AMD crushed Q1 2026 estimates with $10.25B revenue—up 38% year-over-year—and Q2 guidance of up to $11.5B, sending shares 18% higher and sparking a chip-sector rally led by Intel’s 13% gain.
NXP Semiconductors surged 26% — its best day since listing in 2010 — as Q1 earnings beat estimates and Q2 guidance of up to $3.55B signaled a chip recovery led by auto and AI.
DeepSeek AI Shockwave: How a Chinese Startup Wiped $600 Bill — get a data-driven breakdown of what’s moving markets and which signals matter for invest…