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31.07.26 - 16:12
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Nvidia’s AMD Paradox is Exactly Why I Keep Buying (24/7 Wall St.)
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Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about how this AI rivalry actually works....
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31.07.26 - 06:06
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Powertech bets on AMD FOPLP mass production in 2027 (Digitimes)
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Powertech Technology is pressing ahead with new growth drivers, with chairman DK Tsai saying its FOPLP project with AMD for AI advanced packaging is on schedule and is expected to enter mass production by mid-2027. The company also said it has teamed with Broadcom in Singapore on FOPLP RDL development and is moving into optical communications, with μ-Bump-based optical engine samples expected to enter small-scale production by year-end....
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30.07.26 - 17:54
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Intel and AMD Soar 13%, Taiwan Semiconductor Rallies 7% as AI-Chip Stocks Bounce Hard (24/7 Wall St.)
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Today's bounce-back in semiconductor stocks is a lesson in how quickly the tide can turn in the financial markets. Intel (NASDAQ:INTC) stock is up 13% to $92.67, AMD (NASDAQ:AMD) shares are gaining 13% to $483.55, and Taiwan Semiconductor (NYSE:TSM) stock is rallying 7% to $399.36 as AI-chip names snap back sharply after yesterday's drawdown. The iShares Semiconductor ETF (NASDAQ:SOXX) is also participating, ... Intel and AMD Soar 13%, Taiwan Semiconductor Rallies 7% as AI-Chip Stocks Bounce Hard...
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30.07.26 - 16:06
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AMD is Down 18% Over a Month: One Analyst Targets $1,250, Meaning 190% Returns From Here (24/7 Wall St.)
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AMD (NASDAQ:AMD) trades at $429.56 against an average Wall Street price target of $575.49, a gap of roughly 34% between current levels and consensus. Baird analyst Tristan Gerra recently pushed a target of $1,250, implying roughly 191% upside. That outlier reflects AMD's emergence as the number-two AI accelerator franchise behind NVIDIA at a moment the ... AMD is Down 18% Over a Month: One Analyst Targets $1,250, Meaning 190% Returns From Here...
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