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.
AMD stock has pulled back over the past few months, falling from a high of $584.90 in June to around $456 currently. During this correction, the stock has gradually formed a bullish flag pattern, sugg...
Cathie Wood has spent years backing challengers to dominant technology companies, but her latest semiconductor move leaned firmly towards the market leader. ARK Invest sold about $72.8 million of AMD ...
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening or if the gap is as wide as ever.
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant is actually winning the AI era.
AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real gains are still ahead or already behind us.
Intel and AMD stocks fell on Tuesday as US equities started September on a weaker note, with semiconductor shares among those facing renewed pressure. The S&P 500 declined 0.4%, while the Nasdaq Compo...
AMD has already surged triple digits this year while Alphabet trades at a bargain valuation despite exploding cloud growth, and choosing between them now could define your AI portfolio returns through 2030.
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI growth bets.
ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position
Nvidia, the world's largest company, began outperforming rival Advanced Micro Devices in early July.
Nvidia, AMD and Intel stocks fell in Friday premarket trading as investors took money off the table less than 24 hours after Nvidia's blockbuster earnings sparked a semiconductor rally. Nvidia and AMD...
Nvidia's blowout earnings gave semiconductor stocks a lift on Thursday, after the world's leading AI chipmaker projected 70% revenue growth for fiscal 2028 and signaled that demand for artificial inte...
Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector.
NVIDIA just posted the kind of earnings beat that lifts an entire sector, but the same force powering its revenue growth is quietly eating into its margins in a way management admits will get worse before it gets better.
AMD's equity investment and joint development deal with Nutanix, alongside rising analyst price targets and strong institutional buying, underpin the case for NTNX stock's continued rally.
August 2026 has proven to be a busy insider trading month for multiple prominent technology companies, and Advanced Micro Devices … Continue reading The post Monster insider trading alert for AMD stock appeared first on Finbold.
Bookings are growing fast and it's only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.
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.
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 and Intel stocks edged higher in Wednesday premarket trading as investors returned to semiconductor names ahead of Nvidia's earnings report. AMD gained 0.4% and Intel about 0.6%, while European ch...
Shares of Advanced Micro Devices were climbing Tuesday after an analyst upgraded the stock and highlighted the company's strength over competitors in the booming market for server central processing u...
As Advanced Micro Devices Inc. (NASDAQ: AMD) stock surged over 113% year-to-date (YTD) propelled by the Artificial Intelligence (AI) boom, … Continue reading The post Wall Street analyst upgrades Advanced Micro Devices stock price target appeared first on Finbold.
Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.
Nvidia just posted numbers that suggest an unbreakable grip on AI infrastructure, yet AMD's biggest customers are quietly placing gigawatt-scale bets on a rival platform. What that split reveals about who actually controls the next buildout cycle matters far more than the revenue gap.
Wall Street is making bold moves Tuesday, upgrading AMD and shaking up fintech names like Klarna and Shift4 while fresh initiations hit Fortune Brands and Jersey Mike's. Find out which stocks analysts are backing and which they are walking away from.
Stock futures were rising early Tuesday as the tech sector, and chip stocks in particular, looked set to rebound.
NVIDIA's upcoming fiscal Q2 2027 earnings and guidance could ripple across the AI trade, with AMD, Broadcom and Micron all tied to its results in different ways.
Intel and AMD shares fell on Monday as semiconductor stocks came under heavy selling ahead of Nvidia's closely watched quarterly results. The decline was concentrated in chip stocks, with the iShares ...
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a crack in Lisa Su's ambitions or just the cost of competing in a market built on scarcity and politics.
AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.
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