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Advanced Micro Devices Inc. is preparing to raise up to $5 billion in its largest-ever investment-grade debt offering to fund capital demands driven by the rapid growth of artificial intelligence.
Advanced Micro Devices on Thursday launched a four-part debt offering that could raise between $4 billion and $5 billion, according to terms reviewed by Reuters, as the chipmaker looks to fund general corporate purposes and potentially repay existing debt. The offering includes senior unsecured notes due in 2029, 2031, 2033 and 2036. Initial price discussions were set at about 70 basis points over U.S. Treasuries for the 3-year notes, 90 basis points for the 5-year tranche, 100 basis points for the 7-year notes and 115 basis points for the 10-year debt.
Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new
Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.
Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
SpaceX just pledged its AI chip loyalty to Nvidia, leaving AMD on the outside looking in. Whether Lisa Su has a smart counter-move or just a shrinking customer list depends on what happens next.
Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers.
Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps getting pressed.
AMD’s second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter’s results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted “record server CPU revenue” and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ran
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories.
Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off
AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve.
AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.
Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD’s client and […]
The next leg of the rebound may be more selective
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.
Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.
Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday
Super Micro's outlook lifts chip stocks.
Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.
AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.
AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.
Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...
AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up.
MYR Group's AI, energy and electrification exposure, strong backlog and earnings growth make it a compelling infrastructure play.
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