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AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?
24/7 Wall St.90d agobullish
AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in early Tuesday trading, leading a broad lift across the chip complex. Intel (NASDAQ:INTC) is up 2%, while NVIDIA (NASDAQ:NVDA) is essentially flat. The move follows a price target bombshell from UBS on Micron Technology (NASDAQ:MU) this morning. UBS raised its Micron target to $1,625 from ... AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

S&P 500, Dow Eye Record Levels as Chip Stocks Rise
Barrons.com90d agoneutral
S&P 500, Dow Eye Record Levels as Chip Stocks Rise

The stock market is running hot, led by the tech giants. Both the S&P 500 and Dow are on pace to close at records. The last time the two major indexes settled at an all-time high on the same day was on Jan.

Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally
24/7 Wall St.90d agobullish
Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally

On a recent episode of the Earn Your Leisure podcast titled “The AI Boom Isn’t Over! Micron Technology Just Proved It!“, a panelist from the Market Moneys platform celebrated a multi-year call on memory that has paid off in spectacular fashion with a 2,000% personal return on Micron. The show also discussed the more important ... Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally

Had You Put $1,000 in AMD or Micron 10 Years Ago, Here’s What You’d Have Today
24/7 Wall St.90d agoneutral
Had You Put $1,000 in AMD or Micron 10 Years Ago, Here’s What You’d Have Today

Advanced Micro Devices (NASDAQ: AMD) and Micron Technology (NASDAQ: MU) both ride the same AI infrastructure wave today, but they got here on very different paths. AMD spent a decade clawing back relevance under Lisa Su. Micron spent it surviving the memory cycle’s brutal swings. A $1,000 bet on either stock a decade ago would ... Had You Put $1,000 in AMD or Micron 10 Years Ago, Here’s What You’d Have Today

Advanced Micro Devices, Inc. (AMD) Plans to Invest more than $10B in Taiwan’s AI Market
Insider Monkey91d agoneutral
Advanced Micro Devices, Inc. (AMD) Plans to Invest more than $10B in Taiwan’s AI Market

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Performing Stocks. On May 21, Reuters reported that Advanced Micro Devices, Inc. (NASDAQ:AMD) plans to invest in Taiwan, committing over $10 billion to its AI sector to expand chip production capacity and deepen partnerships. The company said it will work with Taiwanese packaging and testing provider […]

The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains
24/7 Wall St.91d agoneutral
The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs, so AI chips, these are the chipmaking companies, the storage companies, and the companies that are facilitating AI that are publicly traded. And ... The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

AI Chips Update - AI Platform Gausspeed Boosts Digital Content Workflow Efficiency
Simply Wall St.91d agoneutral
AI Chips Update - AI Platform Gausspeed Boosts Digital Content Workflow Efficiency

Global Mofy AI Limited has announced a significant development milestone for its generative AI platform, Gausspeed. This advancement integrates NVIDIA Omniverse with the company's extensive 3D digital asset library, enhancing the platform's ability to support professional digital content creation. By leveraging structured 3D digital assets and collaborative production pipelines, Gausspeed aims to provide scalable and efficient AI-assisted workflows for film, television, and other digital...

BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle
24/7 Wall St.91d agoneutral
BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on NVIDIA (NASDAQ:NVDA) is $350, against a stock trading around $215. Arya is making a longer call, and this might lead to other analysts also revising their estimates upwards in the coming days and weeks. From ... BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

1 Profitable Stock to Keep an Eye On and 2 We Avoid
StockStory91d agoneutral
1 Profitable Stock to Keep an Eye On and 2 We Avoid

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Anthropic To Become More Valuable Than Today's AMD, Sk Hynix And Micron? Crypto Prediction Market Is Fully Convinced
Benzinga91d agoneutral
Anthropic To Become More Valuable Than Today's AMD, Sk Hynix And Micron? Crypto Prediction Market Is Fully Convinced

Cryptocurrency punters are overwhelmingly betting that privately held AI company Anthropic will exceed a $1 trillion pre-IPO valuation by year-end. Anthropic Set To Enter Elite Club? Polygon (CRYPTO: POL)-based Polymarket increased odds to 99% that the San Francisco-headquartered firm will enter the “trillion-dollar club” in 2026, up from 50% a week before. The probability of Anthropic surpassing $1.1 trillion stands at 95%, while the odds of it topping $1.5 trillion have surged to 78% as of thi

Qorvo, Allegro MicroSystems, and Lattice Semiconductor Stocks Trade Up, What You Need To Know
StockStory93d agoneutral
Qorvo, Allegro MicroSystems, and Lattice Semiconductor Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after the broader market rallied on Iran peace progress and AI-linked growth names led the comeback in technology. Nvidia's Q1 results earlier in the week (beat-and-raise on $81.6B revenue with Q2 guidance of $89-92.8B and an $80B new buyback) initially produced a sell-the-news reaction, but the message digested over the next two sessions: AI capex is accelerating, not slowing.

AMD Taiwan Bet Links 2nm Venice CPUs To Future AI Demand
Simply Wall St.93d agoneutral
AMD Taiwan Bet Links 2nm Venice CPUs To Future AI Demand

Advanced Micro Devices (NasdaqGS:AMD) is committing over $10b to expand advanced packaging capacity and AI partnerships across Taiwan. The company is aligning this investment with the production ramp of its 6th Gen EPYC "Venice" CPUs on TSMC's 2nm node. The initiative targets future AI infrastructure and data center demand by deepening AMD's ties with Taiwan's semiconductor supply chain. For investors watching NasdaqGS:AMD, this move lands after a strong share price run, with the stock at...