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Advanced Micro Devices has been having its “It” moment of late. With the widespread interest in artificial intelligence, AMD, as the company is more commonly known, has been benefiting from the AI boom. With its stock trading near all-time highs, some investors are wondering if a stock split (a ...
The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year
June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap
Goldman Sachs Group Inc. (GS) initiated coverage of Intel Corp. (INTC) this week with a neutral rating and a $150 price target, based on TipRanks' report. That implies only about 12% upside, modest given the stock’s run over the past year. The bigger signal is who wrote it, not the number itself. ...
Wall Street could still be underestimating Nvidia and overestimating AMD.
Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.
Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.
MEXT bridges the gap between low-cost flash memory and expensive DRAM, helping data centers improve their efficiency as a result.
Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.
Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins would undershoot first-quarter figures in its debut earnings following a blockbuster initial public offering. Cerebras forecast adjusted gross margins of 38% to 41% for 2026, compared with the 47% it reported for the first quarter. The projection is far below those of rivals such as Nvidia's mid-70% range and Advanced Micro Devices' mid-50%, even as it came above analysts' estimates of 29.58%.
Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks to reduce dependence on the smartphone market, its biggest revenue source. If successful, the negotiations would make ByteDance, the parent of short-video platform TikTok, an early customer of Qualcomm's chip-design services operation. Qualcomm is the world's largest supplier of smartphone modem chips, which manage cellular communications.
SK Hynix's overtaking of Samsung Electronics to become South Korea's most valuable firm was the culmination of 14 years of bets that brought it skepticism and scorn but ultimately put it at the centre of the global AI gold rush. In 2012, conglomerate SK Group acquired Hynix Semiconductor in a deal that was considered financially irresponsible. Samsung, in contrast, was valued at more than 10 times SK Hynix and was the global leader in Dynamic Random-Access Memory (DRAM), a memory type that powers laptops and smartphones.
Stocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,
Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
Advanced Micro Devices (AMD)’s AI story might be getting a lot bigger in a place investors haven’t been watching closely enough. According to TheFly, Bernstein’s latest note on the AI chip giant goes beyond GPUs, where it has been trying to close the gap with Nvidia. It’s about CPUs becoming a lot ...
AMD's acquisition of MEXT has the potential to be a game changer for the company.
President Donald Trump said in a Truth Social post on Thursday that Apple had agreed to work with Intel to design and build its chips in the United States. Intel had reached a preliminary deal to make some chips for Apple, following discussions that went on for more than a year, the Wall Street Journal reported in May.
U.S. President Donald Trump said in a Truth Social post on Thursday that Apple has agreed to work with Intel to design and manufacture its chips in the United States. A partnership with Intel helps Apple diversify its manufacturing base as it seeks additional chip capacity. The iPhone maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.
SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...
Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."
FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.
Rackspace Technology (RXT) runs the infrastructure that many enterprises rely on when they want managed cloud services without building everything in-house. The San Antonio-based company operates across public and private cloud segments, handling the compute, storage, and security layers that sit ...
Monday's sales follow a major liquidation last week that was used to fund purchases of SpaceX stock.
The acquisition aims to address escalating data centre memory bottlenecks driven by AI and cloud workloads.
For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...
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