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12.06.26 - 06:06
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SuperAI 2026: From turbine backlogs to copper limits, AMD maps infrastructure walls closing in on AI (Digitimes)
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The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation at SuperAI Singapore 2026 on Thursday....
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11.06.26 - 20:00
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Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475 (24/7 Wall St.)
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At $475.51, Advanced Micro Devices (NASDAQ:AMD) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story and the multiple has rarely been wider. AMD designs the CPUs and GPUs powering hyperscale AI factories, with EPYC server chips and Instinct accelerators now the company's ... Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475...
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11.06.26 - 16:24
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Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call (24/7 Wall St.)
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Shares of Intel (NASDAQ:INTC) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip names are rebounding after a rough stretch earlier this week. The catalyst is a bullish Bank of America research note projecting the total addressable market for server ... Intel Jumps 8%, AMD Rises 4% on Bank of America's $170 Billion Server-CPU Call...
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