AMD : AMD

All AMD Articles

2198 Articles

David Moadel | Aug 20, 2026 at 9:32 AM EDT

Broadcom Holds Steady as ARK Buys the Dip, Intel Slips, AMD Eases After Google’s Marvell Chip Deal

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their…

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…

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AMD : AMD

All AMD Articles

Broadcom Holds Steady as ARK Buys the Dip, Intel Slips, AMD Eases After Google’s Marvell Chip Deal

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

3 Billionaire Investors Just Bought the Same Stock. Should You?

Walmart Keeps Cratering: 45% Gains Are Expected From A Respected Wall Street Pro

Nvidia Customers Face a 15% Price Hike | Google Is Spending $200 Billion to Steal Them

The Family Bank: Parents Are Lending Their Kids Mortgage Money at Rates the IRS Itself Publishes, and No One Owes Gift Tax on the Discount.

Everyone's Chasing the Carolinas. Smart Retirees Are Quietly Buying Here Instead

Is Gold’s Best Month Since 2008 About to End? One Trader Just Bet $202 Million That It Is

3 Billionaire Investors Just Bought the Same Stock. Should You?

AMD : AMD

All AMD Articles

Broadcom Holds Steady as ARK Buys the Dip, Intel Slips, AMD Eases After Google’s Marvell Chip Deal

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

3 Billionaire Investors Just Bought the Same Stock. Should You?

Walmart Keeps Cratering: 45% Gains Are Expected From A Respected Wall Street Pro

Nvidia Customers Face a 15% Price Hike | Google Is Spending $200 Billion to Steal Them

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The Family Bank: Parents Are Lending Their Kids Mortgage Money at Rates the IRS Itself Publishes, and No One Owes Gift Tax on the Discount.

Everyone's Chasing the Carolinas. Smart Retirees Are Quietly Buying Here Instead