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AMD has surged nearly 200% in a year, and the Helios GPU ramp is just getting started, but a stretched valuation and export policy risks mean the next move could break either way in a hurry.
On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion. The firm joined a broader wave of tech-sector fundraising for AI investment just days after rival Intel Corporation (NASDAQ:INTC) raised $20 billion in an upsized stock offering. Why This Matters Both chip […]
AMD is riding the next wave of AI chip demand.
AMD and Marvell have both performed well over the past year.
Ark bought $17.2 million of Cerebras shares.
QCOM is expanding its edge AI footprint with Arduino VENTUNO Q, bringing real-time AI computing to robotics, automation and smart cities.
Taiwan Semiconductor powers every major AI chip on the planet, yet its stock trades at a fraction of the valuations enjoyed by its own customers. Whether that discount closes or widens in 2027 depends on three things going right simultaneously.
A single wire report about a government cash account nobody was watching sent AMD, Marvell, and Micron surging overnight, and the reason explains exactly why the same trade can unwind just as fast.
AMD's surging Data Center demand and stronger technical momentum give it an edge over Broadcom, despite both benefiting from AI growth.
Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about Nvidia's (NVDA) biggest competition in AI data centers, as he anticipates the company's market share could fall to 70% from 90% over the next two years.
Some of the loftiest AI price targets on Wall Street may prove difficult to reach.
Advanced Micro Devices (NasdaqGS:AMD) introduced TRACE, an open specification for verifiable AI runtime evidence, now under Linux Foundation governance. TRACE is designed as a vendor neutral, hardware enforced standard to support trusted and transparent AI workloads across enterprise and sovereign infrastructure. Separately, Anjuna Seaglass confidential computing is rolling out on AMD EPYC CPUs using AMD Secure Virtualization to protect sensitive on premises data. The two initiatives target...
The chipmaker is set to be a prime beneficiary of the agentic AI-driven boom in CPU sales.
The chipmaker picked memory capacity as its weapon for the next round of the AI hardware fight -- just as memory prices climb across the chip industry.
The chipmaker is exceeding the guidance management provided last year.
A second AI growth engine could reshape AMD's earnings outlook
A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.
Agentic AI could reshape demand for server CPUs.
Raymond James argues that agentic AI will make CPUs more valuable--not obsolete--inside enormous accelerator clusters.
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.
Another bullish call on Nvidia rival AMD.
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