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FOUND: Advanced micro devices - You Need To See This

Leopold Aschenbrenner Returns to the Market After Situational Awareness' Rout With New AI Options Bets

Situational Awareness has begun buying options tied to several prominent AI and technology stocks, including Advanced Micro Devices, Bloom Energy, and CoreWeave.

International Business Times

AMD Stock Alert: Advanced Micro Devices Teams Up With Cisco on AI Infrastructure

AMD stock gains after launching a new AI platform in Saudi Arabia in collaboration with Cisco. But does that warrant buying AMD shares? Let’s find out!

Barchart

Is Advanced Micro Devices Stock Outperforming the Dow?

As Advanced Micro Devices has outperformed relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Barchart

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Intel vs. AMD: Why the Market Share Number Is Misleading

AMD crossed 30% in client CPUs, yet its bigger win over Intel is in the data center that actually drives profits.

Barchart

Big Tech Is Again Sounding the Alarm on AI. 116 Companies Unite To Issue a Warning as Threats Accelerate.

OpenAI, Anthropic, Microsoft and Advanced Micro Devices are among the companies and entities that signed the letter.

International Business Times

Duquesne Entered a New Position in Riot Platforms During Q2. What This Means for RIOT Stock.

Stanley Druckenmiller’s Duquesne Family Office entered a new 754,800-share position in Riot Platforms during the second quarter as the company expands into AI data center capacity with a major long-term agreement.

Barchart

Analog Devices’ AI Pivot Could Push Shares to Fresh Highs

Analog Devices posted strong fiscal Q3 results, with revenue up nearly 40% and EPS up 68%, driven by AI-linked demand, prompting bullish analyst targets and continued institutional buying.

MarketBeat

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Cathie Wood Buys $22.8 Million of Nvidia Stock, Ark Invest Dumps AMD and Palantir Shares

On Monday, Cathie Wood-led Ark Invest executed significant trades involving NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD), and Palantir Technologies Inc. (NASDAQ:PLTR).

Benzinga

TSMC’s Insider Buying Wave Comes With a Bigger AI Question for Investors

Taiwan Semiconductor insiders are ramping up open-market share purchases as strong Q2 guidance, 2nm demand, and AI-driven analyst upgrades support a bullish outlook for TSM stock.

MarketBeat

US Stock Market: Tiger Global trims big tech bets, adds AMD and SpaceX in Q2

Tiger Global reshuffled its tech portfolio in Q2, cutting stakes in Alphabet, Nvidia, Microsoft, Amazon, Meta, Broadcom and TSMC while exiting Netflix. The fund more than doubled its Intel holding and initiated positions in AMD and SpaceX, signalling a shift toward semiconductor exposure and emerging technology opportunities, according to filings.

The Economic Times

A $210 Billion Reason to Buy AMD Stock Here

Shares of Advanced Micro Devices could have plenty of runway as AI-driven computing is reshaping the server CPU market.

Barchart

Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

The hedge ⁠fund cut ⁠its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares.

The Economic Times

Riot Platforms Re-Wires the Ledger for a $9B AI Power Play

Riot Platforms posted a $237.2M net loss, but a 20-year, $9.1B Anthropic data center lease at Rockdale signals its pivot from crypto mining to AI hosting infrastructure.

MarketBeat

Anthropic’s Massive AI Buildout Is Another Bullish Signal for AMD Stock

Anthropic’s expanding data center footprint strengthens AMD’s AI growth story as Instinct deployments accelerate and Data Center revenue surges.

Barchart

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MarketBeat

AMD’s Helios Launch Could Create Winners Beyond AMD Stock

AMD's Helios rack-scale AI systems are set to ramp this quarter, benefiting ecosystem partners Broadcom, Hewlett Packard Enterprise, Astera Labs, and Core Scientific, per analyst ratings and price targets.

Barchart

Advanced Micro Devices Dips on Lower FCF, But Short Put Plays Attract Value Investors

Advanced Micro Devices reported strong Q2 revenue and earnings growth, but its free cash flow dipped below Q1 levels. But, AMD is undervalued, and a 10% lower short put play yields 3.5% for 1 month.

Barchart

Advanced Micro Devices Reported Record Revenue. AMD Stock Sank Anyway.

AMD’s shares sank after its Q2 results despite better-than-expected earnings.

Barchart

AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock.

AMD beat top and bottom lines, raised guidance, and still got punished. Does the pullback create an attractive entry point for investors?

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Barchart

AMD Just Raised Its Long-Term Growth Ceiling. Here's Why Analysts Are Bullish on AMD Stock.

AMD’s upbeat outlook signals that AI demand is accelerating faster than management had anticipated just months ago.

Barchart

Stock Indices Fall from Early Highs and Settle Mixed

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.83%. September E-mini S&P futures (ESU26 ) fell -0.19%, and September E-mini Nasdaq futures...

MarketBeat

AMD’s Post-Earnings Drop May Be the Opportunity Investors Wanted

AMD shares pulled back after a beat-and-raise earnings report showing $11.5 billion in revenue and stronger guidance, with analysts maintaining a Moderate Buy rating amid AI-driven growth prospects.

The Economic Times

AMD shares fall 6% as investors demand bigger AI payoff

Advanced Micro Devices shares declined significantly after its revenue forecast fell short. Investors sought clearer proof the company can capitalize on the AI spending boom. SpaceX's decision to exclusively use rival Nvidia's chips also impacted AMD's stock. The company projects data-center revenue to more than double by 2027. AMD's stock…

Barchart

Stocks Supported by Stellar Earnings

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Barchart

Strong Earnings Push the S&P 500 to New Record High

The S&P 500 Index ($SPX ) (SPY ) today is up +0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.51%. September E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini Nasdaq futures...

Benzinga

AMD Says Unexpected Demand Is Squeezing Server CPU Supply, But Lisa Su Forecasts a Brighter 2027: ‘Should Be Better Than 2026’

On Tuesday, Advanced Micro Devices, Inc. (NASDAQ:AMD) said stronger-than-expected demand has tightened the server CPU supply chain, but CEO Lisa Su expects conditions to improve in 2027.

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