News · Yahoo Finance

Stocks making big moves yesterday: Datadog, SolarEdge, AMD, Western Digital, and Amazon

Several major stocks moved sharply on Monday. Datadog (NASDAQ:DDOG) rose 4.7% as easing Treasury yields and broad dip-buying lifted enterprise software, and Bernstein SocGen upgraded it to Outperform with a $350 price target. SolarEdge (NASDAQ:SEDG) fell 1.8% after JPMorgan analyst Mark Strouse cut its price target to $38. AMD (NASDAQ:AMD) gained 2% after TD Cowen reaffirmed a buy rating and a $675 price target, citing demand for processors in AI workloads. Western Digital (NASDAQ:WDC) climbed 4.8% as investors cautiously returned to beaten-down stocks after the previous week's technology retreat, helped by an analyst upgrade for Intel. Amazon (NASDAQ:AMZN) rose 3.3% after Morgan Stanley named it a top pick and raised its price target to $350 from $335.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

AMZNAMDsoftwaresemiconductors

Open a keyword to see other news on the same topic.

Related tickers and likely impact

AMZN

• Neutral

Amazon

Relevance: low

MarketUS stocks
SectorConsumer Discretionary
IndustryBroadline Retail
Market cap$2.7T
Close on 10/19/2026262.45
Change that session+4.98%
AMZN price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • Where Will AMD Be in 2028?

    The author argues that AMD's stock already prices in much of its expected growth, even though data center revenue rose 107% year over year in Q2. Shares trade at 136 times trailing earnings and 33.5 times next year's earnings, compared with 27 times for Nvidia. The author expects the stock to stay roughly flat for about a year or more while business results catch up. He suggests investors with large gains may consider selling, and that now is probably not the best time for new buyers.

    Yahoo Finance·AMDsemiconductorsvaluation
  • Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7%

    Chip stocks fell after a supply warning from Lam Research (LRCX), a maker of chipmaking equipment, deepened an AI-driven selloff across the semiconductor sector. Marvell (MRVL) dropped 8% to $224.64, AMD fell 8% to $509.79 and Intel (INTC) slid 7% to $86.64, while the iShares Semiconductor ETF (SOXX) declined 6% and the Invesco QQQ Trust (QQQ) fell only 2%. On its October 21 earnings call, Lam CFO Doug Bettinger said revenue guidance would have been higher without near-term supply chain constraints, and CEO Tim Archer said clean room space and component limits would keep restricting chipmakers' ability to meet end demand into calendar year 2027. Archer argued the current tightness is nothing like COVID-era shortages, while Bettinger expects shipments that slip out of the December quarter to go out in the March quarter.

    Yahoo Finance·▼ QQQ▼ NVDA▼ SPYsemiconductorsNVDAAMD
  • I Think AMD’s Potential Is Actively Being Underestimated So I Keep Betting On It

    The author argues the market still prices AMD as an underdog despite steady hyperscaler deals and strong results. AMD sells EPYC server CPUs and Instinct AI GPUs, now bundled in a full Helios rack, with OpenAI (6 gigawatts), Meta (up to 6 gigawatts) and Anthropic (up to 2 gigawatts) named as customers. Q2 FY2026 revenue rose 50.1% to $11.54 billion, with Data Center revenue up 107% to $6.718 billion, and management guided Q3 revenue to roughly $13 billion. Non-GAAP operating margin expanded to 27% from 12%, and debt-to-equity stands at 0.071. The main risks cited are valuation at a P/E of 208, a 17.31% share drop after the Q4 2025 report, and tight server CPU supply.

    Yahoo Finance·AMDvaluationsemiconductors
  • Does The Move In AMD Stock Change Anything?

    AMD stock returned 132.2% in the year to October 21, 2026, against 16.5% for the S&P 500, far faster than revenue growth of 39.5% over the four quarters to June 2026. The stock trades at 21.8 times trailing sales versus 3.1 for the S&P 500, so most of the gain came from investors paying more for each dollar of sales. Data center revenue reached a record $6.7 billion in fiscal Q2 2026, up 107% and 58% of total revenue, and management expects it to more than double in 2027. Anthropic will deploy up to 2 gigawatts of MI450-series GPUs in AMD's Helios systems starting in the first half of 2027. Operating margin recovered to 15.7% from 8.3% a year earlier but remains below the 22% reached in the twelve months to the end of fiscal 2021, so the 2027 doubling is the critical test for the current price.

    Yahoo Finance·AMDsemiconductorsdata centers
  • Teradyne, Vishay Intertechnology, Allegro MicroSystems, Entegris, and AMD shares are soaring, what you need to know

    Shares of several semiconductor and AI infrastructure companies rose in the afternoon session after strong demand for AI hardware and robust corporate earnings revived investor optimism. According to CNBC, the rally extended to AMD, Nvidia, Micron and Marvell after SpaceX reported a 161% jump in third-quarter revenue, with its AI business growing ninefold to $7.56 billion. Elon Musk also announced that SpaceX and Tesla have formed special committees to discuss a possible merger, while investors looked ahead to Tesla's earnings report later that day. During the session, Teradyne rose 2.9%, Vishay Intertechnology 3.7%, Allegro MicroSystems 0.7%, Entegris 2.6% and AMD 3.5%. The article said the sustained spending and revenue figures eased recent concerns about a slowdown in AI investment.

    Yahoo Finance·▲ NVDAsemiconductorsNVDAAMD
  • FinancialContent - Teradyne , Vishay Intertechnology , Allegro MicroSystems , Entegris , and AMD shares are soaring , what you need to knowmarkets.financialcontent.com·semiconductorsAMDtech stocks

Related markets

US stocks →

Latest news

  • Bank Profits Surge

    The 9-month 2026 results show many banks continued to grow profits, with some posting record quarterly earnings. VPBank's pre-tax profit reached nearly VND 30,000 billion, up nearly 47%, equal to its full-year 2025 result and about 72.4% of its 2026 plan; Q3 pre-tax profit topped VND 11,000 billion. Techcombank posted VND 28,900 billion (up 23.7%), while LPBank reported VND 10,421 billion (up nearly 9%). SSI forecasts pre-tax profit of its monitored banks to rise 19.5% in 2026 before slowing to 15.4% in 2027, pressured by narrowing net interest margins and rising credit risk provisions. It also expects system-wide credit growth of 16-17% in 2027 and 17.9% for the monitored banks.

    CafeF·▲ VNINDEX
  • World's Largest Gold Fund Dumps Over 10 Tonnes of Gold as Prices Slide

    SPDR Gold Trust, the world's largest gold fund, continued net selling of nearly 12 tonnes of gold in the 22/10 session, bringing total sales over 2 sessions to nearly 15 tonnes and cutting its holdings to about 1,046 tonnes. Spot gold fell more than 2.8% to around USD 4,025 per ounce at the close of 22/10, and briefly dipped below USD 4,000 per ounce in the morning session of 23/10. Tensions in the Middle East pushed crude oil prices higher, raising concerns about inflation and further Fed tightening, and gold has still not attracted sustained safe-haven demand even as US Treasury yields fell. US September CPI rose 0.6% month on month and 3.7% year on year, while PPI rose 1.3% and 6.3%. Markets price about an 84% chance the Fed holds rates steady at its 27-28/10 meeting and a 16% chance of a 25 basis-point increase; September PCE data due on 29/10 is the next key factor to watch.

    CafeF·▼ XAU/USD▼ PAXG/USDT▼ XAUT/USDT
  • Gold Prices Continue to Fall

    On the morning of 23/10, domestic gold prices kept falling, with SJC bar prices varying by seller and the premium over world gold widening. Công ty TNHH Vàng bạc đá quý Sài Gòn listed SJC bars at VND 139-142 million per tael (buy-sell), down VND 300,000; Phú Quý was at VND 138-141.8 million, down VND 500,000; and Mi Hồng at VND 140-141.5 million, down VND 800,000. Gold rings also fell by varying amounts, with DOJI at VND 138-142 million and Phú Quý at VND 138-141 million per tael. World gold dropped USD 129 to around USD 3,992 per ounce, equal to about VND 125.3 million per tael, leaving SJC bars about VND 16.7 million per tael above the world price. The State Bank's central rate was set at 25,627 VND/USD, down 5 dong, while Vietcombank quoted 25,660-26,040 VND/USD (buy-sell).

    CafeF·▼ PAXG/USDT▼ XAUT/USDT▼ XAU/USD
  • Company Linked to Billionaire Pham Nhat Vuong Announces Major Good News

    VEFAC (ticker VEF), a Vingroup subsidiary, posted Q3 net revenue of nearly VND 77 billion, up 67% year on year, but a gross loss of about VND 27 billion as cost of sales from its exhibition business exceeded revenue. Q3 profit rose mainly thanks to a gross gain of about VND 65 billion from transferring some schools in a project to a partner, while financial income reached over VND 388 billion, mostly from loan and investment income. For the first nine months of 2026, after-tax profit was nearly VND 865 billion, down about 94% from VND 15,418 billion in the same period of 2025, as the prior year included large gains from transferring part of the Vinhomes Global Gate project. As of 30/9/2026, total assets stood at over VND 31,905 billion, up 36% from the start of the year, while total liabilities exceeded VND 24,364 billion, with short-term customer advances rising from VND 411 billion to over VND 8,373 billion.

    CafeF·▲ VHM▲ VIC
  • Lotte and Phat Dat Officially Break Ground on VND 60,000 Billion Mega Project in Thu Thiem 'Golden Land'

    A joint venture between Lotte Group (South Korea) and Phát Đạt (HoSE: PDR) officially broke ground on 23/10 on Lotte Eco Smart City Thu Thiem in the Thu Thiem New Urban Area, HCMC, with total investment of about VND 60,000 billion. The project covers nearly 7.5 ha and will combine Grade A offices, retail, services, accommodation and housing, adjoining the central plaza and central lake of Thu Thiem. Phát Đạt holds 35% of Lotte Properties HCMC, the project developer, and will develop the housing blocks along with two towers (2-1 and 2-3) with about 219,722 m2 of floor area, while Lotte handles block 2-5. Lotte Properties HCMC paid VND 17,569 billion in land-use fees on 31/7/2026, and Phát Đạt completed its VND 7,666 billion payment to take its 35% stake. MB is funding all of Phát Đạt's capital contribution, while VietinBank and BIDV also support the project.

    CafeF·▲ PDR
  • International Business : Global stocks nosedive as Meta dents AI optimism

    Global stocks retreated as tech earnings failed to ease concerns about the AI outlook, with MSCI's All-World index set for its largest daily fall in two weeks, down 0.4 per cent. Meta beat third-quarter revenue expectations, but its plan to issue non-voting stock revived worries about its mounting capital commitments, and a New Mexico judge ordered it to pay a $25 billion penalty in a data privacy case. Brent crude rose nearly 3% to $112 a barrel, near a five-month high, after more Houthi attacks in Saudi Arabia raised supply risks. Investors moved into government bonds, pushing the US 10-year yield down to 5.05%, below France's for the first time in 13 years, while French yields have climbed above 5% amid concerns over social unrest and debt. The France-Germany 10-year spread reached 177.7 basis points, its widest since 2011, while gold fell 1.8% to $4,070 an ounce.

    gdnonline.com·▼ META▼ QQQ▼ SPY▼ NVDA

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.