News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investors may be underestimating what comes next for AMD.
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]
Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.
The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.
Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee
Customers are already using the new system. What’s coming in 2027 is far bigger.
Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar
ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position
The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.
Monday - Chipotle Mexican Grill assumed, downgraded to Neutral with a $40 price target
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Advanced Micro Devices Inc (NASDAQ:AMD) stock fell nearly 1% on Friday as investors weighed new semiconductor tariff risks that could raise costs across chips, data center servers and other technology hardware. Tariff Uncertainty Adds Risk For AI Hardware The Trump administration is reportedly considering new semiconductor tariffs that could extend beyond chips to products containing semiconductors, including laptops, gaming consoles and data center servers. Commerce Secretary Howard Lutnick rep
A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.
Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.
A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.
Nvidia—looking to beat analysts' already high expectations for the 15th quarter in a row—may be in league of its own in tech. But Wall Street sure isn't acting like it. The forward price to earnings ratio for shares of the world's most valuable company is dragging behind chip-makers and other large tech players, perhaps because of concerns about financing risks, long-term revenue generation, or expectations that are just too high.
