Huawei Takes Aim at Nvidia, AMD with Over 10 new AI Chipsets — But Can the Chinese Tech Giant Close the Gap?

Shares of chip companies are trading higher amid overall market strength, falling yields and declining oil prices. The industry may be boosted by recent talks between Intel and SK Hynix regarding U.S. chip manufacturing.

Nasdaq 100 Rallies as Oil Slides, Yields Retreat: Stock Market Today

Wall Street snapped a two-day losing streak Thursday as oil retreated from its geopolitical spike and the 10-year Treasury yield slipped back below 5%. Chipmakers led the rebound, with Intel, AMD and Micron all posting outsized gains, while gold climbed 2.5% to $4,369 an ounce. The bounce came one day after the Federal Reserve delivered its first interest rate hike since 2023 and signaled at least one more this year.

Qualcomm Faces Margin Pressure From Rising Costs: Can it Recover?

Qualcomm is experiencing significant margin compression in its QCT business due to higher semiconductor input costs, weaker smartphone demand, and unfavorable product mix. The company expects QCT EBT margins to decline to 23-25% in Q4 fiscal 2026 from 26% in Q3, with fixed-price contracts delaying benefits from price increases. Apple-related revenue is expected to decline 50% sequentially, while competitors Intel and AMD are showing stronger performance in data center and AI segments.

Vicor, Arm Holdings, Micron Technology And Other Big Stocks Moving Higher On Thursday

U.S. stocks rose; Vicor jumped 13.5% on a new license, while Generac surged 19.6% on an Amazon deal. Securitize and biotech shares rallied.

What AI Bubble? Jensen Huang Just Delivered Great News for Artificial Intelligence Stocks.

Nvidia CEO Jensen Huang reaffirmed his prediction that AI infrastructure spending will reach $3-4 trillion by 2030, despite headwinds in the sector. Nvidia's latest earnings showed strong performance with 106% revenue growth and 75% gross margins, with its new Vera Rubin GPU architecture entering full production and receiving orders from major hyperscalers. Analysts project 54% upside potential for Nvidia stock over the next 12 months.

This eVTOL Stock Could Turn $1,000 Into $100,000

Joby Aviation is positioning itself as a leader in the emerging electric vertical takeoff and landing (eVTOL) aircraft market, which Morgan Stanley estimates could reach $9 trillion by 2050. Despite being down 55% over the past year, the company has logged more flight miles than competitors and is further along in FAA certification. For patient long-term investors, Joby could deliver substantial returns if it successfully commercializes and scales its air taxi service.