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20.01.26 - 05:30
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US semiconductor tariffs may weigh on Malaysia′s export-driven industries (Digitimes)
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The US' recent announcement of a 25% tariff on certain advanced computing chips, including Nvidia's H200 and AMD's MI325X, could have implications for Malaysia's semiconductor sector, though experts suggest immediate effects may be limited. The tariffs, justified by the White House on national security grounds, aim to incentivize domestic chip production and reduce reliance on overseas suppliers such as Taiwan....
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19.01.26 - 15:06
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Riot Platforms Aktie: AMD-Deal treibt Megapläne - Kursziel 29 USD (Aktiencheck)
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New York (www.aktiencheck.de) - Riot Platforms-Aktienanalyse von BTIG:
Die Analysten von BTIG haben ihr "buy"-Rating für die Aktie von Riot Platforms Inc. (ISIN: US7672921050, WKN: A2H51D, Ticker-Symbol: AP4N, NASDAQ-Symbol: RIOT) bestätigt und das Kursziel auf 28 USD festgesetzt.
Die Analysten hätten erklärt, dass der kürzlich abgeschlossene Colocation-Vertrag mit AMD ein weiterer Schritt in Richtung der Positionierung von Riot als dominanter Anbieter von Hochleistungsrecheninfrastruktur (HPC) darstelle. [mehr]...
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19.01.26 - 15:01
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Riot Platforms Aktie: AMD-Deal stärkt KI-Fantasie (Aktiencheck)
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New York (www.aktiencheck.de) - Riot Platforms-Aktienanalyse von Clear Street:
Der Analyst Brian Dobson von Clear Street hat das "buy"-Rating für die Aktie von Riot Platforms Inc. (ISIN: US7672921050, WKN: A2H51D, Ticker-Symbol: AP4N, NASDAQ-Symbol: RIOT) bekräftigt und das Kursziel auf 29 USD belassen. [mehr]...
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19.01.26 - 14:09
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Bitcoin-Miner im KI-Rausch: AMD-Deal beflügelt (Der Aktionaer)
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Der Bitcoin-Preis ist längst nicht mehr der alleinige Taktgeber an der Wall Street. Wer im Mining-Sektor heute überleben will, diversifiziert – und zwar massiv. Die neue Währung heißt Rechenleistung für Künstliche Intelligenz und stabile Energieinfrastruktur....
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17.01.26 - 15:12
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Is Micron Technology the Cheapest AI Stock? (24/7 Wall St.)
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The artificial intelligence (AI) revolution has sparked a new wave of high-performing investments, including Nvidia (NASDAQ:NVDA), which has become the face of the industry, while Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) has advanced its position in the space, leapfrogging over rivals with the release of Gemini 3 in November. Other companies, like Advanced Micro Devices (NASDAQ:AMD), have also benefited ... Is Micron Technology the Cheapest AI Stock?
The post Is Micron Technology the Cheapest AI Stock? appeared first on 24/7 Wall St.....
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17.01.26 - 12:06
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Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition (Digitimes)
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AMD introduced its Helios system platform at CES 2026, marking a significant move in cloud AI computing competition from traditional single-chip performance to full rack-scale solutions. This development follows Nvidia's GB200 NVL series release and Google's TPU-based rack product plans disclosed by Broadcom, underscoring an industry trend toward delivering computing power through integrated system platforms rather than isolated chips....
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