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A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu
Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi's Technology Conference, Michael
Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.
Invesco offers two funds tracking the exact same Nasdaq-100 stocks with the same management team, yet one of them quietly drains thousands of dollars from a long-term investor's portfolio. Knowing which ticker belongs in your account depends entirely on how you plan to use it.
AMD expects its data-center business to double in 2027 as AI GPU and server CPU demand accelerates.
AMD Stock Rallies on Massive AI Market Opportunity
The agreement validates demand beyond Nvidia while financing another competitor in AMD's target market.
Anthropic joins Meta and OpenAI as a named anchor customer
One enormous forecast just changed the market's expectations almost overnight
Advanced Micro Devices stock jumped over 6% following executive statements detailing a massive expansion in artificial intelligence infrastructure demand and an aggressive multi-year hardware rollout strategy.
Investors were piling into the chip designer after its CFO said that artificial-intelligence demand will drive a total market for AMD’s products to around $3 trillion in 2030.
Taiwan Semiconductor Manufacturing is the IBD Stock Of The Day. TSM stock hit an early-entry buy point on Tuesday.
Investing.com -- Advanced Micro Devices shares jumped roughly 7% on Tuesday after management outlined an aggressive artificial-intelligence growth strategy at the Citi Global TMT Conference, anchored by a new $2 trillion total addressable market estimate by 2030. At the core of AMD’s thesis is a pivotal shift in the AI landscape. Computing demand is rapidly transitioning from training large AI models to executing them—a process known as inference. According to Citi’s summary of the event, AMD ma
Intel’s stock jumped Tuesday after a report that it could raise prices in October.
Advanced Micro Devices (NASDAQ:AMD) executives said artificial intelligence demand is broadening beyond graphics processors to include server CPUs, AI PCs and adaptive computing, while the company prepares for a significant ramp of its MI450 accelerator platform and Helios rack-scale systems. Speak
AMD just posted its biggest AI revenue surge in years and already has a massive GPU deal with OpenAI, yet the stock has been sliding for a month. The path to $700 exists, but it depends on three very specific things going right.
INTC's new on-device AI agent could cut ASU football game preparation time by 15% to 20% while streamlining practice play-card creation.
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”. The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at […]
Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises uncomfortable questions about who really benefits from congressional oversight.
Broadcom is growing faster and is valued at a lower price.
Nvidia just crossed $5 trillion in market cap and posted triple-digit revenue growth, yet analysts argue the most powerful catalyst for the stock has not even hit full stride yet.
AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.
SMCI's AI-driven growth, record backlog, liquid-cooling capabilities and attractive valuations support its buy appeal.
AMD just announced a workstation that could pull sensitive AI workloads out of the cloud entirely, and the buyers it has in mind reveal exactly who stands to lose the most.
Nvidia just paid nearly $13 billion to own the platform where the open-source AI community lives, works, and distributes its models. The question is whether that community will stay or walk.
