AMD Aktie

 

Shares of Cerebras Systems (NASDAQ:CBRS) are down roughly 13% in midday trading on Thursday, changing hands near $225 after closing Wednesday at $262. The move stands out because most of the AI hardware complex is higher, with the sector outperforming the broader market average. Raise and Beat on Core, Miss on the Headline Cerebras reported ... Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains....

The chipmaker has had a great year, but its valuation has gotten ahead of its results....

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Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom....

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Shares of Dell have roughly quadrupled in price this year, with Lenovo's earnings report helping to drive the latest bout of momentum for the PC and server maker....

SpaceX just pledged its AI chip loyalty to Nvidia, leaving AMD on the outside looking in. Whether Lisa Su has a smart counter-move or just a shrinking customer list depends on what happens next....

Here are the biggest calls on Wall Street on Thursday....

Googles TurboQuant komprimiert den KV-Cache großer Sprachmodelle auf 3 Bit. Tests auf einer AMD-Karte zeigen: Das Kernversprechen stimmt — mit Nebeneffekten....

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of sales and leave Nvidia, AMD and other overseas suppliers with about 10%....

AMD hat mit seinen Zahlen zum zweiten Quartal die Erwartungen deutlich übertroffen, der Kurs reagierte darauf bislang aber nur moderat. Charttechnisch bleibt die Aktie seit dem Juni-Hoch in einer Konsolidierung zwischen zwei wichtigen Zonen gefangen. Starke Zahlen, verhaltene Kursreaktion AMD hat am 4. August Zahlen zum zweiten Quartal 2026 vorgelegt, die deutlich über den Erwartungen […] The post AMD-Aktie: Rekordquartal trifft auf Konsolidierung first appeared on sharedeals.de....

Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and wants to keep closing the gap with the leaders. However, opportunities to break into Nvidia and AMD's supply chains remain difficult to win, whereas enterprise OEM business offers a more promising opening for Compal to catch up with front-runners....

Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical and other physical effects earlier in the design process, according to Synopsys executives....

Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories....

Shares of the largest logic-chip makers pushed higher into Wednesday's close, riding a read-through from blockbuster AI-infrastructure earnings out of the server supply chain. Advanced Micro Devices (NASDAQ:AMD) closed up 1.8% at $483, Intel (NASDAQ:INTC) gained 3.3% to $101, and NVIDIA (NASDAQ:NVDA) advanced 3% to $224. None of the three reported earnings today, but they ... AMD, Intel, and NVIDIA All Rally Wednesday After Series of Blockbuster AI Earnings Reports...

AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve....

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth....

Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential....

Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it....

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value....