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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) […]
The valuation milestone raises the return required from AMD's transition toward complete computing systems.
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.
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"...
UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.
It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.
AMD just crossed a milestone that chip investors rarely live to see twice, and Wall Street is still scrambling to catch up. Here is the specific scenario that puts shares at a number most analysts haven't dared to publish.
Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.
Nvidia just posted triple-digit revenue growth and Jensen Huang says the company can only fulfill 70% of demand, yet the stock still trades well below where the math points. Three converging forces suggest the gap between current price and fair value may close faster than most investors expect.
AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap between the bulls racing to raise targets and the bears warning of a blow-off top has never been wider.
Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.
Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble.
The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.
Former Intel CEO Pat Gelsinger is backing a startup that thinks AI’s next bottleneck is not the accelerator. It is everything waiting for data to arrive. Delos Data announced on September 15 that it raised more than $100 million to develop networking chips and software for increasingly heterogeneous AI data centers. Playground Global, where Gelsinger […]
Intel sold control of Altera last year. Now the programmable-chip company is heading back toward the public market just as AI gives investors a new reason to care about FPGAs. Altera said on September 15 that it confidentially filed for a U.S. IPO. Reuters previously reported that the offering could raise more than $2 billion. […]
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