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AMD (AMD) Secures 2.5 Gigawatts With Core Scientific For AI Data Centers
Simply Wall St.13d agoneutral
AMD (AMD) Secures 2.5 Gigawatts With Core Scientific For AI Data Centers

Advanced Micro Devices (NasdaqGS:AMD) has entered a major partnership with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity in the U.S. The collaboration is focused on supporting large scale AI deployments and expanding AMD's AI infrastructure footprint. The agreement marks a new phase in AMD's efforts to serve major AI customers beyond chip launches and prior alliances. Advanced Micro Devices is drawing fresh attention after announcing a large AI infrastructure...

Five Market Themes Investors Should Follow This Week
InvestorsHub13d agoneutral
Five Market Themes Investors Should Follow This Week

A fresh week of trading begins with investors once again focused on developments in the Middle East after the United States revived diplomatic efforts with Iran. Alongside geopolitical headlines, markets will be watching a series of important U.

Investing.com13d agoneutral
Five things to watch in markets in the week ahead

Investing.com - A whipsawing Middle East conflict takes center stage once again as the new trading week gets underway. A key U.S. jobs report will be in focus later in the week, along with data tracking activity in the American manufacturing and services sectors. SpaceX will unveil its first quarterly earnings report since its historic initial public offering, while earnings from Advanced Micro Devices could shed some light on the state of the artificial intelligence boom.

Jobs Numbers, SpaceX Earnings: What to Watch This Week
The Wall Street Journal13d agoneutral
Jobs Numbers, SpaceX Earnings: What to Watch This Week

The monthly jobs report comes out Friday. Before that, Elon Musk’s SpaceX will post its first earnings report as a listed company. Also reporting: Walt Disney; tech companies Palantir and Advanced Micro Devices; ride-sharing firms Uber and Lyft; private-equity firms Apollo, Carlyle and TPG; and fast-food chains McDonald's and Wendy’s.

Earnings, PMI and Other Key Things to Watch this Week
Barchart14d agoneutral
Earnings, PMI and Other Key Things to Watch this Week

Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.

TSMC is quietly borrowing a page from Intel's playbook
TheStreet16d agoneutral
TSMC is quietly borrowing a page from Intel's playbook

Companies rarely name a secret internal project after a rival’s product. Doing so hands over the story before it even becomes public: that the smaller competitor built something worth copying. That is essentially what just happened inside Taiwan Semiconductor Manufacturing. TSMC engineers are ...

Corsair Gaming (CRSR) Could Be 20% Overvalued After Its AMD AI Conference Showcase
Simply Wall St.16d agoneutral
Corsair Gaming (CRSR) Could Be 20% Overvalued After Its AMD AI Conference Showcase

Corsair Gaming (CRSR) stepped into the spotlight at the AMD Advancing AI 2026 conference in San Francisco on July 22, 2026, showcasing its role in AI focused gaming and creator hardware. See our latest analysis for Corsair Gaming. Against this backdrop, Corsair Gaming’s share price has gathered pace with a 52.44% 3 month share price return and a 76.25% year to date share price return, while the 3 year total shareholder return has declined 35.66%. This indicates recent momentum after a tougher...

Nvidia’s Valuation Gap With AMD Just Got Bigger
Insider Monkey16d agoneutral
Nvidia’s Valuation Gap With AMD Just Got Bigger

Nvidia (NASDAQ:NVDA) dropped nearly 4% on July 29, its third sharp pullback in a week, and now trades well off its 52 week high. That sounds bad, but the sell off has pushed Nvidia’s valuation to its lowest since 2019, even as the company posted a record quarter. The gap between a cheaper stock and […]