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Between Nvidia (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), which chip stock stands out among the rest? Yahoo Finance Executive Editor Brian Sozzi is joined by Markets and Data Editor Jared Blikre, Senior Business Reporter Ines Ferré, and Portfolio Wealth Advisors president and CIO Lee Munson to share their thoughts on these leaders within the AI chip space.
The chipmaker's data center revenue surged 57% year over year, driving the latest leg of a remarkable rally.
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]
Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.
Seaport Research Partners upgrades shares of Texas Instruments to Buy from Neutral and sets a price target of $400.
Laffer Tengler Investments CEO and CIO Nancy Tengler joins Yahoo Finance to explain why she's bullish on DR Horton (DHI) and Home Depot. (HD)
AMD Doubles Down on AI Infrastructure With $10B Investment
Lisa Su says stronger demand is tightening the global CPU market.
Micron Technology, Inc. (NASDAQ:MU) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 18, Melius Research raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) from $700 to $1,100 and maintained a Buy rating. The firm noted that they remain optimistic regarding their long-term conviction in memory chips and […]
Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company.
Advanced Micro Devices, Inc. (AMD) has initiated a significant production ramp of its 6th Generation EPYC processors, codenamed "Venice," utilizing TSMC’s cutting-edge 2nm process technology. This development is marked as a critical milestone, signifying the first high-performance computing product to enter production using this advanced technology. The collaboration between AMD and TSMC is set to bolster the next generation of AI infrastructure, as the demand for accelerated AI workloads...
Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.
Investors continued to bet on AI infrastructure growth despite recent market volatility.
3M (NYSE:MMM) has joined a multi source agreement with major technology companies to standardize expanded beam optical connectivity for AI infrastructure. The alliance includes firms such as AMD, Cisco, Meta, and Oracle, and targets open, interoperable specifications for hyperscale data centers. The agreement focuses on accelerating deployment of next generation optical interconnects that support robust, scalable AI systems. For investors watching NYSE:MMM, this move comes with the stock...
A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings.
↗️↘️Estee Lauder (EL): The U.S. cosmetics giant and Spanish beauty group Puig (ES:PUIG) said they have terminated discussions of a potential business combination, ending speculation that the two could create one of the world’s largest beauty companies.
Rising AI demand pushes AMD to secure more Taiwan supply.
AMD CEO Lisa Su said that the company is working with its vendors in Taiwan to ramp up production amid a stronger-than-expected demand for CPUs.
Is it too late to jump on the bandwagon?
OpenAI will soon file confidentially to go public. Here's what it means for investors.
Advanced Micro Devices CEO Lisa Su said on Friday in Taipei that the company was asking its partners to ramp up production given strong demand for AI. AMD is a major customer of TSMC, the world's largest contract chipmaker. (Reporting by Wen-Yee Lee; Writing by Ben Blanchard; Editing by Jacqueline Wong)
Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, Amkor said on Thursday. Earlier this week, Amkor said it had secured 67 additional acres of land in Arizona next to a 104-acre parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and those packaging steps have become a key bottleneck in chip production.
Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...
Shares of Intel (NASDAQ:INTC) are trading near $119 in Thursday afternoon action, essentially flat on the session, while Advanced Micro Devices (NASDAQ:AMD) stock hovers near $446, down only slightly. The headline today isn’t the tape; it’s the scoreboard year-to-date. Intel stock has returned 222% in 2026 so far, roughly twice AMD stock’s 108% gain. That’s ... Intel Has Doubled AMD’s 2026 Gains. Is It Time to Rebalance Your Chip Stocks?
AMD is expanding Taiwan partnerships and packaging capacity as AI infrastructure demand rises.
Intuitive Surgical’s da Vinci 5 surgical platform, which began shipping in earnest on April 1, 2026, runs on 10,000 times the computing power of the da Vinci Xi and was co-engineered with NVIDIA’s Isaac platform. That is a working hospital robot, on the floor, today, that needed an AI compute stack nobody had five years ... Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out
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