Description: Jan 14 (Reuters) - U.S.

Description: On Jan. 14, 2026, investors weighed fresh AI server demand signals and foundry wins that sharpen the stakes of Intel’s turnaround.

Description: President Donald Trump enacted a new 25% tariff on “certain advanced computing chips” on Wednesday, according to a White House fact sheet. That includes Nvidia’s H200 chip and AMD’s MI325X. However, chips imported to support building up the US technological supply chain would be exempt.

Description: The levies apply to a “very narrow category” and codifies Trump’s plan to take a cut of chip sales to China. A broader tariff could still come.

Description: Investing.com -- U.S. President Donald Trump signed a proclamation on Wednesday imposing a 25% tariff on certain advanced computing chips, including the Nvidia H200 and AMD MI325X, as part of efforts to address national security concerns related to semiconductor imports.

Description: Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.

Description: Intel's Core Ultra Series 3 could be the key to the company's turnaround effort.

Description: By Alexandra Alper WASHINGTON, Jan 14 (Reuters) - U.S. lawmakers and former officials on Wednesday questioned President Donald Trump's decision to allow Nvidia to sell its second most powerful AI

Description: 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are kicking the New Year off in style with 12 trends for AI investors to watch in 2026. Over the course of 12 videos, the two will share their thoughts on everything from the memory explosion to software stocks to robotics. In this video, Eric focuses on the unexpected return of CPUs in 2026. The rise of AI agents and Reinforcement Learning Environments is creating enormous demand for CPUs. That could lead to significant pricing power for leading CPU companies like Intel (Nasdaq: INTC) and AMD (Nasdaq: AMD).

Description: AMD(Advanced Micro Devices) is set to announce its Q4 and full fiscal year 2025 report on February 3, 2026, after the market close. Ahead of this, the semiconductor company's shares are reacting to new research from analysts at KeyBanc. The company, under the leadership of CEO Lisa Su, has grown ...

Description: When Taiwan Semiconductor Manufacturing reports fourth-quarter earnings on Thursday, investors will be watching for the company’s comments on revenue and capital expenditure for clarity on where the boom in artificial-intelligence processors goes from here. TSMC is expected to report a net profit of 469.13 billion New Taiwan dollars ($14.86 billion), according to a FactSet poll of analysts’ estimates, up 25% from the same period a year ago. The Taiwanese chip manufacturer releases monthly revenue figures, which makes it easier for investors to calculate fourth-quarter revenue.

Description: AI Boom Boosts AMD Stock as Ryzen AI MAX+ 392 Tests Surface

Description: The AI Supply Chain Has a New Choke Point. Apple and Qualcomm Are Exposed

Description: The Trump administration had finalized the requirements for Nvidia to sell its H200 chips for the Chinese market.

Description: Qualcomm edges out Advanced Micro as the better buy in 2026, thanks to strong valuation, AI growth, and diversified chip demand.

Description: The Trump administration placed new security requirements on Nividia's semiconductor sales to China, but essentially greenlighted the export of its powerful H200 artificial intelligence chips to Chinese buyers. Nvidia must ensure that there is an adequate supply in the U.S., and the H200 chips must undergo a third-party review before being exported to China, according to new rules set by the Commerce Department's Bureau of Industry and Security. China won't be allowed to use the chips for military purposes and is not allowed to import more than 50% of the chips sold to U.S. customers.

Description: Demand for high-bandwidth memory is increasing exponentially, and Micron's investors will reap the reward.

Description: AMD could regain some AI market share from Nvidia.

Description: As AI inference shifts to local devices, AMD is ready.

Description: Multiple tailwinds are lifting Intel stock.

Description: Intel (INTC) stock is up about 9%, at the time of writing, Tuesday afternoon, Jan. 13, thanks to KeyBanc raising its price target to $60, according to Yahoo Finance. The company’s Q4 earnings are near and will be released on January 22. Intel’s competitors, AMD and ARM, will also have their ...

Description: More bank earnings and economic reports await going into Hump Day.

Description: Nvidia’s posts modest gains as authorities in China and the U.S. give green light with caveats to H200 chip exports, today, Jan. 13, 2026.

Description: The AI computing market is expected to expand through at least 2030.

Description: Today, Jan. 13, 2026, investors weigh AMD’s surging AI data center momentum against a somewhat lofty valuation.

Description: On Jan. 13, 2026, positive inflation data wasn't enough to bouy banking stocks today after mixed results from JPMorgan.

Description: On Jan. 13, 2026, a bullish analyst call and sold-out AI server capacity reframed this chip giant’s turnaround potential.

Description: Stocks fell Tuesday after the latest data from the Bureau of Labor Statistics showed inflation held steady in December as prices for goods and services rose 2.7%. JPMorgan Chase fell 4.2%. Earnings of $4.63 a share fell short of analysts’ calls for $4.85.

Description: Intel stock was gaining Tuesday after getting upgraded at KeyBanc. It’s set to be a good year for makers of central processing units, including Advanced Micro Devices the analysts say. Analyst John Vinh raised his rating on both Intel and AMD to Overweight, noting the companies appear to have largely sold out their server CPUs for this year amid the boom in artificial-intelligence infrastructure.

Description: Shares of computer processor maker AMD (NASDAQ:AMD) jumped 6.9% in the afternoon session after KeyBanc upgraded the stock to Overweight from Sector Weight, citing a significant surge in demand for the company's server chips used in artificial intelligence.

Description: Intel and AMD shares surged Tuesday after KeyBanc analysts upgraded the stocks, pointing to strong AI demand.

Description: Bernstein named Applied Materials as one of its top five chip stock picks.

Description: The drop came as AMD announced new products at the annual CES trade show.

Description: Analysts at KeyBanc just upgraded Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) to an overweight rating, noting that both are benefiting from hyperscaler demand. As a result, AMD is up about $7.67 in premarket. INTC is up about $1.80 a share. The firm raised its price target on INTC. “Analyst John Vinh pointed ... Market Movers: Wall Street Loves Big Tech as 2026 Kicks Off

Description: KeyBanc sees strong AI-driven demand and potential price hikes ahead.

Description: Intel Stock Jumps on Strong AI Infrastructure Orders

Description: 2026 will witness strong growth in inference-optimised chips, alongside traditional, more expensive, GPUs for foundation models.

Description: Advanced Micro Devices (NASDAQ:AMD) stock climbed 78% in 2025, driven by growing adoption of its artificial intelligence (AI) accelerators and expectations for next-generation products. The company’s Instinct MI300 series gained market share in data centers, competing against Nvidia (NASDAQ:NVDA). At CES 2026 earlier this month, AMD showcased advancements like the Helios AI platform and previews ... This Analyst Says Advanced Micro Devices Will Soar 30% in 2026. Here’s Why It’s Time to Buy.

Description: We recently published 9 Stocks on Jim Cramer’s Radar. Intel Corporation (NASDAQ:INTC) is one of the stocks on Jim Cramer’s radar. Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares are up by 137% over the past year. In 2026, the stock is up by 19.9% year-to-date. A key catalyst for the stock came in January after the […]

Description: KeyBanc analyst John Vinh upgraded Intel to Overweight from Sector Weight.

Description: The latest trading day saw Advanced Micro Devices (AMD) settling at $207.67, representing a +2.21% change from its previous close.

Description: ​Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy for High Returns in 2026. On January 5, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a new family of x86 chips for AI applications at the edge. The new family of processors is called Ryzen AI Embedded, which includes the P100 and X100 […]

Description: The company, which dominates the market for manufacturing high-end chips, is scheduled to report its earnings on Thursday.

Description: Wedbush flags tight DRAM and storage supply, rising prices, and shifting demand after CES announcements from major semiconductor players.

Description: Nvidia will start delivering its promising Rubin platform to buyers in the second half of 2026.

Description: Investing.com -- Bernstein has reiterated its bullish stance on several major U.S. semiconductor names in 2026, arguing that the sector remains supported by strong AI spending trends and rising prospects for wafer-fab equipment demand.

Description: STX has surged nearly 242% in a year as AI-driven data growth, tight HDD supply and rising HAMR adoption fuel demand for high-capacity drives.

Description: Storage Demand Is Surging as AI Expands. Some Chipmakers Stand to Gain

Description: At CES 2026, AMC Robotics Corporation unveiled Kyro™, a quadruped robotic platform designed to harness advanced artificial intelligence capabilities, echoing NVIDIA CEO Jensen Huang's proclamation of a "ChatGPT moment for physical AI." This event marks a notable development in the AI Chips industry as Kyro™ integrates cutting-edge AI-driven mobility and perception to address operational challenges in varied environments. With the ability to autonomously navigate and undertake complex tasks,...

Description: Micron has quickly become one of the hottest AI stocks on the market.

Description: We recently published 10 Stocks Jim Cramer Talked About. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer talked about. Advanced Micro Devices, Inc. (NASDAQ:AMD) crossed Jim Cramer’s radar as he discussed AI chip giant NVIDIA. Along with NVIDIA, the firm also provides AI chips that are called accelerators. On December 22nd, […]

Description: BE Semiconductor Industries (Besi), one of Europe's largest suppliers of chip assembly equipment, ​preliminarily reported a 43% sequential rise in fourth-quarter ‌orders on Monday, sending its shares 7% higher in early trading. The ⁠results were a significant ‌positive surprise, analyst Marc Hesselink from ING said in an emailed comment, noting the order ‍intake was 29% above a market consensus of 194 million euros. Besi makes the machines that pick up chips and bond them ​onto boards or other chips.

Description: The stocks of Broadcom and AMD could have higher upside than Nvidia in the coming years.

Description: Sometimes the best stocks are the most obvious ones.

Description: NVIDIA (NASDAQ:NVDA) has delivered a 23,000% return over the past decade has become the benchmark every tech investor measures against. The company created the infrastructure that made modern AI possible. Now the question: which company pulls off the next NVIDIA-like run? We analyzed 15 AI-adjacent stocks across semiconductors, software, and quantum computing to find the ... 5 AI Stocks That Could Replicate NVIDIA’s Decade of Dominance

Description: Which stock is the best artificial intelligence (AI) play for investors: Nvidia (NVDA), Intel (INTC), or AMD (AMD)? D.A. Davidson head of technology research Gil Luria, Wedbush Securities managing director and global head of technology research Dan Ives, and Yahoo Finance Senior Reporter Ines Ferré join Opening Bid host Brian Sozzi to share their takes on the names. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: These stocks are poised to deliver wealth-building returns.

Description: The world needs a lot more memory chips and hard drives. The boom-and-bust memory business has been enjoying its biggest boom in years—perhaps ever. The rapid build-out of infrastructure for artificial intelligence is consuming a large portion of available supply of NAND flash memory, DRAM memory and hard drives.

Description: A pack of large private start-ups hungry for capital look ready to try a newly revived initial-public-offering market. SpaceX could be the largest, but AI companies could dominate the year.

Description: On Jan. 9, 2026, investors weighed Trump’s “national champion” nod alongside Intel’s 1.8 nanometer CPU momentum.

Description: Investors now have good reason to believe AMD will be able to achieve its lofty goals first laid out in November.

Description: ROUND ROCK, Texas, January 09, 2026--The OpenAccess Coalition is pleased to announce its 2026 Board of Directors, now representing 16 member companies. In 2025, the Coalition welcomed new representatives from Google and NVIDIA, further strengthening its leadership and commitment to advancing open standards in the semiconductor industry.

Description: The tech-heavy Nasdaq Composite index was higher ahead of Friday's closing bell, with stocks of chip makers solidly in the green. U.S.-listed shares of Dutch chipmaking equipment manufacturer ASML Holding were up 7%, while those of Broadcom, Taiwan Semiconductor, and Texas Instruments were up 4%, 1.

Description: S&P 500 and Nasdaq Rise as December Jobs Data Surprises Investors

Description: AMD stock has staged a nice recovery in the past year, and its impressive growth potential points toward more gains.

Description: Full-year growth keeps AI demand narrative intact

Description: The Dow Jones, S&P 500 and Russell 2000 all hit highs on the stock market this week. Nvidia and AMD fell despite unveiling new AI chips at CES.

Description: An emerging industry could upend Nvidia's leadership among the Magnificent Seven companies.

Description: Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally.

Description: Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Description: U.S. artificial-intelligence-related stocks regained momentum premarket after largely falling Thursday, following a better-than-expected revenue report from Taiwan Semiconductor Manufacturing. The world's largest contract chip maker announced a 32% increase in revenue, beating consensus expectations.

Description: The deployment of NVIDIA B300 Blackwell GPUs by Eleveight AI in Armenia marks a significant step in advancing the country's AI infrastructure capabilities. This deployment at Eleveight AI's dedicated data center will support various AI workloads, including generative AI and enterprise applications, leveraging the B300 GPUs' enhanced performance and scaling capabilities. The strategic implementation underscores a focus on infrastructure readiness, emphasizing power stability and operational...

Description: Las Vegas, Jan. 09, 2026 (GLOBE NEWSWIRE) -- On January 6, 2026 (local time), the Consumer Electronics Show (CES) kicked off grandly in Las Vegas, with Artificial Intelligence (AI) taking center stage as the core highlight of the exhibition. Hunan KunlunMeta Artificial Intelligence Application Software Co., Ltd. (KunlunMeta), a Chinese startup specializing in AI, made its debut at this global tech gala. Lauded as the "Oriental Meta" for its full-stack General Artificial Intelligence (AGI) techno

Description: Intel Corporation (NASDAQ:INTC) is one of the Best Unstoppable Growth Stocks to Buy Right Now. On December 5, Intel Corporation (NASDAQ:INTC) launched its next generation of AI PCs at CES 2026. The company launched its Core Ultra Series 3 processors. Management noted the processors feature the first compute platform built on Intel 18A, which is […]

Description: The key is looking for changes that are about to happen, rather than ones that have already happened.

Description: If you are wondering whether Advanced Micro Devices (AMD) is priced attractively today, the first step is to separate the hype around chips and AI from what the numbers actually say about value. The stock last closed at US$204.68, with returns of 68.0% over 1 year and 189.1% over 3 years, while the year-to-date return of an 8.4% decline and a 7.6% decline over 30 days highlight that sentiment around AMD can shift quickly. Recent coverage of AMD has focused heavily on its role in high...

Description: On Jan. 8, 2026, investors weighed eye‑popping AI demand forecasts against questions over valuation, China access, and capital intensity.

Description: Nvidia was down early on Thursday amid mixed signals over how close the chip maker is to resuming exports of its hardware to China. Nvidia shares were down 2.2% at $185 at the end of trading, while the index was flat and the tech-heavy Nasdaq Composite was down 0.4%. President Donald Trump said last month he would allow shipments of the company’s H200 chip to China, provided that Nvidia gives the U.S. government a 25% cut of sales.

Description: QBTS surged over 200% in 2025, crushing big tech as commercial quantum systems move into real-world deployments.

Description: With TSMC gearing up to release Q4 earnings this month, now is the perfect time to take a deeper dive into this chipmaking giant.

Description: Panther Lake is set to shake up AMD's handheld PC dominance.

Description: CES 2026 is showcasing the latest wave of innovations in AI and robotics, including Nvidia's (NVDA) unveiling of its Vera Rubin AI platform and Qualcomm's (QCOM) plans to use its chips to power humanoid robots. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead outlines the consumer and enterprise projects that he saw at the tech conference this year. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Both chipmakers have serious opportunities to capitalize on the AI infrastructure buildout.

Description: Chip Stocks Slip as Early-Year Rally Pauses

Description: It’s been one of the most eventful CES (Consumer Electronics Show) events in years, thanks in part to the AI boom, which holds tremendous promise in 2026. With various big names in the tech world touting 2026 as a year of “physical AI” or robotics, we might be on the cusp of the most interesting ... Nvidia and Others Just Pulled the Curtain on New Chips

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the must-buy AI stocks to invest in. On December 22, Rosenblatt Securities’ Kevin Cassidy stated that Micron Technology’s upbeat outlook during their earnings call aligned perfectly with Advanced Micro Devices, Inc.’s (NASDAQ:AMD) own ambitions in the server CPU space. According to Cassidy, Micron’s comments point to a […]

Description: Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Description: Three of the most well-known chip players have wildly different investment theses right now.

Description: Micron stock trades at all-time highs after jumping 21% in December 2025. Here's why the memory-chip maker's best days may still be ahead.

Description: Certainly, there are winners and also-rans in the hyper-competitive world of artificial intelligence (AI) chips. Some chip stock traders feel that Intel (NASDAQ:INTC) needs to catch up to rivals NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD). However, 2025 ushered in a surprising turnaround for Intel and for INTC stock. After a rough start to the ... Intel (INTC) Stock Doubled Last Year. Can It Repeat the Feat in 2026?

Description: Today, Jan. 7, 2026, investors are weighing whether Intel’s Panther Lake launch and 18A roadmap can cement its AI PC revival.

Description: Intel stock soars as the company unveils new processors at CES 2026. Here’s what makes INTC shares worth owning at current levels.

Description: CES 2026 is in full swing in Las Vegas. Thousands of attendees have flooded the city's hotels and Las Vegas Convention Center, perusing the various products and devices on display at the tech industry's biggest event of the year.

Description: Analysts remain bullish about stocks in 2026. It is just not the usual ones.

Description: Intel stock jumped Wednesday after the official launch of its Core Ultra Series 3 chips, dubbed Panther Lake.

Description: Big Tech has been flat since October, held down by Wall Street’s AI worries. Now iis the time to be brave.

Description: Company plans processor and gaming platform

Description: Advanced Micro Devices unveils Helios and Instinct MI400 at CES 2026, betting big on AI PCs and data centers to drive future growth.

Description: Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to J.P. Morgan.

Description: Intel rolls out Core Ultra Series 3 chips built on 18A, targeting AI PCs and edge AI with major gains in performance, graphics and battery life.

Description: A new CEO kick-started the turnaround.

Description: Nvidia (NASDAQ:NVDA) has maintained a long head start in artificial intelligence (AI) chips, rapidly advancing to the forefront and solidifying its dominance as the primary driver of the AI revolution. The company’s early focus on graphics processing units adapted for AI workloads allowed it to capture the majority of the market for data center accelerators ... Is AMD About to Surpass Nvidia In the AI Chip Race?

Description: The S&P 500 hit a new high Tuesday while Amazon led several stocks flashing buy signals. Tesla fell back below key support.

Description: Intel Stock Rises After Executive Outlines Gaming Chip Plans at CES

Description: Recent developments in the AI chip industry highlight significant advancements in in-car AI experiences, as Cerence, NVIDIA, and Microsoft deepen their collaboration. Cerence xUI, a hybrid, agentic AI platform, now leverages NVIDIA AI Enterprise and runs on Microsoft Azure, garnering strong traction with automakers worldwide. This partnership aims to meet the demand for natural, in-car experiences powered by large language models, with multiple global automakers set to deploy these solutions...

Description: I concluded last year with two in-depth articles about Nvidia. I thought when I was writing “What’s next for Nvidia stock in 2026” that there wouldn’t be any news about Nvidia for a while. Then, Nvidia completed its investment in Intel, and I wrote “Nvidia makes good on a key 2025 promise,” a ...

Description: Autolink, a global technology company specializing in next-generation automotive electronic/electrical (E/E) architecture and intelligent vehicle computing platforms, today announced its collaboration with AMD to drive innovation in domain controllers, intelligent driving, artificial intelligence (AI), and in-vehicle entertainment.

Description: The S&P 500 hit a new high Tuesday while Amazon led several stocks flashing buy signals. Tesla fell back below key support.

Description: Autolink, a leading innovator in next-generation automotive electronic/electrical (E/E) systems, today announced the world's first Deep Fusion EEA at CES 2026—marking a major leap forward in how intelligent vehicles compute, communicate, and scale. The launch was held alongside key ecosystem partners AMD (Advanced Micro Devices), and ReinOCS.

Description: AMD CEO Lisa Su said in an interview with CNBC Tuesday that physical AI enabling autonomous machines from humanoid robots to self-driving cars could be the "next big thing."

Description: The AI trade will evolve in 2026, Bessemer Venture Partners partner Byron Deeter argues. Whereas in 2025, the focus was AI hardware coming from companies like Nvidia (NVDA) and AMD (AMD), in 2026, Deeter says it will shift to software. Learn more in the video above. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Description: Nvidia CEO Jensen Huang says the chip maker’s next big AI graphics processing unit, Vera Rubin, is in ‘full production.’

Description: While US stocks (^DJI, ^IXIC, ^GSPC) are broadly rising in Tuesday's session — powered by the Dow's rise above 49,000 points — these gains are showing up for select AI and tech names such as Nvidia (NVDA) and Advanced Micro Devices (AMD). Nvidia CEO Jensen Huang and AMD CEO Lisa Su showcased their respective companies' newest AI projects and partnerships in presentations at CES 2026 this week. AlphaCore Wealth Advisory chief investment strategist David Stubbs sits down with Josh Lipton to expand upon the momentum he continues to see within the AI trade. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Yahoo Finance Tech Editor Dan Howley joins Market Domination from the CES conference at Nvidia's (NVDA) display, sharing takeaways from the artificial intelligence (AI)–dominated event. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: SANTA CLARA, Calif., Jan. 06, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal fourth quarter and full year 2025 financial results on Tuesday, Feb. 3, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. EST / 2:00 p.m. PST. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com. AMD also announced it will participate in the follo

Description: US stocks rose on Tuesday as investors eyed fresh records for the Dow and S&P 500.

Description: Their presentations at the 2026 Consumer Electronics Show could lift the appealing outlook for AMD and Nvidia after revealing next-gen AI platforms.

Description: Some highlights from this year's CES, the flagship multiday trade show for consumer electronics that takes place in Las Vegas: 🔎 Nvidia (NVDA): The semiconductor maker is rolling out faster artificial-intelligence chips sooner than expected.

Description: At an event at the CES trade show Monday, Su announced a new chip for corporate data centers and touted the capabilities of its top-of-the-line MI455X processor. AMD has emerged as the biggest contender to Nvidia Corp. in the market for AI accelerators, the chips that help develop and run artificial intelligence models. During a Bloomberg Television interview Tuesday, Su said that more widespread use of artificial intelligence in 2026 will help everyone understand that “AI is not just hype.”

Description: Wedbush's Dan Ives sees a $6 trillion path for the chip giant, but DA Davidson's Gil Luria warns that the "AI party" could face a hangover if the data center cycle begins to roll over.

Description: Artificial intelligence chip leaders Nvidia (NVDA), Advanced Micro Devices (AMD) and Intel (INTC) un

Description: U.S. Stocks Lifted by Tech Gains, Nvidia and AI Driving Momentum

Description: Major tech conference CES 2026 kicked off this week with presentations from Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su, both companies revealing new AI projects and partnerships. Wedbush Securities managing director and global head of technology research Dan Ives — alongside D.A. Davidson head of technology research Gil Luria and Yahoo Finance senior reporter Ines Ferré — reacts to AMD's outlook on AI computing and how he sees Nvidia reaching a $6 trillion market cap. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: At CES 2026, AMD introduced its next-generation AI chip and previewed a new data center system called Helios.

Description: Nvidia CEO Jensen Huang and Advanced Micro Devices CEO Lisa Su unveiled their companies' newest AI chips at the Consumer Electronics Show in Las Vegas Monday.

Description: The stock is down about 8% since October despite strong earnings outlook and rising competition in AI chips.

Description: News Highlights AMD provided an early look at its “Helios” rack-scale platform, the blueprint for yotta-scale AI infrastructure, built on AMD Instinct MI455X GPUs and AMD EPYC “Venice” CPUs designed for advanced AI workloadsAMD expanded its AI portfolio with the introduction of the AMD Instinct MI440X GPU for enterprise deployments and previewed the next-generation Instinct MI500 Series GPUsLaunched new AMD Ryzen AI platforms for AI PCs and embedded applications; unveiled the Ryzen AI Halo devel

Description: AMD showed off its upcoming AI data center system at CES 2026.

Description: Dow Jones Futures: AMD, Apple, Palantir and Tesla were key movers. Nvidia CEO Jensen Huang announced the company's new AI chip.

Description: AMD Ryzen AI Embedded Processor AMD Ryzen AI Embedded Processor News Highlights New AMD Ryzen™ AI Embedded P100 and X100 Series processors combine high-performance “Zen 5” CPU cores, an AMD RDNA™ 3.5 GPU and an AMD XDNA™ 2 NPU for low-power AI accelerationDelivers energy-efficient, low-latency AI on a single chip for immersive in-vehicle experiences, industrial automation and physical AI for autonomous systemsLaunching today, the Ryzen AI Embedded P100 Series processors featuring 4-6 CPU cores,

Description: AMD Ryzen AI Halo AMD Ryzen AI Halo Developer Platform News Summary AMD introduces new Ryzen AI 400 and PRO 400 Series processors, delivering up to 60 NPU TOPS for Copilot+ PCs and AI experiences across consumer and commercial systems.AMD introduces new Ryzen AI Max+ SKUs, bringing high-performance AI and graphics to ultra-thin notebooks, workstations, and small form factors for creation, gaming, and AI development.AMD unveils AMD Ryzen AI Halo, a powerful, easy-to-use mini-PC that brings Ryzen

Description: Advanced Micro Devices CEO Lisa Su showed off a number of the company's AI chips on Monday at the CES trade show in Las ​Vegas, including its advanced MI455 AI processors, which are components in the data center server racks that ‌the company is selling to firms like ChatGPT maker OpenAI. Su also unveiled the MI440X, a version of the MI400 series chip designed for ‌on-premise use at businesses. The so-called enterprise version is designed to fit into infrastructure that is not specifically designed for AI clusters.

Description: US stock futures were steady Monday night as investors took time to settle following a record close for the Dow Jones.

Description: Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) is accelerating its release cycle, announcing at the CES 2026 convention on Monday that its highly anticipated Rubin data center products are in full production and nearing release this year.

Description: Acer announced a comprehensive new range of Veriton desktop computers for businesses, including all-in-ones (AIO), a large tower, and an AImini workstation, designed to boost productivity and creativity amid increasing business demands.

Description: Nvidia launched its latest Vera Rubin superchip at CES 2026 on Monday.

Description: Nvidia next big AI GPU is on track. CEO Jensen Huang said its newest generation AI hardware platform Vera Rubin was in “full production” at the CES tech trade show in Las Vegas on Monday. Nvidia’s Rubin platform incorporates six different chips, including the Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU, and Spectrum-6 Ethernet Switch.

Description: Advanced Micro Devices (AMD) reached $221.08 at the closing of the latest trading day, reflecting a -1.07% change compared to its last close.

Description: Major tech conference CES 2026 is kicking off on Monday with presentations from Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su. Be sure to catch Jensen Huang's live keynote speech by clicking here. Former OpenAI (OPAI.PVT) head of go-to-market (GTM) Zack Kass discusses some of the new artificial intelligence innovations being showcased at this year's CES, including examples of natural language operating systems (NLOS) and the future of less demanding personal devices. Kass is also the author of The Next Renaissance: AI and the Expansion of Human Potential. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: A number of stocks jumped in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. Sentiment remained firmly "risk-on" for early 2026, with Wall Street prioritizing domestic economic strength over foreign turbulence. Analysts noted that while the event raises short-term supply questions, the market largely viewed the potential stabilization of Venezuela's vast oil reserves a

Description: Shares of cloud data platform provider Snowflake (NYSE:SNOW) jumped 3.9% in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record.

Description: ↗️ Trump Media (DJT): Shares in President Trump's social-media company rose 4.5% Monday. The U.S. ousted Venezuelan President Nicolás Maduro over the weekend and Trump pledged to dispatch U.S. drillers to revive Venezuela's crude output.

Description: Stock Market Today: The Dow Jones index rose after the U.S. ousted Venezuelan President Maduro. Nvidia rallied and Reddit tested an entry.

Description: A number of stocks jumped in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record.

Description: Chevron, the last oil major still operating in Venezuela, surges following the U.S. capture of President Nicolás Maduro.

Description: Intel launched Panther Lake, its new AI chip for laptops, on Monday at the CES trade show in Las Vegas, as the company seeks to ​reassure investors about the first product made using its next-generation manufacturing process called 18A. Jim Johnson, ‌senior vice president and general manager of Intel's PC group, offered technical details about the company's first line of Panther Lake chips known ‌as Intel Core Ultra Series 3. The chips feature a new transistor design and a way to deliver power to the chip due to the company's 18A manufacturing process.

Description: President Trump said the U.S. will "run" Venezuela after capturing Nicolas Maduro, but left his regime in charge. Nvidia, AMD CEOs speak at CES Monday.

Description: Stock futures were largely steady as markets reacted to the US arrest of Venezuela's president.

Description: Markets enter 2026's first full trading week with an extraordinary convergence of events including the Consumer Electronics Show (CES) in Las Vegas where Nvidia CEO Jensen Huang and AMD CEO Lisa Su will deliver keynote speeches that could significantly influence AI infrastructure investment narratives

Description: President Trump said the U.S. will "run" Venezuela after capturing Nicolas Maduro. How will markets react? Nvidia, AMD will headline CES this week.

Description: The stock market fell last week, with Nasdaq just below a critical level. Tesla, Palantir, AppLovin triggered sell signals. Nvidia and AMD are CES headliners.

Description: Market Domination Overtime host Jared Blikre previews several of the biggest stories to come next week, including the release of the December jobs report next Friday; earnings results from companies like Constellation Brands (STZ), Albertsons (ACI), Applied Digital (APLD), and Tilray Brands (TLRY); and the start of the 2026 Consumer Electronics Show (CES) on Monday with keynotes from Nvidia (NVDA) CEO Jensen Huang and Advanced Micro Devices (AMD) CEO Lisa Su. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: As January gets underway, AI stocks are in for a kicker at the CES event. Nvidia (NVDA) and Advanced Micro Devices (AMD) are in the spotlight, with both expected to use the event as a stepping stone to shape the next phase of the AI race. Having covered multiple tech cycles over the past several ...

Description: The 2026 Consumer Electronics Show (CES) is coming up next week in Las Vegas. Yahoo Finance Technology Editor Dan Howley sits down with Yahoo Finance Markets and Data Editor Jared Blikre on Market Domination to explain what investors should expect from the event and from key names like Nvidia (NVDA) and AMD (AMD). To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Wall Street is kicking off trading in 2026 after its third consecutive year of double-digit percentage gains.

Description: AMD Gains on Strong Product Mix and Growing Cloud Adoption

Description: Tech Sector Stabilizes as Intel Shares Recover From Late-2025 Slump

Description: AMD CEO Dr. Lisa Su will deliver the CES keynote on Jan. 5.

Description: Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.3% in the morning session after investor optimism grew following favorable analyst predictions for 2026 and anticipation of new product announcements.

Description: The 2026 Consumer Electronics Show (CES) is coming up next week in Las Vegas. Yahoo Finance Technology Editor Dan Howley sits down with Yahoo Finance Markets and Data Editor Jared Blikre on Market Catalysts to explain what investors should expect from the event and from key names like Nvidia (NVDA) and AMD (AMD). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: This fund has averaged a 26.8% return since inception, while charging management fees well below the industry average.

Description: Nvidia, AMD and Broadcom are planning big things this year year. These are the biggest developments to watch in the AI chip sector in 2026.

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the best AI stocks to buy according to analysts. On December 2, TD Cowen restated its Buy rating and $290 price target for Advanced Micro Devices, Inc. (NASDAQ:AMD), naming it one of its “Best Ideas 2026” as the company prepares to unveil its Helios AI platform. Despite recent […]

Description: CES 2026 kicks off in Las Vegas on Jan. 6. Here's what to expect from the tech industry's biggest event.

Description: INTC soared 84.1% in 2025, but margin pressures, trade tensions and legacy hurdles may test its 2026 momentum.

Description: Marvell Technology's custom silicon gains hyperscaler traction, driving 37.8% data center growth as XPU wins scale and targets 20%+ growth next year.

Description: ChatGPT highlighted four stocks positioned for big gains this year. See what ChatGPT and experts had to say about Nvidia, Microsoft, Alphabet and AMD.

Description: Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September […]

Description: Recent developments in the AI chip sector have been highlighted by EdgeMode Inc.'s year-end shareholder letter, detailing significant advancements in their AI data center portfolio in Spain. The company has secured a 1.5GW capacity through definitive agreements, aiming to position itself as a major AI infrastructure developer in Europe. Key initiatives include transitioning the Spanish sites towards construction readiness and integrating Battery Energy Storage Systems (BESS) to enhance...

Description: Investors are becoming increasingly aware of these companies' AI abilities.

Description: ↘️ Trade Desk (TTD): The advertising-technology company is poised to be the S&P 500's biggest loser in 2025. Shares have slid around two-thirds so far, their worst year on record. The company missed revenue estimates in February, and the stock was downgraded by analysts in August.

Description: Nvidia shares are drifting but reports of strong demand for its artificial-intelligence processors in China could point the way to future gains.

Description: The AI data center industry is rapidly expanding from niche buildouts into a highly capital-intensive sector, driven by the need for advanced infrastructure to support macro model training and inference. This shift is characterized by competition for GPUs, energy capacity, cooling systems, and long-term power contracts, as these requirements push AI infrastructure spending to new heights. With an investment prediction reaching up to $5.2 trillion by 2030, according to McKinsey & Co., public...

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the new stocks David Tepper has bought. As of December 29, the average price target for AMD suggests an upside of 34%; however, the Street high indicates an upside of 77%. In Q3 2025, David Tepper purchased 950,000 shares of AMD valued at $153.70 million, making it […]

Description: Chipmaker Advanced Micro Devices Inc.’s (NASDAQ:AMD) CEO, Lisa Su, reflected on the influence of former IBM (NYSE:IBM) CEO Lou Gerstner on her early career, after the former tech executive died on Saturday, aged 83. An ‘Amazingly Curious’ Leader On Sunday, in a post on X, Su described Gerstner as a leader who was “amazingly curious and insightful” about technology, while noting that she was privileged to learn and work under his leadership early in her career. Su said she was “so honored to have

Description: The chip industry is booming, and with that investors have plenty of opportunities to consider.

Description: Trump’s tariff policies didn’t raise prices as much as feared, while an AI arms race powered growth—and the shares of the largest tech companies.

Description: We recently compiled a list of the 7 Most Promising Robotics Stocks According to Wall Street Analysts. NVIDIA Corporation is one of the most promising stocks. TheFly reported on December 26 that NVDA announced a non-exclusive licensing agreement with AI chip startup Groq. The deal includes bringing Groq’s founder and CEO, Jonathan Ross, President Sunny […]

Description: Nvidia and Palantir Slide, But AI Gains Could Drive 2026 Growth

Description: CEOs spotlight AI's next growth phase

Description: Custom MI308 chips expected to restore lost market share amid easing restrictions.

Description: INTC completes a $5B NVIDIA investment, gaining capital and a strategic AI partnership that may reshape Intel's CPUs, GPUs and future AI PCs.

Description: Nvidia is paying $20 billion for Groq’s technology, including compensation packages for many of the company’s employees who will join Nvidia, The Wall Street Journal reported.

Description: Memory chip prices are a huge problem for the PC industry.

Description: Cathie Wood’s ARK funds are on track to beat the market in 2025. She's already looking ahead to next year.

Description: Memory Prices Surge, Lifting Micron's 2025 Gains Above 250%

Description: GPU Prices Set to Rise: Nvidia Shares Slide on Market Concerns

Description: The semiconductor industry looks set for further gains thanks to the artificial intelligence boom.

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the Stocks That Will Make You Rich in 2026. Wall Street has a bullish outlook on Advanced Micro Devices, Inc. (NASDAQ:AMD) with analysts 12 month price target reflecting more than 34% upside from the current level. The bullish sentiment is mainly based on the upcoming Helios rack and […]

Description: AMD stock had a blockbuster 2025 but Mizuho sees it climbing further next year. Here’s what could drive AMD shares higher in 2026.

Description: Nvidia (NVDA) announced a deal to acquire AI hardware and software designer Groq (GROQ.PVT) for $20 billion last week. While the semiconductor manufacturer remained a major AI player in 2025, who could be some of Nvida's biggest competition in the fast-approaching 2026? TECHnalysis Research, LLC President Bob O'Donnell sits down with Yahoo Finance markets and data editor Jared Blikre on Market Catalysts to discuss which chipmaker could gain more prominence next year. Also catch Bob O'Donnell's predictions for agentic AI in 2026 as it relates to cybersecurity usage. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Russell 2000 Lags S&P 500 as Small Caps Underperform in 2025

Description: Over the past three years, Nvidia (NASDAQ:NVDA) stock has climbed by over 1,200% to dizzyingly high levels. It is now the most valuable company in the world and has a $4.63 trillion market capitalization. However, Nvidia is actually cheaper today than it was back then. Investors were proactive for a brief period in early 2023 ... Nvidia’s Stock Is Cheaper Than Intel’s and AMD’s. Here’s Where I See It in 2026

Description: It may have been a wilder ride for the semiconductor stocks and the broader AI trade in 2025. But for the many brave investors who stayed the course, it’s been a rewarding year, with the VanEck Semiconductor ETF (NASDAQ:SMH), my favorite “thermometer” to gauge the heat of the semiconductor stocks, gaining close to 50% on ... Opinion: AMD Will Be the Semi Play to Beat in 2026

Description: For the better part of the last decade, Advanced Micro Devices (AMD) lived in Nvidia’s shadow. In 2025, that changed. AMD stock took off handsomely (up 78% year-to-date), as Mr. Market stopped calling it “the alternative.” The tech giant landed major AI deals in proving its mettle as more than just ...

Description: Shares of nutrition products company Bellring Brands (NYSE:BRBR) fell 10.5% in the morning session after analysts highlighted a murky near-term outlook and rising volatility expected for the company.

Description: Nvidia was dropping early on Monday. Broader jitters about the technology sector looked to be hurting the stock, while Wall Street assessed the reported $20 billion price tag put on Nvidia’s agreement to license technology from artificial intelligence chip start-up Groq. Nvidia shares were down 1.6% at $187.45 in early trading, while the technology-heavy Nasdaq Composite lost 0.4%.

Description: Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Description: Nvidia (NVDA) Chief Executive Jensen Huang is expected to outline the chipmaker's artificial intelli

Description: AMD has had an incredible second half of 2025.

Description: AMD stands out in Zacks' latest analyst picks, riding strong AI and cloud demand while other featured stocks show mixed sector momentum.

Description: Recent developments in the AI chips sector spotlight Synopsys, Inc., a provider of design automation software for integrated circuits, which has been impacted by significant financial turbulence. Synopsys disclosed a downturn in its Design IP segment, which experienced a 7.7% revenue decline and a substantial 43% drop in net income year-over-year, largely due to increased customization demands from clients. This underperformance has led to a class action lawsuit alleging securities fraud...

Description: Cathie Wood’s ARK funds are on track to beat the market in 2025. She's already looking ahead to next year.

Description: Semiconductor stocks have been some of the biggest beneficiaries throughout the artificial intelligence (AI) revolution.

Description: ​Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Quality Stocks to Buy Before 2026. Advanced Micro Devices, Inc. (NASDAQ:AMD) has risen more than 76.9% year-to-date. The share price moved further up on December 17, after South China Morning Post reported the company’s chair and CEO, Lisa SU met with the Chinese minister of […]

Description: A recent announcement by the Trump administration should help reopen a lucrative revenue stream for AMD.

Description: AMD's management is bullish on its data center future.

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks Investors Are Watching. On December 23, Raymond James reiterated the stock as “Outperform,” noting that it has upside following reports that Nvidia plans to resume chip shipments to China. The firm believes that Nvidia and AMD could both see moderate upside from US export […]

Description: On Dec. 26, 2025, a $20 billion Groq licensing pact sharpened Nvidia's role at the center of AI data center build‑outs.

Description: AMD, LRCX and GS headline Zacks Research Daily, which spotlights 16 analyst-picked stocks selected from roughly 70 reports.

Description: In a holiday-shortened market week, the S&P 500 and Dow Jones hit new highs, buoyed by Nvidia, Google and strong economic data.

Description: The average brokerage recommendation (ABR) for Advanced Micro (AMD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Description: Wall Street sees limited upside as heavy investments weigh on near-term results.

Description: In a recent development in the AI chips sector, Richtech Robotics showcased its mobile humanoid robot, Dex, at CES 2026. Dex features advanced operational capabilities powered by NVIDIA's Jetson Thor, enabling it to adapt to dynamic environments with real-time reasoning and precision. The robot has undergone training through NVIDIA’s open-source frameworks, Isaac Sim and Isaac Lab, emphasizing its capability in performing complex tasks. This demonstration highlights the integration of...

Description: Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here. The Harbor Capital Appreciation Fund primarily focuses on investing in equity securities, targeting U.S. companies that have a market capitalization of at least $1 billion at the time of investment. US equities […]

Description: While no one can predict the future, I asked ChatGPT to look more deeply into the history of stock market bubbles and what might happen if the AI bubble bursts.

Description: A meeting with the president this year helped Intel CEO Lip-Bu Tan provide needed U.S. buy-in for the chipmaker.

Description: If you are wondering whether Advanced Micro Devices at around $215 a share is still a smart buy or if the big gains are largely behind it, you are not alone. This is exactly the question we are going to unpack. The stock is up 8.5% over the last week and 78.3% year to date, building on a 70.3% gain over the past year and a 243.7% return over three years that has reset expectations and risk perceptions for investors. Recent headlines have focused on AMD expanding its presence in artificial...

Description: Nvidia has agreed to license chip technology from startup Groq and hire away its CEO, a veteran of Alphabet's Google, Groq said in a blog post on Wednesday. The deal follows a familiar pattern ​in recent years where the world's biggest technology firms pay large sums in deals with promising startups to take their ‌technology and talent but stop short of formally acquiring the target. Groq specializes in what is known as inference, where artificial intelligence models that have already been trained respond ‌to requests from users.

Description: Reports have emerged that Alibaba could put in an order for the company's MI308 GPUs.

Description: Intel (INTC, Financials) and Nvidia (NVDA, Financials) may be preparing to ship their first jointly developed chip, according to leaked details about a laptop processor called Serpent Lake. The leak, shared by YouTube channel RedGamingTec, suggests the chip will combine Intel CPUs with Nvidia RTX graphics in a single design. Serpent Lake is expected to pair Intel's upcoming Titan Lake CPU architecture with Nvidia's RTX Rubin graphics, manufactured on TSMC's 3-nanometer process.

Description: Easing restrictions and shifting demand could open incremental revenue opportunities

Description: INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.

Description: Zacks' Analyst Blog says investors may look past NVIDIA as Micron and BigBear.ai outperform in 2025 and offer more upside from AI demand.

Description: A hot economy and cooling jobs leave the Fed in a bind, Alibaba shows China may be the next frontier for Nvidia and AMD, more news to start your day.

Description: EdgeMode Inc., in partnership with Blackberry Alternative Investment Fund, has reached a pivotal milestone in the development of Europe's largest AI data center pipeline by securing the necessary power supply for their ambitious project in Spain. This development advances five campus-style AI and high-performance computing data centers with a combined capacity of over 1.5 GW of IT power. In addition to power, land rights, dark fiber connectivity, and construction permits have been secured,...

Description: Nvidia (NVDA), Broadcom (AVGO), and Taiwan Semiconductor Manufacturing (TSM) stocks are the top three artificial intelligence (AI) stocks to buy now and into 2026.

Description: Analysts say Nvidia stands to gain more if U.S. export rules ease.

Description: It was a Thursday before dawn in Silicon Valley when Intel CEO Lip-Bu Tan found himself under attack by the president of the United States. “The CEO of INTEL is highly CONFLICTED and must resign, immediately,” U.S. President Donald Trump wrote on his Truth Social platform at 4:39 AM Pacific Time on August 7. Before he was Intel CEO, Tan had been a prolific investor in companies in China.

Description: Alibaba, the Chinese online retail and cloud computing giant, has emerged as one of China’s AI leaders this year,

Description: NVIDIA is up 36.6% this year as AI demand powers CUDA, Blackwell and H200 chips, but trade tensions and rivals push investors toward other AI winners.

Description: Over the next decade, you’ll surely want to own at least one artificial intelligence (AI) chip stock. You might assume that all you need is NVIDIA (NASDAQ:NVDA) stock and nothing else. However, even though NVIDIA is the market’s darling, your best pick could actually be Advanced Micro Devices (NASDAQ:AMD) stock. Even though it’s a giant company, ... What Is One of the Best Chip Stocks to Hold for the Next 10 Years?

Description: Nvidia and AMD may see billions in revenue upside in 2026 as China demand ramps up

Description: Celestica's revenues grow 27.8% to $3.19B, beating guidance as data center demand and AI infrastructure fuel strong cash flow momentum.

Description: TSMC widens lead as demand surges

Description: Investing.com -- Recent reports around a potential resumption of GPU sales to China have reopened the debate over how much upside U.S. chipmakers Nvidia and AMD could see if export approvals materialize.

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight for Investors. On December 19, Truist reiterated the stock at “Buy” and raised its price target to $275 per share from $255. The firm revised price targets in the semiconductor and artificial intelligence group after establishing 2027 projections. “In this construct, we favor […]

Description: Global investors are increasing their wagers on Chinese artificial intelligence companies, betting on the next DeepSeek and seeking to diversify, with concerns growing about a speculative bubble in the sector on Wall Street.

Description: In mid-December 2025, Advanced Micro Devices appointed Emily Ellis as Corporate Vice President and Chief Accounting Officer, while oncology AI firm 4D Path announced a collaboration using AMD EPYC CPUs on Oracle Cloud Infrastructure to power its QPOR clinical trial platform. These developments highlight AMD’s push to pair leadership hires with deeper AI and healthcare workloads, reinforcing its role inside cloud-based, CPU-driven AI infrastructure. Now we’ll examine how a potential large...

Description: Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer answered questions about. Inquiring if their portfolio is diversified, a caller highlighted that their top five holdings are LLY, SLG, MSFT, CVX, and TSM. Cramer said: “Really interesting setup here. Okay, so, Taiwan Semi is the actual fab that makes the chips for […]

Description: An upcoming chip release by AMD in 2026 could challenge Nvidia's dominance.

Description: Nvidia stock rose Monday on a news report that the AI chipmaker plans to start shipping its H200 processors to China in mid-February.

Description: MI308 Chips in Spotlight After Reports of Major Chinese Tech Interest

Description: Potential deal highlights China's growing interest in U.S. chip technology.

Description: For more than two years, U.S. export restrictions have severely limited Advanced Micro Devices (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA) from selling their most advanced artificial intelligence (AI) accelerators in China. The controls, progressively tightened by the federal government, aim to prevent Beijing from obtaining cutting-edge technology that could advance military or strategic AI capabilities. As a ... Advanced Micro Devices Could Score Major China Coup

Description: Teradyne's AI-driven test systems and stronger earnings surprises give TER an edge over Advanced Micro Devices in the fast-growing AI semiconductor supply chain.

Description: Nvidia ruled 2025. Here are its biggest moments of the year.

Description: TSMC Tightens Its Grip on the Foundry Market as AI Spending Accelerates

Description: Dillard's Shares Keep Climbing as Cash Flow Offsets Slow Sales Growth

Description: Traders re-embraced popular tech companies pre-bell Monday, shrugging off concerns about a possible

Description: The YieldMax AMD Option Income Strategy ETF (NYSEARCA:AMDY) has captured investor attention with its extraordinary 101.88% distribution rate as of December 17, 2025. This isn’t a traditional dividend ETF – AMDY generates income by selling weekly call options on Advanced Micro Devices (NASDAQ:AMD) stock, collecting premiums from traders betting on AMD’s price movements. How AMDY ... If You Like AMD’s Future, AMDY Lets You Go Full Send With An Over 100% Distribution Yield

Description: After gaining $6.85 on Friday, Nvidia (NASDAQ: NVDA) is up another $3.25 in premarket. The tech giant is still riding the AI story, and a recent Barclays upgrade to a buy rating, thanks to the likelihood of more AI spending. “We are OW as the company has long-term sustainable growth led by a large lead ... Premarket Movers: Nvidia is Still Pushing Aggressively Higher

Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best growth stocks to buy in 2026. On December 16, Bank of America lowered the firm’s price target on AMD to $260 from $300 and maintained a Buy rating on the shares. This sentiment was posted as BofA revised its targets for US semiconductor stocks, identifying […]

Description: QCOM completes $2.4B Alphawave Semi buyout, aiming to boost AI, data center and 5G chip capabilities for future growth.

Description: AppLovin's strong fundamentals, rising analyst confidence, and a long runway into 2026 bode well for this tech stock.

Description: Strong data-center momentum and new chip launches drive bullish forecasts.

Description: Recent findings from Ramsey Theory Group highlight a critical juncture for enterprise software as the industry grapples with the rapid adoption of AI amid significant integration challenges, cybersecurity risks, and data migration complexities. The report outlines concerns that these converging forces could lead to operational inefficiencies and increased enterprise risks if not addressed. With AI demand outpacing many organizations' readiness to integrate systems and secure data effectively,...

Description: In the AI trade, you "can't just bet on one company," Wedbush Securities managing director and global head of technology research, Dan Ives, tells Yahoo Finance, highlighting the importance of diversification for AI investors. Watch the video above to hear more about Ives' AI thesis and the 30 stocks in the Dan IVES Wedbush AI Revolution ETF (IVES). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Oracle stock peaked in September before suffering a continued decline in the back half of the year.

Description: ​Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy and Hold for 2026. The share price of Advanced Micro Devices, Inc. (NASDAQ:AMD) has slid 13.97% during the past month. However, Wall Street maintains a positive opinion on the stock, with analysts’ 12 month price target reflecting 38.7% upside from the current […]

Description: Intel's manufacturing business still needs to win a big customer.

Description: Chinese chip designer Moore Threads Technology has unveiled a suite of new products, including its next generation of chip architecture and artificial intelligence chips as it looks to challenge US chip-making heavyweights Nvidia and AMD. The Beijing-based firm, hailed as China's "little Nvidia", introduced two forthcoming chips Huashan and Lushan, named after two famous Chinese mountains, at a developer conference in the Chinese capital on Saturday. The Huashan chip, designed for AI training an

Description: As 2026 approaches, Nvidia stock is sliding.

Description: What exactly does Broadcom do, and why are Wall Street’s biggest investors loading up on shares?

Description: Palantir's stock is extremely expensive.

Description: A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains. Technology stocks with a focus on artificial intelligence once again led the market higher, boosting the Nasdaq and S&P 500.

Description: A Wall Street analyst upped his price target on Nvidia stock on Friday, saying AI infrastructure semiconductor stocks "remain cheap."

Description: Find insight on Lyft, AI investments impact on global credit in 2026 and more in the latest Market Talks covering technology, media and telecom.

Description: Resurgent artificial intelligence shares lifted the Nasdaq Friday for a second straight session while the yen retreated despite a Bank of Japan interest rate hike. Also Friday, the Bank of Japan hiked interest rates to a 30-year high.

Description: Cboe vice president of market intelligence Henry Schwartz joins Market Domination with Yahoo Finance Data and Markets Editor Jared Blikre to discuss the state of the options landscape. Watch the video above to hear Schwartz's outlook for the options market in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: AMD management turned a struggling business into one of the top artificial intelligence (AI) companies, and investors who got in at the right time have enjoyed spectacular returns.

Description: U.S. antitrust agencies ​have cleared Nvidia's ‌investment in Intel, according ‌to a notice posted by the U.S. Federal Trade ⁠Commission. While ‌the notice did not specify the ‍details of the transaction, Nvidia said in ​September it ‌would invest $5 billion in Intel, throwing its heft behind the struggling U.S. chipmaker ⁠in a ​deal that ​could pose risks for rival manufacturers, ‍Taiwan's ⁠TSMC and U.S.-based AMD.

Description: Washington's green light for H200 chip exports may hand China a shortcut to close the AI gap--critics aren't staying quiet.

Description: Bitcoin bulls are putting up a fight on Friday to break this week's choppy action that has capped all advances at around $90,000.

Description: AMD Rises on China Talks, but Export Controls Still Hang Over AI Chips

Description: Nvidia stock rose on Friday following a Reuters report that the Trump administration began its review of Nvidia H200 chip exports to China.

Description: Both Broadcom and AMD were big winners in 2025.

Description: Nvidia stock was gaining as it looks to be nearing official U.S. permission to export artificial-intelligence chips to China.

Description: Sterling Infrastructure and Taylor Morrison have been highlighted as Zacks Bull and Bear of the Day

Description: AI partnerships target science breakthroughs

Description: Chinese Commerce ​Minister Wang ‌Wentao met with ‌U.S. computer processor manufacturer Advanced Micro Devices' CEO ⁠Lisa ‌Su in Beijing on ‍Thursday, according to a statement released by ​Wang's ministry ‌on Friday. "The two sides exchanged views on the company's business ⁠development in ​China and ​strengthening cooperation with China," the ‍ministry ⁠said, without providing further details. (Reporting ⁠by Beijing Newsroom; ‌Editing by ‌Joe Bavier)

Description: Initiative aims to harness AI for national security and scientific innovation.

Description: Nvidia's dominance in the AI accelerator space could slip simply because it can't keep up with demand.

Description: The 2026 Design and Verification Conference and Exhibition (DVCon U.S.) has unveiled its keynote speakers and an array of tutorials and workshops, highlighting advancements in AI-driven technologies that are reshaping design and verification processes in the electronics industry. Scheduled for March 2026, the conference will feature insights into the challenges and solutions of complex chiplet-based systems and AI's role in evolving GPU design. Key discussions will focus on AI and agentic...

Description: U.S. President Donald Trump's administration has launched a review that could result in the first shipments to China of Nvidia's second-most powerful AI chips, five sources said, making good on his pledge to allow the ​controversial sales. Trump this month said he would allow sales of Nvidia's H200 chips to China, with the U.S. government collecting a 25% ‌fee, and that the sales would help keep U.S. firms ahead of Chinese chipmakers by cutting demand for Chinese chips. The move drew fire from China hawks across the U.S. political ‌spectrum over concerns the chips would supercharge Beijing's military and erode the U.S. advantage in artificial intelligence.

Description: Philippe Laffont's hedge fund, Coatue Management, is shifting its bets on the AI trend.

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 12 Best Long Term US Stocks to Buy Now. On December 16, Cantor Fitzgerald cut its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $300 from $350 while keeping an Overweight rating on the stock. The firm says the semiconductor index is set up to […]

Description: In the closing of the recent trading day, Advanced Micro Devices (AMD) stood at $201.06, denoting a +1.49% move from the preceding trading day.

Description: Positive CPI data and Micron’s upbeat AI-memory outlook went some way to fuel a tech recovery today, Dec. 18, 2025.

Description: Editor’s Note: This story has been updated to provide additional clarity on Nvidia GPU dies shipped in 2025. Over the weekend, Michael Burry, the investor made famous by "The Big Short" for forecasting the 2008 housing collapse, asked for evidence of stockpiled Nvidia Corp (NASDAQ:NVDA) GPUs. This development came after an analysis on X questioned whether Jensen Huang's statement about Blackwell shipments aligns with the company's reported revenue and U.S. data-center capacity. Burry Joins Debat

Description: As the AI boom continues, investors hedge their bets on what's next for the AI trade as companies spend trillions building out AI infrastructure. Pence Capital Management CIO Dryden Pence sits down with Market Domination Host Josh Lipton to talk about his expectations for the AI space. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: MU's blowout fiscal Q1 2026, surging HBM demand, and upbeat Q2 outlook highlight strong AI-driven momentum after revenues jumped 56.8%.

Description: Micron Technology earnings are out—and the AI trade may be back on track. Micron Technology stock surged Thursday, the day after the memory chip maker reported better-than-expected earnings results and gave guidance that was significantly higher than expectations. For the current quarter, Micron forecast a revenue range with a midpoint of $18.7 billion, above analysts’ expectations of $14.3 billion.

Description: Upcoming processor expected to debut around $553 ahead of CES 2026 reveal.

Description: Why Nvidia Stock Is Rising Today

Description: Shares of this departmental store chain are up by 50% this year.

Description: Both chipmakers have made their shareholders richer this year, and they are likely to keep heading higher in the new year as well.

Description: Nvidia stock was gaining Thursday as earnings from Micron Technology reassured the market about artificial-intelligence investment.

Description: Nvidia and Broadcom Lead Morgan Stanley's 2026 Chip Picks

Description: US chip bans are supercharging China's homegrown AI champions.

Description: Shares of Micron (NASDAQ: MU) are up about 14%, or by $31 this morning. All thanks to strong earnings. EPS of $4.78 beat by 82 cents. Revenue of $13.64 billion beat by $760 million. Moving forward, the company expects to earn between $8.22 and $8.62 per share, with revenue expected to be between $18.3 billion ... Premarket Movers: Micron is Rocketing $31 Higher

Description: Nvidia remains a high‑growth AI infrastructure leader, but after a $4 trillion valuation and recent volatility, the setup looks best as a hold with a buy‑the‑dip bias rather than an all‑in bet.

Description: Daiwa maintains a $300 price target, citing sustained AI-driven demand.

Description: Shares in U.S. tech stocks recovered slightly premarket after a heavy selloff in the prior session. Oracle climbed 1% premarket, having dropped 5.4% to a six-month low Wednesday. Broadcom stock is also on the rise after shedding roughly $422 billion of its market cap over the last five trading days.

Description: Micron Technology posted quarterly earnings that topped analysts' estimates, sending shares higher in extended trading Wednesday.

Description: Nvidia Microsoft and other prominent artificial-intelligence stocks are seeing bouts of selling. Wall Street has grown wary that software and internet companies will slow down the pace of their investments in data centers, dragging down chip stocks. The worry there is that returns on their massive AI investments might disappoint the market’s expectations.

Description: Shares of AMD have steadied near recent highs as investors digest strong AI-related momentum alongside lingering questions about how quickly the company can meaningfully close the gap with Nvidia in data center acceleration. The story right now is ...

Description: This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Dec. 17, 2025. You can follow the latest updates on the ...

Description: A stealth chip startup just minted hundreds of millionaires--and it's burning cash to take on Huawei and Nvidia.

Description: China's MetaX Debut Signals Rising Appetite for Domestic AI Chips

Description: After a monster year, all eyes are on Micron's earnings--and whether data center demand can keep this rally alive.

Description: Nvidia stock was falling Wednesday as the chip maker faces an increasing number of rivals in the U.S. and China.

Description: Nvidia stock slips on Wednesday after a Chinese AI company completed a successful IPO in the Shanghai exchange.

Description: Alphabet's Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world’s most widely used AI software framework, in a move aimed at weakening Nvidia's longstanding dominance of the AI computing market, according to people familiar with the matter. The effort is part of Google's aggressive plan to make its Tensor Processing ​Units a viable alternative to Nvidia's market-leading GPUs. TPU sales have become a crucial growth engine of Google's cloud revenue as it seeks to prove to investors that its AI investments are generating returns.

Description: Amazon is in talks to invest at least $10 billion in OpenAI, which would use the e-commerce giant's in-house AI chips.

Description: Following its landmark debut in the U.S. market, Upstage AI, a global AI company, is celebrating a year of explosive growth and strategic accomplishments. Its intelligent solutions–Generative Intelligence (Solar LLM) and Document Intelligence for extraction on any document–are transforming workflows for some of the world's largest enterprises, optimizing repetitive tasks while preserving human oversight and complex decision making.

Description: Spending on the AI buildout may reach into the trillions of dollars.

Description: AlphaTON Capital has announced the acquisition of its first NVIDIA B300 GPUs, integrated into Supermicro's advanced HGX systems, through a partnership with Atlantic AI. This deployment aims to enhance the Cocoon AI Network by leveraging advanced compute power, thereby offering enterprise-level artificial intelligence capabilities with military-grade privacy protection to users worldwide. The NVIDIA B300 chips, renowned for their high-performance processing suitable for complex AI tasks, mark...

Description: Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), on Wednesday met the Chinese minister of industry and information technology (MIIT), where she affirmed the US chipmaker's "commitment to deepening its investments" in China, the ministry said. On her second day of a China trip, Su exchanged views with MIIT head Li Lecheng on "strengthening cooperation in the digital economy and artificial intelligence sectors", according to a statement issued by MIIT on Wednesday. Su reportedly

Description: Two hungry challengers appear to have their eyes on Nvidia's throne.

Description: Amazon is in talks to invest at least $10 billion in OpenAI, which would use the e-commerce giant's in-house AI chips.

Description: MetaX shares opened at 700 yuan apiece in Shanghai versus an IPO price of 104.66 yuan, before surging as far as 895 yuan in ‌early trade, stirring persistent AI bubble concern. "It's another IPO tale in China that turns a crow into a phoenix," said fund manager Yang Tingwu at Tongheng Investment. The price surge "creates huge arbitrage opportunities" for pre-IPO investors, Yang said, and "we're likely witnessing the stock's peak level for the next five years".

Description: Nvidia stock has been hit by worries over an artificial-intelligence bubble but UBS analysts think the concerns are overblown.

Description: The White House has launched the U.S. Tech Force to recruit around 1,000 engineers to build next-gen government technology. The Tech Force will address a range of administrative challenges at different government organs, and private sector giants, including popular crypto companies like ...

Description: Coverage comes as U.S. export policy clarity reduces risk but heightens competition

Description: Piper Sandler remains upbeat after management call on upcoming product roadmap

Description: Semiconductors have accounted for three of the nine industry groups that met the bubble criteria going back to 1991, according to Ned Davis Research Chief Thematic Strategist Pat Tschosik.

Description: Analog Chips Face Headwinds, AI Chips Still Hot

Description: INTC is in talks to buy AI start-up SambaNova for $1.6 billion, aiming to speed AI chip development and deliver full AI systems to customers.

Description: STX shares are up 118% in six months as AI-driven data center demand, new Exos systems, and HAMR advances power results and capital returns.

Description: ClearML now provides native fractional GPU support for AMD Instinct GPUs, enabling teams to run training, fine-tuning, and inference workloads simultaneously on a single GPU SAN FRANCISCO, CA / ACCESS Newswire / December 16, 2025 / ClearML , the leading ...

Description: Arista's AI networking push, from 800G shifts to broad ecosystem partnerships, gains momentum with rising demand and reaffirmed AI revenue targets.

Description: Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. In the letter, the firm noted that the market entered the fourth quarter with equities near all-time highs and monetary policy easing. The firm also believes that this momentum could persist even though there […]

Description: AMD Prepares Big AI Push With Helios, Piper Sandler Stays Bullish

Description: Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Description: DIAMOND BAR, Calif., December 16, 2025--Newegg (Newegg Commerce, Inc., NASDAQ: NEGG), a global leader in computer and technology products, today announced the successful completion of its AMD Game On Event, an immersive esports and gaming experience powered by AMD Ryzen™ processors and Radeon™ graphics. The event brought fans together with members of Evil Geniuses, one of North America’s most established professional esports organizations and the 2023 VALORANT Champions, delivering high-performa

Description: Marvell and Chipotle have been highlighted as Zacks Bull and Bear of the Day

Description: Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), began a visit to China on Tuesday, meeting Chinese computer giant Lenovo in Beijing just days after US President Donald Trump said Washington would ease restrictions on certain chip shipments to China. Su and other AMD executives visited Lenovo's headquarters, where photos circulating on Chinese social media showed multiple digital screens displaying "Welcome AMD". On RedNote, Lenovo's official account replied to one post with a

Description: Chinese artificial intelligence chip designer MetaX Integrated Circuits will make its trading debut in Shanghai on Wednesday, according to a filing late on Monday, more than a week after industry peer Moore Threads Technology's stellar listing on the city's Star Market. Founded in Shanghai in September 2020 by former engineers at Advanced Micro Devices, MetaX priced its initial public offering at 104.66 yuan per share, which was expected to raise 4.2 billion yuan (US$596 million) from the sale o

Description: Broadcom shares started the week with more declines, following last week's selloff. Shares in the chipmaker dropped 5.6% Monday, following the sharp fall Friday in response to the company's earnings report. At the close of trading, Broadcom had fallen about 18% over the last three trading sessions.

Description: Today, Dec. 15, 2025, investors weigh fresh AI model launches, new software deals, and evolving export rules shaping Nvidia’s outlook.

Description: Now, analysts at J.P. Morgan see an options opportunity in the selloff. Shares of Nvidia ended up 0.7% at $176.29. Nvidia stock has fallen 6.2% over the past month amid concerns about competition from Google’s Tensor Processing Units.

Description: Quantum's real 2026 winners may be enablers, not builders, as AMD, Oracle and others target early revenues from hybrid systems and security.

Description: BNP Paribas says industry leaders expect strong momentum, especially in AI compute

Description: NVDA, AMD and MTSI are poised to ride the AI wave, chip demand surge and policy tailwinds into the next tech rally.

Description: U.S. stocks ended lower on Friday, with investors dumping technology stocks and taking refuge in value assets as concerns grew over an AI bubble and Treasury yields rose after some Federal Reserve policymakers raised concerns over risks of lower borrowing costs.

Description: Hesai Technology (NASDAQ: HSAI; HKEX: 2525), a global leader in lidar solutions, has been named to Morgan Stanley's "Humanoid Tech 25", an exclusive list of the world's 25 most influential robotics companies. Hesai is the only lidar company included on the shortlist, recognized for delivering critical 3D perception capabilities that enable real-world robotics applications. Other companies featured on the Humanoid Tech 25 list include industry leaders such as NVIDIA, AMD, Sony, Samsung, Onsemi, H

Description: The Global Chess League (GCL), a joint initiative of Tech Mahindra and FIDE, is collaborating with AMD, the leader in high-performance computing, to strengthen the league's technology infrastructure for Season 3. AMD cutting-edge processing power and graphics performance will help deliver seamless gameplay, broadcast outputs, and the next level of immersive fan experiences. GCL Season 3 will take place from December 13 to 24, 2025, at Mumbai's iconic Royal Opera House.

Description: Semiconductor Executives Signal Positive Supply Trends Ahead of Next Year

Description: MU's DRAM revenues are likely to surge 58% year over year in Q1 as AI workloads boost demand for high-performance memory.

Description: The ChatGPT maker sparked this generation's tech revolution. Can AI's biggest engine continue to drive its gold rush?

Description: Investors say Microsoft's real edge comes from its sprawling AI ecosystem and growing independence from any single model provider.

Description: Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. There has been one company at the very center of the AI trade this year. That is none other than OpenAI (OPAI.PVT)! OpenAI has won Yahoo Finance’s 11th annual Company of the Year award. Here is why. First, it undeniably led the market narrative for investors in 2025. When it announced big deals, stocks popped. When it issued a cautionary statement, stocks took a hit. Second, OpenAI secured scores of new, transformational deals with large public companies, including Nvidia (NVDA), AMD (AMD), and Oracle (ORCL). And three, its year of dealmaking will likely see the company end the year as the world’s most valuable private business — with an estimated valuation of $500 billion, according to Yahoo Finance data. Yahoo Finance Executive Editor Brian Sozzi talked exclusively with OpenAI CFO Sarah Friar about the company’s path forward — from eventually turning profitable to a potential push into hardware. Listen on your favorite podcast platform or watch on our website for full episodes of Opening Bid Unfiltered. Yahoo Finance's Opening Bid Unfiltered is produced by Langston Sessoms.

Description: Recent developments in the realm of AI Chips have seen WELLE Environmental Group and Primech Holdings enter a strategic agreement to advance innovation in industrial robotics and sustainable operations. The partnership focuses on the creation and deployment of specialized industrial robots for challenging environments and aims to integrate robotics with environmental engineering for improved efficiency and sustainability. By leveraging WELLE’s expertise in environmental governance and Primech...

Description: Avnet and AMD have wrapped up the inaugural 'AMD on Wheels' national roadshow, bringing cutting-edge AI and high-performance computing solutions to innovation hubs across Australia. The initiative reaffirmed the partners as definitive industry leaders by demonstrating the critical intersection of AI, sustainability, and commercial acceleration.

Description: The AI infrastructure buildout is accelerating across semiconductors, cloud computing, and software applications. Identifying which companies will dominate five years from now is nearly impossible, exposing investors to concentration risk as competition intensifies. Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) addresses this by spreading exposure across 86 AI companies. The fund holds $7.0 billion ... AIQ Let’s You Profit From The AI Arms Race Without Picking Winners

Description: Nasdaq Slides as Broadcom Forecasts Shake AI Trade

Description: Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL)’s custom TPU chips and NVIDIA (NASDAQ: NVDA)’s GPUs, which currently dominate AI compute. As application-specific chips, TPUs are more energy-efficient and potentially cheaper than NVIDIA’s more general-purpose ... The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown

Description: These two S&P 500 components have been solid performers in 2025 and are likely to continue heading higher in the new year as well.

Description: The battle to secure Yahoo Finance's annual Company of the Year award is down to two AI titans: Nvidia and OpenAI.

Description: The AI computing market looks strong heading into 2026.

Description: Advanced Micro Devices (AMD) has had a choppy few weeks, with the stock sliding roughly 18% over the past month after a strong run in the past 3 months and year to date. See our latest analysis for Advanced Micro Devices. That pullback comes after a huge run, with AMD’s 90 day share price return of about 33% and a 1 year total shareholder return above 66%. This suggests momentum is cooling, but the longer term growth story is still very much intact. If AMD’s recent swings have you rethinking...

Description: The AI computing market is a great place to invest.

Description: The vaunted AI company may have a more challenging year in 2026.

Description: Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing.

Description: Advanced Micro Devices (AMD) closed at $210.78 in the latest trading session, marking a -4.81% move from the prior day.

Description: Nasdaq Slides as Broadcom Forecasts Shake AI Trade

Description: Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) fell 6.6% in the morning session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of computer processor maker AMD (NASDAQ:AMD) fell 4.3% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of data center products and services company Vertiv (NYSE:VRT) fell 7.7% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Direxion Daily Semiconductor Bear 3x Shares (NYSEARCA:SOXS) offers a contrarian bet against the AI boom, delivering three times the inverse daily performance of semiconductor stocks. While the ETF has attracted attention for its dividend distributions, understanding how this fund generates income reveals why it’s fundamentally different from traditional dividend investments. How SOXS Generates Such High ... SOXS May Pay a 20% Dividend, But It Lost 87% Betting Against Nvidia | SOXS NVDA Pays a 20

Description: Broadcom led AI hardware stocks lower Friday, extending Thursday's losses despite a stronger-than-expected earnings report from the chipmaker.

Description: Oracle Tanks Hard as Sales Disappoint -- Nvidia, AMD, Micron Dragged Lower

Description: As the U.S. stock market experiences a surge following the Federal Reserve's decision to cut interest rates, major indices like the S&P 500 and Dow Jones Industrial Average are nearing record highs, reflecting investor optimism. In this buoyant environment, identifying stocks that may be trading below their intrinsic value can offer potential opportunities for investors seeking value in a market driven by monetary policy shifts.

Description: Navitas Semiconductor has broadened its global distribution network through an expanded partnership with Avnet, a leading electronic component distributor. This extended collaboration, building on an existing relationship with Avnet Silica in Europe, positions Avnet as a globally franchised partner to support markets experiencing rapid growth, such as AI data centers, high-performance computing, and industrial electrification. By consolidating its distribution network, Navitas aims to provide...

Description: U.S. AI-related stocks were falling premarket, continuing their rocky week. Oracle's disappointing second-quarter earnings report Wednesday set off a wave of selling in AI stocks, while Broadcom results Thursday prompted further concern.

Description: The final details of those incentives, exact amounts and target companies are still getting worked out, the people added. The scale of the effort — which on the lower end begins to approach the amount of capital Washington set aside for the Chips Act — underscores Beijing’s resolve to reduce its reliance on foreign chipmakers such as Nvidia Corp. It suggests the government will continue to support the likes of Huawei Technologies Co. and Cambricon Technologies Corp. even after the Trump administration approved the sale of Nvidia chips such as the more powerful H200 into China. At the maximum end, the proposal translates into the largest-ever state-backed semiconductor incentives program conceived, at a time nations from Europe to the Middle East are seeking to ensure local production and supply of a component considered critical to AI and national security.

Description: Investors are wary of Oracle's reliance on OpenAI.

Description: AMD appears to be gaining ground on Nvidia.

Description: US benchmark equity indexes were mixed intraday, with the Dow Jones Industrial Average jumping and t

Description: Jensen Huang biography author Stephen Witt explains why Google's self-developed AI model, Gemini, could pose a threat to Nvidia's AI dominance

Description: Accompanying Time's annual person of the year selection Thursday is a magazine cover that resembles the “Lunch Atop a Skyscraper” photograph from the 1930s showing eight of the “ Architects of AI ” sitting on the beam. “This was the year when artificial intelligence’s full potential roared into view, and when it became clear that there will be no turning back or opting out,” Time editor-in-chief Sam Jacobs wrote in an explanation of the choice. The magazine was deliberate in selecting people — the “individuals who imagined, designed, and built AI” — rather than the technology itself.

Description: Shares of computer processor maker AMD (NASDAQ:AMD) fell 3.8% in the morning session after the company was impacted by disappointing earnings from cloud company Oracle and a recent U.S. policy shift benefiting its competitor, Nvidia.

Description: Oracle led tech stocks lower Thursday after the cloud computing provider's quarterly sales missed analysts' estimates.

Description: Oracle’s latest earnings have stoked further anxiety around the artificial-intelligence trade. The stock is down more than 16% in early trading Thursday, and is taking much of the AI data-center hardware trade with it. Shares of Nvidia Advanced Micro Devices Broadcom Dell Technologies and Hewlett Packard Enterprise were all down at least 2%.

Description: Nvidia and other stocks exposed to the AI trend were being hit as Oracle slumped following earnings.

Description: Oracle has lost all of the gains it saw in September following a deal with OpenAI and promising news on cloud demand

Description: Investors speculate AMD could regain access to a key AI hardware market

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the Hot AI Stocks on Wall Street’s Radar. On December 9, UBS reiterated its “Buy” rating on the stock with a $235.00 price target. The rating affirmation reflects firm optimism following reports that the company may receive permission to export certain AI chips to China. “Reuters reported today that the […]

Description: U.S. tech and AI-related stocks were falling in premarket trading Thursday as investors responded to Oracle's consensus misses for both earnings and AI spending. Though Oracle's losses are deeper premarket—down 11%—AI-focused stocks also dropped.

Description: The high-flying software stock's growth could be outpaced by the gains of Alibaba and AMD.

Description: Wondering if Advanced Micro Devices is still worth buying after its huge run, or if the real upside has already been priced in? The stock has been choppy in the short term, up 1.8% over the last week but down 9.2% over the last month, yet it is still up a massive 83.6% year to date and 70.1% over the past year, with gains of 221.2% over 3 years and 128.6% over 5 years reshaping how investors see its growth and risk. Recently, the market has been focused on AMD's aggressive push into AI...

Description: Prior to joining GlobalFoundries in 2022, Franklin ⁠held senior finance ‌roles at Mubadala Investment Company, MUFG Bank and Barclays. Franklin's leadership will ‍help the company "capitalize on significant opportunities ahead" as demand for semiconductors accelerates with the rise of ​artificial intelligence, said CEO Tim Breen. GlobalFoundries has ‌been investing in differentiated technologies to support AI workloads from data centers.

Description: Investors are eyeing the following financial results afterhours for insight into the artificial-intelligence boom: ↘️ Oracle (ORCL): The software maker's revenue and operating income fell slightly short of analysts’ expectations, adding fuel to concerns over the company’s ability to capitalize on the AI industry’s ravenous demand for computing capacity.

Description: The lawsuits, filed on the behalf of dozens of Ukrainian civilians by Mikal Watts and prominent law firm Baker & Hostetler, cite five attacks between 2023 and 2025 that killed dozens of people. One attack allegedly involved Iranian-made drones with components associated with Intel and AMD, while the others involved Russian-made KH-101 cruise missiles and Iskander ballistic missiles.

Description: Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

Description: The semiconductor sector delivered extraordinary performance in 2025, with AI-driven demand reshaping the competitive landscape. After analyzing recent quarterly results, profitability metrics, and strategic positioning across major chip stocks, five companies emerged as the sector’s dominant performers that defined this transformative year. Intel Corporation (INTC) Intel executed a credible turnaround under challenging conditions. The company ... 2025’s Winning Semiconductor Play: How One Chipm

Description: The EU General Court dealt a blow to the European Commission on Wednesday in reducing what was initially a record fine against US chipmaker Intel to 237 million euros ($276 million) -- a quarter of the original sum.In the new ruling published Wednesday, the court said it had "substantially upheld the 2023 decision", but reduced the fine to 237 million euros.

Description: Investors can expect this high-flying AI stock to head higher in the coming year.

Description: Market Catalysts host Julie Hyman examines three trending stories on Yahoo Finance's platform, including GameStop's (GME) earnings, Carvana's (CVNA) hot streak, and chip stocks — Intel (INTC), AMD (AMD), and Texas Instruments (TXN) — under fire. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: TSMC Poised to Capture AI Chip Demand as Data-center Spending Climbs

Description: AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.

Description: AI-driven chip demand is fueling a major surge, and SOXX and other semiconductor ETFs give investors a diversified way to ride the momentum into 2026.

Description: Nvidia, AMD Could Gain From China Sales; BNP Sees Risky Road Ahead

Description: Recent developments in AI-integrated cybersecurity solutions have intensified as enterprises face a surge in AI-weaponized cyberattacks, up 156% by late 2025. Many companies are urgently enhancing security frameworks with quantum-resistant cryptography and zero trust architectures to address this evolved threat landscape. Highlighted solutions include Quantum Secure Encryption Corp's (QSE) launch of the qREK Software Development Kit, which empowers developers with tools for quantum-resilient...

Description: Intel's (INTC) antitrust fine in a microprocessors case has been decreased to 237.1 million euros ($

Description: U.S. chipmaker Intel lost its challenge against a 376 ​million euros ($438 million) EU antitrust fine imposed two ‌years ago for thwarting rivals but gained some solace as Europe's second-highest ‌court slashed the penalty by a third on Wednesday. The European Commission, which acts as the EU competition enforcer, handed out the fine in 2023 after the tribunal threw out ⁠its earlier penalty ‌of 1.06 billion euros imposed in 2009 for blocking Advanced Micro Devices. The 376 million euro ‍fine concerned payments made by Intel to HP, Acer and Lenovo to halt or delay rival products between November 2002 and ​December 2006.

Description: 🔎 Nvidia (NVDA): President Trump said he would let Nvidia export its H200 chip to China, and the U.S. would receive a 25% cut. He said the government would take a similar approach to AMD (AMD) and Intel (INTC) exports.

Description: US equity indexes closed mixed on Tuesday, with basic materials and consumer defensive leading secto

Description: The Trump administration's approval of Nvidia AI chip sales to China is directionally positive for the company but likely will have only limited impact near term.

Description: Nvidia slips after President Donald Trump says he plans to allow the company to sell its more advanced AI chip to China.

Description: US equity indexes were mixed after midday Tuesday, with basic materials and energy topping the secto

Description: Commerce department finalising deal to allow H200 chips to be sold to China as strict Biden-era restrictions relaxed

Description: Nvidia (NVDA) faces uncertainty around selling its H200 artificial intelligence chips in China, desp

Description: While President Donald Trump plans to allow Nvidia to sell a more advanced artificial-intelligence chip to China, doubts over whether Beijing will permit sales in large volumes mean the stock isn’t receiving much of a boost. China has effectively banned the country’s technology companies from buying Nvidia hardware. Nvidia has said its current financial guidance doesn’t assume any revenue from China.

Description: US equity indexes rose, with basic materials, financials, and energy topping the sector charts in mi

Description: President Trump said Nvidia will be allowed to sell its H200 AI chips in China, with a 25% cut of sales going to the U.S. government.

Description: Marvell Technology surges in AI data-center momentum, tapping new tech, acquisitions and partnerships to fuel growth despite a tough year for its shares.

Description: AMD's management projects strong growth through 2030.

Description: Nvidia just updated its CUDA platform and made it a lot more attractive for developers. Is this a game-changer for NVDA stock?

Description: Discover seven surprising stocks Warren Buffett refuses to own and learn the reasons behind his decisions to avoid these investments.

Description: The data center accelerator market is set to surge, reaching USD 170.81 billion by 2025 and escalating to USD 372.68 billion by 2030, driven by high-performance computing demands and AI advancements. This growth registers a CAGR of 16.9% from 2025 to 2030. Enterprises and cloud operators are adopting GPUs, FPGAs, and ASICs to enhance scalability and efficiency. The enterprise data center segment is forecasted to experience the highest CAGR, while the IT & telecom vertical will take the lead by 2

Description: Policy shift opens door for AMD and Intel licenses, analysts say

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: US equity futures were trending higher on Tuesday as President Donald Trump said he will allow Nvidi

Description: Trump said that the US Commerce Department is finalising the details of the agreement.

Description: Oracle (ORCL) reports fiscal second quarter results on Wednesday after the closing bell. TECHnalysis Research president, Bob O'Donnell, sits down with Julie Hyman to discuss Oracle's place in the artificial intelligence (AI) trade and what he's watching for in the earnings print. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: <body><p>STORY: President Donald Trump on Monday said Nvidia will be allowed to sell its H200 artificial intelligence chips to China—but at a price.</p><p>The U.S. government will collect a 25% fee for each chip exported, higher than the 15% floated in August. </p><p>A White House official says it will be collected as an import tax from Taiwan, where the chips are made, before they undergo U.S. security checks and head to China.</p><p>Nvidia shares jumped after Trump’s announcement on Truth Social — up 2% after hours, following a 3% rise earlier on reports of the deal.</p><p>Trump said he informed Chinese President Xi Jinping about the decision, and Xi responded positively, according to the post.</p><p>Trump added that the U.S. Commerce Department is finalizing details of the deal and the same approach would apply to other AI chip firms such as AMD and Intel.</p><p>The move appears to settle debate over whether American chipmakers should sell to China or hold back to protect U.S. dominance in AI. </p><p>However, critics in Washington say shipping high-end AI chips to China risks supercharging its military.</p><p>Democratic senators criticized the decision, calling it a major economic and national security failure.</p><p>Experts say Nvidia's H200 is nearly six times more powerful than the H20, which is the most advanced chip currently allowed for export to China. </p><p>But it’s still slower than Nvidia’s Blackwell chips, which U.S. firms use for AI training and deployment.</p></body>

Description: Commerce department finalizing deal to allow H200 chips to be sold to China as strict Biden-era restrictions relaxed

Description: President Trump gave Nvidia permission to sell its H200 AI chip to China in exchange for a 25% cut of the sales. Nvidia stock rose late.

Description: President Donald Trump said the United States would permit NVIDIA to ship its H200 AI chips to approved customers in China, effectively ending an export ban.

Description: U.S. President Donald Trump said ​on Monday that ‌he will allow Nvidia ‌to ship its H200 chips to approved customers in China and ⁠other countries, ‌under conditions that allow for continued ‍strong national security. The U.S. Department of Commerce is finalizing ​the details, and ‌the same approach will apply to AMD, Intel, and other U.S. companies, Trump said in ⁠a post ​on X.

Description: President Donald Trump plans to allow Nvidia to sell a more advanced AI chip to China. Trump seemed to imply Nvidia will pay a 25% fee on any H200 sales to China, adding: “$25% will be paid to the United States of America.” Nvidia didn’t immediately respond to a request for comment on Trump’s post.

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: AI-driven productivity gains will deliver big earnings for companies, said John Chambers.

Description: JC2 Ventures founder and CEO John Chambers, who was formerly the CEO of Cisco (CSCO), joins Opening Bid host Brian Sozzi to talk about the ongoing artificial intelligence (AI) trade and share which Big Tech leaders and players he's watching, including Oracle's (ORCL) Larry Ellison, Microsoft's (MSFT) Satya Nadella, and AMD's (AMD) Lisa Su. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: AI Surge Hits Intel (INTC): Shares Slide Amid Rising Memory Costs and Margin Pressure

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the fastest-growing semiconductor stocks to buy. On December 3, Bank of America Securities analyst Vivek Arya reaffirmed a Buy rating on the stock, keeping his price target unchanged at $300. As of December 5, Advanced Micro Devices, Inc. (NASDAQ:AMD) enjoys highly positive analyst opinions with more than […]

Description: Nvidia stock has been hit by concerns that custom chips designed by Broadcom could eat into its dominant market share.

Description: Happen to buy one of the best S&P 500 stocks of the year? That's great — but what about next year?

Description: Synopsys, Inc., a provider of design automation software for integrated circuits, has recently faced legal challenges following a significant stock decline. The company’s Design IP segment, which includes AI-driven silicon components, reported a 7.7% year-over-year decline in revenue and a 43% drop in net income for the third quarter of 2025. This downturn is attributed to increased customization demands from customers, impacting profitability and prompting considerations for a change in...

Description: Nvidia Corporation (NASDAQ:NVDA) is among the best stocks you’ll wish you bought sooner. On Thursday, December 4, Reuters reported that a group of U.S. senators introduced a bill, known as the SAFE CHIPS Act, that aims to block any changes to rules restricting the supply of advanced AI semiconductors from Nvidia and AMD to countries including […]

Description: Nvidia has been one of the biggest darlings of the artificial intelligence (AI) revolution, but another chip stock could be poised for a breakout.

Description: The maker of ChatGPT is no longer seen as being on the cutting edge of AI technology and is facing questions about its lack of profitability and the need to grow rapidly to pay for its massive spending commitments. “OpenAI was the golden child earlier this year, and Alphabet was looked at in a very different light,” said Brett Ewing, chief market strategist at First Franklin Financial Services.

Description: America’s robotics race is heating up under the Trump administration, and AMD might be the cleanest way to get in early.

Description: Inside AMD's Multi-Billion-Dollar AI Push: Growth, Risks, and the Future of Tech

Description: Can AMD's stock outperform Nvidia's once again in 2026?

Description: This artificial intelligence (AI) leader is enjoying robust sales growth, yet its share price valuation isn't out of control.

Description: These stocks are positioned to have a massive rally thanks to AI advancements.

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks Analysts are Tracking Closely. On December 2, TD Cowen reiterated a “Buy” rating on the stock with a $290 price target. Firm analyst believes AMD is an AI winner, with the Helios launch marking a key AI inflection point. TD Cowen has picked AMD as […]

Description: Armed with the most advanced blueprints for graphics processing units, or GPUs, and helped by the rapid pace of innovation at Taiwan Semiconductor Manufacturing the contract fabricator that makes 90% of the world’s advanced AI chips, Nvidia has become synonymous with AI processors. New entrants to the AI chip-design business, including Google and Amazon are talking about selling their most advanced chips, which rival Nvidia’s GPUs in power and efficiency, to an array of outside customers. Smaller rivals like Advanced Micro Devices, Qualcomm and Broadcom are introducing products that help them focus more intently on AI data-center computing.

Description: Palantir stock has gained more than 2,000% since the AI revolution kicked off three years ago.

Description: Prognosticator’s offer up their views on everything from a Swifty marriage boom to the role of affordability in next year’s elections to the fates of the dollar and inflation. Why the foreseeable future is a little foggy.

Description: We came across a bullish thesis on Advanced Micro Devices, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.’s share was trading at $219.76 as of December 1st. AMD’s trailing and forward P/E were 113.89 and 35.21 respectively according to Yahoo Finance. […]

Description: Upcoming hikes reflect tight memory markets and growing AI-related demand.

Description: Is Amazon’s new Graviton5 CPU the moment that finally pushes investors to pause and rethink their stance on AMZN—hold steady, pull back, or double down?

Description: Nancy Tengler, CIO of Laffer Tengler Investments, shared her list of six for '26. The list includes stocks across tech, retail, and homebuilding.

Description: TD Cowen is bullish on AMD ahead of its 2026 launch of Helios.

Description: Google's Gemini AI chatbot has been gaining market share, and that's been good news for Broadcom stock, which reports earnings late Thursday.

Description: Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.2% in the morning session after positive news emerged on multiple fronts, including leaked benchmarks for a new high-performance CPU and clarification from its CEO regarding AI chip shipments to China.

Description: Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Description: Coherent Corp. has introduced an advanced 300mm silicon carbide platform to meet the growing thermal efficiency requirements of AI-driven datacenter infrastructure. This development utilizes Coherent's expertise in 200mm SiC technology to create a platform that enhances power density, switching speed, and thermal management. By transitioning to larger diameter SiC wafers, the platform significantly improves energy efficiency and thermal performance, benefiting not only datacenters but also...

Description: Tesla Plans Aggressive AI Chip Rollout, Eyes Industry Leadership

Description: Taiwan Semiconductor's growth is key to the health of the AI investment trend.

Description: Nvidia stock was rising as the market digests reports from AI server companies Foxconn and Hewlett Packard Enterprise.

Description: Tesla leads a roster of robotics-focused stocks investors are watching as the Trump administration pushes AI-driven productivity growth.

Description: Advanced Micro Devices’ fair value estimate has inched up from roughly $277 to about $284 per share, driven by slightly stronger assumptions for long term AI fueled revenue growth and a marginally lower perceived risk profile, with the discount rate easing from about 10.52% to roughly 10.44% and revenue growth expectations rising from around 32.9% to approximately 34.7%. These refined inputs reflect Wall Street’s increasingly constructive view of AMD’s role as a leading challenger in data...

Description: What’s happening with Web3 after the White House Crypto Summit? David Sacks, the Trump administration’s AI and Crypto Czar, is being accused of helping formulate policies that aid his Silicon Valley friends and many of his own tech investments. Earlier in the year, Sacks and President Donald Trump unveiled a ...

Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best augmented reality stocks to buy right now. On November 20, Raymond James resumed coverage of Advanced Micro Devices Inc. (NASDAQ:AMD) with an Outperform rating and a $337 price target. The positive stance is in response to the company’s strong position as a leading provider of […]

Description: We came across a bullish thesis on Amkor Technology, Inc. on SixSigmaCapital: Navigating the Financial Markets’s Substack by SixSigmaCapital and Michel. In this article, we will summarize the bulls’ thesis on AMKR. Amkor Technology, Inc.’s share was trading at $37.74 as of December 1st. AMKR’s trailing and forward P/E were 30.44 and 22.83 respectively according to Yahoo Finance. […]

Description: For our inaugural Chart of the Week, we turn to Intel one of the market’s most polarizing stories but one finally beginning to reflect turnaround efforts. After years of choppy trading and underperformance, the stock is carving out a technical structure that speaks to a meaningful shift in momentum. Intel, a top five holding in the now also carries the backing of the U.S. government through a 9.9% equity stake announced in August.

Description: Nvidia stock was gaining amid reports it won a major political battle over restriction on exports of AI chips.

Description: TD Cowen is bullish on AMD stock, citing the chipmaker's continued AI product expansion in 2025.

Description: A last-minute win on Capitol Hill could keep Nvidia's AI chip empire roaring--while China hawks scramble for Plan B.

Description: Artificial intelligence (AI) has been the biggest growth driver of the stock market in 2025. Despite the economic uncertainties, tariff concerns, and a government shutdown, AI stocks have remained at the top and led the stock market higher. Some of the biggest tech companies have seen their market capitalization swell and two of the biggest ... Have $75,000 to Invest? Nvidia or Alphabet

Description: SAN FRANCISCO, Dec 4 (Reuters) - Advanced Micro Devices (AMD) CEO Lisa ​Su on Thursday said ‌the company has licenses to ship ‌some of its MI 308 chips to China and is prepared to pay a 15% ⁠tax to ‌the U.S. government if it ships them.

Description: Can the smaller chipmaker continue to outperform its more famous peer in the new year?

Description: Nvidia is reportedly staring down new competition from one of its own customers, but it's not the end of the road for the AI chip leader.

Description: Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Description: Nvidia may keep selling advanced AI chips abroad after U.S. lawmakers exclude GAIN AI restrictions.

Description: As the AI buildout continues, it's not just "Magnificent Seven" members that stand to gain greatly from this long-term growth trend.

Description: Strong financial performance, AI-driven momentum and low valuation multiples spark fresh interest in MU stock despite a YTD surge of 178%.

Description: AI chip export limits quietly dropped

Description: Sales of AMD's data center CPUs and GPUs could surge over the next decade.

Description: AMD is looking to gain ground in the AI spending realm.

Description: New Helios platform targets massive data-center deployments

Description: Taiwan Semiconductor Manufacturing should be a winner, regardless of which chip designers gain or lose market share.

Description: Nvidia (NVDA) stock has clearly been Wall Street’s biggest AI winner, but Morgan Stanley feels it has much more room to run. Analyst Joe Moore just bumped his price target from $250 to $235, a massive 38% upside from Nvidia’s current price at $181.46. Moore, rated 5 stars on TipRanks, ...

Description: REDWOOD CITY, Calif., December 03, 2025--C3.ai, Inc. ("C3 AI," "C3," or the "Company") (NYSE: AI), the Enterprise AI application software company, today announced financial results for its fiscal second quarter ended October 31, 2025.

Description: In the latest installment of Yahoo Finance's Good Buy or Goodbye, Laffer Tengler Investments CEO and CIO Nancy Tengler lays out to Josh Lipton her outlook on two AI chip players: Texas Instruments (TXN) and Advanced Micro Devices (AMD). Tengler underlines the leadership of AMD CEO Lisa Su and strong valuations fueling the chip name, while pointing to Texas Instruments' slowing dividend growth and its cuts to guidance as reasons to not invest in the semiconductor company. Also catch Nancy Tengler talk about shifting sentiments in the AI ecosystem. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Shares of Advanced Micro Devices (NASDAQ: AMD) rose 2.1% on December 2nd, coinciding with a notable surge in retail investor sentiment on Reddit and X. AMD’s sentiment score hit 64 (bullish) at 3am ET on December 3rd, virtually matching NVIDIA (NASDAQ: NVDA) at 67 during the same period. This convergence marks a dramatic shift in ... AMD’s Half-Price Cloud Strategy Narrows Gap With NVIDIA

Description: The so-called GAIN AI Act would require chipmakers, including Nvidia and Advanced Micro Devices Inc., to give American customers first dibs on their powerful AI chips before selling in China and other arms-embargoed countries. A person familiar with the defense bill said it is not in the bill, though the situation could still change unexpectedly. The decision caps a fierce lobbying fight that pitted China hawks and AI safety advocates against Nvidia and other industry players, which have sought to expand their market access to Beijing.

Description: Nvidia on Wednesday published new data showing that its latest artificial intelligence server can improve the performance ​of new models - including two popular ones from China - by 10 times. The ‌data comes as the AI world has shifted its focus from training AI models, where Nvidia dominates ‌the market, to putting them to use for millions of users, where Nvidia faces far more competition from rivals such as Advanced Micro Devices and Cerebras. Nvidia's data focused on what are known as mixture-of-expert AI models.

Description: Nvidia stock was falling Wednesday, pushed down by the threat of competition from Amazon.com new AI hardware. Nvidia’s competition is Amazon’s new Trainium 3 AI chips, which the e-commerce company launched for customers on Tuesday. Although Amazon said its chips can reduce the cost of training and operating AI models by up to 50% compared with systems that use equivalent graphics processing units, which are Nvidia’s specialty, the two companies still appear on relatively friendly terms.

Description: On a post-earnings conference call with analysts on Tuesday, Marvell said it’s more bullish about revenue growth next year and predicted that custom chip sales will increase 20%. Large customers have renewed orders, and Marvell said there won’t be a repeat of previous “air pockets,” when sales in that unit have declined. The company also announced plans to acquire startup Celestial AI for at least $3.25 billion, a move it said would bolster the artificial intelligence push.

Description: ASML serves a foundational role in advancing AI.

Description: INTC jumps 8.7% on buzz of a potential Apple chip deal, but margin pressure and fierce competition loom large.

Description: Roundhill Investments, an ETF sponsor focused on innovative ETFs, today announced the launch of the Roundhill UNH WeeklyPay™ ETF (UNHW), which begins trading on Cboe BZX today.

Description: Investing.com -- TD Cowen has named AMD one of its “Best Ideas 2026,” arguing that the upcoming Helios rack-scale platform will “ignite AMD’s AI business” and mark a major turning point for the chipmaker.

Description: TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.

Description: This software specialist's market-beating run is likely to continue in 2026 despite its expensive valuation.

Description: Vultr expands AI infrastructure with a 24,000-chip deployment of AMD's Instinct accelerators.

Description: Astera Labs, Inc. has announced the expansion of its connectivity solutions with a focus on custom offerings to support the growing complexity of next-generation AI infrastructure. By leveraging NVIDIA's NVLink Fusion ecosystem, Astera Labs aims to provide hyperscalers with custom solutions to optimize performance, energy efficiency, and cost for varied AI workloads. The company's initiative highlights the need for tailored connectivity in heterogeneous systems, enabling infrastructure...

Description: The AI revolution has created a unique and high-quality problem for Nvidia : The chip maker makes too much money. Nvidia has fallen under scrutiny over the past month as investors have come to worry about the sustainability of blowout artificial-intelligence spending. Nvidia’s stock price has picked up some ground this week, but the shares are still down 12% since the company peaked at a $5 trillion market cap in late October.

Description: Semiconductor company Marvell Technology might not get as much love as industry peers like Nvidia, Advanced Micro Devices, or Broadcom -- a factor which only becomes more obvious when you compare its stock performance with other industry peers. Its stock is down 18% year-to-date, leaving it largely ...

Description: Cloud infrastructure company Vultr said on Tuesday it would invest more than $1 billion to launch a ​new artificial intelligence cluster powered by Advanced Micro Devices' processors at a ‌new data center in Springfield, Ohio. The new cluster is a 50-megawatt, 24,000-chip facility ‌that will deploy AMD's Instinct MI355X graphics processing units, which will be interconnected with ethernet-based fabric that improves data transfer speed and traffic flow. Vultr is trying to benefit from the AI boom by positioning itself as a cost-effective alternative to hyperscalers, ⁠offering computing at lower prices.‌ Vultr CEO J.J. Kardwell said that its cloud infrastructure services are typically half the price of what hyperscalers charge.

Description: Intel will supply chips for Apple's MacBook Air and iPad in 2027, according to analyst Ming-Chi Kuo.

Description: Tether, the world’s largest stablecoin issuer, has entered the large language model (LLM) arms race with the launch of QVAC Fabric LLM. Announced on Dec. 2, the system allows full LLM execution, LoRA training and instruction-tuning directly on laptops, desktops, consumer GPUs, and even ...

Description: Axiado, a Silicon Valley-based startup that is making a chip designed to ​save space and power in artificial intelligence servers, said on Tuesday it has ‌raised $100 million in fresh capital. Inside AI data centers, thousands of powerful servers must work together in concert to ‌train models. Doing so requires coordination over an internal network, and all servers contain a handful of chips whose job it is to handle those instructions and manage the server's circuit board while keeping it secure from hackers.

Description: Advanced Micro Devices (AMD) said Tuesday it is expanding its work with Hewlett Packard Enterprise (

Description: Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.

Description: OpenAI will push back its rollout of other products to focus on improving ChatGPT amid competitive threats from Google and Anthropic.

Description: News Highlights HPE will be one of the first OEMs to adopt the AMD “Helios” architecture, an open, full-stack AI platform engineered for large-scale AI workloads.HPE will leverage purpose-built HPE Juniper Networking switches in “Helios” in collaboration with Broadcom, to deliver high-bandwidth, low-latency connectivity across massive AI clusters.AMD and HPE to power “Herder,” supercomputer built on the HPE Cray GX5000 platform with AMD Instinct™ MI430X GPUs and next generation AMD EPYC™ “Venice

Description: WEST PALM BEACH, Fla., December 02, 2025--Vultr, announced a major milestone in its long-standing strategic collaboration with AMD (NASDAQ: AMD) to advance and scale AI workloads worldwide.

Description: BARCELONA, December 02, 2025--HPE Discover Barcelona 2025 – HPE (NYSE:HPE) today announced it is speeding up deployment of at-scale artificial intelligence (AI) training and inferencing for cloud service providers (CSPs), including neoclouds, by offering the first AMD "Helios" AI rack-scale architecture with integrated scale-up Ethernet networking. The solution, leveraging purpose-built HPE Juniper Networking hardware and software along with Broadcom’s Tomahawk 6 networking chip, is based on the

Description: The market is witnessing an unprecedented hardware arms race, with tech giants collectively committing US$ 380 billion in 2025 to secure infrastructure. While GPUs dominate, the shift toward custom silicon and edge inference signals a maturing, diverse ecosystem.Chicago, Dec. 02, 2025 (GLOBE NEWSWIRE) -- The global AI processor market was valued at US$ 43.7 billion in 2024 and is expected to reach US$ 323.8 billion by 2033, growing at a CAGR of 24.9% during the forecast period 2025–2033. The tra

Description: NVDA's data center sales hit $51.22B as surging AI demand fuels record growth and expectations for a strong Q4.

Description: AMD whipsawed through the month as several news stories rocked the AI stock.

Description: AMD could be one of the biggest semiconductor stock winners over the next few years.

Description: The stock climbed as a partnership with Synopsys looked to be helping the chip maker shake off concerns about competitive pressure.

Description: While competition in the AI chip race accelerates, Bank of America remains faithful in AMD’s future.

Description: Nvidia (NVDA) announced a $2 billion investment in chip software manufacturer Synopsys (SNPS), while OpenAI (OPAI.PVT) takes an ownership stake in Thrive Holdings and strikes a deal to be Accenture's (ACN) primary artificial intelligence partner. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani chats with Allie Canal about the AI trade in the context of "circular investing" concerns and his outlook on which hyperscalers may have opportunities to pull ahead of the competition in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: The stake expands a multi-year collaboration to develop advanced chip-design and simulation tools.

Description: Meta Platforms (NASDAQ:META) caused some ripples in the tech scene when it was reported that Mark Zuckerberg’s tech titan is in discussions with Alphabet (NASDAQ:GOOG) to invest billions of dollars in Google TPUs (Tensor Processing Units) for its data centers by 2027. Undoubtedly, it should come as no surprise that some tech titans are looking to ... Meta Might Use Google TPUs in 2027. Should Nvidia Investors Panic?

Description: Next Ryzen CPU Leak Creates Market Stir

Description: Qualcomm's revenue climbs on surging automotive, IoT and premium handset demand, fueled by its expanding Snapdragon lineup and innovation push.

Description: AMD, GE Aerospace and IBM gain traction in Zacks' latest research as AI demand, aviation strength and hybrid-cloud strategies drive sentiment.

Description: The competitive landscape is changing for AI GPU suppliers like AMD as Google’s TPUs could gain momentum and hurt its growth prospects.

Description: Analysts will be watching to see if Thrive-owned firms actually succeed in building long-term profitable businesses using OpenAI’s tech, or if the result is really just pumped up valuations based on speculative market potential.

Description: AMD's data center AI momentum surges with Instinct GPUs, new partnerships and a $1T market outlook by 2030.

Description: Taiwan Semiconductor is slated to benefit from the massive AI building spree.

Description: Despite short-term turbulence and fears over potential competitive setbacks, AMD remains well-positioned in the multi-phase AI race.

Description: This huge company should do better than just tread water next year.

Description: Shares of Advanced Micro Devices (NASDAQ:AMD) have not had a good November, now down 18% in the past month, thanks in part to the AI valuation sell-off and a slew of developments that have impacted the semiconductor scene. With Google TPUs starting to weigh heavily on shares of the GPU makers, questions linger as to ... Should AMD Investors Worry About Google TPUs and the DRAM Shortage?

Description: Investing.com -- Crypto mining and artificial intelligence stocks dominated Robinhood UK’s most popular stocks list in November 2025, despite setbacks in both sectors during the month.

Description: Investing.com -- Morgan Stanley raised its price targets on Nvidia and Broadcom after a series of meetings in Asia and the U.S. pointed to broad-based strength in AI demand and tighter supply conditions across the semiconductor ecosystem.

Description: Broadcom's chips have made headlines in recent days.

Description: Cybersecurity can be the next AI gold mine

Description: AMD plans to boost the price of Radeon GPUs by 10% in early 2026, according to sources privy to the matter, capping a monumental 2025, and it's not even Christmas. As analysts and investors heaped praise on the semiconductor giant post Q3 2025 earnings, AMD CEO Lisa Su said: “The demand for compute ...

Description: Nvidia remains the best overall AI stock for investors to buy in 2026.

Description: The competition is on to win the coveted Yahoo Finance Company of the Year award. Who will take home the crown?

Description: Advanced Micro Devices (AMD) shares are in the spotlight following Zyphra’s announcement that it successfully trained the ZAYA1 foundation model entirely on AMD’s Instinct MI300X GPUs and Pensando networking platform. This milestone reinforces confidence in AMD’s approach to real-world and production-scale AI workloads. See our latest analysis for Advanced Micro Devices. AMD has generated significant headlines over the last few months, from securing major AI infrastructure deals and...

Description: Out of 216 total trades in 2025, 161 are currently profitable.

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Making Headlines on Wall Street. On November 25, Bank of America maintained a positive outlook on the stock, along with AMD and Broadcom, despite intensifying competition in the artificial intelligence chip market. The reiterated buys follows reports that Meta (META) is considering using Google’s (GOOG) TPUs in […]

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best Semiconductor Stocks to Buy Heading into 2026. On November 24, the company announced that Zyphra achieved a significant milestone in large-scale AI model training with the development of ZAYA1. This is the first large-scale Mixture-of-Experts (MoE) foundation model trained with the help of an AMD GPU […]

Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 15 Best Performing AI Stocks Heading into 2026. On November 25, Bank of America Securities reiterated its Buy rating on Advanced Micro Devices, Inc. (NASDAQ:AMD) with a $300 price target. In other news, on November 17, TD Cowen reaffirmed its Buy rating on Advanced Micro Devices, […]

Description: In the past week, IBM has made headlines with the opening of its new German headquarters and technology campus in Ehningen, new quantum-safe cybersecurity offerings with Palo Alto Networks, and major partnerships powering frontier-scale AI training and security, including Zyphra’s large-scale Mixture-of-Experts foundation model built on AMD and IBM Cloud. These developments highlight IBM's accelerating leadership in quantum computing, artificial intelligence, and digital security,...

Description: Ever wondered if NVIDIA’s sky-high stock price actually matches up with its real value? You’re not alone, and now is a great time to dig into the numbers. While NVIDIA’s share price has surged 28.0% year-to-date, it has recently pulled back by 14.5% over the last month, causing both excitement and concern about where it might go next. Much of this movement is tied to huge buzz surrounding artificial intelligence advances and the influx of new partnerships and product launches from leading...

Description: AMD's EPYC and Instinct momentum, GE Aerospace's engine demand, and IBM's multi-cloud push headline today's standout research reports.

Description: Stock market leadership has started to shift away from some former leaders in the technology space. Here's how to identify it.

Description: Google’s TPU chips are catching up in AI workloads, but software is what keeps Nvidia on top—at least for now.

Description: Meta Billion-Dollar AI Talks With Google Send Ripples Through Chip Stocks

Description: The stock market rallied back in a holiday week, with the key indexes all reclaiming their 50-day lines. Google, Broadcom were winners.

Description: AI Chip Battle Escalates: AMD Slumps as Meta Weighs Google TPU Deal

Description: Stock faces its sharpest monthly drop since 2022 despite record quarterly revenue.