Actualités

(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, ‌strengthening its technology as it taps into the rapidly growing ‌market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing ​and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from training to real-time, ‌high-volume deployment, and companies ⁠race to cut computing costs.

Sandisk Triggers AI Chip Selloff With Weak Outlook

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

Technology shares linked to the artificial intelligence boom came under renewed pressure on Thursday, as another wave of corporate earnings prompted investors to take profits from some of the market’s biggest winners. The weakness spread across Asia before carrying into U.

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Investing.com - A selloff in Asian technology shares gathered pace on Thursday, following sharp losses in SpaceX and Advanced Micro Devices that renewed skepticism over the sustainability of returns from the AI investment boom.

U. S. stock index futures traded with little direction on Thursday as investors monitored diplomatic developments involving Iran, assessed another round of corporate earnings and looked ahead to key labour market data due later this week.

A look at the day ahead in European and global markets from Satoshi Sugiyama In "Learning to Fly", Tom Petty sang that what goes up must come down.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.

By Satoshi Sugiyama TOKYO, Aug 6 (Reuters) - Asian shares took a breather on Thursday after an AI-driven surge the previous day, while oil prices traded in a tight range as markets assessed prospects

A leveraged AMD fund turned a modest stake into a small fortune over seven months, then a single earnings report wiped out nearly a quarter of those gains in hours. Here is what the 302% run actually cost its holders.

Find insight on AMD, SpaceX, Disney and more in the latest Market Talks covering technology, media and telecom.

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

SpaceX shares dropped 14%. Elon Musk’s space company late Tuesday said its capital expenditures topped $18 billion last quarter, double the previous quarter’s total, mainly tied to its artificial-intelligence build-out. AMD shares also fell 7% after Musk said SpaceX would exclusively use chips from rival Nvidia, shares of which gained 4%.

Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.

Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

The S&P 500 climbed 0.6% on Wednesday, while SpaceX stock slumped more than 10% on its first quarterly report since going public

Aug 5 (Reuters) - Wall Street's main indexes opened higher on Wednesday, as hopes of a Middle East peace breakthrough offset the slide in shares of SpaceX and AMD after the upbeat forecasts issued by

AMD stock plunged after another strong quarter.

Stock Market Today: The Dow Jones index rises Wednesday after surprise jobs data. AMD stock and SpaceX plunge on earnings.

By Johann M Cherian and Shashwat Chauhan Aug 5 (Reuters) - Futures tracking the S&P 500 and the Dow edged up on Wednesday on hopes of a Middle East peace breakthrough, while ones tied to the Nasdaq

AMD stock fell on Wednesday as analysts said the stock had been priced for exceptional results.

AMD stock fell on Wednesday as analysts said the stock had been priced for exceptional results.

$1.4 trillion That's how big the market for data center AI accelerators—microchips designed to process tasks like machine learning—will be by 2030, according to Advanced Micro Devices CEO Lisa Su. During yesterday's earnings call, she said the data-center market is expanding “far more rapidly than we projected just six months ago," boosting her company's growth prospects.

US stock futures edged higher on Wednesday as investors reacted to renewed hopes of easing tensions in the Middle East, while corporate earnings from SpaceX (NASDAQ:SPCX), Advanced Micro Devices (NASDAQ:AMD) and Novo Nordisk (NYSE:NVO) drove significant pre-market trading. Although geopolitical developments supported overall market sentiment, investors also assessed company-specific news, particularly Elon Musk’s latest comments, which weighed on both SpaceX and AMD shares.

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.