News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.
News of the day for July 23, 2026
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to 10% depending on the customer and product, and mature-node chips built […]
SAN FRANCISCO, July 23 (Reuters) - Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT.
Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT. AMD is expected to show off the company's data center hardware that includes its first-generation server racks called Helios, which it is marketing as a rival to a similar design from Nvidia, which is rolling out its second-generation product this year.
AMD has also committed to a strategic equity investment of up to $5bn in Anthropic as part of the agreement.
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Nvidia has emerged as a dominant player in sovereign AI, which accounts for roughly 14% of the company’s revenue, according to a Stanford HAI study.
Even if the chipmaker reports stellar results, the odds of a stock split in 2026 are low.
I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...
U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices surge, two people familiar with the talks said. The move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.
AMD and Anthropic announced a multi year AI chip partnership valued at up to $5b. Anthropic plans to deploy up to 2 gigawatts of AMD GPUs using Helios rack scale solutions. The companies will co engineer to optimize Claude AI workloads on AMD accelerators. AMD will make a substantial investment in Anthropic as part of the agreement. Advanced Micro Devices, NasdaqGS:AMD, is moving deeper into AI infrastructure through this large collaboration with Anthropic. The deal arrives with the stock...
Tesla CEO Elon Musk might get his company into yet another business: computers that don't roll. Musk is fond of pointing out that Tesla vehicles are advanced computers on wheels. Each Tesla has a powerful computer capable of running advanced self-driving software.
AMD rallies after major Anthropic pact strengthens AI challenge to Nvidia
Claude maker plans gigawatt-scale deployment starting in 2027
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
The agreement gives AMD a major AI customer while deepening its financial ties with the Claude developer.
Nvidia Stock Pops as BofA Pits Vera CPU Against AMD in $170 Billion AI Battle
Anthropic plans to deploy up to 2 gigawatts of AMD's MI450 chips starting in the first half of 2027.
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance should be...
AMD looks poised to be a big winner in the next phase of AI.
Advanced Micro Devices (AMD) committed to invest up to $5 billion in Anthropic, while the companies
Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.
IDC sees AI infrastructure market approaching $500 billion this year
AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.
The AMD Anthropic deal sends AMD stock up 10%. Anthropic takes 2 gigawatts of Instinct GPUs, AMD invests $5 billion.