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A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

While investors fixate on the volatile handset market, a different business inside Qualcomm is quietly accelerating and reshaping the company's future.

The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure.

Advanced Micro Devices (NASDAQ:AMD) shares gained 5% on Monday after Microsoft announced a major expansion of its strategic partnership with the chipmaker, positioning AMD’s latest AI hardware as a key component of Azure’s next-generation cloud infrastructure. At the centre of the agreement is Microsoft’s large-scale adoption of the AMD Helios Rackscale Solution, which will support frontier AI model inference across Azure cloud services and enterprise workloads.

Google is developing a new AI accelerator with built-in software coding from its Gemini model, said a report. Google stock rose on the news.

Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.

The hottest AI ETF of 2026 isn't focused on Nvidia. It targets the overlooked memory chips powering the entire AI revolution.

Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares jumped 5% on Monday following a high-stakes expansion of its strategic partnership with Microsoft, placing AMD’s next-gen silicon at the heart of Azure’s cloud infrastructure. The centerpiece of the deal is Microsoft’s wide-scale deployment of the AMD Helios Rackscale Solution to drive frontier model AI inference across Azure services and enterprise customer workloads. Helios—an integrated power-rack combining AMD Instinct MI455X GPUs,

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.

AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers including Microsoft later this year

Arizona buildout and advanced chips support long-term growth

Shares of SK Hynix (NASDAQ:SKHY) are up 5% to $161.42 in Monday’s early trading, leading a broad rebound across global chip stocks. Advanced Micro Devices (NASDAQ:AMD) stock is up 3% to $514, Intel (NASDAQ:INTC) stock 2% higher at $97.25, and NVIDIA (NASDAQ:NVDA) stock is up 2% to $206. The bounce follows a brutal stretch for ... SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks

Following a significant surge, investors must determine if Intel's turnaround is just beginning or if its potential is already reflected in the stock price.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

If you hold shares in the chipmaker, the options market shows you are already carrying exposure to a remarkably wide range of potential outcomes over the next year.

Stock Market Today: The Dow Jones index rose Monday on rising U.S.-Iran peace hopes. Nvidia, Micron and Sandisk rebounded.

AI stocks are mounting a comeback as investors get over the worst of their fears about cheap Chinese large-language models.

↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↘️ Ryanair (IR:RYA): Shares in the budget airline fell after it reported a drop in first-quarter profit, hit by lower fares and rising fuel costs because of the conflict in the Middle East.

Both AI chip giants are on sale. Only one of them looks cheap.

(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC

AMD and Anthropic are reportedly in the test phase, and a partnership could potentially be announced at AMD’s flagship conference next week.

While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.

Cathie Wood, head of Ark Investment Management, has built a reputation for backing artificial intelligence stocks. But even her highest-conviction holdings aren't immune to profit-taking. That's exactly what she's doing with AMD this week, selling more shares after the chipmaker's recent pullback. ...

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.

AMD looks like a buy ahead of its Advancing AI event.

A Korean brokerage downgrade lit a fuse under chip stocks Monday, sending a controversial leveraged ETF surging while NVIDIA, AMD, and Broadcom shed billions in market cap. Here is what connected those two moves and why the math behind the trade is more treacherous than the single-day gain suggests.