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Advanced Micro Devices Inc. (NASDAQ:AMD) fell 5% Tuesday, with Broadcom Inc. (NASDAQ:AVGO) and Meta Platforms Inc. (NASDAQ:META) both around 3% and NVIDIA Corp. (NASDAQ:NVDA) off 2%, as the 30-year Treasury yield hit its highest level since 2007. This is not...
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.
A TPU partnership would reshape custom silicon.
Nvidia stock was slipping early Tuesday amid headwinds for the entire semiconductor sector. Nvidia shares were down around 2.6% in late-morning trading. Meanwhile, Wood sold 25,917 shares of AMD across largely the same funds.
Nvidia stock was slipping early Tuesday amid headwinds for the entire semiconductor sector. Nvidia shares were down around 2% in early trading. Meanwhile, Wood sold 25,917 shares of AMD across largely the same funds.
Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall Street.
The transactions extend a recent pattern of ARK increasing its exposure to Nvidia while selectively reducing its AMD holdings.
Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI deployments and is built around AMD’s MI series accelerators. The partnership with Spectro Cloud and Supermicro focuses on simplifying rollout of enterprise AI infrastructure for corporate IT teams. For readers looking to compare AMD’s move with other companies building out AI infrastructure,...
Microsoft and AMD are deepening their relationship.
AMD's year-over-year growth is accelerating while monday.com's is slowing, but the latter posted consistent quarter-over-quarter revenue increases.
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 ...
Penguin Solutions (NASDAQ:PENG) is positioning its business around a full-stack “AI factory” platform that combines infrastructure, memory technology, software and managed services, Senior Vice President of Global Marketing Mark Adams said during Rosenblatt Securities’ Sixth Annual Age of AI Scaling
Synopsys is heading toward its next earnings release as its expansion strategies aim to reignite momentum following recent stock weakness.
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 ...
Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]
Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook.
The chipmaker taps debt markets as AI spending grows.
AMD Stock Slides After Chipmaker Sets Terms for Massive $4.75 Billion Debt Sale
A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting billions on the AI chip race.
AMD's expanding ambitions are reshaping its balance-sheet strategy
Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and Wall Street is watching closely to see if the smartest money in the room still has the right timing.
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already priced for perfection.