AMD : AMD

All AMD Articles

2197 Articles

Vandita Jadeja | Aug 19, 2026 at 1:00 PM EDT

This Stock Has Become Too Important to the AI Revolution to Ignore

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center…

Joel South | Aug 19, 2026 at 12:03 PM EDT

One of Wall Street’s Best-Known Hedge Funds Just Loaded Up on These 5 Stocks

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look…

David Moadel | Aug 19, 2026 at 11:34 AM EDT

Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name…

David Moadel | Aug 19, 2026 at 10:32 AM EDT

Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's…

Gerelyn Terzo | Aug 18, 2026 at 5:07 PM EDT

AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next

AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where…

Eric Bleeker | Aug 18, 2026 at 1:56 PM EDT

Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event

AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond…

Joey Frenette | Aug 18, 2026 at 11:26 AM EDT

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not…

David Moadel | Aug 18, 2026 at 9:34 AM EDT

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before…

Eric Bleeker | Aug 17, 2026 at 1:12 PM EDT

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the…

Vandita Jadeja | Aug 17, 2026 at 12:30 PM EDT

Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?

Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and…

Vandita Jadeja | Aug 17, 2026 at 11:00 AM EDT

Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?

Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a…

Vandita Jadeja | Aug 17, 2026 at 10:30 AM EDT

AMD at $514, PLTR at $174: Buy, Sell or Hold?

AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while…

Alex Sirois | Aug 17, 2026 at 10:13 AM EDT

Broadcom Has Taken a Haircut Over 3 Months: One Analyst Expects 72% Returns From Here

Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name…

Eric Bleeker | Aug 17, 2026 at 10:09 AM EDT

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved…

Eric Bleeker | Aug 16, 2026 at 6:13 PM EDT

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action…

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AMD : AMD

All AMD Articles

This Stock Has Become Too Important to the AI Revolution to Ignore

One of Wall Street’s Best-Known Hedge Funds Just Loaded Up on These 5 Stocks

Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief

Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist

AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next

Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?

Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?

AMD at $514, PLTR at $174: Buy, Sell or Hold?

Broadcom Has Taken a Haircut Over 3 Months: One Analyst Expects 72% Returns From Here

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Forget EV Sales: This Is the Number That Could Decide Tesla’s Future

Home Renovations That Tend to Offer a Strong ROI

How Much Do You Really Need Invested to Replace a $120,000 Salary With Dividends?

He Gave $100,000 of Stock to Fight a Wealth Tax. The IRS Taxed a Gain He Never Pocketed and More of His Social Security.

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Forget EV Sales: This Is the Number That Could Decide Tesla’s Future

AMD : AMD

All AMD Articles

This Stock Has Become Too Important to the AI Revolution to Ignore

One of Wall Street’s Best-Known Hedge Funds Just Loaded Up on These 5 Stocks

Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief

Broadcom Falls 5% as Marvell Lands Google Custom Chip Deal, VMware and Financing Concerns Persist

AMD’s $1.3 Billion Portfolio Reveals Its Biggest Investments and Where AI Demand Lands Next

Cerebras, Intel, and AMD Shares Fall Ahead of Tonight’s ‘Supernova’ Event

Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference

Intel and AMD Fall 4% as 13F Filings Reveal Concentrated Chip Bets

Cerebras Shares Skyrocket Monday. Intel Gains While AMD Is Down Slightly

Ray Dalio Has Invested Over $900 Million In This Stock. Should You Buy?

Tiger Global Just Swapped Big Tech for This Chip Stock. Should You Follow?

AMD at $514, PLTR at $174: Buy, Sell or Hold?

Broadcom Has Taken a Haircut Over 3 Months: One Analyst Expects 72% Returns From Here

Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Forget EV Sales: This Is the Number That Could Decide Tesla’s Future

Home Renovations That Tend to Offer a Strong ROI

Featured Reads

How Much Do You Really Need Invested to Replace a $120,000 Salary With Dividends?

He Gave $100,000 of Stock to Fight a Wealth Tax. The IRS Taxed a Gain He Never Pocketed and More of His Social Security.