Semiconductors
The semiconductor darlings of the AI era faced a harsh reality check on Friday, March 20, 2026, as Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD) saw their stock prices tumble amid a perfect storm of rising competition and a massive shift in investor sentiment. Intel shares
SMCI
The high-flying era of Super Micro Computer (NASDAQ:SMCI) hit a staggering roadblock on Friday, March 20, 2026, as shares of the server manufacturer plummeted more than 28% following the unsealing of a federal indictment. The charges, brought by the U.S. Attorney’s Office for the Southern District of
AMD
SANTA CLARA, CA – Advanced Micro Devices, Inc. (Nasdaq: AMD) has officially moved to colonize the next frontier of the personal computing market, announcing a sweeping expansion of its Ryzen AI 400 series processors. Following a high-profile series of reveals at the Mobile World Congress (MWC) 2026 earlier this week, the
AMD
As the calendar turns to March 2026, the initial euphoria of the artificial intelligence revolution has given way to a more cold-eyed assessment of the semiconductor landscape. Advanced Micro Devices, Inc. (NASDAQ: AMD), once the darling of the 2024-2025 AI surge, finds itself at a crossroads. Despite a staunchly bullish
AMD
MENLO PARK, CA & SANTA CLARA, CA — In a move that fundamentally redraws the competitive map of the semiconductor industry, Meta Platforms (NASDAQ: META) has finalized a landmark multi-year agreement with Advanced Micro Devices (NASDAQ: AMD) to deploy a staggering six gigawatts of AI computing power. The deal, valued at
Nvidia
On February 26, 2026, the artificial intelligence trade, which has fueled the most significant bull market of the decade, hit a sobering wall. Shares of Nvidia (Nasdaq: NVDA) plummeted 5.5% in a single trading session, erasing roughly $260 billion in market capitalization despite the company reporting financial results that
AMD
In a move designed to break the stranglehold of vertically integrated AI stacks, Advanced Micro Devices, Inc. (NASDAQ: AMD) and Nutanix (NASDAQ: NTNX) have announced a landmark $250 million strategic partnership. The collaboration aims to deliver a production-ready, "open" enterprise AI platform specifically optimized for agentic AI—autonomous
AMD
In a move that fundamentally reshapes the balance of power in the semiconductor industry, Advanced Micro Devices, Inc. (Nasdaq: AMD) and Meta Platforms, Inc. (Nasdaq: META) have announced a staggering multi-year agreement valued at upwards of $60 billion. The deal centers on the deployment of a massive 6-gigawatt (6GW) AI
AMD
As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering
AMD
In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, AMD (NASDAQ: AMD) shares surged 9% following the announcement of a landmark, multi-year strategic partnership with Meta Platforms (NASDAQ: META). The deal, characterized by analysts as one of the largest hardware procurement agreements in the history
Meta Platforms
MENLO PARK, CA — In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Meta Platforms (NASDAQ: META) has unveiled a staggering $135 billion capital expenditure plan for 2026, aimed at cementing its dominance in the global artificial intelligence race. Following a blockbuster Q4 2025 earnings report
AMD
SANTA CLARA, CA – The semiconductor landscape has shifted on its axis this week as shares of Advanced Micro Devices (NASDAQ: AMD) surged to record highs, fueled by a transformative multi-year artificial intelligence infrastructure agreement with Meta Platforms (NASDAQ: META). The rally, which saw AMD's stock climb as much