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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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16.01.26 - 19:45
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AMD Data Center CPUs To Fuel Next Growth Cycle, Analysts Say (Benzinga)
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AMD Bets On Mass-Market AI PCs, Data Center CPUs To Fuel Next Growth Cycle, Analysts Say
Latest Ratings for AMD
DateFirmActionFromTo Feb 2022BernsteinUpgradesMarket PerformOutperform Feb 2022Daiwa CapitalUpgradesOutperformBuy Feb 2022MizuhoMaintainsBuy
View More Analyst Ratings for AMD
View the Latest Analyst Ratings
read more...
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16.01.26 - 15:36
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Stocks Rise As Tech Meltup Accelerates (ZeroHedge)
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Stocks Rise As Tech Meltup Accelerates
Futures are higher, and trading near record territory, led by tech as this year's great rotation shows no sign of slowing, broadening the base of names driving Wall Street's push back towards all time highs. As of 8:00am, S&P 500 futures were 0.3% higher with Nasdaq 100 contracts up 0.4% as the latest wave of enthusiasm for technology stocks carried into Friday. Overnight headlines were mostly muted. Pre-market, Mag 7 are mostly higher led by NVDA +1.1%; AI names (AMD +3.2%, AVGO +1.3%, MU +2%) continued their rally yesterday. Bond yields are unchanged. Commodities are mixed: oil added 1.2%, while silver fell -2.0%; ags are mostly higher. US session features industrial production data and three scheduled Fed speakers.
In premarket trading, Mag 7 stocks are mostly higher (Nvidia +0.8%, Tesla +0.6%, Meta +0.09%, Alphabet +0.5%, Microsoft +0.06%, Amazon +0.3%, Apple -0.2%
JB Hunt Transport Services Inc. (JBHT) falls 4% after the trucking firm reported...
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