Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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 ...
Arm Holdings' AI opportunity extends beyond hype as its architecture, royalty model and expanding markets support long-term growth potential.
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here. The portfolio delivered 8.5% in Q2 2026, trailing the S&P 500 TR’s (CAD) 17.3%, MSCI AC TR’s (CAD) 16.4%, and the S&P TSX TR’s 6.9% returns. The YTD’s 1.8% return also trailed the indices. The […]
Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing to do with CapEx budgets and could quietly hollow out the foundation supporting Nvidia and AMD.
Micron Technology and Taiwan Semiconductor Manufacturing are highlighted as AI infrastructure plays with strong growth driven by rising AI demand.
OpenAI and Meta just signed major deals with both NVIDIA and AMD in the same quarter, which forces a hard question about whether the fierce rivalry investors keep betting on actually exists.
Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.
AMD’s planned 2 GW deployment with Anthropic could support additional demand at Riot’s Texas data centers, according to Needham, which maintained its Buy rating and $28.50 target.
The chipmaker secured deals with Anthropic and Microsoft this week for its Helios rack-scale system and Instinct MI455X GPUs
Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.
The average brokerage recommendation (ABR) for Advanced Micro (AMD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Advanced Micro Devices has delivered a very strong run over the past five years, yet the latest valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value pointing to a premium while market based multiples still appear more supportive. Advanced Micro Devices has returned about 4.6x over the past 5 years, which puts extra focus on whether recent gains already reflect much of the AI growth story. Big AI infrastructure deals, such as the planned multi year...
AMD (AMD) CEO Dr. Lisa Su takes the stage at the Advancing AI 2026 conference to outline the company's vision for the future of AI, introducing new chips and platforms to drive data center growth. Watch the keynote speech in the video above.
After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.
Rising server demand is giving chip suppliers more leverage with major Chinese customers.
Server chip shortages push customers toward longer-term supply agreements
Some CPU products have risen more than 40% in price in China since the start of the year, tightening supply for cloud providers and internet companies
Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.
News of the day for July 23, 2026
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to 10% depending on the customer and product, and mature-node chips built […]
SAN FRANCISCO, July 23 (Reuters) - Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT.
Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT. AMD is expected to show off the company's data center hardware that includes its first-generation server racks called Helios, which it is marketing as a rival to a similar design from Nvidia, which is rolling out its second-generation product this year.
AMD has also committed to a strategic equity investment of up to $5bn in Anthropic as part of the agreement.
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Nvidia has emerged as a dominant player in sovereign AI, which accounts for roughly 14% of the company’s revenue, according to a Stanford HAI study.
Even if the chipmaker reports stellar results, the odds of a stock split in 2026 are low.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
