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(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn’t standing still. Nvidia (NASDAQ:NVDA) has dominated AI accelerators for years, rewarding shareholders with extraordinary gains. Yet the next phase of the AI infrastructure buildout may look more competitive than the last. Companies are looking for alternatives ... Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground

The inflows into tech remains very impressive.

The company's new long-term contracts are meant to tame its wild cycles, but they might also be putting a cap on its historic profitability.

Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

SIMO's 307% surge reflects SSD controller traction, fabless advantages, bullish guidance and growth exposure to AI, cloud and automotive markets.

AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.

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

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally

US stocks are predicted to see a mixed start on Monday, with investors rotating back into technology shares after a softer-than-expected jobs report last week eased concerns that the Federal Reserve could raise interest rates again. Nasdaq futures were 1.1% higher ahead of the first trading...

Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.

The recent pullback has renewed buying interest in AMD, with the stock down 11% from last Tuesday’s record high.

Turing Inc., a self-driving technology startup, has integrated Advanced Micro Devices (NasdaqGS:AMD) AI accelerators into its autonomous vehicle systems. AMD Ventures has invested in Turing Inc., aligning financial backing with a commercial deployment of AMD's AI hardware. The partnership expands AMD's presence into the autonomous vehicle sector, beyond its existing data center and gaming AI efforts. For investors watching AMD, the Turing Inc. deal adds another use case for the company’s...

Wall Street closed mixed to complete a holiday-shortened week.

(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.'s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil's Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E

(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.’s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional owner in the company, holding approximately 145.57 million shares, or around 8.93% of outstanding shares, according to Yahoo Finance data. On June 30, Wells Fargo increased the firm’s target price on Advanced Micro Devices […]

These Nvidia rivals climbed in the triple digits.

Neither Meta Platforms nor Nvidia is trading at the premiums they warrant.

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

AMD (NASDAQ:AMD) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles. AMD sold the silicon that trains and serves models. Palantir sold the software layer that turns those models into enterprise workflows. Two months later, the market is rewarding execution very differently. Instinct GPUs Carry ... AMD vs Palantir: Which AI Giant Is a Better Buy?

Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data centers, networking equipment, memory, storage, and servers. That evolution is creating fresh opportunities for investors willing to look beyond yesterday’s winners. Nvidia (NASDAQ:NVDA) ... Is Nvidia Undervalued or AMD Overvalued — or Both?

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 42 upward EPS revisions and 3 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 43 upward revisions and 2 downward revisions. That gives AMD one of the […]

Micron's $1 trillion valuation is being tested as investors question how long AI memory shortages will last. AMD's broader AI business could help it reach the $1 trillion club, though both companies remain positioned for long-term growth.

A little bit of everything for investors this holiday weekend!

AMD is hosting an artificial intelligence (AI) summit between July 22 and 23.

AMD has delivered impressive gains to investors in 2026, but its momentum has weakened over the past month.