#AMD

AMD fell 3.7% and Intel 4% while Nvidia held near flat. The market is separating chipmakers that can pass on rising input costs from those that cannot.

AMD and Cerebras will split AI inference across Helios racks and the Wafer-Scale Engine. The 5x per-watt claim is modelled against Cerebras-only hardware.

AMD stock dropped 6.9% on July 1, erasing $65 billion, after Meta's cloud plan raised questions about the 6GW MI450 deal that powered AMD's 2026 breakout.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

AMD’s ZT Systems and Sanmina moves create a sharper stock question: can Helios turn open AI racks into high-quality gross profit?

AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.

AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.

The best AI stocks for 2026, ranked across chips, cloud and software. See each company's AI moat, the real risks, and how to build a balanced AI portfolio.

Micron Technologies had fallen by 7.99% to reach $379.68 in the last trading session. The observed decline can be traced down to poor macro-economic

On 27 February 2026, the shares of Dell Technologies Inc. have gone up over 20%, thus quelling the concern previously held about the strategic shift of

NVIDIA is now facing a difficult situation with emerging threats to its business in China. More recent regulatory actions have increased concerns about

Micron Technology has become one of the strongest players in the artificial intelligence (AI) chip business this year. This is due to a sharp rise in

AMD’s FSR 4 AI upscaling is officially exclusive to RDNA 4 (RX 9000). Explore the performance benchmarks, the leaked INT8 workaround for RDNA 3, and what’s next for Radeon users.

Intel and AMD have posted warnings on the dire shortages of server CPUs, which have an imminent negative effect on the Chinese buyers; the lead-time is

During the 2026 Consumer Electronics Show (CES), AMD also made a direct competitor to Nvidia through the introduction of the Helios AI Rack, which it sold

David Tepper is not just a random billionaire who manages a huge fund and has bigger opinions. He is one of those rare players on Wall Street whose...

Valve has announced a new living room gaming device, which tends to combine the flexibility of PC gaming with the convenience of the console in a...

Intel's Panther Lake leaks reveal cost-cutting moves and AI struggles. The company's loss of momentum highlights the growing dominance of AMD, Nvidia, and Apple.

AMD expands its global semiconductor presence with a new 209,000 sq. ft. advanced engineering lab in Penang, Malaysia. The facility will drive innovation in high-performance computing, AI, and chip design, strengthening AMD’s position against Nvidia and Intel.

AMD set the scene at Computex 2025 in Taipei on May 21, uncovering new graphics cards intended for the budget-friendly consumer base, along with

At Computex 2025, AMD debuted its 9060 XT GPU. The midrange GPU will be Nvidia's 5060 Ti's direct rival, competing with it on nearly every spec. The 9060

With its upcoming Radeon Pro W9000 workstation GPU, AMD intends to go after Nvidia with the RTX Pro 6000 Blackwell GPU. Priced for "real world"