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Chip giant invests in Safe Superintelligence and supplies Vera Rubin systems

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Baird doubled AMD’s price target to $1,250 based on its AI prospects.

The company topped Industrial and Commercial Bank of China to become the most valuable company listed in a mainland Chinese market. ASML and Advanced Micro Devices fell 5.8% and 5.2%, respectively. The Nasdaq Composite ended the day down 0.2%.

Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.

Growing fears of AI circular financing sent shares of Nvidia and the rest of the chip sector lower.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one investor keeps loading up even at a triple-digit P/E.

Western Digital is riding AI storage demand with rising revenues, expanding margins and bullish analyst targets. See why WDC could extend its rally.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.6% while the S&P 500 fell 0.3%, a reversal from early gains. The Dow was up, 0.2% or 89 points.

AMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars

AMD's Helios rack-scale system is directly challenging Nvidia.

Jim Cramer says the chip sector selloff gripping NVIDIA, AMD, and Intel has nothing to do with their fundamentals, and the type of seller driving it makes a quick recovery far harder than most investors expect.

Shares of major chipmakers fell sharply on Monday after reports that a state-backed Chinese firm has begun mass-producing domestic deep ultraviolet (DUV) lithography machines. ASML Holding NV (NASDAQ:ASML, XETRA:ASME) dropped more than 7% as China's progress in domestic DUV production...

ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.

Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.

Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.

At AMD’s Advancing AI 2026 event in July, Advanced Micro Devices unveiled its Helios rack‑scale AI infrastructure, 6th Gen EPYC “Venice” CPUs, and new Instinct MI400 GPUs, while partners like VAST Data, MulticoreWare, Infobell, and Tensormesh announced expanded collaborations spanning cloud AI factories, robotics, and KV‑cache optimization. Together, these launches and partnerships suggest AMD is pushing to offer a full AI stack, silicon, systems, networking, and software ecosystems, for...

The S&P 500 and the Nasdaq Composite reversed gains, wavering near the flatline after opening higher. The PHLX Semiconductor Index was down 4.3% after opening higher. Nvidia, AMD, Micron, and ASML are some of the chip maker stocks dragging the semi index and the broader market lower, thanks to the group's heavy impact on the major indexes.

Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.

Its five-year record is its own story, but its correlation says much of what you would be buying is the same market you already hold, dialed up.

The shares were up 0.5% to $207.86 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

US equity futures rose pre-bell Monday as oil prices declined amid a pause in hostilities between th

The shares were up 1.1% to $209.16 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

The company spent the past year going from survival questions to one of the market's biggest gainers, which makes its retreat from the high the more interesting story.