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While South Korean memory chipmaker SK Hynix (000660.KS) makes its debut on US market with a fresh listing on the Nasdaq, Yahoo Finance Markets and Data Editor Jared Blikre and Senior Business Reporter Ines Ferré take a closer look at the semiconductor landscape and memory chip trade.
Rackspace Technology (RXT) may generate $450 million to $600 million in annual enterprise AI revenue
AMD has nearly tripled in a year on the back of exploding Data Center revenue and Lisa Su's boldest guidance yet, but the stock sits 12% off its highs with analyst targets still lagging the price. Whether $800 is a stretch goal or the next logical stop depends on three things going right.
Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
AMD (AMD) has surged almost 4x in the past twelve months, with its market cap approaching $900 billion.
According to TheFly, Stifel analysts raised their price target for AMD to $635 from $450 while maintaining a ‘Buy’ rating.
Meta stock faces a challenge as social-media company Meta Platforms reportedly plans to start manufacturing a new in-house AI chip from September.
A milestone that was unthinkable a few years ago has reshuffled the case for two chip giants.
🔎 SK Hynix (KR:000660): The South Korean chipmaker will join the Nasdaq in the largest-ever market debut by a foreign company, after raising $26.51 billion in yesterday’s offering. ↗️EasyJet (UK: EZJ): Shares in the U.
AMD (NasdaqGS:AMD) and 5C agreed to work together on next generation gigascale AI campuses. The partnership centers on AMD's Helios rack scale platform and aims to support large AI training sites. The collaboration extends AMD's role beyond supplying chips into broader AI infrastructure solutions. For investors tracking AMD, this move highlights how the company is positioning itself across the AI value chain, not just in chips but in full rack scale infrastructure. As AI workloads become...
Advanced Micro Devices Inc. (NASDAQ:AMD) is positioning itself to challenge Nvidia Corp.‘s (NASDAQ:NVDA) long-standing dominance in the lucrative AI accelerator market. According to a fresh analysis released by Cathie Wood‘s ARK Invest, internal research reveals that AMD chips “can already be more performant than Nvidia chips” per dollar on select workloads, highlighting a massive shift in data center cost efficiency. The CPU Playbook Applied to GPUs ARK Invest’s Director of Research, AI & Cloud
NVIDIA's valuation has fallen to multi-year lows despite strong AI-driven growth, with semiconductor ETFs highlighted as a diversified way to gain exposure.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, TheFly reported that Goldman Sachs increased its price target on AMD to $640 from $450 while maintaining a Buy rating on the stock. On the same day, Investing.com reported that Citi placed AMD on […]
Nvidia's quarterly revenue has nearly tripled over eight quarters, while AMD's has grown more modestly. Here's what the widening gap means for investors.
<body><p>STORY: :: A memo seen by Reuters shows that Meta plans to produce AI chips this September </p><p>:: The move will likely help Meta gain more independence from chip suppliers such as Nvidia</p><p>:: Katie Paul, Tech Correspondent</p><p>:: Meta / Archive</p><p>"In the world of AI, those who control their infrastructure and their compute costs really control their destiny. Meta has been at this a while. They want to have more control over their supply chain. Doing a chip helps them to get that cost of running compute down. If they buy a lot of chips from Nvidia and AMD, those are extremely expensive. It means that other companies are in the driver's seat, both in terms of cost and some control over the supply. And having some kind of chip that can help maximize efficiency of running compute, or running processes, helps them, puts them in the driver's seat more and it helps them control their costs. They're also trying to build out these brand-new business models to effectively compete with OpenAI and Anthropic. So, selling the AI models to developers to use, and that means rolling out an API, which they just did this morning. This is brand new for them. They're moving this direction for the first time after kind of embracing the open source ethos for a number of years. And so that means that they need to, try to compete on price with those other, players in the market and also keep their costs low enough that they can, you know, make this business model make sense. And so having a chip that can help them to run these processes in a way that is as cost-efficient as possible is a huge potential benefit for them."</p><p>The tech firm's data center chip, code-named "Iris," is part of a four-generation project for Meta Training and Inference Accelerators (MTIA) that it will design in-house. The plan is to use custom-built silicon to improve the AI that powers its Facebook and Instagram social media platforms.</p><p>Testing the chip took only six weeks and found no major issues, the memo showed. That relatively quick progress signals positive momentum for an in-house effort that has floundered since its launch more than half a decade ago.</p><p>Meta tailored the chip for its own needs and is working with Broadcom to help design it and Taiwan Semiconductor Manufacturing Co to manufacture it. The approach is likely to help the firm lower its massive computing costs and gain more independence from chip suppliers such as Nvidia and Advanced Micro Devices.</p></body>
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.8% in the afternoon session after a Morgan Stanley supply chain report highlighted surging demand for its next-generation chips, sparking multiple bullish analyst calls.
The U.S. government taking stakes in AI companies is a disaster in the making, Christopher Smart writes.
By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.
5C partnership targets next-generation AI infrastructure campuses
AMD Powers Higher After Unveiling Gigascale AI Campus Collaboration
Wedbush sees Vera strengthening Nvidia's push into networking and general-purpose compute markets.
I have covered AMD twice this July. First, Goldman Sachs raised its price target to $640 from $450 on July 5. And before that, when Wells Fargo made the same fundamental argument at the start of the month. Both times, the central thesis was the same: The server CPU story is being ...
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