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Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

The chipmaker's shares look expensive today, but the real question is whether you believe in the growth that makes them cheaper tomorrow.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

S&P 500 futures gained 0.72% and Nasdaq 100 futures added 1.2% in premarket trading as semiconductor stocks recovered from a steep weekly slide

Nvidia stock has lagged behind peers over the past year but a new investment shows where it hopes to retake the lead.

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.

AMD has had a solid year, but Nvidia could catch up quickly.

After one of the sharpest pullbacks the AI chip trade has ever seen, three of the sector's leaders are suddenly trading well below their recent highs.

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

While Wall Street obsesses over AI chip sales, a different, high-margin business is providing the stability that could answer the biggest risk.

Shares of computer processor maker AMD (NASDAQ:AMD) fell 5% in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.

Riot Platforms Inc (NASDAQ:RIOT) is one of the best data center stocks to invest in according to billionaires. In the past month, Riot Platforms’ shares have gained more than 20%. That puts the stock’s year-to-date gains at around 77% and past-year gains at roughly 180%. On May 14, Jefferies initiated coverage of Riot Platforms Inc […]

Before the chipmaker’s triple-digit surge, the most telling signal wasn’t a secret; it was the company’s own rapidly escalating ambition.

In the closing of the recent trading day, Advanced Micro Devices (AMD) stood at $452.21, denoting a -4.9% move from the preceding trading day.

Is Broadcom (AVGO) the Other AI Trade? By IPO Edge Editorial Staff Broadcom’s (AVGO) AI business is growing faster than almost anyone expected. Last quarter, AI semiconductor revenue hit $10.8 billion, […]

AMD co-led a $350 million funding round in TensorWave, an AI cloud provider that uses only AMD hardware for its training clusters. The deal positions AMD more directly inside the AI cloud infrastructure stack, alongside traditional chip supply. TensorWave plans to build AI cloud platforms around AMD GPUs, offering an alternative to Nvidia focused setups. Advanced Micro Devices (NasdaqGS:AMD) is drawing attention with this new capital commitment at a time when its stock has had a very large...

US equity indexes slumped following a sell-off in mega-cap semiconductor names, and as President Don

US equity indexes slumped amid a sell-off in high-growth, mega-cap semiconductor names and after Pre

Wall Street Slides as Oil Spikes on Renewed Iran Conflict Risks

Citi’s Panic/Euphoria Model is off the charts. Wall Street hasn’t felt this good in five years. And investors are taking chances, willing to get burned.

Astera Labs rides on surging AI infrastructure demand, with rapid revenue growth, Taiwan expansion and new connectivity advances fueling expectations for more gains.

Advanced Micro Devices, Inc. (NASDAQ:AMD) has gained roughly 100% over the past 6 months. Analysts expect the company to grow its EPS by more than 60% over the next 5 years, making it one of the Top 10 Unstoppable Growth Stocks to Invest In. ​Wall Street has been bullish on the stock since the earnings […]

AI Chip Demand Keeps Advanced Manufacturing Momentum Strong

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Wall Street is getting nervous about the sustainability of the artificial intelligence infrastructure boom.

Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders. No single catalyst fully explains the slide. Three overlapping ... Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens

TensorWave will use a fresh $350 million to fill more data centers with chips from AMD, an investor.

AMD stock was slipping Wednesday. The chip maker is following in Nvidia's footsteps by investing in a neocloud company.

TSMC's CEO believes the semiconductor market will remain undersupplied due to booming demand for AI chips.

Napster has introduced the NV2, a new real-time conversational video model aimed at making multimodal video agents more accessible and affordable for businesses of all sizes. Offering full HD, 30 FPS video at a cost significantly lower than current industry standards, NV2 is set to democratize the use of synthetic coworkers capable of executing complex tasks and engaging with clients. This innovation represents a shift towards more widespread adoption of embodied AI in business, potentially...