Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?
SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.
Yahoo1 hour agoAMD
Cathie Wood Just Bought 705,102 Shares of a Rocket Company 50 Times Smaller Than SpaceX
ARK Invest just loaded up on a rocket company trading at a fraction of SpaceX's valuation, and the timing raises a pointed question about whether the recent selloff is a warning sign or a once-in-a-cycle entry point.
Yahoo1 hour agoAMD
Cathie Wood Cuts AMD and Puts $53 Million Into Nvidia
ARK Invest shifted its semiconductor exposure after Nvidia's latest earnings, selling about $72.8 million of AMD while adding to Nvidia.
Yahoo2 hours agoAMD
Cramer Says Nvidia Spent $13 Billion to Make Sure You Never Buy a Rival’s Chip
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one Jensen Huang left out of his press tour talking points.
Yahoo2 hours agoAMD
If You Recognize What This Number Means Then You Are Likely An NVIDIA Bull
One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.
Yahoo4 hours agoAMD
Nvidia Just Delivered a Massive Warning to AMD and Intel Stock Investors
Nvidia's server CPU business is going to multiply over the next couple of years.
Yahoo16 hours agoAMD
Should You Buy Marvell Stock Because Its Operating Margin Keeps Widening?
Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.
Yahoo19 hours agoAMD
Why Is AMD (AMD) Becoming More Important In Secure AI Infrastructure?
Advanced Micro Devices (NasdaqGS:AMD) has taken a larger role in secure AI infrastructure through its contributions to the Linux Foundation TRACE project for verifiable AI runtime governance. TRACE aims to set common standards for how AI workloads are monitored and governed across cloud and data center environments, with AMD helping shape requirements for hardware based attestation. Anjuna has launched a confidential computing platform that runs on AMD Secure Encrypted Virtualization, giving...
Yahoo19 hours agoAMD
Prediction: AMD Will Join the $2 Trillion Club in 2030 Amid Historic Growth in This Market
The terrific growth opportunity in server CPUs will help AMD stock become a multibagger.
YahooyesterdayAMD
Prediction: Intel Stock Could Have a Major Catalyst Ahead
Intel has staged one of the most dramatic reversals in semiconductor history, but the real question is whether the forces driving its comeback can hold long enough to justify where the stock sits today.
YahooyesterdayAMD
Anthropic Just Committed $35 Billion to Compute It Has Not Raised the Money For
Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which sits on both sides of this trade, are stranger than they appear.
YahooyesterdayAMD
HPE vs. AMD: Which Stock Is the Better Value Option?
HPE vs. AMD: Which Stock Is the Better Value Option?
Yahoo2 days agoAMD
AMD: Winning The Next Phase Of The AI Supercycle
Bullish on Advanced Micro Devices due to Helios rack-scale AI inference, hyperscaler deals & cost edge on Nvidiaâplus China risks. Click for more on AMD stock.
SeekingAlpha2 days agoAMD
AI Stocks Enter a High-Stakes Earnings Gauntlet
AI earnings week: Amazon, Salesforce, AMD, Palantir, Snowflake report. Results will test if AI stock rally is backed by profits.
ChartMill7 days agoAMD
Why Is AMD Stock Sliding on Friday?
AMD stock fell premarket as potential semiconductor tariffs on data center servers and chips sparked supply chain concerns across the tech sector.
Benzinga7 days agoAMD
Billionaire Activist Investor Dan Loeb's Third Point Builds 4-Stock Bitcoin-To-AI Basket
Third Point built a four-stock basket of bitcoin miners positioned to benefit from the industry's growing shift toward AI infrastructure.
Benzinga7 days agoAMD
'We have a limited window': 116 companies, entities sign on to major AI cyber defense push
The letter also urged a coordinated government effort to make cyber defense accessible to critical infrastructure under pressure.
CNBC8 days agoAMD
QUICK SPARK: Nvidia's Next Rally Could Create Another Fourteen Intels in Market Value
If Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.
Benzinga8 days agoAMD
Nvidia: A 16.0x P/E Is A Crime
Nvidia Corporation delivered 106% revenue growth and $21.3B FCF, trading at 16x forward earnings. Click for this NVDA earnings update.
SeekingAlpha8 days agoAMD
Nvidia Beats Again - But Cash Flow Must Keep Up With Blackwell's Growth
Nvidia Corporation is a medium-confidence Buy for 6â12 months. Click for more on NVDA and its recent blowout Q2 earnings release.
SeekingAlpha8 days agoAMD
Q2: Nvidia Isn't Microsoft, And 2026 Isn't 1999
Nvidia Corporation is rated Strong Buy, driven by unmatched efficiency in AI hardware and robust earnings growth. Click for more on NVDA and its earnings.
SeekingAlpha8 days agoAMD
Cerebras Still Has A Promising Future, But There Is Still Limited Evidence
Cerebras Systems stock is down 37% post-IPO amid valuation, lockup, and revenue concerns. Click here to read this latest analysis of CBRS stock.
SeekingAlpha8 days agoAMD
Nvidia jumps nearly 10% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant's revenue guidance reassured investors that AI demand will remain strong.
CNBC8 days agoAMD
AMD: The 2027 AI Repricing Is Coming
Advanced Micro Devices expects Data Center revenue to double in 2027, with server CPU revenue growing above 70%. Read more on AMD stock here.
SeekingAlpha9 days agoAMD
This SolarEdge Analyst Turns Bullish; Here Are Top 2 Upgrades For Wednesday
Wall Street analysts upgraded DTM, SEDG. Check out analyst ratings and price targets on Benzinga.
Benzinga9 days agoAMD
What Is Going On With AMD Stock on Wednesday?
AMD stock rose over 1% on Wednesday as major Wall Street firms reiterated Buy ratings and raised price targets, outperforming a flat broader market.
Benzinga9 days agoAMD
Cathie Wood Loads Up on Cerebras Systems Stock as AI Chip Race With Nvidia Heats Up — Ark Keeps on Dumping AMD Shares
Ark Invest bought roughly $17 million in Cerebras shares Tuesday, Aug. 25, 2026, while trimming its Tempus AI and AMD positions
Benzinga9 days agoAMD
Advanced Micro Devices (AMD) Adds Tim Ryan To Board After Director Retirement
Advanced Micro Devices (NasdaqGS:AMD) appointed Tim Ryan to its Board of Directors, adding new governance experience from his prior roles at Citi and PwC. The appointment follows the retirement of a long serving AMD director and includes related changes to the composition of board committees. Tim Ryan brings decades of background in technology, corporate strategy and risk management that may influence AMD's board oversight and decision making. Readers tracking boardroom shifts at AMD and...
Yahoo13 days agoAMD
AMD Investors Must Be Ready For Major News On Aug. 26
AMD and Nvidia are closely linked.
Yahoo13 days agoAMD
The Best Semiconductor Stock to Buy Isn't AMD or Qualcomm: It's Nvidia, and Our Data Proves It
Nvidia is leagues ahead of its rivals in the lucrative AI chip market.
Yahoo13 days agoAMD
The $116 Billion That NVDA Quietly Paid Its Owners
The chipmaker’s stock performance gets all the attention, but behind the scenes it runs one of the largest cash-return machines on the market.
Yahoo13 days agoAMD
Whale Rock Just Dumped Most of Its Nvidia Stake
Whale Rock slashed its Nvidia position in Q2, but Nvidia’s accelerating AI revenue and Wall Street targets suggest the hedge fund’s move may be more about portfolio rotation than weakening fundamentals.
Yahoo13 days agoAMD
What's Going On With AMD Stock Thursday?
AMD stock dips premarket near $463 support. With mixed short-term moving averages and positive MACD momentum, can buyers hold key levels?
Benzinga15 days agoAMD
AMD: The AI Infrastructure Flywheel Is Finally Turning (Rating Upgrade)
Advanced Micro Devices is upgraded to Buy as Data Center revenue jumps 107% YoY and AI infrastructure drives growth. Click for this AMD stock update.
SeekingAlpha15 days agoAMD
Cathie Wood Bets Big on Broadcom and Cerebras, Trims AMD Stock for Third Straight Day
Ark Invest bought Broadcom and Cerebras shares while trimming AMD stock on Wednesday, Aug.19, 2026.
Benzinga15 days agoAMD
Advanced Micro Devices INC Reports Share Stake Of 3.3M Class A Shares In SpaceX
- 13F Filing
Benzinga21 days agoAMD
Coatue Management Reports Share Stake Of 95,987 Shares In Advanced Micro Devices
-SEC Filing
Benzinga21 days agoAMD
What's Going On With AMD Stock Friday?
AMD stock ticks up as the chipmaker plans a record $5B bond sale to accelerate AI server expansion and fund data-center growth.
Benzinga21 days agoAMD
AMD: Why I'm Not Worried About The Multiple
Advanced Micro Devices delivers strong top- and bottom-line growth and remains one of the leading companies in the AI revolution. See why AMD stock is a Buy.
SeekingAlpha21 days agoAMD
US Stock Futures Rangebound After S&P 500 Ends At Record Highs As Data Shows Cooling Inflation — WDAY, SNDK, AMD, DELL, HTZ In Focus
The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.
Yahoo21 days agoAMD
Cerebras Stock PlummetsDespite Solid Earnings
Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.
Yahoo21 days agoAMD
AMD Investors Face a New Twist
AMD's balance sheet makes timing of move especially intriguing
Yahoo21 days agoAMD
AMD Gets a Bigger AI Opportunity as CPU Market Expands
BofA sees server CPUs topping $210 billion by 2030.
Yahoo21 days agoAMD
The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call
AMD’s second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter’s results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted “record server CPU revenue” and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ran
Yahoo22 days agoAMD
AMD, Intel, and NVIDIA All Rally Wednesday After Series of Blockbuster AI Earnings Reports
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Yahoo22 days agoAMD
Advanced Micro Devices, Inc. (AMD) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
Advanced Micro Devices, Inc. (AMD) The KeyBanc Technology Leadership Forum 2026 August 11, 2026 11:30 AM EDTCompany ParticipantsMatthew Ramsay - Vice...
SeekingAlpha24 days agoAMD
Riot Shares Jump After $9.1B AI Lease and Q2 Revenue Beat
Riot Platforms Inc. (NASDAQ: $RIOT) shares jumped after hours Monday after the company reported second-quarter reve...
Yahoo24 days agoAMD
TSMC vs. ASML: Which Is the Better Semiconductor Equipment Stock to Own for the Next 10 Years?
These might be the two best chip stocks, period.
Yahoo24 days agoAMD
Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms
(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman
Yahoo24 days agoAMD
Stock Screening Made Simple: A Guide
Screens are very useful tools for investors to filter out the noise, allowing for full focus on preferred parameters.
Yahoo24 days agoAMD
Why Did FRMI Stock Rise As Much As 35% After-Hours?
The energy infrastructure company signed a 15-year turnkey data-center lease with AI cloud provider TensorWave for a facility backed by 222 megawatts of power.
Yahoo24 days agoAMD
Intel (INTC) Tripled This Year, But Can a $15B Share Sale Stop the Momentum?
Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index’s nearly 75% climb. On August 10, the company said it would sell $15 billion of new stock to fund its push into contract chip manufacturing, and shares fell more than 4% in early trading. That marked a […]
Yahoo24 days agoAMD
AMD: CapEx Is Fueling The Next Leg
AMD's data center revenue surged 107% to $6.7 billion, reaching 58% of revenue with a 31% operating margin. Read why AMD stock is a Strong Buy.
SeekingAlpha25 days agoAMD
AMD to acquire Taalas for specialised AI inference silicon
The deal will see AMD integrate Taalas’ technology into its accelerator roadmap and develop system-level solutions with Instinct GPUs.
Yahoo28 days agoAMD
AMD Is Focused Correctly So I Continue Loading Up
Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the ledger.
Yahoo28 days agoAMD
Advanced Micro Devices: Trim Before The Hype Ends
AMD's financial performance and demonstrates the strength of our product portfolio and execution. Find out why AMD stock is a hold.
SeekingAlpha28 days agoAMD
Earnings Have Been Excellent. Why Stocks Aren’t Showing It.
A mix of high expectations, profit-taking, and a slight dip in valuations has sent S&P 500 stocks sputtering even after solid earnings reports.
Yahoo28 days agoAMD
Chinese AI Chipmakers Poised to Gain From Beijing’s Tech Push
(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use
Yahoo28 days agoAMD
AMD Buys Toronto AI Chip Startup Taalas — Retail Says It’s A Move To ‘Compete More Directly With Nvidia’
The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.
Yahoo28 days agoAMD
US futures steady as Iran negotiations, earnings and economic data dominate attention: Dow Jones, S&P, Nasdaq, Wall Street
U. S. stock index futures traded with little direction on Thursday as investors monitored diplomatic developments involving Iran, assessed another round of corporate earnings and looked ahead to key labour market data due later this week.
Yahoo29 days agoAMD