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11.06.26 - 16:24
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Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call (24/7 Wall St.)
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Shares of Intel (NASDAQ:INTC) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip names are rebounding after a rough stretch earlier this week. The catalyst is a bullish Bank of America research note projecting the total addressable market for server ... Intel Jumps 8%, AMD Rises 4% on Bank of America's $170 Billion Server-CPU Call...
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11.06.26 - 10:06
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Commentary: TSMC′s pricing power stays intact as AI demand keeps fabs full (Digitimes)
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Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating costs, adding that TSMC does not rule out moderate price adjustments. Those comments have drawn close attention across the industry....
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10.06.26 - 18:12
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AMD, Broadcom, Micron & Co. bluten schon wieder, doch diese Aktien steigen trotzdem! (Ariva)
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Die Korrektur bei Halbleiter- und KI-Infrastrukturwerten hält auch am Mittwoch an. Für defensive Basiswerte und Value-Aktien läuft es dagegen richtig gut. Sektorrotation läuft an, defensive Aktien wieder gefragt Halbleiter- und KI-Infrastrukturwerte waren in den vergangenen Wochen und Monaten der heißeste Trade der Wall Street. Doch die einseitige Fokussierung auf Wachstumstitel wird für viele Anlegerinnen und Anleger jetzt zum ......
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10.06.26 - 17:54
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Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens (24/7 Wall St.)
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Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders. No single catalyst fully explains the slide. Three overlapping ... Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens...
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