GuruFocus.com63d agoneutral
AMD Pushes Deeper Into AI InfrastructureDeal targets costly data center bottlenecks for customers
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InvestorsHub63d agobullish
Rackspace Shares Jump 30% After Securing AMD-Powered AI Infrastructure Agreement (RXT)Major AI Compute Partnership Boosts Rackspace StockRackspace Technology (NASDAQ:RXT) shares surged 30% on Tuesday after the company announced a definitive agreement with AMD (NASDAQ:AMD) to deploy 30 megawatts of AI computing infrastructure powered by AMD technology. The deal formalizes the Memorandum of Understanding the two companies unveiled on May 7, 2026, and establishes AMD as a key strategic technology partner within Rackspace’s managed artificial intelligence platform.
Investing.com63d agobullish
Rackspace Technology stock surges 30% on AMD AI compute dealInvesting.com -- Rackspace Technology (NASDAQ:RXT) shares rose 30% Tuesday after the company signed a definitive agreement with AMD (NASDAQ:AMD) for the phased deployment of 30 MW of AMD-based AI compute infrastructure.
Barrons.com63d agobullish
Why This AI Data Center Stock Is Surging 21% on an AMD PartnershipRackspace Technology strikes a deal with Advanced Micro Devices to use AMD chips in its AI data centers.
Verdict63d agoneutral
AMD acquires MEXT to boost AI-driven memory optimisationThe acquisition aims to address escalating data centre memory bottlenecks driven by AI and cloud workloads.
TheStreet63d agobullish
Chip stocks jump as Strait of Hormuz reopensMemory and storage chip companies surged on Monday, June 15, after the United States and Iran announced a peace agreement that will reopen the Strait of Hormuz. The rally didn't come about because the AI trade suddenly changed; it came about because the single biggest threat to it just got removed. ...
Barrons.com63d agoneutral
Qualcomm Stock Shakes Off Smartphone, PC Fears as AI Chip Excitement GrowsQualcomm stock has risen 68% in three months ahead of an expected unveiling of its data-center chip plans and it could be lining up an acquisition to bolster its strategy.
Barrons.com63d agobearish
Micron Stock Charges Toward New High and Could Reach This LevelMicron stock is setting records and Wall Street is racing to raise price targets for the memory-chip maker.
The Wall Street Journal63d agoneutral
Stocks to Watch: SpaceX, Qualcomm, Dave & Buster's↗️ SpaceX (SPCX): Shares of Elon Musk’s rocket company are poised for another day of gains, following a two-day rally that pushed the stock up about 43% from its IPO price. Shares advanced 9% premarket.
Stocktwits63d agobullish
Why Did AMD, WULF, AMAT Stocks Jump To 52-Week Highs?Advanced Micro Devices, TeraWulf and Applied Materials surged to annual highs on Monday due to a series of announcements and growing Wall Street optimism.
TheStreet63d agoneutral
Intel gets a $170 billion AI reason to matter againFor much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...
Simply Wall St.63d agoneutral
AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation DebateAMD (NasdaqGS:AMD) agrees to acquire MEXT, adding memory optimization software aimed at improving AI data center efficiency. The company also introduces the Ryzen AI Halo developer platform, focused on running large AI models locally on high-performance hardware. These announcements highlight AMD's push to compete more directly with Nvidia in large-scale AI model deployment and infrastructure. For investors watching AI infrastructure, these moves help clarify where AMD (NasdaqGS:AMD) is...
Barchart63d agoneutral
Stocks Settle Sharply Higher as US-Iran Peace Deal Spurs OptimismThe S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.92%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.06%. June E-mini S&P futures (ESM26 ) rose +1.68%, and June E-mini Nasdaq futures...
GuruFocus.com63d agoneutral
AMD Acquires MEXT to Tackle Data Center Memory ConstraintsThe deal adds AI-driven flash storage optimization to AMD's data center portfolio as memory demand accelerates
Yahoo Finance Video63d agobullishVIDEO
Chip stocks surge, oil slides closer to $80 on US-Iran deal, Fox to acquire RokuYahoo Finance Senior Reporter Brooke DiPalma comes on Market Domination to further discuss today's biggest headlines, including memory chip stocks like Micron Technology (MU) surging as Wall Street leans more bullish on the AI trade, oil prices (CL=F, BZ=F) moving closer to $80 per barrel on news of a US-Iran peace deal, and media giant Fox (FOX, FOXA) striking a deal to acquire Roku (ROKU) for $22 billion.
24/7 Wall St.63d agoneutral
AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One WinnerAdvanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. AMD posted a clean acceleration story powered by its Instinct and EPYC franchises. Intel delivered a noisy but improving turnaround quarter under CEO Lip-Bu Tan, with foundry traction and a surprise non-GAAP ... AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner
Barrons.com63d agobullish
AMD Is Buying a Fix for Soaring Memory Costs. The Stock Is Surging.Advanced Micro Devices stock jumps Monday. The chip maker has made an acquisition to insulate it from rising memory costs.
Stocktwits63d agoneutral
AMD Wants Flash To Behave Like DRAM — And Just Bought The Tech To Do ItAdvanced Micro Devices is betting on AI-powered memory tech with MEXT acquisition to ease data center bottlenecks.
Motley Fool63d agoneutral
Better Artificial Intelligence (AI) Inference Stock: AMD vs. IntelThe growth of AI inference workloads in data centers is boosting demand for server CPUs, a market that's dominated by AMD and Intel.
Barrons.com63d agobullish
AMD Stock Soars. It’s Buying MEXT to Fight Memory Shortage.Advanced Micro Devices stock jumps Monday. The chip maker has made an acquisition to insulate it from rising memory costs.
Simply Wall St.63d agoneutral
AMD (AMD) Stock Valuation Check After Powerful One Year Return And AI Growth HopesAdvanced Micro Devices (AMD) stock has attracted fresh attention after recent trading performance, with the share price last closing at $511.57. Readers are watching how this valuation aligns with the company’s current earnings profile and growth metrics. See our latest analysis for Advanced Micro Devices. Recent trading has added to a period of strong momentum, with a 20.62% 1 month share price return and a 128.92% year to date share price return. This has been accompanied by a very large 1...
GuruFocus.com63d agoneutral
Why Advanced Micro Devices Stock Popped TodayTop Analyst Backs AMD as Next-Generation AI Chips Take Center Stage
24/7 Wall St.63d agobullish
AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip SurgeChip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time. NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock ... AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge
Investor's Business Daily63d agobullish
Micron, AMD Lead Chip Stocks Rally On U.S.-Iran DealChip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. Big gainers included AMD and Micron.