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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.

Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.

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.

Google and Tesla headlined earnings late after stocks largely retreated Wednesday amid rising oil prices and Treasury yields.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Anthropic announced a strategic partnership on Wednesday that includes the deployment of up to 2 gigawatts of AMD's upcoming Instinct MI450 Series GPUs, a multi-year engineering collaboration, and a planned equity investment by AMD of up to...

Advanced Micro Devices has signed a deal with artificial intelligence ‌startup Anthropic for tens of billions ‌of dollars worth of AI servers and will invest ​up to $5 billion in the company, the Wall Street Journal reported on Tuesday. Industry executives have said 1 gigawatt of computing power, enough to power ​roughly 750,000 ​U.S. homes, can ​cost around $50 billion.

The 2-gigawatt deal covers tens of billions of dollars’ worth of chips, and AMD will invest up to $5 billion in Anthropic.

The Florida-based company, which hosts one of the largest AMD-based AI training clusters in North America, is set to combine with Apex Treasury listed in New York.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Today, July 21, 2026, memory-chip leaders rallied, leading stocks higher even as investors weighed geopolitical and tariff risks.

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Data center demand may deliver better earnings results

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

AMD stock rose more than 3% on Monday.

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

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,

Semiconductor stocks were poised to jump on Monday.

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(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

Yahoo Finance's AI winners and losers include TSMC, Moonshot AI, IBM, and the chip industry.

MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today The chip-stock selloff deepened, dragging the tech-heavy Nasdaq down 1.

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.