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↘️ SpaceX (SPCX): Shares of Elon Musk's rocket company declined 3% premarket, setting up the stock for its third straight session of declines since it began trading publicly a little over a week ago. ↗️ Intel (INTC): Shares in the tech giant climbed 4% premarket.
Nvidia was edging down early on Monday as investors assess the latest news around U.S.-Iran peace talks.
Both chipmakers have soared on the AI boom, but only one looks like the clearer buy at today's prices.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Earlier this week, TD SYNNEX expanded its role in artificial intelligence and security distribution by adding new independent software vendor solutions to the HPE Unleash AI portfolio and collaborating with EigenQ to help AMD EPYC-based environments prepare for post-quantum security requirements. Together, these moves deepen TD SYNNEX’s position at the intersection of AI infrastructure and quantum-resilient cybersecurity, areas that many enterprise and public-sector buyers are actively...
Rackspace Technology and Advanced Micro Devices have signed a massive agreement to deploy artificial intelligence computing power for regulated enterprises.
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Adeia Inc (NASDAQ:ADEA) ranks #9 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics […]
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA), whose GPUs became the gold standard for training and running ... Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Astera Labs Inc. (NASDAQ:ALAB) is one of the fastest-growing AI infrastructure stocks to buy. On June 3, 2026, Astera Labs said it had expanded its Taiwan operations and Cloud-Scale Interop Lab, strengthening engineering, operations, and coordination with customers and ecosystem partners in one of the world’s key semiconductor supply-chain hubs. For AI infrastructure, time to […]
At $507.29, Advanced Micro Devices (NASDAQ:AMD) screens as fully valued, with a more attractive risk/reward profile emerging only on a macro-induced, index-wide technical pullback at or below $440. The stock is pressed against record territory just as Kevin Warsh gavels in his first Fed meeting. Systemic multiple compression could mask AMD’s enterprise market share gains ... Buy, Hold, or Sell: AMD Rested Near All-Time Highs as Kevin Warsh Opened His First Fed Meeting. Is AMD Stock a Buy at $507
Broadcom's AI chip business is growing at an extraordinarily fast pace, but another large part of the company's business is getting ready to accelerate.
MEXC has introduced nine Ondo tokenized stock trading pairs on its platform, providing users with on-chain access to real-world equity exposure in critical technology sectors, including AI, semiconductors, and optical communications. This development highlights the inclusion of AI inference hardware company Cerebras Systems and companies like Corning in optical communications. The tokens are managed by licensed broker-dealers, offering benefits such as 24/7 accessibility without geographical...
The companies offer key chips that power AI.
President Donald Trump announced an Apple-Intel chip partnership as his administration pushes to bring semiconductor manufacturing back to the U.S. and reduce China reliance.
Lisa Su turned Advanced Micro Devices into the Comeback Kid of tech. Before she took the reins in 2014, the chip maker was a perennial also-ran, lagging behind competitors Nvidia and Intel But since her first full year as CEO in 2015, sales have grown at a 24% annual rate—and by 38% in the most recent quarter. Where once AMD chips were the second choice, they are now competitive in the data-center arena, the fastest-growing semiconductor market.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the Dividend Stock Portfolio: Top 10 Stocks to Buy According to Reddit. On June 17, Bernstein raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $600 from $525. It reiterated an Outperform rating on the stock. The firm expects AMD to benefit from stronger demand […]
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry's old boom-and-bust habits.
Amazon Web Services, the company’s cloud-computing arm, has opened discussions with potential customers looking to use its custom Trainium chips.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best growth stocks to buy, according to billionaire Ray Dalio’s Bridgewater Associates. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology (NASDAQ:RXT) finalized a binding agreement for the phased deployment of 30 MW of AMD‑based compute across Rackspace’s global data centers, beginning in late 2026 […]
As AMD chases a multi-billion dollar AI future, it has stopped celebrating a key profitability metric, a quiet signal that the company's next wave of growth will be a different, lower-margin bet.
Rackspace technology has signed a deal with AMD while also announcing layoffs.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
AMD has likely risen too far, too fast.
Advanced Micro Devices (NasdaqGS:AMD) has agreed to acquire MEXT, an AI native memory optimization company focused on data center workloads. The deal targets memory bottlenecks in enterprise and cloud AI environments, with MEXT's technology expected to be integrated into AMD's data center portfolio. The acquisition supports AMD's push to build a more complete AI infrastructure stack across both hardware and software layers. Advanced Micro Devices enters this deal with strong recent stock...
<body><p>STORY: ::Intel</p><p>::Archive</p><p>Shares of Intel rose as much as nearly 12% on Thursday, after U.S. President Donald Trump said the company would partner with Apple on chip design and production...</p><p>:: Intel</p><p>in what would be a major boost for Intel's efforts to turn around its business. </p><p>A contract with Apple would lock in steady demand from the iPhone maker, boosting Intel's reputation and sales as it looks to close the gap with rival TSMC, the world's biggest contract chipmaker.</p><p>::Archive</p><p>::AMD</p><p>For Apple, the deal would help diversify its manufacturing base and add chip capacity at a time when TSMC, its key partner, has been stretched thin by surging demand from AI chip-making clients such as Nvidia and AMD.</p><p>Trump's social media post about the agreement did not specify which chips Intel would make for Apple.</p><p>The president said it was his latest effort to help Intel, in which the U.S. government has a 10% stake.</p><p>::Archive</p><p>The Trump administration has been stepping up efforts to secure U.S. supply chains for semiconductors and critical minerals, including taking equity stakes in companies to reduce reliance on China.</p><p>Apple and Intel did not immediately respond to Reuters requests for comment.</p></body>
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