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Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at a moment when leveraged AI positions are sitting in a minefield few retail investors seem to see yet.

Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.

The firm cited strong demand for upcoming AI chips and expanding market opportunities.

Every hyperscaler building AI infrastructure eventually needs a partner that can do something NVIDIA simply will not, and one company quietly collects every time that phone rings.

Shares in AI infrastructure provider Core Scientific jumped around 5% in premarket trading after it announced a deal with chip maker AMD. The deal's initial phase would see AMD use 500 megawatts of Core Scientific data-center capacity by 2027.

The agreement gives AMD access to more than 500 megawatts of U.S. data center capacity starting in 2027, with room to expand to 2.5 gigawatts.

US equity futures were mostly tracking in the red on Tuesday amid a selloff in chip stocks over conc

Management raised the bar with a powerful new forecast, but the stock has barely budged since. The market is waiting for proof, and this standoff won't last forever.

At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

The memory chip maker is securing its future with significant new contracts, but a recent price decline raises questions about its current valuation.

Core Scientific ‌signed ‌a deal with ​AMD, under which the chip ‌firm ⁠will secure up ⁠to 2.5 ​gigawatts ​of data ​center ‌capacity to support customer deployments of its ‌AI ​systems, ​the ​companies ‌said on Tuesday. (Reporting ​by ​Harshita Mary Varghese ​in ‌Bengaluru; Editing ​by Leroy ​Leo)

Micron, Nvidia, and other AI stocks struggle as investors fret about rising costs and competition from China.

Nvidia's chips remain the go-to options for big tech companies.

The artificial-intelligence trade took a beating Monday and investors are waking up to a nasty hangover.

Nvidia is on track to fall for a third straight day.

Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

The AI chipmaker has 41 buy ratings. But the consensus target isn't much higher than the stock's price today.

SK Hynix fell 13% as Nvidia's OpenAI bet, China's CXMT listing, and AI capex doubts hit chip stocks with more volatility.

New Chinese AI technologies and a remarkably strong listing by the country’s largest memory chip firm weighed on sentiment toward U.S. semiconductors.

KOSPI dives 8% as the AI chip selloff spreads to Asia a day before SK Hynix earnings and Big Tech reports.

A state backed Chinese producer has started mass manufacturing domestic deep ultraviolet lithography machines, marking a key step toward greater self sufficiency in chipmaking. This development could reduce China's reliance on foreign semiconductor equipment and alter global supply chain relationships for chip designers and manufacturers. Advanced Micro Devices (NasdaqGS:AMD) is exposed to these shifts through its role in high performance computing and graphics chips that are closely tied to...

In the most recent trading session, Advanced Micro Devices (AMD) closed at $494.95, indicating a -5.17% shift from the previous trading day.

Chip giant invests in Safe Superintelligence and supplies Vera Rubin systems

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Baird doubled AMD’s price target to $1,250 based on its AI prospects.

The company topped Industrial and Commercial Bank of China to become the most valuable company listed in a mainland Chinese market. ASML and Advanced Micro Devices fell 5.8% and 5.2%, respectively. The Nasdaq Composite ended the day down 0.2%.

Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.

Growing fears of AI circular financing sent shares of Nvidia and the rest of the chip sector lower.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

AMD has quietly transformed from a chip underdog into a rack-scale platform, and the hyperscalers placing the biggest bets in AI infrastructure are already voting with their wallets. Here is why one investor keeps loading up even at a triple-digit P/E.