AMD
11 articles on this topic, newest first.
Nov 2026 2 stories
It Wasn't AI That Broke. It Was the Wait for Payback
An election shock lit the fuse, and leveraged unwinding and risk-control selling widened the drop. As the payback period for AI spending stretched, the market began pricing each company differently.
AMD's Data Center Revenue Jumped 97%. Why Did Free Cash Flow Fall 64%?
AMD is rapidly turning into an AI server company. Whether the added revenue is coming back as cash is not yet confirmed.
Oct 2026 3 stories
Nvidia Moves From GPUs to CPUs as AI Agents Reshape a $200 Billion Chip Market
A customer's early test found Nvidia's Vera CPU handled about twice the AI agent workload of its existing chips. The bigger story is where the money in semiconductors is heading as AI shifts from answering questions to doing work.
Micron Falls 3.62%, Nvidia Gains 0.97% as CXMT News Splits Chip Stocks
The S&P 500 barely moved, but memory and AI compute chips went opposite ways after China's CXMT showed progress in DRAM design. Financials also weakened after bank earnings.
Nvidia and AMD Back Common Design to Build AI Data Centers Like Lego Blocks
A new Open Compute Project spec aims to let one building host rival chip systems. Whether it speeds up construction is not yet confirmed.
Sep 2026 6 stories
Samsung's HBM4 Yield Hits 80% - Now the Real Fight Is Production Volume
Reports confirm Samsung's HBM4 yield has climbed to roughly 80 percent, but the bigger number is capacity: HBM wafer input is projected to jump nearly 40 percent next year, from about 180,000 to 250,000 wafers a month.
The US-China Summit Didn't Erase Taiwan Risk for Chip Stocks
Washington's Taiwan policy held, but roughly $14 billion in arms sales is still on hold. For AI chip investors, the summit reads less like risk removed and more like a fragile balance extended.
AMD Crossed $1 Trillion, and the Market Started Looking at CPUs Again
AMD's stock topped a $1 trillion market cap for the first time. The rally isn't just about being an Nvidia alternative. It reflects a reassessment of AMD as a full-stack AI infrastructure vendor, one that bundles CPUs, GPUs and networking, as AI shifts from chatbots to agents and reignites data center demand for CPUs.</deck> <parameter name="oneline">As AI moves from chatbots to agents, the market has started counting the CPU sitting next to the GPU again.
The CPU Rally Muse Woke Up: Why Arm Really Jumped 17%
Meta's AI agent lit the fuse, but the bigger shift is elsewhere. As AI moves from answering to acting, the CPU work behind the GPU — orchestration, search, memory, networking — is growing, and Arm just moved from an IP company to a company that sells data center CPUs directly.
Meta +11%, ARM +17%, Nasdaq +2.26%: AI Agents Ignite a Chip Rally
Meta's consumer AI agent Muse hit No. 1 on the App Store, and the market started repricing AI demand. This time it wasn't just GPUs. CPUs, memory, networking and chip equipment all moved. But Treasury yields and oil are still too close to the line to call this a new trend after just one day.
Who Hits $1 Trillion Next: Reading AMD and ASML by Different Rules
One company is chasing Nvidia's GPU empire. The other sells the machine that draws the chips for every advanced chipmaker, including Nvidia. Both get floated as 2028 trillion-dollar candidates, but the numbers investors need to watch are entirely different.
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