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Tesla Inc. CEO Elon Musk has said that Space Exploration Technologies Corp.‘s AI model Grok will be available in Tesla vehicles. Grok on Tesla Vehicles Can Clear Inboxes and More In a post on X on Tuesday, Tesla’s official handle...
AMD's stock has gotten very expensive.
Taiwan chip exports hit a record $30.8 billion as AMD and Micron break out of the triangles that capped them since July.
Crossing the milestone rewards AMD's broader stack while increasing the expectations attached to every AI deployment.
NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.
AMD stock broke out past its latest buy point this past week. Shares are at the top of their buying range.
D A Davidson’s Gil Luria joins Kristen Scholer on NYSE Live to discuss What Trump Xi Summit Means for AI
NVDA's $279B supply commitments aim to support Blackwell and Vera Rubin production, but demand shifts and excess inventory remain key risks.
Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]
A recent JPMorgan report helped quantify just how much. Wednesday evening, JPMorgan analyst Arun Jain published his list of “most hyped stocks on social media.” SpaceX checked in at number four, behind Lithium Americas Boyd Gaming and Advanced Micro Devices Insight Digital Partners II Rocket Lab Meta Platforms Kodiak AI, Atlas Energy Solutions and Micron Technology rounded out the top 10.
AMD just crossed a threshold only one other chip company has ever reached, but the rally into that milestone raises a harder question about what the stock is actually worth from here.
Intel has outperformed AMD over the past year, but the future could be different.
Former Fidelity fund manager George Noble says the artificial intelligence boom looks like "dot-com and subprime all merged in one," warning that massive spending on AI may fail to generate adequate returns. "Show me the ROI," Noble told "Big Short"...
The chip giant has split its stock six times -- but not once in 26 years, and not once under the CEO who took the shares from about $3 to more than $600.
Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.
Bullishness abounds about the company as it achieves a major milestone.
Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price. One answer is sitting inside Oracle Corporation (NYSE:ORCL): Oracle and Advanced Micro Devices, Inc. (NASDAQ:AMD) […]
HPE vs. AMD: Which Stock Is the Better Value Option?
AMD and Arm both just posted earnings that position them as the backbone of agentic AI computing, but their paths into the same data center could not be more different. One is booking record revenue while the other bets its future on a chip that has yet to ship.
Commercial launch of ReefIQ data platform marks a strategic pivot for MindWalk Holdings Corp. (NASDAQ:HYFT). In its first quarter FY27 report, the company also highlighted its transition toward platform-based recurring revenues. It posted C$3.8 million in revenue, up 21.3% compared to the same period last year. Gross profit of C$2.2 million represented a 47.1% year-over-year […]
A top strategist just structured a trade on AMD that stops paying him the moment his own price target is hit, and that contradiction reveals something important about where this stock actually goes from here.
Advanced Micro Devices (AMD) has stopped leading with the problem that opened its call a year ago. That problem was keeping one of its accelerators out of China. The latest call was fiscal Q2 2026. This time, management did not lead with the subject at all. So what was AMD leading with back then.
One Magnificent Seven stock is quietly building a case that its biggest gains still lie ahead, and the math behind a potential doubling of your investment by 2027 is harder to dismiss than you might expect.
Yahoo Finance Executive Editor Brian Sozzi shares his thoughts on the impact of Meta's (META) Muse AI agent on the broader stock market.
Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global’s latest 13F showed the fund opened nine new positions during the quarter, including two major AI names. The largest of them is Cerebras Systems Inc. (NASDAQ:CBRS). […]
By Johann M Cherian and Avinash P Sept 23 (Reuters) - Wall Street's main indexes fell on Wednesday, as crude oil prices resumed their uptrend and bond yields gained, while investors awaited a
Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis to actually work.
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