AMD Aktie

 

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth....

Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential....

Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it....

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value....

AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up....

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs....

Nvidia, AMD, and Micron are three stocks to buy as AI infrastructure spending continues to surge....

Nvidia, Cerebras, and AMD could all be inference winners....

AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward 1:2 or even 1:1....

The proliferation of agentic AI has been a boon for AMD and Intel....

Data center revenue doubled, driving record profitability and raised guidance....

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Riot is scaling its data center push with a 191 MW AI lease, AMD buildout and Corsicana LOI, backed by project debt and $1.2B in liquidity....

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AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built....

Founded by xAI co-founder Igor Babuschkin, River AI gives developers and enterprises the tools to train, tune, and own custom AI modelsPALO ALTO, Calif.--(BUSINESS WIRE)--River AI, the full-stack AI company founded by xAI co-founder Igor Babuschkin, today announced $1.1 billion in funding, led by General Catalyst and AMP PBC with strategic investment from NVIDIA and AMD Ventures. Additional investors include Y Combinator and Temasek. The round will accelerate River AI's mission to build powerful personal AI and to give developers and companies the tools to train, tune, and serve their own AI models, putting ownership of AI directly in the hands of the people and organizations who use it. Today, most companies using AI are running general-purpose models trained on the entire internet and designed for the broadest possible audience. They are powerful, but they are not built for any one organization in particular. Until now, building a custom model required a dedicated infrastructure team, specialized hardw...

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Bis zu 20 Prozent mehr Geld wollen Nvidia-Boardpartner Asus und Gigabyte für GPUs verlangen. Das trifft das gesamte Geforce-Sortiment. (Grafikkarten, AMD)...

Sowohl AMD als auch Intel profitieren überdurchschnittlich vom KI-Boom, das schlägt sich bereits in den Zahlen nieder. Doch welche Aktie ist für langfristig orientierte Anleger interessanter?...