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05.08.26 - 17:54
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Anthropic Is the Latest Company That Wants to Be an AI Chipmaker (24/7 Wall St.)
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Artificial intelligence has created the fastest infrastructure buildout the technology industry has ever seen. Every new AI model requires more computing power than the last, forcing cloud providers and AI developers into a race to secure enough chips to keep expanding. Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have ramped up production at a historic ... Anthropic Is the Latest Company That Wants to Be an AI Chipmaker...
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05.08.26 - 17:18
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Disney Climbs on Profit Beat; AMD Falls on Underwhelming Forecast | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Advanced Micro Devices (AMD) shares are lower after the semiconductor firm's second-quarter revenue and third-quarter sales forecast underwhelmed investors expecting a stronger performance given rising demand.
- Disney (DIS) shares are climbing as profit beat Wall Street estimates in the company's fiscal third quarter, driven by soaring income from its entertainment division and the resilience of its theme parks in California and Florida.
- Shopify (SHOP) shares are soaring after it reported revenue for the second quarter that beat the average analyst estimate. President Harley Finkelstein said it was a "monster quarter" for the company. (Source: Bloomberg)...
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05.08.26 - 16:24
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AMD Drops 6% Despite Record Quarter as NVIDIA Gains 4% on SpaceX Nod (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ:AMD) are down 6% to $486.60 Wednesday morning despite a record Q2 2026 report after Tuesday's close. Meanwhile, NVIDIA (NASDAQ:NVDA) stock is climbing 4% to $221.33 after SpaceX (NASDAQ:SPCX) named the chip giant its exclusive AI chip supplier for the new Starmind orbital compute program. The split reaction is sorting ... AMD Drops 6% Despite Record Quarter as NVIDIA Gains 4% on SpaceX Nod...
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05.08.26 - 14:30
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AMD-Aktie: Warum der Rücksetzer die nächste Chance sein könnte (Sharedeals)
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Nach dem kräftigen Rücksetzer Ende Juli hatte sich die AMD-Aktie zuletzt wieder nach oben gekämpft. Am Dienstagabend öffnete der US-Chipentwickler nun Bücher und gewährte Einblick in die Zahlen zum zweiten Quartal. Der Markt quittiert die Ergebnisse mit deutlichen Abschlägen. Vorbörslich verliert der Tech-Titel fast -9% und rutscht damit wieder unter die 500-US$-Marke. Sind die Zahlen […]
The post AMD-Aktie: Warum der Rücksetzer die nächste Chance sein könnte first appeared on sharedeals.de....
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05.08.26 - 14:27
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Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy (ZeroHedge)
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Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy
S&P 500 futures are up following yesterday's first ATH since June; both tech and small caps are lagging, pointing to another potential broadening. A jump in US tech stocks is holding too, with Nasdaq-100 contracts rising after a 3.3% surge in the session before, powered by semiconductor stocks and blowout Palantir earnings. S&P futures are up 0.4%, just shy of 7800, a new all time high, while Nasdaq futures underperform, rising 0.2%, as results from AMD and SpaceX failed to impress, sending shares in both lower in after-hours trading. AMD's forecast didn't meet high expectations, while SpaceX investors focused on the hikes being made to its AI spending. Semis/memory are lower with some likely profit-taking after yesterday's surge; NVDA/GOOG are leading Mag7 names higher as it appears that squeeze portion of this rally has room left to run, as JPM says keep an eye on IGV as the squeeze may turn into a narra...
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05.08.26 - 14:12
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AMD und Infineon bleiben am Boden ? dafür darf dieser KI-Gewinner jetzt abheben! (Ariva)
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Die Halbleiterhersteller AMD und Infineon konnten mit ihren Zahlen nicht überzeugen, umso besser hat dafür Arista Networks seine Hausaufgaben gemacht. KI-Zulieferer Arista Networks überzeugt auf ganzer Linie Mit Ausnahme von Nvidia haben inzwischen sechs der sieben Magnificent-Seven-Werte ihre Quartalsberichte vorgelegt. Langeweile kommt dennoch nicht auf, denn auch in dieser Woche präsentieren etliche hochkarätige Unternehmen ......
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