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Second place in AI chips sounds like a consolation prize until you see who is writing the checks to keep it alive. Here is why the challenger seat looks more attractive than the throne right now.
Synopsys is using AI partnerships with Nvidia, AMD, Microsoft, and Intel to automate one of chip design’s biggest bottlenecks, strengthening its position at the center of the AI semiconductor ecosystem.
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next.
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...
Scott Melker breaks down the growing divide on Wall Street over the CLARITY Act, as BlackRock (BLK), Fidelity (FIS), Goldman Sachs (GS), and SoFi (SOFI) publicly back the crypto market structure bill just one week before Congress heads into recess. Melker also discusses Morgan Stanley (MS) offering new ethereum (ETH-USD), Solana (SOL-USD) ETFs aunds, and what the latest developments mean for investors. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawatts. The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and […]
A Chinese IPO just torched the entire memory sector in a single session, and one analyst is doubling down on a price target that implies 168% gains from here. The bull and bear cases for Micron have never been further apart.
Nvidia has already handed investors a 14,797% return over the past decade, yet the forces driving that run show no sign of exhausting themselves. Whether the next leg holds depends on a few fault lines most bulls are not watching closely enough.
AMD's expansion strategy comes with a familiar AI risk.
While the world focuses on its GPU dominance, the company is mounting a surprise attack on an entirely new market. It is now targeting the CPU space, a category it has never addressed before. This move opens a brand new addressable market, altering the company's growth profile.
Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, said on Wednesday it had raised $145 million in venture funding at a $1 billion valuation. Cisco Systems, Lumentum and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, according to Santa Clara, California-based Eliyan. The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia and Advanced Micro Devices.
The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.
The semiconductor sector plummeted on Wednesday as SK Hynix reported a record second quarter operating profit, which fell short of lofty expectations.
Needham and Canaccord raised their price targets on CORZ stock, while reiterating ‘Buy’ ratings following the company's AMD infrastructure partnership.
US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...
AMD stock has gained 128% so far this year, but its rally may just be getting started.
A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.
Alphabet's AI momentum across Search and Cloud, alongside updates on AMD and RTX, highlights growth opportunities and key execution risks investors are watching.
Core Scientific stock has delivered a strong 57.3% return over the past year, yet the current valuation checks and market multiples suggest the shares are not obviously cheap. With a low overall value score and concerns about execution on large AI infrastructure commitments, investors are weighing how much optimism is already in the price. Over the past 12 months, Core Scientific has returned 57.3%, which puts recent weakness into context for anyone looking at the stock after the pullback in...
One trades at a 23x revenue multiple with $6.7B in free cash flow; the other is burning cash and facing litigation.
AMD trades at a steeper valuation despite slower profit margins, while Arista's high customer concentration adds risk to its premium profitability.
A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.
Core Scientific Inc (CORZ) reports strong financial stability and strategic advancements with a major AMD partnership, despite challenges in transitioning from Bitcoin mining.
Chipmaker secures power for Instinct GPUs as CORZ jumps 11%
In the second quarter of 2026, Core Scientific reported revenue of US$164.2 million versus US$78.63 million a year earlier, alongside a net loss of US$1.16 billion and a basic loss per share from continuing operations of US$3.32. On the same day, Core Scientific and Advanced Micro Devices announced a long-term AI infrastructure partnership that could scale up to 2.50 gigawatts of capacity, including more than 500 megawatts of U.S. infrastructure beginning in 2027 and market-priced warrants...
Alphabet's AI-driven growth across Search, Cloud and Gemini is gaining traction, but can it offset rising spending, legal risks and ad market exposure?
The Dow left the Nasdaq in the dust again on Tuesday. The Nasdaq fell 0.2%. The Dow was led by a wave of strong earnings performances including Sherwin-Williams, but a majority of S&P 500 stocks were up all day.