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AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless execution.
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is whether that gap closes upward or the bears finally find their footing.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
Micron shares are back with some momentum.
↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.1% in the afternoon session after the company priced a $4.75 billion bond offering to fund its expansion into the artificial intelligence and data center markets, according to Bloomberg.
Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.
Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
The chipmaker's valuation is far higher than those of its peers.
Shares of Advanced Micro Devices could have plenty of runway as AI-driven computing is reshaping the server CPU market.
One chipmaker beat the index by a factor of 17 over ten years. The path there included a 55% single-year drop.
These chipmakers have crushed the S&P 500, but it's a close call when comparing them.
The chipmaker is sitting on $13 billion in cash and investments. Why the biggest debt sale in its history?
AMD stock has significantly outperformed Nvidia over the last year.
SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more than half a billion dollars into Elon Musk's company anyway. The reason has nothing to do with GPU contracts, and everything to do with where SpaceX is actually headed.
Investors looking to make the most of the AI-driven chip boom will do well to take a closer look at this foundry giant before it doubles over the next three years.
Three out of the five top stocks should more than double annual earnings. Nvidia is seen nearly doubling earnings this year.
Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]
Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...
Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
AMD's four-part bond offering gives the chipmaker additional financial flexibility as it expands its artificial-intelligence infrastructure business.
