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08.10.26 - 11:33
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AMD Aktie: Mehr als nur KI-Chips (Aktiencheck)
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Wien (www.aktiencheck.de) - AMD-Aktienanalyse der Raiffeisen Bank International AG:
Manuel Stahl, Analyst der Raiffeisen Bank International AG (RBI), rät in einer aktuellen Aktienanalyse zum Kauf der Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD). [mehr]...
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08.10.26 - 05:49
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Pricey local AI machines arrive as memory costs threaten PC shipments (Digitimes)
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As soaring memory prices are forecast to cut PC shipments, a new class of expensive machines built to run large AI models locally, from Nvidia's RTX Spark laptops to Apple's Mac Studio and AMD's Ryzen AI Max systems, is arriving at the top of the market, where Gartner says higher memory costs could sharpen the focus on premium devices. Analysts' estimates suggest, however, that Nvidia's own PC business will remain small in the near term....
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08.10.26 - 05:49
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Qisda′s Aewin targets 200kW liquid-cooled AI servers (Digitimes)
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Aewin Technologies, a subsidiary of Qisda Group, will debut its flagship Data Center Modular Hardware System (DC-MHS) AI server at the Open Compute Project (OCP) Global Summit 2026, powered by the latest AMD EPYC 9006 Series server processors. The company is teaming up with its subsidiary, Arivor Technologies, to integrate Two-Phase Direct Liquid Cooling (2P DLC), aiming to deepen the group's AI infrastructure business with a rack-scale solution that combines compute, networking, storage, and thermal management....
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08.10.26 - 04:24
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AI agents fuel new CPU demand, lifting AMD (Digitimes)
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Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom gathers pace, CPUs are drawing renewed attention for their role in AI — a trend that is giving Advanced Micro Devices (AMD) powerful growth momentum....
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08.10.26 - 04:24
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Nvidia′s RTX Spark hits order books, taking on Apple′s Macs (Digitimes)
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Nvidia's RTX Spark superchip for Windows PCs moved from stage demos to order books on October 7, as pre-orders opened for Windows laptops built to rival Apple's unified-memory Macs at running large AI models locally. Reuters said cracking the Windows PC market could help Nvidia go after one of the last major markets dominated by Intel and AMD....
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08.10.26 - 04:24
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Lisa Su takes AMD′s Korea ties beyond memory to AI (Digitimes)
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AMD is broadening its Korean partnerships from memory procurement to AI infrastructure and research, as chief executive Lisa Su seeks the supply and technology cooperation needed for the company's planned 2027 expansion in chip shipments....
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07.10.26 - 23:30
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Top Stock Reports for AMD, Palo Alto & ConocoPhillips (Zacks)
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Today's Research Daily features new research reports on 16 major stocks, including Advanced Micro Devices, Inc. (AMD), Palo Alto Networks, Inc. (PANW) and ConocoPhillips (COP), as well as a micro-cap stock, Iveda Solutions, Inc. (IVDA)....
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07.10.26 - 15:03
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AMD Aktie: Citi erwartet 300 Mrd. USD-CPU-Markt - Kursziel steigt auf 800 USD! (Aktiencheck)
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New York (www.aktiencheck.de) - AMD-Aktienanalyse von der Citigroup:
Die Analysten der Citigroup stufen die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) weiterhin mit "buy" ein und heben das Kursziel von 575 auf 800 USD an.
Citi habe nach der Einführung mehrerer persönlicher KI-Agenten die Schätzung für den gesamten adressierbaren Markt für zentrale Verarbeitungseinheiten im Jahr 2030 auf 300 Mrd. [mehr]...
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