SOXX ETF analysis: AI data center boom drives gains, but valuation is rich. Read more macro analysis here.
Start Your NewsReadery Pro FREE TRIAL!
| | |
#amd / Page 5
Intel Corporation stock surged on AI and foundry optimism, but valuation looks stretched at 125x forward earnings. Click for this INTC update.
Digital AI and Physical AI are two substrates of the same story. ROBO and THNQ sit across the stack it runs on. Read more here ...
Advanced Micro Devices, Inc. rated Strong Buy vs. Nvidia Corporation Strong Sell: click to see backtested equal-weight portfolio results and more for NVDA and AMD.
With VRAM prices having increased so much, the cost of graphics card repairs has skyrocketed, affecting both Nvidia GeForce and AMD Radeon GPUs.
Wayve has raised $60M from AMD, Arm, and Qualcomm Ventures, extending its $1.2B Series D. Robotaxi pilots with Uber are planned for Tokyo and London from 2026.
Wayve now has major semiconductor names, including Nvidia, as shareholders as it looks to sell its technology to automakers who may be using different chips.
Amazon.com, Inc.'s chip business tops a $20B run rate, targeting $50B with Trainium/Graviton. Click for this AMZN stock update and look ahead.
Linux kernel 7.1 development begins with x86 changes removing 486, 486SX, and AMD Elan CPU support.
Sterile metformin eye drops from Illinois-based Sterling will support planned Phase 1 dry AMD and K9 retinal studies under Curative's NIH pact.