AMD Aktie

 

SANTA CLARA, Kalifornien (IT-Times) - Die Schweizer Großbank UBS hat einen Research-Bericht zu AMD veröffentlicht und erwartet starke Impulse durch das Geschäft mit KI-Agenten - Kursziel für Aktie ......

Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups....

Der Chipsektor zeigt sich derzeit schwankungsanfällig. Welche charttechnischen Marken stehen bei AMD nun im Mittelpunkt?...

WILMINGTON, Del., June 23, 2026 /PRNewswire/ -- UGREEN, a leading global consumer technology company, today announced the launch of NASync DXP GT, a new high-speed, high-performance lineup within the NASync DXP family. Designed around speed, sustained performance, and always-on......

All four companies have different strengths....

Nvidia and AMD have been two of the best-performing stocks of the last decade and continue to look well-positioned for the next 10 years....

Wall Street could still be underestimating Nvidia and overestimating AMD....

NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor. CUDA Carries NVIDIA. MI450 Carries AMD's Hopes. NVIDIA's Q1 FY2027 revenue ... The Real Reason Nvidia Holds an Unshakable Monopoly Over AMD Has Nothing to Do with Raw Computing Power...

Nvidia faces a stronger challenge from the law of large numbers....

AMD's HPC gains, surging data center revenues and AI infrastructure wins bolster its growth outlook, even as NVIDIA and Broadcom intensify competition....

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The red-hot stocks have seen their valuations soar in 2026....

ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat das Kursziel für AMD von 455 auf 670 US-Dollar angehoben und die Einstufung auf "Buy" belassen. Timothy Arcuri nahm in einer am Donnerstag vorliegenden Branchenstudie die beschleunigte Adaption ......

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Chinese chip suppliers led by Huawei Technologies and Cambricon Technologies, together with tech giants developing their own silicon, are set to capture nearly 80 per cent of the domestic AI server market this year, further squeezing global rivals such as Nvidia, according to TrendForce. Geopolitical tensions continue to erode the position of Nvidia, Advanced Micro Devices and other foreign suppliers, whose combined share of China's AI server market is forecast to fall to 21 per cent in 2026......

It's not much of a contest....

The recent rout knocked down both AI-chip leaders -- but only one looks like the better value now....

Financing co-led by TCGX and ARCH Venture Partners with participation from a syndicate of premier healthcare-focused institutional investors Proceeds will support global Phase 3 trials of IBI324 (Ollin R&D code: OLN324), a potential best-in-class VEGF/Ang2 bispecific antibody, in $15......

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...

Broadcom and AMD look like the much better AI stocks to buy right now....