INSANE: 40 | Vintage Vibes

AMD's Poker Face: Reading the Tell in a Panic-Driven Market

A macro-driven selloff in Advanced Micro Devices is creating a dislocation between its current price and its strong forward-looking hardware catalysts.

MarketBeat · Apr 29

Chinese GPU maker Lisuan Tech becomes only the fourth GPU maker ever to earn Microsoft WHQL certification — LX 7G100 GPU joins Nvidia, AMD, and Intel as it crosses the WHQL driver finish line, first Chinese firm to earn certification

Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification for its 6nm graphics cards, making it only the fourth company to ever do so.

Tom’s Hardware · Apr 29

Single-channel DRAM is bad news for PC gaming but depending on what CPU you have, it's not actually as awful as you might think

Cache to the rescue.

PC Gamer · Apr 29

Microsoft announces Shader Model 6.10 preview, bringing neural rendering into the mainstream and just maybe making the games industry a bit less reliant on Nvidia

Max out your GPU's matrix hardware without paying fealty to Nvidia.

PC Gamer · Apr 28

Insiders Are Selling Big Tech, But Here Are 3 Reasons You May Not Want To

Insiders are selling big tech, but institutional buying, ongoing AI spending, and bullish analyst trends suggest investors might want to consider holding onto their positions.

MarketBeat · Apr 28

Market slumps as OpenAI reportedly misses internal targets for active users and revenue — Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news

Nvidia, Oracle, SoftBank, and CoreWeave saw their stock prices go down because of news that OpenAI has been missing its internal targets. SoftBank stock lost 9.9% of its value on the Tokyo Stock Exchange. Nvidia, AMD, Oracle, and CoreWeave also dropped during pre-market trading and remain down after the market…

Tom’s Hardware · Apr 28

China announces CPU-only exascale supercomputer with 47,000 homemade processors, record 2 Exaflops of performance without GPUs — Lingshen super said to use Huawei Kunpeng servers and no foreign-made components

The system would pack 47,000 processors into 92 compute cabinets, making it the first exascale machine designed to reach that performance tier without GPU accelerators.

Tom’s Hardware · Apr 28

AMD Stock Slides on Analyst Downgrade. What to Know.

AMD stock sinks as Northland Capital downgrades it to “Market Perform.” Here’s why analyst Gus Richard turned dovish on AMD shares ahead of the firm’s Q1 earnings on May 5.

Barchart · Apr 28

Dear Super Micro Computer Stock Fans, Mark Your Calendars for May 26

Super Micro is still posting explosive top‑line growth and big EPS gains, but the DOJ export‑scheme indictment, a lost Oracle order, and excess Nvidia GPU inventory for xAI have turned it from a pure AI winner into an overhang‑heavy story trading at a discount multiple.

Barchart · Apr 28

Is Wall Street Bullish or Bearish on Advanced Micro Devices Stock?

Advanced Micro Devices has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Barchart · Apr 28