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V&E Appoints Michael Jay as New IP Litigation Partner in LA
CorpGov.com49d agoneutral
V&E Appoints Michael Jay as New IP Litigation Partner in LA

By Karen Roman Vinson & Elkins said Michael Jay is the firm’s latest Los Angeles-based partner in its Intellectual Property & Technology Litigation practice, having previously served in the Patent Litigation Group at DLA Piper. Mr. Jay is a first-chair trial lawyer with more than 20 years of experience in patent and trade secret disputes […] The post V&E Appoints Michael Jay as New IP Litigation Partner in LA appeared first on CorpGov.

Investing.com49d agoneutral
ByteDance targets CPU mass production in H2 2027 to power AI push - SCMP

Investing.com -- ByteDance is racing to finalize the design of a next-generation in-house CPU by early 2027 at the latest, with mass production and wider deployment targeted for the second half of that year, South China Morning Post reported Monday, citing three people familiar with the matter. The disclosure, the first of its kind for the TikTok parent, underscores how urgently one of the world's most valuable private tech companies is building out its own silicon stack to sustain explosive gro

Micron Stock: Let's Talk About Those Long-Term Contracts
Trefis49d agoneutral
Micron Stock: Let's Talk About Those Long-Term Contracts

Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%. The reasons are straightforward: an unprecedented AI buildout has driven explosive demand and pricing for high-bandwidth memory that sits alongside AI accelerators from the likes of Nvidia (NVDA) and AMD (AMD), with the supply crunch spilling into the broader memory market, too.

Is AMD’s (AMD) Russell Top 50 Move Reframing Its AI Infrastructure Investment Story?
Simply Wall St.49d agobearish
Is AMD’s (AMD) Russell Top 50 Move Reframing Its AI Infrastructure Investment Story?

In late June 2026, Advanced Micro Devices, Inc. was removed from several Russell value benchmarks but was simultaneously added to the Russell Top 50 Index, reflecting a shift in how the market classifies the company’s profile within major equity indices. At the same time, AMD has been deepening its role in enterprise AI infrastructure through moves such as its phased 30 MW deployment agreement with Rackspace Technology and its acquisition of AI-driven memory optimization start-up MEXT. We’ll...

UBS Raises PT on Advanced Micro Devices (AMD)
Insider Monkey49d agoneutral
UBS Raises PT on Advanced Micro Devices (AMD)

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, UBS raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) from $455 to $670, while maintaining a Buy rating on the shares. ​The firm noted that its bullish sentiment on the stock is becoming incrementally […]

Taiwan Semiconductor Manufacturing Company (TSM)’s Monthly Sales Rise
Insider Monkey50d agoneutral
Taiwan Semiconductor Manufacturing Company (TSM)’s Monthly Sales Rise

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. On June 10, Bloomberg reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) posted a 30% jump in May sales because of sustained demand tied to global artificial intelligence infrastructure buildouts. The company had May revenue of […]

Advanced Micro Devices (AMD) Is A Stock That Could Skyrocket, According To Newsletters
Insider Monkey50d agoneutral
Advanced Micro Devices (AMD) Is A Stock That Could Skyrocket, According To Newsletters

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top 13 Stocks That Will Skyrocket. This stock is part of a pitch made by George Gilder. In the pitch, he discusses three titans that “are the only companies to successfully develop, build, and ship wafer-scale processors – redefining the limits of AI computing.” Delving deeper, […]

Goldman Sachs Starts Intel (INTC) Coverage
Insider Monkey51d agoneutral
Goldman Sachs Starts Intel (INTC) Coverage

Intel Corporation (NASDAQ:INTC) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 25, 2026, Goldman Sachs analyst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied […]

Does AMD pay dividends? How the chipmaker spends its money
TheStreet51d agoneutral
Does AMD pay dividends? How the chipmaker spends its money

Advanced Micro Devices’ stock has risen more than 100-fold in the decade through 2026, benefiting from demand for its processors — central processing units (CPUs) and graphics processing units (GPUs) — and the associated software used in artificial intelligence programs and applications. Revenue ...

AMD’s stock buybacks explained: History, balance & outlook
TheStreet52d agobullish
AMD’s stock buybacks explained: History, balance & outlook

Advanced Micro Devices has been flush with cash from sales of its hardware, which is widely used in the artificial intelligence industry — the latest tech trend. With so much money on hand, the company can undertake many initiatives. In recent years, the company has used some of its earnings ...

How Much Upside Can NVDA Stock's Growth Deliver?
Trefis52d agoneutral
How Much Upside Can NVDA Stock's Growth Deliver?

At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

2 Reasons to Like AMD and 1 to Stay Skeptical
StockStory52d agoneutral
2 Reasons to Like AMD and 1 to Stay Skeptical

The past six months have been a windfall for AMD’s shareholders. The company’s stock price has jumped 147%, hitting $530.48 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet
24/7 Wall St.52d agoneutral
Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet

Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year. Qualcomm shares rose 13.3% ... Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet