INTC surges 100% in a year as AI-driven data center growth, ASIC gains and AI PC momentum fuel results, but risks loom.
・Intel trades above its average price target, implying about 22% downside, while AMD offers nearly 13% upside with a stronger Wall Street consensus. ・Intel flagged a “hand-to-mouth” Q1 as supply and ...
Advanced Micro Devices (AMD) stock plummeted more than 17% on Wednesday, despite posting better-than-anticipated Q4 earnings and a strong Q1 outlook. While the company saw year-over-year growth in its ...
AMD stock was down about 2.5% in midday trading, recovering slightly after falling as much as 5% earlier in the session. The pullback followed reports that production of the company’s Instinct MI455X ...
Traders were looking for a reason to take their gains off the table.
Nasdaq plunged 300+ points as key AI and chip stocks sold off sharply. Nvidia fell over 3%, AMD dropped more than 15%, Palantir slid nearly 12% and Intel lost about 4%. Weak guidance from AMD and ...
The chipmaker will additionally give Nutanix up to $100 million to fund the joint initiatives, which are meant to develop and ...
Near-term execution risks are rising as memory cost inflation limits CCG visibility, while acute Xeon supply constraints also limit Intel's ability to capitalize on renewed server CPU demand. This is ...
AMD, led by CEO Lisa Su, is seeing momentum for its server CPUs. Advanced Micro Devices shares haven't seen this sort of momentum in almost six years, judging by one statistic. The stock (AMD) rose ...
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AMD will purchase $150 million in Nutanix stock and fund up to $100 million for Nutanix to use on joint engineering initiatives and go-to-market collaboration.
The cheaper valuation gives Lam room for more upside this year, especially considering that it doesn't face the competitive pressures that AMD has to. So, there is a good chance of Lam being the ...