AMD reported $10.25 billion revenue in Q1 fiscal 2026, driven by a 57% YoY rise in its Data Center segment, powered by AI accelerators like EPYC CPUs and Instinct GPUs. Free cash flow tripled, showing strong operational leverage. Intel posted $13.58 billion revenue but faced a $4.07 billion restructuring charge causing a GAAP net loss of $3.728 billion. Despite this, Intel's Foundry and Data Center AI segments grew steadily. AMD focuses on merchant chips with major hyperscaler partnerships, expecting server CPU markets to exceed $120 billion by 2030. Intel invests heavily in owning silicon manufacturing, with foundry projects advancing but causing negative free cash flow. Both CEOs say demand exceeds supply, with AMD guiding 46% revenue growth next quarter and Intel expecting up to $14.8 billion. AMD shows cleaner profitability and growth visibility, while Intel offers turnaround potential amid execution risks.
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
The FTSE 100 index fell slightly, dragged down by mining stocks reacting to China's slower GDP growth of 4.3% in Q2, its weakest in three years. Despite this, oil prices remained steady amid US-Iran tensions. PayPal shares jumped over 14% following r...
TappAlpha introduced the TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF (TMGN), which offers exposure to the Cboe Magnificent 10 Index featuring leading tech companies like Nvidia, Microsoft, and Apple. This ETF applies TappAlpha's options-b...
In Q2 2026, AMD's stock surged 182.4%, driven by growth in AI workloads linked to large language models. CrowdStrike also saw strong gains of 95.6% due to a positive shift in the AI investment narrative. Conversely, Netflix's stock declined after bea...
