Tag: Advanced Micro Devices Inc
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Hold or sell Nvidia is a popular question, but there’s a better one investors should ask
Inside Edge Capital’s Todd Gordon ponders the question of whether investors should sell-off their Nvidia stock after the chipmaker’s historic run.
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AMD to invest up to $5 billion in Anthropic as part of computing power deal
Anthropic’s agreement with AMD is the latest in a string of infrastructure deals the company has announced this year to increase its computing capacity.
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Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel
Nvidia released new information about its data center CPU, called Vera, that prospective customers need to fully evaluate the chip.
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CNBC Daily Open: Trump revives his tariff playbook with Canada
U.S. President Donald Trump has revived his signature solution to many of his perceived problems: tariffs.
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Tech stocks to buy after the big semiconductor pullback, according to UBS
UBS listed companies with share prices that have fallen sharply even as underlying fundamentals remain resilient.
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Don’t be fooled by an AI stock bounce. Charts suggest more downside ahead
Fairlead’s Katie Stockton says it might be wise reduce exposure to this AI trade.
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AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer
AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, OpenAI and Oracle.
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Bezos backs CuspAI as startup teams up with Nvidia to hunt for chipmaking materials
CuspAI is part of a new wave of companies looking to use AI to solve challenges in the physical world.
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Obscure volatility measure points to a ‘Magnificent Seven’ earnings breakout
If the S&P 500 is to make a new record, it may require the “Magnificent Seven” to get back into gear.
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Catching up in the AI race? India gets its second AI unicorn in a month
Two Indian AI startups have become unicorns in a month, which has raised hopes that the country could shed its reputation as an AI laggard.
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