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Susquehanna raised its price target on AMD.
While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.
Intel shares soar as TSMC takes on its AI chip packaging technology
The booming demand for server CPUs and AMD's solid market share suggest that this chip designer still has multibagger potential.
AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.
One manufacturing bottleneck is becoming a crucial battleground
AVGO's AI accelerators and networking drive record semiconductor growth, while strong bookings and long-term deals support momentum into fiscal 2027.
NVIDIA and AMD both beat earnings and both leaned hard into AI infrastructure, but the story of who actually wins from the hyperscaler buildout is more complicated than the headlines suggest.
China’s breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc. (NASDAQ:AMD) despite strong fundamentals. An announcement from a manufacturing facility in Shanghai on July 27, 2026, caused a severe summer downturn for the AI semiconductor market. State-supported Shanghai Aishengna reported the production of homegrown immersion deep ultraviolet (DUV) […]
AMD, Broadcom, and Arm just handed investors a rare pullback inside one of the most aggressive AI spending cycles on record. Whether that dip signals a buying opportunity or a warning depends on which risks you think the market is still ignoring.
AMD Stock Surges After Bullish Analyst Sees More AI Upside
Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.
NVIDIA just broke a key price floor on its worst week in months, yet one Wall Street analyst is pounding the table harder than ever with a target that would make most bulls blush.
The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at the exact point where their fear turns into revenue.
The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.
AMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock cratered nearly 20% in a month while its closest rivals barely flinched. One analyst sees a path to 190% gains from here, and the hyperscale commitments backing that call are harder to dismiss than the price action suggests.
Here is how Advanced Micro Devices (AMD) and ams-OSRAM AG Unsponsored ADR (AMSSY) have performed compared to their sector so far this year.
Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls
Besides Wall Street's top-and-bottom-line estimates for Advanced Micro (AMD), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.
Intel and AMD dominate the server CPU market, but Nvidia seems to be becoming an influential player in this space.
A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.
According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.