AMD Aktie

 

Advanced Micro Devices' expanding Meta partnership, surging Data Center revenues, and growing AI infrastructure footprint strengthen its bid to challenge NVIDIA and Broadcom....

NVIDIA crushed earnings and AMD nearly doubled its data center revenue, yet their stock returns tell completely opposite stories. Which company's growth engine actually justifies what investors are paying for it right now?...

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Shares of the chipmaker have reached dangerous valuation territory....

Der Schock nach den Intel-Zahlen sitzt an der Wall Street immer noch tief. Das amerikanische Chip-Urgestein hat am Donnerstag nach US-Börsenschluss insbesondere mit dem Ausblick auf das vierte Quartal für lange Gesichter gesorgt. Zeitgleich drücken Anleger auch bei anderen Chip-Titeln auf den Verkaufsknopf....

Cathie Wood trimmed her AMD position and traders took notice, but there is a far more important signal hiding inside AMD's quarterly results that actually determines where this stock goes next....

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AMD's Data Center revenue just doubled and Helios is shipping ahead of schedule, but the path to $1,000 a share by 2027 depends on a few critical variables that could make or break the entire thesis....

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Intel is struggling to make enough AI server chips and dealing with a weak PC market. Investors will soon find out the degree to which AMD is suffering from the same problems....

A quarterly earnings beat ran into a much weaker outlook. The selloff is erasing a chunk of this year's rally at Intel (NASDAQ:INTC). Shares are at $68.85, down 25%, in premarket trading. The iShares Semiconductor ETF (NASDAQ:SOXX), a fund concentrated in chip stocks, is at $479.97, down 7%. That's a much steeper slide than the […]...

Data center revenue is booming for AMD, with management forecasting further acceleration....

Ein einziger Ausblick von Intel genügt, um die gesamte Chipbranche in die Defensive zu drängen, und die eigentliche Sorge reicht weit über den PC-Markt hinaus....

AMD and SpaceX are two very different AI investments....

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The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate the 2026 AI robotics computing IC market with a 69% share, far outpacing Intel (11%), Qualcomm (5%), and AMD (2%). Beyond raw computing power, Nvidia's comprehensive software ecosystem is the critical factor leaving competitors in its wake....

Anthropic's "multi-platform resource pool" strategy, disclosed in its S-1 filing, is sending an important signal to the AI chip industry. The company uses Amazon Trainium, Google tensor processing units (TPUs), Nvidia GPUs, and Advanced Micro Devices (AMD) GPUs, integrating computing capacity from different partners into a unified resource pool through software and allocating it across chip platforms based on task requirements....

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Artificial intelligence (AI) hyperscalers such as Alphabet, Amazon, Meta Platforms, and Microsoft are all investing in custom chips....

CBRS expands its AI inference reach through Oracle and AWS partnerships, strengthening its position against NVIDIA and Advanced Micro Devices....