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Nvidia will prepay to fund expansion of Amkor's advanced packaging capacity in Arizona

AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solutions with Cerebras’ Wafer-Scale Engine, promising ultra-low latency and high throughput for AI applications. The joint solution, which will be available via Cerebras Cloud in late 2026, optimizes the workflow by independently enhancing throughput with AMD’s technology and accelerating token...

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

AMD stock looks like the much better buy than SpaceX.

Following Advanced Micro Devices Inc.’s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology analysts are issuing aggressive price targets and bullish forecasts for the chipmaker. Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring “AMD is one of our top convictions.” At the same time, Moor Insights & Strategy chief analyst Patrick Moorhead highlighted projections indicating the server CPU market will surge past

AMD offered bullish projections for the AI server market, announced customer partnerships, and said its Helios rack had gone into full production.

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

Speaking at AMD Advanced AI conference, the chip giant's CEO weighed in on the open source debate—and showcased its latest hardware offerings.

Intel (NASDAQ:INTC) executives said the company delivered another quarter above its financial outlook, as demand for client and data center products continued to exceed available supply and management moved to increase capital spending to support future growth. Chief Executive Lip-Bu Tan said secon

Brent crude topped $100 a barrel, stoking inflation fears and driving Treasury yields to their highest levels of the year.

Intel and Advanced Micro Devices are signing longer-term purchase agreements with Chinese server customers as data center processor prices surge, according to a Reuters report citing people familiar with the talks. Server CPUs have spent years as the dependable, easy-to-source layer of an AI data ...

The print, which also included adjusted EPS of $0.42 against a consensus of $0.21, represented Intel's fastest revenue growth in nearly 15 years and triggered an immediate halo effect across the semiconductor space. Advanced Micro Devices (NASDAQ: AMD) and Arm Holdings (NASDAQ: ARM) are direct beneficiaries: both compete and, in AMD's case, increasingly cooperate with Intel in the server CPU market that is driving the current demand surge, and a strong Intel quarter raises the revenue ceiling fo

Advanced Micro Devices (NASDAQ:AMD) executives used a question-and-answer session at the company’s Advancing AI 2026 conference to expand on its AI data center roadmap, customer engagements and expectations for growth in CPUs, GPUs and full rack-scale systems. Chair and CEO Dr. Lisa Su said AMD is

Intel (INTC) stock is surging by over 11% in Thursday's extended hours after smashing second quarter expectations, reporting adjusted earnings of $0.42 per share (vs. estimates of $0.21) and revenue of $16.1 billion (vs. estimates of $14.43 billion). CFRA Research senior vice president and equity analyst Angelo Zino dives into Intel's earnings release and what he can garner about the trajectory of the company's PC business.

AMD (AMD) CEO Lisa Su took the stage at Advancing AI 2026 to unveil the chipmaker's latest AI roadmap, highlighting next-generation CPUs, GPUs, and AI rack-scale systems. During the keynote, Su touted the company's upcoming Helios platform, calling it "simply the best AI rack in the world" as AMD ramps up its challenge to rivals, including Nvidia (NVDA), in the AI infrastructure race.

AMD Wins Big Vote of Confidence With $685 Price Target Raise

At its Advancing AI 2026 event in San Francisco, Advanced Micro Devices (NASDAQ:AMD) laid out an expansive AI roadmap spanning data center racks, server CPUs, enterprise accelerators, developer software, personal AI systems and robotics platforms, while highlighting partnerships with major AI and en

Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microprocessors and other products that aim to put it in direct competition with chip competitor Nvidia (NVDA). AMD is currently scheduled to report second quarter earnings on Tuesday, August 4, well ahead of Nvidia's earnings release expected out on Wednesday, August 26.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

The chipmaker kept telling investors its own AI targets were too low, but the message took a while to land.

A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond NVDA stock.

Advanced Micro Devices and Cerebras Systems have partnered to launch an AI inference architecture that pairs AMD's Helios rackscale solutions with the Cerebras Wafer-Scale Engine.

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It’s out-of-character bravado for the firm.

Eric Trump-backed Foundation Future Industries said on Thursday it is partnering with AMD ‌to use its chips to co-develop autonomous humanoid robots ‌for military and industrial use. The son of U.S. President Donald Trump has ​been an investor in the start-up since early this year and serves as chief strategy advisor, the company said. The Trump family's investments in several companies have drawn scrutiny, particularly its stakes in ‌defense firms that regularly ⁠compete for government contracts, raising concerns about potential conflicts of interest.

AMD launched its Helios rackscale systems to rival Nvidia's Vera Rubin-powered platform.

Here are some of the biggest decliners in the Nasdaq Composite Index, recently down 2.3%: Tesla (TSLA), down 14% T-Mobile (TMUS), down 7.8% Alphabet (GOOG), down 6.5% Strategy (MSTR), down 6.

Investing.com -- Advanced Micro Devices announced Thursday that its second generation of AI servers designed to compete with Nvidia’s products are in full production and will begin shipping at the end of the third quarter.

Astera Labs has posted eight straight quarters of growth while AMD's revenue has stalled, narrowing a once-massive gap.

A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.

You’d expect Nvidia’s (NVDA) next big catalyst to come from familiar places: quicker GPUs, larger clusters, and more cloud spending. Google parent Alphabet’s earnings strengthened that assumption. Google bumped its 2026 CapEx forecast to $195 billion to $205 billion, according to ...