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04.06.26 - 21:00
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AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now? (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock's run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel's loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?...
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04.06.26 - 18:18
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Got $10,000? TSM vs Micron: The Better Buy in 2026 (24/7 Wall St.)
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Taiwan Semiconductor Manufacturing (NYSE:TSM) and Micron Technology (NASDAQ:MU) sit at two different floors of the same AI building. TSMC fabricates the logic chips that power Nvidia, AMD, and Apple. Micron supplies the HBM memory those accelerators cannot run without. Both just delivered blowout numbers, and the contrast between a foundry behemoth and a pure-play memory ... Got $10,000? TSM vs Micron: The Better Buy in 2026...
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04.06.26 - 17:36
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Amazon′s $50 Billion Chip Secret: Why It Could Become Nvidia′s Biggest AI Rival (24/7 Wall St.)
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Artificial intelligence has turned semiconductor stocks into the market's biggest winners. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors' attention as demand for AI infrastructure continues to climb. But what if one of the fastest-growing chip businesses isn't actually a semiconductor company at all? That's the question investors should ... Amazon's $50 Billion Chip Secret: Why It Could Become Nvidia's Biggest AI Rival...
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04.06.26 - 15:30
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$20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly (24/7 Wall St.)
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You can argue about almost every line in a NVIDIA (NASDAQ:NVDA) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about is what happens when a company that did zero CPU revenue last year tells you it expects to do $20 billion in CPU revenue this fiscal year. ... $20 Billion: Inside Nvidia's VERA CPU Bet to Break the Intel-AMD Duopoly...
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04.06.26 - 15:25
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Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel (24/7 Wall St.)
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Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company's fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel...
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04.06.26 - 15:25
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AMD′s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader (24/7 Wall St.)
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Ten years ago, AMD (NASDAQ:AMD) was a punchline. The stock traded around $4.16 in June 2016, the company was bleeding share to Intel, and bankruptcy chatter was still fresh. Then CEO Lisa Su shipped the Zen architecture, Ryzen launched in 2017, and EPYC began chewing through the data center. The acquisition spree followed: Xilinx for ... AMD's $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader...
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04.06.26 - 12:01
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Nvidia-Schock verdaut ? AMD rennt Richtung Billionen-Dollar-Aktie? (Ariva)
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Advanced Micro Devices (AMD) nähert sich einem Börsenwert von 900 Milliarden US-Dollar. Morgan Stanley sieht Rückenwind durch agentische KI. Doch Speicherpreise und Engpässe bleiben Risiken. AMD nähert sich an der Börse der Marke von 900 Milliarden US-Dollar. Die Aktie erreichte am Mittwoch zeitweise 544,04 US-Dollar. Nach Daten von Dow Jones Market Data müsste die AMD-Aktie auf 551,94 US-Dollar steigen, um erstmals einen Marktwert von 900 Milliarden US-Dollar ......
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04.06.26 - 01:18
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BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek (Digitimes)
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Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed by orders and funding from AMD and MediaTek, the company is using a lean-asset model and ecosystem integration strategy to push into full-optical CPO design. General manager Jada Wang said 2026–2027 will mark the industry-wide breakout point for SiPh chips and CPO commercialization. BE Epitaxy Semiconductor's 800G products have already reached shipment standards, and the company is now moving toward 1.6T optical engine (OE) chipsets....
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03.06.26 - 17:24
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Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months (24/7 Wall St.)
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The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World's Most Dominant AI Company — Then Sold It Within 6 Months...
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