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This Week In AI Chips - AI Model NV2 Revolutionizes Business Interactions and Productivity
Simply Wall St.108d agoneutral
This Week In AI Chips - AI Model NV2 Revolutionizes Business Interactions and Productivity

Napster has introduced the NV2, a new real-time conversational video model aimed at making multimodal video agents more accessible and affordable for businesses of all sizes. Offering full HD, 30 FPS video at a cost significantly lower than current industry standards, NV2 is set to democratize the use of synthetic coworkers capable of executing complex tasks and engaging with clients. This innovation represents a shift towards more widespread adoption of embodied AI in business, potentially...

Bloomberg108d agoneutral
TSMC’s Monthly Sales Rise 30% Thanks to Sustained AI Chip Demand

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.108d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Broader Market Settles Lower as Chip Stocks Sink
Barchart108d agoneutral
Broader Market Settles Lower as Chip Stocks Sink

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.12%. June E-mini S&P futures (ESM26 ) fell -0.36%, and June E-mini Nasdaq futures...

AMD’s UK AI Supercomputers Put Sovereign And Research Role In Focus
Simply Wall St.108d agoneutral
AMD’s UK AI Supercomputers Put Sovereign And Research Role In Focus

AMD (NasdaqGS:AMD) has announced a multi billion pound investment in AI supercomputers and related infrastructure in the UK. The plan includes partnerships with Dell, the University of Cambridge, UK Atomic Energy Authority, Imperial College, and Oriole Networks. The projects aim to support sovereign AI capabilities, fusion research, and national computing capacity for science and industry. For investors tracking semiconductor and AI infrastructure companies, this move puts AMD's UK presence...

AMD Sinks 9%, Intel Slides 8% as Chip Stocks Pull the NASDAQ 100 Down
24/7 Wall St.108d agoneutral
AMD Sinks 9%, Intel Slides 8% as Chip Stocks Pull the NASDAQ 100 Down

Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while Intel stock is hovering around $101.50. The selling is broad-based. The Invesco QQQ Trust (NASDAQ:QQQ), which tracks the NASDAQ 100, is off 3% on the day as ... AMD Sinks 9%, Intel Slides 8% as Chip Stocks Pull the NASDAQ 100 Down

AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next
24/7 Wall St.108d agoneutral
AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOs
Yahoo Finance Video108d agoneutralVIDEO
Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOs

MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.