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The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

Semiconductor Stocks Rally After Sharp Selloff as Geopolitical Fears Ease

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.1% in the afternoon session after several Wall Street analysts raised their price targets for the stock, reinforcing optimism about the chipmaker's artificial intelligence and server businesses.

Bank of America expects Advanced Micro Devices to deliver a beat-and-raise quarter driven by surging AI server demand for its EPYC CPUs and accelerators.

Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR

Astera Labs, Inc. (NASDAQ:ALAB) is among the Best AI Stocks. On June 29, UBS raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $400 from $205. The firm maintained a Neutral rating on the stock. Earlier, on June 3, Astera Labs, Inc. (NASDAQ:ALAB) announced an expansion of its Taiwan operations and Cloud-Scale Interop Lab. It […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the Best AI Stocks. On July 6, Goldman Sachs raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $640 from $450. The firm maintained a Buy rating on the stock. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology signed a definitive agreement to install […]

SOXL just shed 30% after a stunning run, and two very specific pressure points will decide whether holders walk away with gains or get wiped out over the next year.

Two Chinese firms were cleared to buy Nvidia's H200 processors, while another received approval to use competing AMD AI chips.

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories...

Tech stocks were higher Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (

U.S. regulators have approved sales of certain advanced AMD AI chips to a group of Chinese technology firms. The decision comes after a period of export controls that limited AMD’s access to the Chinese AI data center market. The approval applies to selected products that meet current U.S. export rules, rather than AMD’s highest performance AI chips. For investors watching Advanced Micro Devices, the new export approval lands after a powerful share price run, with NasdaqGS:AMD up 139.1%...

Advanced Micro Devices got a big vote of confidence Tuesday as the artificial-intelligence trade was getting back in gear. KeyBanc Capital Markets analyst John Vinh, in a research note on the semiconductor sector, included a price target hike for AMD to $725 from $530. The firm maintained its Overweight rating on the chip stock, with the analyst writing KeyBanc remains “positive” on the shares.

All three major US stock indexes were up in late-morning trading, as the big banks kicked off earnin

Chip stocks continued to whipsaw in volatile trading on Tuesday. But several semiconductor stocks were holding above a key support level.

The company is making a fundamental pivot you might have missed, and it has nothing to do with building more vehicles.

The company is building a fortress of long-term contracts to protect against the memory market's notorious cycles, but a look inside shows how much of the kingdom is still outside the walls.

The chipmaker's headline numbers looked grim, but one corner of its business was already signaling the AI-fueled turnaround to come.

Silo Pharma (NASDAQ:SMPL) announced that its wholly owned subsidiary, QwikAgents, has joined AMD’s AI Developer Program, giving the company access to AI development resources intended to support the expansion of its enterprise and consumer AI agent platform. Key Investor TakeawaysSilo Pharma (NASDAQ:SMPL) said QwikAgents has been accepted into the AMD AI Developer Program.

July 14 (Reuters) - A unit of telecoms gear maker ZTE Corp and two other Chinese firms are among the latest entities to receive U.S. approval to purchase advanced AI chips from Nvidia and AMD,

A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?

NVDA's expanding AI partnerships deepen its ecosystem across cloud, networking, autos and telecom as rivals intensify AI investments.

NVIDIA, AMD, and Broadcom are all chasing the same AI silicon gold rush, but their valuations tell wildly different stories about who actually has room to run before 2027.

Amkor trades at a steep P/S discount despite AI-driven advanced packaging growth, Arizona expansion and rising smartphone demand, backed by long-term catalysts.

The fund's past recoveries look tempting, but the ride down has often been rougher than it looks.

FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.

A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning sign depends on one number buried in its next earnings report.

AMD stock has soared by a whopping 280% over the past year alone.