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EXPLAINED: 2 | Vintage Vibes

AMD vs. ARM: AMD Is Winning Today, But Arm May Be Building Something Even Bigger

AMD is grabbing server share from Intel now, while Arm bets its power-efficient chips will reshape AI computing long-term. Two very different threats.

Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and SpaceX Earnings on Tap

Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and SpaceX Earnings on Tap

September Nasdaq 100 E-Mini futures (NQU26) are up +0.67% this morning, signaling further gains for tech stocks as blockbuster earnings from Palantir Technologies boosted sentiment.

SpaceX Could Swing $204 Billion After Earnings

SpaceX Could Swing $204 Billion After Earnings

Earnings are set to hit the tape in a tight window on Tuesday, and the options market is already sketching out how much volatility traders expect once results and guidance land, according to Benzinga Pro.

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TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Taiwan Semiconductor insiders bought nearly $800,000 in shares since early July as analysts raise price targets and Buy ratings following the company's Q2 earnings report.

AMD’s Helios Is Coming for Nvidia’s Rack, Not Just Its GPU

AMD's Helios rackscale AI platform marks the company's greatest challenge yet to Nvidia's dominance in integrated AI infrastructure.

Option Volatility And Earnings Report For Aug 3 - 7

It is another big week on the earnings front with a lots of big name companies reporting. This week could make or break the market. This week we have SpaceX, Advanced Micro Devices, Palantir Technologies, Sandisk, Uber Technologies, McDonald’s, Caterpillar, Merck & Company, Disney, Shopify and Arista Networks all reporting…

How Server CPUs Could Give AMD Stock a Big Boost After August 4

Advanced Micro is heading into Q2 earnings with Susquehanna raising its price target on stronger server CPU expectations.

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Susquehanna Just Upped Its Price Target on AMD Stock. Here's Why.

Susquehanna Just Upped Its Price Target on AMD Stock. Here's Why.

AMD shares rally on a bullish note from Susquehanna analysts. Here’s why the firm recommends buying AMD stock ahead of its Q2 earnings.

Why a New Core Scientific Deal Is a Big Win for AMD Stock

Why a New Core Scientific Deal Is a Big Win for AMD Stock

While AMD has been caught in the recent sell-off, Wedbush believes its latest Core Scientific deal could be a major long-term catalyst for the chip giant.

Wedbush Sees AMD’s Data Center Business Growing Ahead of Expectations. What That Means for Investors Here.

Wedbush Sees AMD’s Data Center Business Growing Ahead of Expectations. What That Means for Investors Here.

Wedbush raised its AMD price target to $600, citing new Microsoft and Anthropic partnerships as the start of a sharp AI ramp for the data center business.

Mining For Megawatts: AMD's Billion-Dollar Grid Grab

Mining For Megawatts: AMD's Billion-Dollar Grid Grab

AMD is leasing up to 2.5 gigawatts of data center capacity from Core Scientific, converting former crypto mining sites into AI colocation infrastructure via long-term leases and equity warrants.

Dear AMD Stock Fans, Mark Your Calendars for August 4

Dear AMD Stock Fans, Mark Your Calendars for August 4

With investors growing more selective about AI stocks, AMD's August 4 earnings could be a big catalyst for the chip stock.

5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?

5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?

AI stocks like AMD, Micron, Credo, Cloudflare and AirJoule face a summer pullback, but intact spending trends and analyst price targets suggest their uptrends remain in place.

AMD’s AI Bubble Could Burst Into Explosive Upside

AMD’s AI Bubble Could Burst Into Explosive Upside

AMD's raised TAM outlook, bullish chart signals, and major AI deals with Anthropic, OpenAI, Meta and Microsoft point to strong Q2 guidance and potential stock upside ahead.

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Consumer Tech (July 20-24): AI Boom Drives Big Tech Earnings, Oracle Grabs $7B Defense Deal & More

The Indian government has directed GitHub to remove Jack Dorsey‘s Bitchat repositories amid the ongoing student protests in Delhi.

What a Major Anthropic Chip Deal Really Means for AMD Stock

As AMD expands its AI ecosystem through a strategic partnership with Anthropic, investors have another reason to keep the stock on their radar.

CBRS Stock Alert: What to Know as Cerebras Teams Up With AMD

Cerebras stock inches higher on a strategic partnership with AMD. Here’s what the announced deal means for CBRS shares and AMD stock.

TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power

TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.

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The Economic Times

Intel forecast crushes estimates as AI boom boosts chip demand; shares jump

Intel expects third-quarter revenue between $15.8 billion and $16.8 billion, compared with analysts' average estimate of $15.1 billion, according to data compiled by LSEG. Adjusted profit is expected to be 38 cents per share, compared with analyst estimates of 27 cents.

Wedbush Sees AMD’s Microsoft Deal as the Start of a Sharp AI Ramp, But It’s Not a Reason to Dive In Here

AMD’s Microsoft deal for Helios rack-scale AI systems and next-gen Instinct and EPYC chips joins AMD's list of wins along with other AI industry favorites.

AMD’s $5 Billion Anthropic Deal Could Redraw the AI Chip Battle

AMD secured a $5 billion no-warrant equity stake in Anthropic and launched its Helios rack-scale architecture, locking in 2027 GPU capacity commitments ahead of its Aug. 4 earnings report.

The 2026 Blueprint: 6 Stocks for a Brand New Portfolio

Capital is shifting from software to hard assets like AMD, GE Vernova, ExxonMobil, and Amazon as investors prioritize AI infrastructure, energy security, and pricing power over speculative tech.

The Economic Times

AMD expected to launch next generation of AI infrastructure to challenge Nvidia

Advanced Micro Devices is launching new artificial intelligence hardware on Thursday. This new hardware aims to compete directly with Nvidia's offerings. AMD is targeting the growing data center inference computing market. The company also announced significant deals with AI labs Anthropic and OpenAI. These agreements position AMD for substantial future…

International Business Times

AMD Wants A Bigger Piece Of The AI Boom. It's Investing Up to $5 Billion in Anthropic

Advanced Micro Devices is making one of the biggest strategic bets in its history, agreeing to invest up to $5 billion in artificial intelligence company Anthropic.

These 2 Analysts Just Upped Their AMD Stock Price Targets. Here’s Why.

Advanced Micro is earning analyst optimism as AI catalysts, a stronger chip outlook, and major partnerships keep bullish sentiment intact.

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