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UBS hurries to reset AMD stock target on key AI Day signals
26.07.2026 13:03
Wall Street usually takes a few days to digest a product event. However, UBS took less than one. Advanced Micro Devices (AMD) concluded its Advancing AI 2026 keynote in San Francisco on July 23. By the following morning, UBS analyst Timothy Arcuri had already raised his price target on the ...
Intel's Best Days Are Still Well Ahead (Rating Upgrade)
26.07.2026 09:37
Intelâs turnaround is boosting data center CPU growth and margins.
AMD: Finally Competing With Full-Rack Solutions, Maintain Buy
26.07.2026 08:31
AMD (NASDAQ:AMD) unveiled its Helios rack-scale solution, claiming a 30% improvement in inference tokens per dollar versus Nvidia.
Is Riot Platforms (RIOT) Too Pricey For Its AI Data Center Push?
25.07.2026 01:11
Riot Platforms has delivered a 59.1% gain year to date, yet the stock screens as expensive on broader valuation checks. This raises the question of how much of the AI data center story is already reflected in the current price. Year to date, Riot Platforms is up 59.1%, which indicates investors have already priced in a meaningful shift in sentiment toward the stock. The expanded AI and high performance computing leasing opportunity tied to AMD and Anthropic can support long term revenue...
Texas A&M selects Dell Technologies to develop new AI supercomputing platform
24.07.2026 14:10
The Texas A&M Engineering Experiment Station (TEES) has awarded Dell Technologies (NYSE:DELL) a contract to develop a new artificial intelligence and high-performance computing platform known as IGNITE, a project backed by funding from the State of Texas. The new infrastructure is expected to strengthen advanced research capabilities across multiple scientific, engineering and national security fields.
This Eric Trump-Backed Startup Just Got AMD's Chips for Its Humanoid Robots— Now It's Building Military Versions Too, Reviving Conflict-Of-Interest Fears
24.07.2026 09:07
Eric Trump-backed Foundation Future Industries will use AMD chips for $100,000/year. AMD's X100 family targets physical AI for robots.
AMD: Management's Guidance Implies GPUs Are The Main Story For Now
24.07.2026 07:51
Advanced Micro Devices, Inc. is rated a buy, with a fair value range of $550â$690, driven by secular AI compute demand and expanding CPU and GPU TAM. Learn more about AMD stock here.
AMD Stock Could Surge 48% as Daniel Newman Calls It a 'Top Conviction'—Patrick Moorhead Sees $200 Billion Server CPU Market
24.07.2026 06:50
Following Advanced Micro Devices Inc.’s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology analysts are issuing aggressive price targets and bullish forecasts for the chipmaker. Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring “AMD is one of our top convictions.” At the same time, Moor Insights & Strategy chief analyst Patrick Moorhead highlighted projections indicating the server CPU market will surge past
AMD Stock Gains Overnight: Analysts Laud Chipmaker's ‘Server Leadership’ After Strong Helios, Customer Updates
24.07.2026 05:36
AMD offered bullish projections for the AI server market, announced customer partnerships, and said its Helios rack had gone into full production.
AMD expected to launch next generation of AI infrastructure to challenge Nvidia
23.07.2026 10:06
Advanced Micro Devices is set to launch a raft of AI hardware that will rival Nvidia on Thursday at an event at a downtown convention center in San Francisco. AMD is attempting to capture market share from Nvidia in the fast-growing data center chip sector, especially for so-called inference computing, which is the data crunching that occurs when a user queries a chatbot such as OpenAI's ChatGPT. AMD is expected to show off the company's data center hardware that includes its first-generation server racks called Helios, which it is marketing as a rival to a similar design from Nvidia, which is rolling out its second-generation product this year.
Anthropic selects AMD Helios for 2GW GPU AI infrastructure
23.07.2026 09:04
AMD has also committed to a strategic equity investment of up to $5bn in Anthropic as part of the agreement.
AMD: The Full-Stack AI Opportunity
23.07.2026 01:40
AMD's flexible, customizable AI infrastructure positions it as a strong alternative to Nvidia. Click here to read why AMD stock is a Buy.
2 Profitable Stocks for Long-Term Investors and 1 Facing Headwinds
21.07.2026 11:50
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Stock Market Today: Sandisk, Micron, AMD Jump As AI Rebounds; GM, 3M Lead Earnings Movers
21.07.2026 11:42
Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.
AMD vs. Broadcom: The Better AI-Chip Stock to Buy After the Sell-Off
20.07.2026 09:01
Both AI chip giants are on sale. Only one of them looks cheap.
Bezos Backs AI Startup to Discover New Materials for Chipmaking
20.07.2026 05:00
(Bloomberg) -- Producing the world’s most in-demand semiconductors requires enormous amounts of energy and access to rare minerals. CuspAI, a two-year-old British startup, has raised nearly half a billion dollars on its bet that artificial intelligence can improve that process. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC
The MANIA Stocks Are Tanking. Here's How to Take Advantage of Semiconductor Volatility.
20.07.2026 03:30
While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.
Cathie Wood sells $11.7 million of tumbling semiconductor stock
20.07.2026 02:33
Cathie Wood, head of Ark Investment Management, has built a reputation for backing artificial intelligence stocks. But even her highest-conviction holdings aren't immune to profit-taking. That's exactly what she's doing with AMD this week, selling more shares after the chipmaker's recent pullback. ...
The $350-a-Year Tax Trap Inside this Semiconductor ETF Everyone Knows
18.07.2026 00:33
SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they quietly surrender each year just for the privilege of owning it.
Driving the Agentic AI Era: MiTAC Computing Showcases Comprehensive AI Infrastructure at WAIC
17.07.2026 05:30
MiTAC Computing Technology Corporation, a global leader in high-performance and energy-efficient server solutions, and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), officially showcased today at the World Artificial Intelligence Conference (WAIC) 2026, under the core theme "Liquid Cooling. Infinite Compute. Sustainable Future," MiTAC Computing is presenting its comprehensive server portfolio and ultra-high-density liquid-cooled rack solutions at booth H2-C1327.