10 articles tagged
Advanced Micro Devices has doubled its forecast for the AI data center market to $1 trillion and announced key partnerships, signaling a serious challenge to Nvidia.
Investors are preparing for a major earnings week, with AMD, Uber, Palantir, and Shopify set to report. Options markets are pricing in significant volatility.
Advanced Micro Devices (AMD) is set for a major investor update, with markets focused on its AI strategy, product roadmap, and financial forecasts.
Cathie Wood's ARK Invest made major portfolio changes, buying over $6.18 million in Baidu stock while selling large stakes in Shopify, AMD, and Palantir.
U.S. markets hit record highs Friday, driven by a positive inflation report and strong corporate earnings. Ford shares soared over 12%, while Deckers Outdoor plunged on a weak outlook.
Investment firm TD Cowen raised its price target for AMD to $270 from $195, citing a landmark partnership with artificial intelligence leader OpenAI.
Major U.S. indexes, including the Dow and S&P 500, fell over 1% after the White House threatened new tariffs on China, hitting semiconductor stocks hardest.
A major deal for AMD to supply OpenAI with AI chips is boosting stocks of partner companies, with analysts highlighting firms like Super Micro and Dell as key winners.
Intel stock reached an 18-month high, doubling since its April 2025 low, driven by potential AMD chip manufacturing talks and significant investments. Key technical indicators confirm strong upward mo
Nvidia and Intel have formed a strategic alliance to develop custom chips, backed by a $5 billion investment from Nvidia. The move creates a new competitive challenge for AMD.
