SA analyst upgrades/downgrades: AMD, CSCO, SHOP, CHWY
Recent analyst actions highlight key movements in the tech sector, with notable shifts in ratings for Advanced Micro Devices...
Tag: AMD
Nvidia, AMD will benefit from China chip sales, but extent is unknown: BNP
Nvidia (NVDA) and AMD (AMD) will definitely benefit from being allowed to sell artificial intelligence chips to China, but...
Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cut
Nvidia (NVDA), AMD (AMD) and Intel (INTC) shares rose in extended trading on Monday after President Trump said he had...
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...
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,...