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Micron and AMD lead another semiconductor rally

Investing.com -- Intel shares have risen a further 6.6% in premarket trading on Monday, extending a remarkable run that has seen the chipmaker gain 125.6% over the past month and 230.7% year-to-date.

NVIDIA has announced the addition of Suzanne Nora Johnson to its board of directors, effective July 13, 2026. Her extensive leadership experience across finance, technology, and healthcare is anticipated to provide significant strategic insights for NVIDIA as it continues its advancements in AI and accelerated computing. Johnson's previous roles at Goldman Sachs and current board positions emphasize her expertise and potential contribution to NVIDIA's efforts in shaping the future of AI...

Nvidia stock looks to be taking a breather before making another run at a record ahead of its earnings.

Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.

On Thursday, Cathie Wood-led Ark Invest made notable trades involving Advanced Micro Devices Inc. and Tempus AI Inc.. These trades reflect Ark’s strategic repositioning amid evolving market dynamics. The AMD Trade ARK Innovation ETF fund reduced its stake in Advanced...

Nvidia Corp.'s latest partnership with IREN Ltd. underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from Advanced Micro Devices, Inc. intensifies. Nvidia Expands AI Infrastructure To Defend Market Leadership Speaking to...

The artificial intelligence infrastructure boom is showing no signs of slowing down.

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Advanced Micro Devices Inc (NASDAQ:AMD) ranks #3 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $551,414,664 Advanced Micro Devices Inc (NASDAQ:AMD) does not need to beat Nvidia to be a winner. It can do very well simply by […]

AMD is expected to deliver strong growth ahead, driven by solid demand for its EPYC server CPUs and Instinct GPUs.

Both chipmakers have been among the hottest stocks in the market so far this year.

Wall Street weighs the bottlenecks within the AI trade.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

The chipmaker's stock has more than doubled already in 2026. Have shares become overvalued, or is it a buy?

AMD's management sounds more confident than ever in the company's AI position.

Advanced Micro Devices (NasdaqGS:AMD) and Rackspace Technology have agreed a multi-year partnership to build a managed Enterprise AI Cloud for highly regulated sectors. The platform will use AMD Instinct GPUs and EPYC CPUs, with a focus on security, governance, and regulatory compliance. The collaboration is aimed at organizations that need sovereign and compliant AI solutions, an area often underserved by general purpose cloud offerings. For investors tracking NasdaqGS:AMD, this move comes...

AMD is an AI stock on the rise, and it's leaving Nvidia's gains in the dust.

Shares of Advanced Micro Devices (AMD) are up 112.5% year-to-date, with the majority of the gains achieved in recent weeks. From March 31 through May 8, AMD shares jumped 123.76%, according to Morningstar data, as Wall Street grew more optimistic about the company’s position in the AI ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer noted how the analyst downgrade of the stock was wrong, as he stated: In November, she (CEO, Lisa Su) thought that her CPU market would grow at about an 18% clip. […]

AMD stock has nearly doubled this year, but it could have more room to run.

The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.” The Bear Case: The Run Already Happened The skeptical ... NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best high volume stocks to invest in according to hedge funds. On May 5, AMD reported Q1 2026 revenue of $10.3 billion, a 38% increase year-over-year. The Data Center segment officially became the company’s primary growth engine, contributing $5.8 billion (up 57% year-over-year) due to high […]

Rackspace Technology (NASDAQ:RXT) reported first-quarter 2026 revenue growth and reaffirmed its full-year outlook, while management emphasized the company’s shift toward managed, governed enterprise artificial intelligence infrastructure for regulated and sovereign environments. Chief Executive Off

With a YTD Return of 81.29% as of May 7, Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 7, TD Cowen raised its price recommendation on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $500 from $290. It reiterated a Buy rating on the shares. The […]

Rackspace’s memorandum of understanding with AMD outlines a governed AI cloud solution for regulated customers, and the company’s next challenge is converting this into customer workloads and recurring managed-cloud revenue.

The rise of AI agents is swinging attention back to the main brain of data-center computing, the CPU.

A preliminary Apple-Intel manufacturing agreement—backed by a White House push—sent Intel stock above $130 on Friday.

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI

Following AMD’s strong earnings and upgraded server CPU outlook, Intel is seeing renewed Wall Street optimism around its foundry progress and CPU pricing power.

Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.