[music] We're back on Morning Trade Live. Let's focus on AMD ahead of this afternoon's earnings report. More on that in just a little while.But look at the performance over the last year for this stock compared to say Nvidia and Broadcom. All three companies making solid moves higher. But AMD is the clear outperformer up nearly 120% [music] year-over-year.So the big question is, can it keep it up. We're going to be getting a little bit more of an update later. AMD is the focus of the morning trade.So joinin ...

Eli Lilly and Company (NYSE:LLY) is one of the stocks on Jim Cramer’s recent game plan. Cramer highlighted what “drives the stock,” as he remarked: Wednesday morning, Eli Lilly reports. Its earnings haven’t been the propellant here. What drives the stock are new reports on GLP-1 clinical trials. But Lilly could announce some new data, and that could get the stock rolling. Stock market data. Photo by Alesia Kozik on Pexels Eli Lilly and Company (NYSE:LLY) develops and markets medicines for diabetes, ob ...

Core Insights - Lam Research Corporation (NASDAQ:LRCX) has experienced a significant stock rally, with a 137% increase last year and an additional 39% gain in January 2026, primarily driven by demand for CPUs that Intel is unable to produce in sufficient quantities [1] - The company is a leading provider of equipment for both CPU and memory chip manufacturing, positioning it to benefit from increased production efforts in the semiconductor industry [1] - Upcoming earnings reports from semiconductor capital equipment companies are anticipated to be strong, but the high stock valuations may lead to uncertain market reactions [1] Company Overview - Lam Research Corporation specializes in developing equipment for depositing, etching, and cleaning semiconductor materials, including systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning [2]

ASML Stock Falls Despite Strong Sales Forecast For 2026 | Investor's Business DailyBREAKING: [Trump Says He'll Name Fed Chief Pick On Friday]---Semiconductor equipment giant ASML (ASML) on Wednesday posted mixed results for the fourth quarter but provided a strong outlook for the current quarter and full year ahead. ASML stock wavered on the news. The Dutch maker of advanced photolithography gear earned the equivalent of $8.78 a share on sales of $11.62 billion in the December quarter. Analysts polled by Fa ...

Group 1 - Major stock indexes, including the Dow Jones Industrial Average, experienced a rise of 0.4%, nearly 200 points, in premarket trading as markets attempted a rebound in the first trading session of 2026 [3]. - Tesla is highlighted as an early winner in the stock market, with anticipation building around its upcoming fourth-quarter and full-year delivery report [3][6]. - The market is focused on Tesla's Q4 and 2025 vehicle deliveries and energy storage deployment, which are set to be reported before the market opens [4][6]. Group 2 - The year 2026 is being characterized as a "defining year" for Tesla, with significant expectations surrounding the development of self-driving robotaxis and achieving true autonomy [5][6]. - There is a notable concern regarding whether Tesla will meet already low expectations for its vehicle deliveries, as the company prepares to release its delivery figures [3][6].

Group 1 - NVIDIA Corporation (NASDAQ:NVDA) has been affected by a ban on selling AI chips to China, but the impact appears limited as the stock is up more than 36% for the year despite this exclusion from their numbers [1] - The company develops a range of technologies including accelerated computing, AI platforms, gaming GPUs, cloud services, robotics, and automotive technologies [2] - NVIDIA is categorized as a "fabulous company" that outsources chip manufacturing to Taiwan Semiconductor Manufacturing Company (TSMC), which mitigates some supply-demand issues faced by other companies like Micron [2] Group 2 - There is a belief that while NVIDIA is a strong investment, certain other AI stocks may offer greater upside potential and carry less downside risk [2]

Group 1 - Quanta Services (PWR) stock is highlighted as a key investment opportunity, having risen 47% year to date as of Friday [1] - The company specializes in building electric plants and providing services for the power grid, attracting interest from institutional investors [1] - The overall market sentiment is positive, with stocks rising and several companies, including Quanta Services, being in focus for potential buy zones [4] Group 2 - Shopify stock has rebounded and is back in a buy zone after testing a key moving average [2] - Other power stocks have reached new highs, indicating a strong performance in the sector [2] - The AI infrastructure sector continues to see growth, with companies like Quanta Services and CrowdStrike being monitored for investment opportunities [4]

Core Insights - Amkor Technology, Inc. (NASDAQ:AMKR) is recognized for its semiconductor packaging and testing services, including advanced chip, wafer, and system-in-package solutions [1] - The company announced a 1% increase in its dividend to $0.08352 per share, with the next payment scheduled for December 23 [1] - For the fourth quarter, Amkor expects revenues between $1.775 billion and $1.875 billion, which is 8% lower than Q3 but represents a 12% year-over-year increase at the mid-point [2] - The anticipated net income for the fourth quarter is projected to be between $95 million and $120 million, translating to an expected earnings per share of $0.38 to $0.48 [2] Financial Performance - The recent dividend increase reflects the company's commitment to returning value to shareholders [1] - The revenue guidance for Q4 indicates a decline from Q3 but shows growth compared to the previous year, highlighting resilience in the business [2] - The expected earnings per share range suggests a stable profit outlook despite the anticipated revenue dip [2]

Before we start the lighting round, I have some very important business to share with you. Have you heard there's a special offer to join the CMEC Investing Club going on right now. Get my exclusive research, access to the Chapel Trust portfolio, and do our moves, of course, before we make them.Simply scan the QR code or go to cmbbc. com/ramerclub to join today. I hope you do.And now it is time. It's time for the lightning round of the course that time playing the sound and then the lightning round is over. ...

Core Insights - Apple continues to dominate the tech landscape as a powerhouse in consumer electronics and services [1] - The company's stock has delivered robust returns for investors amid the artificial intelligence (AI) boom [1] Company Performance - Apple's strong performance is highlighted by its significant presence in the consumer electronics market [1] - The company benefits from the ongoing growth and interest in artificial intelligence technologies [1] Market Position - Apple maintains a leading position in the technology sector, leveraging its brand and product offerings [1] - The company's ability to adapt and innovate contributes to its sustained success in a competitive environment [1]