AMD Aktie

 

Grasby, Paul Darren - Vorstand - Tag der Transaktion: 2026-08-17...

Market speculation that AMD is working with Google on technology for its v10-generation tensor processing unit (TPU) has prompted questions over the potential impact on Google's existing application-specific integrated circuit (ASIC) partners, including Broadcom and MediaTek....

Papermaster, Mark D. - Vorstand - Tag der Transaktion: 2026-08-14...

The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers....

AMD's stock is valued at a far higher premium than Nvidia's....

On August 14, 2026, Advanced Micro Devices (NASDAQ:AMD) filed its first-ever 13F, pulling back the curtain on a $1.31 billion equity portfolio concentrated in just six positions. SpaceX Class A shares dominate the book, with AMD's $565.5 million stake accounting for 43.1% of the portfolio. Three holdings are private and inaccessible to retail investors. The ... AMD's $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next...

AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event....

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EyePoint's Duravyu misses the phase III wet AMD study's primary goal, sending shares down 67%, but shows lower treatment burden and durable disease control....

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap with Nvidia depends on a question nobody in the industry has answered yet....

Shares of Intel (NASDAQ:INTC) are down 4% to $98.60 Tuesday morning, sliding with the broader chip group as rising Treasury yields pressure high-multiple technology names. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to $487.89. NVIDIA (NASDAQ:NVDA) stock is down 2% to $220.22. The pullback lands on top of enormous 2026 runs. Through Monday's close, ... Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets...

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Cathie Wood hat die Beteiligungen mehrerer Fonds am Montag umgebaut. Während zwei bekannte Wachstumstitel verkauft wurden, holte die Investorin mehr NVIDIA-Aktien in gleich fünf Depots....

Microsoft and AMD are deepening their relationship....

On February 20, 2026, Canadian AI chip startup Taalas unveiled its HC1 inference chip. Taalas said the chip ran the Llama 3.1 8B model at a single-user inference speed of 16,960 tokens per second, roughly 48 times the inference speed of an Nvidia B200 in the company's testing....

Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI accelerators, still owns roughly 3.3 million SpaceX shares worth more than US$565 million....

AMD's year-over-year growth is accelerating while monday.com's is slowing, but the latter posted consistent quarter-over-quarter revenue increases....

Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook....

An SEC filing revealed AMD's stakes in SpaceX and Nutanix. One is now a pure financial bet, the other a working partnership. Here is the read....

A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting billions on the AI chip race....