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FOUND: Advanced micro devices - You Need To See This

AMD Looks Set for a Beat-and-Raise Quarter on Surging AI Server Demand, According to BofA

Bank of America expects Advanced Micro Devices to deliver a beat-and-raise quarter driven by surging AI server demand for its EPYC CPUs and accelerators.

Barchart

Cathie Wood Buys $21.3 Million Of SpaceX Stock As It Slides From Record Highs, Keeps Trimming AMD

Cathie Wood’s Ark Invest was active on Monday,, with one of its biggest headline moves centered on SpaceX (NASDAQ:SPCX) as the space company remained in focus after its recent public debut and fresh debate over its valuation. The firm also kept trimming Advanced Micro Devices (NASDAQ:AMD) while reshuffling exposure across…

Benzinga

AMD's 5C Deal Positions It as a Direct NVIDIA Rival

AMD's 5C data center partnership positions it as a full-stack AI competitor to NVIDIA, with analysts citing strong price targets, growing coverage, and hypergrowth revenue forecasts ahead.

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AMD Stock Is Up 160% in 2026 and Analysts Still Love It

With Advanced Micro Devices' stock soaring so far this year, analysts show their love for this fabless semiconductor company.

Barchart

The Data Center Business in China Is Rapidly Evolving. AMD Stock Could Be Set to Lose.

The AI opportunity remains enormous, but China’s growing preference for domestic AI solutions could complicate AMD’s growth path. What should investors do now?

Barchart

AMD Just Scored a New Autonomous Driving Customer. It’s Aiming at Nvidia in Another Arena.

AMD just landed Japanese autonomous vehicle firm Turing as a customer.

Barchart

Which Semiconductor ETF Is Winning The AI Race In 2026?

The artificial intelligence race has made semiconductors the stock market’s best-performing industry in 2026, but not every ETF has benefited equally.

Benzinga

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Intel vs. AMD: Goldman Sachs Analyst Thinks the Answer Is Clear

Both chipmakers are riding the AI wave, but only one offers the risk/reward profile Goldman Sachs likes best.

Barchart

Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670

UBS sees massive upside for AMD as agentic AI sparks the next wave of data-center growth.

Barchart

This Analyst Just Raised the Price Target on AMD Stock. Here's Why.

Wells Fargo raises price target on AMD stock to $615. Here’s why the firm remains bullish on AMD shares for the remainder of 2026.

Barchart

Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued?

Investors are piling into semiconductor company Advanced Micro Devices' 24-day out call options today. That could mean they are bullish on AMD stock ahead of earnings in early August.

Barchart

With Its MEXT Acquisition, Advanced Micro Devices Stock Could Rally to Higher Highs

AMD shares are up substantially after the company announced the acquisition of MEXT.

Barchart

Rackspace’s AI Land Grab: Plugging Into the Next Compute Boom

Rackspace Technology and Advanced Micro Devices have signed a massive agreement to deploy artificial intelligence computing power for regulated enterprises.

MarketBeat

AMD and Rackspace Team Up on a 30 MW AI Compute Agreement. This Could Be a Win for Both Stocks.

Advanced Micro Devices and Rackspace Technology signed a definitive agreement to deploy 30 MW of AMD-powered AI compute across Rackspace’s global data centers from late 2026 through 2028, building on their earlier MOU.

Barchart

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Why Cathie Wood Is Selling AMD Stock

Cathie Wood is trimming AMD to fund a bigger bet on SpaceX, even as the chipmaker's AI growth story remains intact.

MarketBeat

3 AI Stocks With Moats That Could Outlast Summer Volatility

AMD, TSMC, and Analog Devices each posted strong Q1 2026 results, reflecting durable structural positions in the AI supply chain that go beyond momentum.

The Economic Times

U. S Stock Market Prediction for Tuesday: S&P 500, Nasdaq, Dow Jones set for volatile trading? Top factors, stocks to watch out

U.S. Stock Market prediction: All eyes will be on Micron Technology stocks which rallied 10.8 per cent, and Advanced Micro Devices rose 7 per cent. Nvidia’s climb of 3.5 per cent.

MarketBeat

What to Expect From Q2 Earnings as Tech Strength Broadens

S&P 500 companies posted nearly 29% earnings growth in Q1 2026, and Q2 estimates of 22% EPS growth are expected to top 30%, with energy and tech leading gains.

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Citi Just Upgraded AMD Stock. Here’s Why.

AMD shares rally as Citi issues a largely bullish note on the chipmaker. Here’s why analyst Atif Malik believes AMD stock will rip higher from here.

Kiplinger

The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush

The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders.

Barchart

Retail Investors Are Beating Wall Street Benchmarks With AI Stocks. Why That Could Change Soon.

Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.

The Economic Times

US Stock Market on Thursday: S&P 500, Nasdaq, Dow Jones set for volatile trading. Full list of stocks to watch out today

Dow Jones, S&P 500, Nasdaq investors in the U.S. Stock Market will look for Broadcom stocks, Micron Technology, Advanced Micro Devices, Marvell Technology and Qualcomm shares.

Barchart

Cathie Wood Adds More Nvidia and Cuts AMD Holdings in ARK Funds. This Is a Major Vote of Confidence for NVDA Stock.

Cathie Wood’s recent moves signal increased conviction in Nvidia as the dominant AI infrastructure leader.

MarketBeat

Advanced Micro Devices Sees Agentic AI Doubling CPU Opportunity as MI450 Nears

Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki

Barchart

Intel Sets Sights on Nvidia and AMD With Upcoming AI Data Center Chip Launch by Year End

Intel plans to launch its new Crescent Island AI data center GPU by the end of 2026 as it aims to directly challenge Nvidia and AMD in the high-performance computing market for AI infrastructure.

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