AMD

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

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.

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

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.

Stock futures today, stock market today, Nasdaq futures today, S&P 500 futures, Dow futures, S&P 500, Nasdaq, USO stock, PLTR stock, CRML stock, IONQ stock, stock, earnings week, oil prices, US-Iran war

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.

Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

Investing.com -- William Blair started coverage of Advanced Micro Devices with a Market Perform rating in a note from analyst Sebastien Naji on Thursday.

The secret to the memory chip maker's epic run lay hidden in plain sight: a simple piece of math the market completely overlooked.

The stock's history in downturns reveals a pattern of amplified losses that every shareholder should understand before the next one hits.

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

The Invesco QQQ Trust is a top ETF to buy on the tech dip.

Ark sold off more than $8 million worth of AMD stock on July 6, but there isn't a reason to panic.

Advanced Micro Devices stock has delivered an exceptional long term return, yet the current valuation checks send a mixed message, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples still screen the shares as relatively inexpensive. Advanced Micro Devices has returned about 471.8% over five years, which puts extra focus on whether the current price already reflects much of that success. Expectations around AI driven data center growth...

SANTA CLARA, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal second quarter 2026 financial results on Tuesday, Aug. 4, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. ET / 2:00 p.m. PT. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com. AMD also announced it will participate in the following events for

CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.

Nvidia Loses $1 Trillion in Value as Chip Rivals Race Ahead

Broadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks To Buy. On July 1, Schwab Network’s Fast Market featured Kevin Hincks and Tom White discussing Advanced Micro Devices, Inc. (NASDAQ:AMD) after Wells Fargo raised its price target to $615 from $505. The firm noted sustained demand for EPYC server processors, pricing power, and a stronger […]

ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.

Nvidia's forward P/E ratio is at its lowest since 2019.

With a 5-year EPS growth forecasted at 62.88%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 30, Wells Fargo raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $505 while maintaining an Overweight rating on the shares. The firm increased […]

SIMO's cheaper valuation and strong growth potential make it a better investment option than INTC despite both firms' solid fundamentals.

Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On July 6, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) revealed a collaboration with Micro Center, a computer parts retailer. Through the collaboration, the company initiated the global launch of Ryzen AI Halo, a compact system […]

Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.

Nvidia stock has been in a rut but could be helped by confirmation of a new customer for its stand-alone Vera CPUs.

(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences

Samsung reported blowout preliminary results for the last quarter, but shares declined anyway, triggering a selloff in major chip stocks.

The US stock market fell as Trump declared the Iran ceasefire over, pushing oil above $75 and reviving inflation fears.

A top Chinese AI developer is apparently aiming to design and build its own processor.

I covered Wells Fargo's AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James ...

Rackspace Technology, Inc. (NASDAQ:RXT) has gained more than 569% over the past 6 months, mainly driven by strong fiscal Q1 2026 earnings and the company’s partnership with AMD. Rackspace Technology, Inc. (NASDAQ:RXT) also ranks as one of the Best Performing Agentic AI Stocks to Buy. ​During the quarter, the company posted $678.1 million in revenue […]

A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed ... A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet segment, Steve Grasso, Warren Pies, and Doug Boneparth all zeroed in on the same signal. Samsung posted blowout earnings yet its stock fell ... Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore

AMD Ventures has taken a stake in Turing, a Japanese self-driving startup, and Turing has begun running part of its AI training on AMD chips instead of Nvidia’s. The deal itself is tiny. AMD hasn’t disclosed how much it invested, and Turing has never sold a car. Yet AMD shares jumped roughly 3% in ...

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?

AMD Scores Fresh AI Win as Autonomous Driving Startup Shifts Away From Nvidia

Analysts and early enterprise adoption updates reinforced AMD's position in AI compute

EyePoint, Inc. (NASDAQ:EYPT) is among the best get rich quick stocks to buy right now. Andreas Argyrides, an analyst at Chardan, significantly lifted the price target on EyePoint, Inc. (NASDAQ:EYPT) to $65 from $29 on July 1. Calling the company “a de-risked, single-asset, catalyst-rich story,” the firm maintained a Buy rating on the shares following a […]

Index reshuffle highlights AMD’s evolving profile Advanced Micro Devices (AMD) just moved in opposite directions across Russell benchmarks, added to the Russell Top 50 Index while being dropped from several Russell value indexes, a shift that reframes how some investors may view the stock. This reshuffle reflects AMD’s current profile, with a roughly US$844.4b market value and an AI focused data center business, rather than a traditional value oriented semiconductor company. See our latest...

The tech leader may not be done rewarding its shareholders.

Nvidia stock lags its chip peers in 2026 as the AI trade cools. Here is what could push it back above $200 or crack $190 in July.

Markets are starting to look forward to second-quarter earnings reporting season, as economic activity remains solid.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 9.2% in the morning session after Japanese self-driving startup Turing announced it started using the company's AI GPUs and received an investment from AMD's venture capital arm.

The VanEck Semiconductor ETF (NASDAQ:SMH) has ripped higher in 2026, gaining 64.47% year to date through July 2 and 111.24% over the trailing 12 months. Yet the fund fueling that run does not own a single share of Apple (NASDAQ:AAPL), arguably the most recognizable technology stock on the planet. The absence is structural, not tactical, ... VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple

NVIDIA (NASDAQ:NVDA) is the stock everyone points at, a $4.75 trillion monument to the AI buildout that just posted 85.23% revenue growth last quarter and guided to $91 billion for the next one. But the more interesting setup right now is elsewhere. Advanced Micro Devices (NASDAQ:AMD) closed Thursday around $517.82 and ripped roughly 7% higher ... Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects

The Dow Jones index fell but other indexes rallied as President Trump made bullish comments. Microsoft fell on the stock market today while Micron rose.

Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) shares ticked up just 0.8% on Monday, starkly trailing a 3.2% surge in the Philadelphia Semiconductor Index and lagging rivals Advanced Micro Devices Inc (NASDAQ:AMD), which gained 7.7%, and Broadcom Inc (NASDAQ:AVGO), which jumped 4.4%. The underperformance came as a broad rally for chipmakers collided with a boutique research report alleging significant delays in the AI giant’s next-generation server architectures. Supply chain research firm Se

Goldman Ignites AMD Rally With Powerful New Wall Street Call

Turing added AMD Ventures as a backer, shifted 10% of AI training to AMD GPUs, and targets a 2028 launch.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best long-term growth stocks to invest in now. Wells Fargo lifted the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $505 while maintaining an Overweight rating on the shares. The firm stated that EPYC server CPU demand strength plus pricing upside drives an […]

Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn’t standing still. Nvidia (NASDAQ:NVDA) has dominated AI accelerators for years, rewarding shareholders with extraordinary gains. Yet the next phase of the AI infrastructure buildout may look more competitive than the last. Companies are looking for alternatives ... Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground

SIMO's 307% surge reflects SSD controller traction, fabless advantages, bullish guidance and growth exposure to AI, cloud and automotive markets.

The inflows into tech remains very impressive.

AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.

The recent pullback has renewed buying interest in AMD, with the stock down 11% from last Tuesday’s record high.

(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.'s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil's Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E

Turing Inc., a self-driving technology startup, has integrated Advanced Micro Devices (NasdaqGS:AMD) AI accelerators into its autonomous vehicle systems. AMD Ventures has invested in Turing Inc., aligning financial backing with a commercial deployment of AMD's AI hardware. The partnership expands AMD's presence into the autonomous vehicle sector, beyond its existing data center and gaming AI efforts. For investors watching AMD, the Turing Inc. deal adds another use case for the company’s...

Wall Street closed mixed to complete a holiday-shortened week.

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional owner in the company, holding approximately 145.57 million shares, or around 8.93% of outstanding shares, according to Yahoo Finance data. On June 30, Wells Fargo increased the firm’s target price on Advanced Micro Devices […]

Neither Meta Platforms nor Nvidia is trading at the premiums they warrant.

These Nvidia rivals climbed in the triple digits.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 42 upward EPS revisions and 3 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 43 upward revisions and 2 downward revisions. That gives AMD one of the […]

Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data centers, networking equipment, memory, storage, and servers. That evolution is creating fresh opportunities for investors willing to look beyond yesterday’s winners. Nvidia (NASDAQ:NVDA) ... Is Nvidia Undervalued or AMD Overvalued — or Both?

AMD (NASDAQ:AMD) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles. AMD sold the silicon that trains and serves models. Palantir sold the software layer that turns those models into enterprise workflows. Two months later, the market is rewarding execution very differently. Instinct GPUs Carry ... AMD vs Palantir: Which AI Giant Is a Better Buy?

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

AMD is hosting an artificial intelligence (AI) summit between July 22 and 23.

While demand tailwinds indicate strong growth ahead, AMD stock is not cheap. Following its sharp run-up, AMD now trades at 87.9 times forward earnings.

Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the recent decline in the stock as an opportunity, as he remarked: I like AMD on this dip. I know it’s not much of a dip really, […]

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the missed opportunities in the stock. He stated: Oh, then there’s two that I’m really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the […]

AMD has delivered impressive gains to investors in 2026, but its momentum has weakened over the past month.

Advanced Micro Devices (NASDAQ:AMD) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can price in. Our 24/7 Wall St. price target for AMD is $589.73, roughly 9.03% above where the stock trades today. Our model rates AMD a ... Up 140% YTD, Three Catalysts Will Take AMD to New Highs In 2026

ARM posts another quarter of solid revenue growth, with rising licensing activity and a growing royalty base reflecting sustained demand for its chip architecture.

Investors have priced a ton of expectations into the stocks of Intel and AMD.

Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

The stocks listed here are all heavily involved with tech and have benefited from opportunities related to artificial intelligence.

Investors are flocking to ETF.com's comparison tool — and the matchups they're running reveal a lot about where market curiosity is concentrated. Here are the three ETF pairings that generated the most organic traffic in the first half of 2026.

Without choosing a single stock, you may have ended up with a concentrated position in one of the market's most stretched names.

The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. The question now is which names have the fundamental firepower to keep compounding into the back half. Growth ... The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

Our NVIDIA (NASDAQ:NVDA) 24/7 Wall St. price target for the next 12 months is $252.14, implying 27.62% upside from the current price of $197.58. NVIDIA has slipped hard in the recent AI-compute selloff, but the fundamentals under the hood have not cracked. Our recommendation is buy, with a high confidence level of 90%. Metric Value ... Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff

Intel's AI PC, networking and foundry advances, plus rising earnings estimates and a lower valuation, are fueling its strong industry outperformance.

AMD increased Su’s base salary from $1.32 million to $1.38 million.

AMD introduced its Versal Premium Gen 2 adaptive SoCs, targeting high bandwidth AI, networking, and aerospace workloads. The new chips bring memory in package technology and expanded security features for data intensive and defense related use cases. Advanced Micro Devices (NasdaqGS:AMD) is extending its reach beyond core CPUs and GPUs with the Versal Premium Gen 2 launch, aimed at customers that need fast, secure data processing. The stock trades at $540.88, with the share price up 4.1%...

Meta's cloud plan sparked a sharp Wall Street sell-off in AI chip and infrastructure stocks as the entire landscape could be changing.

UBS sees massive upside for AMD as agentic AI sparks the next wave of data-center growth.

The stock market just wrapped up one of its strongest first halves in years. In the first six months of 2026, the Dow was up 8.9%, marking its best first half since 2021. The S&P 500 gained 9.6%, and the Nasdaq added 12.8%, while the Russell 2000 soared nearly 22% for its best first-half ...

Advanced Micro Devices, Inc. (AMD) closed the month of June at $580.91, up 7.68% in the last session, and hit a new 52-week high of $584, giving the company a market cap approaching $950 billion. The stock is up 171.25% year-to-date and 309.38% over the past year, according to Yahoo Finance. What I ...

I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I am compounding into, because what she is building inside that data center segment is the kind of structural shift that only shows up in a ... Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse

Our Advanced Micro Devices (NASDAQ:AMD) call is straightforward: the 24/7 Wall St. price target for AMD is $586, modestly above today’s price of $539.49. That implies roughly 8.6% upside over the next 12 months, and our recommendation is buy. Confidence is high at 90%, supported by 80% bullish analyst consensus, an accelerating Data Center business, ... AMD Stock Price Prediction: Strong Analyst Consensus Lifts the Target

U.S. stocks ended sharply higher on Tuesday, to close the first half on a high, as the S&P 500 and the Nasdaq recorded their best quarterly jump since 2020, while the Dow registered its biggest quarterly gain since 2022.

AMD stock is up 150% in 2026 and overtaking Nvidia as money flow, big AI deals, and crypto traders all turn bullish on the chip maker.

Most U.S. stocks are rising on Wednesday, but drops for some influential technology companies are keeping the market in check. The heaviest weights on the market were stocks that had soared earlier in the euphoria around artificial-intelligence technology, including drops of 2% for Nvidia, 6.2% for Micron Technology and 4.2% for Advanced Micro Devices. Such stocks have been zigzagging in recent weeks because of worries that they had become too expensive.

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. The stock jumped 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion.

Investors leaned toward companies that make processors, secure software, and infrastructure needed to run AI applications.

Wells Fargo raises price target on AMD stock to $615. Here’s why the firm remains bullish on AMD shares for the remainder of 2026.

Investors are piling into semiconductor company Advanced Micro Devices' 24-day out call options today. That could mean they are bullish on AMD stock ahead of earnings in early August.

Beyond surging demand, the stock’s incredible run was powered by a new kind of deal designed to kill the company’s cyclical curse.

Wells Fargo's Bold AMD Call Sends Chip Stock Surging

Intel Stock Pops After Top Analyst Signals Massive AI Opportunity

Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) shares getting a lift after Wells Fargo analysts boosted their price target on the chipmaker's stock, while Circle Internet Group (CRCL) plummets on reported stablecoin competition from other firms.

(Updates with index/price moves, macroeconomic data, and company news from the first paragraph.)

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

I keep hitting the buy button on AMD because Lisa Su has stopped chasing NVIDIA and started co-designing the next phase of AI infrastructure alongside it. Every few months I tell myself the position is full, and every few months AMD (NASDAQ:AMD) gives me a fresh reason to add. The May earnings report was the ... Traders Bet Big on Lisa Su: Why This Chip Titan Is Primed to Siphon Nvidia’s Data Center Dominance

AMD could be a winner in the next AI market shift, but does its stock cost too much?

Advanced Micro Devices stock has more upside with CPU demand continuing to be strong through the end of the decade, according to analysts.

NVIDIA's shift to Data Center and Edge Computing reporting gives investors clearer insight into AI-led revenue drivers across cloud, enterprise and physical AI.

Nvidia stock rose Tuesday at the end of an underwhelming first half of the year. The chip maker is looking to its next-generation hardware to spark a rally but gains might be muted for a while yet. The major issue for Nvidia is that the huge spending on AI chips is now being spread out among a wider range of semiconductor companies.

Advanced Micro Devices stock has more upside with CPU demand continuing to be strong through the end of the decade, according to analysts.

The CPU is set to play a major role in agentic AI.

Resurgent tech stocks helped lift the Dow to a fresh record Monday as oil prices advanced and the yen retreated to a 40-year low against the dollar.The Dow climbed 0.6 percent to a fresh record, while the tech-focused Nasdaq jumped more than two percent.

AMD's stock has run up because of valuation, not business results.

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

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.

Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%. The reasons are straightforward: an unprecedented AI buildout has driven explosive demand and pricing for high-bandwidth memory that sits alongside AI accelerators from the likes of Nvidia (NVDA) and AMD (AMD), with the supply crunch spilling into the broader memory market, too.

In late June 2026, Advanced Micro Devices, Inc. was removed from several Russell value benchmarks but was simultaneously added to the Russell Top 50 Index, reflecting a shift in how the market classifies the company’s profile within major equity indices. At the same time, AMD has been deepening its role in enterprise AI infrastructure through moves such as its phased 30 MW deployment agreement with Rackspace Technology and its acquisition of AI-driven memory optimization start-up MEXT. We’ll...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, UBS raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) from $455 to $670, while maintaining a Buy rating on the shares. ​The firm noted that its bullish sentiment on the stock is becoming incrementally […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best fast growth stocks to buy according to hedge funds. On June 8, Advanced Micro Devices, Inc.’s (NASDAQ:AMD) Chair and CEO, Dr. Lisa Su, announced the company’s commitment to invest up to £2 billion over the next five years in the United Kingdom. Dr. Su made […]

AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top 13 Stocks That Will Skyrocket. This stock is part of a pitch made by George Gilder. In the pitch, he discusses three titans that “are the only companies to successfully develop, build, and ship wafer-scale processors – redefining the limits of AI computing.” Delving deeper, […]

Advanced Micro Devices’ stock has risen more than 100-fold in the decade through 2026, benefiting from demand for its processors — central processing units (CPUs) and graphics processing units (GPUs) — and the associated software used in artificial intelligence programs and applications. Revenue ...

Intel Corporation (NASDAQ:INTC) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 25, 2026, Goldman Sachs analyst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied […]

Advanced Micro Devices has been flush with cash from sales of its hardware, which is widely used in the artificial intelligence industry — the latest tech trend. With so much money on hand, the company can undertake many initiatives. In recent years, the company has used some of its earnings ...

Wall Street picks out Micron and Nvidia as their highest-rated growth stocks in the technology sector.

Could a delayed mega-IPO be the first crack in the AI spending boom?

The past six months have been a windfall for AMD’s shareholders. The company’s stock price has jumped 147%, hitting $530.48 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year. Qualcomm shares rose 13.3% ... Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet

Micron sees growth ahead for smartphones and PCs.

Even if OpenAI delays its IPO, AMD stock should be fine.

Advanced Micro Devices has been having its “It” moment of late. With the widespread interest in artificial intelligence, AMD, as the company is more commonly known, has been benefiting from the AI boom. With its stock trading near all-time highs, some investors are wondering if a stock split (a ...

Our Advanced Micro Devices (NASDAQ:AMD) call sits on a strong analyst tailwind and a stretched multiple. After a 148.68% year-to-date rally, the question is whether the next leg pays you to chase. Our model says yes, modestly. Our 24/7 Wall St. Price Target Says BUY With Room to Run Metric Value Current Price $532.57 24/7 ... Is AMD a Buy? The Forecast and the 80% Bullish Analyst Wall

Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?

Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

Advanced Micro Devices (NasdaqGS:AMD) has agreed to acquire MEXT, a company focused on AI driven memory optimization. The deal is aimed at addressing AI memory bottlenecks in data centers by integrating predictive memory technology into AMD’s platform. This move is positioned to broaden AMD’s data center capabilities and support enterprise AI infrastructure customers. For investors watching AMD’s push into data center and enterprise AI, the MEXT acquisition focuses on one of the less talked...

BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.

Nvidia and AMD have been two of the best-performing stocks of the last decade and continue to look well-positioned for the next 10 years.

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Riot Platforms (NASDAQ:RIOT) ranks #4 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $142,166,413 Situational Awareness is apparently a fan of former Bitcoin players transitioning into AI and data centers. Riot Platforms (NASDAQ:RIOT) is one such name, […]

Wall Street could still be underestimating Nvidia and overestimating AMD.

AMD Gets a Wall Street Boost as UBS Lifts Price Target to $670

NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor. CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes. NVIDIA’s Q1 FY2027 revenue ... The Real Reason Nvidia Holds an Unshakable Monopoly Over AMD Has Nothing to Do with Raw Computing Power

QCOM's expanded Hugging Face partnership aims to speed open AI deployment across devices and cloud, from Snapdragon platforms to Dragonfly data centers.

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

Nvidia faces a stronger challenge from the law of large numbers.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

NVIDIA’s (NASDAQ:NVDA) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The pullback has reset expectations, and our model suggests the market is underpricing the next 12 months. Our 24/7 Wall St. price target for Nvidia is $251.55, implying ... Nvidia Price Prediction: The Forecast Climbs Again. Here’s Where the AI Leader Heads Next

MU's Q3 earnings crushed estimates as AI-driven memory demand, HBM shortages and strong guidance point to continued momentum.

WeRide GENESIS received two major industry awards within days, including the 2026 ATTI Simulation Innovation Award and “Overall Gen-AI Solution of the Year” at the 2026 AI Breakthrough Awards.Physical AI world model enables large-scale autonomous driving simulation, training, and validation.Reduces autonomous driving data collection and annotation costs by more than 75%.Powers WRD 3.0, WeRide’s end-to-end ADAS solution, supporting global commercialization and deployment. GUANGZHOU, China, June 2

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 16, it was announced that Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology signed a definitive agreement. This is for the deployment of an initial 30 MW footprint dedicated to AMD-based […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock posted an impressive 275.53% growth in the past year, while it registered a 132.63 % year-to-date increase. On June 24, the company reported that it was named by research and advisory firm Gartner […]

MEXT bridges the gap between low-cost flash memory and expensive DRAM, helping data centers improve their efficiency as a result.

Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI workloads pulling every hyperscaler toward custom CPUs and GPU racks, the two are quietly fighting over the same data center socket, just from opposite ... Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown

High levels of optimism about a company's future can lead to risky valuations in the present.

Qualcomm doubles its non-handset revenue outlook for fiscal 2029.

Investing.com - Micron Technology Inc (NASDAQ:MU) reported the strongest quarterly results in its history after Wednesday’s close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 17.2% in premarket trading to $1,228.09 by 04:33 ET (08:33 GMT), recovering from a regular-session close of $1,047.20.

If you are wondering whether Advanced Micro Devices stock still offers value after its strong run, a useful starting point is understanding how its current price compares with different valuation measures. At a last close of US$519.85, Advanced Micro Devices has recorded returns of 2.5% over the past 7 days, 11.2% over the past 30 days, 132.6% year to date, 275.5% over 1 year and 480.7% over 5 years. These figures naturally raise questions about how much potential upside or downside is...

Investing.com -- UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while pushing back against what it sees as overly aggressive market size expectations.

Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.

(Bloomberg) -- OpenAI unveiled its first custom artificial intelligence chip developed in partnership with Broadcom Inc., part of a bid by the ChatGPT maker to gain an edge by tailoring hardware to better run its AI products. Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 10

OpenAI is testing Jalapeno chips as Broadcom expects data center deployment later this year.

FEATURE Stocks were mixed on Wednesday after artificial-intelligence names pulled back. The late slide in AI shares came as stocks in many other sectors were rising. Micron Technology fell 0.4%. The memory-chip maker was scheduled to report fiscal third-quarter earnings after the closing bell, which could help investors determine whether the AI boom has legs.

Investing.com -- BlackBerry received a bullish endorsement from Stifel, which initiated coverage of the software company with a Buy rating and a $12 price target, arguing that investors continue to undervalue its position as a key infrastructure provider for the emerging physical AI market.

The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even the fastest AI chip becomes ... Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10

Full-year gross margin guidance of 38% to 41% falls short of Nvidia and AMD

Nvidia's net income margin reached 72% last quarter, while AMD reported 14%, highlighting a stark difference in recent profitability.

Cerebras shares tumbled about 14% on Wednesday after the chip designer warned that annual profit margins would undershoot first-quarter figures in its debut earnings following ‌a blockbuster initial public offering. The projection is far below those of rivals such as Nvidia's mid-70% range and Advanced Micro Devices' mid-50%, even as it came above analysts' estimates of 29.58%. CEO Andrew Feldman ⁠said in a post-earnings call that OpenAI's GPT 5.4 is running on Cerebras chips.

Investors are braced for Micron earnings for clues to whether AI optimism has overrun.

US stock futures traded mixed as Wall Street digested a second straight tough day for the AI trade.

AMD shares are up substantially after the company announced the acquisition of MEXT.

Shares of computer processor maker AMD (NASDAQ:AMD) fell 6.3% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product you bought. The marketing calls it “3X daily.” Your brokerage statement calls it a $2,300 hole per $10,000. What you are actually paying ... SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

Advanced Micro Devices is back in the spotlight as analysts revisit their price targets, with some recent updates tying AMD to higher ranges such as US$560 to US$665. Those shifts sit against a backdrop of mixed views on how agentic AI, GPUs, and server CPUs could affect both valuation and execution risk, and how much recent share gains may already reflect AI optimism. As you read on, you will see how this evolving narrative may matter for your own view on AMD and its role in the AI build...

Shares of Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) are leading a sharp midday slide in chip stocks on Tuesday. AMD stock down 5% to $523 while Intel shares are down 5% to $134 amid a broad semiconductor selloff that’s pulling the entire group lower. Meanwhile, NVIDIA (NASDAQ:NVDA) stock is down 3% to $202. The ... AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the fastest-growing high-bandwidth memory stocks to buy. The company added a memory-focused AI infrastructure angle on June 15, 2026, when it acquired MEXT, a startup developing AI-driven memory optimization technology. AMD said MEXT’s software is designed to make flash behave more like DRAM, expanding usable memory capacity […]

Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day de

The tech-heavy Nasdaq Composite was down more than 2% at the time of writing, on track for its second-worst single-day performance after tanking 4% earlier this month.

A sell-off in technology shares deepened across global markets

ISC 2026 – 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-ready infrastructure, and liquid cooling innovations at ISC 2026 (Booth X05). The company is collaborating with industry leaders AMD and Intel to demonstrate scalable solutions at both server and rack scale designed to support the growing demand for sustainable data centers.

Dell Technologies recently completed several fixed-income offerings totaling about US$3.0 billion in senior unsecured notes maturing between 2031 and 2037, secured a new US$6.0 billion revolving credit facility, and affirmed a quarterly dividend of US$0.63 per share payable on July 31, 2026. At the same time, Dell is expanding its role in AI infrastructure by launching Vera Rubin–based PowerEdge servers, shipping rack-scale AI systems to partners like CoreWeave, and collaborating with AMD...

MU heads into fiscal Q3 2026 earnings with expectations for sharp revenue growth, strong margins and continued AI-driven memory demand.

Intel has begun risk production of chips based on a new process node, which could help it prevent further market share losses to AMD.

Nvidia stock moves lower on Monday as investors assess the latest news around U.S.-Iran peace talks.

QCOM's QCT revenue fell 4% as handset weakness persisted, but booming automotive and IoT sales are helping offset smartphone market pressures.

David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and ... David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

AMD's stock has already more than doubled this year.

With a forward P/E of 40.39, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology announced a definitive agreement for the phased deployment of an initial 30-megawatt footprint dedicated to AMD-powered computing infrastructure across Rackspace’s global data […]

The stock is up more than 150% this year, but many investors believe the story isn't over yet.

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.

Earlier this week, TD SYNNEX expanded its role in artificial intelligence and security distribution by adding new independent software vendor solutions to the HPE Unleash AI portfolio and collaborating with EigenQ to help AMD EPYC-based environments prepare for post-quantum security requirements. Together, these moves deepen TD SYNNEX’s position at the intersection of AI infrastructure and quantum-resilient cybersecurity, areas that many enterprise and public-sector buyers are actively...

We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Adeia Inc (NASDAQ:ADEA) ranks #9 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics […]

The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA), whose GPUs became the gold standard for training and running ... Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips

Toronto, Ontario--(Newsfile Corp. - June 19, 2026) - Steve Hawkins, Chief Executive Officer, LongPoint Asset Management Inc. ("LongPoint"), joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of their three new ETFs:SavvyLong (2X) SpaceX ETF (TSX: ORBU)SavvyLong (2X) AMD ETF (TSX: AMDU)SavvyLong (2X) Micron ETF (TSX: MUU)Cannot view this video? Visit:https://www.youtube.com/watch?v=aO-13TuvfnMORBU,...

At $507.29, Advanced Micro Devices (NASDAQ:AMD) screens as fully valued, with a more attractive risk/reward profile emerging only on a macro-induced, index-wide technical pullback at or below $440. The stock is pressed against record territory just as Kevin Warsh gavels in his first Fed meeting. Systemic multiple compression could mask AMD’s enterprise market share gains ... Buy, Hold, or Sell: AMD Rested Near All-Time Highs as Kevin Warsh Opened His First Fed Meeting. Is AMD Stock a Buy at $507

The companies offer key chips that power AI.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the Dividend Stock Portfolio: Top 10 Stocks to Buy According to Reddit. On June 17, Bernstein raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $600 from $525. It reiterated an Outperform rating on the stock. The firm expects AMD to benefit from stronger demand […]

Lisa Su turned Advanced Micro Devices into the Comeback Kid of tech. Before she took the reins in 2014, the chip maker was a perennial also-ran, lagging behind competitors Nvidia and Intel But since her first full year as CEO in 2015, sales have grown at a 24% annual rate—and by 38% in the most recent quarter. Where once AMD chips were the second choice, they are now competitive in the data-center arena, the fastest-growing semiconductor market.

Rackspace technology has signed a deal with AMD while also announcing layoffs.

After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry's old boom-and-bust habits.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best growth stocks to buy, according to billionaire Ray Dalio’s Bridgewater Associates. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology (NASDAQ:RXT) finalized a binding agreement for the phased deployment of 30 MW of AMD‑based compute across Rackspace’s global data centers, beginning in late 2026 […]

Advanced Micro Devices and Rackspace Technology signed a definitive agreement to deploy 30 MW of AMD-powered AI compute across Rackspace’s global data centers from late 2026 through 2028, building on their earlier MOU.

Advanced Micro Devices (NasdaqGS:AMD) has agreed to acquire MEXT, an AI native memory optimization company focused on data center workloads. The deal targets memory bottlenecks in enterprise and cloud AI environments, with MEXT's technology expected to be integrated into AMD's data center portfolio. The acquisition supports AMD's push to build a more complete AI infrastructure stack across both hardware and software layers. Advanced Micro Devices enters this deal with strong recent stock...

Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching closely enough. According to TheFly, Bernstein’s latest note on the AI chip giant goes beyond GPUs, where it has been trying to close the gap with Nvidia. It’s about CPUs becoming a lot ...

On June 18, 2026, investors welcomed U.S.-Iran progress, helping indexes overcome yesterday's rate hike fears.

AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

This ETF has a big chunk of its portfolio parked in Micron, AMD, Intel, and Nvidia.

AMD's acquisition of MEXT has the potential to be a game changer for the company.

They haven't peaked yet.

The AI chip company’s stock has fallen from its post-IPO highs and is about to report quarterly results. SpaceX investors should take notice.

Earlier this month, Rackspace Technology announced a phased agreement with AMD to deploy 30 MW of AMD AI compute across its global data centers through 2028, while approving a workforce realignment that will cut about 15% of its global staff and incur an estimated US$14.00 million to US$19.00 million in one-time charges during 2026. The company plans to redirect much of the expected US$75.00 million to US$85.00 million in annualized cost savings toward building governed enterprise AI...

Rackspace Technology Inc. (NASDAQ:RXT) is one of the 10 Stocks Making Investors Richer. Rackspace Technology soared to a four-year high on Wednesday, extending a winning streak to a third consecutive day, as investors gobbled up shares after clinching a new 30 MW cloud computing deal with Advanced Micro Devices (AMD). In intra-day trading, Rackspace Technology […]

Citi upgrades AMD stock to Buy, raises price target to $575, citing massive GPU sales potential at Meta and a booming agentic AI server CPU market worth over $137 billion.

The chip giant's AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry's notoriously cyclical past.

RBC Capital said the partnership with AMD could help Rackspace gain market share across healthcare, financial services, energy, and government sectors.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Debt-Free American Stocks to Invest In. On June 11, 2026, BofA raised the firm’s price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $560 from $500 and maintained a Buy rating on the shares. Following its analysis and recent industry discussions at the BofA […]

Sales and profit estimates for chip companies have moved higher, valuations have expanded—and volatility is picking up. What to do.

Advanced Micro Devices, Inc. (NASDAQ:AMD) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. A caller inquired if they should buy the stock at $500 a share, and Cramer replied: Look, I like AMD too. I’m partial to NVIDIA, which has done […]

Broadcom's gross margin slips as semiconductor mix surges, but AI chip demand and 84% revenue growth keep momentum strong heading into the Q3 outlook.

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."

A viral post says a $1,499 AMD box could break Nvidia's AI empire. The flows show money already leaving Nvidia stock for AMD.

Nvidia stock is lagging behind the wider semiconductor sector as big customers face pressure to make their AI spending more efficient.

Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On June 3, OQC, JPMorganChase, and AMD announced a research collaboration to develop a dedicated Quantum-AI platform at a new data center in London. The initiative will integrate OQC’s GENESIS quantum system with AMD’s HPC and AI infrastructure. […]

Investing.com -- Agentic artificial intelligence is triggering a fundamental shift in data center hardware demand, with server CPUs emerging as a major structural growth market, according to Bernstein in a note on Wednesday.

EigenQ Inc. ("EigenQ" or the "Company"), a quantum technology company, and Silicon Valley Acquisition Corp. (NASDAQ: SVAQ) ("SVAQ"), a publicly traded blank check company, announced today that they have entered into a definitive Business Combination Agreement ("Business Combination Agreement") that is expected to result in EigenQ becoming a publicly traded company.

Bull and Foxconn have reached a significant milestone in their collaboration to advance AI infrastructure in Europe with the production of key components using the NVIDIA Vera Rubin NVL72 platform. This development marks a significant step in manufacturing AI systems in Europe, primarily processed at Foxconn's Czech facilities and completed at Bull’s plant in France. Designed to cater to demanding AI workloads, these systems aim to support cloud providers and AI factories across Europe. The...

Amazon.com (AMZN) is teaming up with Odyssey ML, a startup that creates AI systems that simulate the

Advanced Micro Devices, NVIDIA and other chip giants are targeting the fast-growing AI server CPU market as demand expands beyond generative AI.

AMD (NasdaqGS:AMD) and Rackspace signed a multi year agreement to build dedicated AMD powered Enterprise AI Cloud infrastructure. The partnership focuses on governed and accountable AI compute for regulated sectors, including healthcare. The deal targets a phased rollout of 30 MW of AMD based data center capacity for AI workloads. AMD becomes the silicon partner for Rackspace's global governed AI infrastructure offering. For investors watching AMD, this agreement relates to the company’s...

Rackspace stock rallies on a major partnership with AMD. Here’s why the team-up is largely bullish for RXT shares.

Cathie Wood is trimming AMD to fund a bigger bet on SpaceX, even as the chipmaker's AI growth story remains intact.

Rackspace Technology (RXT) runs the infrastructure that many enterprises rely on when they want managed cloud services without building everything in-house. The San Antonio-based company operates across public and private cloud segments, handling the compute, storage, and security layers that sit ...

Rackspace inked a data center deal with Advanced Micro Devices.

Advanced Micro Devices Inc (NASDAQ:AMD) is one of billionaire Ken Fisher’s top high growth stock picks. AMD stock has had a strong start to 2026, gaining more than 114% year-to-date. This semiconductor stock has surged more than 290% over the past year. On June 8, Advanced Micro Devices Inc (NASDAQ:AMD) and Imperial College London announced […]

Rackspace will deploy AMD Instinct GPUs and EPYC CPUs across its global data centers

AMD Stock Gains As New AI Deal Targets Critical Memory Bottleneck

J.P. Morgan believes the chip maker could target more than $3 billion in data-center revenue for fiscal 2027 at its upcoming investor day.

Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

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.

Western Digital stock jumped again on Tuesday as the AI memory and storage trade reignited.

Qualcomm stock has risen 68% in three months ahead of an expected unveiling of its data-center chip plans and it could be lining up an acquisition to bolster its strategy.

Rackspace announced an agreement with AMD for chips to power its data centers and to fund the project, the company is cutting 15% jobs across the board.

Monday's sales follow a major liquidation last week that was used to fund purchases of SpaceX stock.

Western Digital stock jumped again on Tuesday as the AI memory and storage trade reignited.

Major AI Compute Partnership Boosts Rackspace StockRackspace Technology (NASDAQ:RXT) shares surged 30% on Tuesday after the company announced a definitive agreement with AMD (NASDAQ:AMD) to deploy 30 megawatts of AI computing infrastructure powered by AMD technology. The deal formalizes the Memorandum of Understanding the two companies unveiled on May 7, 2026, and establishes AMD as a key strategic technology partner within Rackspace’s managed artificial intelligence platform.

Deal targets costly data center bottlenecks for customers

Collaboration establishes a new category of governed enterprise AI infrastructure purpose-built for regulated and sovereign environmentsSANTA CLARA, Calif. and SAN ANTONIO, June 16, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) and Rackspace Technology® (NASDAQ: RXT), a global enterprise AI infrastructure and solutions provider, today announced the signing of a definitive agreement for the phased deployment of an initial 30 MW footprint dedicated to AMD-based compute deployments across Rackspace's

The acquisition aims to address escalating data centre memory bottlenecks driven by AI and cloud workloads.

Rackspace Technology strikes a deal with Advanced Micro Devices to use AMD chips in its AI data centers.

Investing.com -- Rackspace Technology (NASDAQ:RXT) shares rose 30% Tuesday after the company signed a definitive agreement with AMD (NASDAQ:AMD) for the phased deployment of 30 MW of AMD-based AI compute infrastructure.

Qualcomm stock has risen 68% in three months ahead of an expected unveiling of its data-center chip plans and it could be lining up an acquisition to bolster its strategy.

Researchers from University of Wisconsin-Madison and AMD Research and Advanced Development published a technical paper titled “Eidola: Modeling Multi-GPU Network Communication Traffic in Distributed AI Workloads.” Abstract: “As distributed AI workloads grow in scale, multi-GPU systems have become essential for training large models. Although techniques like kernel fusion and overlapping communication with computation help reduce... » read more The post Modeling Multi-GPU Traffic For Distributed

The optical interconnect market has ignited an upstream supply battle, prompting AMD to urgently secure CW lasers.  news.futunn.com

The optical interconnect market has ignited an upstream supply battle, prompting AMD to urgently secure CW lasers.  Moomoo

AMD (NasdaqGS:AMD) agrees to acquire MEXT, adding memory optimization software aimed at improving AI data center efficiency. The company also introduces the Ryzen AI Halo developer platform, focused on running large AI models locally on high-performance hardware. These announcements highlight AMD's push to compete more directly with Nvidia in large-scale AI model deployment and infrastructure. For investors watching AI infrastructure, these moves help clarify where AMD (NasdaqGS:AMD) is...

Meta stock inches down as the company begins unwinding Manus acquisition. Here’s how you should play META shares following the announcement.

Advanced Micro Devices stock jumps Monday. The chip maker has made an acquisition to insulate it from rising memory costs.

Yahoo Finance Senior Reporter Brooke DiPalma comes on Market Domination to further discuss today's biggest headlines, including memory chip stocks like Micron Technology (MU) surging as Wall Street leans more bullish on the AI trade, oil prices (CL=F, BZ=F) moving closer to $80 per barrel on news of a US-Iran peace deal, and media giant Fox (FOX, FOXA) striking a deal to acquire Roku (ROKU) for $22 billion.

The deal adds AI-driven flash storage optimization to AMD's data center portfolio as memory demand accelerates

Advanced Micro Devices is betting on AI-powered memory tech with MEXT acquisition to ease data center bottlenecks.

Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. AMD posted a clean acceleration story powered by its Instinct and EPYC franchises. Intel delivered a noisy but improving turnaround quarter under CEO Lip-Bu Tan, with foundry traction and a surprise non-GAAP ... AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

Advanced Micro Devices stock jumps Monday. The chip maker has made an acquisition to insulate it from rising memory costs.

The growth of AI inference workloads in data centers is boosting demand for server CPUs, a market that's dominated by AMD and Intel.

Advanced Micro Devices (AMD) stock has attracted fresh attention after recent trading performance, with the share price last closing at $511.57. Readers are watching how this valuation aligns with the company’s current earnings profile and growth metrics. See our latest analysis for Advanced Micro Devices. Recent trading has added to a period of strong momentum, with a 20.62% 1 month share price return and a 128.92% year to date share price return. This has been accompanied by a very large 1...

Top Analyst Backs AMD as Next-Generation AI Chips Take Center Stage

Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time. NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock ... AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge

Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. Big gainers included AMD and Micron.

AMD's Ryzen AI Halo developer platform is now available for $3,999, undercutting Nvidia's DGX Spark by $700 while offering support for running large AI models locally.

AI chip roadmap keeps analysts constructive despite valuation concerns.

Investing.com -- On Monday, analysts at Wolfe Research described management's tone on a pre-quiet period call with AMD as constructive, saying there is "substantial room for upside to consensus for both CY26 and 27" driven by incremental CPU strength and the potential for additional gigawatt-scale MI450 customers.

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

Closely followed investor Cathie Wood bought more than $500 million U.S. of SpaceX (NASDAQ: $SPCX) stock on the day...

A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the world. Advanced Micro Devices (NASDAQ:AMD) now sits at $834 billion, which puts the question right in front of every long-term holder. Shares are up 129% year to date and 304% over the past year, ... Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?

LongPoint expects to launch three ETFs - AMDU, MUU, ORBUNew Savvy ETFs provide two times leveraged long exposure to AMD, Micron, and SpaceX LongPoint is a Canadian owned and operated ETF providerToronto, Ontario--(Newsfile Corp. - June 15, 2026) - LongPoint Asset Management Inc. ("LongPoint") is proud to announce the launch of three new Savvy Double Leveraged Single Stock ETFs on the Toronto Stock Exchange (the "TSX") on Wednesday, June 17, 2026. The SavvyLong (2X) AMD ETF ("AMDU") offers two...

Earlier this month, AMD announced plans to invest up to £2.00 billion in the UK over five years, alongside new AI supercomputing collaborations with Dell Technologies, the University of Cambridge and Oriole Networks that expand national research and AI infrastructure. By anchoring cutting-edge systems like the Zenith and Sunrise AI supercomputers and backing photonic-networked inference research, AMD is embedding its GPUs and CPUs at the core of the UK’s long-term AI and high‑performance...

Aymer AI has revealed a strategic initiative to develop a 90-acre powered land bank in Texas, targeting next-generation AI and high-performance computing infrastructure. Dubbed Project Macedonia, the venture aims to provide up to 100 megawatts of power capacity through a mix of grid and behind-the-meter energy solutions, enhancing reliability and deployment speed for hyperscale and enterprise clients. The site offers advantageous access to energy infrastructure and major fiber routes,...

Nvidia Corporation (NASDAQ:NVDA) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. According to CNN’s compilation of analyst price targets, Nvidia Corporation (NASDAQ:NVDA) stock has a median target price of $300, which reflects a further 46% upside from the current share price. The AI tailwind has strengthened as the […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 12, Citi upgraded Advanced Micro Devices, Inc. (NASDAQ:AMD) to Buy from Neutral. It also raised the firm’s price target to $575 from $460. The firm believes the upside from AMD’s graphics processing unit business is not fully reflected […]

The U.S. President Donald Trump and Iranian officials said Sunday that they had agreed to a peace deal, triggering gains in global markets.

AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. The agreement includes up to 160 million share warrants for Meta, linked to shipment milestones that could result in roughly 10% dilution for existing shareholders. AMD plans to ramp shipments of its MI450 AI accelerators in 2026, with deployments expected at Meta and OpenAI. For investors following AMD’s data center story, this deal puts AI accelerators...

Amazon's Graviton5 processor can advance its custom silicon strategy designed to deliver better performance and lower costs for AWS workloads and AI infrastructure.

Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in a 13F filed May 15, 2026. In their place, Smith opened brand-new long positions in Lamb Weston (NYSE:LW) and CarMax (NYSE:KMX), and added to existing stakes in ... The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

Cathie Wood's firm ARK Invest staked a large position in Elon Musk's SpaceX on Friday. The firm already has a huge chunk of Tesla stock.

The artificial intelligence boom has created a familiar pattern on Wall Street. Investors spend years chasing the market’s biggest winner, then spend the next few years searching for whatever comes next. That search is happening right now with Nvidia (NASDAQ:NVDA). After becoming one of the most successful investments in stock market history, Nvidia’s recent performance ... Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?

Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on Beyond the Noise’s Substack by Cristobal Botanch. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.’s share was trading at $490.33 as of June 8th. AMD’s trailing and forward P/E were 155.46 […]

For months, one of Wall Street's most closely watched chip analysts held a skeptical line on AMD while the stock rode the broader AI rally. On June 12, that changed. Citi analyst Atif Malik upgraded AMD to Buy from Neutral and raised his price target to $575 from $460, and shares jumped 4.73% the ...

Agentic AI will be a powerful growth driver.

AMD shares rally as Citi issues a largely bullish note on the chipmaker. Here’s why analyst Atif Malik believes AMD stock will rip higher from here.

Citi upgraded AMD to ‘Buy’ and lifted its price target, stating that investors should also be looking at the company’s graphics processing unit’s potential.

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.6% in the afternoon session after Citi analyst Atif Malik upgraded the stock to Buy from Neutral and raised his price target to $575 from $460, making the case that "the market has yet to fully recognize AMD as a legit second source in the GPU market."

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.8% in the afternoon session after macro rate relief from the Iran peace deal, a Wells Fargo price target increase, and positive positioning ahead of a June 24 Investor Day drove renewed market interest.

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E

The upgrade points to growing confidence in AMD's role in AI and data center chips.

Behind the company's record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.

On June 11, Intel (INTC) received a Wall Street revamp that could flip the script on its stock performance, according to a research note shared with me at TheStreet. Investors had been bracing for more skepticism around Intel’s turnaround. The company still faces fierce pressure from Nvidia, ...

NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June

Citi raises AMD price target to $575 from $460

Shares of Intel (NASDAQ:INTC) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today. Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed ... Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?

AMD's gaming revenues rise on Radeon 9000 demand, but a sharper slowdown looms as higher costs and weaker console sales pressure growth.

A Wall Street analyst on Friday upgraded AMD stock to buy from neutral, saying its GPU business is undervalued.

AMD Stock Rises After Citi Upgrade. Here's What Changed

Advanced Micro Devices (AMD) has gained about 128.45% year to date, at the time of writing, Thursday afternoon, June 11. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.47% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, but what is ...

Investing.com -- Citi has upgraded Advanced Micro Devices to Buy from Neutral, raising its price target to $575 from $460, arguing that the company's emergence as a "legit second source in the GPU market" is not yet reflected in the stock price.

U.S. stock markets closed sharply higher rebounding after two days of stiff losses.

Advanced Micro Devices stock has roared higher on enthusiasm for its central-processing units but Citi analyst Atif Malik sees another catalyst.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.

An analyst lifted his estimate for a crucial segment of the chip market.

Investing.com -- S&P Global Ratings raised its long-term issuer credit rating on NVIDIA Corporation (NASDAQ:NVDA) to "AA" from "AA-," citing insatiable market demand for artificial intelligence systems. The upgrade reflects the chipmaker’s sustainable competitive advantage and massive cash flow generation within the rapidly expanding data center ecosystem. The ratings agency now forecasts Nvidia’s revenue to surge 82% in fiscal 2027 to $394 billion, followed by a 38% increase to $544 billion the

Advanced Micro Devices (AMD) investors have had little to celebrate this month. The chipmaker’s shares fell 4.86% on June 10 to close at $452.40, stretching the loss over the past five trading days to 12.15%. The selling was not an AMD problem, as a wave of profit-taking and Middle East tensions ...

Check out the companies making headlines yesterday:

At $475.51, Advanced Micro Devices (NASDAQ:AMD) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story and the multiple has rarely been wider. AMD designs the CPUs and GPUs powering hyperscale AI factories, with EPYC server chips and Instinct accelerators now the company’s ... Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475

Rising demand for CPUs and GPUs and expanding AI infrastructure spending position AMD to deliver solid growth.

Agentic AI Shockwave Sends Nvidia, AMD, Intel and Arm Sharply Higher

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

Nvidia stock has lagged behind peers over the past year but a new investment shows where it hopes to retake the lead.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Vows New Attacks on Iran, Threatens Key Energy TargetsHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksSpaceX IPO Draws More Than $100 Billion in Retail O

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

But Oracle stock fell more than 9% after the company said it would seek $20 billion in new equity and debt financing to support its AI expansion

AMD has had a solid year, but Nvidia could catch up quickly.

After one of the sharpest pullbacks the AI chip trade has ever seen, three of the sector's leaders are suddenly trading well below their recent highs.

Shares of computer processor maker AMD (NASDAQ:AMD) fell 5% in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.

Riot Platforms Inc (NASDAQ:RIOT) is one of the best data center stocks to invest in according to billionaires. In the past month, Riot Platforms’ shares have gained more than 20%. That puts the stock’s year-to-date gains at around 77% and past-year gains at roughly 180%. On May 14, Jefferies initiated coverage of Riot Platforms Inc […]

Intel’s remarkable turnaround has fueled a massive rally, but a recent insider sale is giving investors a reason to look twice.

AMD co-led a $350 million funding round in TensorWave, an AI cloud provider that uses only AMD hardware for its training clusters. The deal positions AMD more directly inside the AI cloud infrastructure stack, alongside traditional chip supply. TensorWave plans to build AI cloud platforms around AMD GPUs, offering an alternative to Nvidia focused setups. Advanced Micro Devices (NasdaqGS:AMD) is drawing attention with this new capital commitment at a time when its stock has had a very large...

US equity indexes slumped amid a sell-off in high-growth, mega-cap semiconductor names and after Pre

US equity indexes slumped following a sell-off in mega-cap semiconductor names, and as President Don

Advanced Micro Devices, Inc. (NASDAQ:AMD) has gained roughly 100% over the past 6 months. Analysts expect the company to grow its EPS by more than 60% over the next 5 years, making it one of the Top 10 Unstoppable Growth Stocks to Invest In. ​Wall Street has been bullish on the stock since the earnings […]

Micron and Super Micro stocks sink as the selloff in AI and other momentum stocks accelerates. Casey’s General Stores leads the S&P 500.

Wall Street is getting nervous about the sustainability of the artificial intelligence infrastructure boom.

TensorWave will use a fresh $350 million to fill more data centers with chips from AMD, an investor.

LAS VEGAS, June 10, 2026--TensorWave, the all-AMD AI cloud specializing in high-performance, memory-intensive workloads, today announced it has raised $350 million in Series B funding. The round was co-led by Magnetar and AMD Ventures, with continued participation from Maverick Silicon, Nexus Venture Partners, and Western Frontier.

Both semiconductor stocks are seeing tremendous growth.

One fund hands you the biggest names in the artificial intelligence build-out for next to nothing in fees. But that convenience comes with a catch.

Nvidia looks compelling near the current levels and offers an attractive entry point. Analysts still see significant upside potential.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

Tech jitters and profit taking weighed on AI and chip stocks as markets whipsaw and yesterday's apparent rebound falters, today, June 9, 2026.

AMD (NasdaqGS:AMD) has announced a multi billion pound investment in AI supercomputers and related infrastructure in the UK. The plan includes partnerships with Dell, the University of Cambridge, UK Atomic Energy Authority, Imperial College, and Oriole Networks. The projects aim to support sovereign AI capabilities, fusion research, and national computing capacity for science and industry. For investors tracking semiconductor and AI infrastructure companies, this move puts AMD's UK presence...

Before the memory chipmaker's historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.

AI stocks and shares of major tech players stumbled Tuesday as an attempt to rebound from a sell-off last week fizzled.

With strong revenue growth, expanding market share, and significant exposure to rising AI infrastructure spending, AMD remains well-positioned to capitalize on the AI infrastructure boom.

Beijing is drafting a nationwide computing network plan that could rely on domestic AI chip suppliers for 80% of core technology.

Wall Street reassessed tech leadership as Apple’s AI reveal underwhelmed and yesterday's AI recovery unwound, today, June 9, 2026.

AMD's Data Center revenues surge 57% to a record $5.8B as AI infrastructure demand boosts EPYC and Instinct adoption across cloud and enterprise markets.

The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board.

Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while Intel stock is hovering around $101.50. The selling is broad-based. The Invesco QQQ Trust (NASDAQ:QQQ), which tracks the NASDAQ 100, is off 3% on the day as ... AMD Sinks 9%, Intel Slides 8% as Chip Stocks Pull the NASDAQ 100 Down

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

OpenAI announced it plans on going public—while also saying it still needs privacy to get things done. The ChatGPT parent said on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. OpenAI added that it hasn’t decided on the timing of when it will officially go public and it “may be a while,” as there are “things we want to do that are likely easier as a private company.”

The generative AI megatrend isn't over yet.

Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.

SAN MATEO, Calif., June 09, 2026--BlueRock today announced the latest open-source release of its NOVA Microhypervisor, which introduces advanced DMA remapping support for AMD (NASDAQ: AMD) platforms with IOMMU hardware virtualization capabilities.

NVDA's 11.9% YTD gain trails chip peers, but AI data center demand, the Blackwell ramp-up and a lower P/E keep the upside case alive, backed by strong quarterly results.

Apple is accessing Nvidia’s hardware via the cloud-computing services of Google rather than buying the chips directly.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the Billionaire Ken Fisher’s Top 11 Dividend Stock Picks. On June 1, Mizuho raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $515. It reiterated an Outperform rating on the shares. The firm increased price targets across the semiconductor group, saying demand for […]

JPMorgan Chase (NYSE:JPM) is leading a new blockchain-based tokenized deposit network with other major U.S. banks, aimed at modernizing payment rails and supporting near-instant, 24/7 settlement. The network is designed to operate on blockchain within the regulated banking system and is positioned as an alternative to stablecoins for institutional payments. JPMorgan has also partnered with Oxford Quantum Circuits and AMD as the first dedicated user of a new Quantum-AI research platform in...

A number of stocks jumped in the morning session after the industrial sector recovered, carried by the broad market rebound and a read-through from AI-driven capital expenditure commitments.

Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.

The rally gives Intel a foundry boost, with investors watching the reported Google demand and proof that 18A can scale into real revenue.

AMD's stock has been soaring this year, and there may be another catalyst for it around the corner.

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers are trading Monday.

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

AMD is making a smart investment in the U.K.

DA Davidson says hyperscaler dependence may keep Nvidia's AI chip margins protected as rivals remain in early stages.

Intel stock leads the S&P 500 higher after sinking 11% on Friday. The AI trade is picking up momentum again after last week’s selloff.

INTC is revamping for AI PCs and data centers, but LSCC's low-power FPGA focus and growth outlook tip the scales.

Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD) just delivered a quarter where Data Center revenue hit $5.78 billion, up 57% year over year, free cash flow surged 253%, and Q2 guidance points to $11.2 billion in revenue. Shares are up 117.77% year ... Prediction: AMD Stock Will Trade at This Price in 2027

An American semiconductor giant has unveiled plans to invest £2bn in Britain to build new AI supercomputers.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) has pledged to invest up to $2.7 billion (£2 billion) in the UK over the next five years, betting on the country's ambitions to become a global centre for artificial intelligence research and advanced computing. The US semiconductor titan,...

AMD will reach a $1 trillion market cap sooner than the recently touted Marvell Technology.

Micron was poised to rebound 7% on Monday morning following a recent market sell-off.

NVIDIA and SK hynix have announced a multiyear technology partnership aimed at developing next-generation memory to support the global buildout of AI factories. This collaboration is set to enhance memory supply aligned with NVIDIA's AI infrastructure roadmap and boost the advancement of semiconductor design and manufacturing by incorporating AI technologies. The partnership seeks to accelerate the deployment of AI infrastructure by addressing the extended development cycles and capital...

Three stocks that each tumbled 11% on Friday could bounce back, sooner than you think.

An American semiconductor giant has unveiled plans to invest £2bn in Britain to build new AI supercomputers.

The initiative includes partnerships spanning supercomputing, photonic networking and scientific research.

U.S. stock markets closed sharply lower on Friday following large-scale profit-taking on AI-powered semiconductor stocks.

Nvidia CEO Jensen Huang indicated that AI-linked stocks were at a discount, presenting a buying opportunity.

A shift in the way artificial intelligence data centers work is bringing an unexpected technology back into a leading role.

News Highlights: £2bn investment over five years to support advanced computing, scientific research and workforce development across the United Kingdom.New strategic partnerships with Imperial College London and Oriole Networks will help advance AI, quantum and next-generation computing research.AMD and Dell Technologies are supporting the University of Cambridge's Zenith AI supercomputer and Sunrise fusion AI system, helping expand the UK's sovereign AI infrastructure.AMD Instinct™ GPUs, AMD EP

Investing.com -- U.S. President Donald Trump said Friday his team is exploring the idea of AI companies giving the American public a stake in their firms, and that he plans to host a meeting with AI executives as soon as next week.

The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.

And the stock jumped again in June with an endorsement from Jensen Huang.

Wondering if Advanced Micro Devices at around US$466 per share still offers value after such a strong run, or if most of the upside is already priced in. The stock is down 9.6% over the past week, up 2.5% over the past month, and has returned 108.7% year to date and 301.4% over the past year, which naturally raises questions about how much risk you are now taking for each extra % of potential return. Recent headlines have focused on Advanced Micro Devices as a key player in high performance...

Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Big Company Stocks to Buy Right Now. On June 1, TD Cowen lifted its price target on the company’s stock to $600 from $500 and maintained a “Buy” rating on the shares post meeting with management. As per the analyst, Advanced Micro Devices, Inc. (NASDAQ:AMD) demonstrated a […]

The chipmaker's business is firing on all cylinders, but the recent pullback raises a familiar question for investors.

There's more to AI chips than Nvidia. Both of these contenders have much to offer, but one is a clear winner moving forward.

The partnership between Nvidia and Marvell could be quite lucrative for both companies.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...

Instead of just selling chips via traditional cycles, Broadcom (AVGO) is partnering with Apollo, Blackstone, and other investors on alternative financing structures to fund large-scale AI hardware production. This shifts the business from a transactional component supplier into a vertically scaled, long-term silicon partner.

Tech stocks plunged Friday amid rising bond yields and concerns about the massive growth expectations that have been fueling the AI trade .

This is an AI hyper-growth chapter for Broadcom. The company supplies custom AI accelerators and networking chips to a core group of customers, including Google.

Major stock indexes fell sharply after a strong jobs report set the stage for the Federal Reserve to hike rates.

Before the stock took off, management was explaining a fundamental shift in AI that the market seemed to be underestimating.