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24.06.26 - 23:12
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Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown (24/7 Wall St.)
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Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI workloads pulling every hyperscaler toward custom CPUs and GPU racks, the two are quietly fighting over the same data center socket, just from opposite ... Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown...
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24.06.26 - 19:01
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The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend (24/7 Wall St.)
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CNBC's Dominic Chu opened Tuesday's market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend...
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24.06.26 - 16:54
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Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap? (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?...
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24.06.26 - 16:42
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Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10 (24/7 Wall St.)
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The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even the fastest AI chip becomes ... Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10...
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23.06.26 - 23:12
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Zu spät, zu teuer? Qualcomm wagt den KI-Einstieg gegen Nvidia, AMD und Broadcom (Ariva)
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Qualcomms Aktie preist bereits KI-Milliarden ein, die der Konzern noch gar nicht verdient hat. Auf dem Kapitalmarkttag am Mittwoch muss das Unternehmen erklären, wie es diesen Vorsprung aufholen will. Zehn Milliarden Dollar – so viel Umsatz mit Rechenzentrum-KI schreibt der Markt Qualcomm bereits in den Büchern, bevor das Unternehmen auch nur einen Dollar davon verdient hat. Zu diesem Schluss kommt die Bank of America in ihrer Vorschau auf den Investor Day des Chipkonzerns am Mittwoch. ......
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