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AMD nears its 52-week high as data center EPYC and Instinct demand surges, but competition and a rich valuation cap near-term upside.

The Philadelphia semiconductor index, known as SOX, hit a record high as AMD, Marvell and other chip stocks rose.

This is a year of extreme acceleration for Broadcom (AVGO). The company's engine is its deep, multi-year collaboration to build custom AI chips for just six strategic customers.

Nvidia CEO Jensen Huang recently said Marvell Technology could become the next trillion-dollar stock. Well, it looks like Advanced Micro Devices ’ investors would like a word on that. AMD shares advanced 3.1% to $537.57 on Wednesday, trading as high as $544.04 intraday and on pace for a record closing high, as investors shook off their Nvidia announcement hangover and broadly pushed red-hot chip stocks higher.

Intel (NASDAQ:INTC) is dominating semiconductor headlines again, riding CHIPS Act drama, a U.S. government equity stake, and CEO Lip-Bu Tan’s sweeping turnaround narrative. Intel’s Financials Tell a Different Story Strip away the headlines and the numbers are ugly. Q1 fiscal 2026 revenue came in at $13.58 billion, up 7.2% year over year, but Intel posted ... Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead

The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months

With the stock near all-time highs, the biggest opportunity may not be the AI boom itself, but how the company is rewriting its customer contracts to tame the cycle.

NVIDIA’s stock delivered a handsome gain, so why did it get left in the dust by its peers.

As artificial intelligence (AI) transforms workplaces around the world, most people are asking the same question: What skills will still matter when AI can do so much? According to Advanced Micro Devices (AMD) CEO Lisa Su, the answer isn't simply learning how to use AI tools. Su recently told ...

Imagine a company announces it’s about to lose $8 billion in revenue. What’s your first instinct? Probably not to back up the truck. Yet, in the year after NVIDIA (NVDA) did just that, its stock climbed +65.

NVIDIA (NASDAQ:NVDA) or Advanced Micro Devices (NASDAQ:AMD): Which AI chip stock belongs in a retirement-focused portfolio right now? Both ride the same AI infrastructure wave, yet they offer dramatically different risk-reward profiles for income-oriented, capital-preservation-minded investors. Here is the verdict across the three dimensions that actually matter for retirees. Dimension 1: Valuation This is the ... NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio?

AMD believes the fastest-growing AI infrastructure opportunity may sit between traditional servers and GPUs.

Intel stock is back on the rise again Wednesday and set to emphatically snap a five-day losing streak. The shares were up 6% to $114.43 in premarket trading. The chip maker had a meteoric rise earlier this year, surging 214% between Mar. 30 and May 11.

Stock Market Today: The Dow Jones index dropped Wednesday after Trump's latest U.S.-Iran comments. Palo Alto stock sold off on earnings.

ABB has announced an expansion of its collaboration with NVIDIA to enhance AI infrastructure deployment. This initiative involves integrating ABB's power systems as SimReady™ 3D digital assets into NVIDIA's Omniverse DSX Blueprint, allowing data center operators to efficiently model, validate, and optimize power distribution systems digitally before construction begins. The integration aims to streamline the design and deployment of AI data centers by enabling the validation of electrical,...

The insatiable chip stocks rally was marching on Wednesday but other areas of the tech sector were coming under pressure.

Super Micro Computer launched its rack-scale AMD Helios platform at Computex 2026, built on AMD’s Instinct MI455X GPUs and EPYC CPUs. The Helios platform targets hyperscale AI infrastructure for large language model training, inference, and broader AI workloads. The launch coincides with new AI PC and chip announcements from Nvidia, sharpening competitive attention on NasdaqGS:AMD in AI and data center markets. For investors tracking NasdaqGS:AMD, the new Helios platform brings additional...

Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 10.8% in the afternoon session after it caught a powerful tailwind from HPE's blockbuster Q2 results.

The market has gotten a bit too enthusiastic about a few stocks.

Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

Intel plans to launch its new Crescent Island AI data center GPU by the end of 2026 as it aims to directly challenge Nvidia and AMD in the high-performance computing market for AI infrastructure.

Super Micro Surges as Arm Partnership Ignites Fresh AI Growth Optimism

Laptops enabled with these chips will go live this fall.

Some chip stocks posted blistering May gains on AI demand, but their stretched valuations leave little room for disappointment.

HP (NYSE:HPQ) has launched a new portfolio of AI-focused PCs and developer workstations in partnership with Nvidia. The range targets creators, gamers, and enterprise users that are working with AI-accelerated workloads. New devices are built around Nvidia RTX Spark and AMD Ryzen AI, with dedicated options for developers and corporate IT teams. For HPQ, this move speaks directly to how personal computing is changing as AI workloads become part of everyday use, from content creation to code...

The semiconductor industry has been the driving force behind the tech sector's sustained outperformance.

Nvidia has unveiled its first-ever PC processor. Here’s what the RTX Spark launch means for NVDA shares and the sector at large.

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

Nvidia's (NVDA) recent product announcements pose significant growth potential for the tech giant th