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Customers are already using the new system. What’s coming in 2027 is far bigger.

Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar

ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position

The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.

Monday - Chipotle Mexican Grill assumed, downgraded to Neutral with a $40 price target

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Advanced Micro Devices Inc (NASDAQ:AMD) stock fell nearly 1% on Friday as investors weighed new semiconductor tariff risks that could raise costs across chips, data center servers and other technology hardware. Tariff Uncertainty Adds Risk For AI Hardware The Trump administration is reportedly considering new semiconductor tariffs that could extend beyond chips to products containing semiconductors, including laptops, gaming consoles and data center servers. Commerce Secretary Howard Lutnick rep

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

Nvidia—looking to beat analysts' already high expectations for the 15th quarter in a row—may be in league of its own in tech. But Wall Street sure isn't acting like it. The forward price to earnings ratio for shares of the world's most valuable company is dragging behind chip-makers and other large tech players, perhaps because of concerns about financing risks, long-term revenue generation, or expectations that are just too high.

The company nearly doubled its long-term non-handset target in June, while a faster Apple exit and a cost squeeze went straight into the near-term numbers.

Nvidia's stock isn't having its typical huge year.

Another bullish call on Nvidia rival AMD.

Investors, traders and speculators expect direction from the leaders of the AI revolution and the world's most important central bank.

Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.

Marvell Technology will reports earnings on Thursday. Wall Street wants more details on a recently announced agreement with Google.

Here’s what could be next for Nvidia stock.

Yahoo Finance Executive Editor Brian Sozzi breaks down Opening Bid's Stock of the Day, Nvidia (NVDA), ahead of the AI giant’s earnings report on Wednesday. Joined by B. Riley Wealth chief market strategist Art Hogan, Sozzi explores what everyday investors should be watching and how they should approach the highly anticipated call.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

The investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Find insight on Samsung , MPI and more in the latest Market Talks covering technology, media and telecom.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”

Uncertainty over the Middle East, inflation and the Fed has sent bond yields soaring — and created a big headache for tech stocks.

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap with Nvidia depends on a question nobody in the industry has answered yet.

JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...

Most investors watch what AMD builds. Fewer watch what it buys. A quarterly filing with the Securities and Exchange Commission just gave them a reason to look. Advanced Micro Devices (AMD) disclosed large equity stakes in two very different companies: Elon Musk's SpaceX (SPCX) and enterprise ...