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Advanced Micro Devices stock jumps Monday. The chip maker has made an acquisition to insulate it from rising memory costs.

Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. Big gainers included AMD and Micron.

Investing.com -- On Monday, analysts at Wolfe Research described management's tone on a pre-quiet period call with AMD as constructive, saying there is "substantial room for upside to consensus for both CY26 and 27" driven by incremental CPU strength and the potential for additional gigawatt-scale MI450 customers.

A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

The benchmark US stock measures were pointing higher before the opening bell Monday as the US and Ir

Austrian circuit board manufacturer AT&S has announced it is investing ‌up to €2 billion ($2.3 billion) in Malaysia to ‌capitalise on the AI boom, sending its shares soaring nearly 30%. "We ​will fully expand our site in Kulim," the company's CEO Michael Mertin told Reuters in an interview on Monday. The company announced on Saturday it would expand capacity ‌in Kulim and ⁠raised its outlook for 2026/27, citing agreements with its customer AMD, the U.S. chipmaker, ⁠and another technology company on the back of strong demand for AI infrastructure.

The explosion in AI spending is having a ripple effect throughout the tech industry, and now gamers are going to pay the price. To find out just how much weight AI holds in the U.S. economy, the Federal Reserve Bank of St. Louis looked at how much money is being spent on software, R&D and ...

For months, one of Wall Street's most closely watched chip analysts held a skeptical line on AMD while the stock rode the broader AI rally. On June 12, that changed. Citi analyst Atif Malik upgraded AMD to Buy from Neutral and raised his price target to $575 from $460, and shares jumped 4.73% the ...

Cathie Wood's firm ARK Invest staked a large position in Elon Musk's SpaceX on Friday. The firm already has a huge chunk of Tesla stock.

On June 11, Intel (INTC) received a Wall Street revamp that could flip the script on its stock performance, according to a research note shared with me at TheStreet. Investors had been bracing for more skepticism around Intel’s turnaround. The company still faces fierce pressure from Nvidia, ...

A Wall Street analyst on Friday upgraded AMD stock to buy from neutral, saying its GPU business is undervalued.

Advanced Micro Devices (AMD) has gained about 128.45% year to date, at the time of writing, Thursday afternoon, June 11. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.47% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, but what is ...

Nvidia has told Chinese clients that its new "Vera" central processors for AI data centres could be available as soon as August and that they can begin placing orders, three sources familiar with the matter said. Nvidia's market share in China has effectively fallen to zero, its CEO Jensen Huang said in October, hurt by U.S. export controls on advanced ​chips and Beijing's push for self-reliance in key technologies. The move also raises the stakes in its competition with major CPU firms Intel and AMD, which are racing to increase supplies of server CPUs for AI data centres.

Investing.com -- S&P Global Ratings raised its long-term issuer credit rating on NVIDIA Corporation (NASDAQ:NVDA) to "AA" from "AA-," citing insatiable market demand for artificial intelligence systems. The upgrade reflects the chipmaker’s sustainable competitive advantage and massive cash flow generation within the rapidly expanding data center ecosystem. The ratings agency now forecasts Nvidia’s revenue to surge 82% in fiscal 2027 to $394 billion, followed by a 38% increase to $544 billion the

Advanced Micro Devices (AMD) investors have had little to celebrate this month. The chipmaker’s shares fell 4.86% on June 10 to close at $452.40, stretching the loss over the past five trading days to 12.15%. The selling was not an AMD problem, as a wave of profit-taking and Middle East tensions ...

The CPU market is expected to grow 5x through 2030.

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

Retail investors are clearing the decks ahead of the SpaceX IPO. For two straight days this week, ordinary investors dumped their single-stock holdings on a net basis, according to Vanda Research. The moves suggests that mom-and-pop investors are amassing dry powder ahead of SpaceX's anticipated public debut tomorrow.

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

S&P 500 futures gained 0.72% and Nasdaq 100 futures added 1.2% in premarket trading as semiconductor stocks recovered from a steep weekly slide

TensorWave will use a fresh $350 million to fill more data centers with chips from AMD, an investor.

TensorWave will use a fresh $350 million to fill more data centers with chips from AMD, an investor.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Stocks took a wild ride on Tuesday. Shares rose at the open before a midday selloff, then made up some ground toward the end of the session. The Nasdaq composite fell about 1%, and the S&P 500 declined 0.

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.