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Oracle Moves Deeper Into AI Plumbing With Expanded Beam Standards Role
Simply Wall St.95d agoneutral
Oracle Moves Deeper Into AI Plumbing With Expanded Beam Standards Role

Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects in data centers. The initiative targets reliability, scalability, and faster deployment of hyperscale AI infrastructure. Oracle enters this standards effort with NYSE:ORCL trading at around $188.16 and a 1 year return of 20.9%. Over 3...

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AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD)
InvestorsHub95d agoneutral
AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD)

Advanced Micro Devices (NASDAQ:AMD) announced that it has started ramping production of its sixth-generation AMD EPYC processors, known by the codename “Venice,” using Taiwan Semiconductor Manufacturing Company’s 2-nanometer manufacturing process. AMD said the launch makes Venice the first high-performance computing processor in the industry to enter production using TSMC’s advanced 2nm process technology.

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Bloomberg95d agoneutral
Taiwan Seeks to Detain Three in Nvidia Smuggling Crackdown

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas

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Is It Too Late To Consider AMD (NasdaqGS:AMD) After Its 299% One Year Surge?
Simply Wall St.95d agobullish
Is It Too Late To Consider AMD (NasdaqGS:AMD) After Its 299% One Year Surge?

This article explores whether Advanced Micro Devices at US$447.58 is priced for perfection or still offers value, by examining what the current share price could be indicating. The stock has recorded returns of 0.5% over the past 7 days, 62.8% over the last 30 days, 100.3% year to date and 299.4% over the past year. These figures naturally raise questions about how much potential upside or risk is already reflected in the price. Recent coverage has highlighted Advanced Micro Devices as a key...

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AMD (AMD) Stock Trades Down, Here Is Why
StockStory95d agoneutral
AMD (AMD) Stock Trades Down, Here Is Why

Shares of computer processor maker AMD (NASDAQ:AMD) fell 2.6% in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report.

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AMD says it will invest over $10 billion across Taiwan's AI ecosystem
Reuters96d agoneutral
AMD says it will invest over $10 billion across Taiwan's AI ecosystem

Advanced Micro Devices ‌said on ‌Thursday it would ​invest more than $10 billion across Taiwan's AI ecosystem ‌and ⁠widen strategic partnerships as it ⁠looks to expand its ​manufacturing ​capabilities. The ​U.S. chip ‌firm will collaborate with Taiwanese firms ASE and SPIL to develop ‌more power-efficient ​technology ​for ​AI systems ‌and processors, it ​said ​in a statement.

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Nvidia bets on new data center chips as sales outlook tops estimates
Reuters Videos96d agobullishVIDEO
Nvidia bets on new data center chips as sales outlook tops estimates

<body><p>STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth.&nbsp;</p><p>The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.</p><p>For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.</p><p>That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications.&nbsp;</p><p>Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.</p><p>He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.</p><p>He added that the company's new "Vera" central processors give it access to a $200 billion market.</p><p>Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.</p></body>

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Riot Platforms Links Bitcoin Mining With AI Data Center Growth
Simply Wall St.96d agoneutral
Riot Platforms Links Bitcoin Mining With AI Data Center Growth

Riot Platforms (NasdaqCM:RIOT) is expanding its role in the AI value chain as AMD confirms a major 10 year AI infrastructure expansion at data centers operated by Riot. AMD plans to double its capacity at Riot facilities, signaling concrete AI related demand beyond Riot's core bitcoin mining business. Bernstein analysts have recently assigned outperform ratings, pointing to Riot's access to power rich data center hubs as a key advantage for AI workloads. For investors tracking...

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Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Bloomberg96d agoneutral
Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

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Stocks Finish Sharply Higher on Iran Hopes
Barchart96d agoneutral
Stocks Finish Sharply Higher on Iran Hopes

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

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AMD MI350P PCIe GPUs Extend AI Reach Into Enterprise Data Centers
Simply Wall St.96d agoneutral
AMD MI350P PCIe GPUs Extend AI Reach Into Enterprise Data Centers

AMD (NasdaqGS:AMD) introduced Instinct MI350P PCIe GPUs, aimed at generative and agentic AI workloads in enterprise data centers. The GPUs are designed for air cooled, PCIe based servers to fit into existing data center infrastructure. Dell Technologies plans to begin initial deployments of the MI350P PCIe GPUs in its PowerEdge platforms starting July 2026. For investors watching AMD (NasdaqGS:AMD), the Instinct MI350P PCIe launch adds another piece to the company’s wider AI data center...

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Cathie Wood dumps more semiconductor stocks in blindsiding move
TheStreet96d agoneutral
Cathie Wood dumps more semiconductor stocks in blindsiding move

Cathie Wood built much of ARK's 2026 comeback on semiconductors. Now she keeps selling them. On Monday, May 18, her ARK Invest funds sold more than $28 million of Advanced Micro Devices (AMD) and Taiwan Semiconductor stock (TSM), two names that still rank among the top holdings in her flagship ...

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AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?
24/7 Wall St.96d agobullish
AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 8% in midday trading on Wednesday, leading the large-cap chip complex. The stock is bouncing off a soft week, with AMD shares having pulled back 8% over the prior five sessions before today’s surge. Intel (NASDAQ:INTC) is also higher, up 6.5% intraday after reports of talks to ... AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

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