White House to widen its AI-robotics lens; see top sector names by market cap
The Trump administration is intensifying its focus on robotics as a part of its broader initiative to accelerate the...
Tag: AMD
AMD expands partnership with HPE to build open rack-scale AI infrastructure
AMD (AMD) has expanded its partnership with Hewlett Packard Enterprise (HPE) to build open, rack-scale artificial...
Global semiconductor market nears $1T in 2026: WSTS
The World Semiconductor Trade Statistics forecast that the global semiconductor market is expected to grow by more than 25%,...
Cathie Wood’s Ark Invest weekly recap: Boosts AI and Crypto Bets, Trims Palantir, GitLab, and AMD
Cathie Wood’s ARK Invest sharply increased exposure to artificial intelligence and crypto-linked assets this week while...
SA Asks: What happens to the chip sector if China retakes Taiwan?
According to recent reports, the Chinese government may be eyeing a takeover of Taiwan next year ahead of the 100th...
SA Asks: What’s the best chip stock that’s not Nvidia?
What's the best chip stock that's not Nvidia (NVDA) for investors right now? Seeking Alpha analysts Tangerine Tan Capital...
Google’s chips for Meta a positive for Broadcom; bullish on Lumentum and Micron: Mizuho
Mizuho raised the price target on Lumentum's (LITE) stock to $325 from $290, noting that Google’s Tensor Processing Units,...
BofA reiterates Buy ratings on Nvidia, AMD, Broadcom as chip battle heats up
Bank of America reiterated its Buy ratings on Nvidia (NVDA), AMD (AMD), and Broadcom (AVGO), amid reports that Meta (META)...
AMD edges higher after a seven-day slide
Advanced Micro Devices (AMD) rose 5.76% to $215.51 in the afternoon trade on Monday, snapping a seven-session losing streak....
Memory supply remains tight for HPC, AI computing: Wedbush
The high demand for memory, particularly flash and dynamic random access memory, continues to drive up prices, according to...