Semiconductor stocks rose on August 25, 2026, driven by news that the U.S. Treasury might use its nearly $1 trillion cash reserve to buy back bonds, lowering long-term yields. This move reduces supply pressure on bonds, causing yields to drop and boosting chip stocks like AMD, Marvell, Micron, and Intel, which are highly sensitive to interest rates due to their long-term cash flow valuations. However, the rally is seen as rate-driven rather than demand-driven, and investors should watch if the Treasury actually follows through on repurchases and the direction of bond yields. The sector’s fundamentals remain strong, with companies projecting significant revenue growth ahead.
AMD reported robust Q2 results with revenue reaching $11.5 billion, fueled by a 107% growth in its data center segment driven by strong AI compute demand. Margins improved year-over-year, reflecting better cost efficiency. The company projects Q3 rev...
Anthropic has secured a $45 billion, six-year deal to rent AI computing power from British startup Nscale, utilizing Nvidia's cutting-edge Vera Rubin chip system. This deal, starting in late 2027, adds to Anthropic's aggressive expansion of compute c...
Advanced Micro Devices (AMD) projects its Data Center revenue will more than double by 2027, with server CPU revenue growing over 70%. This growth is supported by AMD's Helios platform, which integrates MI450 GPUs, Venice CPUs, Pensando networking, a...
Anthropic has secured a $45 billion cloud computing agreement with UK-based AI infrastructure firm Nscale, renting 460 megawatts of capacity at a new data center in West Virginia. This deal, expected to be operational by the end of 2027, will use Nvi...
AMD's stock has surged 123.75% year to date, driven by a doubling of data center revenue and expanding deals with major AI hyperscalers like OpenAI and Meta. The company reported Q2 FY2026 revenue of $11.54 billion, up 50% year-over-year, and expects...
