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19.08.26 - 17:36
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Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief (24/7 Wall St.)
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Even with the NASDAQ 100 up, chip stocks remain under pressure Wednesday morning and afternoon. Intel (NASDAQ:INTC) stock is down 4% to $93.12 in midday trading, and Advanced Micro Devices (NASDAQ:AMD) stock is falling 4% to $465. Broadcom (NASDAQ:AVGO) stock is dropping 5% to $361.73, while NVIDIA (NASDAQ:NVDA) stock is unchanged at $219.54. The VanEck ... Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief...
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19.08.26 - 16:01
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Infineon-Aktie: Konkurrent mit starken Zahlen, trotzdem hält die Kursmisere an! (Ariva)
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Der Halbleiterhersteller Analog Devices hat am Mittwochmittag starke Quartalszahlen vorgelegt. Neuer Schwung für Infineon will trotzdem nicht aufkommen. Infineon-Aktie: Die Rallye-Pause geht weiter Der anhaltende KI-Boom beschert längst nicht mehr nur den Herstellern von GPUs, wie AMD und Nvidia, stark wachsende Geschäfte, sondern auch den Produzenten von analogen Halbleitern. Besonders gefragt sind Produkte für das Temperatur- und ......
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19.08.26 - 12:06
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Google and AMD target post-GPU era with Frozen v2 and Taalas (Digitimes)
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Advanced Micro Devices (AMD) recently announced its acquisition of Canadian AI chip startup Taalas to sharpen its competitive edge in AI inference. Taalas' core technology bakes model weights directly onto the silicon rather than relying on traditional high-bandwidth memory (HBM)....
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18.08.26 - 23:12
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AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next (24/7 Wall St.)
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On August 14, 2026, Advanced Micro Devices (NASDAQ:AMD) filed its first-ever 13F, pulling back the curtain on a $1.31 billion equity portfolio concentrated in just six positions. SpaceX Class A shares dominate the book, with AMD's $565.5 million stake accounting for 43.1% of the portfolio. Three holdings are private and inaccessible to retail investors. The ... AMD's $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next...
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18.08.26 - 15:36
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Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets (24/7 Wall St.)
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Shares of Intel (NASDAQ:INTC) are down 4% to $98.60 Tuesday morning, sliding with the broader chip group as rising Treasury yields pressure high-multiple technology names. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to $487.89. NVIDIA (NASDAQ:NVDA) stock is down 2% to $220.22. The pullback lands on top of enormous 2026 runs. Through Monday's close, ... Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets...
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