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22.06.26 - 18:48
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David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock (24/7 Wall St.)
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David Tepper's Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and ... David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock...
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22.06.26 - 06:06
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Intel and AMD unveil ACE in x86 counteroffensive against Arm (Digitimes)
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Intel and AMD have jointly introduced AI Compute Extensions (ACE), a new x86 instruction set specification designed to accelerate AI workloads on CPUs, marking one of the clearest signs yet that the x86 ecosystem is mounting a coordinated response to the rise of Arm-based processors in AI computing....
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20.06.26 - 07:15
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AMD-Aktie auf Allzeithoch – kein Halten mehr? (Sharedeals)
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Die AMD-Aktie hat zuletzt ein neues Allzeithoch markiert und setzt damit ihre beeindruckende Aufwärtsbewegung eindrucksvoll fort. Angetrieben vom anhaltenden KI-Boom und der hohen Nachfrage nach leistungsstarken Halbleitern gewinnt die Rallye weiter an Dynamik. Das Chartbild präsentiert sich derzeit in einer außergewöhnlich starken Verfassung. Wie es für den Preis der Aktie weitergehen könnte, zeigt die folgende […]
The post AMD-Aktie auf Allzeithoch – kein Halten mehr? first appeared on sharedeals.de....
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19.06.26 - 19:42
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Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives. (24/7 Wall St.)
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D.A. Davidson's head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors ... Analyst Warns Intel Valuation 'Doesn't Make Sense.' Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives....
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19.06.26 - 17:36
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Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips (24/7 Wall St.)
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA), whose GPUs became the gold standard for training and running ... Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips...
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18.06.26 - 18:48
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UP 280% YTD, Will AMD’s Rally Continue? (24/7 Wall St.)
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The 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $561.83 over the next 12 months. With AMD trading at $507.29 after a brutal 7.3% single-day reset on June 16, our proprietary model still points to roughly 10.75% of upside from here. Our recommendation is buy, with a confidence level of 90%. The ... UP 280% YTD, Will AMD's Rally Continue?...
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