The dip in AMD's shares looks like a good buying opportunity.
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AMD’s data center revenue hit $6.7 billion in Q2 of 2026, accounting for 58% of total company sales, as demand accelerates for EPYC CPUs and Instinct GPUs.
AMD's Data Center business just posted 57% year-over-year growth, but whether that momentum can carry a $5,000 investment to a meaningful return by 2031 depends on three drivers and three risks that pull in opposite directions.
AMD's data center revenue is soaring on strong demand from the artificial intelligence industry.
A lot of AMD's success has already been priced into the stock.
Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.
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NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]
In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, alongside new high-density, liquid-cooled AI data center racks that are factory-integrated for rapid, rack-scale deployment. At the same time, AMD and Spectro Cloud unveiled the AMD Instinct Coder turnkey inference solution built on Supermicro GPU systems, underscoring Supermicro’s role as a key hardware foundation for enterprise AI workloads and...
AMD's post-earnings dip highlights near-term PC and gaming weakness, but surging Data Center demand and AI deployments support long-term growth prospects.
Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap
Taalas technology will join AMD's AI roadmap.
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...
AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.
NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.
AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.
For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...
Homegrown companies continue to struggle to access capital and move from research to commercialization
Advanced Micro Devices (NASDAQ:AMD) said Thursday it will acquire Taalas, a Toronto startup that hardwires entire AI models directly into silicon, for an undisclosed amount. The deal targets inference, the business of running trained models, which AMD projects may grow...
A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.
Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.
Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal brings Taalas' specialized inference-focused silicon into AMD's product roadmap for enterprise and cloud AI workloads. Taalas' engineering team is expected to join AMD and work on system-level AI inference solutions across future AMD platforms. For readers watching how AI compute is reshaping data centers and broader infrastructure, this move by...
The Toronto-based startup, founded in 2023, has raised $219 million and builds chips hardwired for specific AI models