AMD company headlines, earnings, strategy, leadership, and market-moving business updates.
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A new long-range market analysis projects growth for computing and AI in data centers through 2040 while examining how GPU makers and hyperscalers are reshaping the chip stack, including the role of AMD and other alternatives to merchant graphics processors.
THE APEX TIMES
THE APEX TIMES
A recent analysis from Yahoo Finance estimates that investing $10,000 in AMD a decade ago would have grown to more than $700,000, while the S&P 500 would have returned about $42,000 over the same span.
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A new market comparison weighs Broadcom and AMD as AI-chip plays, arguing both have outpaced the S&P 500 while leaving investors with a choice between different approaches to the AI buildout.
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The chipmaker’s latest borrowing comes as it reports roughly $13 billion in cash and investments, raising questions about how the company plans to use the proceeds.
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A new market commentary points to AMD’s outsized gains, including a roughly 180% surge referenced in the piece, while arguing that a near-term stock split is not on the horizon.
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A new report says AMD funded Elon Musk’s space and AI company to the tune of $566 million, even as SpaceX has indicated it will build AI infrastructure using Nvidia chips.
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Shares of major chipmakers traded up on August 12, as investors digested a blowout earnings report from Super Micro Computer and leaned back into the AI server supply chain trade.
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A quarter-end view of Stanley Druckenmiller’s Duquesne Family Office shows a sharp reshuffling of holdings that favored large technology platforms, while trimming exposure to some parts of the semiconductor complex, according to the latest 13F snapshot reported by Yahoo Finance.
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Stocks including AMD and semiconductor equipment maker Kulicke and Soffa jumped in the afternoon session as investors reacted to upbeat results and forward-looking guidance tied to artificial intelligence demand, according to market coverage.
