AMD Becomes the 14th Company to Cross $1 Trillion In Market Cap. What This Means for AMD Stock. Bullishness abounds about the company as it achieves a major milestone. Barchart · Sep 23
Google Is Reportedly Working with AMD for Its New TPU. What This Means for AMD Stock. The Alphabet company's 10th-generation TPU is expected to be designed in collaboration with AMD instead of traditional partner Broadcom. Barchart · Aug 20
The global race to make a practical quantum computer just took a big leap forward In the global race to build bigger and better quantum computers, researchers have taken a step forward. A new machine called Helios is a radically different system compared to other quantum computers. The Conversation · Aug 18
Quantinuum’s Cloud Deal With Oracle Sends Clear Message on Hybrid AI Quantinuum is putting its Helios quantum computer inside Oracle Cloud, pairing quantum power with AI as revenue and bookings surge in Q2. Barchart · Aug 13
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. MarketBeat · Aug 11
This Could Be One of the Best Opportunities to Buy AMD Stock in Months AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history. Barchart · Aug 7
AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform. Benzinga · Aug 5
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. Barchart · Aug 3
AMD's Helios beats Nvidia on memory at rack level and on compute — only if you count it at the GPU level AMD says Helios beats Nvidia's Vera Rubin on four counts, but the memory wins are rack-level and verifiable, while the 15% FP4 win is per-GPU, even as Nvidia pulls ahead in rack-level compute. TechRadar · Jul 28
AMD says its newest AI server is in full production, will ship in months The Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan Semiconductor Manufacturing Co. During Su's keynote address at an event in San Francisco, OpenAI's top computing executive joined Su to say that the ChatGPT creator plans to… The Economic Times · Jul 24
While PC gamers fight for 16GB of VRAM, AMD just unveiled a rack with 31,000 Gigabytes AMD just announced a 256-core CPU and a single server cabinet packing a staggering 31 terabytes of high-bandwidth VRAM! Here's what you need to know. Tom’s Guide · Jul 23
Microsoft Just Validated AMD’s Biggest AI Bet. This Could Be the Start of a New Growth Phase for AMD Stock. Microsoft's decision to deploy AMD's Helios platform marks a major validation of its full-stack AI strategy and strengthens the company's long-term position in AI infrastructure. Barchart · Jul 23
Microsoft's AI Bet Could Rewrite AMD's Growth Story Microsoft is deploying AMD's Helios Rackscale Solution across Azure data centers starting in late 2026, diversifying its chip supply and boosting AMD's multi-year data center revenue outlook. MarketBeat · Jul 21
Microsoft will deploy AMD’s Helios rack-scale AI accelerator ‘at scale’ on Azure – Radeon Instinct MI455X and Epyc Venice power will be available through Redmond’s cloud infrastructure Microsoft and AMD are teaming up to get Redmond more AI FLOPS for both internal and external use. Tom’s Hardware · Jul 20
The Economic Times · Jul 10 Adani flagship is the next big India pick for Singapore’s Helios Helios Capital Management is investing in Adani Enterprises, seeing potential in India's overlooked market. The asset manager bought shares, citing Adani's improving legal standing and business ventures. Adani plans significant investments in data centers and digital expansion, leveraging its energy assets. This move positions Adani as a proxy for India's…
The Economic Times · Jun 26 Crude at $65, consumption boom, and the Rupee's new shield: Dinshaw Irani's big market calls India's economic headwinds are easing, with falling crude oil prices and a stabilizing rupee poised to boost the market. Helios Mutual Fund CEO Dinshaw Irani anticipates oil prices dropping to around $65 per barrel, significantly benefiting India. He favors discretionary consumption, especially digital-first companies targeting younger generations, over FMCG. IT…
The Conversation · Jun 24 A new quantum computer sets a high watermark for accuracy – are we on the verge of a big breakthrough? In a laboratory in Broomfield, Colorado, 98 atoms are suspended in mid-air, held in place by electric fields and cooled to temperatures close to absolute zero.
The Economic Times · Jun 10 Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw Irani Helios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where mid and small companies are showing much higher growth than large companies. The fund has added Adani Enterprises, Dixon Technologies, and CAMS to its portfolio. It is avoiding sectors…
The Economic Times · Jun 3 Titan's big wager on the premiumisation boom now rests on watches priced above ₹25,000 Titan is significantly increasing its focus on premium watches. The company anticipates that timepieces priced above Rs 25,000 will soon account for nearly a quarter of its total revenue. This strategic shift is supported by the rapid growth of its premium retail formats, Helios and Helios Luxe.
MarketBeat · May 12 Helios Technologies Q1 Earnings Call Highlights Helios Technologies (NYSE:HLIO) reported a stronger-than-expected first quarter for fiscal 2026, with management pointing to broad-based sales growth, margin expansion and record first-quarter cash generation as evidence that the company’s repositioning efforts are gaining traction. President and C
Inverse · Apr 17 6 Years Later, Apple's Biggest Sci-Fi Show Has A New Hero There's a new Baldwin in town. Sean Kaufman talks to Inverse about stepping into the spotlight in 'For All Mankind' Season 5.
Inverse · Feb 24 Apple's Biggest Sci-Fi Epic Is Plunging Into Interplanetary Warfare 'For All Mankind' Season 5 trailer teases the ultimate Mars showdown. But is this the last new planet in the epic sci-fi saga/
Tom’s Hardware · Feb 17 AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026' AMD's Helios rack-scale solution based on the MI455X accelerators, the company's major hope for AI market, may slip to 2027, whereas Nvidia may speed up roll out of the Vera Rubin platform if the latest market rumors are to be believed.
Barchart · Feb 5 Is 32% Revenue Growth Enough to Justify Buying AMD Stock in 2026? AMD shares plunged 17% despite a strong Q4.
MarketBeat · Feb 4 AMD’s Post-Earnings Dip Looks Like the Buying Window Bulls Wanted Advanced Micro Devices is setting up for a major rally as the imminent launch of MI450 and Helios rack-scale solutions draws near.