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Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

Advanced Micro Devices has delivered a very strong 5 year share price gain, yet the current valuation checks are split, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while traditional market multiples lean expensive. Over the last 5 years the stock has returned about 3.3x, which puts extra focus on whether current expectations already bake in much of AMD's AI and data center growth story. Planned multi billion dollar debt issuance to fund AI and...

AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers say about whether the rally has room left to run.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

AMD and Alphabet look like good long-term buys.

AMD's AI momentum commands a premium valuation, while Salesforce's software dominance trades at a fraction of that multiple, a stark contrast that reshapes the growth-versus-value debate.

Yields on the 10-year and 30-year Treasuries pulled back Wednesday after the Treasury Department announced new buyback levels.

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

What does Google's $94 billion stake in SpaceX really mean?

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

SpaceX stock is still nothing more than a plaything for investors.

ARK is rotating toward space after tech's selloff.

Google's Marvell agreement deepened pressure on general-purpose accelerator companies despite retreating yields.

Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. This new capital is already tied to partnerships with Microsoft and Cerebras, along with launches like Instinct Coder and potential work with Google on custom AI hardware. See our latest analysis for Advanced Micro Devices. The fresh bond deal has arrived during a mixed stretch for Advanced Micro Devices shares. The stock has pulled back about 4% over...

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.

Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.

Analog Devices (ADI) on Wednesday projected above-consensus profit and sales for its fiscal fourth q

Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Business Reporter to Nvidia's valuation and the expectations heading into earnings.

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.

Tech stocks faced renewed selling pressure, while healthcare, basic materials, and consumer discretionary stocks rose.