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Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting members need to know which lane to own before the back half of 2026.
Spear Invest founder and chief investment officer Ivana Delevska explains where she sees the biggest opportunities for investors in the tech space in the coming years.
Cerebras Systems recently reported significant growth in its AI chip and cloud businesses, with its cloud revenue nearly quadrupling year-over-year in the second quarter of 2026. This growth highlights the increasing demand for fast AI inference, a pivotal development in the AI chip industry. In response to this demand, Cerebras is expanding its data center and manufacturing capacities significantly, aiming to scale its operations further. Additionally, strategic partnerships with industry...
The producer price index rose 4.7% in July 2025 after a 5.5% annual increase in June.
AMD's balance sheet makes timing of move especially intriguing
BofA sees server CPUs topping $210 billion by 2030.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion. It plans to direct a significant share of the proceeds toward AI infrastructure, including a major partnership with Anthropic. If completed, this would be AMD's largest corporate bond offering to date and would extend its AI plans beyond internal product spending or acquisitions. Consider reviewing other AI infrastructure related stocks that...
BofA delivers bullish verdict on AMD and Nvidia as AI infrastructure evolves
The data-center opportunity is becoming much broader than GPUs
The chipmaker has had a great year, but its valuation has gotten ahead of its results.
Advanced Micro Devices Inc. is preparing to raise up to $5 billion in its largest-ever investment-grade debt offering to fund capital demands driven by the rapid growth of artificial intelligence.
Advanced Micro Devices on Thursday launched a four-part debt offering that could raise between $4 billion and $5 billion, according to terms reviewed by Reuters, as the chipmaker looks to fund general corporate purposes and potentially repay existing debt. The offering includes senior unsecured notes due in 2029, 2031, 2033 and 2036. Initial price discussions were set at about 70 basis points over U.S. Treasuries for the 3-year notes, 90 basis points for the 5-year tranche, 100 basis points for the 7-year notes and 115 basis points for the 10-year debt.
Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new
Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.
Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]
SpaceX just pledged its AI chip loyalty to Nvidia, leaving AMD on the outside looking in. Whether Lisa Su has a smart counter-move or just a shrinking customer list depends on what happens next.
Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers.
Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps getting pressed.
AMD’s second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter’s results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted “record server CPU revenue” and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ran
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories.
Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off
AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve.
AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.
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