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NVIDIA (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir has actually fallen 25.61%. The setup is unusual, and I think it creates asymmetric upside into 2028. Below is the math for how NVDA hits $300, PLTR ... Up Massive YTD: Here Are Nvidia, Palantir & AMD’s Price Predictions For 2028

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.

Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals

AMD stock hit a high of $558.67 at 10:04 am ET, taking its market capitalization to $910.63 billion.

Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?

Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.

Massive AI Investment Overshadows In-House Chip ProgressMeta Platforms (NASDAQ:META) shares fell 2. 6% on Thursday morning as investors focused on the enormous cost of the company’s artificial intelligence expansion, despite progress toward developing its own AI chips.

Investing.com -- William Blair started coverage of Advanced Micro Devices with a Market Perform rating in a note from analyst Sebastien Naji on Thursday.

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

Micron and other chip-related stocks rose on Thursday as the AI trade reignited.

The secret to the memory chip maker's epic run lay hidden in plain sight: a simple piece of math the market completely overlooked.

A semiconductor giant has fallen back to a price floor that has held firm four times before, forcing investors to decide if its explosive new growth is strong enough to support it again.

The stock's history in downturns reveals a pattern of amplified losses that every shareholder should understand before the next one hits.

The chipmaker's business is accelerating, but its stock just hit a patch of turbulence. Here's how to think through the opportunity.

For three years, the AI rally left Qualcomm behind.

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

Our Qualcomm (NASDAQ:QCOM) 24/7 Wall St. price target points to $258.16 over the next 12 months, implying 41.1% upside from the $182.97 close on July 7, 2026. Our recommendation is buy, with a model confidence level of 90%. After a sharp June pullback, Qualcomm’s data center pivot and automotive strength look under-priced. Metric Value Current ... Qualcomm’s Next Rally May Be Closer Than Investors Think

Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 1.6% at $526.07 in Thursday’s premarket, adding to a 259% gain over the past 12 months through to Wednesday’s close. “AMD’s 146% surge since April, versus 58% for the SOX [PHLX Semiconductor Index], has left the shares priced at a premium to peers with little room for error,” Naji wrote.

The custom data center chip cleared bug testing in six weeks with no major issues, an internal memo shows

The Invesco QQQ Trust is a top ETF to buy on the tech dip.

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

The foundry giant has underperformed the semiconductor sector this year, but it could step on the gas after its Q2 results are released next week.

Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results.

SK Hynix and Samsung rebounded in Seoul, lifting the Korean market out of a three-day slump.

Ark sold off more than $8 million worth of AMD stock on July 6, but there isn't a reason to panic.

Advanced Micro Devices stock has delivered an exceptional long term return, yet the current valuation checks send a mixed message, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples still screen the shares as relatively inexpensive. Advanced Micro Devices has returned about 471.8% over five years, which puts extra focus on whether the current price already reflects much of that success. Expectations around AI driven data center growth...

Nvidia Loses $1 Trillion in Value as Chip Rivals Race Ahead

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks To Buy. On July 1, Schwab Network’s Fast Market featured Kevin Hincks and Tom White discussing Advanced Micro Devices, Inc. (NASDAQ:AMD) after Wells Fargo raised its price target to $615 from $505. The firm noted sustained demand for EPYC server processors, pricing power, and a stronger […]

CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.