Tag: Advanced Micro Devices Inc
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Oil prices, PepsiCo earnings, SpaceX’s rough ride and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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SpaceX is racing toward orbital data centers. Here are ways to play this emerging technology
SpaceX’s push toward orbital data centers opens new avenues for AI infrastructure. Wall Street is already mapping the stocks that could benefit.
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BlackRock says the China AI play is stock-specific, not a regional trade
BlackRock Investment Institute laid out its views Monday on the AI bubble debate.
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Semiconductor stocks are flashing warning signs of a possible top. What to watch
A reckoning may be on the horizon for semiconductor manufacturers.
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What caused the pre-holiday chip stock slump and what to do about it
The problem is that we have seen this horror movie before.
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Macquarie says now is the ‘best time’ to buy Chinese AI chip stocks. This one’s its favorite
Macquarie began research coverage of five Chinese companies making chips for artificial intelligence applications.
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Nvidia offers start-up customers chance to swap compute power for revenue share
Nvidia says it will give start-ups the chance to swap access to compute power for a slice of future profits under a new program aimed at AI-focused firms.
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Chip stocks that notched record rallies in second quarter start Q3 with a dud
Memory maker Micron, which jumped over 240% in the second quarter, dropped 11% on Wednesday, wiping out nearly $200 billion of market capitalization.
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CNBC Daily Open: AI demand fuels investors’ portfolios while oil posts biggest monthly decline
The tech space continues to be fueled by rising artificial intelligence demand, with investors piling their portfolios in the technology, while Amazon Web Services dabbles with Forward Deployed Engineering units to better compete with OpenAI and Anthropic.
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Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter
Wall Street poured into chipmakers not named Nvidia in the second quarter, as the artificial intelligence boom expanded to include more suppliers.
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