AMD has started ramping production of its 6th Generation EPYC processors, codenamed 'Venice,' using TSMC's advanced 2nm process technology. This marks the first high-performance computing product in the industry to utilize this cutting-edge manufacturing node, aimed at meeting growing demand for AI and agentic workloads in cloud and enterprise data centers. AMD plans to expand production to TSMC's Arizona facility and follow up with 'Verano,' another 6th Gen EPYC CPU optimized for AI workloads with advanced memory integration. This development strengthens AMD's position in the server market and supports the scaling of AI infrastructure globally through a diversified manufacturing footprint.
AMD posted strong Q1 results with 37.8% revenue growth and a record $2.57 billion in free cash flow, reinforcing positive investor sentiment. Despite high valuation metrics, the company is expected to benefit from new AI infrastructure products shipp...
In May 2026, three T. Rowe Price ETFs delivered strong returns, led by the Technology ETF (TTEQ) which surged 19.7%, driven largely by Nvidia (NVDA) holdings. NVDA was the top holding across TTEQ, Growth Stock ETF (TGRW), and Innovation Leaders ETF (...
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by capturing a broader range of semiconductor stocks, especially equipment makers, resulting in an 86.78% gain versus SMH's 64.11%. SOXX's index favors ...
Advanced Micro Devices, Inc. (AMD) is recommended as a Buy due to its strong catalysts and expected forward earnings growth. The company's Data Center segment now accounts for over 50% of revenue, with CPU revenue projected to grow 70% year-over-year...
The S&P 500 index has increased by nearly 7% so far this year, with chip stocks like Micron, Intel, AMD, and SK Hynix more than doubling since January. This rapid rise in tech stocks highlights strong market enthusiasm but also raises concerns about ...
