Advanced Micro Devices is at a medium-term sentiment and valuation peak, with equity markets likely to reset before growth resumes. AMD's forward P/E of 80 and reliance on outsized 2027 EPS growth ...

Fintel reports that on September 3, 2026, Macquarie upgraded their outlook for Broadcom (NASDAQGS:AVGO) from Neutral to Outperform. This rating action follows a prior action by Macquarie on June 4, ...

ARK Invest sold 156,286 shares of Advanced Micro Devices Inc. (NASDAQ:AMD) on August 28, 2026, valued at $74.5 million, following an earlier sale of 37,977 shares worth over $18 million on August 26, ...

AMD's Q2 revenue surged 50% to $11.54B, but shares fell 5.2% post-earnings. Saudi AI infrastructure went live, while ARK Invest trimmed its stake. Flatlay-Arrangement rund um Desktop-Prozessor zum ...

AMD's Data Center revenue surged 107%, but NVIDIA's $108B forward guide and 75% gross margin reveal how enormous the gap remains. AMD's Helios platform claims 30% more tokens per dollar and secured ...

Gross margin is where a chipmaker's pricing power lives. If AMD were truly eroding NVIDIA's grip on AI accelerators, you would expect NVIDIA's margin to buckle while AMD's climbs. Right now, both are ...

Last October I highlighted an interesting post on the Linux kernel mailing list around an x86 corporate entity other than Intel or AMD that left mysterious intrigue. The developer that detailed those ...

AMD tokenized stock sits at $467.99, pinned below every key moving average with the taker flow running 60% sell-side — yet 49 Wall Street analysts carry a $613 consensus target on fundamentals that ...

At least 100 technology, service and other companies signed a letter urging policymakers, and entities to "act decisively" to bolster cyber defenses. Sophisticated AI models have upended the cyber ...

A recent analyst note about AMD is getting attention for an argument that has nothing to do with the company’s GPU business.

SANTA CLARA, California, August 26, 2026, 04:53 EDT – Shares of AMD climbed 4.9% after the company’s server-CPU market forecast increased by $37 billion, lifting the total projection to $201 billion.