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11.06.26 - 20:00
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Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475 (24/7 Wall St.)
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At $475.51, Advanced Micro Devices (NASDAQ:AMD) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story and the multiple has rarely been wider. AMD designs the CPUs and GPUs powering hyperscale AI factories, with EPYC server chips and Instinct accelerators now the company's ... Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475...
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11.06.26 - 16:24
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Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call (24/7 Wall St.)
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Shares of Intel (NASDAQ:INTC) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip names are rebounding after a rough stretch earlier this week. The catalyst is a bullish Bank of America research note projecting the total addressable market for server ... Intel Jumps 8%, AMD Rises 4% on Bank of America's $170 Billion Server-CPU Call...
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11.06.26 - 10:06
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Commentary: TSMC′s pricing power stays intact as AI demand keeps fabs full (Digitimes)
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Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating costs, adding that TSMC does not rule out moderate price adjustments. Those comments have drawn close attention across the industry....
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