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28.07.26 - 17:30
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AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) stock is down 9% in midday Tuesday trading to $453.37, while Marvell Technology (NASDAQ:MRVL) shares are off 7% to $175.52 and Intel (NASDAQ:INTC) stock is down 6% to $85.82. Meanwhile, Arm Holdings (NASDAQ:ARM) shares are also down 7% to $246.37. NVIDIA (NASDAQ:NVDA) stock, by contrast, is up 0.5% to $197.58, and ... AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA...
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28.07.26 - 13:09
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Core Scientific Announces Second Quarter 2026 Results (Business Wire)
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MIAMI--(BUSINESS WIRE)--Core Scientific, Inc. (NASDAQ: CORZ), a leader in digital infrastructure for high-density colocation services (“HDC”), today announced financial results for the second quarter ended June 30, 2026.
Recent Business Developments
Announced a partnership with AMD with the potential to support up to 2.5 GW of leasable capacity, anchored by 15-year agreements for approximately 530 MW across five sites and more than $14 billion of potential base contracted revenue.
Increased total leased customer power capacity to approximately 1.1 GW, representing more than $24 billion of potential contracted revenue.
Billing for 437 MW of capacity as of mid-July, representing approximately $635 million in average annualized colocation GAAP revenue.
Financial Summary and Operating Metrics (in millions, except billing megawatts)
Metric
Q2 2026
Q1 2026
Q2 2025
Billing MW
395
225
N/A
Colocation Revenue
$
136.7
$
77.5
$
10.6
Total Revenue
$
164.2
$
115.2
$
78.6
Gross Pr...
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28.07.26 - 08:30
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AMD-Aktie mit -18% – weitet sich die Korrektur aus? (Sharedeals)
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Die AMD-Aktie ist zuletzt deutlich unter Druck geraten und hat innerhalb kurzer Zeit rund -18% an Wert verloren. Mit dem Rückfall unter die Marke von 500 US$ hat sich das charttechnische Bild eingetrübt. Nun richtet sich der Blick auf die Frage, ob die aktuelle Schwäche lediglich eine gesunde Korrektur darstellt oder ob sich die Abwärtsbewegung […]
The post AMD-Aktie mit -18% – weitet sich die Korrektur aus? first appeared on sharedeals.de....
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28.07.26 - 02:06
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Nvidia′s Vera targets AI server growth, with CSP adoption the key test (Digitimes)
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Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing systems provider. But the company still needs cloud service providers (CSPs) to embrace the platform at scale if it wants to challenge Intel and AMD in servers....
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27.07.26 - 21:18
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AMD’s Microsoft Partnership Validates This Transition So I’m Loading Up (24/7 Wall St.)
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I keep buying Advanced Micro Devices (NASDAQ:AMD) because every quarter confirms the same thing: this company has moved from selling chips to selling full AI systems, and the biggest customers on earth are lining up to buy them. That is the sentence that keeps my finger on the buy button, even after the stock has ... AMD's Microsoft Partnership Validates This Transition So I'm Loading Up...
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