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Advanced Micro Devices

2 articles on this topic, newest first.

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.

Morning Brief

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.

Investing