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AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the…
AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal…
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last…
TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling…
Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in…
Intel has delivered its strongest revenue growth in fifteen years and rewarded patient investors with a massive run, yet the…
Baird just set the highest AMD price target on Wall Street after a brutal July selloff, and a surprise Microsoft…
Rivian just posted its cleanest quarterly beat in months and lifted full-year guidance, so why are shareholders waking up to…
AMD has surged over 100% this year, then gave back 22% in a single week, leaving investors wondering whether the…
Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the…
Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that…
Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing…
The hyperscalers are trapped in a race where pulling back costs more than pressing forward, and one chipmaker sits at…
AMD just posted blowback-proof earnings with 37% revenue growth and a 252% surge in free cash flow, yet the stock…
Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his…
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