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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...

Meta starts dismantling its $2 billion Manus acquisition after Beijing ordered the deal reversed.

Meta Platforms, Inc. (NASDAQ:META) carries a profit margin of 39.36% and net income of $60.46 billion (FY25), securing its place on our list of the most profitable blue chip stocks to buy according to hedge funds, with analysts seeing 41.10% upside for the stock. That profitability is supported by a business that continues to grow […]

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 […]

The most anticipated debut in years is now trading. The harder question is whether the entry point makes sense after a big first-day pop.

Regulatory and spending challenges shouldn't scare away investors.

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

The world's most important chipmaker just gave investors another reason to believe the AI boom is far from over.

FTSE Russell confirmed SpaceX will join the Russell 1000 and Russell Top 200 on June 26, with MSCI adding it to its standard and large-cap indexes on June 29.

Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower. The PHLX chip ... 3 Semiconductor Stocks to Buy While They Are Down in June

Huang views the ongoing semiconductor selloff as a prime buying opportunity.

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Meta Platforms (NASDAQ:META) ranks #8 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $111,310,180 Meta Platforms (NASDAQ:META) is down about 12% so far this year, with CapEx-related fears being the primary drag on the stock despite Mark Zuckerberg’s assurances that these […]

As AI token costs surge, Wells Fargo warns that hyperscalers like Meta and Microsoft could face growing pressure on the very technology driving their explosive growth.

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vistra (NYSE:VST) ranks #5 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 106 Top Pick Of: Stephen Mandel — Lone Pine Capital Vistra (NYSE:VST) is another AI stock billionaires can not get enough of. As demand for AI data […]

Chinese regulators ordered Meta Platforms (NasdaqGS:META) to unwind its planned US$2b acquisition of Manus AI, forcing a full separation of the businesses. The unwinding is reported as complete, with Meta blocked from ongoing access to Manus AI technology, talent, and data. The intervention marks an escalation in cross border tech oversight that directly affects Meta’s global AI acquisition and integration plans. Meta Platforms, the company behind Facebook, Instagram, WhatsApp, and Reality...

SpaceX roared into markets this past week with a valuation of more than $2 trillion, surpassing two members of Wall Street's "Magnificent Seven" and raising a key question: Does the Mag 7 name still fit? ‌And if not, what should replace it? The IPO, the biggest in U.S. history, vaulted SpaceX's value above two Mag 7 members: ‌CEO Elon Musk's other company, Tesla, and Meta Platforms. With SpaceX's arrival, "it becomes very hard to keep using Mag 7 as the clean shorthand for market leadership because one of the most important companies in the world would immediately be outside the label," said Shay Boloor, chief market strategist at Futurum Equities.

The science fiction is scary but jobs that require a physical presence, including the trades, are likely to prosper in the new labour world

Mark Zuckerberg admits Meta has 'made mistakes' during its AI-driven workforce overhaul that is expected to ultimately affect about 20% of employees.

A Citigroup sentiment indicator hasn’t shown this much market euphoria since the post-Covid rally of 2021. How long can it last?

Alphabet (GOOGL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong profitability, good cash flow, a low-debt to market cap structure, and good tailwinds. But is that enough.

A new report suggests the unit, which employs 6,500 people, is on the verge of revolt.

Meta is building an internal platform to track AI usage and spending in real time as it prepares for tighter budgeting and rising AI costs in the coming years.

By Anirban Sen, Nivedita Balu and Saeed Azhar NEW YORK, June 12 (Reuters) - A collective sigh of relief swept across Wall Street after trading for SpaceX’s landmark Nasdaq launch went smoothly,

The SpaceX initial public offering was expected to deliver exciting twists and turns, fireworks, and flare-ups—the kind of drama usually reserved for a summer thriller. The public debut of SpaceX—officially Space Exploration Technologies — portended different things to different investors but was significant for all. To others, it represented a gateway to an artificial intelligence-fueled utopia, in which SpaceX is worth trillions.

Did SpaceX just boot Tesla from the Magnificent Seven? With its first trading-day valuation of $2.1 trillion, SpaceX is worth more than Tesla ($1.8 trillion based on its fully diluted share count) and Meta Platforms. The top six U.S. companies by market value are now Nvidia, Alphabet, Apple, Microsoft, Amazon.com, and SpaceX.

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."

Meta CEO Mark Zuckerberg has ‌said that the social media ‌giant has made mistakes on its AI ​transformation, in an internal memo seen by Reuters. In the memo, Zuckerberg describes the rapid advances in AI ‌and the ⁠challenges bought on by the boom in the technology, ⁠as well as how it has affected the company. "Given the complexity ​of these ​changes, we've ​made mistakes and ‌will almost certainly make more," Zuckerberg said, adding that he is also "focused on providing as much stability as possible" going forward.

The Standard & Poor's 500 index rose 0.7% this week as the US edged closer to signing a peace deal w

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.