AMD Aktie

 

NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows....

Both companies are winning in the AI chip race, but they are doing it with very different business models and profit profiles....

Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close....

Nvidia is looking to extend its dominance in AI chips at the expense of Intel and AMD....

Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to triple. Here is what the Helios launch changes about the calculus....

NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027....

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Shares of Intel (NASDAQ:INTC) are down 6% to $99.67 in early Thursday trading. The move gives back part of a parabolic run that had lifted the stock 188% year to date (YTD) through Wednesday's close, and it arrives without a fresh company-specific catalyst. NVIDIA (NASDAQ:NVDA) stock is also pulling back, down 3% to $214.55. Peer […]...

ARM aktualisiert seinen Prozessor-Baukasten mit neuen CPU-Kernen und KI-Funktionen in der GPU. Letztere erinnern an AMD, Nvidia und Intel....

AMD's Data Center business is exploding and anchor commitments from the biggest names in AI are piling up, but three specific conditions have to fall into place before $800 becomes anything more than a number on a chart....

Minneapolis (www.aktiencheck.de) - AMD-Aktienanalyse von Piper Sandler: Piper-Sandler-Analyst David OConnor habe die Coverage der Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) mit einem "overweight"-Rating und einem Kursziel von 600 USD aufgenommen. [mehr]...

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Nvidia, AMD, and Broadcom look like stocks to buy this month....

Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]...

Here are the biggest calls on Wall Street on Thursday....

Additional $150 million in capital supports product development, manufacturing ecosystem readiness, high-volume production, and new Bengaluru Design Center in IndiaSAN JOSE, Calif.--(BUSINESS WIRE)--Ayar Labs, the leader in co-packaged optics (CPO) solutions for AI scale-up, announced it has secured an additional $150 million in funding, bringing its total primary capital raised in 2026 to $650 million. Separately, the company disclosed that Wiwynn made a strategic investment earlier this year. Wiwynn, a cloud IT and infrastructure provider for data centers, joins a growing group of strategic backers that includes Alchip, AMD, Intel, MediaTek, and NVIDIA.This new capital will support Ayar Labs' continued transition to high-volume manufacturing, including investments in product development, validation, scaling the manufacturing ecosystem, and opening a new Bengaluru Design Center. The company continues to establish deep integration across the semiconductor manufacturing and engineering ecosystem to delive...

Der weltweit größte Auftragsfertiger von Halbleiterprodukten, Taiwan Semiconductor, hat auch im August ein hohes Wachstum verzeichnet, wie neue Zahlen zeigen....

Investors are missing the long-term opportunities for Broadcom and AMD....

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South Korean artificial intelligence startup Upstage is considering a pre-listing funding round as one of several capital-market options, according to its co-founder....