Advanced Micro Devices, Inc. - Common Stock (AMD)

Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.

Priced for perfection? Losing market share? Unsustainable margins? Bah humbug.

What Happened? A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Service...

Advanced Micro Devices (NASDAQ:AMD) executives said artificial intelligence demand is broadening beyond graphics processors to include server CPUs, AI PCs and adaptive computing, while the company prepares for a significant ramp of its MI450 accelerator platform and Helios rack-scale systems. Speak

Broadcom is growing faster and is valued at a lower price.

AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.

AI stocks show diverging fortunes in Q3, with Nvidia, Snowflake and Palantir gaining momentum while AMD, Ciena, and Google suddenly lag.

Every stock enters your portfolio at the same size, regardless of how sure you feel about it. Here's why.

Why doesn't Berkshire own the top AI stock?

Historically, September brings unusually harsh selling pressure to the stock market.

One segment doubled last quarter while everything else combined grew 8%. If rates anywhere close to those hold, 70% arrives before the ramp is done.

The Vanguard Information Technology Index Fund ETF should continue to outpace the S&P 500.

Nvidia is making a $12 billion move.

Nvidia stock has jumped significantly over the past decade, and the good news is that it still has multibagger potential.

One wave of AI spending pays all five of these companies. Why do their discounts run from 2.6% to 32%?

HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.

The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.

Both companies are delivering impressive revenue growth.

AI's next big investment opportunity may not be another software company. Instead, it may be these three stocks helping build the physical infrastructure that makes the AI boom possible.

Taiwan Semiconductor is on course for strong revenue growth next year.

Credo Technologies stock fell 20% despite a Q1 FY2027 revenue and EPS beat and raised guidance, as analysts cite margin compression but maintain a bullish Moderate Buy consensus.