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🔎 SK Hynix (KR:000660): The South Korean chipmaker will join the Nasdaq in the largest-ever market debut by a foreign company, after raising $26.51 billion in yesterday’s offering. ↗️EasyJet (UK: EZJ): Shares in the U.
AMD (NasdaqGS:AMD) and 5C agreed to work together on next generation gigascale AI campuses. The partnership centers on AMD's Helios rack scale platform and aims to support large AI training sites. The collaboration extends AMD's role beyond supplying chips into broader AI infrastructure solutions. For investors tracking AMD, this move highlights how the company is positioning itself across the AI value chain, not just in chips but in full rack scale infrastructure. As AI workloads become...
Advanced Micro Devices Inc. (NASDAQ:AMD) is positioning itself to challenge Nvidia Corp.‘s (NASDAQ:NVDA) long-standing dominance in the lucrative AI accelerator market. According to a fresh analysis released by Cathie Wood‘s ARK Invest, internal research reveals that AMD chips “can already be more performant than Nvidia chips” per dollar on select workloads, highlighting a massive shift in data center cost efficiency. The CPU Playbook Applied to GPUs ARK Invest’s Director of Research, AI & Cloud
NVIDIA's valuation has fallen to multi-year lows despite strong AI-driven growth, with semiconductor ETFs highlighted as a diversified way to gain exposure.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Data Center Stocks to Buy in July. On July 6, TheFly reported that Goldman Sachs increased its price target on AMD to $640 from $450 while maintaining a Buy rating on the stock. On the same day, Investing.com reported that Citi placed AMD on […]
Nvidia's quarterly revenue has nearly tripled over eight quarters, while AMD's has grown more modestly. Here's what the widening gap means for investors.
<body><p>STORY: :: A memo seen by Reuters shows that Meta plans to produce AI chips this September </p><p>:: The move will likely help Meta gain more independence from chip suppliers such as Nvidia</p><p>:: Katie Paul, Tech Correspondent</p><p>:: Meta / Archive</p><p>"In the world of AI, those who control their infrastructure and their compute costs really control their destiny. Meta has been at this a while. They want to have more control over their supply chain. Doing a chip helps them to get that cost of running compute down. If they buy a lot of chips from Nvidia and AMD, those are extremely expensive. It means that other companies are in the driver's seat, both in terms of cost and some control over the supply. And having some kind of chip that can help maximize efficiency of running compute, or running processes, helps them, puts them in the driver's seat more and it helps them control their costs. They're also trying to build out these brand-new business models to effectively compete with OpenAI and Anthropic. So, selling the AI models to developers to use, and that means rolling out an API, which they just did this morning. This is brand new for them. They're moving this direction for the first time after kind of embracing the open source ethos for a number of years. And so that means that they need to, try to compete on price with those other, players in the market and also keep their costs low enough that they can, you know, make this business model make sense. And so having a chip that can help them to run these processes in a way that is as cost-efficient as possible is a huge potential benefit for them."</p><p>The tech firm's data center chip, code-named "Iris," is part of a four-generation project for Meta Training and Inference Accelerators (MTIA) that it will design in-house. The plan is to use custom-built silicon to improve the AI that powers its Facebook and Instagram social media platforms.</p><p>Testing the chip took only six weeks and found no major issues, the memo showed. That relatively quick progress signals positive momentum for an in-house effort that has floundered since its launch more than half a decade ago.</p><p>Meta tailored the chip for its own needs and is working with Broadcom to help design it and Taiwan Semiconductor Manufacturing Co to manufacture it. The approach is likely to help the firm lower its massive computing costs and gain more independence from chip suppliers such as Nvidia and Advanced Micro Devices.</p></body>
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.8% in the afternoon session after a Morgan Stanley supply chain report highlighted surging demand for its next-generation chips, sparking multiple bullish analyst calls.
The U.S. government taking stakes in AI companies is a disaster in the making, Christopher Smart writes.
By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.
5C partnership targets next-generation AI infrastructure campuses
AMD Powers Higher After Unveiling Gigascale AI Campus Collaboration
Wedbush sees Vera strengthening Nvidia's push into networking and general-purpose compute markets.
I have covered AMD twice this July. First, Goldman Sachs raised its price target to $640 from $450 on July 5. And before that, when Wells Fargo made the same fundamental argument at the start of the month. Both times, the central thesis was the same: The server CPU story is being ...
NVIDIA (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir has actually fallen 25.61%. The setup is unusual, and I think it creates asymmetric upside into 2028. Below is the math for how NVDA hits $300, PLTR ... Up Massive YTD: Here Are Nvidia, Palantir & AMD’s Price Predictions For 2028
During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.
Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals
AMD stock hit a high of $558.67 at 10:04 am ET, taking its market capitalization to $910.63 billion.
Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?
Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.
Massive AI Investment Overshadows In-House Chip ProgressMeta Platforms (NASDAQ:META) shares fell 2. 6% on Thursday morning as investors focused on the enormous cost of the company’s artificial intelligence expansion, despite progress toward developing its own AI chips.
Investing.com -- William Blair started coverage of Advanced Micro Devices with a Market Perform rating in a note from analyst Sebastien Naji on Thursday.
Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
