AMD reported a 50% revenue increase to $11.5 billion in Q2, driven by booming AI-focused data center sales, with high margins and strong commercial GPU adoption. Intel posted higher revenue at $16.1 billion, its best growth in 15 years, but reported an $11 billion net loss due to foundry costs and a large CHIPS Act charge. AMD is seen as the current AI design leader with faster growth and profitability, while Intel is in a costly turnaround phase investing heavily in manufacturing to catch up. Investors will watch AMD's AI GPU shipments and Intel's foundry progress as key indicators for future performance.
Broadcom's stock dropped 6% after Bank of America highlighted a potential $370 billion senior debt linked to its AI chip financing vehicle, raising concerns about its off-balance-sheet exposure. Meanwhile, AMD's shares climbed 4% following Baird's bu...
NVIDIA announced a $500 billion financing plan to support AI infrastructure development, signaling strong market confidence. The company reported impressive Q1 FY2027 results, with revenue up 85% year-over-year and strong data center growth. NVIDIA's...
NVIDIA reported $81.6 billion in revenue, up 85% year-over-year, but excluded any China data center compute revenue in its guidance due to export bans, impacting about $20 billion in potential revenue. AMD posted $11.54 billion, up 50%, with a 107% i...
AMD reported strong Q2 2026 results with revenue up 50% to $11.54 billion and data center revenue doubling, yet shares fell due to flat gross margin guidance of 56% for Q3. Despite the pullback, Baird raised its price target to $1,250, citing AMD's g...
Jim Cramer is highlighting semiconductor stocks as key investments due to strong earnings driven by AI infrastructure demand. Major players like NVIDIA, AMD, Broadcom, Qualcomm, and Marvell show varied strengths: NVIDIA and AMD lead in merchant GPU c...
