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25.06.26 - 20:24
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The Real Reason Nvidia Holds an Unshakable Monopoly Over AMD Has Nothing to Do with Raw Computing Power (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor. CUDA Carries NVIDIA. MI450 Carries AMD's Hopes. NVIDIA's Q1 FY2027 revenue ... The Real Reason Nvidia Holds an Unshakable Monopoly Over AMD Has Nothing to Do with Raw Computing Power...
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25.06.26 - 13:36
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AMD (Advanced Micro Devices) Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat das Kursziel für AMD von 455 auf 670 US-Dollar angehoben und die Einstufung auf "Buy" belassen. Timothy Arcuri nahm in einer am Donnerstag vorliegenden Branchenstudie die beschleunigte Adaption ......
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25.06.26 - 10:00
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Huawei and Cambricon lead China′s AI server chip surge, piling pressure on Nvidia (SCMP)
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Chinese chip suppliers led by Huawei Technologies and Cambricon Technologies, together with tech giants developing their own silicon, are set to capture nearly 80 per cent of the domestic AI server market this year, further squeezing global rivals such as Nvidia, according to TrendForce.
Geopolitical tensions continue to erode the position of Nvidia, Advanced Micro Devices and other foreign suppliers, whose combined share of China's AI server market is forecast to fall to 21 per cent in 2026......
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24.06.26 - 23:12
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Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown (24/7 Wall St.)
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Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI workloads pulling every hyperscaler toward custom CPUs and GPU racks, the two are quietly fighting over the same data center socket, just from opposite ... Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown...
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24.06.26 - 19:01
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The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend (24/7 Wall St.)
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CNBC's Dominic Chu opened Tuesday's market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend...
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24.06.26 - 16:54
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Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap? (24/7 Wall St.)
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Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?...
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