Nvidia's smaller peers are expected to deliver stronger earnings growth amid fast-growing demand for inference-focused AI chips.
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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 […]
AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor boom.
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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
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...
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
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.
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
All three stocks have solid potential upside, but one looks like the best buy right now.
Long weighed down by smartphone market stagnation and the impending loss of Apple as a client, Qualcomm is staging a powerful comeback as it transitions to an aggressive offensive in AI data center inference and physical AI.
Intel just launched a new AI tool called SuperClaw. Already surging 483% this year, will the rise continue?
This cloud-based fintech firm delivers automation solutions for back-office financial operations, targeting small and midsize businesses.
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.
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...
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.
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’ […]
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 ...
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
Arm Holdings' business model makes the stock a solid investment for those looking to capitalize on the growing demand for AI inference.
The company also bought 105,810 shares of Twist Bioscience for ARKK, its largest single-stock transaction over the past two days.
AMD's Data Center franchise is delivering real results, but at roughly 78 times forward earnings the market has already credited every good outcome the bull case requires.
The base case fair value estimate for Advanced Micro Devices has shifted from about US$289.61 to about US$472.17 per share, a material reset in how the stock is being framed in valuation models. This move lines up with Street research splitting into bullish and bearish camps, with one side leaning into AI driven upside and the other stressing valuation risk and execution questions. As you read on, you will see what is feeding into this evolving narrative and how to track it over time. Analyst...
FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.
AMD continues to chip away at Intel's server CPU market share.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...
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...
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 […]
Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E
Chip stocks are back to hitting intraday record highs as investors rotate across the semiconductor complex.