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All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.
AMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars
AMD's Helios rack-scale system is directly challenging Nvidia.
Jim Cramer says the chip sector selloff gripping NVIDIA, AMD, and Intel has nothing to do with their fundamentals, and the type of seller driving it makes a quick recovery far harder than most investors expect.
Shares of major chipmakers fell sharply on Monday after reports that a state-backed Chinese firm has begun mass-producing domestic deep ultraviolet (DUV) lithography machines. ASML Holding NV (NASDAQ:ASML, XETRA:ASME) dropped more than 7% as China's progress in domestic DUV production...
ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.
FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.
Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.
Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.
At AMD’s Advancing AI 2026 event in July, Advanced Micro Devices unveiled its Helios rack‑scale AI infrastructure, 6th Gen EPYC “Venice” CPUs, and new Instinct MI400 GPUs, while partners like VAST Data, MulticoreWare, Infobell, and Tensormesh announced expanded collaborations spanning cloud AI factories, robotics, and KV‑cache optimization. Together, these launches and partnerships suggest AMD is pushing to offer a full AI stack, silicon, systems, networking, and software ecosystems, for...
The S&P 500 and the Nasdaq Composite reversed gains, wavering near the flatline after opening higher. The PHLX Semiconductor Index was down 4.3% after opening higher. Nvidia, AMD, Micron, and ASML are some of the chip maker stocks dragging the semi index and the broader market lower, thanks to the group's heavy impact on the major indexes.
Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.
The shares were up 0.5% to $207.86 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
The shares were up 1.1% to $209.16 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.
AMD CEO Lisa Su has made bold moves to position AMD as an AI winner.
Wall Street usually takes a few days to digest a product event. However, UBS took less than one. Advanced Micro Devices (AMD) concluded its Advancing AI 2026 keynote in San Francisco on July 23. By the following morning, UBS analyst Timothy Arcuri had already raised his price target on the ...
As AMD expands its AI ecosystem through a strategic partnership with Anthropic, investors have another reason to keep the stock on their radar.
Super Micro Computer (NasdaqGS:SMCI) announced its new H15 server portfolio, powered by 6th Gen AMD EPYC 9006 CPUs. The launch includes systems supporting up to 256 CPU cores, new rack scale AI infrastructure, and the Helios Platform with up to 72 GPUs for large scale AI training. Super Micro Computer is leaning further into AI, cloud, and high performance computing with its latest H15 server portfolio built around next generation AMD CPUs and GPUs. For investors watching AI infrastructure,...
Nvidia dominated AI chips, AMD rewarded shareholders, and Intel's surprising rally came from an entirely different story.
The iShares Semiconductor ETF offers exposure to multiple companies positioned to benefit from increased spending on advanced memory.
For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven't. One of them is starting to look different, and Bank of America just made that case in writing. Bank of America analyst Vivek Arya, who covers semiconductors ...
Eric Trump-backed Foundation Future Industries will use Advanced Micro Devices Inc. chips to develop autonomous humanoid robots for factories and military operations, with industrial customers paying about $100,000 annually to lease each machine. AMD Chips Power Next Phantom Robot According...
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