AMD shares have jumped 55% over the past month, driven by strong AI data center demand and impressive Q1 2026 results, including 38% revenue growth and a 57% increase in Data Center revenue. Intel, while growing more slowly with 7% revenue growth and 22% AI segment growth, leads year-to-date with a 205% gain versus AMD's 148%. Both companies have strong AI partnerships and growth prospects, but AMD's valuation is very high and retail sentiment is cautious. Investors are advised to consider measured exposure to both stocks rather than switching fully to AMD, watching upcoming product ramp updates for clearer direction.
The Invesco PHLX Semiconductor ETF (SOXQ) surged 165% from May 2025 to May 2026, driven by strong AI-related demand boosting semiconductor prices and sales. The fund, tracking the top 30 U.S. semiconductor stocks, benefits from a market-cap-weighted ...
US Representative Josh Gottheimer disclosed purchases of stocks in four major AI chip companies: Advanced Micro Devices, Micron Technology, Analog Devices, and Fabrinet. These buys, made between May 1 and May 21, 2026, reflect his position on the Hou...
Amazon has quietly built a semiconductor operation generating about $20 billion annually, growing over 100% yearly, focused on custom chips like Graviton CPUs and Trainium AI accelerators for its AWS cloud infrastructure. This internal chip business ...
The U.S. government is aggressively securing AI compute tokens, creating scarcity that impacts pricing and supply for NVIDIA, AMD, and major cloud providers. This token shortage means enterprises must compete for limited AI processing capacity, benef...
Nvidia announced it expects to generate $20 billion in CPU revenue in fiscal year 2027 from its new Vera CPU, marking a major shift from zero CPU revenue last year. The Vera CPU, developed with MediaTek, integrates tightly with Nvidia's Vera Rubin pl...
