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Credo Stock Has The Bull Case Changed As AEC Competition Grows
24.10.2026 05:15
Credo Technology Group is showcasing its OmniConnect Weaver memory gearbox on AMD's Versal AI Edge Series Gen 2 platform and has detailed a 1.6T ZeroFlap active light cable and a new OCP workstream for Short-Reach Micro-Emitter Optics that target future AI data center interconnect needs. In the same week that these products and collaborations were highlighted, fresh commentary about rising competition in active electrical cables and slower 1.6T adoption raised questions about how quickly...
Our Pick Of The Best AI Stocks In October 2026
22.10.2026 03:17
Record gas pipeline backlogs at Kinder Morgan underline a simple truth: AI needs real world plumbing. Data centers, chips and cloud services all run on energy, power lines and fiber that have to be built long before the next algorithm launches. That is where the physical picks and shovels of the AI buildout come in, and this article highlights three stocks from our infrastructure screener that aim straight at that theme. The three companies in focus below are just a sample from this theme...
Advanced Micro Devices (AMD) Lands New AI Infrastructure Builds In Europe And India
22.10.2026 01:22
Advanced Micro Devices (NasdaqGS:AMD) is supplying AI hardware for Generative Bionics’ planned physical AI data factory in Europe. Generative Bionics selected AMD Helios platforms to underpin what the partners describe as Europe’s largest robotics focused AI data facility. Cloud provider Vultr is working with AMD to build an AI supercluster in Chennai that it calls India’s largest AMD Instinct deployment. The Generative Bionics Helios buildout and Vultr’s Chennai AMD Instinct supercluster...
AMD’s Data Center Business Is Finally Delivering Profits. Can MU’s Rival Sustain the Momentum?
21.10.2026 15:25
Advanced Micro Devices, Inc.’s (NASDAQ:AMD) fastest-growing business is no longer the one most people associate with its name. In the June quarter, Data Center revenue reached $6.718 billion, overtaking the combined contributions of its PC, gaming, and embedded businesses. Two years of interest in AI accelerators have changed the balance of its accounts, and yet […]
Prediction: Nvidia’s Road to $1 Trillion in Annual Revenue Could Transform Its Stock
21.10.2026 14:30
Nvidia just posted triple-digit revenue growth and guided even higher, yet the stock sits barely above where it started the year. The question of whether shares can surge another 63% by 2027 comes down to three things that all have to go right at once.
AMD, QCOM Targets Raised While INTC, COHR Face Cuts — Susquehanna Sees ‘Modest Upside’ For Chip Earnings
21.10.2026 14:30
Susquehanna expects AI demand to drive semiconductor earnings upside in the third quarter, even as its price-target revisions diverge across major chipmakers.
Can Netlist's New LIGHTNING ULL DDR5 Boost Its AI Market Reach?
21.10.2026 12:30
NLST's new LIGHTNING ULL DDR5 modules promise lower memory latency for AI workloads, but can rising competition and wider adoption shape its market growth?
Supermicro stock jumps as server maker lifts revenue forecast
21.10.2026 12:24
Supermicro stock jumped in early trading as the company upped its gross margin guidance amid a record backlog of orders.
MindWalk Screens 890,634 Antibody Sequences for Immune Risk in Under Five Hours
21.10.2026 12:01
AUSTIN, Texas, October 21, 2026--MindWalk Holdings Corp. ("MindWalk") (NASDAQ: HYFT), a Bio-Native AI company, today published a white paper showing that its LensAI™ immunogenicity screening ran across an entire public antibody database of 890,634 sequences in 4 hours and 41 minutes on Amazon EC2 Hpc8a instances powered by 5th Gen AMD EPYC™ processors, delivering up to 43% lower cost per sequence than a comparable Intel configuration running identical code.
Ken Griffin Calls AI a Bubble After Citadel Bought the Dip
21.10.2026 10:55
Citadel’s Ken Griffin says AI is almost certainly in a bubble, even as Citadel profited buying an AI fund’s portfolio during the selloff.
Advanced Micro Devices (AMD) Stock Plummeted 13% Last Week. Should You Buy the Dip Before Nov. 3?
21.10.2026 10:24
AMD stock still looks expensive heading into its critical third-quarter earnings report.
Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure
21.10.2026 10:00
Generative Bionics, a deep-tech company developing humanoid robots for industrial applications, today announced at CES Unveiled Milan its plan to build a proprietary, multi-site Physical AI Data Factory designed to move humanoid robotics from laboratory demonstrations to reliable industrial deployment and to advance European humanoid sovereignty, ensuring that the data, models and know-how behind Europe's industrial humanoids are generated, trained and validated on the continent.
Susquehanna Maintains Positive on Advanced Micro Devices, Raises Price Target to $620
21.10.2026 08:41
Susquehanna analyst Christopher Rolland maintains Advanced Micro Devices (NASDAQ:AMD) with a Positive and raises the price target from $550 to $620.
Vultr and AMD Expand Global Collaboration with New AI Infrastructure in India
21.10.2026 05:30
CHENNAI, India, October 21, 2026--Vultr, the world’s largest privately-held cloud infrastructure company, today announced a major expansion of its AMD powered infrastructure for enterprise and sovereign cloud initiatives. Vultr will deploy AMD Instinct™ MI355X GPUs in a new 20 MW supercluster in Chennai, India, creating the country’s largest AMD Instinct deployment and giving Vultr two of the world’s largest AMD AI infrastructure deployments globally, alongside its flagship supercluster in Sprin
SOAR AI’s Ohio AI Compute Campus on Track for December 31 In-Service Date, with Contracted Revenue Expected to Begin January 2027
20.10.2026 12:05
NORTH CANTON, Ohio, October 20, 2026--SOAR AI, Inc. (NYSE American: SOAR), formerly known as Volato Group, Inc. ("SOAR AI" or the "Company"), today provided a construction update on its AI compute campus in Chillicothe, Ohio. Low-voltage data hall transformers and cooling plant equipment are being installed this week, and the Company remains on schedule to place its first 4,096 AMD Instinct™ MI355X GPUs in service on December 31, 2026, with customer revenue expected to begin in January 2027.
NVIDIA Keeps Falling and Wall Street Won’t Move Its Target. Is It Time To Buy?
20.10.2026 12:00
NVIDIA just doubled its revenue yet the stock keeps sliding, and Wall Street still refuses to budge its price target. Something in that gap between the business and the share price tells a story worth understanding before the next earnings report.
CoreWeave, SpaceX, Netflix, IREN, AMD, and More Stocks That Explain Today’s Market
20.10.2026 10:41
Tech stocks were getting hit again ahead of the open Tuesday as fears over artificial-intelligence spending snapped back into focus.
3 Growth Stocks with Explosive Upside
20.10.2026 08:37
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
Semiconductor (Silicon) Intellectual Property (SIP) Market Forecasts Growth from $7.3 Billion (2024) to $9.2 Billion by 2030, Profiling Arm, Cadence Design Systems, AMD, Ceva & 67 Other Key Players
20.10.2026 08:29
Just Released 443-Page Report Shows Processor IP Reaching $5.6 Billion by 2030 as AI, 5G and System-on-Chip Designs Drive Demand for High-Compute IP, With the U.S. Market Valued at $2 Billion in 2024Dublin, Oct. 20, 2026 (GLOBE NEWSWIRE) -- "Semiconductor (Silicon) Intellectual Property (SIP) - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering. Global Semiconductor (Silicon) Intellectual Property Market to Reach US$9.2 Billion by 2030 The global Semiconductor
Sterling and BitRipple Partner to Deliver Super Intelligence Efficiency and Communication Acceleration
15.10.2026 15:00
NORTH SIOUX CITY, S.D. & BERKELEY, Calif., October 15, 2026--Sterling and BitRipple Partner to Deliver Super Intelligence Efficiency and Communication Acceleration on NVIDIA and AMD platforms.