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Advanced Micro Devices, Inc. (AMD) Plans to Invest more than $10B in Taiwan’s AI Market
Insider Monkey74d agoneutral
Advanced Micro Devices, Inc. (AMD) Plans to Invest more than $10B in Taiwan’s AI Market

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Performing Stocks. On May 21, Reuters reported that Advanced Micro Devices, Inc. (NASDAQ:AMD) plans to invest in Taiwan, committing over $10 billion to its AI sector to expand chip production capacity and deepen partnerships. The company said it will work with Taiwanese packaging and testing provider […]

The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains
24/7 Wall St.74d agoneutral
The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs, so AI chips, these are the chipmaking companies, the storage companies, and the companies that are facilitating AI that are publicly traded. And ... The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

AI Chips Update - AI Platform Gausspeed Boosts Digital Content Workflow Efficiency
Simply Wall St.74d agoneutral
AI Chips Update - AI Platform Gausspeed Boosts Digital Content Workflow Efficiency

Global Mofy AI Limited has announced a significant development milestone for its generative AI platform, Gausspeed. This advancement integrates NVIDIA Omniverse with the company's extensive 3D digital asset library, enhancing the platform's ability to support professional digital content creation. By leveraging structured 3D digital assets and collaborative production pipelines, Gausspeed aims to provide scalable and efficient AI-assisted workflows for film, television, and other digital...

BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle
24/7 Wall St.74d agoneutral
BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on NVIDIA (NASDAQ:NVDA) is $350, against a stock trading around $215. Arya is making a longer call, and this might lead to other analysts also revising their estimates upwards in the coming days and weeks. From ... BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

1 Profitable Stock to Keep an Eye On and 2 We Avoid
StockStory75d agoneutral
1 Profitable Stock to Keep an Eye On and 2 We Avoid

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Anthropic To Become More Valuable Than Today's AMD, Sk Hynix And Micron? Crypto Prediction Market Is Fully Convinced
Benzinga75d agoneutral
Anthropic To Become More Valuable Than Today's AMD, Sk Hynix And Micron? Crypto Prediction Market Is Fully Convinced

Cryptocurrency punters are overwhelmingly betting that privately held AI company Anthropic will exceed a $1 trillion pre-IPO valuation by year-end. Anthropic Set To Enter Elite Club? Polygon (CRYPTO: POL)-based Polymarket increased odds to 99% that the San Francisco-headquartered firm will enter the “trillion-dollar club” in 2026, up from 50% a week before. The probability of Anthropic surpassing $1.1 trillion stands at 95%, while the odds of it topping $1.5 trillion have surged to 78% as of thi

Qorvo, Allegro MicroSystems, and Lattice Semiconductor Stocks Trade Up, What You Need To Know
StockStory76d agoneutral
Qorvo, Allegro MicroSystems, and Lattice Semiconductor Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after the broader market rallied on Iran peace progress and AI-linked growth names led the comeback in technology. Nvidia's Q1 results earlier in the week (beat-and-raise on $81.6B revenue with Q2 guidance of $89-92.8B and an $80B new buyback) initially produced a sell-the-news reaction, but the message digested over the next two sessions: AI capex is accelerating, not slowing.

AMD Taiwan Bet Links 2nm Venice CPUs To Future AI Demand
Simply Wall St.76d agoneutral
AMD Taiwan Bet Links 2nm Venice CPUs To Future AI Demand

Advanced Micro Devices (NasdaqGS:AMD) is committing over $10b to expand advanced packaging capacity and AI partnerships across Taiwan. The company is aligning this investment with the production ramp of its 6th Gen EPYC "Venice" CPUs on TSMC's 2nm node. The initiative targets future AI infrastructure and data center demand by deepening AMD's ties with Taiwan's semiconductor supply chain. For investors watching NasdaqGS:AMD, this move lands after a strong share price run, with the stock at...

Why AMD (AMD) Stock Is Up Today
StockStory76d agoneutral
Why AMD (AMD) Stock Is Up Today

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.7% in the afternoon session after the company confirmed it has started ramping up production of its next-generation 2-nanometer 'Venice' CPUs and announced plans to invest over $10 billion in Taiwan's AI supply chain, prompting bullish analyst upgrades.

Why Advanced Micro Devices (AMD) Remains One of the Most Traded Stocks
Insider Monkey76d agoneutral
Why Advanced Micro Devices (AMD) Remains One of the Most Traded Stocks

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the most traded US stocks so far in 2026. On May 19, Evercore ISI lifted the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $579 from $358 and maintained an Outperform rating. Following Q1 AI channel checks, the firm said that key themes center on AI workloads’ […]

AMD just beat rival chipmakers to the punch
TheStreet76d agoneutral
AMD just beat rival chipmakers to the punch

Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their ...

What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock
24/7 Wall St.76d agoneutral
What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

The AI boom was supposed to slow down by now. At least that was the theory. Data centers are straining electric grids, utilities are warning about power shortages, copper supplies are tightening, and semiconductor packaging capacity remains constrained. Yet demand for AI infrastructure keeps accelerating anyway. That’s because the AI race has shifted from experimentation ... What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

How The Advanced Micro Devices (AMD) Story Is Shifting With AI Optimism And Valuation Concerns
Simply Wall St.77d agoneutral
How The Advanced Micro Devices (AMD) Story Is Shifting With AI Optimism And Valuation Concerns

The base case fair value estimate for Advanced Micro Devices has shifted from about US$289.61 to about US$472.17 per share, a material reset in how the stock is being framed in valuation models. This move lines up with Street research splitting into bullish and bearish camps, with one side leaning into AI driven upside and the other stressing valuation risk and execution questions. As you read on, you will see what is feeding into this evolving narrative and how to track it over time. Analyst...

Alphabet, AMD Removed From Value Stock Status as Russell Reconstitutes Indexes
Barrons.com77d agobearish
Alphabet, AMD Removed From Value Stock Status as Russell Reconstitutes Indexes

FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.

Celestica Ties AI Data Center Growth To DS6000 And AMD Helios
Simply Wall St.77d agoneutral
Celestica Ties AI Data Center Growth To DS6000 And AMD Helios

Celestica (TSX:CLS) has commercially launched its DS6000 series 1.6TbE data center switches, which are now available for initial customer orders. The company is expanding its work with AMD on the Helios rack scale AI platform, aligning its hardware offerings with high speed AI data center requirements. For investors watching AI infrastructure, Celestica sits in a part of the market focused on hardware that underpins data centers, networking and compute. The DS6000 series targets high...

AMD (AMD) Announces $10B Investment in Taiwan AI Infrastructure
Insider Monkey77d agoneutral
AMD (AMD) Announces $10B Investment in Taiwan AI Infrastructure

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best multibagger stocks to buy in 2026. On May 21, Advanced Micro Devices announced a strategic investment of over $10 billion across the Taiwan ecosystem to scale advanced packaging manufacturing and expand partnerships for next-generation AI infrastructure. The initiative focuses on delivering high-performance, energy-efficient solutions to […]