 2026, with three sectors surpassing 100% gains.

Advanced Micro Devices delivered record second-quarter revenue of $11.5 billion, surpassing Wall Street's $11.32 billion consensus, as soaring demand for AI infrastructure chips drove its data…

SpaceX has shed more than $1.2 trillion in market value since its June 16 peak, yet Wall Street's consensus remains firmly buy-rated as Starship reusability milestones approach.

SpaceX posted $7.81 billion in Q2 revenue — up 92% year-over-year — beating Wall Street estimates by nearly $1 billion in its first quarterly report since the landmark June Nasdaq IPO.

Treasury Secretary Scott Bessent signaled a US-Iran deal to reopen the Strait of Hormuz within days, sending Brent crude down 5.3% to below $80 per barrel for the first time in three weeks.

GameStop Corp. shed 12.3% on August 3, 2026, after a $1.4 billion private convertible-note-for-equity exchange rekindled meme-stock volatility and stoked near-term dilution fears among shareholders.

Goldman Sachs shares advanced Monday as strong overnight fixed-income results and a broad financial-sector rotation lifted the Wall Street giant, extending a year of consistent outperformance over…

Caterpillar shares climbed as recovering construction activity and swelling order backlogs signal a durable upcycle across the company's core heavy-equipment segments.

Micron Technology shares surged nearly 5% Monday as renewed demand for AI infrastructure pushed DRAM chips and storage stocks broadly higher across global markets.

onsemi shares jump more than 7% after the power semiconductor maker posts $1.6 billion in Q2 revenue, beats on earnings per share, and says AI data center sales will more than double in 2026.

The Nasdaq 100 ETF surged 2.71% at midday on August 4, 2026, as AI-driven hyperscalers posted blockbuster earnings and easing Middle East tensions pulled capital back into large-cap tech.

The Dow Jones board surged to an all-time high of 53,178.41 Monday as WTI crude plunged 9% and President Trump scrapped a planned Iran strike, igniting a broad wall street bull rally.

The S&P 500 pushed to within striking distance of an all-time record on August 4, 2026, climbing 1.47% to 7,712 as 319 of its 500 components advanced — evidence that the move extends well beyond…

Japan and the United States have confirmed their first coordinated currency intervention since 2011, deploying roughly $36.6 billion in yen-buying operations after USD/JPY collapsed to its weakest…

Trump declared a two-phase agreement with Iran covering the Strait of Hormuz and future denuclearization, but Iranian officials acknowledged only indirect Oman-mediated talks at the negotiation table.

AstraZeneca shares fell sharply in premarket trading after the Financial Times reported early-stage merger talks with Bristol Myers Squibb, raising concerns over deal economics and regulatory…

Palantir Technologies delivered record 93% revenue growth and raised full-year guidance on August 3, 2026, validating fundamentals against a stock chart that had deteriorated sharply.

Palantir Technologies posted 93% year-over-year revenue growth and topped Wall Street's earnings forecasts, sending shares up nearly 14% as commercial demand for its AI software accelerated sharply.

Situational Awareness LP sold its $16B public equity book to Citadel in a single block trade after 4x leverage turned a 439% gain into forced liquidation.

Six companies spanning artificial intelligence software, consumer social media, pharmaceuticals, and natural-gas infrastructure reported second-quarter 2026 results after Monday's close, with…

A labor-market data barrage runs Tuesday through Friday, with JOLTS job openings, ADP private payrolls, ISM Services, and the July nonfarm payrolls report each arriving in sequence — testing…

Arm Holdings shed 29% in a month, cracking $240 support as a near-290x trailing P/E and China's accelerating RISC-V pivot force a hard reset on the chip architecture giant's growth premium.

The Bank of Japan held its benchmark rate at 1.00% on July 31 while a historic coordinated US-Japan currency intervention knocked the Japanese yen back from its weakest levels since the mid-1980s.

Small cap stocks staged the sharpest recovery Monday after bearing the brunt of Friday's bond market selloff, with the Russell 2000 outpacing every major U.S. index as the 10-year Treasury yield…

Homebuilders, mortgage REITs, and real estate investment trusts rally in unison as easing bond yields reduce borrowing costs and revive investor appetite for yield-sensitive equities.

Alphabet, Amazon, and Meta raised their 2026 capex targets last week to a combined $570 billion, while Microsoft held its AI spending plan steady and was rewarded with a 14% single-day stock surge.

Amazon Web Services posted $42.2B in Q2 2026, up 37% year-over-year—the fastest expansion in 18 quarters—driven by surging demand for AI infrastructure and cloud computing.

SOXX, the benchmark semiconductor ETF, trades 15.8% below its July 2026 high of $598 as a $725 billion hyperscaler capex cycle re-accelerates chip demand into year-end.

Semiconductors tumbled while the broader market rallied Monday, with Micron and Broadcom both retreating as the Philadelphia Semiconductor Index fell 1.9% in a session marked by a stark divergence…