AMD : AMD

All AMD Articles

2193 Articles

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…

Rich Duprey | Aug 15, 2026 at 11:41 AM EDT

AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders

SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more…

David Beren | Aug 15, 2026 at 9:51 AM EDT

The YieldMax Fund That Doesn’t Blow Up: A Target 12% From 50 Blue Chips

MSTY promised triple-digit yields and delivered a 68% price collapse instead, but a covered-call fund built on 50 blue chips…

David Moadel | Aug 14, 2026 at 2:07 PM EDT

Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird’s $1,250 Call

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing…

Alex Sirois | Aug 14, 2026 at 11:42 AM EDT

Broadcom is Down Over 3 Months: One Wall Street Pro Sees 60%+ Gains Ahead

Broadcom sat out the AI rally that sent its closest peers surging double digits, yet one major Wall Street desk…

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AMD : AMD

All AMD Articles

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?’

AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders

The YieldMax Fund That Doesn’t Blow Up: A Target 12% From 50 Blue Chips

Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird’s $1,250 Call

Broadcom is Down Over 3 Months: One Wall Street Pro Sees 60%+ Gains Ahead

Fidelity 500 Index Fund (FXAIX): What Investors Should Know

Fidelity Government Money Market Fund (SPAXX): What Investors Should Know

How to Build $7,800 a Month in Dividend Income Without Owning a Single Yield Trap

How to Build $7,800 a Month in Dividend Income Without Owning a Single Yield Trap

He Retired From Ford, Then Eyed Its $30,000 Electric Pickup. His Retiree Discount Suddenly Looked Uncomfortably Like Pay.

Fidelity 500 Index Fund (FXAIX): What Investors Should Know

Fidelity Government Money Market Fund (SPAXX): What Investors Should Know

AMD : AMD

All AMD Articles

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?’

AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders

The YieldMax Fund That Doesn’t Blow Up: A Target 12% From 50 Blue Chips

Broadcom Sinks 6% as BofA Flags $370B in AI Debt, AMD Climbs 4% on Baird’s $1,250 Call

Broadcom is Down Over 3 Months: One Wall Street Pro Sees 60%+ Gains Ahead

Fidelity 500 Index Fund (FXAIX): What Investors Should Know

Fidelity Government Money Market Fund (SPAXX): What Investors Should Know

How to Build $7,800 a Month in Dividend Income Without Owning a Single Yield Trap

Featured Reads

How to Build $7,800 a Month in Dividend Income Without Owning a Single Yield Trap

He Retired From Ford, Then Eyed Its $30,000 Electric Pickup. His Retiree Discount Suddenly Looked Uncomfortably Like Pay.