Actualités

I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices ‌surge, two people familiar with the talks said. The move highlights a broader consequence of the ‌AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.

AMD and Anthropic announced a multi year AI chip partnership valued at up to $5b. Anthropic plans to deploy up to 2 gigawatts of AMD GPUs using Helios rack scale solutions. The companies will co engineer to optimize Claude AI workloads on AMD accelerators. AMD will make a substantial investment in Anthropic as part of the agreement. Advanced Micro Devices, NasdaqGS:AMD, is moving deeper into AI infrastructure through this large collaboration with Anthropic. The deal arrives with the stock...

Tesla CEO Elon Musk might get his company into yet another business: computers that don't roll. Musk is fond of pointing out that Tesla vehicles are advanced computers on wheels. Each Tesla has a powerful computer capable of running advanced self-driving software.

Google and Tesla headlined earnings late after stocks largely retreated Wednesday amid rising oil prices and Treasury yields.

AMD rallies after major Anthropic pact strengthens AI challenge to Nvidia

Claude maker plans gigawatt-scale deployment starting in 2027

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

The agreement gives AMD a major AI customer while deepening its financial ties with the Claude developer.

Nvidia Stock Pops as BofA Pits Vera CPU Against AMD in $170 Billion AI Battle

Anthropic plans to deploy up to 2 gigawatts of AMD's MI450 chips starting in the first half of 2027.

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance should be...

AMD looks poised to be a big winner in the next phase of AI.

Advanced Micro Devices (AMD) committed to invest up to $5 billion in Anthropic, while the companies

AMD is investing up to $5 billion in Anthropic, contingent on milestones

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.

IDC sees AI infrastructure market approaching $500 billion this year

AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.

The AMD Anthropic deal sends AMD stock up 10%. Anthropic takes 2 gigawatts of Instinct GPUs, AMD invests $5 billion.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

The company's latest deal shows it's no longer content to supply the parts; it's coming for the whole AI data center.

The Dow Jones Industrial Average and the S&P 500 Index were up, while the Nasdaq Composite were down

Artificial intelligence spending continues to redraw the competitive landscape across the technology sector. Companies that can secure long-term infrastructure contracts are increasingly separating themselves from those still chasing opportunities. At the same time, investors have become more selective as lofty valuations leave little room for disappointment. That backdrop was evident when Advanced Micro Devices (NASDAQ:AMD) ... AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Sta

If you hold shares in the chipmaker, the market is pricing a journey that could either double your money or cut it in half over the next year, and you're buckled in for the whole ride.

BofA maintains a Buy rating and $350 price target on NVIDIA (NASDAQ: NVDA), framing the Vera launch as the opening salvo in what it considers the defining infrastructure debate of the current AI cycle. Advanced Micro Devices (NASDAQ: AMD) is the direct competitive counterpart, with its EPYC server line and Thursday's AI 2026 Day serving as the immediate market test of which performance philosophy wins enterprise adoption.

AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge into that grip depends on a few critical bets that could still go sideways.