Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
This fast-growing AI chip company could become a multibagger once again.
Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we
Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”
AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where the company believes AI infrastructure spending lands next, including one ticker most investors will never think to check.
AMD's stock is valued at a far higher premium than Nvidia's.
Custom silicon may open another path into hyperscaler spending
The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
AMD shares fell after rising yields pressured chip stocks despite 107% data-center revenue growth.
Price targets on Advanced Micro Devices have shifted into a much wider range, with recent updates running from about US$450 up to US$1,250 as analysts revisit their assumptions. Those higher and lower targets reflect very different views on how AI infrastructure demand, data center products, and new partnerships might be reflected in AMD’s valuation over time. In the sections that follow, you will see how to interpret these moves and track the evolving story around AMD with more...
Uncertainty over the Middle East, inflation and the Fed has sent bond yields soaring — and created a big headache for tech stocks.
Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...
Advanced Micro Devices Inc. (NASDAQ:AMD) fell 5% Tuesday, with Broadcom Inc. (NASDAQ:AVGO) and Meta Platforms Inc. (NASDAQ:META) both around 3% and NVIDIA Corp. (NASDAQ:NVDA) off 2%, as the 30-year Treasury yield hit its highest level since 2007. This is not...
AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap with Nvidia depends on a question nobody in the industry has answered yet.
A TPU partnership would reshape custom silicon.
Nvidia stock was slipping early Tuesday amid headwinds for the entire semiconductor sector. Nvidia shares were down around 2.6% in late-morning trading. Meanwhile, Wood sold 25,917 shares of AMD across largely the same funds.
Nvidia stock was slipping early Tuesday amid headwinds for the entire semiconductor sector. Nvidia shares were down around 2% in early trading. Meanwhile, Wood sold 25,917 shares of AMD across largely the same funds.
Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall Street.
The transactions extend a recent pattern of ARK increasing its exposure to Nvidia while selectively reducing its AMD holdings.
Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI deployments and is built around AMD’s MI series accelerators. The partnership with Spectro Cloud and Supermicro focuses on simplifying rollout of enterprise AI infrastructure for corporate IT teams. For readers looking to compare AMD’s move with other companies building out AI infrastructure,...
Microsoft and AMD are deepening their relationship.
AMD's year-over-year growth is accelerating while monday.com's is slowing, but the latter posted consistent quarter-over-quarter revenue increases.
JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...