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

In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, Meta Platforms (NASDAQ: META) and AMD (NASDAQ: AMD) have officially announced a landmark multi-year strategic partnership to deploy a staggering 6 gigawatts (GW) of AI compute capacity. This deal, valued at an estimated $100 billion over

TSMC and Nebius are better long-term plays.

Shares of semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) jumped 13.9% in the morning session after the company reported fourth-quarter 2025 results that beat Wall Street's expectations for both revenue and earnings. 

The chip designer's stock rose impressively following the announcement of the latest deal with Meta.

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

NVIDIA Corporation (NASDAQ: NVDA) has fundamentally rewritten the rules of the artificial intelligence (AI) supply chain with a massive $2 billion strategic investment in CoreWeave (NYSE: CRWV), a specialized "neocloud" provider. This move, finalized on January 26, 2026, involves the purchase of 22.94 million newly issued Class A common

It's smarter to invest in Nvidia than to bet on binary outcomes on Polymarket.

AMD's AI chip business appears to be thriving.

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 as 14%

The global landscape of artificial intelligence reached a critical inflection point this February as the "memory bottleneck" continues to dictate the pace of innovation. Leading the charge, South Korean semiconductor giant SK Hynix (KRX: 000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab

AMD just landed one of the biggest chip deals in AI history, and investors should pay close attention.

PALO ALTO, CA — On February 24, 2026, HP Inc. (NYSE:HPQ) released its fiscal first-quarter results, serving as a critical pulse check for the global technology hardware sector. While the company reported a "beat" on both revenue and earnings, the market's reaction was swift and unforgiving. Despite a 6.9%

SANTA CLARA, Calif. — The eyes of the global financial community are fixed on Silicon Valley today, February 25, 2026, as Nvidia (NASDAQ:NVDA) prepares to release its fiscal fourth-quarter 2026 earnings report after the closing bell. Once the undisputed engine of the post-pandemic bull market, the semiconductor giant faces a

Nvidia's AI boom is pushing Meta and others to back AMD and custom chips, accelerating the rise of future competitors.

AMD's 6GW Meta deal yields "inference receipts," a $300 price target, and a new stock floor. Why experts are bullish on the AI supercycle.

Both cautious and aggressive investors may benefit from the AI investing boom.

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.17% this morning as investors look ahead to an earnings report from chip giant Nvidia, whose results have become a barometer for the AI trade.

This operating metric cuts right to the most important question: Does Nvidia still possess exceptional pricing power?

Data from Stocktwits showed that retail sentiment on SPY and QQQ diverged.

Amazon's Graviton chips are growing rapidly.

For Nvidia stock, earnings have historically triggered muted or negative reactions despite strong fundamentals.