FOUND: Advanced micro devices - You Need To See This

Why Meta Platform's $100 Billion Financing Plan Is A Boon for Chip Giant Broadcom

Meta Platforms plans equity offerings exceeding $100 billion to fund its AI buildout, naming Broadcom, NVIDIA, and AMD as potential Cornerstone Investors amid rising capital expenditures.

MarketBeat · 7h ago

Dear AMD Stock Fans, Mark Your Calendar for November 3

AMD’s Q3 2026 results will reflect sustained momentum in its data-center business, driven by strong demand for EPYC server CPUs and Instinct AI accelerators.

Barchart · 22h ago

Amkor's Mobile Business Is Slowing, But Its AI Ambitions Aren't

Amkor's Q3 revenue was flat as mobile weakness offset AI-driven growth, but margins improved and expansion with NVIDIA, Apple, and AMD supports its long-term AI packaging outlook.

MarketBeat · Oct 28

5 Beaten-Down Growth Stocks Trading Like Value Plays as Cash Chases Mega-Caps

Teradyne, Grail, Kratos Defense, FormFactor and Fabrinet have pulled back despite strong growth, setting up potential entry points in robotics, quantum and AI.

MarketBeat · Oct 26

Dell, Lenovo, Cisco, HPE, Supermicro: Why AMD’s New AI Blueprint Has Everyone Signing On

AMD’s Helios blueprint expands its rack-scale AI strategy beyond GPUs to CPUs, creating a broader inference opportunity, though adoption and revenue timing remain uncertain.

Barchart · Oct 25

U.S. Futures Plunge as Chip Stocks Sink After Tech Earnings, Oil Rises

December S&P 500 E-Mini futures (ESZ26) are down -1.03%, and December Nasdaq 100 E-Mini futures (NQZ26) are down -1.78% this morning as the first round of Big Tech earnings reignited concerns about the sustainability of the AI trade, sparking a selloff in chipmakers and other AI-related stocks.

Barchart · Oct 22

The AI Buildout Is Only 15% Complete—Here Is Where the Next Dollar Actually Goes

AI spending is less than 15% complete in Dan Ives' view, with NVIDIA, Palantir, Meta and the neoclouds anchoring a bull run he sees lasting 2 to 3 more years.

MarketBeat · Oct 21

Oracle Stock Is Falling as AI Spending Worries Mount. Most Analysts Think ORCL Could Rebound.

Oracle's sell-off could create an opportunity for long-term investors, but there are some concerns.

Barchart · Oct 21

Chip Stocks Are Sliding—Why Is Smart Money Buying?

SOXL fell about 20% in a month, but short interest dropped 65.6% and institutions like JPMorgan expanded holdings, signaling bets on a semiconductor sector rebound.

MarketBeat · Oct 20

Stocks Rebound on Strong Earnings and Lower Bond Yields

The S&P 500 Index ($SPX ) (SPY ) is up by +0.60% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +1.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.12%. December E-mini S&P futures (ESZ26 ) are up +0.60%, and December E-mini...

Barchart · Oct 20