High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the […]
AMD (NASDAQ: AMD) has a 24/7 Wall St. price target of $600 over the next 12 months, with the stock currently trading at $447.58. That implies roughly roughly 34% upside, and we are rating the shares buy with high confidence. AMD now combines a hyperscaler-anchored AI roadmap, an inflecting CPU franchise, and guidance that just ... Will AMD Stock Reach $600 This Year? The Answer May Not Surprise You
Investment targets advanced packaging and rack-scale AI systems
QCOM's Snapdragon X Elite/Plus chips bring power efficiency and NPUs as Dell, HP, Lenovo and Microsoft roll out AI PCs.
AMD is moving to secure more capacity for next-generation AI infrastructure.
Nvidia (NVDA) delivered a clean Q1 beat and raise on all metrics, and its expected ramp of its Vera
Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.
Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects in data centers. The initiative targets reliability, scalability, and faster deployment of hyperscale AI infrastructure. Oracle enters this standards effort with NYSE:ORCL trading at around $188.16 and a 1 year return of 20.9%. Over 3...
Micron's AI memory surge is driving record results, while its lower P/E multiple than Advanced Micro Devices' makes it a better investment choice.
The chipmaker is deepening partnerships with Taiwanese firms on advanced packaging to support its Helios rack-scale AI platform
Advanced Micro Devices (NASDAQ:AMD) announced that it has started ramping production of its sixth-generation AMD EPYC processors, known by the codename “Venice,” using Taiwan Semiconductor Manufacturing Company’s 2-nanometer manufacturing process. AMD said the launch makes Venice the first high-performance computing processor in the industry to enter production using TSMC’s advanced 2nm process technology.
(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas
This article explores whether Advanced Micro Devices at US$447.58 is priced for perfection or still offers value, by examining what the current share price could be indicating. The stock has recorded returns of 0.5% over the past 7 days, 62.8% over the last 30 days, 100.3% year to date and 299.4% over the past year. These figures naturally raise questions about how much potential upside or risk is already reflected in the price. Recent coverage has highlighted Advanced Micro Devices as a key...
Shares of computer processor maker AMD (NASDAQ:AMD) fell 2.6% in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report.
🔎 Nvidia (NVDA): The chip giant reported record sales and income that beat analyst expectations, driven by demand for data-center computing and the rise of AI agents. Shares flitted between small gains and losses premarket.
The U.S. chip maker said it will use the investment to expand strategic partnerships in Taiwan and scale advanced packaging capability for AI infrastructure.
Advanced Micro Devices said on Thursday it would invest more than $10 billion across Taiwan's AI ecosystem and widen strategic partnerships as it looks to expand its manufacturing capabilities. The U.S. chip firm will collaborate with Taiwanese firms ASE and SPIL to develop more power-efficient technology for AI systems and processors, it said in a statement.
<body><p>STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth. </p><p>The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.</p><p>For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.</p><p>That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications. </p><p>Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.</p><p>He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.</p><p>He added that the company's new "Vera" central processors give it access to a $200 billion market.</p><p>Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.</p></body>
Riot Platforms (NasdaqCM:RIOT) is expanding its role in the AI value chain as AMD confirms a major 10 year AI infrastructure expansion at data centers operated by Riot. AMD plans to double its capacity at Riot facilities, signaling concrete AI related demand beyond Riot's core bitcoin mining business. Bernstein analysts have recently assigned outperform ratings, pointing to Riot's access to power rich data center hubs as a key advantage for AI workloads. For investors tracking...
It was generally a good day for tech hardware companies.
Nvidia stock fell late despite strong earnings. Elon Musk's SpaceX released its filing for a mammoth IP. Stocks rallied Wednesday as oil prices dived on Iran hopes.
(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi
Nvidia reported an earnings and revenue beat on Wednesday, but the stock was still in negative territory heading into the company's conference call with investors, which is scheduled to start at 5 p.m.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...
AMD (NasdaqGS:AMD) introduced Instinct MI350P PCIe GPUs, aimed at generative and agentic AI workloads in enterprise data centers. The GPUs are designed for air cooled, PCIe based servers to fit into existing data center infrastructure. Dell Technologies plans to begin initial deployments of the MI350P PCIe GPUs in its PowerEdge platforms starting July 2026. For investors watching AMD (NasdaqGS:AMD), the Instinct MI350P PCIe launch adds another piece to the company’s wider AI data center...
Cathie Wood built much of ARK's 2026 comeback on semiconductors. Now she keeps selling them. On Monday, May 18, her ARK Invest funds sold more than $28 million of Advanced Micro Devices (AMD) and Taiwan Semiconductor stock (TSM), two names that still rank among the top holdings in her flagship ...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
