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AMD's customer list keeps growing, and Nvidia should notice
TheStreet25d agoneutral
AMD's customer list keeps growing, and Nvidia should notice

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On
24/7 Wall St.25d agobullish
AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

Semiconductor stocks have made investors’ fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names. Names like the VanEck Semiconductor ETF (NASDAQ:SMH), Corgi Lithography & Semiconductor Photonics ETF (BATS:EUV), and the iShares MSCI Taiwan ETF (NYSEARCA:EWT) delivered solid gains earlier this year, only to take a breather in the past ... AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

Investing.com25d agobullish
Amkor Technology surges 16% on $1.5B Nvidia deal

Investing.com -- Amkor Technology Inc (NASDAQ:AMKR) shares jumped 16.6% in after-hours trading Thursday following the announcement of a multi-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) valued at $1.5 billion to develop advanced semiconductor packaging and test technologies for AI and accelerated computing platforms.

Nvidia, Amkor strike $1.5 billion chip packaging deal
Reuters25d agoneutral
Nvidia, Amkor strike $1.5 billion chip packaging deal

Amkor Technology said on Thursday it had entered a multi-year agreement ‌with Nvidia worth $1.5 billion to expand ‌advanced semiconductor packaging and test capacity in the U.S., as ​the chip industry races to build out AI infrastructure. • ⁠Under the agreement, Nvidia will make a prepayment to support the expansion ⁠of Amkor's U.S. advanced packaging operations, including capacity in Arizona. • The companies will jointly develop ​packaging and ​testing technologies for Nvidia's ​AI and accelerated-computing ‌platforms, focusing on combining different types of chips in a single package.

Nebius Group (NBIS) Draws Nvidia Backing, Is It Still Below Fair Value?
Simply Wall St.25d agoneutral
Nebius Group (NBIS) Draws Nvidia Backing, Is It Still Below Fair Value?

Nebius Group (NBIS) is back in focus after Nvidia disclosed a 9.3% ownership stake in the company. The move has lifted the stock and sharpened attention on Nebius’s role in AI infrastructure. See our latest analysis for Nebius Group. Beyond the latest Nvidia filing, Nebius Group’s share price has swung sharply, with a 7 day share price return of 9.35% but a 30 day share price return down 23.08%. At the same time, the year to date share price return of 142.53% and 1 year total shareholder...