7:15am ET
Investing
AMD Is Eating Intel’s Lunch
AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions…
Companies
/Technology
Advanced Micro Devices Inc
$630.63
▲ $1.37 (+0.22%) today
Markets closed · 4:36pm ET
AMD Coverage
Page 4
12:15pm ET
Investing
Forget the Magnificent 7. This Duo Says Broadcom, Not Nvidia, Wins the Next Leg of AI.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing…
10:00am ET
Investing
AMD Is Sitting at $515. Here Is What Most U.S. Investors Should Actually Do About It.
AMD has surged over 200% in a year, locked in multi-gigawatt AI deals with OpenAI and Meta, and still has its entire senior leadership selling shares into the rally. One of those…
9:23am ET
Investing
Chip Stocks Tumble as AI Pacing Call Reaches Beyond Memory: Intel Drops 7%, AMD Sinks 6%, NVIDIA Pulls Back
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
5:10pm ET
Investing
Cathie Wood Sees an Economic Boom Wall Street Isn’t Pricing In
Cathie Wood is invoking the Industrial Revolution to argue Wall Street is anchored to a growth trend that artificial intelligence and converging technologies are about to shatter. The gap between what the…
11:36am ET
Investing
Anthropic Locks Down $517 Billion in Compute Ahead of IPO — and It’s Still Not Enough
Number That Stops You Cold $517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The…
10:50am ET
Investing
Cramer Asked Who Was Buying Gigantic Bloom Energy Calls. A Pelosi Filing Named Two of the Same Stocks Weeks Earlier.
Jim Cramer used his Mad Dash segment on CNBC’s Squawk on the Street to flag what he described as outsized call buying, executed through flex calls, across a basket of technology and…
9:37am ET
Investing
Qualcomm Lost Apple’s Modem Business. Amazon Just Offered a $60 Billion Escape Route.
Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by…
5:02pm ET
Personal Finance
How Much JEPQ Do You Need to Collect $2,400 a Month?
JEPQ's near-14% distribution rate makes a $2,400 monthly paycheck sound almost effortless, but the fund hides concentrated megacap tech bets, bank credit exposure, and a payout that swings sharply with market volatility…
12:40pm ET
Investing
The Better Nvidia Killer: Broadcom or AMD?
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI…
10:17am ET
Investing
Intel Climbs 3% on Chip Price Hike Report a Day After Piper Sandler Went Neutral; AMD Rises 2%, Taiwan Semiconductor Drifts
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or…
2:10pm ET
Investing
Cathie Wood Is Selling AMD Before MI450 Arrives. Is She About to Miss Another Nvidia?
Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to…
Omor Ibne Ehsan 12:00pm ET
Investing
Nvidia Has the AI Hype. AMD Has the Valuation. I’d Buy This Stock.
NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp…
10:35am ET
Investing
Jim Cramer Breaks With AI Bull Camp: ‘We Need a Kill Switch’
Jim Cramer has spent years cheerleading AI infrastructure stocks, so when he goes on air demanding a kill switch and calling the industry's casual talk of mass casualties unacceptable, investors need to…
10:01am ET
Investing
Intel Sinks 6% as Profit Taking Hits a Parabolic Run; NVIDIA and AMD Retreat 3%
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving…