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AMD is posting explosive AI growth, but one rival is quietly locking in the same hyperscaler customers through a strategy that could shrink AMD's market before anyone notices the ceiling.
Shares closed at $1,016.59 as chip stocks rallied and investors continued to bet on tight AI-memory supply
Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.
AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending […]
One segment doubled last quarter while everything else combined grew 8%. If rates anywhere close to those hold, 70% arrives before the ramp is done.
Nvidia is making a $12 billion move.
Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.
HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.
The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.
Both companies are delivering impressive revenue growth.
Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, is in talks to raise between $5 billion and $6 billion at a pre-money valuation of at least $40 billion. Nvidia is separately in discussions to invest approximately $2.5 billion, while existing backer Accel is reportedly in talks to lead the round. […]
The commitment covers the company's largest capital outlay, and now there is no second bidder for it.
Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best.
Strong demand for AMD’s AI accelerators and server CPUs, combined with an improving product mix, positions it to deliver solid growth.
Advanced Micro Devices (AMD) trades at about $456.16, and its option chain has already put numbers on how far the stock can travel from here. Over roughly the next 380 days that chain marks out a band running from $260 to $792.23. The width is what matters if you hold the shares. That is the risk you are carrying, whichever way it breaks.
Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of tech behind.
INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks.
Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.
SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
ARK Invest just loaded up on a rocket company trading at a fraction of SpaceX's valuation, and the timing raises a pointed question about whether the recent selloff is a warning sign or a once-in-a-cycle entry point.
ARK Invest shifted its semiconductor exposure after Nvidia's latest earnings, selling about $72.8 million of AMD while adding to Nvidia.
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one Jensen Huang left out of his press tour talking points.
Nvidia stock rose after it announced a $12.9 billion deal for Hugging Face. This is what's behind the move.
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
Advanced Micro Devices (NASDAQ:AMD) used its IFA 2026 presentation in Berlin to outline its vision for “personal AI,” introducing new high-memory Ryzen AI systems, a workstation concept and collaborations with Microsoft and SUSE intended to bring more AI workloads from cloud infrastructure to local
Nvidia's server CPU business is going to multiply over the next couple of years.
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