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For years, the AI chip conversation has had one dominant name and a long list of challengers trying to close the gap. Most of them haven't. One of them is starting to look different, and Bank of America just made that case in writing. Bank of America analyst Vivek Arya, who covers semiconductors ...
Eric Trump-backed Foundation Future Industries will use Advanced Micro Devices Inc. chips to develop autonomous humanoid robots for factories and military operations, with industrial customers paying about $100,000 annually to lease each machine. AMD Chips Power Next Phantom Robot According...
Arm just scored a major AI server win, strengthening its long-term growth story and putting ARM stock back in focus.
Riot Platforms has delivered a 59.1% gain year to date, yet the stock screens as expensive on broader valuation checks. This raises the question of how much of the AI data center story is already reflected in the current price. Year to date, Riot Platforms is up 59.1%, which indicates investors have already priced in a meaningful shift in sentiment toward the stock. The expanded AI and high performance computing leasing opportunity tied to AMD and Anthropic can support long term revenue...
Texas Instruments and Qualcomm offer different paths to AI growth and dividend income, but which chip stock gives investors the better setup?
Today, July 24, 2026, shares fell almost 8% as strong premarket momentum evaporated as investors refocused on increasing capex plans.
Intel beat forecasts by $1.7B and still lost 11%. Oil, rates, and chip selling explain it better. What has Jim Cramer got to do with it?
Alphabet's revenue towers over AMD, but AMD's growth rate tells a different story over the past eight quarters.
Wall Street viewed the company's latest AI presentation more positively than expected, though financing concerns weighed on the stock.
AMD earned plaudits from Wall Street for its latest processors and computer systems for artificial intelligence.
It makes sense for tech companies to work together in the age of AI, no?
Baird doubled its price target on AMD stock to $1,250, while UBS, Bank of America, Roth Capital and Jefferies also lifted their targets.
AMD Wins Fresh AI Vote of Confidence as Top Analysts Lift Price Targets
AMD has already had one of the best years of any stock in the market. Up more than 170% year-to-date. A market cap pushing toward $1 trillion. A server CPU business that's been quietly taking share from Intel while the GPU story was getting all the headlines. Wells Fargo analyst Aaron Rakers raised ...
Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly controls the missing piece keeps landing the biggest hyperscaler contracts in the industry.
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) saw its price target raised to $600 from $450 by Wedbush following the chipmaker’s Advancing AI 2026 event, with the analysts writing that new partnerships and improving supply chain conditions increased confidence in the company’s data center...
Every time Broadcom sells off, one investor keeps adding shares without hesitation, and his reasoning goes beyond the AI chip hype to a specific price point where the math stops making sense.
Intel just posted the kind of quarter that rewrites a narrative, but the stock has already pulled back sharply from its recent peak, leaving investors to decide whether this is a second chance or a warning sign.
Advanced Micro Devices (AMD) raised its estimates for the total addressable markets of graphics proc
AMD CEO Dr. Lisa Su said that demand for AI isn't slowing down "at all."
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.
AMD (AMD) CEO Lisa Su chats with Yahoo Finance Executive Editor Brian Sozzi about her observations on current AI demand.
Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.
Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.
The Texas A&M Engineering Experiment Station (TEES) has awarded Dell Technologies (NYSE:DELL) a contract to develop a new artificial intelligence and high-performance computing platform known as IGNITE, a project backed by funding from the State of Texas. The new infrastructure is expected to strengthen advanced research capabilities across multiple scientific, engineering and national security fields.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
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