Rubrik is integrating AMD EPYC processors to enhance its data security platform, deliver cost-effective AI solutions, and expand deployment in cloud environments.
Taiwan Semiconductor is considering building a gigafab in UAE, seeking diversification and access to AI chip market. Talks with Trump admin failed.
AMD shares rose Thursday, benefiting from Nvidia's strong earnings and broad investor confidence in AI. The semiconductor sector, including AMD, gained on robust AI demand and global chip investments.
AMD acquired Enosemi to expand its photonics capabilities for next-gen AI systems. Deal's financial terms undisclosed. AMD stock up 3.38% premarket.
Nvidia shrugged off an $8 billion hit from China export curbs by raising guidance, as soaring demand for Blackwell chips and AI infrastructure fuels record growth.
Japan's proposed $7 billion chip import plan could boost U.S. semiconductor giants like Nvidia and AMD as part of broader trade talks with Washington.
Shares of NVIDIA and AMD surged as Trump postponed EU tariffs, boosting tech stocks and U.S. markets.
Nvidia (NVDA) still dominates AI training, but AMD is emerging as the king of everything else. Strong technicals and analysts' bullishness indicate potential for 30% upside. AMD's focus on inference and open, modular approach may make it a smarter choice for the evolving AI infrastructure.
Nvidia reports earnings this week as analysts brace for possible downside guidance due to China's H20 chip restrictions. Here's what investors need to know.
BofA Securities analyst maintains Buy rating on Nvidia with $160 price target.
BofA Securities on Thursday noted two key recently announced AI scale-up interconnect protocols: Nvidia Corp’s (NASDAQ:NVDA) NVLink Fusion and the Advanced Micro Devices, Inc (NA
A top executive at Advanced Micro Devices Inc. (NASDAQ: AMD) made a sizable open market purchase in the stock this week, signaling confidence in the chipmaker's prospects, amid strengthening fundamentals and easing geopolitical pressures.
AMD and Nvidia are in a heated AI arms race, making ETFs with high exposure to the chip wars a good bet. AMD launched new gaming chips, while Nvidia signed a historic deal with Saudi Arabia.
Advanced Micro Devices Inc. (NASDAQ: AMD) shares were up nearly 2% on Wednesday before pulling back as the broader market turned lower. Here's a look at what happened.
AMD stock has underperformed Nvidia stock in recent years. Things could change if AMD's new graphic cards can help the company compete more against the giant.
Bank of America Securities analyst Vivek Arya maintained a Buy rating on AMD with a price target of $130 on Tuesday.
At Computex 2025, AMD introduced new Radeon graphics cards and Ryzen Threadripper processors, showcasing its vision to empower creators.
Elon Musk's xAI plans to deploy 1 million GPUs near Memphis, a $30–$40 billion investment that could make Nvidia the biggest winner, says analyst Gene Munster.
China has threatened legal action against any individual or organization assisting with or implementing U.S. semiconductor restrictions, escalating tensions in the ongoing tech rivalry between the world's two largest economies.
Shares of Advanced Micro Devices and Nvidia are moving higher in Tuesday's after-hours session after Tesla CEO Elon Musk announces that the company expects to purchase "a lot" of GPUs from the chip companies.
Marjorie Taylor Greene disclosing buying 19 different stocks in a new filing. The buys come less than two weeks after the purchase of 50 different stocks.
Intel explores selling network and edge businesses to focus on PC and data center chips. CEO plans to build on core competencies, stock down 33%.
Nvidia's investment in PsiQuantum could ignite the quantum computing fire and boost interest in AI and quantum ETFs like QTUM and WTAI.
BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp. (NASDAQ:NVDA) with a price forecast of $160 on Monday.
Marvell Tech (MRVL) to collaborate with Nvidia (NVDA) on custom cloud platform silicon, offering NVLink Fusion technology for accelerated AI solutions.
AMD selling ZT Systems' data center manufacturing business to Sanmina for $3 billion in cash & stock. Sanmina to become preferred NPI partner for AMD's AI solutions.
David Sacks and OpenAI CEO Sam Altman defended Donald Trump's AI chip deals with Gulf states, calling them a strategic win over China despite bipartisan concerns about national security risks.
U.S. and China cut tariffs by 115 points, sparking a stock rally and improving trade outlook. Trump secures $2 trillion in Gulf deals.
Senator Chuck Schumer warned that Trump-backed AI chip deals with Saudi Arabia and the UAE could risk U.S. tech secrets falling into China's hands, undermining national security and export restrictions.
Intel's volume of processors for external customers using new technology is insignificant, CFO says. Stock down 31% in 12 months due to AI competition.
AMD's stock surges 21% in past month on $6 billion buyback plan, recent wins and strong technical signals, with more potential for growth.
Trump admin reached preliminary deal with UAE to import 500,000 Nvidia's AI chips annually through 2027-2030; also announced $600B investment package from Saudi Arabia.
U.S. stock futures were lower on Thursday after a mixed close on Wednesday. Futures of benchmark indices were trading lower in premarket.
