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28.05.26 - 16:06
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Intel vs AMD: The Ideal Long-Term Investment (24/7 Wall St.)
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Intel (NASDAQ:INTC) and AMD (NASDAQ:AMD) both reported Q1 2026 earnings in the past month, and the results tell two very different stories about how x86 chipmakers are riding the AI buildout. Intel is mid-turnaround under new CEO Lip-Bu Tan, leaning on foundry ambitions and CPU partnerships. AMD is already cashing checks on AI accelerators, with ... Intel vs AMD: The Ideal Long-Term Investment...
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28.05.26 - 02:00
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Computex 2026 adds robotics zone, Taiwan supply chain gathers (Digitimes)
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Computex 2026 will add a robotics zone for the first time, drawing Taiwan's full ecosystem of sensors, motors, reducers, and system integrators, as Nvidia and AMD prepare to showcase robotics at CES 2026. The move has already stirred strong industry interest as the show extends big tech's robotics roadmap....
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27.05.26 - 17:36
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AMD Stock Is On A Once-In-50-Year Run — And It Looks Like Unfinished Business (Benzinga)
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AMD stock is having a record-breaking quarter, with experts predicting further upside as the AI buildout rolls on.
Latest Ratings for AMD
DateFirmActionFromTo Feb 2022BernsteinUpgradesMarket PerformOutperform Feb 2022Daiwa CapitalUpgradesOutperformBuy Feb 2022MizuhoMaintainsBuy
View More Analyst Ratings for AMD
View the Latest Analyst Ratings
Importance Rank:
1
read more...
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27.05.26 - 15:06
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2 CEOs, 1 AI Empire: Why Jensen Huang and Lisa Su Are on a Collision Course (24/7 Wall St.)
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When it comes to Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), for a retirement-focused investor allocating capital today, which CEO and which silicon empire deserves the slot? Distant cousins Jensen Huang and Lisa Su run the two companies defining the artificial intelligence (AI) buildout, and the stocks have rewarded patience in very different ways. ... 2 CEOs, 1 AI Empire: Why Jensen Huang and Lisa Su Are on a Collision Course...
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27.05.26 - 15:03
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Tensormesh Raises $20M from Investors Including AMD Ventures, CoreWeave, NVentures, Launches Tensormesh Inference to Fix AI′s Most Expensive Problem (Business Wire)
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Participation from strategic investors, including NVIDIA's venture capital arm, highlights excitement about industry-first, zero-cost tokensSAN FRANCISCO--(BUSINESS WIRE)--Tensormesh, the company pioneering caching-accelerated inference optimization for enterprise AI, today announced $20 million in new funding from investors including AMD Ventures, CoreWeave, NVentures (NVIDIA's venture capital arm), Valley Capital Partners, and Laude Ventures, extending its seed round and bringing its total funding to $24.5 million. Alongside the funding, Tensormesh is announcing the general availability of Tensormesh Inference, its flagship SaaS inference platform, which fixes enterprises' most expensive AI problem: recomputing what GPUs have already processed.
When every inference request recomputes the same inputs from scratch, it burns GPU cycles and drives up costs regardless of whether that work has been done before. Tensormesh solves this by storing and reusing computed results through KV caching, eliminating r...
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27.05.26 - 12:36
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wiki-Trader Henrik Lehmann: "Die Halbleiter- und Chip-Produzenten sind die großen Gewinner dieser KI-Euphorie" (BRN)
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Henrik Lehmann verliebt sich nicht
in Aktien. "Meine große Stärke: ich kann mich sehr schnell von Werten trennen, die eben nicht performen." Kurz und schmerzlos. Das gilt sowohl für das wikifolio Top 10 Deutschland Dividende ( https://go.brn-ag.de/200 ) als auch für My best of US 500 Timing mit den Halbleiteraktien. Bei letzterem schneidet Lehmann besser ab als Warren Buffetts Berkshire Hathaway. "Weil ich wieder auf die Gewinneraktien setze und weil ich Verlierer, wenn ich mich vertan habe, gleich wieder aussortiere, um gleich den nächsten Gewinner wieder an Bord zu nehmen." Alles rund um die KI-Branche rentiert sich - Schaufelhersteller inklusive (wie zum Beispiel Comfort Systems, das US-Unternehmen kümmert sich um Klimatechnik für Rechenzentren). "Weiterhin habe ich Micron Technology, Western Digital, AMD, Intel, Seagate im Depot."...
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