Latest intelligence

AMD to Report Fiscal Third Quarter 2026 Financial Results · AMD plans to report its fiscal third quarter 2026 financial results.

Citi Sees 25% Upside for AMD as Key Beneficiary of Expanded $300 billion CPU Market · Citi’s AMD bull case centers on the server CPU business, noting that AI agents such as Meta’s Muse need CPUs to carry out their tasks.

NVDA: Low-Cost Vanguard ETF: 32.4% in Nvidia, Broadcom, Micron, AMD, Intel, Lam Research; VOO Has Just 14.8% · Artificial intelligence is driving increased index and tech sector concentration in semiconductor and hardware companies.

AMD Climbs 3% as Chip Stocks Extend Run; Arm Jumps 8%, NVIDIA Rises 2% · Chip stocks extended their run.

Chip stocks broadly rise in US overnight session · The Direxion Daily Semiconductor Bull 9% X Shares ETF rose over 9%, Arm gained 4%, AMD and Intel rose over 3%, SanDisk gained 2.8%, SK Hynix gained 2.7%, Broadcom gained 1.6%, Nvidia gained 1.5%, and Micron Technology gained 1.4%.

History Says AMD Stock's $1 trillion Milestone Isn't a Ceiling · AMD closed with a market cap above $1 trillion for the first time in September.

AMD Shares Surge Past 9%, Market Cap Tops $1 trillion · AMD (AMD.O) shares rose more than 9%, with market capitalization exceeding $1 trillion.

Philadelphia Semiconductor Index Rises Over 2%, Arm and AMD Gain · The Philadelphia Semiconductor Index rose over 2% to a one-month high. Arm (ARM.O) gained over 8%, AMD (AMD.O) rose over 7%, Micron (MU.O) gained nearly 5%, and Qualcomm (QCOM.O) rose nearly 2%.

AMD vs. ASML: Which Tech Stock Is a Better Buy in 2026? · AMD is leveraging high-performance AI accelerators and strategic partnerships with major tech companies to drive growth.

NVDA: US chip stocks fall premarket; Nvidia down 2%, AMD down 4.1% · Intel down 4.9%, Marvell down 5.5%, Micron down 4.4%, Applied Materials down 4.6%, Broadcom down 3%.

NVDA: The Overlooked Chip Stock Poised to Outperform Nvidia, AMD, and Broadcom in the AI Semiconductor Boom · Qualcomm's growing influence in AI chips, as evident from its recent contract wins, is likely to translate into stronger growth for the company.

Applied Materials, AMD, Broadcom, Lam Research, and Marvell Technology Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing.

AMD Reveals AI Numbers, Stock Soars · AMD released a major forecast that quickly shifted market expectations. The news drove its stock price significantly higher.

NVDA: Chip Stocks Rise After Nvidia's Blowout Earnings · Nvidia's strong earnings, driven by robust AI demand, lifted shares of Intel, AMD, and Broadcom. The rally reflects investor optimism about AI hardware demand.

NVDA: Asian Stocks Mixed After Wall Street Losses

Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures traded higher after Nvidia's latest quarterly earnings beat expectations as demand for its advanced AI chips surged.

Attindas Hygiene Partners Announces Plans to Acquire Activ Médical Disposable

Attindas Hygiene Partners announced plans to acquire Activ Médical Disposable, which would expand its range of solutions in the region. The acquisition would add AMD's manufacturing capabilities, enabling future growth through a complementary product portfolio and new customer relationships. The deal is subject to regulatory approval and customary closing conditions.

AMD, Marvell Technology, Semtech, Allegro MicroSystems, and MACOM Stocks Trade Up, What You Need To Know

A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.

AMD Gets 'Strong Buy' Upgrade: Could Outperform Nvidia · Nvidia reports earnings Wednesday, but rival Advanced Micro Devices could capitalize on booming CPU demand. Analysts upgraded AMD to 'Strong Buy', suggesting it may outperform Nvidia.

AMD Rises 3.5% as Raymond James Upgrades to Strong Buy · AMD shares rose 3.5% after Raymond James upgraded the stock from Outperform to Strong Buy. The upgrade signals increased confidence in the company's prospects.

AMD Rises Premarket as Raymond James Upgrades · AMD shares rose 2.4% in premarket trading after Raymond James upgraded the stock from Outperform to Strong Buy. The upgrade signals increased confidence in the company's prospects.

CBRS: Cerebras Systems Revenue Surges, Why Did Stock Crash? What About AMD?

Cerebras Systems reported a significant revenue surge, yet its stock price crashed, drawing market attention. The company had positioned itself as a genuine challenger to Nvidia, but investors expressed concerns about its outlook. AMD's situation was also mentioned, though specifics were not provided in the excerpt.

NVDA: Semiconductor Stocks Slide Ahead of NVIDIA Earnings: Intel Falls 5%, AMD Slides 4%, Taiwan Semiconductor Slips 3%

Semiconductor stocks declined ahead of NVIDIA's earnings report. Intel, AMD, and Taiwan Semiconductor all saw their shares fall. Investors are watching for the impact of NVIDIA's results on the sector.

Waymo Partners with Chip Giants to Develop Autonomous Driving Computing System

Waymo announced collaboration with AMD, Micron, Nvidia, Samsung, SanDisk, Socionext, and TSMC to develop an autonomous driving computing system. The move aims to leverage combined technological strengths to enhance system performance and reliability. This partnership is expected to accelerate the commercialization of autonomous driving technology.

AMD and Intel Shares Plummet, What You Need To Know

Stocks fell in the afternoon as investors reacted to a major partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

AMD Appoints Tim Ryan to Board of Directors · AMD announced the appointment of Tim Ryan to its board of directors. The appointment was disclosed in an official company release. This move may bring fresh governance perspectives to AMD.