AMD and NVIDIA both reported strong AI-driven revenue growth, with AMD's Data Center revenue doubling and NVIDIA's more than doubling on a much larger base. NVIDIA focuses on a closed, full-stack AI platform approach, while AMD promotes an open, memory-rich coalition model with its Helios system. AMD's strategy targets the inference-heavy phase of AI, potentially offering better cost efficiency. Investors are watching AMD's Helios shipments and NVIDIA's Vera Rubin product ramp to see which approach will dominate as AI demand grows.
Semiconductor stocks experienced their longest losing streak since 2008, falling for eight consecutive days due to concerns over AI spending cycles, rising oil prices, and higher interest rates. The Philadelphia semiconductor index dropped 3.8% on Oc...
Intel's stock has fallen 33% over the past 90 days, underperforming rivals AMD and NVIDIA, yet analyst Ben Reitzes of Melius Research forecasts a potential doubling to $200 within two years. This bullish outlook hinges on Intel's foundry business gro...
Adams Diversified Equity Fund reported a 12.9% total return on net asset value for the first nine months of 2026, outperforming the S&P 500's 12.8% and the Morningstar U.S. Large Blend category's 11.5%. The fund's market price return was even higher ...
Taiwan Semiconductor Manufacturing Co. (TSMC) is struggling to meet soaring demand for advanced chips driven by the AI boom, creating intense competition for its limited manufacturing capacity. Major tech firms like Nvidia, AMD, Apple, Google, and Am...
The global microprocessor market, valued at $85.4 billion in 2025, is projected to grow to $191 billion by 2035 at an 8.7% CAGR. Growth is fueled by rising demand for high-performance computing, AI, machine learning, and IoT applications across vario...
