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AMD trades at a steeper valuation despite slower profit margins, while Arista's high customer concentration adds risk to its premium profitability.
A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.
Core Scientific Inc (CORZ) reports strong financial stability and strategic advancements with a major AMD partnership, despite challenges in transitioning from Bitcoin mining.
Chipmaker secures power for Instinct GPUs as CORZ jumps 11%
In the second quarter of 2026, Core Scientific reported revenue of US$164.2 million versus US$78.63 million a year earlier, alongside a net loss of US$1.16 billion and a basic loss per share from continuing operations of US$3.32. On the same day, Core Scientific and Advanced Micro Devices announced a long-term AI infrastructure partnership that could scale up to 2.50 gigawatts of capacity, including more than 500 megawatts of U.S. infrastructure beginning in 2027 and market-priced warrants...
Alphabet's AI-driven growth across Search, Cloud and Gemini is gaining traction, but can it offset rising spending, legal risks and ad market exposure?
The Dow left the Nasdaq in the dust again on Tuesday. The Nasdaq fell 0.2%. The Dow was led by a wave of strong earnings performances including Sherwin-Williams, but a majority of S&P 500 stocks were up all day.
AMD Partners With Core Scientific on Huge AI Data Center Push
Core Scientific will initially provide more than 500 megawatts of AI-ready capacity beginning in 2027.
Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. Micron stock was down 9% by midafternoon, while Sandisk Western Digital and Advanced Micro Devices were down around 15%, 8.2%, and 7.9%, respectively. The Nasdaq Composite was mostly flat despite the chaos.
DELL's surging AI server demand, expanding backlog and lower valuation versus AAPL make it the stronger growth pick.
INTC teams up with Lens Technology to advance glass substrate packaging, improving chip performance and power efficiency for AI and next-gen computing.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.
Needham retained its $29 target as Core Scientific secured 15-year contracts covering five sites, with phased delivery beginning in 2027 and further expansion rights for AMD.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
Both chipmakers have made investors significantly richer over the past year, and they can sustain their healthy growth rates owing to the improving demand for their chips.
Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements. Chief Executive Officer Adam Sullivan said the initial agreements repre
Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus keeps pulling capital toward a single name.
AMD stock has dropped through its 50-day moving average as talk of an artificial intelligence bubble bursting gets louder.
The deal gives AMD access to more than 500 megawatts of U.S. capacity beginning in 2027, with the option to expand to 2.5 gigawatts
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