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Why Super Micro (SMCI) Is Up 6.0% After AI Rack Expansion And AMD Instinct Coder Role
Simply Wall St.8d agoneutral
Why Super Micro (SMCI) Is Up 6.0% After AI Rack Expansion And AMD Instinct Coder Role

In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, alongside new high-density, liquid-cooled AI data center racks that are factory-integrated for rapid, rack-scale deployment. At the same time, AMD and Spectro Cloud unveiled the AMD Instinct Coder turnkey inference solution built on Supermicro GPU systems, underscoring Supermicro’s role as a key hardware foundation for enterprise AI workloads and...

Supermicro (SMCI) Stock Looks Like A Bargain At This Price
Simply Wall St.8d agoneutral
Supermicro (SMCI) Stock Looks Like A Bargain At This Price

Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...

AMD Will Become a $1 Trillion Company By This Date
24/7 Wall St.8d agoneutral
AMD Will Become a $1 Trillion Company By This Date

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

Can MU Stock Compound Its Way Higher?
Trefis8d agoneutral
Can MU Stock Compound Its Way Higher?

A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.

Advanced Micro Devices (AMD) Adds AI Inference Silicon With Taalas Acquisition
Simply Wall St.8d agoneutral
Advanced Micro Devices (AMD) Adds AI Inference Silicon With Taalas Acquisition

Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal brings Taalas' specialized inference-focused silicon into AMD's product roadmap for enterprise and cloud AI workloads. Taalas' engineering team is expected to join AMD and work on system-level AI inference solutions across future AMD platforms. For readers watching how AI compute is reshaping data centers and broader infrastructure, this move by...

AI Chips Update - AMD Advances AI Strategy With Taalas Acquisition
Simply Wall St.8d agoneutral
AI Chips Update - AMD Advances AI Strategy With Taalas Acquisition

Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...

AMD Stock tumbles because of SpaceX
TheStreet8d agobearish
AMD Stock tumbles because of SpaceX

Advanced Micro Devices (AMD) just reported the strongest quarter in its 56-year history, and shareholders responded by selling. The chipmaker posted record revenue, more than doubled its data center sales, and raised its outlook above what Wall Street expected. On paper, it was close to a ...

Morning Bid: Dealjà vu
Reuters8d agoneutral
Morning Bid: Dealjà vu

By Anna Szymanski August 7 (Reuters) - Your weekly market recap, with reading, watching and listening recommendations from the ROI team From the Editor Tech earnings hogged the spotlight this week, as