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SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more than half a billion dollars into Elon Musk's company anyway. The reason has nothing to do with GPU contracts, and everything to do with where SpaceX is actually headed.

Investors looking to make the most of the AI-driven chip boom will do well to take a closer look at this foundry giant before it doubles over the next three years.

Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D

The market is punishing a chip giant's stock while it offers a cash return that most blue chips can't match, forcing a hard look at the engine inside.

This chip giant's profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story.

Soros Capital’s biggest single addition was the iShares MSCI South Korea ETF (EWY) at $42.8 million, giving broad exposure to Korean chip giants.

The stock outran both Broadcom and NVIDIA over the past year, and the part of the company that did it moves data inside and between data centers rather than computing on it.

Broadcom sat out the AI rally that sent its closest peers surging double digits, yet one major Wall Street desk just set a price target that would make it the biggest winner in the group by a wide margin.

NVIDIA just mobilized half a trillion dollars in outside capital to guarantee AI infrastructure keeps building, and credit markets responded in a way that surprised analysts. Here is what that signal means for where the stock goes next.

Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg.

AMD stock is BofA's top pick in a $210 billion AI chip call, but options positioning and money flow show traders backing Nvidia instead.

Both chipmakers crushed their earnings estimates, yet the same geopolitical pressure that wiped out billions for one barely registered for the other. Understanding why reveals something surprising about where real AI market power actually sits.

AMD just posted blowout earnings and still cratered 9% after hours, but one Wall Street analyst sees that selloff as the setup for a gain most investors would dismiss as fantasy.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting members need to know which lane to own before the back half of 2026.

Spear Invest founder and chief investment officer Ivana Delevska explains where she sees the biggest opportunities for investors in the tech space in the coming years.

Cerebras Systems recently reported significant growth in its AI chip and cloud businesses, with its cloud revenue nearly quadrupling year-over-year in the second quarter of 2026. This growth highlights the increasing demand for fast AI inference, a pivotal development in the AI chip industry. In response to this demand, Cerebras is expanding its data center and manufacturing capacities significantly, aiming to scale its operations further. Additionally, strategic partnerships with industry...

Options are priced for a calmer stretch than the stock just delivered, and even that assumption leaves room to lose close to half a position or nearly double it.

AMD's balance sheet makes timing of move especially intriguing

BofA sees server CPUs topping $210 billion by 2030.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF

Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion. It plans to direct a significant share of the proceeds toward AI infrastructure, including a major partnership with Anthropic. If completed, this would be AMD's largest corporate bond offering to date and would extend its AI plans beyond internal product spending or acquisitions. Consider reviewing other AI infrastructure related stocks that...

BofA delivers bullish verdict on AMD and Nvidia as AI infrastructure evolves

Advanced Micro Devices Inc. is preparing to raise up to $5 billion in its largest-ever investment-grade debt offering to fund capital demands driven by the rapid growth of artificial intelligence.

Advanced Micro Devices on Thursday launched a four-part debt ‌offering that could raise between $4 billion ‌and $5 billion, according to terms reviewed by Reuters, as the ​chipmaker looks to fund general corporate purposes and potentially repay existing debt. The offering includes senior unsecured notes due in 2029, 2031, 2033 and ‌2036. Initial price discussions ⁠were set at about 70 basis points over U.S. Treasuries for the ⁠3-year notes, 90 basis points for the 5-year tranche, 100 basis points for the 7-year ​notes and ​115 basis points for ​the 10-year debt.

Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new

Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.