Tag: Advanced Micro Devices Inc
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AMD buys chip startup that hardwires AI models into its silicon
Taalas’ current chip runs a small version of Meta’s Llama 3.1, though the company is working on chips for bigger and more advanced models.
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We’re adding a critical enabler of AI computing to our Bullpen watchlist
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Asia tech sell-off has not derailed AI investment cycle, J.P. Morgan says
The recent 25%-30% correction in Asian tech stocks and the Philadelphia Semiconductor Index marks the third major drawdown since the upcycle began in late-2022.
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Alphabet slumps on more AI brain drain. We’re not too worried
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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SpaceX’s earnings are not helping its stock, but Nvidia is getting a boost
Hyperscalers’ pain at the level of capex is a chipmaker’s potential gain
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We’re adding to our position in a chipmaker as the AI trade regains its footing
The stock is still well below levels it traded at last month after earnings.
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AMD to outperform despite post-earnings slide, Wall Street analysts say
Advanced Micro Devices’ shares traded lower after its strong second-quarter earnings report, but the stock should have more room to run, per several analysts.
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AMD plummets 8% in premarket trading despite beating expectations
The chip giant has been a big beneficiary of the AI boom, with stock trading 132% up so far in 2026.
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CNBC Daily Open: Mixed messaging on Iran-U.S. possible deal — but markets are cheering
Developements relating to the Strait of Hormuz remain in focus, amid op Washington and Tehran could reach a deal to open the Strait of Hormuz on Tuesday or Wednesday, U.S. Treasury Secretary Scott Bessent told CNBC.
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AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s Data Center unit is driving the company’s growth, up 107% over last year.
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