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04.07.26 - 14:09
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Nvidia oder AMD? Welche KI-Aktie jetzt die bessere Wahl ist (Der Aktionaer)
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Mit dem Durchbruch von ChatGPT und anderen KI-Modellen hatte die Stunde von Nvidia geschlagen. Die Performance spricht für sich: 2023 ein Plus von 239 Prozent, 2024 folgten weitere 171 Prozent Kursgewinn, 2025 immerhin noch 39 Prozent Plus. Doch 2026 gibt es neue Börsenlieblinge im Chipsektor....
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03.07.26 - 18:00
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Up 140% YTD, Three Catalysts Will Take AMD to New Highs In 2026 (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can price in. Our 24/7 Wall St. price target for AMD is $589.73, roughly 9.03% above where the stock trades today. Our model rates AMD a ... Up 140% YTD, Three Catalysts Will Take AMD to New Highs In 2026...
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03.07.26 - 15:18
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Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now? (24/7 Wall St.)
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Shares of Broadcom (NASDAQ:AVGO) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher. The U.S. markets are closed Friday for the Independence Day holiday, giving investors a clean moment to review the scoreboard heading into the second half. Advanced Micro ... Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?...
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02.07.26 - 20:18
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Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back (24/7 Wall St.)
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Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back...
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01.07.26 - 19:36
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Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse (24/7 Wall St.)
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I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I am compounding into, because what she is building inside that data center segment is the kind of structural shift that only shows up in a ... Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse...
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01.07.26 - 19:06
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Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker...
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01.07.26 - 18:30
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Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk” (24/7 Wall St.)
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Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”...
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