TRUMP: IF IRAN DOESN'T MAKE A DEAL, THEY'LL GO QUICKLY

Advanced Micro Devices is heading into its first-quarter earnings after its strongest monthly stock gain since the dot-com era, with shares up 74% in April. Investors are watching closely as expectations are elevated, particularly around AI-driven growth, leaving limited room for disappointment. Analysts warn the stock is “priced for perfection,” following its recent surge and a modest pullback. Broader semiconductor sentiment remains supported by heavy AI infrastructure spending from major tech firms.

GLE, XAI AND MICROSOFT AGREE TO US NATIONAL SECURITY REVIEWS OF NEW AI MODELS - FT