AMD

Advanced Micro Devices, Inc. (NASDAQ:AMD) has crossed the $1 trillion market-capitalization threshold for the first time, with shares rising 9.6% to a record $613.31 on September 21. Reuters attributed the rally to stronger investor confidence in AMD’s expanding role in AI computing, including its move beyond individual chips toward complete AI systems. AMD shares have […]

Key TakeawaysBitcoin mining generated about 92% of Riot’s segment revenue in Q2 2025. By Q2 2026, that share had fallen to about 65%, as mining revenue dropped 19% year over year to $113.

Advanced Micro Devices (NasdaqGS:AMD) and Advantech announced a collaboration to accelerate Edge AI workloads using AMD embedded and GPU platforms. MindWalk has moved OpenFold3 into production on AMD Instinct GPUs, supported by inference microservices for life sciences workflows. The Advantech alliance focuses on scalable, partner-led Edge AI solutions, while MindWalk highlights regulated, production-grade scientific use cases on AMD hardware. The Advantech Edge AI work and MindWalk...

Could the stock jump by at least 50% by then, or is it already peaking?

High institutional ownership, dividend growth, and AI or margin catalysts make ADM, Sanmina, and Delek US Holdings overlooked stocks worth a closer look, this analysis argues.

Key Stats for AMD StockCurrent Price: $630. 63Target Price (Mid): ~$2,390Street Target: ~$619Potential Total Return: ~279%Annualized IRR: ~37% / yearWhat Happened?Advanced Micro Devices (AMD) got a $100 target raise from Bank of America on September 24, and this time the case centered on server CPUs.

AMD looks like a great buy, while ARM Holdings' stock has gotten ahead of itself.

Tesla and SpaceX CEO Elon Musk was seated at the head table. So was Nvidia’s Jensen Huang, Apple’s Tim Cook, and AMD’s Lisa Su.

Bank of America analyst says AMD stock’s year-to-date rally is not out of steam just yet. He explained why in a research note today.

President Trump said Chinese leader Xi Jinping appeared to like the term "super intelligence," days after Trump said the US would officially use it in place of "artificial intelligence."

Investing.com -- AI news once again drove significant moves this week, with one name under pressure over its data center plans.

The valuation now requires AMD to monetize processors, networking and complete AI deployments--not isolated chip victories.

Bank of America Sends a Bullish Signal on AMD With Major Price Target Upgrade

In this episode on Sozzi Unleashed, Yahoo Finance Executive Editor Brian Sozzi breaks down what mortgage rate surges mean for home improvement stocks, why Elon Musk may be the next leader to have a 'Mark Zuckerberg moment,' and what Alphabet's (GOOGL, GOOG) venture into space could mean for the business.

Advanced Micro Devices crosses $1T as AI demand drives its rally. Explore three ETFs with significant AMD exposure and potential AI infrastructure upside.

Investing.com -- Earlier this week, Advanced Micro Devices (NASDAQ: AMD) became the latest semiconductor company to hit the $1 trillion market cap milestone. One analyst sees the stock continuing higher and sets a new price target, suggesting the market cap could climb to $1.2 trillion over the next 12 months.

A $15,000 bet split across three Nasdaq giants could look very different by 2030 depending on which of them ends up dragging the whole portfolio down.

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

BofA said the Anthropic-Akamai infrastructure deal “further supports CPU importance in the agentic era.”

Here's a check of the markets in the first few minutes of trading.

Retail sentiment on Stocktwits for SPY has turned ‘extremely bullish’, while it remained ‘bullish’ on QQQ.

Advanced Micro Devices, Inc. (NASDAQ:AMD) crossed $1 trillion in market value on September 21 after closing roughly 187% higher for 2026. NVIDIA Corporation (NASDAQ:NVDA) was worth about $5.45 trillion as of September 23. The more important difference is valuation. On a common S&P Global basis updated September 24, AMD traded at about 55.6 times forward […]

Bank of America just cut UPS to sell, and the catalyst has nothing to do with shipping demand or Amazon competition. The real threat is a regulatory change that turns UPS's fastest, highest-volume lanes into a compliance liability that surcharges alone may not fix.

AMD's stock has gotten very expensive.

Agent workloads could multiply CPU demand, but revenue still depends on architecture share and chip mix.

AMD stock broke out past its latest buy point this past week. Shares are at the top of their buying range.

AMD shares have been on fire this year.

A recent JPMorgan report helped quantify just how much. Wednesday evening, JPMorgan analyst Arun Jain published his list of “most hyped stocks on social media.” SpaceX checked in at number four, behind Lithium Americas Boyd Gaming and Advanced Micro Devices Insight Digital Partners II Rocket Lab Meta Platforms Kodiak AI, Atlas Energy Solutions and Micron Technology rounded out the top 10.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Advanced Micro Devices, Inc. (NASDAQ:AMD) concluded the September 21 session valued more than $1 trillion for the first time, after its shares increased nearly 10% in a single day to close at $615.52. That type of headline is simple to write and read, but it is nearly useless for an investor deciding what to do […]

The chip giant has split its stock six times -- but not once in 26 years, and not once under the CEO who took the shares from about $3 to more than $600.

The latest $1 trillion chipmaker now costs about 40 times its expected 2027 earnings. Its bigger, faster-growing competitor costs about 15 times its own.

HPE vs. AMD: Which Stock Is the Better Value Option?

Commercial launch of ReefIQ data platform marks a strategic pivot for MindWalk Holdings Corp. (NASDAQ:HYFT). In its first quarter FY27 report, the company also highlighted its transition toward platform-based recurring revenues. It posted C$3.8 million in revenue, up 21.3% compared to the same period last year. Gross profit of C$2.2 million represented a 47.1% year-over-year […]

A top strategist just structured a trade on AMD that stops paying him the moment his own price target is hit, and that contradiction reveals something important about where this stock actually goes from here.

AMD and Arm both just posted earnings that position them as the backbone of agentic AI computing, but their paths into the same data center could not be more different. One is booking record revenue while the other bets its future on a chip that has yet to ship.

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

Yahoo Finance Executive Editor Brian Sozzi shares his thoughts on the impact of Meta's (META) Muse AI agent on the broader stock market.

AMD just crossed a milestone that chip investors rarely live to see twice, and Wall Street is still scrambling to catch up. Here is the specific scenario that puts shares at a number most analysts haven't dared to publish.

The stock’s latest achievement puts it in rare company; the company’s current ranking is where the real story starts.

Apple, Okta, and Advanced Micro Devices stocks surged to 52-week highs on Tuesday amid positive catalysts and growing Wall Street optimism.

Three stocks firmly tied to the AI infrastructure buildout - Advanced Micro Devices (AMD), CoreWeave (CRWV), and Arm Holdings (ARM) - have all been drawing extra investor attention lately. But why?

It was big news when the value of Apple surpassed $1 trillion. But now a dozen S&P 500 companies have done it.

Shopify (SHOP) shares jumped 7% on Tuesday after announcing a partnership with Meta Platforms (META) that will bring Shop Pay checkout capabilities to Meta's fast-growing Muse AI agent.

In the closing of the recent trading day, Advanced Micro Devices (AMD) stood at $623.77, denoting a +1.34% move from the preceding trading day.

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence.

Chip stocks have been doing well in recent years due to artificial intelligence (AI), and while Nvidia has typically outperformed AMD, the tide has turned over the past year.

Should investors bet more on the AI infrastructure bottlenecks than on other tech trends, such as social media? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Defiance ETFs CIO Sylvia Jablonski, Interactive Brokers chief strategist Steve Sosnick, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber.

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were l

Advanced Micro Devices Inc. (NASDAQ:AMD) spent most of the AI boom chasing Nvidia Corp. (NASDAQ:NVDA) from a distance. In 2026, that relationship flipped. AMD shares have surged about 187% this year compared to roughly 22% for Nvidia—a massive 165-percentage-point lead that marks AMD’s widest gap over its rival since ChatGPT launched. The historic shift suggests Wall Street is no longer viewing AMD merely as a low-cost alternative to Nvidia, but is instead revaluing a completely different layer

Advanced Micro Devices (NasdaqGS:AMD) reached an estimated US$1 trillion market capitalization on 21 September 2026, a first for the stock. The valuation milestone comes as AMD expands AI chip deployments into data center computing and regulated AI infrastructure workloads. Recent use cases for AMD hardware include MindWalk’s production-grade OpenFold3, AI security collaborations, edge AI projects, and quantum-classical systems. There is more to AMD than the fresh US$1 trillion market cap...

Nvidia stock was left out of the latest chip rally sparked by Meta Platforms’ Muse agent. Nvidia shares rose 0.8% to $229.27 on Tuesday, having risen 2.3% the previous day. AMD has gained 189% this year so far coming into Tuesday’s session, compared with Nvidia’s 23% rise.

Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.

Nvidia stock was left out of the latest chip rally sparked by Meta Platforms’ Muse agent. Nvidia shares were down 0.2% in premarket trading Tuesday, having risen 2.3% the previous day. AMD has gained 187% this year so far coming into Tuesday’s session, compared with Nvidia’s 22% rise.

Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept. 21.

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the growing opposition to AI data centers in US communities.

Nvidia was left out of the latest chip rally sparked by Meta Platforms’ Muse agent. Nvidia shares were down 0.4% in premarket trading Tuesday, having risen 2.3% the previous day. AMD has gained 187% this year so far coming into Tuesday’s session, compared with Nvidia’s 22% rise.

AUSTIN, Texas, September 22, 2026--Liftr Insights, a leading provider of AI, cloud, and semiconductor market intelligence, today announced expanded delivery capabilities through Model Context Protocol (MCP) integrations and APIs, enabling investment firms, hedge funds, family offices, and enterprises to seamlessly ingest Liftr data directly into proprietary financial models, research platforms, and AI-driven products.

AMD and SanDisk lead a tech rebound as strong semiconductor earnings revisions outweigh higher rates, putting technology back in focus for Q4.

Rapid technological advancements are about to kick-start a period of economic growth that will make higher borrowing costs irrelevant, the ARK Invest CEO said on Monday, in a weekly newsletter. Chip and memory stocks were struggling for direction on Tuesday, having helped power the Nasdaq Composite to a record high the previous session. Advanced Micro Devices edged up 0.2%, after the chip maker topped a $1 trillion valuation for the first time ever on Monday.

AMD has joined an exclusive group of chip stocks, but its rapid climb is raising a bigger question about what comes next.

Stock Market Today: The Dow Jones index rises on U.S.-Iran peace hopes Tuesday as oil prices and Treasury yields continue to fall.

Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.

AMD has become the latest trillion-dollar company, as the AI investment boom sends its shares soaring and data-centre demand fuels record growth.View on euronews

U.S. markets on Monday gained on surging AI stocks, with the S&P 500 hitting a new 52-week high.

Advanced Micro Devices, Warner Bros. Discovery and Moderna stocks surged to annual highs amid a series of positive catalysts.

AI chip excitement has jumped again as semiconductor stocks rally, with the PHLX Semiconductor Index up over 3% and AMD briefly touching a $1 trillion valuation. That kind of momentum can pull capital into anything tied to advanced AI infrastructure, including equipment providers that sit further up the supply chain. This article breaks down 3 semiconductor capital equipment stocks exposed to the latest AI headlines so you can evaluate whether they merit a closer look. The stocks covered...

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

AMD’s market cap exceeded $1 trillion for the first time on Monday. Options sentiment suggests AMD shares could rip further up from here through the remainder of 2026.

Advanced Micro Devices joined the trillion-dollar club Monday as its stock soared.

Today, Sept. 21, 2026, semiconductor stocks surged on AI demand while Bitcoin topped $87,000, offsetting energy sector weakness.

Advanced Micro Devices added about 10% and hit $1 trillion in market cap.

Advanced Micro Devices has recently been at the center of a series of AI-focused developments, from powering MindWalk’s OpenFold3 life-sciences workloads on Instinct MI325X GPUs to expanding ecosystem collaborations across edge AI, quantum-classical integration, and agentic AI security and infrastructure. Together, these partnerships and deployments highlight AMD’s role not just as a chip supplier but as a foundational compute layer for regulated, production-grade AI systems spanning data...

AMD is knocking on a door only 14 other companies have ever opened, and a bold 10% price hike on its hottest chips is what just pushed it to the threshold.

Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.

By powering the data center CPUs and local edge processing required for agentic workflows, Arm Holdings and AMD are positioned to capture immense value.

AMD stock is breaking out Monday. This AI leader's relative strength line hit a new high, confirming the breakout's strength.

Persistent agent workloads expand AMD's addressable compute stack without confirming any Meta hardware selection.

AI agents are going mainstream, and AMD's processors will likely benefit.

The rotation back into tech stocks tells us that the earnings story continues to overwhelm slightly higher rates.

AMD's AI infrastructure demand is broadening as EPYC CPUs and Instinct accelerators gain traction, while Helios ramps and multigigawatt commitments boost visibility.

AUSTIN, Texas, September 21, 2026--MindWalk Holdings Corp. ("MindWalk") (NASDAQ: HYFT), a Bio-Native AI company, today announced results from a production deployment of the open-source OpenFold3 structure prediction model, run with engineering partners AMD and Vultr on Vultr Kubernetes Engine and Vultr Cloud GPU powered by AMD Instinct™ MI325X GPUs and delivered through AMD Inference Microservices (AIM). It also served as an independent validation of AIM for OpenFold3 in a production life-scienc

Key TakeawaysSelloff Reversal: AMD stock sank as much as 5. 6% on Monday, September 14 after AI industry leaders called for slower model development, then clawed back the loss and closed the week at $560, an 8% weekly gain.

This week, the market is turning its attention to an important summit between the U.S. and China, where U.S. President Donald Trump and Chinese President Xi Jinping are expected to discuss key economic issues.

The stock market showed choppy, mixed weekly action. But Robinhood, Sandisk, AMD and Moderna rallied into buy areas.

The stock market showed choppy, mixed weekly action. But Robinhood, Sandisk, AMD and Moderna rallied into buy areas.

SK Hynix boasts a 44% net margin and trades at 5.8x forward P/E, while AMD commands a 63x multiple despite stronger growth.

Jim Cramer has plenty to say about stocks, but his latest comments on AMD took a notably different tone.

The stock market showed choppy, mixed weekly action. But Robinhood, Sandisk, AMD and Moderna rallied into buy areas.

Surging corporate earnings, a robust GDP, and widespread pessimism are the perfect cocktail for an explosive upside move in equities.

Cathie Wood just bought more shares of Archer Aviation for her company's flagship ETF.

The stock market showed choppy, mixed weekly action. But Robinhood, Sandisk, AMD and Moderna rallied into buy areas.

Advanced Micro Devices has ridden a powerful AI story in recent years, and the question now is whether the current share price is still grounded in the cash the business can realistically generate. For anyone watching AMD today, the focus has shifted from headline momentum to the harder question of what its cash flows are actually worth. Over the past 3 years, AMD has delivered a share price return of about 467%, which puts a lot of weight on the idea that future cash flows can justify such...

Cathie Wood's ARK Invest funds made a broad move out of crypto-linked assets during the week, led by the sale of more than 1.5 million shares of the ARK 21Shares Bitcoin ETF.

The stock market showed choppy, mixed weekly action. But Robinhood, Sandisk, AMD and Moderna rallied into buy areas.

A rumor about AMD's 2027 lineup could give the company an unusual window against Nvidia.

Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.

Shares of Advanced Micro Devices, Inc. (AMD) up 5,093% since 1992’s initial outlier inflow.

AMD just posted the most consequential quarter in its history and Lisa Su says the company is tracking ahead of its own targets, yet the stock sits 5% below its peak with Wall Street split on what comes next. Here is the case for why the real breakout has not happened yet.

Stock Market Today: The Dow Jones index falls Friday as oil prices reverse higher. Apple, AMD, Micron and Sandisk are key movers.

Retail sentiment on SPY and QQQ remained ‘bearish’, despite the broader market recovery.

Nebius' coming cloud-computing price increase gave investors another sign that AI demand remains strong, including for AMD's data-center chips.

Key TakeawaysAMD fell more than 4% on September 14 after Anthropic, OpenAI and xAI executives publicly warned about the pace of AI development, then rebounded to roughly $549 by September 17, up more than 7% on the day. Wall Street’s price targets never wavered during the panic.

While macroeconomic headwinds, geopolitical energy shocks, and relentless media fear-mongering might suggest a market correction is overdue, the resilience of stock price action tells a different story.

Intel advances AI inference with stronger Xeon 6 and Arc Pro B-series GPU results, software gains and a new retrieval-augmented generation benchmark.

CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.

QCOM faces margin pressure from rising semiconductor costs, weaker handset demand and product mix, while Apple revenue is set to decline.

Advanced Micro Devices (NasdaqGS:AMD) is working with SiFive to tune its open-source ROCm AI software for RISC-V datacenter servers. The collaboration focuses on making AMD's ROCm stack run on SiFive's RISC-V hardware for datacenter AI workloads. Initial technical demonstrations with SiFive hardware highlight cross-industry interest in more open datacenter compute architectures built around RISC-V. The ROCm and SiFive RISC-V effort is important, and it should be considered alongside...

AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off.

FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.

A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc. (NASDAQ:AMD) was worth buying given how much the stock tends to rise when NVIDIA moves higher. Jim Cramer commented: In my conference call yesterday with the club, I admitted that AMD and Dell, I was confounded by my restrictions. Every […]

While concerns over an AI spending slowdown persist, Nvidia’s fundamentals still point to solid growth ahead.

Advanced Micro Devices (AMD) is back in focus after a fresh run of AI hardware announcements and conference appearances, giving investors new information on how the chip designer is positioning itself across fast growing compute markets. Recent trading has been choppy for Advanced Micro Devices. A 2.19% 1-day share price gain comes after short term weakness, with the 30 day share price return down 1.98%. However, the 1 year total shareholder return of 214.22% points to powerful longer term...

Micron Technology (MU) ranks first in its peer group on revenue growth, operating margin and twelve-month stock return. It still trades at 20.7 times earnings, below a peer's 26.6. The gap is not an oversight. The market is paying Micron for what it earns now and refusing to pay for what it earns next.

AMD stock wins another endorsement from Piper Sandler.

AMD is the IBD Stock Of The Day as the chipmaker rises on renewed hopes for continued heavy spending on AI data centers.

AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.

Investing.com -- In a note to clients on Wednesday, Melius Research made the case that Intel shares could roughly double from current levels, arguing the chipmaker's foundry business is becoming increasingly valuable amid an AI-driven scramble for domestic chip production.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Investors may be underestimating what comes next for AMD.

Micron Technology (MU) trades near $924, up more than 500% over the past year and still about 24% below its three-year high. The easy read on a $1 trillion memory maker is that the run is over. But Micron has signed 16 strategic customer agreements that commit customers to buy set volumes, the largest at prices held between a contracted floor and a ceiling set at the June-quarter market price. A three-year scenario on Micron's own numbers shows what is still in front of you.

NVIDIA, AMD and Intel attempt to rebound as AI spending fears and higher rates pressure semiconductor stocks.

Chip and computer hardware stocks tied to the artificial intelligence buildout attempted a comeback Tuesday after Monday's harsh sell-off.

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”. The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned […]

SANTA CLARA, Calif., September 15, 2026--Today at the AI Infra Summit, SiFive, Inc., and AMD showcased a demonstration of AMD ROCm™ (Learn more) running on SiFive’s recently announced BigSky Datacenter Development Platform.

Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.

The company said the module consumes more than 60% less operating power than four 128GB DDR5 modules.

With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share. On September 9, Piper Sandler analyst David O’Connor initiated coverage on AMD (NASDAQ: AMD) with an Overweight rating and a $600 price target. Analyst O’Connor estimates revenue for FY26-30 to grow […]

Micron stands out with stronger near-term growth, accelerating AI memory demand and a far lower valuation despite capex and memory-cycle risks.

Nvidia shares just dropped over 8% in a week while AI slowdown headlines pile up, and that is exactly when one investor keeps hitting the buy button with more conviction than ever.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

AMD stock sinks on high-profile warnings calling for a slowdown in AI model development. Here’s what these warnings mean for AMD shares.

Wall Street stocks fell Monday on weakness in tech shares after leading artificial intelligence executives said advances should be slowed, as markets also contended with higher oil prices and Treasury bond yields.Losses tempered as the session progressed with crude oil prices and US bond yields moderating somewhat.

Donald Trump dismisses attempts to increase controls on artificial intelligence as ‘sick conspiracy’

AMD has surged over 200% in a year, locked in multi-gigawatt AI deals with OpenAI and Meta, and still has its entire senior leadership selling shares into the rally. One of those facts should give you serious pause before you touch this stock.

Cerebras Systems is scaling AI inference with faster systems, hyperscaler partnerships and capacity expansion as NVIDIA and Alphabet intensify competition.

Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Advanced Micro Devices (NASDAQ:AMD) shares fell 5. 6% in pre-market trading on Monday to $487.

Markets brace for a packed week of AI, tech and macro catalysts.

AMD and Intel compete for processor customers, but they have a common interest in making developers comfortable staying with x86. A September 2 GCC commit added initial support for their AI Compute Extensions, or ACE, bringing that shared strategy into a widely used compiler’s development code. For Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation […]

Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial intelligence models. On September 4, the company unveiled the Threadripper Halo Station, expanding its AI strategy beyond data centers and into high-end local AI computing. AI Workstation Opportunity Designed for AI development and inference, […]

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

The top of the chip designer's 2030 market forecast grew by as much as a trillion dollars in one conference appearance. How much of it was already in the stock price?

With demand remaining solid and AMD’s earnings growth set to speed up, the stock has room to advance despite higher valuation metrics.

Jim Cramer spotted gigantic flex-call buying across a basket of tech and energy names on live television and openly asked who was behind it. A House disclosure filed weeks earlier quietly named two of those same stocks.

Rackspace Technology joined the Nvidia Cloud Partner Program to deliver and manage Nvidia-powered AI computing infrastructure.

Former OpenAI researcher Leopold Aschenbrenner is betting on AI stocks again just weeks after his fund’s $35 billion collapse.

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.

According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.

PBF Energy surges on record profitability and rising estimates, while Lennar faces shrinking revenue, weak demand and falling margins.

One chip stock wins while another faces a valuation reality

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows.

Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.

Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to triple. Here is what the Helios launch changes about the calculus.

NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027.

Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to understand what changed and what he is still telling them to buy.

Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street analysts are already repositioning across semiconductors, biotech, and energy ahead of the fallout.

NVIDIA just posted revenue growth that left Wall Street scrambling to revise its models upward, and the stock is knocking on its all-time high door. Whether that price already prices in everything good ahead is the question every investor needs to answer before November.

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

HostColor has announced the arrival of new batch of AMD Ryzen 9950X and AMD EPYC Dedicated Servers at the Equinix TY6 data center in Tokyo, Japan. HostColor - AMD Ryzen And AMD EPYC Servers in Tokyo HostColor has announced the arrival of new batch of AMD Ryzen 9950X and AMD EPYC Dedicated Servers at the Equinix TY6 data center in Tokyo, Japan. New York, New York, Sept. 09, 2026 (GLOBE NEWSWIRE) -- HostColor.com (HC), a globally recognized provider of Semi-Managed, Edge Bare Metal and Edge Cloud

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

Advanced Micro Devices (AMD) has been one of the standout performers of 2026, already up around 136% year-to-date as the market rewards its accelerating push into AI data center chips. The options flow from today suggests institutional traders are positioning for this AI-driven rally to keep running.

Investors were piling into the chip designer after Hu said Tuesday that artificial-intelligence demand will drive a total market for AMD’s products to $2 trillion in 2030.

AMD is the IBD Stock Of The Day after the chipmaker's shares surged above a key technical level.

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]

Nvidia stock was slipping after Qualcomm's announcement of an AI infrastructure deal with Amazon.

NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise a real question about what the next decade actually looks like.

Qualcomm targets $15 billion in fiscal 2029 data center revenue, with another unnamed hyperscaler engagement progressing.

AMD is growing its presence in the data center market.

Rising oil prices amid escalating tensions in the Middle East weighed heavily on stock markets on Tuesday as Brent Crude neared $100 a barrel.

Invesco offers two funds tracking the exact same Nasdaq-100 stocks with the same management team, yet one of them quietly drains thousands of dollars from a long-term investor's portfolio. Knowing which ticker belongs in your account depends entirely on how you plan to use it.

Cerebras' new CS-4 claims up to 30x faster token generation per user than GPU-based AI systems.

AMD Stock Rallies on Massive AI Market Opportunity

AMD expects its data-center business to double in 2027 as AI GPU and server CPU demand accelerates.

Advanced Micro Devices stock jumped over 6% following executive statements detailing a massive expansion in artificial intelligence infrastructure demand and an aggressive multi-year hardware rollout strategy.

One enormous forecast just changed the market's expectations almost overnight

Investors were piling into the chip designer after its CFO said that artificial-intelligence demand will drive a total market for AMD’s products to around $3 trillion in 2030.

Investing.com -- Advanced Micro Devices shares jumped roughly 7% on Tuesday after management outlined an aggressive artificial-intelligence growth strategy at the Citi Global TMT Conference, anchored by a new $2 trillion total addressable market estimate by 2030. At the core of AMD’s thesis is a pivotal shift in the AI landscape. Computing demand is rapidly transitioning from training large AI models to executing them—a process known as inference. According to Citi’s summary of the event, AMD ma

AMD just posted its biggest AI revenue surge in years and already has a massive GPU deal with OpenAI, yet the stock has been sliding for a month. The path to $700 exists, but it depends on three very specific things going right.

Advanced Micro Devices (NASDAQ:AMD) executives said artificial intelligence demand is broadening beyond graphics processors to include server CPUs, AI PCs and adaptive computing, while the company prepares for a significant ramp of its MI450 accelerator platform and Helios rack-scale systems. Speak

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”. The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at […]

AMD Stock Jumps After Unveiling $100,000-Plus AI Workstation for 2027

An unprecedented construction wave could reshape AI's biggest stock-market winners

Ark Invest Pulls $25 Million From Palantir Stock

AMD just crushed its AI earnings and the stock dropped anyway, leaving investors staring at a stock that may be deeply mispriced heading into 2027. The case for a 53% run from here is more credible than Wall Street is letting on.

Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.

One segment doubled last quarter while everything else combined grew 8%. If rates anywhere close to those hold, 70% arrives before the ramp is done.

The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.

From robot body to robot brain: new AMD SoC combines CPU, GPU, NPU and company names robot sensing partners

Strong demand for AMD’s AI accelerators and server CPUs, combined with an improving product mix, positions it to deliver solid growth.

Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.

The chipmaker showered its owners with cash while the stock price went nowhere fast, raising a sharp question about what all that money actually bought.

A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of tech behind.

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.

ARK Invest shifted its semiconductor exposure after Nvidia's latest earnings, selling about $72.8 million of AMD while adding to Nvidia.

Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one Jensen Huang left out of his press tour talking points.

The surprise increase in hiring could give the Federal Reserve leeway to raise its benchmark short-term interest rate to fight inflation when central bank policymakers meet later this month. “Today’s jobs report does lean toward the Fed increasing rates," said Terry Sandven, chief equity strategist at U.S. Bank Asset Management Group, noting, however, that a rate hike is "not a foregone conclusion.” Lululemon Athletica sank 17.6% after the retailer reported quarterly revenue that fell short of

Advanced Micro Devices has delivered a very large 5-year gain, yet its current valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples lean expensive. Over the past 5 years, Advanced Micro Devices has returned about 330.5%, which places extra focus on whether today’s price still leaves enough room for attractive future returns. Recent AI and data center partnerships, including new infrastructure deployments in...

Advanced Micro Devices (NasdaqGS:AMD) has taken a larger role in secure AI infrastructure through its contributions to the Linux Foundation TRACE project for verifiable AI runtime governance. TRACE aims to set common standards for how AI workloads are monitored and governed across cloud and data center environments, with AMD helping shape requirements for hardware based attestation. Anjuna has launched a confidential computing platform that runs on AMD Secure Encrypted Virtualization, giving...

Cathie Wood appears to have made a sharp choice inside the same AI trade. ARK Invest’s August 28 transaction disclosure showed sales of 156,286 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) and purchases of 243,707 shares of NVIDIA Corporation (NASDAQ:NVDA). Based on the August 28 closing prices, the moves were worth an estimated $72.8 million […]

The chipmaker just posted a great quarter, but a lot of its expected success is already priced into the stock.

Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched on the surface.

AMD, Costco and AstraZeneca headline Zacks' latest research, with AI demand, membership strength and new drugs shaping their outlooks.

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]

Semiconductor stocks have soared as the AI build-out marches on.

AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening or if the gap is as wide as ever.

AMD's stock is quite pricey compared to Nvidia's.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family Office increased its Amazon.com, Inc. (NASDAQ:AMZN) position by 1,083% to 541,600 shares and opened a 72,900-share stake in Advanced Micro Devices, Inc. (NASDAQ:AMD). One company rents computing capacity through AWS; the other supplies accelerators and […]

Tech stocks are a little lackluster with higher rates in America. Nvidia is bouncing from $215, AMD remains above major support at $450, and SMCI continues to range between $35 and $40.

The terrific growth opportunity in server CPUs will help AMD stock become a multibagger.

A Chinese AI lab nobody on Wall Street watches just reported revenue growing at more than twice the pace of its research spending, and the implications land squarely on the three American chipmakers holding up a multi-trillion dollar buildout bet.

Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which sits on both sides of this trade, are stranger than they appear.

HPE vs. AMD: Which Stock Is the Better Value Option?

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.

A single data point buried in Nvidia's latest earnings call flipped my read on where this stock is actually headed, and the market has not caught up yet.

Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:GOOGL) by 45.4%, from 10.63 million shares to 5.81 million, while opening a position in Advanced Micro Devices, Inc. (NASDAQ:AMD). The trade shifts some exposure from a giant platform funding AI infrastructure to a chip […]

AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real gains are still ahead or already behind us.

Stocks closed broadly lower Tuesday as another round of U.S. military strikes on Iran sent oil prices higher, stoking worries about stubbornly high inflation. A bond market sell-off deepened, putting more pressure on stocks. The weak start to September follows a shaky but mostly positive month for Wall Street.

QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.

AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.

Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.

As enterprises move AI from experimentation into real-time operations, Aerospike enters its next chapter, powering applications that reach more than 2 billion people.Key Highlights: Aerospike names Don Dama CEO to lead the company as it becomes the foundational data platform for operational AI.More than 2 billion people worldwide interact with applications built on Aerospike.Aerospike already powers some of the world's most demanding AI operations, including PayPal's fraud prevention platform (8

Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog numbers that the broader market appears to be ignoring entirely.

Nvidia was ARK’s biggest August purchase, with roughly 548,000 shares added during the month.

With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector.

Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar

Eight of the past 10 Septembers took the chip stock lower. The market's own September record explains only part of that.

JEPI's monthly income has made it a default choice for yield-hungry investors, but a quiet tax problem erodes those payouts for anyone holding shares in a taxable account. JPMorgan just launched two sibling funds designed to shift when the IRS collects, and the tradeoffs are not obvious.

Micron Technology will report its quarterly results in September, and recent results from AI chipmakers suggest it could easily exceed expectations.

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.

Nvidia stock is back in fashion. For evidence the chip maker is once again attracting growth-hungry investors, look no further than ARK Invest’s Cathie Wood. After its recent blowout earnings, Nvidia should be able to shed fears that it is too big to grow at a rapid rate.

ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position

As Advanced Micro Devices has outperformed relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Advanced Micro Devices (NasdaqGS:AMD) is in focus as the U.S. government reportedly weighs new tariffs on semiconductors and related technology hardware. The potential measures target imported chips and components that could affect AMD's supply chain and manufacturing costs. Any tariff decision would add a fresh regulatory risk factor for AMD in addition to existing attention on AI and security issues. This possible shift in trade policy highlights the broader story around AI infrastructure...

Broadcom is a steady AI infrastructure bet, while AMD offers higher-risk, higher-reward potential as it challenges Nvidia in AI chips.

Monday - Chipotle Mexican Grill assumed, downgraded to Neutral with a $40 price target

Broadcom's stronger AI diversification and lower valuation give it an edge over AMD in risk-reward potential.

Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.

Nvidia, the world’s largest company, began outperforming rival Advanced Micro Devices in early July.

CNBC reported on August 18, 2026, that NVIDIA Corporation (NASDAQ:NVDA) agreed within the same week to a $500 billion financing pact with major Wall Street firms and up to $105 billion in support for an OpenAI data center in Ohio as rivals AMD and Google chip away at its once-dominant technology lead. Why This Matters […]

Advanced Micro Devices Inc (NASDAQ:AMD) stock fell nearly 1% on Friday as investors weighed new semiconductor tariff risks that could raise costs across chips, data center servers and other technology hardware. Tariff Uncertainty Adds Risk For AI Hardware The Trump administration is reportedly considering new semiconductor tariffs that could extend beyond chips to products containing semiconductors, including laptops, gaming consoles and data center servers. Commerce Secretary Howard Lutnick rep

ARK keeps trimming AMD after its huge 2026 rally.

This fund has one-quarter of its assets parked in Nvidia, Micron Technology, and Advanced Micro Devices.

AMD upgraded by Raymond James citing agentic AI demand growth.

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

NVIDIA's blowout results, stronger profitability and CUDA advantage give it an edge over AMD as AI spending accelerates.

Cathie Wood Makes a Bold AI Chip Rotation From AMD to Broadcom

AVGO's AI semiconductor growth is accelerating on custom XPU and networking demand, even as NVIDIA and AMD intensify competition.

AMD's $40 Million Insider Selling Spree Raises Fresh Questions for Investors

Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector.

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Nvidia (NVDA) posted another blockbuster quarter, with revenue of $96.2 billion, up 106% year over year, and net income more than doubling from the same quarter last year - and the growth looks set to hold up. Management guided to roughly 70% revenue growth for fiscal 2028, a number the company says is being constrained by supply, particularly memory and packaging capacity. While the growth forecasts are strong on their own, two underlying trends from the earnings call suggest the AI demand wave

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Nvidia jumped on earnings, with CrowdStrike, Okta, Salesforce big winners. Will the market rally take off, or is this another head fake?

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

AMD could be the AI industry’s best escape route from Nvidia.

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.

The Linux Foundation, the nonprofit organization enabling mass innovation through open source, announced the contribution of TRACE (Trust, Runtime Attestation and Compliance Evidence), from OPAQUE. Collaboratively developed by AMD, Intel, Microsoft, OPAQUE and the Technology Innovation Institute (TII), TRACE creates a standard, open evidence layer that enables reliable governance records for AI agents and other confidential workloads.

AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either way in a hurry.

On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion. The firm joined a broader wave of tech-sector fundraising for AI investment just days after rival Intel Corporation (NASDAQ:INTC) raised $20 billion in an upsized stock offering. Why This Matters Both chip […]

Ark bought $17.2 million of Cerebras shares.

AMD is riding the next wave of AI chip demand.

U.S. stocks ended higher on Tuesday as tech stocks rebounded following a sell-off earlier in the session, while a drop in bond yields brought some relief to investors.

AMD EPYC™ processors deliver higher compute performance, faster processing speeds, lower power consumption, and improved efficiency for the Kodiak Driver Kodiak AI and AMD AMD EPYC™ processors deliver higher compute performance, faster processing speeds, lower power consumption, and improved efficiency for the Kodiak Driver MOUNTAIN VIEW, Calif., Aug. 26, 2026 (GLOBE NEWSWIRE) -- Kodiak AI, Inc. ("Kodiak”) (Nasdaq: KDK), a leading provider of physical AI-powered autonomous driving technology, to

Some of the loftiest AI price targets on Wall Street may prove difficult to reach.

The chipmaker is set to be a prime beneficiary of the agentic AI-driven boom in CPU sales.

RALEIGH, N.C., Aug. 26, 2026 (GLOBE NEWSWIRE) -- Attindas Hygiene Partners has entered into a binding agreement to acquire Activ Médical Disposable (AMD). Subject to regulatory approval and customary closing conditions, the acquisition would expand Attindas’ range of available solutions across the region by adding AMD's manufacturing capabilities, enabling Attindas’ future growth through the addition of a complementary product portfolio and new customer relationships. With production facilities

The chipmaker picked memory capacity as its weapon for the next round of the AI hardware fight -- just as memory prices climb across the chip industry.

The chipmaker is exceeding the guidance management provided last year.

Another bullish call on Nvidia rival AMD.

Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues.

The AI tailwind is still just getting started for these two stocks, provided Zuckerberg's predictions come true.

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

Anjuna Security, a leader in confidential computing and autonomous software runtime governance, today announced the availability of Anjuna Seaglass™ platform running on AMD Secure Virtualization (SEV), providing confidential computing solution on AMD EPYC™ datacenter CPUs. Enterprises and organizations in regulated industries that operate with sensitive data and applications can now help protect them with confidential computing running on bare metal without code changes or a new operational mode

Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction keeps growing.

Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually controls the next buildout cycle matters far more than the revenue gap.

Nvidia and AMD are two closely compared companies.

Raymond James upgraded AMD stock to ‘Strong Buy’ from ‘Outperform’ and raised the price target to $641 from $565.

Advanced Micro Devices (NASDAQ:AMD) shares gained 2. 5% in pre-market trading after Raymond James upgraded the semiconductor company from Outperform to Strong Buy and lifted its price target to $641 from $565.

Investing.com - U.S. stock futures pointed higher on Tuesday, as investors looked ahead to key inflation data and Nvidia’s quarterly results later this week for fresh clues on the outlook for interest rates and the artificial intelligence trade.

Wall Street is making bold moves Tuesday, upgrading AMD and shaking up fintech names like Klarna and Shift4 while fresh initiations hit Fortune Brands and Jersey Mike's. Find out which stocks analysts are backing and which they are walking away from.

Advanced Micro Devices, Inc. (NASDAQ:AMD) has finally landed the kind of AI customers investors spent years waiting for. OpenAI and Meta have committed to massive deployments of AMD Instinct GPUs, helping validate the company as the clearest large-scale alternative to Nvidia Corporation (NASDAQ:NVDA). But Morgan Stanley thinks one less-discussed part of those deals makes the […]

Advanced Micro Devices has recently appointed Citi executive Tim Ryan to its board and raised about US$4.75 billion through multiple fixed‑rate, unsecured senior notes maturing between 2029 and 2036, alongside filing a shelf registration for additional debt securities. These moves, combined with AMD’s plan to invest more than US$10 billion in Taiwan’s advanced packaging and AI system manufacturing ecosystem, signal a concerted push to deepen its role in AI infrastructure. We’ll now examine...

On August 12, 2026, Cerebras Systems Inc. (NASDAQ:CBRS) shares tumbled about 14% in extended trading, even after the AI chipmaker’s second-quarter revenue rose 74.3% year over year and it raised its full-year guidance for the second time since going public in May 2026. Why This Matters Cerebras positioned itself as a genuine Nvidia challenger at […]

Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.

It’s no secret that the AI boom of recent years has been a primary driver of market gains, with the introduction of generative and agentic AI models and enormous demand for semiconductor chips and data centers making headlines – and profits for early investors.55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock pi

Wood is getting more selective across her biggest growth bets

Here’s what could be next for Nvidia stock.

Yahoo Finance Executive Editor Brian Sozzi breaks down Opening Bid's Stock of the Day, Nvidia (NVDA), ahead of the AI giant’s earnings report on Wednesday. Joined by B. Riley Wealth chief market strategist Art Hogan, Sozzi explores what everyday investors should be watching and how they should approach the highly anticipated call.

The investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.

Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.

Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the […]

AMD Lands Bullish BMO Call as Meta, OpenAI and Anthropic Deals Fuel AI Ambitions

Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.

Nvidia stands out as the top semiconductor stock for the coming years because of its dominant AI ecosystem, not to mention it's the most popular AI stock in the ecosystem.

Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question worth sitting with.

The dominant AI chip names have all pulled back sharply in August even as their latest earnings painted a picture of demand growing faster than supply. Before two pivotal earnings reports reset the narrative, three semiconductor stocks are flashing the kind of entry that rarely shows up twice.

Whale Rock slashed its Nvidia position in Q2, but Nvidia’s accelerating AI revenue and Wall Street targets suggest the hedge fund’s move may be more about portfolio rotation than weakening fundamentals.

Nvidia is leagues ahead of its rivals in the lucrative AI chip market.

NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.

AMD's revenue has climbed steadily for eight straight quarters, while ARM's growth pattern tells a starkly different story.

The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%. The reason behind it: SpaceX CEO Elon Musk said on August 4 that his company would build exclusively on NVIDIA Corporation (NASDAQ:NVDA) chips going forward: “Going forward, we have decided […]

CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.

AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.

NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked backlog all point in the same direction.

Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus. The deal could grow to $16.1 billion if extended twice by five years each. Shares initially jumped more than 20% before giving back most of the gain. Why This Matters […]

The Alphabet company's 10th-generation TPU is expected to be designed in collaboration with AMD instead of traditional partner Broadcom.

Nutanix could easily become an AI takeover target down the road.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

Cathie Wood Dumps AMD Stock Again After $13 Million Sell-Off

AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.

Advanced Micro Devices has delivered a very strong 5 year share price gain, yet the current valuation checks are split, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while traditional market multiples lean expensive. Over the last 5 years the stock has returned about 3.3x, which puts extra focus on whether current expectations already bake in much of AMD's AI and data center growth story. Planned multi billion dollar debt issuance to fund AI and...

Druckenmiller's Duquesne Family Office just dumped its entire position in Micron stock.

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

SpaceX stock is still nothing more than a plaything for investors.

What does Google's $94 billion stake in SpaceX really mean?

AMD's AI momentum commands a premium valuation, while Salesforce's software dominance trades at a fraction of that multiple, a stark contrast that reshapes the growth-versus-value debate.

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.

Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. This new capital is already tied to partnerships with Microsoft and Cerebras, along with launches like Instinct Coder and potential work with Google on custom AI hardware. See our latest analysis for Advanced Micro Devices. The fresh bond deal has arrived during a mixed stretch for Advanced Micro Devices shares. The stock has pulled back about 4% over...

Google's Marvell agreement deepened pressure on general-purpose accelerator companies despite retreating yields.

This fast-growing AI chip company could become a multibagger once again.

Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Busin

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.

Anthropic signed a deal with a neocloud that is worth more than the neocloud itself, and the stock remains depressed.

Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...

AMD's stock is valued at a far higher premium than Nvidia's.

AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where the company believes AI infrastructure spending lands next, including one ticker most investors will never think to check.

Price targets on Advanced Micro Devices have shifted into a much wider range, with recent updates running from about US$450 up to US$1,250 as analysts revisit their assumptions. Those higher and lower targets reflect very different views on how AI infrastructure demand, data center products, and new partnerships might be reflected in AMD’s valuation over time. In the sections that follow, you will see how to interpret these moves and track the evolving story around AMD with more...

The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers.

Custom silicon may open another path into hyperscaler spending

AI Stocks Under Pressure: Nvidia, AMD and Micron Sink as Geopolitical Risks Rise

Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...

Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.

Nvidia stock was slipping early Tuesday amid headwinds for the entire semiconductor sector. Nvidia shares were down around 2.6% in late-morning trading. Meanwhile, Wood sold 25,917 shares of AMD across largely the same funds.

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap with Nvidia depends on a question nobody in the industry has answered yet.

Advanced Micro Devices Inc. (NASDAQ:AMD) fell 5% Tuesday, with Broadcom Inc. (NASDAQ:AVGO) and Meta Platforms Inc. (NASDAQ:META) both around 3% and NVIDIA Corp. (NASDAQ:NVDA) off 2%, as the 30-year Treasury yield hit its highest level since 2007. This is not...

Nvidia dropped Tuesday in a broader slide on Wall Street as bond yields climbed. Shares of the artificial intelligence chipmaker were on course for a third consecutive decline, with the company's next earnings report coming due soon. The recent IBD Stock Of The Day has formed a clear base and had hit early entry point amid earnings reports from key AI-related companies such as Advanced Micro Devices , Alphabet, Amazon and Microsoft.

Nvidia stock was slipping early Tuesday amid headwinds for the entire semiconductor sector. Nvidia shares were down around 2% in early trading. Meanwhile, Wood sold 25,917 shares of AMD across largely the same funds.

Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall Street.

The transactions extend a recent pattern of ARK increasing its exposure to Nvidia while selectively reducing its AMD holdings.

Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI deployments and is built around AMD’s MI series accelerators. The partnership with Spectro Cloud and Supermicro focuses on simplifying rollout of enterprise AI infrastructure for corporate IT teams. For readers looking to compare AMD’s move with other companies building out AI infrastructure,...

AMD's year-over-year growth is accelerating while monday.com's is slowing, but the latter posted consistent quarter-over-quarter revenue increases.

JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...

Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook.

Most investors watch what AMD builds. Fewer watch what it buys. A quarterly filing with the Securities and Exchange Commission just gave them a reason to look. Advanced Micro Devices (AMD) disclosed large equity stakes in two very different companies: Elon Musk's SpaceX (SPCX) and enterprise ...

Management signed deals to guarantee years of record profits, yet the stock is slipping, a sign the market is more worried about the ceiling than excited about the floor.

Alphabet's SpaceX Gamble Pays Off Big as Stake Hits $94B After IPO

AMD Stock Slides After Chipmaker Sets Terms for Massive $4.75 Billion Debt Sale

Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already priced for perfection.

AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless execution.

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76.

The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader

Micron shares are back with some momentum.

Expanding from a market valued at $215 billion in 2025, the sector is undergoing structural transformation as merchant GPU leaders (Nvidia, AMD) compete and collaborate with hyperscalers deploying proprietary custom ASICs (Google TPU, AWS Trainium/Inferentia, Microsoft Maia, Meta MTIA) and Arm-based CPUs (AWS Graviton, Google Axion, Nvidia Grace/Vera). This 490-page report delivers a comprehensive 15-year evaluation across processor architectures, silicon manufacturing node roadmaps, server tray

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.1% in the afternoon session after the company priced a $4.75 billion bond offering to fund its expansion into the artificial intelligence and data center markets, according to Bloomberg.

Three out of the five top stocks should more than double annual earnings. Nvidia is seen nearly doubling earnings this year.

Shares of Advanced Micro Devices could have plenty of runway as AI-driven computing is reshaping the server CPU market.

Investors looking to make the most of the AI-driven chip boom will do well to take a closer look at this foundry giant before it doubles over the next three years.

SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more than half a billion dollars into Elon Musk's company anyway. The reason has nothing to do with GPU contracts, and everything to do with where SpaceX is actually headed.

AMD stock has significantly outperformed Nvidia over the last year.

Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]

Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...

The market is punishing a chip giant's stock while it offers a cash return that most blue chips can't match, forcing a hard look at the engine inside.

AMD's four-part bond offering gives the chipmaker additional financial flexibility as it expands its artificial-intelligence infrastructure business.

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.

NVIDIA just mobilized half a trillion dollars in outside capital to guarantee AI infrastructure keeps building, and credit markets responded in a way that surprised analysts. Here is what that signal means for where the stock goes next.

Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg.

Both chipmakers crushed their earnings estimates, yet the same geopolitical pressure that wiped out billions for one barely registered for the other. Understanding why reveals something surprising about where real AI market power actually sits.

AMD stock is BofA's top pick in a $210 billion AI chip call, but options positioning and money flow show traders backing Nvidia instead.

Micron has surged over 600% in a year while insiders quietly unload shares at the highs, yet analysts still see substantial room to run. Something in this picture does not add up, and the answer changes how you think about the entire AI memory trade.

AMD just posted blowout earnings and still cratered 9% after hours, but one Wall Street analyst sees that selloff as the setup for a gain most investors would dismiss as fantasy.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.

The best growth stocks promise to generate significant returns for your portfolio. But what are growth stocks, and how do you find the best ones?

BofA delivers bullish verdict on AMD and Nvidia as AI infrastructure evolves

Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion. It plans to direct a significant share of the proceeds toward AI infrastructure, including a major partnership with Anthropic. If completed, this would be AMD's largest corporate bond offering to date and would extend its AI plans beyond internal product spending or acquisitions. Consider reviewing other AI infrastructure related stocks that...

The chipmaker has had a great year, but its valuation has gotten ahead of its results.

AI infrastructure and chips in focus.

Advanced Micro Devices Inc. is preparing to raise up to $5 billion in its largest-ever investment-grade debt offering to fund capital demands driven by the rapid growth of artificial intelligence.

Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.

AMD’s second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter’s results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted “record server CPU revenue” and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ran

Anthropic’s expanding data center footprint strengthens AMD’s AI growth story as Instinct deployments accelerate and Data Center revenue surges.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD’s client and […]

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

Super Micro's outlook lifts chip stocks.

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.

Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...

NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

Nvidia, Cerebras, and AMD could all be inference winners.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.

Data center revenue doubled, driving record profitability and raised guidance.

Intel announces a $20 billion common stock offering, dumping 210 million shares priced at $95 each.

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]

Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks.

Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.

Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Chips look a little mixed and positive in early trading on Tuesday, with the interest rate markets showing higher yields and the risk appetite being mixed.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

Progress continues on a massive data center site being built near Amarillo, with Fermi America announcing a $6.5 billion deal.

Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data ...

A big data center lease just sent Riot Platforms shares soaring, after Bloomberg named the undisclosed tenant as Anthropic.

Advanced Micro Devices (NASDAQ:AMD) expects continued rapid growth in its server CPU and data center businesses as demand for AI inference systems, including agentic AI workloads, expands, according to Matt Ramsay, the company’s corporate vice president of financial strategy and investor relations.

One data center deal points to much bigger demand ahead

Riot Platforms shares are surging on a deal with a big name in AI.

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise AI infrastructure strategy built around managed compute, inference and sovereign AI deployments. Chief Executive Officer Gajen Kandiah said th

Nvidia confirmed late Monday that it will work with six of the world's largest financial companies to secure $500 billion in funding for artificial intelligence infrastructure. The financial stocks jumped on Tuesday.

Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.

The 20-year deal to supply 191 megawatts is reportedly with Anthropic

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

These three companies have seen a lot over the years but still have each been able to increase their dividend payouts for 50-plus consecutive years.

(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman

Riot Platforms Inc. (NASDAQ: $RIOT) shares jumped after hours Monday after the company reported second-quarter reve...

Screens are very useful tools for investors to filter out the noise, allowing for full focus on preferred parameters.

The energy infrastructure company signed a 15-year turnkey data-center lease with AI cloud provider TensorWave for a facility backed by 222 megawatts of power.

Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index’s nearly 75% climb. On August 10, the company said it would sell $15 billion of new stock to fund its push into contract chip manufacturing, and shares fell more than 4% in early trading. That marked a […]

AMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.

In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs. Together with its planned acquisition of AI inference startup Taalas and large-scale data center capacity partnership with Core Scientific, AMD is...

CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.

AMD's Taalas acquisition adds specialized AI inference silicon to its roadmap, aiming to boost performance and efficiency against fierce competition.

The memory shortage behind the run was laid out in Micron's own supply disclosures long before the price caught up.

The average brokerage recommendation (ABR) for Advanced Micro (AMD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast.

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54.

Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures the biggest dollar share changes the investment calculus entirely.

Intel said on Monday it was planning to raise $15 billion through a share sale, as it looks to fund the costly build-out ‌of its chip contract manufacturing business by cashing in on a stock surge fueled ‌by its turnaround efforts. Once a dominant force in the global chip industry, Intel is investing heavily in new facilities and ​advanced packaging capabilities as it seeks to challenge industry leaders such as TSMC in contract chip manufacturing. As of last close, the stock has nearly tripled

TSMC kicked off the fresh quarter with strong topline growth.

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...

AMD’s shares sank after its Q2 results despite better-than-expected earnings.

Advanced Micro Devices reported strong Q2 revenue and earnings growth, but its free cash flow dipped below Q1 levels. But, AMD is undervalued, and a 10% lower short put play yields 3.5% for 1 month.

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker’s ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than […]

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock’s price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for […]

AMD beat top and bottom lines, raised guidance, and still got punished. Does the pullback create an attractive entry point for investors?

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...

AMD's data center revenue is soaring on strong demand from the artificial intelligence industry.

AMD’s data center revenue hit $6.7 billion in Q2 of 2026, accounting for 58% of total company sales, as demand accelerates for EPYC CPUs and Instinct GPUs.

The dip in AMD's shares looks like a good buying opportunity.

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]

AMD's Data Center business just posted 57% year-over-year growth, but whether that momentum can carry a $5,000 investment to a meaningful return by 2031 depends on three drivers and three risks that pull in opposite directions.

A lot of AMD's success has already been priced into the stock.

Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.

AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history.

Investors will be watching for the latest print from Cerebras Systems for its Q2 results in the next few days.

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative.

Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.

NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]

In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, alongside new high-density, liquid-cooled AI data center racks that are factory-integrated for rapid, rack-scale deployment. At the same time, AMD and Spectro Cloud unveiled the AMD Instinct Coder turnkey inference solution built on Supermicro GPU systems, underscoring Supermicro’s role as a key hardware foundation for enterprise AI workloads and...

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.

Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.

Homegrown companies continue to struggle to access capital and move from research to commercialization

Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.

Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal brings Taalas' specialized inference-focused silicon into AMD's product roadmap for enterprise and cloud AI workloads. Taalas' engineering team is expected to join AMD and work on system-level AI inference solutions across future AMD platforms. For readers watching how AI compute is reshaping data centers and broader infrastructure, this move by...

Advanced Micro Devices (AMD) just reported the strongest quarter in its 56-year history, and shareholders responded by selling. The chipmaker posted record revenue, more than doubled its data center sales, and raised its outlook above what Wall Street expected. On paper, it was close to a ...

The deal will see AMD integrate Taalas’ technology into its accelerator roadmap and develop system-level solutions with Instinct GPUs.

A mix of high expectations, profit-taking, and a slight dip in valuations has sent S&P 500 stocks sputtering even after solid earnings reports.

A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.

The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.

AMD’s upbeat outlook signals that AI demand is accelerating faster than management had anticipated just months ago.

Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world’s AI models. On July 26, the company made a case for owning a lot more of the design process too, expanding NVIDIA Agent Toolkit for engineering with the PhysicsNeMo and CUDA-X libraries that let software agents run physics simulations, solvers, and even […]

Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, ‌strengthening its technology as it taps into the rapidly growing ‌market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing ​and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from

Sandisk's revenue has accelerated sharply in recent quarters, while AMD has grown more steadily—a divergence that narrows the historical gap between these chip-sector heavyweights.

News Summary: Taalas’ technology to further differentiate AMD’s AI roadmap by delivering breakthrough inference performance and efficiencyAMD plans to integrate Taalas’ technology to deliver system level solutions together with AMD Instinct™ GPUs SANTA CLARA, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced it has reached a definitive agreement to acquire Taalas, a pioneer in specialized AI inference silicon. As AI inference becomes one of the fastest-growing segments

AMD beat revenue and earnings estimates and raised guidance, yet the stock fell as AI investors demanded even faster growth. Expectations, not execution, are now driving AI stock valuations.

Jefferies and Truist raised their price targets despite a 7% post-earnings decline.

Advanced Micro Devices has delivered a very strong run over the past five years, yet its current share price and valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples suggest the stock screens expensive. Over the last five years, AMD has returned about 352.6%, which puts extra focus on whether today’s price still leaves enough room for future cash flows to justify that gain. Expectations...

Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current price represents a window or a warning.

Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

Google shakes up AI leadership, IonQ’s revenue nearly quadruples, Berkshire’s earnings report is near, and more news to start your day.

Investors absorbed a wall of earnings reports, prospects of an imminent Strait of Hormuz deal, and fresh labor market data.

U. S. stock index futures traded with little direction on Thursday as investors monitored diplomatic developments involving Iran, assessed another round of corporate earnings and looked ahead to key labour market data due later this week.

Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.

Elon Musk created quite a stir.

A leveraged AMD fund turned a modest stake into a small fortune over seven months, then a single earnings report wiped out nearly a quarter of those gains in hours. Here is what the 302% run actually cost its holders.

STORY: U.S. stocks ended mixed on Wednesday, with the Dow adding about half a percent to notch another record high close, the S&P 500 slipping marginally and the tech-heavy Nasdaq dropping more than eight-tenths of a percent.The Nasdaq saw its first decline in five sessions as AMD fell 7% and SpaceX stumbled nearly 14% following the release of its quarterly earnings.SpaceX shares could face additional pressure from the expiration of the stock's post-IPO lock-up period starting on Thursday, said

Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.

Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.

Record Data Center sales and a $13 billion outlook failed to prevent a sharp post-earnings decline.

US equity indexes were mixed Wednesday as SpaceX (SPCX) and Advanced Micro Devices (AMD) stocks decl

Strong guidance still failed to clear investors' elevated bar

On Aug. 5, 2026, new highs across major indexes reflect renewed confidence in global trade as investor confidence starts to return.

Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.

Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.

SpaceX's exclusive use of NVIDIA systems on Earth and in orbit expands its industrial AI reach and supports long-term growth.

Tech stocks were taking a breather during Wednesday's session after leading yesterday's rally. The Nasdaq Composite was down 0.3%, while the S&P 500 fell to the flatline. The second-quarter earnings season is ongoing, and companies that deliver beats on the top and bottom lines have seen muted stock reactions.

Advanced Micro Devices (AMD) is looking "significantly" better in 2027 after Q2 results, but its war

US equities were mixed and crude oil eased in late-morning trading Wednesday as investors remained h

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.

Advanced Micro sees data center revenues accelerating in late 2026 and more than doubling in 2027 as Helios ramps and AI demand expands.

During an interview with CNBC, Su said AMD's data center business is on track to grow well over 100% by 2027 as hyperscale and enterprise customers plan AI infrastructure investments further in advance.

On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares are lower after the semiconductor firm's second-quarter revenue and third-quarter sales forecast underwhelmed investors expecting a stronger performance given rising demand. - Disney (DIS) shares are climbing as profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida. - Shopify (SHOP) share

Stocks rallied to record highs as easing market concerns and earnings results lifted sentiment, with investors closely watching major after-hours reports.

The S&P 500 climbed 0.6% on Wednesday, while SpaceX stock slumped more than 10% on its first quarterly report since going public

Stocks kicked off Wednesday's session higher, extending the week's broad rally. The S&P 500 was on pace to set another record high, up 0.6%. The Dow Jones Industrial Average rose 1.1% or 600 points, also on track for a fresh record.

Advanced Micro Devices (NASDAQ:AMD) shares dropped more than 6% in early trading on Wednesday after Elon Musk revealed that SpaceX plans to source its artificial intelligence processors exclusively from Nvidia, overshadowing AMD’s stronger-than-expected quarterly earnings. The announcement weighed heavily on investor sentiment despite another quarter of record revenue and upbeat guidance from the semiconductor company.

Advanced Micro Devices has had a stellar year so far. AMD shares were down 5.8% at $488.56 on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

AMD stock fell on Wednesday as analysts said the stock had been priced for exceptional results.

News of the day for Aug. 5, 2026

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

AMD stock plunged after another strong quarter.

Record revenue, a doubled AI business -- so why did shares sink after hours?

Advanced Micro Devices (AMD) stock pulls back on Wednesday since the chipmaking giant topped second quarter earnings estimates alongside increased capex spending that may have shocked investors. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to react to AMD's projections and its growing competition with Nvidia (NVDA).

AMD Stock Falls 8% Despite Data Center Revenue Doubling

AMD Just Unveiled a Huge AI Growth Target. Here's What Investors Need to Know

Investing.com - U.S. stock index futures were broadly higher on Wednesday as investors drew cautious optimism from signs that negotiations to reopen the Strait of Hormuz could be gaining traction, although disappointing reactions to earnings from Advanced Micro Devices and privately held SpaceX tempered enthusiasm for technology shares.

Shares fell nearly 9% after strong results failed to clear increasingly ambitious expectations.

Growing hopes that the Strait of Hormuz could soon reopen uplifted markets as earnings continued to roll in.

Advanced Micro Devices (NASDAQ:AMD) shares fell 7. 3% in pre-market trading after investors looked beyond another quarter of record revenue and stronger-than-expected guidance, focusing instead on weaker gross margins, rising capital expenditure and the loss of a major AI customer.

In recent days, Texas A&M Engineering Experiment Station announced it selected Dell Technologies to design and build IGNITE, a new AI and high‑performance computing platform that will use Dell PowerRack systems with liquid‑cooled PowerEdge servers and AMD Instinct MI355X GPUs, deployed at an Equinix data center in Dallas. At the same time, Dell’s role as a core technology partner in large AI infrastructure builds like IGNITE and Volta Infra Holdings’ Nvidia‑backed cloud platform highlights...

Morningstar expects AMD's server CPU business to grow more than 70% in 2027, driven by AI infrastructure demand.

Advanced Micro Devices (AMD) reported better-than-expected fiscal second-quarter results and issued

AMD stock fell on Wednesday as analysts said the stock had been priced for exceptional results.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 4.3% at $220.75 in early trading. The move comes after SpaceX said it would exclusively use Nvidia AI chips.

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.

Retail sentiment on Stocktwits has improved, turning ‘neutral’ on SPY, and ‘bullish’ on QQQ.

US stock futures edged higher on Wednesday as investors reacted to renewed hopes of easing tensions in the Middle East, while corporate earnings from SpaceX (NASDAQ:SPCX), Advanced Micro Devices (NASDAQ:AMD) and Novo Nordisk (NYSE:NVO) drove significant pre-market trading. Although geopolitical developments supported overall market sentiment, investors also assessed company-specific news, particularly Elon Musk’s latest comments, which weighed on both SpaceX and AMD shares.

On Tuesday, Advanced Micro Devices, Inc. (NASDAQ:AMD) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027. AMD Says Unexpected Demand Tightened Server CPU Supply During AMD’s second-quarter 2026 earnings call, Morgan Stanley analyst Joseph Moore asked if the company was currently constrained by server CPU supply and whether the tight market could continue into next year. Su said the server CPU supply chain has remain

AMD's Q2 2026 results showcase record revenue of $11.5 billion, with data center revenue more than doubling year-over-year, driven by strong AI demand and strategic partnerships.

On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform. AMD Analysts Say Wall Street Wanted a Bigger Helios Forecast Futurum Group CEO Daniel Newman said AMD’s results were solid, but the market had been expecting a stronger forecast driven by Helios, the company’s upcoming rack-scale AI p

Elon Musk said SpaceX will buy chips exclusively from Nvidia going forward, passing on rival Advanced Micro Devices.

Advanced Micro Devices reported solid but unspectacular second-quarter earnings and its shares were falling more than 8% ahead of the open of trading Wednesday. While investors were focused on the chip maker’s earnings call, SpaceX CEO Elon Musk delivered a blow, revealing that the rockets and satellites company will be exclusively using chips from AMD rival Nvidia “Going forward we’ve decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architec

Advanced Micro Devices (AMD) and SpaceX (SPCX) are among the most polarizing releases investors have been waiting for, with shares facing an adverse reaction initially following the releases. But should investors mute the noise?

While the top- and bottom-line numbers for Advanced Micro (AMD) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Advanced Micro Devices (NASDAQ:AMD) reported record second-quarter revenue and profitability, driven by growth in its data center, client and embedded businesses as demand increased for EPYC server processors and Instinct AI accelerators. Revenue rose 50% year over year and 13% sequentially to $11.

AMD forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies. "AMD is now in a similar position to Nvidia and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue ​translating into accelerating returns," said Emarketer analyst Jacob Bourne. The Santa Clara, California-based company is regarded as chip giant Nvidia's closes

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion).Futurum chief market strategist Shay Boloor shares his thoughts with Yahoo Finance's Josh Lipton.

AMD earnings beat on revenue, profit, and margin, and guidance hit $13 billion. The stock still fell 8% after hours.

Advanced Micro Devices (AMD) is back in focus as investors look ahead to upcoming earnings and fresh product updates, with recent AI partnerships and data center expansion plans keeping attention on the stock’s long term potential. See our latest analysis for Advanced Micro Devices. Recent AI partnerships, product launches and data center expansion plans have kept Advanced Micro Devices front and center for investors. The stock’s 1-day share price return of 1.78% and 7-day share price return...

Advanced Micro Devices Inc. delivered strong Q2 top- and bottom-line beats fueled by data center AI growth.

SANTA CLARA, Calif., Aug. 04, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2026. Second quarter revenue was $11.5 billion, gross margin was 54%, operating income was $2.0 billion, net income was $2.3 billion and diluted earnings per share was $1.38. On a non-GAAP(*) basis, gross margin was 56%, operating income was $3.1 billion, net income was $2.8 billion and diluted earnings per share was $1.66. “We delivered an excellent quarter, with r

Computer processor maker AMD (NASDAQ:AMD) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 50.1% year on year to $11.54 billion. Guidance for next quarter’s revenue was optimistic at $13 billion at the midpoint, 2.9% above analysts’ estimates. Its non-GAAP profit of $1.66 per share was 3.1% above analysts’ consensus estimates.

AMD edged above Wall Street's targets for the second quarter and with its sales outlook. But AMD stock sank in extended trading.

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers, including capex.

Data center segment revenue climbed to $6.7 billion in the second quarter, up 107% from a year earlier, driving total revenue to $11.5 billion

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion).Futurum chief market strategist Shay Boloor shares his thoughts with Yahoo Finance's Josh Lipton.

Advanced Micro Devices shares slid in extended trading Tuesday, despite quarterly earnings that topped analysts’ estimates.

The recent dip in AMD's stock price appears to be a buying opportunity.

The quarter itself may matter less than what comes next

ARK is moving closer to the center of AI spending

The semiconductor specialist is gaining ground thanks to strong results from another key AI player.

AMD, DAR and RAL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 4th, 2026.

Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.

News of the day for Aug. 4, 2026

IonQ's revenue has quintupled in six quarters, yet AMD still generates 160 times more — a gap that's narrowing fast.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come on Tuesday, August 4, including SpaceX's (SPCX) first-ever earnings report, while Advanced Micro Devices (AMD) also releases quarterly earnings, and fresh employment data comes out in the form of the Job Openings and Labor Turnover Survey (JOLTS).

(Bloomberg) -- Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advi

Nvidia's revenue has nearly tripled in two years while AMD's growth has stalled, widening a gap that raises questions about competitive positioning.

CTXAY, PICS, SLDE, AMD and RS have been added to the Zacks Rank #1 (Strong Buy) List on August 4th, 2026.

The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.

Retail traders remain wary. Sentiment on Stocktwits shows they remain ‘bearish’ on SPY and QQQ.

Benchmark expects a “clean, essentially in-line quarter,” forecasting $11.28 billion in revenue and non-GAAP earnings of $1.63 per share.

Growth in its EPYC server processors, faster adoption of Instinct AI GPUs, and improving profit margins all point to accelerating revenue and earnings growth.

As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

US stocks (^DJI, ^IXIC, ^GSPC) surge ahead to close out the first trading day of August with daily gains, the Nasdaq Composite rising by 2.13%. Cboe senior vice president JJ Kinahan joins Josh Lipton to assess the day's rise in the tech sector as key chipmakers like AMD (AMD) prepare to release earnings this week. Kinahan is also Cboe's head of retail expansion and alternative investment products.

Results land on Tuesday after-hours with data centre revenue expected to double and the sector in retreat Advanced Micro Devices Inc's (NASDAQ:AMD, XETRA:AMD) second-quarter print is the official set-piece since a sharp reversal in sentiment towards semiconductor stocks. The Philadelphia...

The sale was part of the $68.1 million in AMD share sales it reported in July.

AMD stock gets a Wall Street vote of confidence

(Updates with latest market prices and developments.) US stocks climbed intraday as oil prices fe

Analysts argue that the AI infrastructure buildout is creating a much larger market for server CPUs than previously expected.

S&P 500 companies' second-quarter earnings growth has eased from a week ago as a sharp slowdown in p

AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings reports.

Computer processor maker AMD (NASDAQ:AMD) will be announcing earnings results this Tuesday after market close. Here’s what to expect.

Schneider Electric (ENXTPA:SU) is back in focus after reporting half year 2026 earnings, with sales of €21,226m and net income of €2,488m, alongside fresh AI data center and safety research updates. See our latest analysis for Schneider Electric. The half year 2026 earnings release, together with Schneider Electric’s AI data center work with AMD and the potential Shelly Group acquisition, has arrived alongside firm price momentum. The 1-day share price return is 1.76% and the year to date...

Analyst points to increasing concerns over Federal Reserve credibility, rising long-term Treasury yields, and the potential unwinding of yen carry trades as major risks for Bitcoin.

AMD earnings are coming. Its AI chip push could be the key to the stock

Advanced Micro Devices (NasdaqGS:AMD) has entered a major partnership with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity in the U.S. The collaboration is focused on supporting large scale AI deployments and expanding AMD's AI infrastructure footprint. The agreement marks a new phase in AMD's efforts to serve major AI customers beyond chip launches and prior alliances. Advanced Micro Devices is drawing fresh attention after announcing a large AI infrastructure...

SpaceX reports second-quarter results, new GLP-1s are coming, latest ‘Spider-Man’ pushes Hollywood toward record haul, and more news to start your day.

The benchmark US stock measures were pointing higher before the opening bell Monday as President Don

Investing.com - A whipsawing Middle East conflict takes center stage once again as the new trading week gets underway. A key U.S. jobs report will be in focus later in the week, along with data tracking activity in the American manufacturing and services sectors. SpaceX will unveil its first quarterly earnings report since its historic initial public offering, while earnings from Advanced Micro Devices could shed some light on the state of the artificial intelligence boom.

US equity investors are expected to focus on earnings, labor market data, and messaging from top Fed

The chipmaker's entire valuation rests on a single segment's revenue. That figure gets updated this week.

All indexes closed last week in the green amid strong earnings from multiple technology companies, offsetting higher capital expenditure concerns.

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President Trump said he's holding off on massive new Iran attacks. SpaceX, AMD, Sandisk, Lilly earnings loom as market rally attempt begins.

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

President Trump said he's holding off on massive new Iran attacks. SpaceX, AMD, Sandisk, Lilly earnings loom as market rally attempt begins.

In another heavy earnings week, we’ll also see reports from McDonald’s, Disney, Uber, Devon Energy, and more.

Yahoo Finance's Josh Lipton takes a closer look at the biggest quarterly earnings reports for investors to keep an eye on this week, including McDonald's (MCD), SpaceX (SPCX), Disney (DIS), and AMD (AMD).

President Trump said he's holding off on massive new Iran attacks. SpaceX, AMD, Sandisk, Lilly earnings loom as market rally attempt begins.

Advanced Micro is heading into Q2 earnings with Susquehanna raising its price target on stronger server CPU expectations.

The stock market bounced but hasn't taken this step while a key risk is growing. SpaceX, AMD, Sandisk, Eli Lilly earnings loom.

AMD’s latest quarterly results are set to be released Tuesday afternoon, with traders anticipating a big move from the chipmaker’s stock.

The Standard & Poor's 500 index rose 1.1% this week as hyperscalers showed the mega spend on the art

Amazon's additional data-center investment supported AI-chip demand, although AMD surrendered most of its earlier advance.

There's a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn't get told as often is what actually happens when all that infrastructure starts getting used. That's the part Lisa Su was talking about on July 24 ...

Nvidia (NASDAQ:NVDA) dropped nearly 4% on July 29, its third sharp pullback in a week, and now trades well off its 52 week high. That sounds bad, but the sell off has pushed Nvidia’s valuation to its lowest since 2019, even as the company posted a record quarter. The gap between a cheaper stock and […]

Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works.

AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a handful of AI commitments that Wall Street may not be pricing correctly.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

AMD shares rally on a bullish note from Susquehanna analysts. Here’s why the firm recommends buying AMD stock ahead of its Q2 earnings.

AMD just locked up to 2.5 gigawatts of U.S. data center capacity through Core Scientific, a deal that could reshape its AI growth story.

AMD nearly breached this level a few weeks ago, but has sold off.

Susquehanna raised its price target on AMD.

Server chips could become an overlooked growth engine

Chip stocks have seen a strong run-up in today's tech-led rebound rally. The Philadelphia Semiconductor Index is up 7.5%, with names such as Sandisk, Micron, and AMD among the S&P 500's best performers.

AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.

The booming demand for server CPUs and AMD's solid market share suggest that this chip designer still has multibagger potential.

Strong AI-driven demand, accelerating earnings growth, and an expanding data center business support a favorable long-term outlook.

NVIDIA and AMD both beat earnings and both leaned hard into AI infrastructure, but the story of who actually wins from the hyperscaler buildout is more complicated than the headlines suggest.

AMD Stock Surges After Bullish Analyst Sees More AI Upside

Here is how Advanced Micro Devices (AMD) and ams-OSRAM AG Unsponsored ADR (AMSSY) have performed compared to their sector so far this year.

The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.

Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls

With investors growing more selective about AI stocks, AMD's August 4 earnings could be a big catalyst for the chip stock.

Needham expects Core Scientific’s AI colocation contracts to drive sharp revenue and EBITDA growth as the former bitcoin miner builds toward 1.1 GW of leased capacity.

The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.

Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major shift: AI infrastructure is proving to be a more lucrative business than bitcoin (BTC-USD) mining. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

AMD secured substantial data-center capacity, but the agreement failed to insulate its shares from the global semiconductor selloff.

The Federal Reserve continues to be front and center, and with an interest rate decision today, volatility could come roaring back.

Scott Melker breaks down the growing divide on Wall Street over the CLARITY Act, as BlackRock (BLK), Fidelity (FIS), Goldman Sachs (GS), and SoFi (SOFI) publicly back the crypto market structure bill just one week before Congress heads into recess. Melker also discusses Morgan Stanley (MS) offering new ethereum (ETH-USD), Solana (SOL-USD) ETFs aunds, and what the latest developments mean for investors. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of

Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawatts. The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and […]

Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...

The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.

Needham and Canaccord raised their price targets on CORZ stock, while reiterating ‘Buy’ ratings following the company's AMD infrastructure partnership.

AMD stock has gained 128% so far this year, but its rally may just be getting started.

Alphabet's AI momentum across Search and Cloud, alongside updates on AMD and RTX, highlights growth opportunities and key execution risks investors are watching.

Core Scientific stock has delivered a strong 57.3% return over the past year, yet the current valuation checks and market multiples suggest the shares are not obviously cheap. With a low overall value score and concerns about execution on large AI infrastructure commitments, investors are weighing how much optimism is already in the price. Over the past 12 months, Core Scientific has returned 57.3%, which puts recent weakness into context for anyone looking at the stock after the pullback in...

One trades at a 23x revenue multiple with $6.7B in free cash flow; the other is burning cash and facing litigation.

Core Scientific has signed a 15-year master’s agreement with AMD. But does that warrant buying CORZ shares at the current price? Let’s find out!

Blue chips outperformed Tuesday on solid results from Coca-Cola and Boeing, while slumping chip stocks held the Nasdaq back.

Core Scientific Inc (CORZ) reports strong financial stability and strategic advancements with a major AMD partnership, despite challenges in transitioning from Bitcoin mining.

Alphabet's AI-driven growth across Search, Cloud and Gemini is gaining traction, but can it offset rising spending, legal risks and ad market exposure?

Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.

FEATURE Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. That’s not a great sign. Shares of the memory chip maker closed down 8.

The Dow left the Nasdaq in the dust again on Tuesday. The Nasdaq fell 0.2%. The Dow was led by a wave of strong earnings performances including Sherwin-Williams, but a majority of S&P 500 stocks were up all day.

In the second quarter of 2026, Core Scientific reported revenue of US$164.2 million versus US$78.63 million a year earlier, alongside a net loss of US$1.16 billion and a basic loss per share from continuing operations of US$3.32. On the same day, Core Scientific and Advanced Micro Devices announced a long-term AI infrastructure partnership that could scale up to 2.50 gigawatts of capacity, including more than 500 megawatts of U.S. infrastructure beginning in 2027 and market-priced warrants...

Chipmaker secures power for Instinct GPUs as CORZ jumps 11%

Core Scientific will initially provide more than 500 megawatts of AI-ready capacity beginning in 2027.

AMD Partners With Core Scientific on Huge AI Data Center Push

DELL's surging AI server demand, expanding backlog and lower valuation versus AAPL make it the stronger growth pick.

Advanced Micro (AMD) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AMD stock has dropped through its 50-day moving average as talk of an artificial intelligence bubble bursting gets louder.

Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements. Chief Executive Officer Adam Sullivan said the initial agreements repre

Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.

Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.

AMD will secure more than 500 MW of U.S. data center capacity beginning in 2027, while an expansion option could make the partnership five times larger.

Core Scientific reached 1.1 GW of leased customer power and outlined an AMD partnership that could support 2.5 GW, while heavy construction spending and warrant accounting drove its quarterly results.

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, […]

The deal gives AMD access to more than 500 megawatts of U.S. capacity beginning in 2027, with the option to expand to 2.5 gigawatts

The artificial-intelligence trade took a beating Monday and investors are waking up to a nasty hangover.

The agreement gives AMD access to more than 500 megawatts of U.S. data center capacity starting in 2027, with room to expand to 2.5 gigawatts.

The firm cited strong demand for upcoming AI chips and expanding market opportunities.

The artificial-intelligence trade took a beating Monday and investors are waking up to a nasty hangover.

AMD on Tuesday signed a deal with Core Scientific to secure up to ‌2.5 gigawatts of data center capacity as ‌the chip firm expands infrastructure to meet growing demand for AI ​computing. Shares of Core Scientific jumped 6% in premarket trading, while AMD's stock was down 4%, tracking other chipmakers. Demand for electricity, land and data center facilities has surged as ‌cloud providers and ⁠enterprises ramp up investments in AI infrastructure.

The AI chipmaker has 41 buy ratings. But the consensus target isn't much higher than the stock's price today.

A state backed Chinese producer has started mass manufacturing domestic deep ultraviolet lithography machines, marking a key step toward greater self sufficiency in chipmaking. This development could reduce China's reliance on foreign semiconductor equipment and alter global supply chain relationships for chip designers and manufacturers. Advanced Micro Devices (NasdaqGS:AMD) is exposed to these shifts through its role in high performance computing and graphics chips that are closely tied to...

Baird doubled AMD’s price target to $1,250 based on its AI prospects.

In the most recent trading session, Advanced Micro Devices (AMD) closed at $494.95, indicating a -5.17% shift from the previous trading day.

Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.

ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.

AMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars

At AMD’s Advancing AI 2026 event in July, Advanced Micro Devices unveiled its Helios rack‑scale AI infrastructure, 6th Gen EPYC “Venice” CPUs, and new Instinct MI400 GPUs, while partners like VAST Data, MulticoreWare, Infobell, and Tensormesh announced expanded collaborations spanning cloud AI factories, robotics, and KV‑cache optimization. Together, these launches and partnerships suggest AMD is pushing to offer a full AI stack, silicon, systems, networking, and software ecosystems, for...

Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.

DIAMOND BAR, Calif., July 27, 2026--Newegg (Newegg Commerce, Inc., NASDAQ: NEGG), a global leader in computer and technology products, today announced that Newegg Business will host a live webinar on Wednesday, July 29, 2026, from 10:00–11:00 a.m. PT (1:00–2:00 p.m. ET), in which the Newegg Business IT Solutions team will walk through how it guided a growing business from an initial infrastructure challenge to a production-ready deployment on the AMD EPYC™ 4005 Series.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

AMD CEO Lisa Su has made bold moves to position AMD as an AI winner.

As AMD expands its AI ecosystem through a strategic partnership with Anthropic, investors have another reason to keep the stock on their radar.

Wall Street usually takes a few days to digest a product event. However, UBS took less than one. Advanced Micro Devices (AMD) concluded its Advancing AI 2026 keynote in San Francisco on July 23. By the following morning, UBS analyst Timothy Arcuri had already raised his price target on the ...

Super Micro Computer (NasdaqGS:SMCI) announced its new H15 server portfolio, powered by 6th Gen AMD EPYC 9006 CPUs. The launch includes systems supporting up to 256 CPU cores, new rack scale AI infrastructure, and the Helios Platform with up to 72 GPUs for large scale AI training. Super Micro Computer is leaning further into AI, cloud, and high performance computing with its latest H15 server portfolio built around next generation AMD CPUs and GPUs. For investors watching AI infrastructure,...

For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven't. One of them is starting to look different, and Bank of America just made that case in writing. Bank of America analyst Vivek Arya, who covers semiconductors ...

The iShares Semiconductor ETF offers exposure to multiple companies positioned to benefit from increased spending on advanced memory.

Arm just scored a major AI server win, strengthening its long-term growth story and putting ARM stock back in focus.

Riot Platforms has delivered a 59.1% gain year to date, yet the stock screens as expensive on broader valuation checks. This raises the question of how much of the AI data center story is already reflected in the current price. Year to date, Riot Platforms is up 59.1%, which indicates investors have already priced in a meaningful shift in sentiment toward the stock. The expanded AI and high performance computing leasing opportunity tied to AMD and Anthropic can support long term revenue...

Today, July 24, 2026, shares fell almost 8% as strong premarket momentum evaporated as investors refocused on increasing capex plans.

Intel beat forecasts by $1.7B and still lost 11%. Oil, rates, and chip selling explain it better. What has Jim Cramer got to do with it?

VAST AI Operating System and AMD EPYC™ CPUs, AMD Instinct™ GPUs and AMD Pensando™ Pollara 400 AI NICs deliver breakthrough inference performance and efficiency for AI clouds, enterprises and agentic AI workloadsRemote-First-Company | NEW YORK CITY & SAN FRANCISCO, CALIF., July 24, 2026 (GLOBE NEWSWIRE) -- VAST Data, the AI Operating System company, today announced an expanded collaboration with AMD to help AI cloud providers and enterprises build and operate high-performance AI factories at scal

Alphabet's revenue towers over AMD, but AMD's growth rate tells a different story over the past eight quarters.

Baird doubled its price target on AMD stock to $1,250, while UBS, Bank of America, Roth Capital and Jefferies also lifted their targets.

Wall Street viewed the company's latest AI presentation more positively than expected, though financing concerns weighed on the stock.

Your favorite fund may have quietly made a concentrated bet on one of the market's high-flying chip stocks without you ever choosing to.

Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly controls the missing piece keeps landing the biggest hyperscaler contracts in the industry.

AMD Wins Fresh AI Vote of Confidence as Top Analysts Lift Price Targets

INTC is reshaping around AI, foundry services and enterprise infrastructure as improving execution and customer adoption reinforce its turnaround strategy.

Intel's 2026 rally is being driven by stronger AI demand, improving foundry execution and robust quarterly results as its turnaround gains traction.

AMD has already had one of the best years of any stock in the market. Up more than 170% year-to-date. A market cap pushing toward $1 trillion. A server CPU business that's been quietly taking share from Intel while the GPU story was getting all the headlines. Wells Fargo analyst Aaron Rakers raised ...

Advanced Micro Devices (AMD) raised its estimates for the total addressable markets of graphics proc

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) saw its price target raised to $600 from $450 by Wedbush following the chipmaker’s Advancing AI 2026 event, with the analysts writing that new partnerships and improving supply chain conditions increased confidence in the company’s data center...

Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.

AMD CEO Dr. Lisa Su said that demand for AI isn't slowing down "at all."

The memory chip maker's recent surge is tempting, but its long-term behavior against the market is what truly matters for your wealth.

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

AMD stock looks like the much better buy than SpaceX.

Amkor's $1.5B deal; Intel Foundry revenue up 31%; Siemens' dual buys; SiC plant dies; AMD's big week; TSMC price hike; Nokia's fab buy; earnings; $300M for accelerating inference; Keysight's multiphysics; copper interconnect alternative. The post Chip Industry Week In Review appeared first on Semiconductor Engineering.

AMD offered bullish projections for the AI server market, announced customer partnerships, and said its Helios rack had gone into full production.

Following Advanced Micro Devices Inc.’s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology analysts are issuing aggressive price targets and bullish forecasts for the chipmaker. Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring “AMD is one of our top convictions.” At the same time, Moor Insights & Strategy chief analyst Patrick Moorhead highlighted projections indicating the server CPU market will surge past

AMD to join the optical interconnect party with 2027 Instinct GPUs  SDxCentral

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

Intel (NASDAQ:INTC) executives said the company delivered another quarter above its financial outlook, as demand for client and data center products continued to exceed available supply and management moved to increase capital spending to support future growth. Chief Executive Lip-Bu Tan said secon

The print, which also included adjusted EPS of $0.42 against a consensus of $0.21, represented Intel's fastest revenue growth in nearly 15 years and triggered an immediate halo effect across the semiconductor space. Advanced Micro Devices (NASDAQ: AMD) and Arm Holdings (NASDAQ: ARM) are direct beneficiaries: both compete and, in AMD's case, increasingly cooperate with Intel in the server CPU market that is driving the current demand surge, and a strong Intel quarter raises the revenue ceiling fo

Intel and Advanced Micro Devices are signing longer-term purchase agreements with Chinese server customers as data center processor prices surge, according to a Reuters report citing people familiar with the talks. Server CPUs have spent years as the dependable, easy-to-source layer of an AI data ...

Advanced Micro Devices and Cerebras Systems have partnered to launch an AI inference architecture that pairs AMD's Helios rackscale solutions with the Cerebras Wafer-Scale Engine.

AMD Wins Big Vote of Confidence With $685 Price Target Raise

Intel (INTC) stock is surging by over 11% in Thursday's extended hours after smashing second quarter expectations, reporting adjusted earnings of $0.42 per share (vs. estimates of $0.21) and revenue of $16.1 billion (vs. estimates of $14.43 billion). CFRA Research senior vice president and equity analyst Angelo Zino dives into Intel's earnings release and what he can garner about the trajectory of the company's PC business.

The next AI cloud product is not a GPU hour: TokenVisor Spaces packages AMD EPYC™ CPU agent execution and AMD Instinct™ GPU inference into governed, auditable agent services SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- Timed with AMD Advancing AI 2026, Embedded LLM, an agentic inference infrastructure company in the AMD Instinct™ AI & HPC Software Ecosystem and a Red Hat ecosystem partner, today launched TokenVisor Spaces for AMD-powered AI clouds and enterprises. The announcement aligns to

Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microprocessors and other products that aim to put it in direct competition with chip competitor Nvidia (NVDA). AMD is currently scheduled to report second quarter earnings on Tuesday, August 4, well ahead of Nvidia's earnings release expected out on Wednesday, August 26.

A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond NVDA stock.

SAN FRANCISCO, July 23, 2026--Tensormesh, the company pioneering caching-accelerated inference optimization for enterprise AI, today announced a collaboration with AMD through which Tensormesh KV cache solution and AMD virtual memory offering will work together to allow more models to be served on fewer GPUs while retaining high KV cache hit rates and throughput even with oversubscribed high-bandwidth memory (HBM). Tensormesh is working with AMD, leveraging its GPU technology and AMD Live Contex

MSI is expanding its server portfolio with platforms advanced by 6th Gen AMD EPYC™ Server CPUs across SP7 and SP8 designs to modernize data centers for AI, cloud, HPC, virtualization, and business-critical workloads. SP7 platforms deliver maximum density and performance with up to 256 cores and 512 threads per processor for performance-driven deployments, while SP8 platforms offer up to 128 cores and 256 threads per processor for balanced mainstream deployments. MSI's latest portfolio spans liqu

LAS VEGAS, July 23, 2026--TensorWave, the all-AMD AI cloud specializing in high-performance, memory-intensive workloads, today announced it has adopted the AMD Helios rackscale solution, powered by AMD Instinct™ MI455X GPUs, to advance its infrastructure for frontier-scale inference and training workloads. The 72-GPU AMD Helios rackscale solution integrates AMD Instinct GPUs, 6th Gen AMD EPYC™ CPUs, AMD Pensando™ networking, and AMD ROCm™ software into a unified, open rack-scale platform built f

WESTMINSTER, Colo., July 23, 2026--Liqid® (www.liqid.com), the global leader in software-defined memory and GPU pooling infrastructure, today announced a strategic collaboration with AMD to deliver next-generation AI infrastructure solutions built around the new AMD Instinct™ MI350P GPUs. The collaboration pairs Liqid’s GPU pooling solutions with AMD PCIe-based Instinct GPUs to give enterprise and cloud customers scalable, efficient AI infrastructure, without rebuilding their datacenters around

MiTAC Computing Technology Corp., a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), is highlighting its latest agentic AI infrastructure at AMD Advancing AI . MiTAC's showcase focuses on its premier exhibition lineup, featuring its latest liquid-cooled and air-cooled AI servers and next-generation multi-node platforms built on the new 6th Gen AMD EPYC Server CPUs. As part of the launch, MiTAC is introducing a portfo

SAN FRANCISCO, July 23, 2026--Vultr, the world’s largest privately held cloud infrastructure company, today announced that it is among the first cloud providers to offer the new AMD Instinct™ MI455X GPU and support for AMD Helios rackscale solution at AMD Advancing AI. Vultr is now taking pre-orders available in Q4 to help customers access and operate high-memory, rackscale-accelerated compute for training, inference, fine-tuning, agentic AI and HPC.

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its next-generation H15 server portfolio powered by 6th Gen AMD EPYC™ 9006 Series CPUs, optimized for next generation GPUs including AMD Instinct™, and connected by AMD Pensando™ networking. With up to 256 cores and 512 threads, H15 systems meet the growing compute demands of cloud, enterprise, storage, high-perform

News Highlights AMD and Cerebras are collaborating to advance a workload-optimized approach to ultra-low-latency AI inference infrastructure. AMD Helios™ and the Cerebras Wafer-Scale Engine will operate as a single disaggregated inference workflow, combining ultra-high-throughput from AMD Instinct™ GPUs, with ultra-fast token generation of Cerebras Wafer-Scale Engine.Cerebras plans to deploy AMD Helios in its data centers, with the joint solution expected to be available first through Cerebras C

Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.

The average brokerage recommendation (ABR) for Advanced Micro (AMD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing to do with CapEx budgets and could quietly hollow out the foundation supporting Nvidia and AMD.

Advanced Micro Devices has delivered a very strong run over the past five years, yet the latest valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value pointing to a premium while market based multiples still appear more supportive. Advanced Micro Devices has returned about 4.6x over the past 5 years, which puts extra focus on whether recent gains already reflect much of the AI growth story. Big AI infrastructure deals, such as the planned multi year...

AMD’s planned 2 GW deployment with Anthropic could support additional demand at Riot’s Texas data centers, according to Needham, which maintained its Buy rating and $28.50 target.

Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.

The chipmaker secured deals with Anthropic and Microsoft this week for its Helios rack-scale system and Instinct MI455X GPUs

AMD CEO Dr. Lisa Su takes the stage at the Advancing AI 2026 conference to outline the company's vision for the future of AI, introducing new chips and platforms to drive data center growth. Watch the keynote speech in the video above.

Advanced Micro Devices' second generation of AI servers, which aim to compete against Nvidia’s flagship products, are in full production and will start shipping in the coming months, CEO Lisa Su said ‌on Thursday. The Helios servers will contain AMD’s latest MI455X AI accelerator with its new Venice central processor, both of which are made by ‌Taiwan Semiconductor Manufacturing Co. During Su's keynote address in San Francisco, OpenAI's top computing executive joined Su to say that the ChatGPT

futures fell as oil prices hit $90 while Google and Tesla retreated on earnings and heavy capital spending. But AI hardware plays rose.

AMD has also committed to a strategic equity investment of up to $5bn in Anthropic as part of the agreement.

Even if the chipmaker reports stellar results, the odds of a stock split in 2026 are low.

AMD and Anthropic announced a multi year AI chip partnership valued at up to $5b. Anthropic plans to deploy up to 2 gigawatts of AMD GPUs using Helios rack scale solutions. The companies will co engineer to optimize Claude AI workloads on AMD accelerators. AMD will make a substantial investment in Anthropic as part of the agreement. Advanced Micro Devices, NasdaqGS:AMD, is moving deeper into AI infrastructure through this large collaboration with Anthropic. The deal arrives with the stock...

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance should be...

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Nvidia Stock Pops as BofA Pits Vera CPU Against AMD in $170 Billion AI Battle

The AMD Anthropic deal sends AMD stock up 10%. Anthropic takes 2 gigawatts of Instinct GPUs, AMD invests $5 billion.

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

AMD has just won a huge customer for its rack-scale server platform.

DriveNets, a leader in large-scale networking solutions, today announced the publication of an end-to-end reference architecture, that defines a validated design blueprint for building high-performance AI infrastructure using AMD Instinct™ MI350 series GPUs and DriveNets AI Fabric. The combined solution supports scale-out and scale-across architectures, including front-end and storage networking based on a single networking solution. When combined with automated orchestration and full-stack inte

AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways.

BofA maintains a Buy rating and $350 price target on NVIDIA (NASDAQ: NVDA), framing the Vera launch as the opening salvo in what it considers the defining infrastructure debate of the current AI cycle. Advanced Micro Devices (NASDAQ: AMD) is the direct competitive counterpart, with its EPYC server line and Thursday's AI 2026 Day serving as the immediate market test of which performance philosophy wins enterprise adoption.

Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.

Anthropic will purchase AMD hardware directly while also accessing additional capacity through cloud providers and neoclouds.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...

Anthropic plans to begin deploying the first gigawatt of AMD Helios systems in early 2027, adding another hardware platform to its expanding compute portfolio.

NVIDIA's faster growth, stronger cash flow and lower valuation give it the edge over Advanced Micro Devices despite its rival's surging AI momentum.

News Highlights Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027The companies will collaborate to use Claude to optimize workloads for AMD Instinct GPUs and accelerate AMD ROCm development, and AMD will broadly adopt Claude across its engineering and product development teams.AMD has committed to make a strategic equity investment of up to $5 billion in Anthropic. SANTA CLARA,

Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 Series GPUs starting in the first half of 2027

Investing.com -- In a major move aimed at loosening Nvidia’s stranglehold on the AI chip market, Advanced Micro Devices has sealed a blockbuster deal with Anthropic worth tens of billions of dollars for next-generation artificial intelligence servers. The agreement—first reported by The Wall Street Journal—briefly gave Wall Street an early spark. Shares of AMD spiked in pre-market trading on the news before quickly surrendering those gains, trading down 3% as a broader tech slump continues to we

HOBOKEN, N.J., July 22, 2026--Wiley (NYSE: WLY) today announced its membership in the Genesis Mission Consortium, the public-private partnership supporting the U.S. Department of Energy's (DOE) Genesis Mission, joining organizations including Nvidia, AWS, Microsoft, IBM, and AMD. Wiley is the only scientific publisher among the consortium's members and has been invited to demonstrate its work today at the Genesis Mission Annual Summit in Washington, D.C.

STARTRADER today announced the launch of 42 new 24/5 US Stock CFDs and confirmed 43 new 24/7 US Stock CFDs from 27 July 2026, giving clients direct access to 85 widely traded names.

The semiconductor specialist's new AI systems will help power a leading cloud computing platform.

Serenity Analyzes AMD MI500 and CPO Roadmap: Explicit Commitment to Optical Interconnect Could Be Industry Game Changer  Bitget

Advanced Micro is earning analyst optimism as AI catalysts, a stronger chip outlook, and major partnerships keep bullish sentiment intact.

Finding the best Zacks Rank #1 (Strong Buy) stocks out of a group of over 200 highly-ranked stocks to consider buying as Q2 earnings season ramps up.

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Advanced Micro Devices (AMD) stock is back in focus after the company announced an expanded collaboration with Microsoft, placing AMD’s Helios rack scale AI systems at the center of Azure’s frontier model inference plans. See our latest analysis for Advanced Micro Devices. Despite a recent pullback, including a 7 day share price return of down 5.77% and a 30 day share price return of down 6.29%, AMD’s 90 day share price return of 77.01% and 1 year total shareholder return of 220.75% point to...

AMD's upcoming AI event could reveal whether the company can attract major AI customers on the strength of its chips rather than equity incentives.

GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.

SAN JOSE, Calif., July 21, 2026--Spectro Cloud, a leading provider of AI infrastructure management software, today launched PaletteAI Inference Launchpad, a turnkey, locally managed solution designed to help enterprises reduce token costs by as much as 70% and run AI inference closer to their data, applications and users.

Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its...

AMD's revenue has nearly doubled in two years while Intel's has stalled, narrowing a gap that once seemed insurmountable.

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...

AMD is set to host its Advancing AI 2026 event on July 22 amid strong AI server demand expectations and a solid Q1 where revenue reached about $10.3 billion.

AMD shares popped today as Microsoft announced an expanded partnership with the chipmaker. Here’s what the deal really means for AMD stock in the back half of 2026.

Data center demand may deliver better earnings results

Tech stocks rose late Monday afternoon with the State Street Technology Select Sector SPDR ETF (XLK)

AMD Scores Major Microsoft AI Win. The Stock Is Climbing.

US benchmark equity indexes were mostly higher intraday Monday as key chipmakers advanced, while tra

Shares of the Chipmaker Are Rising to Start the Week

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3% in the morning session after the company announced an expanded partnership with Microsoft to deploy its next-generation hardware for artificial intelligence model inference on Microsoft Azure. As part of the agreement, Microsoft planned to deploy the AMD Helios Rackscale Solution, a system that combined AMD's processing chips with networking and software in an open platform, to power its AI workloads. The positive sentiment was furthe

Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain credibility. After eight straight earnings beats and a dramatic guidance raise, our model lands on a price target that may surprise both sides of the debate.

Cathie Wood Trims AMD to Fund Bigger SpaceX Bet

Tech stock news live.

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...

Jefferies Sees Major AMD AI Catalyst as Customer Announcements Loom

Advanced Micro Devices (NASDAQ:AMD) shares gained 5% on Monday after Microsoft announced a major expansion of its strategic partnership with the chipmaker, positioning AMD’s latest AI hardware as a key component of Azure’s next-generation cloud infrastructure. At the centre of the agreement is Microsoft’s large-scale adoption of the AMD Helios Rackscale Solution, which will support frontier AI model inference across Azure cloud services and enterprise workloads.

The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure.

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.

Google is developing a new AI accelerator with built-in software coding from its Gemini model, said a report. Google stock rose on the news.

AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers including Microsoft later this year

Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares jumped 5% on Monday following a high-stakes expansion of its strategic partnership with Microsoft, placing AMD’s next-gen silicon at the heart of Azure’s cloud infrastructure. The centerpiece of the deal is Microsoft’s wide-scale deployment of the AMD Helios Rackscale Solution to drive frontier model AI inference across Azure services and enterprise customer workloads. Helios—an integrated power-rack combining AMD Instinct MI455X GPUs,

(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC

AMD and Anthropic are reportedly in the test phase, and a partnership could potentially be announced at AMD’s flagship conference next week.

Cathie Wood, head of Ark Investment Management, has built a reputation for backing artificial intelligence stocks. But even her highest-conviction holdings aren't immune to profit-taking. That's exactly what she's doing with AMD this week, selling more shares after the chipmaker's recent pullback. ...

Dow Jones futures: Iran attacks killed three U.S. servicemembers. Google earnings and capex guidance will be key this week. Tesla, Intel, GE Vernova also report.

AMD looks like a buy ahead of its Advancing AI event.

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.

Nvidia's and AMD's businesses differ more than one might think.

China’s Moonshot Kimi K3 AI model, described as the largest open AI model so far, has been launched and is positioned as a lower cost alternative that scores strongly on coding benchmarks. The announcement has raised questions about US leadership in AI technology and added pressure to US chip stocks, including NasdaqGS:AMD. The development highlights changing competitive pressures for global semiconductor and AI hardware suppliers. For AMD, which sells CPUs and GPUs that are used in AI...

These three stocks are trading at expensive valuations.

Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild it. Here is why the loudest argument against the stock keeps pushing me to buy more.

Here's the one I would buy right now.

SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they quietly surrender each year just for the privilege of owning it.

Chip stocks tumbled amid geopolitical tensions and valuation concerns, while Travelers surged on earnings, today, July 17, 2026.

New customer announcements could become the biggest catalyst for the stock.

A freshly launched ETF packages the ten biggest AI and growth stocks into a single trade, then layers a daily options strategy on top to generate income. Whether that combination can outperform simpler alternatives depends on a trade-off most investors overlook.

Shares of Advanced Micro Devices, Inc. (AMD) up 4,672% since 1992’s initial outlier inflow.

Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The chipmaker's stock has gotten way too overheated.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...

AMD Gains Momentum as Wall Street Raises the Bar on AI Expectations

Nvidia holds the crown and a near-unbreakable moat, yet AMD shares have left Jensen Huang's juggernaut in the dust this year. The reason why comes down to a shift in the AI trade that most investors are still sleeping on.

While the market frets about near-term headwinds, the consulting giant is quietly deploying billions to buy its next wave of growth.

The companies you own inside this consumer staples fund are collectively signaling stronger profits are on the way.

AMD reports earnings on Aug. 4, and the results could sway both stocks.

Megatrends in AI favor long-term upside for these tech stocks.

MiTAC Computing Technology Corporation, a global leader in high-performance and energy-efficient server solutions, and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), officially showcased today at the World Artificial Intelligence Conference (WAIC) 2026, under the core theme "Liquid Cooling. Infinite Compute. Sustainable Future," MiTAC Computing is presenting its comprehensive server portfolio and ultra-high-density liquid-cooled rack solutions at booth H2-C1327.

Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.

The firm sees more room for GPU sales growth as AMD prepares to outline its next AI products.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the processors and graphics chips industry, including AMD (NASDAQ:AMD) and its peers.

SANTA CLARA, Calif., July 16, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announces the appointment of Alan Smith as the newest AMD Corporate Fellow, recognizing his contributions to GPU architecture and technical leadership that have helped advance AMD AI computing. “Alan’s technical leadership in GPU architecture was critical to achieving AMD’s product success across HPC, AI for science and data center AI computing,” said Mark Papermaster, executive vice president and chief technology officer,

Inference is poised to be the next big AI infrastructure market.

Advanced Micro Devices slipped premarket after Taiwan Semiconductor Manufacturing’s massive capex outlook raised investor concerns.

Alphabet should be at the top of your buy list.

Ark Investment Management is going all in on AI.

Advanced Micro Devices is set to announce its second-quarter earnings in August, and Wall Street forecasts a triple-digit surge in its profits.

AMD’s artificial intelligence story has mostly been judged against Nvidia’s dominance in graphics processing units. That’s maybe too narrow. BofA Global Research lifted its price target for Advanced Micro Devices (AMD) to $620 from $550, saying the next phase of AI infrastructure may not rely ...

Microchips looking to recover in early trading.

NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved. One of these valuations is pricing in a future that may not arrive on schedule.

Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most price targets ignore.

HPE vs. AMD: Which Stock Is the Better Value Option?

The growing demand for server CPUs to handle agentic AI and inference workloads will be one of the biggest catalysts for AMD this earnings season.

Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to do with chip performance than most investors realize.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy Now for High Returns. Recently, on July 9, William Blair initiated Advanced Micro Devices, Inc. (NASDAQ:AMD) with a Market Perform rating without any price targets. ​The firm noted AMD to be among the major beneficiaries of the AI infrastructure boom as it […]

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang has pushed back against reports that the company’s next-generation Vera Rubin AI accelerator platform is facing manufacturing setbacks, saying production is already underway. Speaking with reporters at a developer event in Tokyo on...

The stock can continue beating the market.

Bank of America expects Advanced Micro Devices to deliver a beat-and-raise quarter driven by surging AI server demand for its EPYC CPUs and accelerators.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of Ray Dalio’s best stocks to buy. On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450. The firm reiterated a Buy rating. […]

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.1% in the afternoon session after several Wall Street analysts raised their price targets for the stock, reinforcing optimism about the chipmaker's artificial intelligence and server businesses.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the Best AI Stocks. On July 6, Goldman Sachs raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $640 from $450. The firm maintained a Buy rating on the stock. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology signed a definitive agreement to install […]

Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR

U.S. regulators have approved sales of certain advanced AMD AI chips to a group of Chinese technology firms. The decision comes after a period of export controls that limited AMD’s access to the Chinese AI data center market. The approval applies to selected products that meet current U.S. export rules, rather than AMD’s highest performance AI chips. For investors watching Advanced Micro Devices, the new export approval lands after a powerful share price run, with NasdaqGS:AMD up 139.1%...

Tech stocks were higher Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (

The company is making a fundamental pivot you might have missed, and it has nothing to do with building more vehicles.

All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin

FEATURE Stocks were rising Tuesday, led by the resurgent artificial-intelligence trade, as investors responded to cooler-than-expected U.S. inflation data for June, a slew of bank earnings reports, and a profit warning from IBM that sent the stock down sharply.

AMD stock has soared by a whopping 280% over the past year alone.

The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.

AMD Stock Has a New Bull. Here's Why Bank of America Sees More Upside

Exceptional server demand could drive another earnings beat

In recent days, Advanced Micro Devices has been caught in a broad pullback across semiconductor and AI-related stocks, as investor profit-taking, macro uncertainty, and sector-wide worries about rich valuations and future earnings weighed on chipmakers globally. While AMD-specific news such as ARK Invest trimming its position and growing concern over intense AI competition have added to bearish sentiment, the company’s fundamentals and AI roadmap remain unchanged, highlighting how wider...

Cathie Wood's ARK Invest was extremely active last week, adding SpaceX and Meta, while selling AMD and Robinhood stock.

MU's recent pullback follows record highs, but strong AI memory demand, upbeat guidance and estimate revisions highlight why the dip may attract investors.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 6, Bloomberg reported that Turing Inc. is being backed by AMD Ventures. Furthermore, it has started adopting Advanced Micro Devices, Inc. (NASDAQ:AMD)’s AI accelerators in its systems. To provide a brief background, AMD Ventures is the corporate venture […]

The latest performance underscores steady demand for advanced chips.

The company that builds the world's most advanced chips is about to tell investors how hot AI demand really is.

Nvidia could have a strong second half of the year.

New AI innovations are piquing investors' interest.

Rackspace Technology Inc (RXT) outlines its strategic pivot to AI and higher-margin opportunities, despite a revised revenue outlook for FY26.

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

On Thursday, a top tech analyst said Meta Platforms, Inc.’s massive AI infrastructure investment underscores its long-term ambitions, arguing the company’s custom chip strategy is designed to expand computing capacity alongside Nvidia Corp and Advanced Micro Devices, Inc. —not replace...

When Perplexity chose silicon for its AI coding stack, the decision exposed a fault line running beneath two blockbuster earnings reports and raised a question neither company wants asked out loud: is the CPU market already decided?

Low valuations and rapid revenue growth leave room for these stocks to double.

With Advanced Micro Devices' stock soaring so far this year, analysts show their love for this fabless semiconductor company.

Coinbase stock closed up over 0.4% on Friday with retail sentiment remaining neutral, and chatter on Stocktwits remained at ‘normal’ levels.

Advanced Micro Devices (AMD) bulls were expecting Wall Street to continue rewarding the stock following a momentous run spearheaded by AI demand, data-center expansion, and renewed confidence in the chipmaker's roadmap. For perspective, according to Seeking Alpha, AMD has dramatically outperformed ...

Single-stock leveraged ETFs will amplify the daily gains—or losses—of the South Korean memory-chip maker. They’re not for the buy-and-hold crowd.

Rackspace Technology (NASDAQ:RXT) said it is accelerating its push into enterprise artificial intelligence infrastructure, announcing a $250 million at-the-market equity offering and updated 2026 financial outlook as it moves away from lower-margin revenue streams. On a conference call, Chief Execu

Earlier this week, Rackspace Technology cut its 2026 revenue guidance to US$2.45–2.55 billion, reduced expected adjusted EBITDA, and outlined exits from low-margin public cloud resale and legacy hosting while launching a US$250 million at-the-market equity program to fund an enterprise AI push. At the same time, Rackspace deepened its AI focus by becoming Palantir’s preferred operator for regulated and sovereign deployments and committing to expand AMD-powered AI capacity, effectively...

AMD chases AI growth with concentrated risk, while TXN's diversified portfolio trades at a cheaper valuation. Which risk-reward profile fits your 2026 strategy?

Nvidia continues to deliver industry-leading growth amid expanding market opportunities across GPUs, CPUs, networking, and AI software, while trading at a considerably lower forward earnings multiple.

One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and the question is whether this recovery has any real foundation under it.

(Bloomberg) -- The Trump administration plans to ease export restrictions on the United Arab Emirates, clearing the way for the Gulf state to buy a wide range of advanced technologies including commercial satellites and semiconductors used for artificial intelligence. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsRyanair Passenger Partly Sucked From Jet After Window BreaksPrabowo’s Clam

Cerebras pairs 92% core revenue growth and ample liquidity with customer concentration, margin pressure and capacity-delivery risks.

Nvidia stock faces a challenge as social-media company Meta Platforms reportedly plans to start manufacturing a new in-house AI chip from September.

Ark Invest is lightening its stake in three popular investments.

Meta stock faces a challenge as social-media company Meta Platforms reportedly plans to start manufacturing a new in-house AI chip from September.

Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Rackspace Technology (RXT) may generate $450 million to $600 million in annual enterprise AI revenue

According to TheFly, Stifel analysts raised their price target for AMD to $635 from $450 while maintaining a ‘Buy’ rating.

AMD has nearly tripled in a year on the back of exploding Data Center revenue and Lisa Su's boldest guidance yet, but the stock sits 12% off its highs with analyst targets still lagging the price. Whether $800 is a stretch goal or the next logical stop depends on three things going right.

Cathie Wood's Latest Trade: Big Meta Bet, Fresh AMD Sell-Off

AMD (NasdaqGS:AMD) and 5C agreed to work together on next generation gigascale AI campuses. The partnership centers on AMD's Helios rack scale platform and aims to support large AI training sites. The collaboration extends AMD's role beyond supplying chips into broader AI infrastructure solutions. For investors tracking AMD, this move highlights how the company is positioning itself across the AI value chain, not just in chips but in full rack scale infrastructure. As AI workloads become...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, TheFly reported that Goldman Sachs increased its price target on AMD to $640 from $450 while maintaining a Buy rating on the stock. On the same day, Investing.com reported that Citi placed AMD on […]

Nvidia's quarterly revenue has nearly tripled over eight quarters, while AMD's has grown more modestly. Here's what the widening gap means for investors.

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.8% in the afternoon session after a Morgan Stanley supply chain report highlighted surging demand for its next-generation chips, sparking multiple bullish analyst calls.

I have covered AMD twice this July. First, Goldman Sachs raised its price target to $640 from $450 on July 5. And before that, when Wells Fargo made the same fundamental argument at the start of the month. Both times, the central thesis was the same: The server CPU story is being ...

AMD Powers Higher After Unveiling Gigascale AI Campus Collaboration

5C partnership targets next-generation AI infrastructure campuses

AMD stock hit a high of $558.67 at 10:04 am ET, taking its market capitalization to $910.63 billion.