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AMD, NVDA, Other Chip Stocks Extend Rout Amid AI Debt Concerns — Saxo Says Financing Squeeze Could Hit Supply Chain 🔗

Saxo Bank’s Charu Chanana said there is insufficient evidence of a systemic AI credit crisis, even as investors question the sustainability of the f...

As AI stocks plunge, Apple is riding high 🔗

Apple is avoiding the worst of the AI sell off.

Sterling and BitRipple Partner to Deliver Super Intelligence Efficiency and Communication Acceleration 🔗

NORTH SIOUX CITY, S.D. & BERKELEY, Calif., October 15, 2026--Sterling and BitRipple Partner to Deliver Super Intelligence Efficiency and Communica...

Nvidia CEO Jensen Huang will speak about CoreWeave's business when he wants to: Analyst 🔗

When he thinks the time is right, Nvidia CEO Jensen Huang is likely to speak about what's happening at key partner and fallen AI stock darling Co...

Prediction: Broadcom Could Be the AI Winner After Nvidia 🔗

Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per wor...

What's going on with CoreWeave? 🔗

Yahoo Finance Executive Editor Brian Sozzi takes a look at the biggest stories as the trading day kicks off, weighing in on CoreWeave's (CRWV) st...

Tech slumps as AI financing worries grow, investors flock to bonds: AlphaCheck 🔗

Stocks were mixed on Thursday as chip names sold off.

Tech sell-off rolls on as hot inflation data stokes rate worries 🔗

Asian stocks plunged and the sell-off in tech stocks continued on Wall Street on Thursday as investors worried that forecast-topping US inflation data...

Nvidia stock falls amid concerns over AI financing 🔗

Nvidia and other big chip names fell as sentiment over the AI trade soured.

Nvidia stock sinks amid concerns over AI financing 🔗

Nvidia and other big chip names fell as sentiment over the AI trade soured.

The Case For NVIDIA Stock Rests On One Thing 🔗

NVIDIA (NVDA) has translated demand for its AI platform into rapid sales growth. NVIDIA can only sell the hardware its partners build, leaving the ope...

Is There A Risk Hiding In AMD Stock's Big Run? 🔗

For investors holding Advanced Micro Devices (AMD), the pressing concern is how much of each sale actually translates into profit. AMD's operatin...

AI Trade Takes Another Hit Thursday as Tech Sell-Off Continues 🔗

Memory chip and data storage stocks fell Thursday, extending the sector’s recent losses.

Taiwan Semiconductor Falls 3% Despite Record Quarterly Profit; Intel Drops 4%, AMD Slides 3% 🔗

Taiwan Semiconductor Manufacturing (NYSE:TSM) stock trades at $418.90, down 3% even after the chipmaker posted a sixth consecutive quarter of record p...

Stock Market Today: Dow Rises, Nasdaq Tumbles As AI Worries Hit Major Players (Live Coverage) 🔗

The Dow Jones index rises Thursday ahead of more inflation data. Nvidia, Micron and AMD sell off on AI fears.

Jensen Huang Is Giving $250 Million to AI Safety and Says He’d Cut Off Reckless Customers 🔗

Jensen Huang just pledged a quarter-billion dollars to AI safety research and said he would cut off a customer building dangerous AI, but his own stat...

Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026? 🔗

AMD's 34% revenue surge outpaces Arm's 23% growth, yet Arm trades at a premium valuation, a rare disconnect that reshapes the investment cas...

Premarket movers: CoreWeave tumbles; Penske Automotive surges 🔗

Investing.com - Global semiconductor stocks fell sharply on Thursday, extending the previous session’s selloff after fresh U.S. inflation data fuele...

Wall Street is 'tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom': Baird's Mortonson 🔗

The sell-off in AI-related stocks, according to Baird tech strategist Ted Mortonson, is increasingly about who needs financing and what that financing...

Netlist Introduces Next-Generation LIGHTNING™ ULL DDR5 RDIMMs for Agentic AI 🔗

Netlist, Inc. (OTCQB: NLST), a leading innovator in advanced memory and storage solutions, today announced the expansion of its LIGHTNING Ultra-Low La...

Dow Jones Futures Rise, But AI Sell-Off Continues On Anthropic News; Taiwan Semiconductor Earnings Strong 🔗

Dow Jones futures rose but the AI sell-off continues following Anthropic revenue figures. Taiwan Semiconductor earnings beat.

AMD: TSMC Just Fired A $175 Billion Warning Shot 🔗

Advanced Micro Devices, Inc.'s pullback may be a buy: agentic AI boosts EPYC/Instinct demand, TSMC N2 ramp improves supply and margins. Click for...

Micron Gets Musk Boost: Buy the Stock on a Dip With ETFs? 🔗

Micron's strong results, tight memory supply, and Musk's praise boost its outlook. Explore four ETFs with significant MU exposure amid risin...

TSMC stock sinks despite record profit amid 'extremely robust demand' for AI chips 🔗

TSMC stock sank even after the company reported quarterly results that beat Wall Street estimates.

TSMC posts record profit amid 'extremely robust demand' for AI chips 🔗

TSMC reported quarterly revenue as investors look for clues about the health of the AI trade.

Penguin Solutions shares are trading higher after the company reported better-than-expected Q2 financial results and raised its FY26 guidance. Also, Needham maintained its Buy rating on the stock and raised its price target from $25 to $27. 🔗

Nvidia, Apple, Broadcom in 'fierce' battle to get chip manufacturing space at TSMC 🔗

Soaring AI demand is constraining capacity at Taiwan Semiconductor, threatening to slow the AI buildout. Tech giants Nvidia, Apple, AMD and Broadcom a...

Can robust TSMC earnings help settle AI jitters? 🔗

Investing.com - TSMC posted a $23.59 billion net profit for the third quarter of 2026, a 68.7% year-over-year surge that marked its sixth consecutive ...

Anthropic Just Made the AI Stock Rout Even Worse 🔗

The Claude developer’s revenue is growing fast—but perhaps not fast enough for a company targeting a $2 trillion valuation.

Agentic AI Could Push This Trillion-Dollar Chipmaker to New Heights, According to Wall Street Analysts 🔗

This company has the right combination of chips to meet agentic AI's processing needs.

TSMC Stock Falls After Blowout Earnings. Musk Talks Could Offset AI Chip Fears. 🔗

Taiwan Semiconductor Manufacturing reported booming profit but the real intrigue comes in its talks with Elon Musk over his Terafab project.

Taiwan Semiconductor: Excellent Growth, Buy The Sell-Off 🔗

Taiwan Semiconductor Manufacturing Company Limited beat revenue and earnings again as AI demand surges. Click for this updated look at TSM stock.

Global chipmakers sink as inflation data fuels rate-hike fears, AI rout 🔗

Investing.com -- Global semiconductor stocks fell sharply Thursday, extending a rout from a day earlier after fresh U.S. inflation data stoked fears o...

Stock Market Today: Hot Inflation and a Neocloud Shakeout Sink the Nasdaq 🔗

Hotter September inflation revived Fed hike bets and a Gartner warning crushed AI neoclouds. Pharma caught a bid, BlackRock hit a record, BofA got fin...

What Does Advanced Micro Devices (AMD) Helion Mean For Its AI Ambitions? 🔗

Advanced Micro Devices (NasdaqGS:AMD) introduced its open Helion rack-scale AI architecture for agentic AI infrastructure, contributing the specificat...

Global chip sell-off deepens as South Korean market plunges 🔗

Samsung and SK Hynix shares led the South Korean KOSPI lower as a global chip stock sell-off deepened.

Review & Preview: Blistering in the Sun 🔗

A hot September inflation report is making Wall Street fret an October rate hike could be on its way.

Dow Jones Futures: Techs Fall On Anthropic News After Dell, AMD, CoreWeave Dive In AI-Led Sell-Off 🔗

Tech futures fall as Anthropic revenue jumps, but not enough? The stock market tested key levels on AI fears. Taiwan Semiconductor earnings loom.

Dow Jones Futures: Dell, AMD, CoreWeave Lead Market Sell-Off On AI Fears; Taiwan Semiconductor Due 🔗

The stock market tested key levels on Fed and AI fears. Dell, AMD, CoreWeave were big losers. Taiwan Semiconductor earnings loom.

AMD Stock Takes a Bigger Hit as Cracks Emerge in the AI Trade 🔗

AMD shares fell 5.7% as CoreWeave’s bond selloff raised concerns about AI spending and demand for chips.

Can Marvell Stock Drop From Here? 🔗

Over the past twelve months, Marvell Technology (MRVL) stock has returned 216%, easily outpacing a roughly 18% return for the S&P 500. On October ...

Is Micron Still The Business You Bought? 🔗

Investors who own Micron Technology (MU) likely bought into a memory chip maker whose sales and profits rise and fall with the broader chip cycle. The...

Stocks Turn Lower as AI, Tech Shares Slump 🔗

U.S. stocks were lower, with the Nasdaq bearing the brunt of the declines, as a hotter-than-expected September inflation report put a dampener on the ...

Is Intel's Record Sales Growth Still Improving? 🔗

Intel Corporation (INTC) sold 25.4% more in the three months to June than it did in the same quarter a year earlier. The chipmaker has not grown faste...

SOXX Heads For 7th Straight Losing Session As Inflation, AI Spending Fears Deepen — Chip Stocks Face $1 Trillion Wipeout 🔗

UBS described the decline as ‘more of a recalibration of expectations than a fundamental break in the AI investment story’ and said earnings seaso...

What Could Microsoft (MSFT) Gain From Its Maia 300 AI Chip Rollout? 🔗

Microsoft (NasdaqGS:MSFT) introduced its Maia 300 AI chip, the firm's largest in house silicon rollout to date. The Maia 300 is slated for multi ...

TSMC Earnings Will Surge but Terafab and Texas Talks Are in Focus 🔗

Taiwan Semiconductor Manufacturing is forecast to report booming profit but the real intrigue comes in its talks with Elon Musk over his Terafab proje...

Broadcom is The Steady Hand The Market Keeps Discounting 🔗

Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a br...

Taiwan Semiconductor’s Top Line Growth is Starting to Raise Eyebrows 🔗

Taiwan Semiconductor keeps raising its own growth targets while its share price moves in the opposite direction, and third-quarter results will determ...

KBW keeps Core Scientific at outperform, says AMD’s 1.9 GW reservation is overlooked 🔗

KBW says Core Scientific already trades at the value of its existing leases. In its view, investors are fixated on CoreWeave's credit and assigni...

Michael Burry Says Stocks Could Peak Within 9 Months — and He’s Betting Against the Nasdaq and Chip Stocks 🔗

Michael Burry just collapsed his bearish bets into two concentrated positions, set a nine-month window for a possible market peak, and left a critical...

BlackRock’s Larry Fink Says Data Centers ‘Are Not The Problem’ – Moratorium Would Trigger US Recession 🔗

According to Fink, a lot of the U.S. economy's growth is currently dependent on the artificial intelligence build-out and the associated capital ...

Why Is AMD Stock Falling on Wednesday? 🔗

A hotter September inflation report, AI financing concerns and an OpenAI revenue reset are weighing on tech stocks.

Shares of companies in the broader semiconductor sector are trading nigher, rebounding after Thursday's weakness. Additionally, stocks across sectors are rising after NY Fed President Williams indicated he sees room for a further policy adjustment in the near term. 🔗

Advanced Micro Devices Just Unveiled Its Helion Blueprint for Agentic AI. What That Means for AMD Stock. 🔗

AMD introduced its Helion agentic AI rack with two different configurations.

10-year Treasury yield rises following hot inflation data: AlphaCheck 🔗

Stocks were mixed on Wednesday after a hotter-than-expected inflation print.

ASML Says AI Boom Is Boosting Pricing Power as Chipmakers Agree to Pay More 🔗

ASML says chipmakers have accepted higher equipment prices as AI demand strengthens its bargaining power

AMD Is Paying $8.2 Billion to Bring In the ‘Godmother of AI.’ Here’s Why It Makes Sense 🔗

Advanced Micro Devices Inc. (NASDAQ:AMD) announced on September 28 that it will buy World Labs in an all-stock deal worth about $8.2 billion. The San ...

Advanced Micro Devices Stock Surges 183% YTD: Time to Hold or Exit? 🔗

AMD stock surges 182.8% YTD, fueled by AI demand, data center growth, and strategic partnerships. Yet premium valuation and supply constraints raise c...

Nvidia’s Aggressive Buyback Expansion is a Flashing Green Light 🔗

Jensen Huang says AI tokens are now productive and profitable, and NVIDIA keeps converting that claim into cash at a pace that makes its nearest rival...

No One Owns A Stock That Beat The S&P 500 Every Year 🔗

Here's a trick S&P 500 investors dream about — a stock that beats the index every year like clockwork. Too bad it doesn't exist.

Intel’s Make-or-Break Moment Is Here. What Happens to INTC Stock Next? 🔗

Intel just posted its strongest revenue growth in fifteen years, yet the stock carries a beta that turns any road to recovery into a white-knuckle rid...

Dow Jones Futures Rise, Techs Fall With ASML, BofA, Dell, HPE Early Movers; CPI Inflation Due 🔗

Dow futures rose with yields falling. Chip-gear giant ASML beat on earnings with the CPI inflation report due.. Meta and AMD are buys.

Why the Chip Stocks Slump Is Deepening After ASML’s Strong Earnings 🔗

Chip stocks are on track to fall for a seventh consecutive day, their longest losing streak since May 2025.

Nasdaq 100 Drops 1% on Hot CPI, SOXX Falls 7th Day: Stock Market Today 🔗

The Nasdaq 100 fell 1% by midday Wednesday after September CPI topped forecasts, pushing Treasury yields and rate-hike bets higher.

Is AMD Even a Real Threat to Nvidia or Just a Pricing Lever? 🔗

AMD just posted record Data Center revenue and claims its Helios racks deliver cheaper tokens than anything NVIDIA sells. Whether that disrupts the wo...

AMD Challenges Nvidia's AI Inference Lead, SemiAnalysis Finds 🔗

SemiAnalysis says AMD is rapidly narrowing Nvidia’s AI inference advantage through software improvements, without changing its chips.

Dow Jones Futures Rise With Meta, AMD In Buy Areas; ASML Earnings Mixed, CPI Inflation Due 🔗

Dow futures rose with yields falling. Chip-gear giant ASML beat on earnings with the CPI inflation report due.. Meta and AMD are buys.

Global Data Center Air Handling Units Market Forecast, 2026-203; AI’s Heat Problem is a Cooling Opportunity for Air-Handling Makers 🔗

Spending on data centre air handling units is set to rise from $4bn to $6.7bn by 2032 as AI racks run hotter. But liquid cooling threatens to take par...

SHOC: Nvidia's Comeback Meets A Memory Boom 🔗

SHOC ETF still a high-conviction buy as Nvidia results and hyperscaler capex lift AI semis.

Dow Jones Futures: Techs Rise After Meta, AMD Lead Buys; ASML, CPI Inflation Due 🔗

The stock market edged lower Tuesday but Meta and AMD led five buys. AI chip giant ASML and the CPI inflation report loom.

Dow Jones Futures: Stock Market Holds Up As Meta, AMD Lead Buys; ASML, CPI Inflation Due 🔗

The stock market edged lower Tuesday but Meta and AMD led five buys. AI chip giant ASML and the CPI inflation report loom.

Stock Market Today, Oct. 13: Fermi Surges 14% on AMD Credit Support for Project Matador 🔗

AMD's backing of Fermi's 222 MW lease signals financing momentum for AI campus infrastructure, though full funding hurdles remain ahead, Oct...

Cipher Digital’s $850M Convertible Note, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop 🔗

We cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, and we also touch on Goldman Sach’s bullish price...

What Is Next For Micron Stock? 🔗

Shares of Micron Technology (MU) have returned 415% over the past twelve months, easily outpacing the 17.3% return for the S&P 500. Yet the stock ...

Marvell Stock Is on a Bad Run, but Microsoft’s New AI Chips Can Revive It 🔗

The chips and networking company has got caught up in a broader AI chip selloff, but Microsoft’s Maia 300 program can change that.

Fermi Stock Soars 20% on AMD Deal. Why Analysts See Hurdles Ahead. 🔗

Advanced Micro Devices will help advance Fermi’s data center plans.

How to Play Microsoft Stock Ahead of an Upcoming Maia 300 Launch 🔗

The software major claims 40% more token output.

MSI Showcases Open Data Center and AI Infrastructure at 2026 OCP Global Summit 🔗

MSI showcases its open data center and AI infrastructure at the 2026 OCP Global Summit (Booth #A49), led by new 21-inch ORv3 systems and DC-MHS modula...

How This Rare Options Strategy Might Work On AMD Stock 🔗

Let's look at AMD stock using one of the less common strategies, a put ratio backspread. But it's not for the novice trader.

Fermi Gets A Boost From AMD, But Ambitions Remain Risky 🔗

Fermi remains a Hold as its ambitious AI infrastructure and nuclear buildout face high execution risk and uncertain viability. Read more on FRMI stock...

Cerebras Systems Cratered by 20% This Year: It’s Going to Double in Price According to This Respected Wall Street Analyst 🔗

Cerebras lost more than half its value from its first-day close, insiders cashed out hundreds of millions, and then OpenAI handed a marquee speed work...

Ray Dalio’s Actions – Not His Words – Keep Me Buying Nvidia 🔗

Ray Dalio warned the world that AI looks like a classic bubble, then quietly kept Nvidia as Bridgewater's single largest stock holding. When a le...

How Much Of Qualcomm Stock Rides On One Business? 🔗

Phone chip revenue is the central metric to watch at Qualcomm (QCOM). Handset chips generated $5.1 billion in fiscal Q3 2026, accounting for more than...

Fermi Soars 16% as AMD Backs Its 222 MW Texas AI Lease: “An Important Step” 🔗

Key TakeawaysFermi shares jumped 16% today after AMD signed a credit support agreement for the lease on the 222 MW first phase of Fermi’s Project Ma...

FRMI Stock Rallies After ‘Long-Awaited’ AMD Deal, But Evercore Says Project Matador Funding Remains A Hurdle 🔗

Fermi shares recovered from a record low in the previous session.

Auto Metal Direct Becomes Official Restoration Parts Partner of NFI Empire's Project REBORN, Supporting The Brett Boyer Foundation 🔗

Restoring American Heritage: Auto Metal Direct Helps Bring Project REBORN Back to LifeNORTH EAST, PA / ACCESS Newswire / October 13, 2026 / NFI Empire...

AMD backs Fermi’s first Project Matador lease with credit support, sending shares up 11% 🔗

The chipmaker's support covers the 222 MW TensorWave lease that Fermi needs to close and finance by October 31. A separate framework sketches up ...

Bank stocks rise on JPMorgan, Goldman earnings as chip stocks fall: AlphaCheck 🔗

Stocks were mixed on Tuesday as big banks kicked off earnings season.

Can Intel's New GPU and Xeon Technologies Enhance its AI Capabilities? 🔗

INTC is advancing its AI infrastructure with Xeon systems exceeding 46,000 cores per rack, powerful Crescent Island GPUs and open software to scale ag...

Fermi Shares Jump 13.2% After AMD Credit Support Agreement Advances Texas AI Infrastructure Project 🔗

Fermi Inc. (NASDAQ:FRMI) shares surged 13.

Fermi shares surge on AMD credit support deal for Texas AI site 🔗

Investing.com -- Fermi Inc (NASDAQ:FRMI) shares jumped 13.2% in premarket trading Tuesday after the company announced a credit support agreement with ...

Intel vs. Sanmina: Which AI Infrastructure Stock is a Better Buy Now? 🔗

INTC and SANM are expanding their AI infrastructure presence, but differences in stock performance, growth prospects and valuation make one a better p...

Credo Breaks the Memory Wall Using AMD Programmable Logic-Based AI Accelerators 🔗

SAN JOSE, Calif., October 13, 2026--Credo demonstrates OmniConnect Weaver running on AMD Versal™ adaptive SoC architecture to break the memory wall.

Chip Stocks Slide as South Korea's KOSPI Plunges, J&J Sinks 6%: Stock Market Today 🔗

Chip stocks sold off after a 5% KOSPI plunge, with Micron and Applied Materials sinking, while J&J fell despite a guidance raise.

Fermi Secures AMD Backing For Texas AI Project 🔗

Fermi (FRMI) stock surged 18% after partnering with AMD for credit support on its 222 MW Project Matador AI power campus in Texas.

NVIDIA Begins Vera Rubin Production: Can It Extend NVDA's AI Lead? 🔗

NVDA's Vera Rubin production ramp-up promises major AI performance gains and revenue growth, but supply constraints and rising memory costs pose ...

Marvell Stock Is on a Bad Run but Microsoft’s New AI Chips Can Revive It 🔗

The chips and networking company has got caught up in a broader AI chip selloff, but Microsoft’s Maia 300 program can change that.

Fermi Signs Credit Support Agreement with AMD and Announces Partnership 🔗

DALLAS, TX / ACCESS Newswire / October 13, 2026 / (Nasdaq:FRMI)(LSE:FRMI), operating as Fermi America™ ("Fermi" or the "Company"...

nVent and AMD Collaborate on Cooling for AMD Helios Rackscale Solution 🔗

nVent will add liquid and air cooling solution to AMD rack-scale AI platform to create a fully integrated system for large AI workloads The companies ...

Advanced Micro Devices vs. SK Hynix: Which Semiconductor Stock Is a Better Buy in 2026? 🔗

SK Hynix trades at a fraction of AMD's valuation, but one company faces cyclical headwinds while the other wrestles with intense competition and ...

Applied Materials vs. Advanced Micro Devices: Which Semiconductor Stock Is a Better Buy in 2026? 🔗

One makes the chips, the other designs them. But their valuations and risk profiles diverge sharply.

Calm Down, The AI Bubble Won't Burst Just Yet 🔗

AI trade rotation hits semis as cash shifts to reflation. CEOs flag capital limits; HBM stays tight. Click for this look at the current sector trends.

Stock Market Today: Micron, Sandisk Fall on China Memory News 🔗

Micron, Sandisk and SK Hynix fell after China’s CXMT reported progress on denser memory chips. Meta rallied on Muse Wonder as bank earnings kick off...

Nvidia: The Buyback Is The Opportunity 🔗

Micron: My DCF And Valuation Multiple Analysis Confirm It Is Still Cheap 🔗

Micron Technology, Inc. stock looks undervalued on AI memory demand, customer deals, and cost discipline; DCF suggests 52% upside to $1,500. Click for...

Credo Technology Group To Unveil Its OmniConnect Weaver Memory Fanout Gearbox On AMD Versal AI Edge Series Gen 2 Adaptive SoC Evaluation Board 🔗

Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficien...

AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward' 🔗

AMD is scaling its AI hardware business as inference and AI agents boost computing needs.

Global chip selloff deepens as AI worries, China competition weigh 🔗

Investing.com -- Shares of U.S. and European chipmakers fell Tuesday as a selloff in AI-exposed stocks deepened, pulling the broader technology sector...

AMD unveils Helion open rack blueprint for agentic AI 🔗

The OCP-based rack design supports CPU-only and combined GPU configurations and is planned for availability in November 2026.

President Donald Trump's Investment Team Dumped AMD in August and Bought Up to $25 Million in One of the Cheapest "Magnificent Seven" Stocks 🔗

The president disclosed 517 trades in August, with game-changing artificial intelligence (AI) stocks at the top of the list.

nVent And AMD Collaborate To Bring Rack-Level Cooling To AMD Helios Rackscale Solution 🔗

nVent will add liquid and air cooling solution to AMD rack-scale AI platform to create a fully integrated system for large AI workloadsThe companies w...

Fermi Inks Credit Support Agreement With AMD To Support Lease For Phase 1 Of Its Project Matador Energy And AI Buiildout In Texas 🔗

Fermi Inc. (Nasdaq:FRMI)(LSE:FRMI), operating as Fermi America™ ("Fermi" or the "Company"), today announced that it ...

Nvidia Loses Ground in China as Huawei's AI Chip Shipments Nearly Double, Capturing 28% Market Share: Report 🔗

Nvidia's China AI chip shipments fell 44% as Huawei captured 28% market share, narrowing the gap with the U.S. chipmaker.

S&P Hits All-Time Highs, AI Trade Does All The Work 🔗

From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into ...

Abishai Financial Asia Reports S&P 500 Tech-Led Advance 🔗

AI chipmakers Nvidia, AMD and Marvell carry the S&P 500 and Nasdaq to record closes as Treasury yields ease and third-quarter earnings growth fore...

SNDK, MU, INTC, AMD, SKHY: Chip Stocks Extend Slide As AI Funding Concerns, China Competition Weigh On Sector 🔗

Financing concerns and China’s push into advanced memory technology deepen pressure on semiconductor stocks.

Microsoft's AI chief on whether Maia 300 cuts its Nvidia dependence: 'Competition is good' 🔗

Deirdre Bosa sat down with Microsoft's (MSFT) Executive Vice President of the Cloud and AI group, Scott Guthrie, to discuss its new Maia 300 AI c...

What Changed In Qualcomm's Story? 🔗

Qualcomm (QCOM) stock is currently priced at 20.0 times earnings, trading below the 21.9 multiple of the S&P 500. Investors paying that price need...

Why Advanced Micro Devices (AMD) Dipped More Than Broader Market Today 🔗

Advanced Micro Devices (AMD) closed the most recent trading day at $594.24, moving 2.28% from the previous trading session.

It’s a High-Stakes Earnings Season, Especially for AI Stocks 🔗

AMD, Marvell, Corning, and Bloom Energy were among the priciest stocks hit by valuation declines, according to Trivariate Research.

AMD: CPU Boom Lifts Target To $1,200 🔗

Advanced Micro Devices is experiencing explosive growth in both AI GPU and premium server CPU markets, now leading in high-end server CPUs.

Nvidia and AMD Reached a Historic Valuation Split. 1 Stock Is Far Safer. 🔗

Nvidia and AMD traded closely for a long time, but that's no longer the case.

Microsoft just reclaimed its $4T market cap, thanks to its Maia 300 AI chip 🔗

Microsoft (MSFT) returned to its $4 trillion market cap after unveiling its new Maia 300 AI chip. Yahoo Finance Technology Editor Dan Howley outlines ...

What Does NVIDIA Offer That Marvell Does Not? 🔗

Investors buy Marvell Technology (MRVL) and NVIDIA (NVDA) to capture spending on artificial intelligence data centers, but the two companies generate ...

Intel Is Up 174% in 2026 and AMD Is Up 175%: Take Profits, or Hold On for the Ride? 🔗

Intel and AMD have each tripled their value in a matter of months, leaving shareholders staring down a decision that cuts both ways. The case for stay...

Not Sandisk, Not Intel. This Stock Will Lead the S&P 500 Next Year 🔗

Nvidia has the potential to lead the S&P 500 in performance next year.

Which AI stocks' valuations are outrunning reality? 🔗

Market Hang's panel discusses which AI stocks' valuations are reasonable and which are being hyped on speculative grounds. Today's Mark...

2 Reasons to Like AMD (and 1 Not So Much) 🔗

What a fantastic six months it’s been for AMD. Shares of the company have skyrocketed 146%, hitting $608.15. This was partly thanks to its solid qua...

Broadcom Is Building an AI Business Unlike Nvidia’s. Here’s My Price Prediction 🔗

Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretc...

Once Wall Street’s Darling, Cerebras Stock Is Struggling 🔗

The chip maker’s financial outlook is closely tied to OpenAI’s.

AMD Vs. Nvidia: If You Can Only Own One to Finish 2026, It’s This One 🔗

Both AMD and NVIDIA just posted record Data Center quarters, and their next platforms are shipping months apart. That timing gap could decide which st...

What Was Micron Telling You Before Its Stock Ran? 🔗

Micron Technology (MU) stock returned 424.1% in the twelve months to October 9, 2026. That performance ultimately rested on a shortage of memory chips...

Microsoft’s New Maia AI Chips Take Aim at Nvidia and AMD’s Dominance 🔗

Microsoft will deploy the Maia 300 AI system in its Azure cloud-computing facilities starting in 2027.

AMD’s $8.2 Billion World Labs Deal Could Strengthen Its AI Growth Story 🔗

The tech giant could challenge Nvidia's AI dominance with the latest acquisition.

Nvidia, AMD, Google, and Meta team up on global blueprint for data center design 🔗

Nvidia is teaming up with AMD, Google, Meta to establish standards related to data center construction.

AMD’s Recent Plus $600 Prices Look Like a Stepping Stone, Not a Barrier 🔗

AMD has surged 184% this year and now trades above $600, but the real question is whether its Helios chip ramp can grow into that valuation before the...

Microsoft reclaims $4 trillion market cap 🔗

Microsoft's market cap climbed above the $4 trillion mark again.

Advanced Micro Devices (AMD) Found a Way to Challenge Intel’s Dominance 🔗

St. James Investment Company recently released its “Value Investors” third-quarter 2026 investor letter. A copy of the letter can be downloaded he...

Tech slumps as oil prices rise, focus turns to earnings season kickoff: AlphaCheck 🔗

Stocks were little changed on Monday ahead of a big earnings week.

Microsoft unveils the Maia 300, its latest AI chip 🔗

Microsoft (MSFT) unveiled its new Maia 300 AI chip, which will have key components built by Taiwan Semiconductor Manufacturing Company (TSM). The 8:30...

AMD launches Helion rack server for agentic AI 🔗

AMD is diving further into the agentic AI race with its new AMD Helion data center rack server.

Micron May Become a Safe Haven Investment Prospect in 2027 and Beyond 🔗

MU's AI-driven memory demand, tight DRAM supply, long-term customer agreements and attractive valuation could fuel growth through 2027 and beyond...

Take the Zacks Approach to Beat the Markets: HF Sinclair, Accenture & FirstCash in Focus 🔗

HF Sinclair, Accenture and FirstCash post impressive gains as Zacks research portfolios highlight standout performers amid market uncertainty and shif...

Why Is Oracle Stock Falling on Monday? 🔗

Why is Oracle (ORCL) stock falling on Monday? Profit-taking and pressure on AI stocks follow a report that OpenAI’s annualized revenue is near $50 b...

Introducing AMD Helion, Agentic AI Compute at Rack Scale 🔗

News Highlights: AMD Helion lets customers tailor CPU core density, performance and power to agentic workloads, with CPU-only configurations for hyper...

Microsoft Unveils New Maia AI Chips. What to Know. 🔗

Microsoft will deploy the Maia 300 AI system in its Azure cloud-computing facilities starting in 2027.

Microsoft reveals Maia 300 AI chip as it works to reduce dependence on Nvidia, AMD 🔗

Microsoft has launched its new Maia 300 AI chip.

Micron, SK Hynix stocks fall as Chinese memory maker announces progress in new design 🔗

Micron led memory chip stocks lower on Monday.

TSMC Q3 Preview: The Road To $3 Trillion Is Hiding In Plain Sight 🔗

TSMC Q3 revenue beat shows resilient AI chip demand. Click for this updated look at TSM stock as we await their fiscal Q4 release.

Michael Burry's Big Short Gets Broader: Nvidia-Heavy Chip ETF, Nasdaq Now in Focus 🔗

Michael Burry shifts bearish bets to Nasdaq-100 and SMH puts. Here's how Nvidia's 19.6% ETF weighting puts 4 ETFs in focus.

Zacks Investment Ideas feature highlights: Qualcomm, Alphabet, Tesla, AMD, Amazon, Taiwan Semiconductor, NVIDIA, Intel, Apple, Broadcom and SpaceX 🔗

Record profits at Samsung, Taiwan Semiconductor's 50% revenue growth and SpaceX's $40 billion chip funding plan offer clues to AI spending&#...

Adding Nvidia During The Current Uncertainty is How Fortunes Are Made 🔗

Every time the market panics about AI and hammers Nvidia shares, one investor reaches for the buy button instead of the exit. Here is the specific cas...

AMD Makes Big Agentic AI Push With Helion 🔗

AMD unveils Helion, an open rack-scale AI platform with EPYC CPUs and Instinct GPUs to power enterprise and hyperscale agentic AI.

AMD Unveils Its Helion Agentic AI Rack To Provide Partners And Customers With Flexibility For Agentic AI Infrastructure 🔗

AMD Helion’s OCP spec-based rack blueprint supports open software and can come in flexible configurations, including liquid- and air-cooled versions...

INTC, AMD, NVDA, MU: Chip Stocks Open Mixed Premarket After Worst Week In A Month 🔗

AI spending concerns and intensifying memory-chip competition pressure semiconductor stocks.

Starlink Goes Mobile, and Wall Street Rewrites the Telecom Map Overnight 🔗

SpaceX’s spectrum deal wiped double digits off T-Mobile, AT&T and Verizon while tower stocks soared. Stocks still closed a volatile week higher,...

Wells Fargo, Arista Networks, Hewlett Packard Enterprise And A Health Care Stock On CNBC’s ‘Final Trades’ 🔗

CNBC’s final trades: Wells Fargo and UnitedHealth ahead of earnings; HPE and Arista also favored, with Arista’s target raised to $248.

AMD Stock And Two AI Infrastructure Names Facing A Big Margin Test 🔗

AI spending, expensive energy and stubborn inflation are pulling markets in different directions, yet capital is still flooding toward companies that ...

Asian shares are mixed and Brent crude at $104 a barrel after Trump says US will buy Russian diesel 🔗

BANGKOK (AP) — Asian shares were mixed and the price of Brent crude steadied near $104 a barrel Monday as U. President Donald Trump’s plan to purc...

Advanced Micro Devices (AMD) Stock Falls After AI Revenue Reset Shakes Demand Outlook 🔗

Advanced Micro Devices (NasdaqGS:AMD) came under pressure after OpenAI sharply cut its revenue outlook, triggering a broad AI sell-off. AI hardware su...

History Says This Will Happen to AMD Stock in 2027 🔗

The chipmaker has had a great year, but its stock has risen too far, too fast.

Cathie Wood sells $15.8 million of popular semiconductor stock 🔗

Here are Cathie Wood’s latest moves.

AMD Stock Fell 6% in Three Sessions After Its Record Close. Here’s What OpenAI’s $20 Billion Revenue Gap Means for the Stock 🔗

Key Stats for Advanced Micro Devices StockCurrent Price: $608. 10Target Price (Mid): ~$2,320Street Target: ~$636Potential Total Return: ~281%Annualize...

Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next 🔗

AI-driven demand is lifting earnings estimates and price targets across cybersecurity, semiconductor, and CPU stocks, including PANW, MRVL, AMD, and I...

Not Anthropic. Not AMD. Here's My Top AI Stock for 2027. 🔗

Nvidia will have a monster comeback in 2027.

AMD’s Biggest Problem Is No Longer Demand. Lisa Su Is in Asia to Fix the Real One 🔗

Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su expects chip demand to stay “very high” for the next several years. On October 6, speaking to...

This Week in TSLA: FSD's Europe Rebrand, Elon Musk Receives Medal From Trump and More 🔗

Tesla renames European FSD, Musk receives a national medal, Q3 deliveries beat estimates and more; Here are this week's headlines.