High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
There's a version of the AI story that gets told a lot right now. Chips. Data centers. Billions of dollars. Nvidia. Everyone has heard it. What doesn't get told as often is what actually happens when all that infrastructure starts getting used. That's the part Lisa Su was talking about on July 24 ...
Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.
AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.
AMD stock keeps its latest pullback contained compared with many other chip stocks as its second-quarter earnings report looms large.
AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a handful of AI commitments that Wall Street may not be pricing correctly.
Marvell Technology (NASDAQ:MRVL) currently trades at $183.30, while Wall Street’s average 12-month price target sits at $256.91. That leaves the stock roughly 40% below where analysts think it should be, and the Street-high target implies more than double that gap. Marvell is one of two dominant custom AI silicon designers. Data center now accounts for ... Marvell Down Huge This Month: The Pros See 120% Returns in 12 Months
Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works.
Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.
Focus on the long game.
AMD nearly breached this level a few weeks ago, but has sold off.
Server chips could become an overlooked growth engine
Susquehanna raised its price target on AMD.
While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.
Intel shares soar as TSMC takes on its AI chip packaging technology
The booming demand for server CPUs and AMD's solid market share suggest that this chip designer still has multibagger potential.
AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.
One manufacturing bottleneck is becoming a crucial battleground
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
