NVIDIA (NASDAQ: NVDA) CEO Jenson Huang says the company has 0% GPU market share in China, but that’s only the official picture. It makes no direct sales to China, as the advanced Blackwell lineup is banned, and the firm's H200s are heavily restricted. There is, however, a booming gray market in w....
Good MorningStocks pulled back Monday as geopolitical caution collided with an otherwise resilient earnings backdrop, leaving bulls on defense after April's historic run. The central tension is energy security versus broader risk appetite: fresh Iranian strikes on UAE oil infrastructure and a U.S. warship turned back in the Strait of Hormuz reignited fears that the conflict could widen, steepening Treasury yields and sending oil sharply higher. Market breadth, already narrow heading into the session, offered little cushion.
The Hormuz developments reshuffled sector positioning in a hurry. With the Strait effectively contested, energy became the one pocket of strength while rate-sensitive sectors felt the squeeze as the 10-year yield climbed to its highest level in over a month, pushing mortgage rates back above 6.5%. The Fed's firmly on-hold posture, reinforced by three dissents against any easing bias at the last meeting, left no policy backstop for the selloff.
On the corporate tape, energy names like APA and Diamondback led the session, reflecting direct exposure to higher oil. Seagate surged after a blowout storage earnings report, feeding the AI infrastructure demand narrative. eBay jumped after GameStop proposed a nearly $56 billion acquisition, a headline that overshadowed eBay's own fundamentals. Palantir climbed into its earnings report after the close. Traders are watching AMD's Tuesday earnings report. Featured: 4 domestic stocks positioned to gain from new tariff policy (Ad) 
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Technology |
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NVIDIA (NASDAQ: NVDA) CEO Jenson Huang says the company has 0% GPU market share in China, but that’s only the official picture. It makes no direct sales to China, as the advanced Blackwell lineup is banned, and the firm's H200s are heavily restricted. There is, however, a booming gray market in w... Read the Full Story |
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From Our Partners |
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As Iran tensions escalate, markets are rotating fast into oil, gold, and defense - creating short-term momentum for traders who move early.
We've identified four stocks with direct exposure to these moves, with the liquidity, catalysts, and positioning to potentially outperform as the situation develops. The full report breaks down exactly where capital is flowing. |
| Read the full report on the 4 stocks to watch now |
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Energy |
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Every AI bull run eventually collides with a hard physical constraint. Right now, that constraint is power. Rob Spivey, director of research at Altimetry Research, has spent months mapping the energy infrastructure buildout behind the AI boom—and his findings point to a specific kind of company tha... Read the Full Story |
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Consumer Discretionary |
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Struggling stocks are signaling confidence ahead, recently announcing substantial share buyback authorizations. These names are looking to buy shares at what they likely view as depressed prices, providing positive signals to investors going forward. Netflix’s Buyback Capacity Hits 8% of Market Cap... Read the Full Story |
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From Our Partners |
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AI’s surging energy demand is creating new winners
AI workloads are scaling and data centers are expanding rapidly — driving unprecedented demand for electricity, cooling, and grid infrastructure.
Massive capital is flowing to the companies that enable AI at scale — the power producers, infrastructure owners, and critical technology suppliers behind the scenes.
In this FREE report, we reveal five publicly traded companies positioned to benefit directly from the AI energy buildout. |
| š Click here to see the 5 stocks positioned for AI’s biggest energy demand shift in decades |
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Consumer Discretionary |
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Once a struggling brick-and-mortar retailer, GameStop is now swinging for a much bigger stage. GameStop (NYSE: GME) CEO Ryan Cohen made his move, announcing the intended acquisition of eBay (NASDAQ: EBAY), but now faces many challenges. The primary challenge is execution, as integrating the two pl... Read the Full Story |
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Technology |
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Top hyperscaler companies reported earnings in the final week of April, and received a mixed reaction from investors. The day after reporting, Google's parent company, Alphabet (NASDAQ: GOOGL), was the clear winner, rising by a whopping 10%. Amazon.com (NASDAQ: AMZN) took second place, but still ro... Read the Full Story |
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From Our Partners |
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Early human trial data from one NASDAQ-listed biotech showed up to a 63.7% reduction in cancer burden using its TriKE platform, which is designed to keep Natural Killer cells active and targeted longer than standard approaches.
The company's next-generation version shows potential for 10-40x greater potency and has already cleared an important FDA milestone. Watch the microscopic footage and see what the next catalyst could mean for investors. |
| Watch the footage and learn about the company's next catalyst |
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Consumer Staples |
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Tyson Foods (NYSE: TSN) is no headline-making growth story, but it is a quality consumer staple whose stock price is setting up for big gains. Consumer trends and commodity prices underpin its business and outlook, indicating steady growth and cash flow, which is the operational detail. Cash flow e... Read the Full Story |
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Technology |
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Dividends are on the rise for key names across chips, utilities, and transportation. This includes one of the semiconductor industry’s highest-yielding stocks. Investors are taking notice as this name is just now getting its feet wet in the artificial intelligence (AI) buildout. Qualcomm Sees Hyper... Read the Full Story |
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Technology |
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This earnings season has delivered a clear message: the companies leading this market are not just holding up in a challenging macro and geopolitical environment, they are accelerating and growing at an impressive pace. Five of some of the the most closely watched names in the market all reported Q... Read the Full Story |
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Technology |
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A $2 trillion IPO doesn't happen in a vacuum. Before SpaceX ever trades on a public exchange, the infrastructure powering its reusable rockets and AI-driven systems is already running through a handful of publicly traded companies—and according to Dylan Jovine, founder of Behind the Markets, most i... Read the Full Story |
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Aerospace |
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Shares of aerospace and defense giant Lockheed Martin Corporation (NYSE: LMT) took a heavy hit following the release of its Q1 2026 earnings report on April 23, extending a sharp pullback that has now seen the stock fall as much as 27% since early March highs. That makes the setup especially impor... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), ... |
Should I Buy Advanced Micro Devices Stock? AMD Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Advanced Micro Devices was last updated on Thursday, April 30, 2026 at 6:04 PM. Advanced Micro Devices Bull Case
- The current stock price is around $323, reflecting strong market interest and potential for growth.
- Analysts have recently upgraded their earnings per share (EPS) estimates for FY2026, indicating positive financial performance expectations.
- Advanced Micro Devices, Inc. has a solid market capitalization of approximately $526.94 billion, showcasing its strong position in the semiconductor industry.
- With a consensus rating of "Moderate Buy" from analysts, there is a general optimism about the company's future performance.
- The company has a low debt-to-equity ratio, suggesting financial stability and lower risk for investors.
Advanced Micro Devices Bear Case
- The stock has experienced volatility, with a recent decline of about 3.4%, which may concern risk-averse investors.
- Despite positive upgrades, some analysts have set lower price targets, indicating potential caution in the market.
- Insider selling activity has been noted, which could signal a lack of confidence from company executives regarding future performance.
- The high price-to-earnings (P/E) ratio suggests that the stock may be overvalued compared to its earnings, which could deter value investors.
- Market conditions can be unpredictable, and the semiconductor industry is subject to rapid changes that may impact performance.
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