AMD just posted data center revenue that more than doubled, yet one rival may pose a far greater existential threat to Nvidia without ever competing directly for a single GPU sale.
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here…
AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all…
AMD surged nearly 8% today on a 140% year-to-date run, and tonight CEO Lisa Su faces a Wall Street that has 42 buy ratings, zero sells, and a bar set almost impossibly…
Thomas Richmond Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single…
AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a…
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor…
Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft announcement may have handed AMD the exact catalyst needed to justify it.
AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the selloff is a warning or an opportunity. The answer hinges on a…
Marvell collapsed 32% in a single month while 44 analysts refused to cut their targets, leaving a widening gap between where the stock trades and where the Street thinks it belongs.
Every time AMD gains ground on NVIDIA, one investor adds more NVDA shares instead of selling them. The reasoning behind that counterintuitive move reveals something most AMD bulls have completely missed about…
NVIDIA and AMD both beat earnings and both leaned hard into AI infrastructure, but the story of who actually wins from the hyperscaler buildout is more complicated than the headlines suggest.
AMD, Broadcom, and Arm just handed investors a rare pullback inside one of the most aggressive AI spending cycles on record. Whether that dip signals a buying opportunity or a warning depends…
Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a…
NVIDIA just broke a key price floor on its worst week in months, yet one Wall Street analyst is pounding the table harder than ever with a target that would make most…
