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Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.
Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.
Nebius' coming cloud-computing price increase gave investors another sign that AI demand remains strong, including for AMD's data-center chips.
On Sept. 17, 2026, an analyst upgrade and a whiff of negotiations signaled fresh turnaround momentum.
The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys.
Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.
Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.
A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.
AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off.
Nebius Group NV (NASDAQ:NBIS) shares surged 11. 1% in pre-market trading after the company notified customers of price increases across its on-demand GPU cloud services, effective 1 October 2026.
A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc. (NASDAQ:AMD) was worth buying given how much the stock tends to rise when NVIDIA moves higher. Jim Cramer commented: In my conference call yesterday with the club, I admitted that AMD and Dell, I was confounded by my restrictions. Every […]
Today, Sept. 16, 2026, reports of U.S. foundry negotiations fueled a 4% rally, while analysts lifted price targets citing AI and data-center upside.
Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.
Every time the overpriced chorus grows louder on Nvidia, one investor adds more shares, and the reasoning behind that move cuts against almost everything the skeptics keep quoting.
AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.
Investing.com -- In a note to clients on Wednesday, Melius Research made the case that Intel shares could roughly double from current levels, arguing the chipmaker's foundry business is becoming increasingly valuable amid an AI-driven scramble for domestic chip production.
Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.
The AI chipmaking leader will stay ahead of the resilient underdog.
Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
AMD's 34% revenue surge and 12.5% net margin contrast sharply with ASML's 29.4% profitability and $12.3 billion in free cash flow.
