AMD Aktie

 

Both chipmakers crushed their earnings estimates, yet the same geopolitical pressure that wiped out billions for one barely registered for the other. Understanding why reveals something surprising about where real AI market power actually sits....

AMD just posted blowout earnings and still cratered 9% after hours, but one Wall Street analyst sees that selloff as the setup for a gain most investors would dismiss as fantasy....

The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation bringing sharp increases in power density and thermal requirements. Suppliers that cannot match that pace in R&D or capacity deployment risk missing the next design cycle....

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Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of tech companies reaching for capital markets to fund investments in AI-driven technologies. The move comes as the company is competing with both Intel and Nvidia to capture enormous opportunities from data center development and agentic AI....

US chipmaker Advanced Micro Devices, Inc. (AMD.US) on Thursday (13th) launched a four-part debt offering that could raise between USD4 billion and USD5 billion, Reuters reported, citing sources and reviewed term sheets. The offering includes senior unsecured notes due in 2029, 2031, 2033 and 2036.Discussed initial prices were se......

Hahn, Ava - Vorstand - Tag der Transaktion: 2026-08-11...

Shares of Cerebras Systems (NASDAQ:CBRS) are down roughly 13% in midday trading on Thursday, changing hands near $225 after closing Wednesday at $262. The move stands out because most of the AI hardware complex is higher, with the sector outperforming the broader market average. Raise and Beat on Core, Miss on the Headline Cerebras reported ... Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains....

The chipmaker has had a great year, but its valuation has gotten ahead of its results....

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Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom....

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Shares of Dell have roughly quadrupled in price this year, with Lenovo's earnings report helping to drive the latest bout of momentum for the PC and server maker....

SpaceX just pledged its AI chip loyalty to Nvidia, leaving AMD on the outside looking in. Whether Lisa Su has a smart counter-move or just a shrinking customer list depends on what happens next....

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

Googles TurboQuant komprimiert den KV-Cache großer Sprachmodelle auf 3 Bit. Tests auf einer AMD-Karte zeigen: Das Kernversprechen stimmt — mit Nebeneffekten....

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of sales and leave Nvidia, AMD and other overseas suppliers with about 10%....

AMD hat mit seinen Zahlen zum zweiten Quartal die Erwartungen deutlich übertroffen, der Kurs reagierte darauf bislang aber nur moderat. Charttechnisch bleibt die Aktie seit dem Juni-Hoch in einer Konsolidierung zwischen zwei wichtigen Zonen gefangen. Starke Zahlen, verhaltene Kursreaktion AMD hat am 4. August Zahlen zum zweiten Quartal 2026 vorgelegt, die deutlich über den Erwartungen […] The post AMD-Aktie: Rekordquartal trifft auf Konsolidierung first appeared on sharedeals.de....

Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and wants to keep closing the gap with the leaders. However, opportunities to break into Nvidia and AMD's supply chains remain difficult to win, whereas enterprise OEM business offers a more promising opening for Compal to catch up with front-runners....

Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical and other physical effects earlier in the design process, according to Synopsys executives....