AMD
Advanced Micro Devices (NASDAQ: AMD) is setting its sights on a monumental expansion within the burgeoning artificial intelligence market, with CEO Lisa Su declaring an aspiration to achieve "tens of billions of dollars" in annual AI revenue in the coming years. This bold pronouncement underscores AMD's
AI
The artificial intelligence landscape is in the midst of a seismic shift, as a new generation of agile innovators and specialized chip providers rapidly carves out significant market share, directly challenging the long-held dominance of established tech giants. Companies like Anthropic and Databricks are redefining the AI software and platform
AI Chips
The United States has dramatically escalated its strategic offensive in the technological rivalry with China, implementing sweeping export restrictions on advanced Artificial Intelligence (AI) chips. These measures, spearheaded by the Biden administration and continued under the current Trump administration, are designed to choke off China's access to the
AI Chips
The artificial intelligence (AI) chip market, a critical engine of the global digital economy, is embroiled in an escalating battle for supremacy. NVIDIA's (NASDAQ: NVDA) long-held, near-monopolistic grip on high-performance AI accelerators is facing unprecedented challenges from a resurgent Advanced Micro Devices (NASDAQ: AMD), a determined Intel (NASDAQ:
Nvidia
In a groundbreaking and highly unusual move, the U.S. government has forged a new agreement with semiconductor titans NVIDIA Corp. (NASDAQ: NVDA) and Advanced Micro Devices Inc. (NASDAQ: AMD), mandating that they remit 15% of their revenues derived from certain artificial intelligence (AI) chip sales to China. This unprecedented
Trump
President Donald Trump's assertive tariff policies continue to send ripples through global financial markets, most recently highlighted by an unprecedented agreement with leading semiconductor manufacturers and a dramatic swing in gold prices. The administration's ongoing use of import taxes, which have pushed the average U.S.
US-China Trade
The intricate dance of U.S.-China trade relations has taken a new, unprecedented turn, marked by a novel revenue-sharing agreement for American tech giants and a renewed push for agricultural purchases. In a significant development, chipmakers Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) have reportedly agreed to
Chip Stocks
The semiconductor industry is experiencing an unprecedented surge, with major players like Taiwan Semiconductor Manufacturing (NYSE: TSM), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), and Advanced Micro Devices (NASDAQ: AMD) leading a remarkable rally. This significant uplift in chip stock valuations is largely fueled by the insatiable demand for artificial intelligence
US Stock Market
The US stock market is currently experiencing a period of heightened volatility, with major indices showing mixed signals as investors grapple with economic uncertainties, evolving corporate earnings, and the lingering impact of trade policies. While the broader market has demonstrated resilience in recent months, certain key sectors, notably Technology, Utilities,
Earnings Season
The latest corporate earnings season has sent ripples of concern through the financial markets, as several high-profile companies, including Walt Disney (NYSE: DIS), Advanced Micro Devices (NASDAQ: AMD), and Snap (NASDAQ: SNAP), have reported results that fell short of Wall Street's often-optimistic expectations. These misses are not isolated