Advanced Micro Devices, Inc. - Common Stock (AMD)

Third-quarter revenue will probably come in close to expectations. The fourth-quarter guidance is what matters more.

The AI build-out requires much more than chips.

NVIDIA, Vertiv, Amphenol, Arista Networks, and Eaton have fallen with the AI sell-off despite strong orders, revenue growth, and raised guidance tied to data center buildout spending.

Alphabet's 12% drop followed search and YouTube misses as Google Cloud beat. Altimetry likes Microsoft, AMD and Generac and avoids CoreWeave and Cipher Digital.

Three critical earnings reports will dictate the market's direction in the first week of November.

Fermi (NASDAQ:FRMI) said at its annual shareholder meeting that it is advancing development at its Project Matador site while shifting its commercial strategy toward a powered-land model for prospective tenants. Chief Executive Officer Lee McIntire, who said he assumed the CEO role in August, chara

Computer processor maker AMD (NASDAQ:AMD) will be reporting earnings this Tuesday after the bell. Here’s what investors should know. AMD beat analysts’ reven...

Oracle's investor day revealed a path to positive free cash flow by fiscal 2028, capped financing, and declining CapEx, with analysts citing about 60% upside despite a wait-and-see stance.

Bear markets are a great time to buy.

Neither company designs AI chips, but both get paid when AI chips are built, whoever designs them.

Intel's tepid guidance has negatively impacted AMD stock.

Semiconductors have been one of the unquestioned winners of the artificial intelligence (AI) revolution.

SK Hynix and AMD should surpass Micron's valuation in the next few years.

CPUs still have a lot of growth potential even with weakness in PCs.

Intel's steepest sell-off in decades rattled the semiconductor industry, but its latest earnings reveal a surprising divide between strong demand and mounting challenges.

Taiwan Semiconductor makes most of the advanced processors that allow the AI industry to function.

Shares of the chipmaker have reached dangerous valuation territory.

Intel shares fell about 25% after weak Q4 guidance and margin pressure, even as its 18A manufacturing process showed cost and yield improvements amid a PC market downturn.

AMD and Meta expanded their partnership with a $1 billion equity investment and multi-generation chip co-design, deepening AMD's role in Meta's gigawatt-scale AI data center build-out.

SOXX delivers higher recent returns but carries steeper volatility and fees. VGT's broader diversification and lower costs appeal to risk-conscious investors.