AMD is enjoying strong momentum heading into its next earnings report in early November. AMD's MI450 Instinct chips launching next year are a major growth catalyst.
Qualcomm Incorporated has entered the AI accelerator market, launching AI200 and AI250 chips to compete with Nvidia and AMD in data centers. QCOM's new products, set for 2026-2027, leverage its NPU technology and offer high memory capacity and energy efficiency for large language models. Despite recent stock gains, QCOM stock remains undervalued relative to peers, with strong financials and a h...
UBS analysts see potential upside to Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s third quarter 2025 financial results, driven by strong server and client central processing unit (CPU) demand. In a note to clients on Monday, the analysts wrote that AMD's full year revenue guidance could hit $9.5 billion, above their $9.3 billion forecast, boosted by renewed server upgrade activity as the...
The US Department of Energy (DOE) has announced a $1 billion partnership with Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) to develop two next-generation supercomputers aimed at addressing major scientific and technological challenges, including nuclear energy, cancer research, and national security. The first system, named Lux, is scheduled to be operational within six months and will feat...
Advanced Micro Devices is positioning itself for accelerating growth in its data center chip business. Better-than-expected demand for the iPhone 17 says a lot about Apple's competitive advantage.
The U.S. has formed a $1 billion partnership with Advanced Micro Devices to construct two supercomputers that will tackle large scientific problems ranging from nuclear power to cancer treatments to national security, Energy Secretary Chris Wright and AMD CEO Lisa Su told Reuters.
Qualcomm announced that it will release new AI accelerator chips. Nvidia has dominated the market for AI chips, with AMD seen as the second-place player.
With the "framework" for a U.S.-China trade deal now reportedly established, the VanEck Semiconductor exchange-traded fund (ETF) (SMH) is up 2% and at a record high of $358.21, on the prospect of avoiding the new 100% tariff on China exports.
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