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12.05.26 - 22:30
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Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next (24/7 Wall St.)
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For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle. But today, the bid disappeared. SOXX ... Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next...
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12.05.26 - 20:00
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Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run (24/7 Wall St.)
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Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday trading, changing hands near $116 after closing at $129.44 on Monday. Advanced Micro Devices (NASDAQ:AMD) is sliding alongside, off 5% at roughly $436. The selloff lands after both names ripped through a parabolic stretch. Intel stock gained 35% in the week ending May 11, while AMD ... Intel Crashes 10%, AMD Slides 5% as Chip Trade Cools After Parabolic Run...
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12.05.26 - 19:54
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AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase (24/7 Wall St.)
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On Bloomberg Businessweek Weekend's May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI infrastructure is about to compress toward 1-to-1 as agentic AI and inference workloads start hammering the CPU layer. What Su said on the ... AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI's Next Phase...
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12.05.26 - 17:42
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Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case (24/7 Wall St.)
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Mizuho just turned more bullish on Advanced Micro Devices (NASDAQ:AMD), raising its price target to $515 from $415 while keeping an Outperform rating. The firm cited agentic AI continuing to drive server demand as the catalyst behind the call. The price target raise is a sign that Wall Street views AMD as a primary beneficiary ... Mizuho Just Hiked AMD Price Target to $515: Agentic AI Server Demand Powers the Bull Case...
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12.05.26 - 16:12
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This Stock Is My Biggest Bet For May (24/7 Wall St.)
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I bought more Advanced Micro Devices (NASDAQ:AMD) again last week, and I am not embarrassed to say it was my biggest single buy of the year. AMD is the position I keep funding because Lisa Su has quietly turned this company into the second pillar of the AI infrastructure buildout, and the receipts from May 5, ... This Stock Is My Biggest Bet For May...
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