Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The sale was part of the $68.1 million in AMD share sales it reported in July.
As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.
Results land on Tuesday after-hours with data centre revenue expected to double and the sector in retreat Advanced Micro Devices Inc's (NASDAQ:AMD, XETRA:AMD) second-quarter print is the official set-piece since a sharp reversal in sentiment towards semiconductor stocks. The Philadelphia...
AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.
Two distinct chip cycles are strengthening at once
Analysts argue that the AI infrastructure buildout is creating a much larger market for server CPUs than previously expected.
Nvidia (NASDAQ:NVDA) just closed a loop that sounds almost recursive. On July 26, the company said its Vera CPU is now being used inside the electronic design automation workflows that will produce Nvidia’s own next-generation CPUs and GPUs, with early testing on Cadence and Synopsys tools showing up to 1.5x faster verification and simulation performance. […]
Industrial analog demand could grow 30% to 35% year over year.
AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings reports.
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.
AMD's Q2 topline may get a lift from surging Data Center demand as EPYC CPUs, Instinct GPUs and cloud expansion drive expected growth.
Computer processor maker AMD (NASDAQ:AMD) will be announcing earnings results this Tuesday after market close. Here’s what to expect.
Schneider Electric (ENXTPA:SU) is back in focus after reporting half year 2026 earnings, with sales of €21,226m and net income of €2,488m, alongside fresh AI data center and safety research updates. See our latest analysis for Schneider Electric. The half year 2026 earnings release, together with Schneider Electric’s AI data center work with AMD and the potential Shelly Group acquisition, has arrived alongside firm price momentum. The 1-day share price return is 1.76% and the year to date...
Earnings continue to be the market's engine, and a series of results this week from Palantir, SpaceX, and AMD are set to rev up stocks again.
Analyst points to increasing concerns over Federal Reserve credibility, rising long-term Treasury yields, and the potential unwinding of yen carry trades as major risks for Bitcoin.
AMD earnings are coming. Its AI chip push could be the key to the stock