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.
Description: AlphaTON Capital has announced a strategic investment of $82.5 million to acquire and deploy a high-performance GPU cluster featuring over 1,000 Nvidia B200 GPUs. This initiative supports Telegram's Cocoon AI, a privacy-preserving decentralized AI network, and positions AlphaTON as a significant compute provider. The investment aligns with efforts to foster user data sovereignty and environmentally responsible AI development. This move highlights a broader trend toward democratizing AI access...
Description: The United States GPU market is projected to skyrocket from US$ 19.03 billion in 2024 to US$ 136.07 billion by 2033, achieving a CAGR of 24.43% from 2025. This growth is driven by rising demands in gaming, AI, and data-intensive applications. Key sectors such as cloud computing, machine learning, and cryptocurrency mining propel GPU demand. States like California and Texas are vital growth hubs, fostered by robust tech ecosystems. Meanwhile, challenges like high costs and cryptocurrency volatili
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI stocks analysts are betting on. Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco, and HUMAIN—a PIF-backed AI firm, unveiled plans on November 19 to create a joint venture aimed at turning Saudi Arabia into a major global player in artificial intelligence. Set to launch in 2026, the […]
Description: Investing in artificial intelligence infrastructure is a sound strategy.
Description: INTC's Client Computing Group posts an 8% revenue jump as PC upgrades, AI PCs, and new chip demand fuel momentum.
Description: AMD's revenue growth has been improving of late, and its CEO expects that trend to continue for years.
Description: The billionaire saw better places to park his Appaloosa hedge fund's money than in a beleaguered healthcare giant.
Description: Wondering if Advanced Micro Devices (AMD) is really worth the buzz? You are not alone, and digging into the stock's valuation could reveal some surprises. AMD's share price has soared an impressive 77.6% year-to-date despite some choppiness, including a 4.2% dip over the past week and a 17.5% pullback in the last month. Much of this recent volatility comes in the wake of industry news about surging demand for AI-focused chips, as well as chip supply chain developments grabbing headlines...
Description: Stocks rise Wednesday after a bullish market move in the previous session. Cathie Wood's ARK buys Google following Warren Buffett's stake in the tech titan.
Description: Alphabet fell and Nvidia rose Wednesday. Investors are betting Alphabet can become a dominant player in AI.
Description: Some artificial intelligence (AI) stocks are on sale after a recent slide.
Description: As rivals like Alphabet circle, Nvidia's valuation plunges--but its AI growth story might only be getting started.
Description: The AI revolution is still in its early innings. Wedbush analyst Dan Ives argues that investors are misreading one of the most significant technology build-outs since the dawn of the internet.
Description: Wedbush Securities managing director and global head of technology research, Dan Ives, sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about his top 10 stock picks for 2025. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.
Description: Nvidia (NVDA) remains the undisputed leader of the current phase of the artificial intelligence revo
Description: Big Tech Ramps Up AI Chip Spending as Wedbush Doubles Down on Nvidia's Long Runway
Description: A report this week that Alphabet’s Google is in talks to sell artificial-intelligence chips to Meta Platforms shook up the shares of some of the world’s most valuable companies. Nvidia the leading AI chip maker, dropped 2.6% Tuesday on concern that Google could snatch some of its booming data-center business. Nvidia gained 1.3%, and AMD was up 2.7%.
Description: Ark Snaps Up Alphabet Shares in High-Stakes AI Trade as Chip Rivals Slip
Description: Ark Invest adds more than 174,000 shares across four ETFs as enthusiasm builds around Google's AI momentum.
Description: Advanced Micro Devices has considerably outperformed the Semiconductor industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.
Description: New Wedbush Tech Roadmap: Ten Stocks Poised to Rip Into Year-End
Description: TrendForce has identified 10 key technology trends that will define the tech industry's evolution in 2026. The highlights of these findings are outlined below:
Description: Nvidia (NVDA) will remain a core driver of the AI boom, with demand for its Blackwell chips far exce
Description: The major indexes broke above their 50-day moving averages, despite Nvidia and AMD woes. Here's what to do now.
Description: In recent days, the U.S. stock market has experienced a notable upswing, with major indices like the Dow Jones Industrial Average and S&P 500 posting significant gains despite some sector-specific challenges. Amidst this environment of rising optimism and potential interest rate cuts, investors are on the lookout for stocks that may be undervalued by as much as 32%, presenting opportunities for those who prioritize strong fundamentals and long-term growth potential.
Description: Applied Digital has announced the successful completion of its second phase, a 50 MW expansion, at their Polaris Forge 1 AI Factory Campus in North Dakota, bringing the total capacity of Building 1 to 100 MW. This development is part of a larger 400 MW deployment under contract with CoreWeave, highlighting Applied Digital's capability to rapidly deliver AI infrastructure. The on-time delivery of this capacity reflects Applied Digital's expertise in meeting the increasing demand for...
Description: BofA Unleashes New Bull Call on Nvidia, AMD, Broadcom as AI Chip War Escalates
Description: The major indexes broke above their 50-day moving averages, despite Nvidia and AMD woes. Here's what to do now.
Description: AMD just issued huge growth projections.
Description: It turns out stocks can still rise without the vaunted artificial intelligence trade. The Dow Jones Industrial Average rose 664 points, or 1.4%, and the S&P 500 gained 0.9% despite down days from AI stalwarts Advanced Micro Devices (-4.2%), Nvidia (-2.6%), and Oracle (-1.6%). Home builders Lennar and D.R. Horton were up 6.6% and 5.8%, respectively.
Description: Nvidia’s shares slumped after a report suggested it faced growing competition from Google’s AI chips. Nvidia, which designs the chips at the heart of the AI craze, has largely fended off competition since the boom began three years ago. Nvidia hit a $5 trillion valuation last month but has since languished; its shares have fallen more than 14% since, and shed 2.6% on Tuesday.
Description: Investors are sending two leaders of the AI trade in opposite directions. Alphabet took another step toward $4 trillion in market value on Tuesday, rising more than 1% to extend a monthslong rally fueled by enthusiasm for the Google parent’s AI tools, cloud computing and chip business. Nvidia shares slid 2.6%, dragging the world’s biggest company by market capitalization further below a $5 trillion valuation reached just weeks ago.
Description: ↘️ Alibaba (BABA): The Chinese e-commerce leader recorded a 34% jump in quarterly cloud-business revenue, driven by surging demand for AI services. However, its American depositary receipts slipped more than 2% Tuesday.
Description: On a day when the tech sector is doing its best to prop up market sentiment, some of its biggest names are lagging behind. Nvidia (Nasdaq: NVDA), Advanced Micro Devices (Nasdaq: AMD) and Super Micro Computer (Nasdaq: SMCI) are all under pressure as competition intensifies in the white-hot AI revolution. It may still be early ... Why NVDIA, AMD and Super Micro Computer Are Down Big Today
Description: The Dow Jones Industrial Average and other major indexes ended Tuesday with hefty gains, as investors saw weak economic data as supporting a decision by the Federal Reserve to lower interest rates in December. Nvidia and Advanced Micro Devices slid on the stock market today on a report that Meta Platforms will use Google's AI chips. The Dow closed up 1.4%, or 664 points, despite Nvidia's 2.6% drop.
Description: A report that a Big Tech giant is mulling using Google's AI chips pressured shares of several top chipmakers on Tuesday, Nov. 25, 2025, while an electronics retailer's stock got a boost from strong earnings.
Description: Stocks rallied Tuesday as Wall Street continued to buy the November stock market dip ahead of Thanksgiving. Nvidia fell 2.6% after a report said Meta Platforms was in talks to buy artificial-intelligence chips from Alphabet Google. While Google’s tensor processing units aren’t as flexible as Nvidia’s graphics processing units, they are cheaper to develop and less power-intensive.
Description: US equity indexes closed higher Tuesday amid growing expectations of a Federal Reserve interest rate
Description: Google reportedly is in talks with Meta and others to let them use its Tensor AI chips. Nvidia and AMD fell.
Description: Everyone's been chiming in on the AI bubble, but you wouldn’t spot any worrisome signs from Point72’s Q3 buying spree. Guided by billionaire hedge fund manager Steve Cohen, the hedge fund doubled down on AI hardware and infrastructure during the quarter, growing positions in Advanced Micro ...
Description: Alphabet (GOOG, GOOGL) stock holds onto its gains ahead of Tuesday's market close after a report from The Information said Meta Platforms (META) is in talks to purchase billions of dollars in AI chips from Google; Alphabet's market capitalization is currently nearing $4 trillion. Shares of chip giants Nvidia (NVDA) and Advanced Micro Devices (AMD) have slid in today's session on these headlines. Yahoo Finance tech editor Dan Howley comes on Market Domination to illustrate the advantage this could give Alphabet in the tightening artificial intelligence race. Also catch Dan Howley further explain the difference between Google's TPUs (Tensor Processing Units) and Nvidia's GPU (Graphics Processing Units) chips. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Description: The stock market’s “everything rally” picked back up, but Nvidia and other AI names were notable exceptions. The S&P 500 was up 0.7% after trading sideways earlier in the morning. The Dow was up 621 points, or 1.3%.
Description: US equity indexes rose in midday trading on Tuesday as bets for a third consecutive interest-rate cu
Description: AMD stock sinks on reports Meta is considering switching to Google’s AI chips. Here’s the case for unloading AMD shares heading into 2026.
Description: US equity indexes rose after midday on Tuesday amid declines in consumer confidence and retail sales
Description: Yahoo Finance anchor Julie Hyman takes a closer look at some of the top market stories of Tuesday's trading day on this Market Minute. Nvidia (NVDA) and AMD (AMD) stocks are falling following reports from The Information that Meta (META) will use Alphabet's (GOOG, GOOGL) Google AI chips. Crypto stocks like Coinbase (COIN), Strategy (MSTR), and Bullish (BLSH) are under pressure amid the wider bitcoin (BTC-USD) sell-off. Kohl's (KSS) stock is skyrocketing after the company reported a surprise third quarter profit and outlook boost. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
Description: Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks in Focus on Wall Street. On November 20, Raymond James assumed coverage on the stock with an “Outperform” rating and a price target of $420.00. Raymond James believes there is upside for several semiconductor stocks, including Nvidia (NVDA), AMD (AMD), and more. “The AI secular theme has […]
Description: Zyphra recently announced a breakthrough in large-scale AI model training, unveiling ZAYA1, the first Mixture-of-Experts foundation model developed using AMD Instinct MI300X GPUs and Pensando networking, delivering performance on par with or better than leading open-source models in reasoning, mathematics, and coding. This milestone, built on close collaboration with AMD and IBM, highlights the scalability and efficiency of AMD's AI hardware and further elevates the company's profile within...
Description: Google is in talks with Meta and others to let them use its Tensor AI chips. Google and partner Broadcom rose late. Nvidia and AMD fell.
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 15 Best Long Term Stocks to Buy According to Reddit. The company’s first analyst day since 2022 stretched across several hours, and management spent much of the time addressing the main points investors have been debating. Loop Capital said the more optimistic view centers on AMD’s […]
Description: The effort aims to better coordinate research done by agencies across the government and more effectively integrate AI tools to achieve more scientific breakthroughs, according to Michael Kratsios, the director of the White House Office of Science and Technology Policy, who spoke to reporters on the order ahead of Trump’s signature. The mission will harness the computing resources of the Department of Energy’s national labs to tap federal datasets and enable more experiments utilizing AI, Kratsios added, predicting the effort would help shorten the timelines for scientific discoveries.
Description: Chip stocks and other big technology shares rallied Monday, extending Friday’s gains and suggesting that fears of an AI bubble are receding. Semiconductor companies Broadcom Advanced Micro Devices and Micron Technology were among the big winners, while Tesla and Google parent Alphabet both added more than 6%. A fund tracking the “Magnificent Seven” tech stocks added 3.3%, its largest increase since May.
Description: SAN JOSE, Calif., November 24, 2025--Power Integrations announced that Julie Currie has joined the company as Chief People and Transformation Officer.
Description: Zyphra adopts AMD Instinct GPUs for advanced foundation model training.
Description: CEO touts yearly designs and higher volumes than rivals
Description: Micron Technology (NASDAQ:MU) shares soared to an all-time high of $260 earlier this month, riding the wave of AI-driven optimism in the semiconductor sector. But like most chip and tech stocks, the memory chip maker has trended lower since, caught in broader market jitters over AI hype fears. Last week, the selloff intensified, with Micron ... Why the Selloff in Micron Technology Stock Never Made Sense
Description: Investing.com -- The artificial intelligence landscape is experiencing a significant shift as Google’s recent advances with its Gemini 3 model create volatility across AI-related stocks.
Description: News Highlights: Zyphra ZAYA1 becomes the first large-scale Mixture-of-Experts model trained entirely on AMD Instinct™ MI300X GPUs, AMD Pensando™ networking and ROCm open software.ZAYA1-base outperforms Llama-3-8B and OLMoE across multiple benchmarks and rivals the performance of Qwen3-4B and Gemma3-12B.Memory capacity of AMD Instinct MI300X helped Zyphra simplify its training capabilities, while achieving 10x faster model save times. SANTA CLARA, Calif., Nov. 24, 2025 (GLOBE NEWSWIRE) -- AMD (N
Description: Zacks.com users have recently been watching Advanced Micro (AMD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Description: Elon Musk's Bold AI Gamble: Tesla Aims to Outproduce All Rivals Combined
Description: Zyphra today announced a major milestone in its AI infrastructure and model development with the release of a technical report showing how Zyphra has demonstrated large scale training on AMD GPUs and networking.
Description: Palantir stock has dropped below its 21-day and 50-day moving averages amid a pull back in many artificial intelligence stocks.
Description: Investing in digital memory companies could be a smart way to profit from the next AI wave.
Description: AI Spending Frenzy Sparks Chip Rally -- Nvidia Retains Core Investor Spot
Description: Rakovina Therapeutics Inc. has presented promising data at the 2025 Society for Neuro-Oncology Annual Meeting, demonstrating advancements in their AI-derived PARP1 inhibitor program. Utilizing AI methods such as Deep Docking™ and generative AI, the company has been able to effectively screen large chemical libraries, resulting in the discovery of novel, CNS-penetrant, PARP1-selective small molecules. These compounds have undergone biochemical evaluations, with a subset showing favorable...
Description: AMD just announced monster growth projections.
Description: The company's structural cost advantage positions it to be the biggest AI winner.
Description: GlobalFoundries (NASDAQ: GFS) (GF) today announced the appointment of industry veteran Vincent Feng as Vice President of Sales for Asia Pacific (APAC). With more than 25 years of semiconductor industry experience, Mr. Feng will lead GF's sales and customer engagements across the Taiwan region, South Korea, Japan, Singapore and India.
Description: These tech stocks could power your portfolio in 2026 and beyond.
Description: It has nearly doubled in the last six months and remains undervalued.
Description: Investors will be tracking retail earnings and economic data as the government works through a backlog of reports delayed by the shutdown.
Description: Analysts are saying Taiwan Semiconductor Manufacturing could hit 647 dollars by 2030, a long-term projection that has many investors weighing whether now is the time to build a position in one of the world's most important chipmakers. If you're ...
Description: AMD and Intel are both vying for incremental share of the data center market currently dominated by Nvidia.
Description: This chipmaker's offerings are now gaining terrific traction among customers.
Description: AMD just revealed huge growth projections for the next five years.
Description: Shares of Micron have almost tripled so far this year, but its rally might still have a long way to go.
Description: Google parent Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) is often seen as a core tech giant focused on search, advertising, and cloud computing. Yet beneath its main operations lies a quieter side: a venture arm that invests in promising companies in areas like space tech, geospatial data, and semiconductors. These bets target innovations adjacent to Alphabet’s ecosystem, such as ... These Are the 3 Biggest Stocks in Alphabet’s Secret Portfolio
Description: AMD's Q3 report was impressive, but Wall Street has been punishing the stock as of late.
Description: The Standard & Poor's 500 index fell 1.95% this week in a technology-led decline as the September un
Description: Nvidia stock fell after earnings but Wall Street is even more positive on the chip maker than before.
Description: Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed.
Description: NVIDIA's soaring data center demand, record Q3 results and upbeat Q4 outlook amplify the case for NVDA as AI momentum accelerates.
Description: AMD Slides After Surprise Benchmark Leak Reveals Next-Gen AI Processors
Description: After yesterday’s debacle in which approximately $1 trillion in market capitalization was erased from the stock market, some technology stocks are still hunting a bottom. With the Nasdaq Composite now down 3% for the month of November so far, the AI rally has lost its steam for the time being as the markets wrestle with ... Tech Stocks That Are Down Today: AMD, Palo Alto Networks, DataDog and Micron Technology
Description: MU vs. AMD: Which Stock Is the Better Value Option?
Description: AMD's soaring Data Center sales, fueled by EPYC processors and Instinct GPUs, highlight robust demand and strong growth expectations into late 2025.
Description: Nvidia resumed, Palo Alto downgraded: Wall Street's top analyst calls
Description: Pre-Market Stock Futures: The futures are trading higher as we get ready to close out a volatility-filled week that saw a massive roller coaster ride on Thursday after NVIDIA Corp. (NASDAQ: NVDA) earnings ignited a rally on the open that reversed at midday and finished the day deep in the red. Wall Street pundits cited ... Here Are Friday’s Top Wall Street Analysts Research Calls: Advanced Micro Devices, Block, Broadcom, Exact Sciences, Hologic, Palo Alto Networks and More
Description: Nvidia Rides AI Wave, But Shares Slide 2% on Profit-Taking
Description: Dow Jones futures are up but bitcoin is still diving after Thursday's ugly, Nvidia-led stock market reversal. Here's what to do now.
Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is a semiconductor company that designs and supplies high-performance computing, graphics, and visualization technologies. It is set to report its Q4 2025 earnings on Feb. 3. Wall Street analysts expect the ...
Description: Investing.com -- Raymond James has resumed coverage of seven major semiconductor companies, arguing that generative artificial intelligence has “transformed a typically cyclical market sector of semiconductors into a secular boom.”
Description: AMD appears poised for continued expansion through 2026 and beyond, which could propel the stock higher.
Description: Nvidia's Q3 results are in. Is the central pillar of the artificial intelligence (AI) revolution still a buy?
Description: AMD’s Lisa Su has a new chip and a new goal: to grab a big chunk of an AI business that could reach $1 trillion a year.
Description: Recent advances in AI technology are set to enhance the management of large, complex enterprise applications. With CAST's general release of the MCP server for CAST Imaging, AI systems can now gain essential architectural context for these applications, enabling a deeper understanding of existing code. This development allows AI to perform tasks such as modernizing software, remediating technical debt, and analyzing change impacts more efficiently than before. By feeding deterministic...
Description: Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom remain some of the most popular semiconductor stocks.
Description: Advanced Micro Devices has received an upgraded fair value estimate, rising from $246.01 to $276.76 per share as analysts express stronger confidence in the company’s growth outlook. This adjustment is accompanied by an upward revision in annual revenue forecasts, now expected to increase from 29.22% to 32.92%. The change reflects accelerating momentum in AI, data centers, and cloud partnerships. Stay tuned to discover how these updated projections could influence AMD’s evolving investment...
Description: The stock market suffered an ugly reversal as Nvidia again gave up earnings gains. Here's what to do.
Description: AMD’s Lisa Su has a new chip and a new goal: To grab a big chunk of an AI business that could reach $1 trillion a year.
Description: Blockbuster results from AI bellwether Nvidia sparked a furious rally from Tokyo to New York early Thursday before indexes reversed course and tumbled in the largest blown gain since April’s tariff-fueled market turmoil. Adding to the worries on Thursday: A shutdown-delayed jobs report ended a weekslong blackout on key economic data, but did little to clarify the state of the labor market and the potential for a long-debated December interest-rate cut from the Federal Reserve. Nvidia climbed as much as 5%, before finishing the session down 3%.
Description: The Nasdaq Composite fell to its lowest level in more than two months on Thursday after a labor mark
Description: The Semiconductor Industry Association (SIA) today announced AMD Chair and CEO Dr. Lisa Su has been elected Chair of the SIA Board of Directors. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.
Description: A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.
Description: Nvidia stock turns lower. Management is confident in delivering more than $500 billion in cumulative revenue from Blackwell and next-generation Rubin chips.
Description: The chip maker says demand looks strong through next year, while a selloff has made the $4.5 trillion company look cheap.
Description: Nvidia turns lower as strong earnings fail to assuage concerns over an artificial-intelligence bubble.
Description: Nvidia (NVDA) stock fell along with the broader market on Thursday, despite the chipmaker posting better-than-expected third quarter earnings and providing a strong outlook for the current quarter a day earlier.
Description: Nvidia delivered the goods once again. The volatile stock reaction is almost beside the point. Amid rising fears about the sustainability of the artificial-intelligence buildout, Nvidia reiterated that the growth fundamentals are real, while generating the numbers to prove it.
Description: This tech giant may have underperformed the tech sector this year, but investors are missing the bigger picture.
Description: Wall Street eyes AMD as a new AI leader, yet rich multiples mean patience may be required.
Description: Investing.com -- UBS has raised its global high-bandwidth memory (HBM) demand outlook for 2025 and 2026, citing stronger Nvidia and AMD procurement and expanding manufacturing capacity at TSMC.
Description: Supermicro gains after expanding its AI hardware portfolio.
Description: ARK Invest Shakes Up Portfolio: Massive Bullish Buy Amid AMD Sell-Off
Description: Nvidia's Record Beat and Bullish Guidance Ignite Market Rally
Description: Nvidia is pushing back on AI investing fears.
Description: The companies aim to lay the groundwork for a quantum internet, where machines can communicate across long distances.
Description: Supermicro Jumps After Rolling Out High-Octane AMD AI Servers
Description: Dow Jones futures rose overnight, along with S&P 500 futures and especially Nasdaq futures. Nvidia jumped on strong earnings and guidance, also lifting Broadcom, Taiwan Semiconductor, Advanced Micro Devices and the broader AI ecosystem.
Description: The company is going to be quite busy in a hot international market soon.
Description: Nvidia reported strong earnings late Wednesday and provided a revenue forecast for the January quarter that was above expectations. For its October quarter, the chip maker reported adjusted earnings per share of $1.30, compared to Wall Street’s consensus estimate of $1.26, according to FactSet. For the current quarter, Nvidia forecast a revenue range with a midpoint of $65 billion, above the consensus of $62.2 billion.
Description: Stock futures rose after Nvidia's stronger-than-expected earnings report and outlook. Just after 6 p.m. in New York, Nasdaq futures rose 1%, while S&P 500 futures rose 0.6%, and Dow Jones Industrial Average futures were up 0.1%. Investors have been nervous about the sustainability of the artificial intelligence boom that has catapulted stocks and companies like Nvidia.
Description: Investing.com -- The U.S. Commerce Department plans to approve the sale of up to 70,000 advanced artificial-intelligence chips to companies in the United Arab Emirates and Saudi Arabia, marking a significant development for these Middle Eastern nations in the AI sector, The Wall Street Journal reported.
Description: The Commerce Department approved the sale of as many as 70,000 advanced artificial-intelligence chips to two companies based in the United Arab Emirates and Saudi Arabia. The approvals are significant victories for the Middle Eastern countries as they try to catch up in the artificial-intelligence race. Nvidia’s competitor Advanced Micro Devices has an agreement valued at billions of dollars to work with Humain.
Description: Nvidia's earnings were a crucial test of investors’ faith in the artificial-intelligence trade. It looks as if the chip maker passed—and several AI stocks are benefiting. Shares of fellow chip makers including Broadcom and Advanced Micro Devices gained in after-hours trading following Nvidia’s report, as did U.
Description: Exchange traded funds tracking the tech sector and the S&P 500 and select tech stocks were rising in after-hours trading after Nvidia's earnings. The Invesco QQQ fund was up 1%, while the SPDR S&P 500 ETF was up 0.
Description: Supercomputing Conference -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing the latest addition to the AMD-based Instinct™ MI350 series GPU optimized solutions, delivering unparalleled performance, maximum scalability, and power efficiency. Supermicro has designed this new system for organizations that need the high-end performance of AMD Instinct MI355X GPUs but require an air-cooled environment.
Description: Nvidia remains the biggest player in AI chips, but its competitors are gaining steam.
Description: Here’s another option collar setup that lets you chase AMD stock back to its all-time highs while capping the risk.
Description: (Updates with details from Humain in the first three paragraphs.) Advanced Micro Devices (AMD) an
Description: Tech stocks were higher Wednesday afternoon, with the Technology Select Sector SPDR Fund (XLK) up 0.
Description: Executives unveiled plans at Wednesday gathering featuring President Trump and Crown Prince Mohammed bin Salman.
Description: AMD, Cisco and HUMAIN, a PIF company delivering global full-stack AI solutions, announced today plans to establish a joint venture aimed to support the development of Saudi Arabia's position as a leading provider of world-class AI solutions for regional and global customers.
Description: Qualcomm is building an AI hub in Saudi Arabia.
Description: Advanced Micro Devices (AMD) and Cisco Systems (CSCO) have agreed to form a joint venture with Saudi
Description: SAN FRANCISCO (Reuters) -Advanced Micro Devices, Cisco Systems and Saudi Arabian artificial intelligence startup Humain are forming a joint venture to build data centers in the Middle East and have landed their first customer, CEOs at the three companies told Reuters in an interview on Tuesday. The yet-to-be-named joint venture will kick off with a 100-megawatt data center project in Saudi Arabia - the computing capacity of which Humain has contracted to supply generative video startup Luma AI, according to Humain CEO Tareq Amin.
Description: SAN FRANCISCO, November 19, 2025--At Microsoft Ignite 2025, Belt will announce Belt Desktop, a privacy-first hybrid-AI productivity app that keeps sensitive work local.
Description: Chip Sell-Off Intensifies as Nvidia (NVDA) Prepares Explosive Q3 Report
Description: The major indexes rebounded off lows Tuesday but we've been here before. Google showed strength. Nvidia earnings loom large.
Description: Another day of market losses and tech selloffs, and with Nvidia added to the mix, we have the market report ready. The S&P 500 had another bearish day, down 0.8% on Tuesday, with declines in retail and technology stocks like Western Digital, AMD, and Home Depot.The tech-heavy Nasdaq was down ...
Description: Nvidia stock was edging lower early on Monday after billionaire Peter Thiel’s fund sold its stake in the chip maker. Nvidia stock dropped 1.9% to $187.34 in early trading, while the slumped 0.9%, and the slumped 1.2%. Nvidia stock rose 1.8% on Friday, as a surge of buying turned around earlier losses.
Description: Stocks spent Tuesday in the dumpster, with the S&P 500 and the Dow each marking four-day losing streaks. Semiconductor stocks got badly hit–as did equities tied to the AI trade. The S&P 500 fell 0.8%, but nearly 300 of the index’s components, or 60% of stocks, ended the day higher.
Description: The PHLX semiconductor index (SOX) fell Tuesday into a correction, defined as a decline of at least 10% from the most recent closing peak. The index dropped below the correction level of 6595.14, down from a recent closing high of 7327.
Description: The explosion of interest in artificial intelligence (AI) has caused the valuations of many tech stocks to skyrocket. Palantir Technologies (NYSE:PLTR), for example, trades at more than 170x forward earnings, Tesla (NASDAQ:TSLA) goes for 184x, and CrowdStrike (NASDAQ:CRWD) trades at 111x. These multiples reflect high expectations for AI-driven growth, but they also raise questions about ... These Are the 3 Cheapest Big Tech AI Stocks: Time to Buy?
Description: Tech Jitters Push Nvidia Lower as AI Hype Faces Investor Scrutiny
Description: AMD Steals the Spotlight After Analyst Day Sparks Massive Investor Turnout
Description: BOSTON, November 18, 2025--OpenHands Raises $18.8M Series A to Bring Open-Source Cloud Coding Agents to Enterprises, led by Madrona
Description: A number of stocks fell in the morning session after concerns regarding lofty artificial intelligence valuations triggered a pullback in the technology sector.
Description: Advanced Micro Devices (NASDAQ:AMD) top boss Lisa Su is worth investing in, especially for the AI bulls out there who want to bet on the future of a fast-moving AI chip giant that has what it takes to keep up with the likes of the great Nvidia (NASDAQ:NVDA). With Lisa Su remarking that AI is ... Lisa Su Thinks AI is the “Right Gamble.” Should Investors Shed Their Fear of Heavy AI Spend?
Description: Investing.com -- One name has emerged as the clear investor favourite in the semiconductor sector, according to a note from Citi on Tuesday.
Description: Nvidia stock was dropping with sentiment souring on technology stocks ahead of the chip maker’s earnings.
Description: AMD and Eviden will power Europe's next major expansion in high-performance computing with the Alice Recoque system.
Description: US equity futures were tracking in the red on Tuesday amid broader weakness in the technology sector
Description: Which of these bellwethers of the semiconductor market is a better buy?
Description: News Highlights The Alice Recoque supercomputer will expand Europe’s AI, scientific computing and research capabilities while ensuring energy efficiency and sovereignty.Alice Recoque will be powered by next-gen AMD EPYC CPUs and AMD Instinct MI430X GPUs to deliver more than one exaflop of HPL performance. SANTA CLARA, Calif. and PARIS, Nov. 18, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) and Eviden, the Atos Group product brand leading in advanced computing, announced their selection to build Ali
Description: Conceptual Design of Alice Recoque Exascale Supercomputer - Eviden copyright Conceptual Design of Alice Recoque Exascale Supercomputer More than a single supercomputer Alice Recoque will expand Europe’s AI and research capabilities while ensuring energy efficiency and sovereignty Paris, France – November 18, 2025 – Eviden, the Atos Group product brand leading in advanced computing, and AMD (NASDAQ: AMD) announced their selection to build Alice Recoque, a next-generation supercomputer to support
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks Investors Are Watching. On November 12, Melius Research raised its price target on the stock to $380 from $300 while maintaining a Buy rating. The firm maintains a positive outlook on the stock as it sees AMD on a realistic path to capture 10% of […]
Description: Wall Street got off to a rough start this week as traders grew cautious ahead of Nvidia's (NVDA) qua
Description: The Dow Jones index fell on the stock market today. Lithium stocks rose on bullish commentary. Alphabet jumped on a Warren Buffett move but Peter Thiel dumped a key AI stock.
Description: Valve and AMD have partnered on a custom solution to power the Steam Machine, new hardware for gamers announced on Nov. 12. Is this likely to move the needle for AMD?
Description: Nvidia (NVDA) investors will likely be eyeing macro issues like a tougher financing environment, and
Description: Nvidia will report its Q3 earnings after the bell on Wednesday.
Description: Advanced Micro Devices (NASDAQ:AMD) has rapidly caught up in the artificial intelligence space after lagging behind for years. Once focused mainly on CPUs and consumer GPUs, the company shifted gears to challenge Nvidia (NASDAQ:NVDA) in data center AI chips. AMD’s MI300 series accelerators gained traction with major hyperscalers, driving record revenue growth in its data ... AMD Is Targeting Nvidia’s AI Lead — It All Hinges on Doing This 1 Thing
Description: Palantir stock has dropped below its 21-day and 50-day moving averages amid a pull back in many artificial intelligence stocks.
Description: CLS' rising earnings estimates and accelerating AI-driven demand spotlight its expanding role in high-value tech infrastructure.
Description: AMD’s bold $1 trillion AI and data center vision signals a solid opportunity for investors ready to ride the next wave of semiconductor growth.
Description: MiTAC Computing Technology, a global leader in high-performance and energy-efficient server solutions, is proud to announce its participation at the Supercomputing (SC) 2025 (November 18–20, St. Louis, Missouri), booth 3916. Under the theme "AI Cluster Power – Cool Fast Scale Faster" MiTAC will showcase its modular highly scalable rack infrastructure for demanding AI and HPC workloads demonstrating capabilities from single servers to cluster integration focusing on liquid cooling and energy-effi
Description: Company growth estimates could supercharge AMD stock.
Description: Phononic has introduced an innovative cooling solution designed to enhance the performance and efficiency of AI data centers. Their "Thermal Kit" employs advanced solid-state cooling technology to address the challenges of heat management in AI workloads, which often cause significant performance throttling. By integrating thermoelectric coolers with liquid cooling systems, this solution offers precise, node-level thermal control, reducing energy use and infrastructure costs while improving...
Description: Bill gives U.S. firms first claim on advanced processors
Description: AMD and Broadcom both look like long-term artificial intelligence (AI) winners.
Description: The final full week of trading in November will bring investors key results from the biggest AI and retail names in the market.
Description: An attractive valuation and solid earnings growth potential make this semiconductor stock a no-brainer buy right now.
Description: AI stocks got hit hard this week, but AMD managed to buck the trend.
Description: Nvidia earnings report in the spring of 2023, months after the launch of OpenAI’s ChatGPT, marked the start of a new era for both the chip maker and the broader market’s awareness of the likely effects of artificial intelligence. The company’s revenue forecast, nearly double Wall Street’s estimate, showed that the starting gun had been fired in a race to develop AI that would add more than $3.5 trillion in value to Nvidia stock over the next 2½ years. Skepticism about the AI trade is higher now than at any point since before Nvidia’s 2023 forecast.
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Fundamentally Strong Stocks to Buy. On November 12, Evercore ISI analyst Mark Lipacis lifted the price target on the company’s stock to $283 from $270, while keeping an “Outperform” rating, as reported by The Fly. As per the analyst, the firm was incrementally positive towards the company […]
Description: We recently published 11 Stocks on Jim Cramer’s Radar. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed. Cramer discussed GPU designer Advanced Micro Devices, Inc. (NASDAQ:AMD) ‘s role in the semiconductor industry and its CEO, Dr. Lisa Su: “[After Carl Quintanilla pointed out Melius saying when AMD gave guidance […]
Description: Apple (NASDAQ:AAPL) continues to dominate the tech landscape as a powerhouse in consumer electronics and services, with its stock delivering robust returns for investors amid the artificial intelligence (AI) boom. Valued at over $4 trillion, the company thrives on its integrated ecosystem, where custom silicon plays a pivotal role in driving performance gains across iPhones, ... Apple Just Secured More Than Half of Taiwan Semi’s Most Valuable Asset
Description: In the high tech universe, there is only a single common road that Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO) and many others must go to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. ... This Critical AI Stock Is Now Building Factories in the U.S.
Description: TECHnalysis Research, LLC president Bob O'Donnell expands upon where artificial intelligence could begin to become profitable over the next two years. Also hear Bob O'Donnell explain how companies are investing in "hybrid AI." To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Description: Advanced Micro Devices (AMD) shares gained attention after its Financial Analyst Day, where the company set ambitious multi-year growth goals. CEO Lisa Su emphasized that accelerating AI demand will drive annual revenue growth above 35 percent over the next few years. See our latest analysis for Advanced Micro Devices. AMD’s recent analyst day lit a fire under the stock, with buoyant guidance and headline-making AI ambitions helping cement upbeat market sentiment. While legal news and a...
Description: AI's triumphant forward march confronts investor jitters over staggering valuations and a bull case that won't quit.
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 11 best AI infrastructure stocks to buy right now. Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares surged 5% in after-hours trading following the bold growth targets it unveiled at its 2025 Analyst Day on November 11. This was followed by Mizuho’s Vijay Rakesh reiterating a “Buy” rating […]
Description: The AI boom is slated to reach new highs during 2026.
Description: Broadcom Inc. (NASDAQ:AVGO) is among the most fantastic stocks every investor should pay attention to. On November 10, Vivek Arya, an analyst from Bank of America Securities, reaffirmed his Buy rating without assigning a price target. In an interview with CNBC on October 29, Arya argued that the semiconductor industry is in the midst of a […]
Description: AMD stock has battled back into positive territory after early sell-offs.
Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is among the most fantastic stocks every investor should pay attention to. The company held its Analyst Day on November 11, where it provided an update on its long-term growth outlook. The management anticipates revenue growth at a compounded annual growth rate (CAGR) of over 35% for the next three to […]
Description: The stock market saw some wild swings as the government shutdown ended. Growth plays tumbled before rebounding again on Friday.
Description: Power is now the way to invest in AI. Natural gas players and companies that upgrade the grid are on the radar of Gavekal Research’s Will Denyer.
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer mentioned in his latest comments. Cramer highlighted the company’s recent analyst meeting and commented: “They held an important analyst meeting… The biggest news last night was AMD’s new long-term financial targets, targets that were, they blew your mind. They were much higher than […]
Description: Nvidia (NASDAQ:NVDA) stands as the undisputed leader in artificial intelligence (AI) chips, powering data centers and enabling breakthroughs in generative AI. Over the past few years, the company has transformed from a graphics specialist into a tech powerhouse, with its stock surging amid the AI boom. Over the past five years, Nvidia has beaten Wall ... Nvidia Reports Earnings Next Week. How Big of a Blowout Will It Be?
Description: Nvidia was falling again Friday as investors ran away from technology stocks. Advanced Micro Devices was down 0.8% and Broadcom lost 1.6% in early trading. The drops are putting pressure on Nvidia to deliver with its earnings report on Wednesday.
Description: An artificial intelligence sell-off could happen fast and has already begun. Here's how to get in on the fun and make money by shorting the AI industry.
Description: The Dow hit 48,000 for the first time ever this week. But stocks quickly retreated from there amid anxieties about Fed interest rate cuts and more
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
Description: Intel's longtime rival AMD is gaining market share and could dethrone the chip giant.
Description: Defiance ETFs Launches DAMD: the First 2X Short ETF of Advanced Micro Devices, Inc. Defiance ETFs is proud to announce the launch of the Defiance Daily Target 2X Short AMD ETF (Ticker: DAMD), expanding its family of innovative single-stock leveraged ETFs designed for sophisticated traders. MIAMI, Nov. 14, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs is proud to announce the launch of the Defiance Daily Target 2X Short AMD ETF (Ticker: DAMD), expanding its family of innovative single-stock leveraged ET
Description: QCOM rolls out its first industrial-grade PC processor, aiming to power smart manufacturing with high AI performance, durability and flexibility.
Description: Zacks Investment Ideas spotlights Bloom Energy as soaring AI power needs and strong demand trends boost attention on the clean-energy player.
Description: Investing.com -- Nvidia is poised to post a breakout quarter as its next-generation Blackwell platform scales rapidly, according to Morgan Stanley, which said the market has “inflected for the better in the last 45 days” and that it expects “the strongest result we have seen in the last few quarters.”
Description: NVDA eyes a potential Q3 beat as soaring data center demand and broad segment recoveries fuel expectations ahead of its results.
Description: Recent developments in the AI chips arena highlight significant investments in Classiq, a leader in quantum computing software. With tens of millions in new strategic funding from prominent industry players such as AMD Ventures, Qualcomm Ventures, and IonQ, Classiq has now secured over $200 million in total funding. This infusion of capital underscores the growing confidence in Classiq's enterprise-grade software platform, which aims to facilitate the seamless integration of quantum and...
Description: The growing demand for high-margin data center chips could boost AMD's profitability.
Description: Broadcom is expected to report fourth-quarter earnings next month.
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
Description: Tecogen Inc (TGEN) showcases promising data center strategies and strong cash reserves, despite facing increased losses and operational costs.
Description: AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.
Description: AMD's latest results tell us that the chip designer could deliver more upside by the end of the year.
Description: A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.
Description: As the AI revolution accelerates, energy demand is emerging as both its greatest challenge and biggest opportunity. Bloom Energy's innovative fuel cell technology directly addresses this bottleneck.
Description: We recently published Market Beaters: 10 Stocks Defying the Odds. Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best-performing stocks on Wednesday. Advanced Micro Devices jumped by 9 percent on Wednesday to end at $258.89 apiece as investor sentiment was fueled by its new long-term strategy aimed to gain a stronger foothold in the […]
Description: BNP Paribas sees revenue, margins and demand lining up
Description: Is AI a bubble or a generational boom? Yahoo Finance convenes Wedbush Securities managing director and global head of technology research Dan Ives, EMJ Capital founder and president Eric Jackson, and BlackRock Americas chief investment and portfolio strategist Gargi Chaudhuri to debate Nvidia (NVDA), Tesla (TSLA), OpenAI (OPAI.PVT), and how AI will reshape jobs, markets, and the next leg of the AI trade. For full interviews, highlights, and key insights, check out more from Yahoo Finance Invest.
Description: HostColor.com (HC) has announced AMD Ryzen and EPYC dedicated servers with 20 Gbps and 25 Gbps bandwidth ports in its New York City and Ashburn cloud data center locations. HostColor.com – AMD Ryzen and AMD EPYC Semi Managed Bare Metal and Cloud servers from over 100 data centers worldwide. HostColor.com (HC) has announced AMD Ryzen and EPYC dedicated servers with 20 Gbps and 25 Gbps bandwidth ports in its New York City and Ashburn cloud data center locations. New York New York, Nov. 13, 2025 (G
Description: Earnings reports for quantum computing stocks wind up on Friday. Startup Classiq's new funding round includes AMD, Qualcomm, IonQ.
Description: Eric Jackson pushes back on the idea that Nvidia (NVDA) has peaked, arguing the chipmaker’s 25-year head start keeps it firmly in the driver’s seat even as AMD (AMD) and other rivals chase the next generation of AI hardware. He says Nvidia will remain essential as both infrastructure and applications scale, making it the clear leader for years to come. Make sure to watch Yahoo Finance's interview with the full panel. For full interviews, highlights, and key insights, check out more from Yahoo Finance Invest.
Description: Advanced Micro Devices projects a $1T data center market by 2030 and over 80% AI revenue CAGR, but valuation and NVIDIA rivalry test investor conviction.
Description: We recently published Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed. Advanced Micro Devices, Inc. (NASDAQ:AMD) reported its third-quarter earnings last week that smashed analyst revenue estimates out of the park. During the quarter, the firm’s […]
Description: Marvell Technology expands its custom silicon pipeline with new XPU sockets, advanced packaging and strong data center growth, pointing to rising AI demand.
Description: This top chip supplier can help you profit from the AI boom.
Description: Qualcomm stock has picked up after a major announcement about entering the AI infrastructure space
Description: Nvidia stock is moving ahead of earnings on Nov. 19, amid a debate about potentially stretched valuations for companies linked to the AI boom.
Description: Falling earnings estimates cloud Intel's outlook, even as AI chip launches and major investments aim to revive growth.
Description: Despite bearish AI headlines, AMD, Nvidia, Microsoft and Palantir remain backed by strong demand and growth outlooks.
Description: Futures rose as the House voted to end the government shutdown. The Dow hit a new high Wednesday. Cisco jumped late on earnings.
Description: Ever wondered if Advanced Micro Devices is still a great value, or if the best days are already priced in? You are not alone. We are diving right into what really matters for investors curious about the stock’s true worth. The shares have not just moved; they have surged, jumping 1.0% this past week, 19.6% across the last month, and an impressive 114.6% year-to-date. These price moves have been fueled by headline-making advancements in semiconductor demand and AMD’s push into new AI-powered...
Description: AMD's share rise 9% as the chip maker says it expects accelerated revenue growth related to strong demand for data centers. Plus: Silver futures climb to a record. 🎧Listen: Katherine Sullivan hosts the WSJ's Minute Briefing podcast.
Description: The Dow closed over 48K for the first time, while the Nasdaq gave back -0.25% today. And Cisco posted a Q1 beat late.
Description: The data center market could grow to a staggering $1 trillion by 2030.
Description: US equity indexes closed mixed on Wednesday, as Magnificent-7 stocks weighed on the Nasdaq Composite
Description: The Dow Jones Industrial Average hit a new all-time peak on Wednesday ahead of a crucial US House of
Description: The Republican-led House was set to approve a spending package that reopens the government after a record-long shutdown. The package extends funding for the federal government through Jan. 30 and includes full-year funding for the Agriculture Department, military construction and the legislative branch. European stocks finished at fresh all-time highs, powered by the banking sector, which was long the region's Achilles heel.
Description: Find insight on AI spend returns, Advanced Micro Devices, AI development in Asia and more in the latest Market Talks covering Technology, Media and Telecom.
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
Description: AMD shares soared after the chipmaker predicted accelerating sales growth over the next five years, driven by demand for its data center products. Bloomberg's Ian King discusses the news with Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Description: Stock Market Today: The Dow Jones index rose Wednesday to new highs and AMD rallied sharply. Gold and silver stocks jammed.
Description: Wall Street analysts gave positive but cautious takes on the long-term strategy outlined by chipmaker Advanced Micro Devices.
Description: AMD stock rallies as the chipmaker says its data center revenue will grow by 60% annually through the end of this decade. Wells Fargo sees AMD shares hitting $345 in 2026.
Description: US equity indexes were mixed on Wednesday amid a decline in all of the Magnificent-7 stocks and expe
Description: ↗️Cisco Systems (CSCO): The networking-equipment company raised its fiscal year outlook amid strong demand for its artificial-intelligence products. Shares rose 8% afterhours. ↗️ Advanced Micro Devices (AMD): The chip maker said it expects revenue growth to accelerate in coming years because of strong data-center demand.
Description: A chipmaker got a boost on Wednesday, Nov. 12, 2025, following its first analyst day, while an AI software darling pared back some of its recent gains.
Description: The Dow Jones Industrial Average climbed 0.7%, to set a record for the second straight day, while the Nasdaq composite slipped 0.3%. Advanced Micro Devices was the strongest force pushing upward on the market after forecasting strong growth in upcoming years thanks to AI. The Nasdaq composite fell 61.84 points, or 0.3%, to 23,406.46.
Description: Investors awaited a key House vote that could end the longest government shutdown in US history.
Description: Tech stocks edged up late Wednesday afternoon, with the Technology Select Sector SPDR Fund (XLK) and
Description: The Dow Jones Industrial Average was the star of a broad stock market rally that came with a few notable exceptions. The blue-chip index gained 559 points, or 1.2%, to mark its 16th closing high of the year. The S&P 500 finished up 0.2%.
Description: STRADVISION, a global leader in AI-based vision perception technology, today announced a multi-year collaboration with AMD to redefine the future of perception in advanced autonomous driving.
Description: AMD says its data center revenue will grow as much as 60% over the next three to five years.
Description: Following Advanced Micro Devices' (AMD) Financial Analyst Day on Tuesday, Moor Insights & Strategy Founder, CEO, and Chief Analyst Patrick Moorhead chats with Josh Lipton about the AI chipmaker's enterprise segment in comparison to other hyperscalers. Also catch Patrick Moorhead's comments on AMD's ability to scale in the coming quarters and years in order to better compete against Nvidia (NVDA). To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Description: Investing.com -- Advanced Micro Devices (NASDAQ:AMD) stock rose 3.5% in after-hours trading Tuesday, following the chipmaker’s ambitious long-term growth targets unveiled at its Financial Analyst Day. The gains came after shares had closed down 2.6% during the regular session.
Description: AMD said expects to increase operating margin from 24% this year to more than 35% over the next three to five years.
Description: At Financial Analyst Day, AMD outlines long-term plan to expand data center and AI leadership with greater than 35% revenue CAGR and greater than $20 non-GAAP EPS targetNEW YORK, Nov. 11, 2025 (GLOBE NEWSWIRE) -- Today at its Financial Analyst Day, AMD (NASDAQ: AMD) showcased its long-term strategy, leadership products and technology IP, underscoring the company’s momentum in driving accelerated growth and delivering long-term shareholder value. “AMD is entering a new era of growth fueled by our
Description: Advanced Micro Devices (AMD) CEO Lisa Su said the chipmaker has a $1 trillion total addressable market (TAM) opportunity. Yahoo Finance Tech Editor Dan Howley outlines the details from AMD's analyst event. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Description: Advanced Micro Devices (AMD) CEO Lisa Su said she expects the AI data center market to be worth up to $1 trillion by 2030 at the chipmaker's Financial Analyst Day on Tuesday. Moor Insights & Strategy Founder, CEO, and Chief Analyst Patrick Moorhead comes on Market Domination to discuss Su's latest comments and how he envisions AMD's ability to scale in the coming quarters and years in order to better compete against Nvidia (NVDA). To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Description: Ahead of Advanced Micro Devices' (AMD) analyst day on Tuesday, TECHnalysis Research, LLC president Bob O'Donnell chats with Julie Hyman about how AI hyperscalers are managing servers and leveraging Arm-based (ARM) chip designs, while commenting on the broader scale of the artificial intelligence "super highway" infrastructure. Also hear Bob O'Donnell explain how companies are investing in "hybrid AI." To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Description: AMD CEO Lisa Su says the total addressable market for AI data centers will hit $1 trillion by 2030.
Description: Investing.com -- Advanced Micro Devices Inc. expects its annual revenue to grow by more than 35% on average over the next three to five years, driven by strong demand for its data center products.
Description: Advanced Micro Devices (AMD) is hosting its analyst day at the Nasdaq on Tuesday, which could prove to be a pivotal moment as the AI chip race with competitor Nvidia (NVDA) tightens. TECHnalysis Research, LLC president Bob O'Donnell sits down with Market Catalysts host Julie Hyman to explain what hybrid AI (artificial intelligence) and why he is bullish on the dynamic of hyperscalers building out AI infrastructure and investing in physical AI data centers and GPUs. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Description: If the headline yield today is not something you’re concerned with, and you pay more attention to how fast a yield can grow, then it’s worth buying dividend stocks you can forget about for decades. By the time you cash out, stocks like TSMC (NYSE:TSM), Fastenal (NASDAQ:FAST) and Novo Nordisk (NYSE:NVO) may snowball fast enough to ... 3 Buy-And-Forget Dividend Stocks With Snowballing Payouts
Description: Aixtron is a German semiconductor maker tapped by Kerrisdale and Barclays to benefit in the next wave of AI investing. Shares are up 33% in the last month.
Description: Investing.com -- Morgan Stanley made several notable adjustments to its U.S. All Cap Growth model portfolio, increasing exposure to semiconductors and software while exiting positions in healthcare and restaurants.
Description: Super Micro Computer's DCBBS, powered by NVIDIA and AMD platforms, drives AI data center growth with high margins despite near-term profit pressure.
Description: SANTA CLARA, Calif., November 11, 2025--Exostellar, a leader in AI infrastructure orchestration and optimization, today announced the general availability (GA) of its AIM (AI Infrastructure Management) platform — the industry’s first solution to deliver unified control of multi-cluster GPU environments spanning on-premises, cloud, bare metal, and GPU-as-a-Service deployments. AIM provides a single pane of glass for managing and optimizing heterogeneous accelerators across NVIDIA, AMD, Intel, and
Description: Nvidia stock was falling early Tuesday after Japan’s SoftBank Group disclosed it had sold a $5.83 billion stake in the chip maker. Nvidia shares were down 2.5% at $194.05 in early trading. The stock gained 5.8% the previous day amid optimism about the end of the U.S. government shutdown.
Description: Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.
Description: What if the next big AI winner isn't who you expect? Sometimes the best comeback stories start with admitting you can't win the old game. This chipmaker's AI pivot proves the point.
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
Description: AMD reported its Q3 earnings on November 4. During the earnings call, AMD CEO Lisa Su said: "Development of both our MI400 series GPUs and 'Helios' rack is progressing rapidly, supported by deep technical engagements across a growing set of hyperscalers, AI companies, and OEM and ODM partners to ...
Description: QCOM stock is down after earnings after failing to impress investors with its results. This comes as Qualcomm plans to get into the AI chip market to rival AMD and Nvidia.
Description: Strong chip demand offsets trade worries and cooling growth
Description: Stocks Jump on Government Deal; AI Leaders Drive Gains
Description: The FTSE 100 Index closed up 1.1% at 9,787.15.
Description: The biggest AI-related names, including Nvidia, AMD, and Palantir, rebounded after Congress reached a deal to end the government shutdown.
Description: Taiwan Semiconductor Manufacturing just reported its slowest rate of monthly sales growth in more than 18 months. TSMC reported October revenue of 367.47 billion New Taiwan dollars ($11.86 billion). While that’s a new monthly record for the Taiwanese chip manufacturer, the 17% growth from the same month last year is the slowest pace of annual growth TSMC has registered since February 2024.
Description: Among other chip makers, Advanced Micro Devices gained 4.3% and Broadcom was up 1.9% in morning trading. Nvidia is now in the run up to its earnings report on Nov. 19, when increased spending on artificial-intelligence hardware from major technology companies is likely to be reflected in strong revenue growth. Huang visited Taiwan over the weekend, meeting with executives of key supplier Taiwan Semiconductor Manufacturing, or TSMC.
Description: Pre-Market Stock Futures: The futures are trading higher as the new week begins, with most investors and traders relieved that last week has come to a close. Hopes that an end to the Government shutdown in Congress is driving the futures higher this morning. The same mantra that was chanted last week — AI/Bubble, stocks ... Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Alphabet, Apple, Eli Lilly, CarMax, HubSpot, and More
Description: NVDA's surging data center business and booming AI chip demand are likely to aid it in topping Q3 sales expectations of $54 billion.
Description: MU's soaring stock still trades at a steep discount to tech peers, with AI-driven growth and solid fundamentals supporting further upside.
Description: Focus on companies benefiting from a dramatic increase in AI infrastructure demand.
Description: Entered strategic partnership with Otsuka Pharmaceutical Co., Ltd. for the development and commercialization of 4D-150 in the APAC region; to receive $85 million in upfront cash and expects to receive at least $50 million from cost sharing Announced positive long-term safety and efficacy data with 1.5 to 2 years of follow-up from the Phase 1/2 PRISM clinical trial in wet AMD Completed equity offering providing net proceeds of ~$93 million Announced up to $11 million equity investment from the Cy
Description: Market Watches AMD as Key Product Updates Loom on Nov. 11
Description: TSMC Revenue Growth Slows, But AI Demand Still Powers the Chip Giant
Description: Intel's Comeback Plan Faces Reality Check as AI Hype Meets Weak Fundamentals
Description: Arkyn, a Danish enterprise software company specializing in digital platforms for service and asset maintenance operations, has secured €4 million in financing to enhance growth and expand its product offerings. The investment, led by Compounding Capital and Trifork Labs, aims to further integrate AI capabilities into Arkyn's SAP-based app suite to optimize maintenance processes and improve functionality for frontline workers. This injection of capital is set to fuel international expansion,...
Description: This top semiconductor company is gaining relevance in the AI chip market.
Description: Shares of NVIDIA (Nasdaq: NVDA) dropped 7.1% this week, sinking sharply after hitting a high of $211.34 on Monday morning. Yet, even with the losses, NVIDIA shares had quickly plummeted into correction territory midday Friday. Shares sank to a low of $178.91 before rebounding to close the day at $188.15, a slight gain from Thursday’s close. So, ... NVIDIA Shares Dropped 7% This Week: 3 Catalysts For the Fall
Description: Applied Materials provides the equipment that AI chipmakers need.
Description: Skepticism around sky-high tech valuations and a continued dearth of economic data set up the week for investors.
Description: Strong earnings growth could justify more gains for investors.
Description: Advanced Micro Devices, Inc. ( NASDAQ:AMD ) just released its quarterly report and things are looking bullish. It was...
Description: A series of events sent technology and AI-linked stocks into their worst week since April’s tariff-driven sell-off.
Description: CHAI, the fast-rising social AI platform redefining human–AI interaction, has surpassed its 2025 revenue target two months ahead of schedule, reaching $48 million by the end of October. The company now projects over $50 million in annual recurring revenue (ARR) by year's end, representing an extraordinary 2.5x increase from $20 million at the beginning of 2025.
Description: With the broader market starting to retract amid valuation concerns, high-growth tech stocks such as Palantir (PLTR) and AMD (AMD) have been at the center of the pullback despite their enticing AI prospects.
Description: Third quarter earnings season is in full swing, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: The Nasdaq Composite fell for a second straight session on Friday to log its worst week since the en
Description: Advanced Micro Devices (NASDAQ:AMD) recently reported strong third-quarter results, with revenue hitting $9.2 billion, up 36% year-over-year, and beating Wall Street’s $8.7 billion estimate. Adjusted earnings of $1.20 per share also topped the $1.16 consensus, while the company raised its Q4 guidance to $9.6 billion. Despite this beat-and-raise performance, AMD’s stock has declined 9% in ... AMD Keeps Falling After Beat-and-Raise Q3. Should You Buy?
Description: US benchmark equity indexes were lower intraday amid continued weakness in technology shares, while
Description: Despite today's pullback, AMD stock is still up big in 2025. What comes next?
Description: Though the immediate impact of Mamdani’s win is limited, the signal it sends is not. Americans are increasingly comfortable voting for heavy-handed government.
Description: Hefty valuations for AI-related stocks are raising some eyebrows on Wall Street. DA Davidson's head of technology research, Gil Luria, divides investors' AI plays into two categories: companies that are "responsibly" building AI compute based on "real demand" and others that are using "very expensive debt" and "related party transactions" to finance speculative AI infrastructure. Luria places Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOG, GOOGL), and other Big Tech companies in the first category, while Oracle (ORCL), Oklo (OKLO), Broadcom (AVGO), and more are part of the "speculative" group. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Description: Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Description: Nvidia and other Big Tech names have had a rough week as investors question whether the stock market is in an AI-fueled bubble.
Description: The Wall Street Journal reported that $300 billion of the increase was a single contract with artificial-intelligence start-up OpenAI, a company that has quickly rising revenue, but also significant losses. Early Friday, Oracle stock was down 4.5% to $232.74, leaving shares down 3.6% since the earnings call.
Description: PayPal stock failed to gain much traction despite the company’s partnership with OpenAI. However, while the “AI bump” has faded away, PYPL looks like a good buy on a reasonable growth outlook and decent valuations.
Description: AMD will provide updates on the company’s data center AI growth plans on Nov. 11, which could determine the trajectory of its share price.
Description: Nvidia stock has been hit this week by concerns about the artificial-intelligence trade and the company’s prospects in China.
Description: Marvell Technology's AI-fueled data center surge underscores its strength, but rising competition and valuation pressures suggest holding for now.
Description: Shares of Pop Mart (9992.HK), the Chinese toy maker behind the Labubu dolls, are down sharply after an exchange between employees commenting on the toys' price goes viral. Opendoor (OPEN) stock nosedives after the new CEO presents his turnaround strategy. Airbnb (ABNB) rallies as Goldman Sachs (GS) raises its price target for the stock. UK's ITV (ITV.L) soars on hopes of a potential deal with Comcast (CMCSA)'s Sky. As AI chip stocks including Nvidia (NVDA) and AMD slide, Qualcomm (QCOM)'s CEO strikes an optimistic note. For more live coverage of the markets, watch the full episode of Market Sunrise and visit Yahoo Finance.
Description: Elon Musk's targets in order to hit his $1 trillion pay package are aggressive according to Tesla's (TSLA) board. Chris Rossbach from J.Stern agrees. This week concerns over an AI bubble have grown and shares of Nvidia (NVDA), Palantir (PLTR) and AMD (AMD) have faltered. The battle to buy Metsera (MTSR) is intensifying as both Novo Nordisk (NVO, NOVO-B.CO) and Pfizer (PFE) make bids for the obesity drug developer this week.
Description: Analysts say the worst is priced in as AI orders surge
Description: U.S. stock markets have been missing a key component that could reverse this week’s worrying selloff heading into the start of Friday’s trading session, but investors still seem to believe in the record-setting rally picking up steam over the final stretch of the year. “Much of the market’s optimism hinges on the assumption that policymakers will maintain some level of support,” she added.
Description: The benchmark US stock measures were lower before the open Friday amid continued weakness in tech sh
Description: Pre-Market Futures: The futures trade lower on Friday as we prepare to end a brutal week for stocks that saw some of the most significant spikes in volatility since earlier this year. The song remains the same as worries over AI and data center-fueled tech bubbles continue to reverberate across Wall Street. The fact that ... Here Are Friday’s Top Wall Street Analyst Research Calls:
Description: Shares of Advanced Micro Devices, Inc. (AMD) have lost around 7% in Nov. 6’s morning trading, despite just reporting strong earnings. In its third-quarter report released on Nov. 4, AMD posted revenue of $9.2 billion, up 36% year over year, and non-GAAP diluted earnings per share of $1.2, ...
Description: Stock futures inched up following a day of rough losses with Musk's $1T pay package and layoffs in focus.
Description: In a week that has already been whipsawed by shifting sentiment about artificial intelligence, Thursday brought a fresh set of worries. Nvidia shares fell 3.7% while AMD lost more than 7% and CoreWeave tumbled 6.6%. The Dow slid nearly 400 points while the S&P 500 shed 1.1% by the close.
Description: US equities fell Thursday as Wall Street fretted over a report showing a surge in job cuts, while te
Description: Third quarter earnings season is in full swing, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: US stocks closed lower Thursday as concerns mounted about expensive tech stocks, and a risk-off sentiment spread through markets after new data showed a bleak outlook for the job market.
Description: The major gauges have reached a holding pattern in a volatile week with investors seeking firm news on tariffs, earnings and Tesla.
Description: Nvidia and other tech stocks took a hit on Thursday as a Trump administration official said the AI industry would get "no federal bailout."
Description: AMD stock has still managed to double in 2025, but bullish momentum in the artificial intelligence (AI) space appears to be weakening.
Description: AMD's stellar Q3 results, upgraded outlook, and major AI deals with OpenAI and Oracle highlight growth momentum but raise valuation concerns.
Description: The chipmaker is set for its Financial Analyst Day next week.
Description: Palantir stock fell below a key trading level on Nov. 6 amid a broad market retreat and a pull back in many artificial intelligence stocks.
Description: Over $420bn (£320bn) was wiped off the value of the biggest seven US tech giants on Thursday afternoon as a fresh sell-off took hold.
Description: Nvidia stock fall on Thursday after a warning from CEO Jensen Huang that China may overtake the U.S. in the AI race.
Description: Arista Networks Inc. (NYSE:ANET) is one of the must-buy US stocks to buy now. On November 4, Arista Networks Inc. (NYSE:ANET) reported third-quarter revenue of $2.308 billion, up 27.5% year-over-year, with non-GAAP net income rising to $962.3 million. The company maintained a strong non-GAAP gross margin of 65.2%, supported by favorable product mix and inventory […]
Description: Advanced Micro Devices Inc. also failed to impress investors with a strong revenue outlook this week. The company — Nvidia Corp.’s closest competitor in the market for artificial intelligence computing components — was coming off an AI-fueled rally that set expectations at stratospheric levels.
Description: Nvidia stock gained as CEO Jensen Huang warned Chinese competitors are near to matching U.S. capabilities in AI chips.
Description: WAYNE, Pa., November 06, 2025--Cornelis, a leading provider of intelligent, high-performance networking solutions, today announced the successful qualification and integration of its CN5000 Omni-Path® networking solution across Lenovo’s ThinkSystem V3 and V4 servers. The CN5000 is now a fully supported networking fabric in Lenovo’s EveryScale Solution, empowering customers to deploy tightly integrated, high-performance AI/HPC infrastructure at scale.
Description: The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor
Description: Monday, Oct 6, 2025 The Government has entered Day 6 of the shutdown, but the market appears to be thriving, looking past the uncertainty. The S&P 500 was up 0.4% and edged closer intraday to its previous high record.The Nasdaq Composite, led by AMD’s 27% soar, achieved another record high ...
Description: The major gauges have reached a holding pattern in a volatile week with investors seeking firm news on tariffs, earnings and Tesla.
Description: Advanced Micro Devices (AMD) reported Q3 earnings on November 4, giving investors more proof that its AI story is real and keeping the long-term growth story intact. Its Q3 report showed signs that its AI push is starting to take shape, but perhaps not fast enough to sway short-term ...
Description: Jay will begin with a review of recent corporate updates and discuss our clinical programs for DuraVu in wet AMD and DME. Before we begin our formal comments, I will remind you that various remarks we will make today constitute forward-looking statements for the purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors, including those discussed in the Risk Factors section of our most recent annual report on Form 10-K, which is on file with the SEC, and in other filings that we have made or may make with the SEC in the future.
Description: The Nasdaq Composite rose Wednesday as technology stocks rebounded following a rout in the previous
Description: Shares in AMD rise after the chip maker posts better-than-expected third-quarter earnings and revenue.
Description: Third quarter earnings season is in full swing, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: The Dow Jones Industrial Average and other major stock indexes gave back some gains but finished firmly in positive territory Wednesday afternoon, with tech stocks recovering from the previous day's sell-off on valuation concerns.
Description: Qualcomm reported its Q4 earnings after the bell on Wednesday.
Description: From AI-fueled AppLovin stock to a barrage of defense leaders, the IBD Breakout Stocks Index puts a wide range of names in focus.
Description: For the last three years, the artificial intelligence trade has taken all the oxygen out of the room, especially as the typical PC upgrade cycle that tech investors always count on never arrived. The first clear signal came late last month when Intel reported solid earnings. Chief Financial Officer David Zinsner told me then that demand for PCs had been better than the company expected as corporations refresh their installed base of computers to move to the current version of Microsoft Windows just as data centers are upgrading servers at a faster pace.
Description: Nvidia chief executive Jensen Huang has warned that China will beat the US in the artificial intelligence race, thanks to lower energy costs...
Description: US equity indexes rose ahead of Wednesday's close, as communication services and consumer discretion
Description: Tech stocks rose late Wednesday afternoon with the Technology Select Sector SPDR Fund (XLK) climbing
Description: Major technology stocks were advancing Wednesday following a rout in the previous session that was t
Description: US benchmark equity indexes were higher intraday as traders parsed the latest economic data, includi
Description: Nvidia stock rises on Wednesday after artificial intelligence chip rival Advanced Micro Devices delivered its third-quarter results.
Description: AMD's record quarterly results on strong demand for its data center chips met a muted reception from investors. Here's what Wall Street analysts are saying about the results.
Description: US equity indexes rose after midday Wednesday amid strong gains in communication services, a respite
Description: The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.
Description: Palantir and Tesla led sharp stock market losses Tuesday. AMD, Astera Labs and Arista Networks were earnings movers late.
Description: In Q3, the chipmaker's data center revenue grew 22% year over year, which was solid, given that the company had no sales of its artificial intelligence (AI)-enabling GPU chips in China.
Description: Stock futures were mixed following a choppy day that saw all three major gauges fall.
Description: Stocks fell, as the rally in AI stocks takes a break. “Stocks are allowed to go down,” one strategist said.
Description: The headline numbers for Advanced Micro (AMD) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Description: The chip maker reported steep gains in both profit and sales for the third quarter as it moved deeper into AI data centers and increased sales of personal computer processors.
Description: Matt Bryson, Wedbush Securities Equity Research managing director, reacts to Advanced Micro Devices' results on "Bloomberg The Close." AMD said fourth-quarter revenue will be roughly $9.6 billion. Though analysts had estimated $9.2 billion on average, some projections ranged as high as $9.9 billion.
Description: AMD reported revenue of $9.25 billion for the latest quarter, ahead of analysts’ expectations for $8.76 billion.
Description: Advanced Micro (AMD) delivered earnings and revenue surprises of +2.56% and +6.00%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
Description: Can AMD keep up its momentum? Here's what drove the stock sky-high last month and what might happen next.
Description: Advanced Micro Devices beat Wall Street's targets for Q3 and guided higher than views for Q4. But AMD stock fell late.
Description: AMD (AMD) stock is in focus after the company reported earnings that beat Wall Street's expectations on the top and bottom lines. Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Asking for a Trend with Josh Lipton to examine the earnings print and AMD's position in the Nvidia (NVDA) dominated AI chip space. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.
Description: Advanced Micro Devices reported record quarterly results above analysts' projections as booming demand for AI helped boost sales of its data center chips.
Description: Investing.com-- AMD reported Tuesday upbeat guidance and better-than-expected Q3 results, as its "rapidly scaling" data center business continued to ride the artificial intelligence wave despite regulatory headwinds on chip sales to China.
Description: Shares in data analytics software developer Palantir tumble even as the company tops analysts' earnings estimates.
Description: Advanced Micro Devices' (AMD) third-quarter results rose above Wall Street's estimates as the chipma
Description: Investing.com -- Shares of Super Micro Computer Inc (NASDAQ:SMCI) declined more than 6% in after-hours trading Tuesday after the company reported fiscal Q1 results that fell short of expectations, despite boosting revenue guidance for the current quarter and full year. The company missed analysts’ estimates on both earnings and top-line performance, raising questions about near-term demand execution even as longer-term AI infrastructure bets remain in focus.
Description: Computer processor maker AMD (NASDAQ:AMD) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 35.6% year on year to $9.25 billion. On top of that, next quarter’s revenue guidance ($9.6 billion at the midpoint) was surprisingly good and 4.7% above what analysts were expecting. Its non-GAAP profit of $1.20 per share was 2.4% above analysts’ consensus estimates.
Description: AMD) on Tuesday reported third-quarter net income of $1.24 billion. The Santa Clara, California-based company said it had net income of 75 cents per share. Earnings, adjusted for one-time gains and costs, were $1.20 per share.
Description: Advanced Micro Devices (AMD) reported third quarter results that topped Wall Street estimates on both the top and bottom lines. Adjusted earnings of $1.20 topped the Bloomberg consensus estimate of $1.17. Revenue was $9.25 billion versus an estimate of $8.74 billion. The chip giant also issued better-than-expected fourth quarter revenue guidance. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Description: Yahoo Finance Senior Reporter Allie Canal outlines what investors are watching on Tuesday, Nov. 4. Pfizer (PFE), Uber (UBER), Spotify (SPOT), and BP (BP) are among the companies releasing earnings ahead of the opening bell. AMD (AMD), Pinterest (PINS), Rivian (RIVN), and Cava (CAVA) will continue the wave of earnings after the closing bell. ADP (ADP) is set to release a new weekly labor market report amid the ongoing government shutdown. Watch the video above to learn more about the stories that the market is watching. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Description: US stock futures slipped as earnings continue, with megacap companies dominating gains as smaller companies falter.
Description: <body><p>STORY: Wall Street's main indexes ended mixed on Monday, with the Dow dropping nearly half a percent, the S&P 500 ticking up marginally and the Nasdaq gaining almost half a percent.</p><p>Among the major drivers to the upside, Amazon gained 4% after it announced it struck a $38 billion deal with OpenAI. The move comes in the wake of strong earnings from Amazon that sent its stock soaring more than 9% on Friday.</p><p>But macroeconomic concerns clouded market optimism, with the Fed's next move becoming increasingly unclear given the lack of economic data due to the ongoing government shutdown.</p><p>Sam Miller is CEO and co-founder of Kasheesh.</p><p>"The markets today, I think we're seeing a mixed environment. [FLASH] Amazon posted really strong earnings on Friday and a bunch of other major AI companies like Palantir, AMD, and Supermicro are sharing profits this week, fueling a lot of investor optimism. The trade war with China seems to be easing following leadership talks, but this comes again against the backdrop of a prolonged 35-day U.S. government shutdown."</p><p>Among other stock moves, shares of healthcare companies UnitedHealth Group and Merck weighed on the Dow, falling more than 2% and 4%, respectively.</p><p>Shares of Nvidia gained more than 2% after President Trump said the AI chipmaker's most advanced microchips will be reserved for U.S. companies and kept out of China and other countries.</p><p>And shares of Kimberly-Clark slid more than 14.5% after it was revealed the consumer goods company will buy Tylenol maker Kenvue for more than $40 billion. Shares of Kenvue soared more than 12%.</p></body>
Description: DuPont de Nemours is not a name you'd likely expect to hear in the same sentence as "semiconductors." Yet, for decades, the company's electronics division has made billions by catering to the detailed steps that make one of humanity's biggest technological marvels possible. Still, its been largely ...
Description: The Nasdaq Composite and the S&P 500 advanced in an overall mixed session on Monday, with Amazon.com
Description: Avnet, a leading global technology distributor, is teaming up with AMD, a world leader in high-performance computing and adaptive technologies, together with element14, to launch the inaugural "AMD on Wheels" national roadshow—bringing cutting-edge AI and sustainable innovation directly to Australia's tech ecosystem.
Description: US equity indexes traded mixed at Monday's close as Amazon.com's (AMZN) $38 billion deal with the Mi
Description: The Dow Jones index fell but Amazon surged on deal with OpenAI. Kimberly-Clark plunged on the stock market today. Palantir popped.
Description: Third quarter earnings season is in full swing, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: Kimberly-Clark agrees to buy Tylenol maker Kenvue in a cash-and-stock deal valued at about $48.7 billion, including debt.
Description: A number of big-name companies are set to report earnings this week, including Advanced Micro Devices (AMD), McDonald's (MCD), and Spotify (SPOT). Yahoo Finance Senior Reporters Allie Canal and Brooke DiPalma share what investors need to know heading into the reports. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Description: US stocks made gains, with Wall Street looking to maintain upward momentum.
Description: Qualcomm will report its Q4 earnings after the bell Wednesday.
Description: AMD to report Q3 earnings after the bell Tuesday.
Description: US benchmark equity indexes were mostly higher after midday Monday amid a jump in Amazon.com (AMZN)
Description: S&P 500 companies' quarterly earnings growth slowed down compared with financials reported up until
Description: Amazon.com (AMZN) secured a $38 billion deal with OpenAI that allows the Microsoft-backed (MSFT) art
Description: Deal to take quantum computing pioneer public at $3 billion valuation
Description: As AMD teams up with the DOE on a $1 billion supercomputer project, let’s break down why this could be a smart time to bet on AMD stock.
Description: 2025 -The S&P 500 and Nasdaq kicked off November on firmer ground on Monday, after a slew of AI deals boosted megacap companies Amazon and Nvidia, while Kenvue shares soared after Kimberly-Clark's buyout deal. Amazon.com hit a record high after signing a multi-year $38 billion deal to supply cloud computing services to OpenAI, giving the ChatGPT maker access to Nvidia's graphics processors. Nvidia gained 2.5% after President Donald Trump said the company's most advanced chips will be reserved for U.S. companies and Microsoft secured export licenses to use its chips in UAE data centers.
Description: The stock market has continued to climb, but it's been tricky. Palantir, Robinhood and AMD lead big earnings this week.
Description: Computer processor maker AMD (NASDAQ:AMD) will be reporting results this Tuesday after market hours. Here’s what you need to know.
Description: US stock futures made gains, with Wall Street looking to maintain upward momentum.
Description: Competition could cut into Nvidia's revenue in the next few years.
Description: The maker of affordable high-performance mobile processors has made an unlikely leap into territory largely controlled by a much more prolific competitor.
Description: Vertex, Corteva, and many more will also report earnings. On the economic front, The Supreme Court will hear arguments on the legality of Trump’s tariffs, and ADP will release October employment data.
Description: We recently published Top Analyst Calls: 8 Stocks to Buy and Sell. NVIDIA Corp (NASDAQ:NVDA) is one of the top analyst calls. Patrick Moorhead of Moor Insights & Strategy commented on the China-related selloff after President Trump’s tariff announcements earlier in October. The analyst at the time said the selloff was an overreaction and made […]
Description: It might be a mistake to overlook AMD simply because of Nvidia's dominance.
Description: The semiconductor stock looks far less expensive when factoring in its long-term prospects.
Description: The stock trades near its highest point this year after Qualcomm announced its AI accelerators.
Description: Markets look set to enter the fifth full week of a US government shutdown as investors parse Powell's comments, news of a trade deal between Washington and Beijing, and another mammoth week of earnings.
Description: Coming up: earnings from AMD, Palantir, top pharmaceutical and tech firms; private-sector employment report; consumer sentiment.
Description: AMD's financial results may play second fiddle to the commentary surrounding its AI business.
Description: The stock market has continued to climb. But it's been tricky. Palantir, Robinhood and AMD lead big earnings this week.
Description: Long-term investors should focus on companies with robust financials and exposure to evolving technologies.
Description: Key moments from the last seven days, plus a glimpse at the week ahead.
Description: The same dollars are simply bouncing between balance sheets, rather than creating new economic activity. Equity markets are soaring, paying little mind to this web of financing. There is plenty of excitement, but that is different from irrational exuberance.
Description: Advanced Micro Devices (AMD) shares have edged slightly higher over the past month, climbing around 56%. The steady move highlights renewed interest from investors. Recent performance has outpaced the broader semiconductor sector during the past quarter. See our latest analysis for Advanced Micro Devices. Momentum for AMD has picked up impressively, with the stock’s 1-month share price return of 56% and 112% year-to-date performance, firmly outpacing most peers. Recent gains build on a...
Description: The stock market has continued to rise. But it's been tricky. Palantir, Robinhood and AMD lead big earnings this week.
Description: NEWSLETTER: REVIEW PREVIEW Sugar Rush. If you’re on the East Coast of the U.S., you may be dealing with a candy-induced headache by now. It was worth it, I’m sure. Investors might be nursing their own hangover after a nonstop week of news that included a quasi trade deal, a Fed meeting, and an onslaught of earnings.
Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come throughout next week, including: — The nearing expiration of SNAP benefits funding (Supplemental Nutrition Assistance Program) as a federal judge orders the Trump administration to continue funding the program. — Earnings results from Berkshire Hathaway (BRK-A, BRK-B) this Saturday and quarterly results from companies like Palantir Technologies (PLTR), Advanced Micro Devices (AMD), Qualcomm (QCOM), and McDonald's (MCD) throughout the rest of the week — The beginning of open enrollment for health insurance coverage. — Economic commentary from a handful of Federal Reserve officials. — Tesla's (TSLA) shareholder meeting, where investors will vote on CEO Elon Musk's $1 trillion executive pay package. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Description: After the Nasdaq sets a seven-year record, a slew of high flying stocks report in the coming week. Plus there's a bonus day from Tesla.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: The Standard & Poor's 500 index rose more than 0.7% this week, led by the information technology and
Description: The ChatGPT maker plans to deploy 6 gigawatts worth of AMD chips in exchange for up to 160 million shares of AMD stock. The deal propelled AMD shares to their best month since 2001, according to Dow Jones Market Data. Micron Technology continued its banner year in October, with shares rising 34% for the month.
Description: This article first appeared on GuruFocus. Advanced Micro Devices (AMD, Financials) is projected to keep doing well in its data center business through the end of the year, thanks to the MI350 series chips that are starting to take off.
Description: Qualcomm is reshaping itself from a mobile-chip maker into a key player in AI and edge computing, and with the current valuation still trailing its peers, the stock looks increasingly attractive for investors seeking exposure to the next phase of semiconductor growth.
Description: The agreement highlights the strategic nature of technology alliances in the AI ecosystem.
Description: Nvidia was rising after Amazon added to the chorus of large cloud-computing companies saying demand for AI capacity outstrips supply
Description: Palantir stock is trading near all-time highs amid bright growth prospects for its data analytics software.
Description: Qualcomm (NASDAQ:QCOM) has long dominated the mobile chip market, but its latest push into artificial intelligence (AI) hardware raises questions for investors. With the AI boom driving massive gains for leaders like Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), Qualcomm’s announcement of two new data center chips aims to carve out a niche. These chips ... Is Qualcomm the New AI Chip Growth Stock to Buy?
Description: Zacks.com users have recently been watching Advanced Micro (AMD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Description: Wall Street Goes All-In on AMD as Critical AI Earnings Showdown Nears
Description: The S&P 500 gained yet again in November, stringing together the sixth-straight monthly gain. And some stocks put up some breathtaking rises.
Description: We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed. Advanced Micro Devices, Inc. (NASDAQ:AMD) designs CPUs and GPUs that are used in PCs and data centers. Along with NVIDIA, it also caters to the AI […]
Description: Nscale and VAST Data have announced a partnership aimed at creating a globally distributed AI cloud infrastructure, utilizing the VAST AI Operating System to support large-scale artificial intelligence workloads. This collaboration will see Nscale expand its reach across Europe and North America, with plans to deploy up to 300,000 NVIDIA Grace Blackwell GPUs. The initiative focuses on enhancing data access and efficiency for enterprise AI applications, driven by a vision for a comprehensive...
Description: The average UK house price stood at £272,226, which was higher than expected
Description: Earnings preview of key companies reporting in the coming week and what to look out for.
Description: AEWIN Technologies Co., Ltd. (AEWIN), a leading provider of advanced network appliances and edge computing solutions, announces its participation at Supercomputing 2025 (SC25) which take place from November 16th to 21st. AEWIN will exhibit a comprehensive lineup of high-performance servers and network appliances which highlight its capability to deliver both standardized platforms and rapid customization services for compute-intensive applications in Networking, Edge AI, and Storage.
Description: iPhone and iPad maker Apple (NASDAQ:AAPL) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 7.9% year on year to $102.5 billion. Its GAAP profit of $1.85 per share was 4.5% above analysts’ consensus estimates.
Description: SEATTLE, October 30, 2025--Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2025.
Description: Ballooning capital expenditures on data centers for artificial intelligence will benefit the entire tech stack of computer gear makers, analysts say.
Description: IREN's AI cloud expansion and surging GPU investments push annualized revenue toward $1.25 billion, as shares soar over 500% year to date.
Description: Shares of health insurance company Cigna (NYSE:CI) fell 14.3% in the morning session after the company reported underwhelming third-quarter results. Revenue grew 9.5% year-on-year to $69.75 billion, beating estimates by 3.6%.
Description: Advanced Micro Devices gears up for Q3 results with strong data center, client and gaming growth driving a 28% revenue surge.
Description: Lumentum's first-quarter fiscal 2026 results may see strong cloud-driven gains as Datacom lasers and optical switches fuel robust revenue growth.
Description: AMD (NASDAQ:AMD) has transformed remarkably in the artificial intelligence (AI) space. Just a few years ago, the company had virtually no presence in artificial intelligence, focusing mainly on CPUs and GPUs for gaming and PCs. Under CEO Lisa Su’s leadership, Advanced Micro Devices pivoted aggressively, launching accelerators like the MI250 and MI300 series to compete ... Is This Where AMD Begins Closing the AI Gap With Nvidia?
Description: Shares of specialty construction contractor company EMCOR (NYSE:EME) fell 13.8% in the morning session after the company reported strong third-quarter results but provided a full-year revenue forecast that failed to impress investors. The specialty construction contractor posted third-quarter revenues of $4.30 billion, a 16.4% increase from the same period in the previous year. Earnings per share also grew, reaching $6.57. While these results were slightly ahead of Wall Street's expectations, th
Description: Shares of tobacco company Altria (NYSE:MO) fell 7.3% in the morning session after the company reported third-quarter results where revenues missed expectations, overshadowing an in-line result for earnings per share. The company announced adjusted quarterly earnings of $1.45 per share, an increase from $1.40 per share reported in the same quarter the previous year. Despite the growth in profit, total sales fell 1.7% year on year to $5.25 billion, short of market forecasts for $5.32 billion. The
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks Analysts are Tracking Closely. On October 27, UBS reiterated its “Buy” rating on the stock with a $265.00 price target. The rating affirmation comes ahead of the company’s third-quarter results. The firm is bullish on the stock, driven by sustained GPU ramp, renewed server […]
Description: QUALCOMM Incorporated (NASDAQ:QCOM) is one of the AI Stocks Analysts are Tracking Closely. On October 27, Rosenblatt reiterated a “Buy” rating on the stock with a $225.00 price target. The rating affirmation follows the company’s announcement of a 200MW deployment with HUMAIN. According to the firm, the HUMAIN partnership offers a strong entry into AI data center […]
Description: Huang’s latest vote of confidence in quantum computing has reassured investors in the sector—and also provided clues about how the company might fit into the ecosystem in years to come.
Description: Nvidia stock has been buoyant in recent days but it didn’t get a hoped-for boost from President Trump's meeting with Xi Jinping.
Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best NASDAQ growth stocks to buy for the next 5 years. On October 22, Rosenblatt Securities analyst Kevin Cassidy reiterated a Buy rating on Advanced Micro Devices/AMD and set a price target of $250.00. Earlier on October 13, Mizuho raised the firm’s price target on AMD […]
Description: Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best NASDAQ growth stocks to buy for the next 5 years. On October 24, Super Micro Computer announced an expansion to its portfolio of Cloud Service Provider solutions with the new 6U 20-Node MicroBlade system, which incorporates the AMD EPYC 4005 Series Processors. The announcement highlights […]
Description: Get a deeper insight into the potential performance of Advanced Micro (AMD) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Description: These five companies sit at the center of the next industrial revolution.
Description: The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before Th
Description: Silicon Valley heavyweights, including Peter Thiel’s Founders Fund, General Catalyst, and Valor Equity Partners, have poured over $100 million into San Francisco chip startup Substrate. Their investment in the secretive U.S. startup founded in 2022 ...
Description: In the most recent trading session, Advanced Micro Devices (AMD) closed at $264.33, indicating a +2.45% shift from the previous trading day.
Description: The chip maker ended Wednesday with a market cap of $5.034 trillion, becoming the first company to close above $5 trillion in history. It reached that level only 78 trading days after it hit $4 trillion in market cap. According to Dow Jones Market Data, Nvidia is larger than the GDP of every country in 2024 except for the U.S. and China.
Description: Nvidia became the first company to hit $5 trillion in market value, the latest milestone in an unprecedented surge that reflects the growing influence of artificial intelligence on markets and the economy. The chip maker’s stock rose about 3% Wednesday to $207.16, giving it a market cap of $5.03 trillion. Shares have been boosted by exuberance for AI’s potential and a recent flurry of deals and partnerships with some of the biggest companies in AI and corporate America, from OpenAI and Oracle to Nokia and drugmaker Eli Lilly Enthusiasm for Chief Executive Officer Jensen Huang’s speech in Washington, D.C., also juiced gains this week.
Description: The broader market dipped into the red due to concerns the Federal Reserve may not lower interest rates again in December after all. Nvidia, which is now worth more than $5 trillion, remained in green after hitting a new intraday all-time high. Nvidia chip rivals Advanced Micro Devices and Broadcom, data storage firms Western Digital and Seagate (which reported strong earnings Wednesday morning) and big data darling Palantir Technologies.
Description: Analysts see further upside in AMD stock ahead of quarterly results, with AI chips and server strength to play key roles.
Description: Advanced Micro Devices (AMD) isn’t content with just playing second fiddle in the AI arms race. Over the past year, we’ve seen the chipmaker going on the offensive, securing billion-dollar contracts, growing its data center footprint, and rolling out a string of high-performance accelerators ...
Description: It’s part of a growing string of bets on private artificial intelligence companies Nvidia has made across the world. At the company’s highly anticipated GTC event in Washington on Tuesday, Nvidia Chief Executive Officer Jensen Huang called out a number of private companies that his company's taken stakes in by name, including the AI firm Perplexity, the Chinese autonomous vehicle company WeRide and the robotics startup Figure AI.
Description: QUALCOMM Incorporated (NASDAQ:QCOM) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s announcement of its new chip for AI hardware. He said: “Today, though, another highly elevated stock stole the show, and that’s Qualcomm, which announced that it’s going to produce a new chip for artificial intelligence hardware, something […]
Description: MU vs. AMD: Which Stock Is the Better Value Option?
Description: Josh Brown says that there is “ludicrous” trading action in AMD, with shares up more than 100% so far in 2025.
Description: Most investors panic when they realize one part of their portfolio is doing all the heavy lifting. Suze Orman? She practically cheers it on. In a recent episode of "Suze Orman's Women & Money" podcast, Orman and her wife and co-host, KT, read a letter ...
Description: Advanced Micro Devices (AMD) is trading at new all-time highs and has technical momentum. Shares are up more than 60% over the past year and more than 100% in the year to date. AMD has a 100% “Buy” opinion from Barchart. Analyst sentiment is overwhelmingly positive, with multiple “Strong Buy”...
Description: ↗️ Nvidia (NVDA): The chip stock rallied further, lifting its market value above $5 trillion. Investors hope the meeting between Presidents Trump and Xi Jinping will ease Nvidia's access to China. Other semiconductor stocks such as AMD (AMD) and Micron Technology (MU) also gained.
Description: Nvidia stock (NVDA) rallied Wednesday morning, making the artificial-intelligence juggernaut the first company to reach a market capitalization of $5 trillion. 📈 Shares recently traded at $211.17, above the $205.
Description: Nvidia on Wednesday became the fist company with a $5 trillion market cap.
Description: Advanced Micro Devices has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
Description: ThisWay™ Global, Inc., a leader in AI and HPC optimization, as well as Sovereign AI solutions, today announced a strategic agreement with Mirantis, delivering cloud-native infrastructure for AI from Metal-to-Model™ that combines ThisWay's software platform, amalgamy.ai™ with Mirantis' k0rdent AI platform-as-a-platform (PaaS) and services expertise, tackling the biggest bottlenecks in AI infrastructure head-on.
Description: Chipmakers' stocks are on the move, with Nvidia's (NVDA) supplier SK Hynix (000660.KS, HY9H.F, HY9H.SG, HY9H.MU) posting big gains, while ASM International (4ASM.TI, AVS.SG, ASMA.XC, AVS.HA, AVSN.BE) falls on China headwinds. In the auto industry, Mercedes (MBG.DE, MBGAF) shares soar despite a profit slump, and investors sell Toyota (TM) on the news that it's developing new electric models. For more live coverage of markets watch the full episode of Market Sunrise and head to Yahoo Finance.
Description: OPAQUE, the leader in confidential AI, today announced its OPAQUE Studio for accelerating the secure development of Confidential AI agents. Built on LangGraph and now available on the OPAQUE Confidential AI Platform, OPAQUE Studio features runtime-verifiable trust that enables organizations to more quickly and confidently move agentic deployments from pilot to production environments. This marks the first platform to deliver verifiable end-to-end privacy and policy compliance guarantees before,
Description: QUALCOMM Incorporated (NASDAQ:QCOM) is included among the Best Dividend Stocks for the Best Retirement Portfolio. QUALCOMM Incorporated (NASDAQ:QCOM) is a leading developer and manufacturer of semiconductors, software, and wireless technology solutions, with a strong focus on 5G, Wi-Fi, and artificial intelligence. In recent quarters, QUALCOMM Incorporated (NASDAQ:QCOM) had hinted at expanding into datacenter accelerator cards […]
Description: Super Micro Computer Inc (NASDAQ:SMCI) set new world records in the STAC-M3 financial analytics benchmark by collaborating with Intel Corp (NASDAQ:INTC) and Micron Technology, Inc (NASDAQ:MU), demonstrating its high-performance computing moat for ...
Description: The Blackwell processor, Nvidia’s flagship artificial intelligence accelerator, and the newer Rubin model are fueling an unprecedented surge of sales growth through 2026, Huang said Tuesday at a company presentation in Washington. The event — Nvidia’s first GTC conference held in the nation’s capital — highlighted the partnerships that the company is forging across the industry.
Description: Nvidia, already the world leader in chips crucial for artificial intelligence, wants to make its technology central to everyday life.
Description: Shares of the chip maker rose on excitement about CEO Jensen Huang’s keynote address at the company’s GTC event.
Description: Nvidia stock surged after a slew of announcements at its GTC event, putting the company on track to be the first in history to cross the $5 trillion market cap milestone.
Description: Others cite corporate restructuring more broadly — or, as seen with big names like Amazon, are redirecting money to investments like artificial intelligence. In such cases, “it’s not so much AI directly taking jobs, but AI’s appetite for cash that might be taking jobs," said Jason Schloetzer, professor business administration at Georgetown University’s McDonough School. Federal employees have encountered additional doses of uncertainty, impacting worker sentiment around the job market overall.
Description: Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 5.2% in the afternoon session after CEO Jensen Huang laid out an overwhelmingly bullish case for the company's future at a landmark GTC keynote in Washington, D.C.
Description: (Corrects spelling of word in headline to "announces") By Stephen Nellis, Alexandra Alper and Arsheeya Bajwa WASHINGTON (Reuters) -Nvidia CEO Jensen Huang said on Tuesday that the artificial
Description: Dow Jones leader IBM and AI giant Broadcom are breaking out past new buy points as the stock market rally hits record highs.
Description: IBM is gaining traction in the quantum computing segment and is positioned to benefit from a first-mover advantage following its partnership with AMD.
Description: Nvidia announced on Tuesday that drugmaker Lilly is developing an AI system using more than 1,000 Blackwell Ultra chips.
Description: Qualcomm is evolving from a smartphone chipmaker to a comprehensive AI technology leader. The transition won’t happen overnight, but the strategy appears appealing and the timing is favorable.
Description: We recently published Jim Cramer’s 12 Fresh Stocks & Quantum Computing Trading Strategy. International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer recently discussed. International Business Machines Corporation (NYSE:IBM) is one of Cramer’s favorite firms in the quantum computing space. Given the momentum in quantum computing stocks such as Rigetti, the CNBC […]
Description: We recently published Jim Cramer’s 12 Fresh Stocks & Quantum Computing Trading Strategy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed. Advanced Micro Devices, Inc. (NASDAQ:AMD) designs and sells CPUs and GPUs that are used in the consumer and enterprise spaces. Its GPUs are also used for AI computing, […]
Description: We recently published Jim Cramer’s 12 Fresh Stocks & Quantum Computing Trading Strategy. Texas Instruments Incorporated (NASDAQ:TXN) is one of the stocks Jim Cramer recently discussed. While he’s quite optimistic about the semiconductor industry in general, Cramer has recently taken exception to Texas Instruments Incorporated (NASDAQ:TXN). The firm makes and sells chips such as power […]
Description: Despite investor fears, US stocks are primed to melt up into the historically strong fourth quarter. Easing trade fears, a Dovish Fed, and robust earnings are bullish tailwinds for stocks into year-end.
Description: By Stephen Nellis and Alexandra Alper WASHINGTON (Reuters) -Nvidia CEO Jensen Huang said on Tuesday that the artificial intelligence chip leader will build seven new supercomputers for the U.S.
Description: Hamlet’s mother, Queen Gertrude, wasn’t an easy monarch to convince, even at the theater. “The lady doth protest too much, methinks,” she whispers of an overwrought performance shown on stage in the Shakespearean tragedy. Investors could learn from Gertrude, a lady dedicated to self-preservation, in assessing comments from players in the artificial-intelligence drama.
Description: Over the past six months, AMD stock gained a whopping 164%. The deal with OpenAI for 6 GW of power for OpenAI's AI infrastructure across multiple generations of AMD Instinct GPUs managed to give a great boost to the stock. Another good news for the stock was that Oracle and AMD were expanding ...
Description: Shares of underrated semiconductor firm Qualcomm (NASDAQ:QCOM) were off to the races on Monday, blasting off more than 11% in a single session, as news broke that the firm will be entering the AI chip race, clashing with titans like Advanced Micro Devices (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA). Even if Qualcomm weren’t to catch up to ... Qualcomm Just Entered AI Chip Race. Can it Catch AMD and Nvidia?
Description: The management reshuffle comes at a time when the company has pledged to invest $16 billion partly towards building more manufacturing facilities on American soil amid U.S. President Donald Trump's push to onshore supply chains. The company, unlike leader TSMC, does not largely produce cutting-edge artificial intelligence chips and is spending heavily on upgrading its manufacturing processes to produce more advanced chips for markets such as automotive and smartphones. While Taiwan's TSMC manufactures the most advanced processors designed by the likes of Nvidia, AMD and Qualcomm, GlobalFoundries produces the chips used alongside them that form an essential part of electronic systems.
Description: Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 12.3% in the afternoon session after the company announced its entry into the data center artificial intelligence (AI) market with two new chips designed to compete with industry leaders. The semiconductor giant unveiled its Qualcomm AI200 and AI250 chips, which were designed for running AI applications. This move marked a significant push for the company to diversify beyond smartphones and expand into the fast-growing AI infrastructure
Description: Qualcomm has been notably left out of the AI party. A deal with Saudi Arabia seems to have gotten the chip maker a foot in the door. Qualcomm’s share price surged 11% Monday after the company announced a deal to supply its latest AI accelerator chips to the Saudis’ Humain venture, which is building an extensive AI network in the oil-rich kingdom.
Description: ↗️ AMD (AMD), ARM Holdings (ARM): Chip stocks and shares in other big technology companies rallied after upbeat comments from both U.S. and China following weekend trade talks. ↗️Amazon.com (AMZN): The tech giant, whose shares rose 1.
Description: Qualcomm soars after introducing new artificial-intelligence servers meant to compete with Nvidia and AMD, while MP Materials falls as Treasury Secretary Scott Bessent says he expects China to defer its tightened export controls on rare-earth materials.
Description: AMD stock has hit a record high ahead of the Q3 earnings report. AMD is well-positioned for a robust rebound in its AI data center business in Q3.
Description: Wall Street is in an upbeat mood as it gears up for a pivotal week featuring the Federal Reserve’s expected interest rate cut and a barrage of Big Tech earnings, as well as Trump's visit to Asia.
Description: The chipmaker has its sights set on artificial intelligence (AI)-fueled profits.
Description: U.S. Department of Energy to deploy two AMD-powered systems for energy, health, and defense research
Description: Tech stocks were higher late Monday afternoon, with the Technology Select Sector SPDR Fund (XLK) ris
Description: The stock price is soaring ahead of strong earnings growth prospects next year.
Description: Qualcomm shares soar as the company announced two new AI chips to be launched in 2026 and 2027. Here’s why QCOM stock is worth owning heading into the next year.
Description: A bold pivot from hardware grunt work to full-stack AI domination could reshape AMD's cloud playbook.
Description: Qualcomm's Second AI Server Attempt Meets Calm Response From AMD Investors
Description: Advanced Micro Devices' (AMD) fiscal third-quarter results are likely to exceed Wall Street's estima
Description: News Highlights The Lux AI supercomputer, powered by AMD and housed at Oak Ridge National Labs, will be the first dedicated U.S. AI factory for science and will be deployed in early 2026.AMD will power the next-generation supercomputer at Oak Ridge National Labs, called Discovery – which will advance U.S. AI and scientific research at massive scale.Together, Lux and Discovery, directly support the U.S. AI Action Plan by accelerating AI-enabled science, strengthening national competitiveness, and
Description: Tech stocks were higher Monday afternoon, with the Technology Select Sector SPDR Fund (XLK) rising 1
Description: Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 5.2% in the afternoon session after Cantor Fitzgerald raised its price target on the stock to $510 from $355, while reaffirming its "Overweight" rating. Analyst Andres Sheppard pointed to several key drivers for the new valuation, including upcoming production milestones for the company's Cybercab, Semi truck, and Optimus robot. The analyst also noted expanding opportunities in Tesla's Energy and Full Self-Driving software businesses.
Description: Shares in the semiconductor maker rose as much as 20% in Monday trading after it launched AI chips to compete with Nvidia.
Description: If you are trying to decide what to do with Advanced Micro Devices stock, you are definitely not alone right now. The past few months have been a wild ride for AMD, giving investors plenty to cheer about. After a steady upward climb, the stock closed at $252.92, with a stunning 109.7% gain year-to-date and an eye-popping 58.6% pop just in the last month. That sort of momentum naturally has everyone wondering: is there more room to run, or is this as good as it gets? Much of this excitement...
Description: Quantum computing has run red-hot this year, as it marches toward utility. In 2025, “someday” even started to sound like “soon” for the quantum computing space. Analysts forecast the global quantum market to surge to more than a whopping $7 billion by 2030, growing at 34.6% annually. Businesses are ...
Description: Bitcoin miners have been pivoting to using their high computing power to service AI as crypto mining profits get squeezed.
Description: AMD and Unity Software have the potential to deliver accelerating growth next year.
Description: The Dutch company is an under-the-radar AI winner.
Description: These stocks are both highfliers, but one has the advantage.
Description: Intel stock popped after the chipmaker reported a Q3 earnings beat this past week. But analysts say its struggling foundry business is still a major risk to share price.
Description: Is AMD about to become the next hot quantum computing stock?
Description: Advanced Micro Devices has seen a notable increase in its Fair Value Estimate, rising from approximately $214 to $239 per share. Analysts are reevaluating the company’s prospects, and this upward revision reflects mounting optimism propelled by recent AI infrastructure wins and an expanding partnership with OpenAI. Stay tuned to discover strategies for following future shifts in the evolving AMD investment narrative. What Wall Street Has Been Saying The past several weeks have brought a flood...
Description: 🔎 Intel (INTC): The chip maker reported sales growth in its core product line of PC processors and shrinking costs. Shares pared gains and ended the day up 0.3%. ↗️ Ford Motor (F): Strong sales propelled the automaker's revenue and operating income well past Wall Street estimates.
Description: The Dow Jones Industrial Average and other major indexes posted healthy gains Friday after a lower-than-expected inflation report. IBM soared 7.9% and helped lift the Dow, as well as chipmaker Advanced Micro Devices. All three major indexes got a boost as the U.S. Consumer Price Index readout came in softer than expected, paving the way for more interest rate cuts.
Description: Broadcom is the IBD Stock Of The Day as it gains more business for the artificial intelligence processor it designed with Alphabet's Google.
Description: Intel stock opened up strongly on Friday after reporting solid results the previous day, but it couldn’t hold on to most of its gains. Intel forecast revenue of $12.8 billion to $13.8 billion for the current quarter, versus the consensus call of $13.4 billion. Intel’s guidance excludes Altera, following the company’s sale of a majority ownership in the third quarter.
Description: US equity indexes rose at the close on Friday, breaking records, as a cooling of consumer price infl
Description: The semiconductor trio, which includes Nvidia Corp.‘s (NASDAQ:NVDA) rival turned partner Intel Corp. (INTC) and its peer Advanced Micro Devices Inc. (AMD), have been riding a wave of momentum, signaling a potential shift in the tech landscape. Two ...
Description: Intel shares waver after the chip maker reports better-than-expected quarterly earnings and revenue, while Ford Motor rises sharply after posting record record quarterly sales.
Description: AMD stock prints an all-time high as investors continue to cheer its AI partnerships and strong fundamentals. Options data suggests AMD shares could rip higher from here.
Description: US equity indexes rose ahead of the close, led by technology and communication services, as consumer
Description: Tech stocks rose late Friday afternoon, with the Technology Select Sector SPDR Fund (XLK) increasing
Description: International Business Machines said Friday that it had used hardware from Advanced Micro Devices to run a quantum-error correction algorithm, representing a step toward building “practical and realistic” hybrid systems. Shares of IBM climbed 7.5% following the announcement, putting the stock on pace for its largest percentage increase since January, according to Dow Jones Market Data. Earlier this year, IBM unveiled a road map to building a fault-tolerant quantum computer, or a machine that can catch and correct errors as they occur.
Description: When it comes to artificial intelligence, a few names dominate the conversation like Nvidia (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing (NYSE:TSM), or even Intel (NASDAQ:INTC) in recent months. These companies rightfully claim the spotlight. These players drive the AI narrative because they deliver tangible results — record revenues, market share gains, and innovations that fuel everything from ... Up 145% in 2025, This AI Infrastructure Stock Is Still Deeply Discounted
Description: Intel stock inches higher on better-than-expected Q3 financial results. Options data suggests INTC shares could push higher from here through the end of 2025.
Description: IBM has reportedly found that it can run a key quantum computing algorithm on an easy-to-get and reasonably priced chip made by Advanced Micro Devices.
Description: The Canadian Computer Charity Golf Classic continues to drive impact for Easter Seals Ontario
Description: Tech stocks rose Friday afternoon, with the Technology Select Sector SPDR Fund (XLK) increasing 1.7%
Description: IBM will reportedly published a paper show it can run a quantum error-correction algorithm on chips from AMD.
Description: US equity indexes broke records as cooling consumer price inflation reinforced market expectations t
Description: The troubled chipmaker posted third-quarter profit of $4.1 billion on improved PC chip sales and smaller losses in its foundry business.
Description: AMD Rallies On Rumors Of Upcoming Laptop And Desktop APUs
Description: Intel (INTC) turned a profit in the third quarter as revenue unexpectedly rose, thanks to artificial
Description: Super Micro Computer cut its sales guidance for its fiscal first quarter ended Sept. 30, saying some customers have postponed deliveries.
Description: Investing.com -- Intel Corp on Thursday reported quarterly results that topped Wall Street expectations, helped by U.S. government funding and new investments from Nvidia and SoftBank, as the chipmaker works to regain its footing in the semiconductor industry.
Description: Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing the latest addition to the AMD based EPYC™ 4005 series CPU Servers, optimized to deliver powerful performance, efficiency, and affordability. Supermicro will feature the new MicroBlade multi-node solution, ideal for companies looking for a scalable and cost-effective solution with centralized management for power, cooling, and networking.
Description: (Reuters) -Intel beat expectations for September-quarter profit as CEO Lip-Bu Tan's drastic cost-cutting measures helped the chipmaker shore up its finances amid a slew of high-profile investments in the company. This marks the Santa Clara, California-based company's first earnings announcement after multibillion-dollar investments from Nvidia and Japan's SoftBank as well as an unprecedented U.S. government stake, with investors anticipating a major cash boost. Intel received the SoftBank money in the third quarter but has not yet received Nvidia's cash, finance chief Dave Zinsner said in an interview with Reuters.
Description: J.P. Morgan says current estimates are not generous enough based on the AI revenue potential.
Description: We recently published Top 10 Trending Stocks Everyone’s Watching in Q4. Advanced Micro Devices, Inc. (NASDAQ:AMD)is one of the trending stocks everyone’s watching. Stacy Rasgon, Bernstein U.S. semiconductor managing director and senior analyst, said in a recent program on CNBC that AMD CEO Lisa Su signed a deal with OpenAI to “be on the rocket […]
Description: Rosenblatt's Kevin Cassidy sees stronger demand and upbeat AI outlook
Description: Bitfarms' 400% rally sparks debate as its pivot from Bitcoin mining to AI data centers gains traction alongside AMD's expanding GPU partnerships.
Description: Investing.com -- Super Micro Computer (NASDAQ:SMCI) stock fell as much as 10% Thursday morning after the company reported preliminary first quarter revenue below its previous guidance, citing design win upgrades that pushed expected revenue to the next quarter.
Description: We recently published 10 Trending Stocks Moving These Days. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the trending stocks moving these days. On October 9, Josh Brown from CNBC commented on AMD’s massive surge following its deal with OpenAI. Brown said he fails to understand the “thought process” of buying stocks based on their […]
Description: Wall Street closed lower on Wednesday, pulled down by tech and industrial stocks.
Description: SAN JOSE, Calif., October 23, 2025--Super Micro Computer, Inc. (Nasdaq: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today is providing a business update for the first quarter of fiscal year 2026 (Q1'26), ended September 30, 2025, and schedules earnings call for November 4th at 5pm EST.
Description: Roundhill Investments, an ETF sponsor focused on innovative financial products, is pleased to announce the launch of four new WeeklyPay™ ETFs, which begin trading on Cboe BZX today.
Description: We recently published 10 Trending Stocks Moving These Days. Intel Corp (NASDAQ:INTC) is one of the trending stocks moving these days. Ben Reitzes, Melius Research’s head of technology research, said in a recent program on CNBC that while he likes Intel’s leadership, he cannot recommend the stock. Here is what the analyst said: “Lip-Bu […]
Description: Medical technology company Integer Holdings (NYSE:ITGR) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 8.4% year on year to $467.7 million. On the other hand, the company’s full-year revenue guidance of $1.85 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $1.79 per share was 6.8% above analysts’ consensus estimates.
Description: Taiwan Semiconductor produces chips for all of the major AI hardware players.
Description: Nvidia stock's direction will be set by earnings reports from Microsoft, Google-parent Alphabet and Amazon.com next week.
Description: SAN FRANCISCO (Reuters) -NextSilicon, an Israeli startup whose computing chips are being evaluated by U.S. national labs, on Wednesday said it is developing a central processor that it hopes will rival Intel and AMD and help it compete with Nvidia's systems. NextSilicon's has raised $300 million in funding and its flagship "Maverick-2" chip is designed to speed up precision scientific computing tasks such as modeling nuclear weapons. On Wednesday, NextSilicon also disclosed for the first time that it is developing a complement to its main chip in the form of a new central processing unit, a market still dominated by Intel and AMD.
Description: Wall Street’s favorite AI swing lately has been Advanced Micro Devices (AMD). The chip giant continues stacking proof points, including a swifter GPU road map, a louder cloud chorus, and a headline-grabbing tie-up with OpenAI. That partnership didn’t come cheap, though, with AMD parting ...
Description: Advanced Micro Devices (AMD) closed the most recent trading day at $230.23, moving 3.28% from the previous trading session.
Description: Nvidia, AMD, and Broadcom are the most talked-about companies in AI. JPMorgan still believes investors don't grasp how much these three enterprises are worth, even after many big mergers, Wall Street upgrades, and values in the trillions of dollars. On a new note, analyst Harlan Sur says that the ...
Description: Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) fell 4.9% in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: BITF's 400% surge stems from a bold pivot to AI data centers and HPC, but weak fundamentals make BITF a risky bet under $5.
Description: A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: Shares of digital infrastructure investor DigitalBridge Group (NYSE:DBRG) fell 6.1% in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Description: Microsoft is bringing its Xbox and Windows brands closer together, and it could benefit both.
Description: Shares of manufacturer of analog chips Analog Devices (NASDAQ:ADI) fell 2.7% in the morning session after a broader sell-off in the semiconductor industry was triggered by a weak revenue forecast from competitor Texas Instruments.
Description: We recently published 10 Stock News You Should Not Miss as Tom Lee Reiterates Bullish Market Outlook Amid AI Catalysts. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stock news you should not miss. Joe Tigay from Equity Armor Investments said in a recent program on Schwab Network that he’s bullish on AMD amid […]
Description: Nvidia stock is set to be driven by earnings reports from Microsoft, Google-parent Alphabet and Amazon.com next week.
Description: HOLLYWOOD, Md., October 22, 2025--Parris Javaid, parent company of Parraid, is proud to announce the acquisition of DesignLinx, an award-winning firm known for advanced FPGA design.
Description: Brevan Electronics, a leading global distributor of electronic components, today announced the acquisition of Micro Informatica, the largest authorized distributor of AMD products in Latin America. Established 39 years ago, Micro has built a reputation as a trusted leader in high-performance computing and semiconductor distribution across both Latin America and the United States.
Description: We came across a bearish thesis on QUALCOMM Incorporated on Irrational Analysis’s Substack. In this article, we will summarize the bulls’ thesis on QCOM. QUALCOMM Incorporated’s share was trading at $169.20 as of September 26th. QCOM’s trailing and forward P/E were 16.33 and 13.99 respectively according to Yahoo Finance. Irrational Analysis highlights Qualcomm’s chronic underperformance in the […]
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks Making Moves on Wall Street. On October 20, Bernstein SocGen Group reiterated its Market Perform rating on the stock with a $200 price target. The rating affirmation follows AMD’s strategic move with OpenAI, where it will supply billions of dollars’ worth of GPUs to the […]
Description: Over the past six months, Broadcom's stock has gained 104%. A significant boost to the stock was the Q3 earnings reveal that Broadcom secured $10 billion in orders of AI racks, based on the company's XPUs (XPUs are custom AI accelerators) from OpenAI. However, OpenAI has made numerous deals, and ...
Description: Oracle and AMD recently announced an expanded collaboration, with Oracle Cloud Infrastructure set to become the first public cloud to deploy an AI supercluster powered by 50,000 next-generation AMD Instinct MI450 GPUs starting in the third quarter of 2026, backed by AMD’s new “Helios” rack-scale platform and advanced EPYC CPUs and Pensando networking. This development marks a significant shift in the AI hardware landscape, as AMD emerges as a crucial supplier for massive-scale AI...
Description: OpenAI launched its ChatGPT Atlas web browser on Tuesday.
Description: Leaks Reveal AMD Preparing High-End Ryzen CPUs For Market
Description: SAN FRANCISCO, October 21, 2025--Zip, the AI platform for procurement, today unveiled a powerful new suite of AI agents at its third annual Zip Forward conference, including its most powerful agent yet: the Price Negotiation Agent, which helps companies identity overpayments and negotiate better deals across all categories of spend, from IT and software to professional services, real estate, and advertising. The two-day event brought together more than 700 procurement and finance leaders, includ
Description: JBL's broad portfolio spanning AI data center, renewables, semiconductor and retail automation is powering steady revenue gains and reinforcing its market resilience.
Description: Bernstein's Stacy Rasgon sees limited upside as both chipmakers head into earnings
Description: The chip maker’s shares were edging down as more details about its business arrangements with the ChatGPT-developer emerged.
Description: We recently published 10 Trending Stocks This Week. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the trending stocks this week. Vivek Arya, senior semiconductor analyst at Bank of America Securities, said in a recent program on CNBC that he is bullish on AMD and other semiconductor companies amid rising demand for compute. Arya also […]
Description: Intel (NASDAQ:INTC) has emerged as a magnet for high-profile partnerships and investments in 2025, signaling a potential revival for the previously beleaguered chipmaker. Key deals include a $5 billion investment from Nvidia (NASDAQ:NVDA), paired with a strategic alliance to co-develop chips for PCs and data centers, promising up to $50 billion in annual revenue long-term ... Betting Big on Intel: Is INTC Stock a Buy Before Oct. 23 Earnings?
Description: MORRISVILLE, N.C., October 21, 2025--Lenovo™ unveiled its new generation of ThinkCentre™ desktop next-gen AI PCs powered by AMD Ryzen™ AI 300 Series processors with up to 50 TOPS of integrated NPU capability: the streamlined ThinkCentre neo 55a Gen 6 all-in-one (AIO), the small form factor ThinkCentre neo 55s Gen 6, and the tiny ThinkCentre neo 55q Gen 6. Designed for small and medium-sized businesses looking to supercharge their productivity with AI, the ThinkCentre neo Gen 6 desktop family off
Description: WEST PALM BEACH, Fla., October 21, 2025--Vultr, the world’s largest privately-held cloud infrastructure company, today announced the launch of its new Vultr VX1™ Cloud Compute plans.
Description: Advanced Micro Devices will release its third-quarter earnings next month, and analysts anticipate a double-digit bottom-line growth.
Description: Amkor is writing a powerful growth story that investors may not want to overlook.
Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best big tech stocks to invest in now. On October 14, Advanced Micro Devices, or simply, AMD, and Oracle Corporation (NYSE:ORCL) announced a significant expansion of their multi-generation partnership to help customers achieve next-generation AI scale. This builds on years of co-innovation, which included the launch […]
Description: $650 billion That's how much OpenAI, under Chief Executive Sam Altman, has signed up to pay Nvidia and Oracle in the years ahead. Its prospective outlay could be closer to $1 trillion if deals with AMD, Broadcom, and other cloud providers like Microsoft are included.
Description: With its continued innovation, strategic partnerships, and consistent earnings outperformance, Shopfify remains at the forefront of the global e-commerce revolution.
Description: Launch targets enterprise and industrial AI workloads with Nvidia's latest Blackwell GPUs
Description: Nvidia Gains Spotlight With BofA's Bold $1 Trillion Chip Market Forecast
Description: Nvidia was edging up on Monday. Cautious optimism about the artificial-intelligence boom and progress in its U.S. manufacturing plans look to be helping the stock. Nvidia shares were up 0.2% after dropping as much as 0.8% in early trading..
Description: ASML's most advanced machines are dominating its order volumes.
Description: Investing.com -- Barclays said it is becoming “more selective with names that have direct AI exposure” ahead of third-quarter earnings, recommending that investors consolidate risk around large-cap leaders Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), and AMD (NASDAQ: AMD).
Description: Price target increased from $250 following new AI hardware announcements
Description: The National Center for Manufacturing Sciences (NCMS) has unveiled a new Technology Brief detailing how artificial intelligence (AI) and machine learning (ML) are enhancing predictive maintenance through optimized data analytics and monitoring. This second installment in a series of four explores recent initiatives by NCMS, showcasing successful integration of AI and ML to forecast asset failures, optimize maintenance interventions, and reduce costs. Featured projects include the development...
Description: OpenAI's spending spree is reshaping the AI chip battlefield -- and investors are rushing to place new bets.
Description: Also: All the news and watercooler chat from Fortune.
Description: These chip rivals each aim to win as AI spending reaches into the trillions of dollars.
Description: Semiconductor stocks have been the biggest beneficiaries of rising investment in artificial intelligence (AI) infrastructure over the last three years.
Description: OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases."They will need hundreds of billions of dollars to live up to their obligations," said Gil Luria, managing director at D.A. Davidson, a financial consulting firm.
Description: "Before we leap towards policies that are hurtful to other people, take a step back and maybe reflect on what are the policies that are helpful to America."
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks in the Spotlight This Week. On October 17, Bank of America reiterated the stock as “Buy” and raised its price target to $300 per share from $250. “We rate AMD Buy. It serves a multi-hundred billion addressable market opportunity in PC, server, high-end gaming, deep-learning […]
Description: A recent deal scores a double win for Nvidia.
Description: Google, Amazon, Microsoft, and OpenAI are forging ahead with their in-house chip design efforts.
Description: These market-beating stocks delivered returns between 640% and 12,452% over the last decade. They're just getting started on their next big growth chapters.
Description: ASML is well-positioned to benefit from AI chip manufacturing growth.
Description: Oracle hosted its Financial Analyst Day and AI World event, unveiling ambitious revenue and profit targets for fiscal 2030 focused on AI-driven cloud infrastructure growth and announcing partnerships with Meta, AMD, and IBM, alongside an expanded suite of AI-powered enterprise products and services. While the company emphasized extensive AI infrastructure deals and showcased growth in its remaining performance obligations well above US$500 billion, the updates also brought to light investor...
Description: Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the AI Stocks Analysts Are Watching Closely. On October 15, HSBC analyst Frank Lee raised his price target on the stock to $310 from $185 and reaffirmed his Buy rating. The firm believes that AMD’s OpenAI deal is poised to bring massive AI revenue upside potential. “OpenAI deal […]
Description: These tech companies are benefiting from growing investment in AI chips and software.
Description: Nvidia is back in the news only days after shocking everyone with a $4 trillion market capitalization. This time, it's the focus of a $40 billion data center megadeal that includes Microsoft and BlackRock. The three companies are working together to buy Aligned Data Centers. If the transaction goes ...
Description: AMD has been quite busy this month. It first revealed its agreement with OpenAI for 6 gigawatts of power for OpenAI's AI infrastructure across multiple generations of AMD Instinct GPUs. This agreement also included AMD issuing OpenAI a warrant for up to 160 million shares of AMD common stock, ...
Description: Companies have been racing to meet the broader AI industry's voracious appetite for computing power as they develop AI technology that meets or exceeds human intelligence. The move "bolsters the U.S. supply chain and onshores the AI technology stack that will turn data into intelligence and secure America's leadership for the AI era," Nvidia said in a blog post. It also aligns with President Donald Trump's efforts to strengthen U.S. technology and manufacturing leadership.
Description: Shares of Advanced Micro Devices lifted recently by partnerships with major players in artificial intelligence, could keep gaining regardless of stiff competition among chip makers. The stock was down 1% to $232.35 on Friday, a level leaving room for a gain of more than 29% to BofA Securities’ target. Intel and Nvidia were each up 0.3%.
Description: Bank of America lifts target to $300 on stronger AI visibility and potential share gains.
Description: Shares of voice AI technology company SoundHound AI (NASDAQ:SOUN) fell 6.9% in the morning session after its Chief Financial Officer, Nitesh Sharan, sold more than $1.28 million worth of company shares. The transaction involved the sale of 60,376 shares at an average price of $21.21. Following the sale, the CFO's direct ownership in the company decreased by 3.31%. Reports noted the sale was conducted under a pre-arranged trading plan, known as a Rule 10b5-1 plan, which was adopted in a previous
Description: Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) fell 7.5% in the morning session after a drop in Bitcoin pulled down crypto-linked stocks. The move was part of a broader trend where investors turned defensive amid weaker regional sentiment and renewed global growth concerns. This shift led to profit-taking in technology stocks. The broader market saw investors sell riskier assets, such as AI and tech companies, and move funds into safer options like gold and government bo
Description: Yahoo Finance Senior Reporter Brooke DiPalma recaps some of Wall Street's top analyst calls today: AMD (AMD), Intuitive Machines (LUNR), and Freeport (FCX). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Description: Advanced Micro Devices (AMD) is gaining traction in artificial intelligence with clearer plans to ro
Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. Cramer reiterated his love for NVIDIA and commented: “Now, of course, we don’t want the data center to be down, but we’re seeing some signs of something that represents a change of pace. Look, we love NVIDIA around here, you know that, because […]
Description: The stock market rebounded Monday on Trump's China comments, then showed volatile action amid a flurry of AI news and regional bank fears.
Description: Nvidia stock was rising amid despite market jitters and a deeper rift between U.S. chip makers and China.
Description: Advanced Micro Devices (AMD) shares drew fresh attention this week after Oracle revealed plans to deploy 50,000 of AMD’s upcoming MI450 GPUs for massive AI superclusters. OpenAI also signed a multi-generation deal for AMD’s chips. See our latest analysis for Advanced Micro Devices. The buzz around AMD is not just about the headlines; it is showing up in the numbers too. AMD’s recent tie-ups with Oracle and OpenAI sent excitement through the market, helping drive a remarkable 46% share price...
Description: Taiwan Semiconductor Manufacturing stock is rising in early trading after the company reported strong earnings and raised fourth-quarter guidance, a move that shouldn’t surprise given its critical role supplying chips to leaders like Nvidia, AMD, Broadcom, and Apple. TSMC has delivered a technical clinic over the past year, notably breaking above a cup base pivot near $225 this summer, retesting it successfully in August, and then surging higher. Round number theory came into play at $300, and with shares now trading above a bull flag pivot in the premarket, a measured move toward $350 into 2026 appears in play.
Description: AMD also landed a major order from Oracle Corp. this week, further juicing its shares. Meanwhile, Broadcom unveiled its own agreement with OpenAI on Monday, sending its shares up 10% in a single session, their best performance since April. “OpenAI clearly can’t rely just on Nvidia,” said Eric Clark, portfolio manager of the Rational Dynamic Brands Fund, which has less than $70 million in assets under management, according to data compiled by Bloomberg.
Description: INTC readies its Q3 earnings as new AI partnerships, product launches and global headwinds shape investor sentiment ahead of Oct. 23.
Description: ORCL's expanding AI and cloud contracts, including major deals with Meta and OpenAI, signal a powerful new growth phase ahead.
Description: The U.S. government's escalating investment in defense contracts for drones and artificial intelligence is set to propel the global military drone market towards a projected valuation of $47 billion by 2032. This growth is driven by a recent $33 billion allocation for unmanned systems and AI initiatives, with $16 billion specifically earmarked for AI projects across governmental sectors. The integration of AI with military drones is enhancing autonomous functionalities, which includes...
Description: Palantir's stock has gotten overheated, which has opened the door for other tech businesses to overtake it in size.
Description: The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.