AMD Aktie

 

Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending shifts....

AMD has booked gigawatts of AI accelerator commitments and posted a 50% revenue jump, yet the stock shed nearly 19% in a single month. Whether the next earnings report confirms a historic ramp or exposes a valuation built on promises will decide everything....

Die AMD-Aktie gerät nach ihrem Rekordlauf kräftig unter Druck. Vom neuen Allzeithoch bei 660,00 US$ ist der Halbleitertitel deutlich zurückgefallen und verliert am Donnertsag weitere –8,10% auf 507,93 US$. Damit rückt eine wichtige Unterstützungszone in den Fokus. Droht jetzt eine größere Korrektur oder bietet der Rücksetzer bereits eine neue Einstiegschance? Chartanalyse zur AMD-Aktie Nach dem […] The post AMD-Aktie mit -24% – nächstes Ziel 362 US$? first appeared on sharedeals.de....

Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the order's value nor its deployment scale has been disclosed, the deal underscores a broader shift in AI infrastructure competition toward full-stack system integration....

China's Advanced Micro-Fabrication Equipment (AMEC) has shipped the first unit of its Primo Domingo high-selectivity vapor-phase etching system to a major domestic semiconductor research and manufacturing customer, marking a step forward in China's efforts to develop indigenous equipment for next-generation 3D chips....

AMD fell as rising oil prices and Meta's cash burn left investors questioning how long the AI spending boom can last....

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The GPU giant expects almost $20 billion in CPU sales this year....

AMD has a lot of growth priced into its stock already....

A chipmaking equipment maker's supply warning is turning the artificial intelligence (AI) trade into a broad semiconductor selloff, and the chip designers most tied to data center spending are taking the heaviest hits. Marvell Technology (NASDAQ:MRVL) stock is down 8% to $224.64 in morning trading, a drop that puts the custom chip designer at the […]...

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Arm Holdings could be the biggest winner of the AI-fueled server CPU boom....

AMD keeps landing hyperscaler deals and posting numbers that silence skeptics, yet the market still prices it like the underdog. Here is why one investor keeps adding shares and what milestones could force Wall Street to finally reassess....

New software update provides GPU and cooling insights across multiple vendors, giving enterprise IT teams an unprecedented view of AI compute health and performance. CLEVELAND, Oct. 22, 2026 /PRNewswire/ -- The newest release of Entuity Software™ from Park Place Technologies offers users......

Susquehanna sieht bei AMD Rückenwind durch KI und Server, doch der PC-Markt schwächelt: Was erwartet Anleger vor den Zahlen im November?...

Investing today in Broadcom, Marvell, AMD, and Arm could produce big returns by 2030....

AMD and Nvidia are two major competitors in the AI computing realm....

Ahead of its IPO, Anthropic has committed more than $600 billion to computing. That is more than the entire market value of Intel (NASDAQ:INTC), which stands at $484.7 billion. “Compute” means the chips, servers and data centers that train and run AI models. The filing is an S-1, the disclosure document a company files with […]...

AMD's latest AI move reaches far beyond today's chips. Here's what the deal could mean for future growth, competitive advantage, dilution, and the risks investors cannot ignore....

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