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Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares jumped 5% on Monday following a high-stakes expansion of its strategic partnership with Microsoft, placing AMD’s next-gen silicon at the heart of Azure’s cloud infrastructure. The centerpiece of the deal is Microsoft’s wide-scale deployment of the AMD Helios Rackscale Solution to drive frontier model AI inference across Azure services and enterprise customer workloads. Helios—an integrated power-rack combining AMD Instinct MI455X GPUs,

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of Ray Dalio’s best stocks to buy. On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450. The firm reiterated a Buy rating. […]

A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?

Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

Analysts and early enterprise adoption updates reinforced AMD's position in AI compute

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.

Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) shares getting a lift after Wells Fargo analysts boosted their price target on the chipmaker's stock, while Circle Internet Group (CRCL) plummets on reported stablecoin competition from other firms.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

Advanced Micro Devices has been flush with cash from sales of its hardware, which is widely used in the artificial intelligence industry — the latest tech trend. With so much money on hand, the company can undertake many initiatives. In recent years, the company has used some of its earnings ...

Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

AMD shares are up substantially after the company announced the acquisition of MEXT.

At $507.29, Advanced Micro Devices (NASDAQ:AMD) screens as fully valued, with a more attractive risk/reward profile emerging only on a macro-induced, index-wide technical pullback at or below $440. The stock is pressed against record territory just as Kevin Warsh gavels in his first Fed meeting. Systemic multiple compression could mask AMD’s enterprise market share gains ... Buy, Hold, or Sell: AMD Rested Near All-Time Highs as Kevin Warsh Opened His First Fed Meeting. Is AMD Stock a Buy at $507

On June 18, 2026, investors welcomed U.S.-Iran progress, helping indexes overcome yesterday's rate hike fears.

Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.

Western Digital stock jumped again on Tuesday as the AI memory and storage trade reignited.

Investing.com -- Rackspace Technology (NASDAQ:RXT) shares rose 30% Tuesday after the company signed a definitive agreement with AMD (NASDAQ:AMD) for the phased deployment of 30 MW of AMD-based AI compute infrastructure.

Memory and storage chip companies surged on Monday, June 15, after the United States and Iran announced a peace agreement that will reopen the Strait of Hormuz. The rally didn't come about because the AI trade suddenly changed; it came about because the single biggest threat to it just got removed. ...

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