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OneQode Deal Highlights AMD AI Expansion Beyond Hyperscaler Data Centers
Simply Wall St.73d agoneutral
OneQode Deal Highlights AMD AI Expansion Beyond Hyperscaler Data Centers

OneQode has partnered with Advanced Micro Devices (NasdaqGS:AMD) to deploy AMD Instinct GPUs and Helios rack-scale solutions. The rollout targets global AI infrastructure needs, with a focus on high-performance compute, low latency, and sovereignty-focused workloads. This agreement extends AMD's AI data center reach beyond traditional hyperscaler customers into new regions and use cases. For investors tracking NasdaqGS:AMD, this partnership comes at a time when the stock is trading at...

Bloomberg73d agoneutral
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smartphone processors into AI infrastructure.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good N

AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?
24/7 Wall St.73d agobullish
AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in early Tuesday trading, leading a broad lift across the chip complex. Intel (NASDAQ:INTC) is up 2%, while NVIDIA (NASDAQ:NVDA) is essentially flat. The move follows a price target bombshell from UBS on Micron Technology (NASDAQ:MU) this morning. UBS raised its Micron target to $1,625 from ... AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

S&P 500, Dow Eye Record Levels as Chip Stocks Rise
Barrons.com73d agoneutral
S&P 500, Dow Eye Record Levels as Chip Stocks Rise

The stock market is running hot, led by the tech giants. Both the S&P 500 and Dow are on pace to close at records. The last time the two major indexes settled at an all-time high on the same day was on Jan.

Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally
24/7 Wall St.73d agobullish
Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally

On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, a panelist from the Market Moneys platform celebrated a multi-year call on memory that has paid off in spectacular fashion with a 2,000% personal return on Micron. The show also discussed the more important ... Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally

Had You Put $1,000 in AMD or Micron 10 Years Ago, Here’s What You’d Have Today
24/7 Wall St.73d agoneutral
Had You Put $1,000 in AMD or Micron 10 Years Ago, Here’s What You’d Have Today

Advanced Micro Devices (NASDAQ: AMD) and Micron Technology (NASDAQ: MU) both ride the same AI infrastructure wave today, but they got here on very different paths. AMD spent a decade clawing back relevance under Lisa Su. Micron spent it surviving the memory cycle’s brutal swings. A $1,000 bet on either stock a decade ago would ... Had You Put $1,000 in AMD or Micron 10 Years Ago, Here’s What You’d Have Today