News

AMD upgraded by Raymond James citing agentic AI demand growth.

Cathie Wood Makes a Bold AI Chip Rotation From AMD to Broadcom

NVIDIA's blowout results, stronger profitability and CUDA advantage give it an edge over AMD as AI spending accelerates.

Cerebras gains the edge over AMD with faster growth, $25.4B in RPOs and expanding AI capacity, despite profitability and customer concentration risks.

AVGO's AI semiconductor growth is accelerating on custom XPU and networking demand, even as NVIDIA and AMD intensify competition.

AMD is adding native UCIe 1.1 to select Versal adaptive SoCs, expanding chiplet connectivity for AI, networking and embedded applications.

Anthropic apparently chose a winner in the AI-chip war between NVDA and AMD, and it’s both of them. Reuters reported on August 26, citing a person familiar with the matter after Bloomberg broke the news, that Anthropic will spend $45 billion over six years to rent Nvidia Vera Rubin computing capacity from Nscale’s planned West […]

AMD's $40 Million Insider Selling Spree Raises Fresh Questions for Investors

Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector.

Rising memory prices explain the earnings; the multiyear contracts Micron signed on the back of them are what the price now depends on.

What looks like a valuation argument is really a delivery schedule with named customers attached, plus one assumption about margins.

NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits will get worse before it gets better.

Nvidia (NVDA) posted another blockbuster quarter, with revenue of $96.2 billion, up 106% year over year, and net income more than doubling from the same quarter last year - and the growth looks set to hold up. Management guided to roughly 70% revenue growth for fiscal 2028, a number the company says is being constrained by supply, particularly memory and packaging capacity. While the growth forecasts are strong on their own, two underlying trends from the earnings call suggest the AI demand wave

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

AMD and INTC have outperformed NVDA in 2026 as AI infrastructure expands, with strong data center growth and significant upside potential.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Bookings are growing fast and it’s only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.

Chip and AI-linked stocks gained in sympathy after Nvidia’s Q2 report.

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 wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

Nvidia's (NVDA) fiscal second-quarter results more than doubled from a year ago and topped Wall Stre

Nvidia (NVDA) delivered a strong quarter, beating Wall Street expectations and offering a stronger-than-expected outlook. But with the AI trade already priced for near-perfection, even another blowout may not be enough to move investors. Seaport Research Partners senior analyst Jay Goldberg joins Josh Lipton on Asking for a Trend to explain why Nvidia’s impressive results could ultimately be a “nobody is going to care” moment for the stock.

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.

AMD could be the AI industry’s best escape route from Nvidia.

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.

AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either way in a hurry.

On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion. The firm joined a broader wave of tech-sector fundraising for AI investment just days after rival Intel Corporation (NASDAQ:INTC) raised $20 billion in an upsized stock offering. Why This Matters Both chip […]

AMD is riding the next wave of AI chip demand.

AMD and Marvell have both performed well over the past year.