Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

FORGOTTEN HISTORY: 4 | History Defined

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.

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

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.

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

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.

The Economic Times

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

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.

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

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.

Aggressive Share Buybacks and Dominant Positioning Still Make Nvidia Stock a Top Buy Now

Nvidia’s financial and operating performance remains exceptionally robust despite the company operating at a significantly large scale.

inkl

Read news from The Economist, FT, and more,
with one subscription

2 Reasons Why AMD Stock Is Guaranteed to Beat Nvidia

AMD’s ROCm software may not match Nvidia’s CUDA, but it does just enough to be a serious threat.

Wall Street Is Only Just Beginning to Recognize Advanced Micro Devices’ Agentic AI Upside Potential

Wall Street Is Only Just Beginning to Recognize Advanced Micro Devices’ Agentic AI Upside Potential

While Nvidia CEO Jensen Huang enjoyed street food in China, AMD CEO Lisa Su was talking to stakeholders.

Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

Institutional capital is aggressively rotating out of saturated mega-cap technology companies and into undervalued foundational semiconductor equities.

AMD’s AI CPU Opportunity Is Getting Bigger and So Is the AI-Driven ‘Boom’ for AMD Stock

AMD is gaining server CPU market share as AI-driven inference demand grows. Can its expanding CPU opportunity support further upside?

The $132 Billion Infrastructure Pivot You Might Have Missed

The $132 Billion Infrastructure Pivot You Might Have Missed

Advanced Micro Devices and Intel Corporation are positioned to capitalize on the massive expansion of legacy server compute infrastructure.

AMD Stock Has Been on a Wild Ride Higher but This Analyst Warns the Frenzy Could Soon Stop

AMD Stock Has Been on a Wild Ride Higher but This Analyst Warns the Frenzy Could Soon Stop

Advanced Micro is surfing the AI boom. However, Daiwa Securities hints the market’s blistering rally might soon moderate its pace.

Advanced Micro Devices Shareholders Back Board as Lisa Su Touts AI Growth

Advanced Micro Devices (NASDAQ:AMD) used its 2026 Annual Stockholders Meeting to secure shareholder approval for its director slate and key governance items, while Chair and CEO Lisa Su outlined the company’s growth strategy centered on artificial intelligence and data center computing. The virtual

Get all your
news in one place.

100's of premium titles.
One news app.

This Veteran Analyst Says AMD Stock Could Be the Next Big AI Infrastructure Winner

AMD is turning from an AI challenger into a serious infrastructure force as server CPU demand accelerates.

Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock

What looks like a short-term setback for TSMC may prove far more damaging in the long run. Here's what to know about TSM stock today.

3 REITs to Watch as AI Data Center Spending Surpasses Office Construction

Data center construction hit a record $45 billion annual rate in December 2025, surpassing office building spending. Iron Mountain, Digital Realty, and Equinix offer income investors yield and AI exposure.

The Economic Times

Global Market: Japan’s Nikkei soars past 63,000 to record high, JGB rallies

Japan's financial markets surged on Thursday, with the Nikkei 225 reaching a record high, driven by global optimism from strong tech earnings and easing Middle East tensions. Technology shares, particularly AI-linked stocks, led the rally, while government bonds also strengthened. The yen remained stable after earlier gains.

Get all your
news in one place.

100's of premium titles.
One news app.

Nasdaq Jumps to New High on AMD Earnings: Stock Market Today

Advanced Micro Devices was the latest chip stock to hit a home run with earnings.

As AMD Surges 16% Following Earnings, Here's What Barchart Data Says Comes Next for AMD Stock

AMD stock rallies on stellar Q1 earnings and encouraging future guidance. But Barchart data suggests AMD shares are not out of juice just yet.

Years in the Making, AMD’s Upside Movement Has Just Begun

Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.

Nasdaq Futures Rally on Upbeat AMD Earnings and U.S.-Iran Peace Deal Optimism

June Nasdaq 100 E-Mini futures (NQM26) are trending up +1.61% this morning as optimism that the U.S. and Iran are close to a peace agreement, along with upbeat quarterly results and guidance from Advanced Micro Devices, boosted sentiment.

Ahead of AMD Earnings, Here Is What Barchart Options Data Shows for AMD Stock

Options traders believe AMD shares will rally after Q1 earnings today. But HSBC downgraded AMD stock heading into the quarterly release.

The Great Chip Divide: AI Chip War Pivots from Hype to Execution

Intel's strategic M&A and leadership changes signal a fundamental turnaround as AMD continues to secure significant enterprise AI and cloud deployments.

Stock Index Futures Climb as U.S.-Iran Ceasefire Holds, JOLTs Report and Earnings in Focus

June S&P 500 E-Mini futures (ESM26) are up +0.28%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.47% this morning, supported by lower oil prices as the ceasefire in the Middle East appeared to be holding.

1 … 3 4 5 6

People

212,076 stories

James Schneider

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

US Federal Reserve

the White House

Intel Corporation

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

415,874 stories

the Middle East

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play