Advanced Micro Devices – Charm

AMD Fell 8% as China Unveils New Technology — the Real Risk Is the Multiple, Not the Lithography

3 days ago07 mins

China’s breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc. (NASDAQ:AMD) despite strong fundamentals. An announcement from a manufacturing facility in Shanghai on July 27, 2026, caused a severe summer downturn for the AI semiconductor market. State-supported Shanghai Aishengna reported the production of homegrown immersion deep ultraviolet (DUV)…

Uncategorized

AMD’s MI450 Chip Just Landed Its First Mega-Deal. Here’s What Investors Should Know.

Cs news5 months ago08 mins

As the artificial intelligence (AI) revolution enters its fourth year, demand for AI-capable chips continues at a blistering pace, yielding more than a few winners. While Nvidia controls the biggest share of the data center graphics processing unit (GPU) market, Advanced Micro Devices (NASDAQ: AMD) has no plans to cede the opportunity to its larger…

Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade.

Cs news5 months ago08 mins

For a stock to achieve a tenfold gain in just 10 years is a rare feat. In general, to do so, a company must either start at an unusually low valuation and then rake in enough profits to convince the market to reevaluate it, or sustain huge growth rates for several years — or both….

China’s humanoid robot makers, Hong Kong start-ups set to dazzle CES 2026

7 months ago01 mins

In a post on LinkedIn last month, Unitree sales manager Pedro Zheng invited people to “experience” the company’s “next-generation humanoids” at this year’s CES. Hangzhou-based Unitree showcased a variety of models, including humanoid and quadruped robots, at the show last year. These firms are poised to compete for attention at the show against other major…

China’s humanoid robot makers, Hong Kong start-ups set to dazzle CES 2026

7 months ago01 mins

In a post on LinkedIn last month, Unitree sales manager Pedro Zheng invited people to “experience” the company’s “next-generation humanoids” at this year’s CES. Hangzhou-based Unitree showcased a variety of models, including humanoid and quadruped robots, at the show last year. These firms are poised to compete for attention at the show against other major…

China’s Nvidia challengers set for bumper IPOs amid tech self-sufficiency drive

8 months ago02 mins

China’s Nvidia challengers Moore Threads and MetaX are set for their hotly anticipated market debuts, driven by investor excitement over domestic demand for home-grown graphics processing units (GPUs) amid Beijing’s tech self-sufficiency drive. Moore Threads opened a subscription lottery last week at 114.28 yuan per share, the highest pricing among A-share listings this year, and…

Wall Street drifts around its records as AMD rallies

Cs news9 months ago9 months ago06 mins

NEW YORK (AP) — U.S. stocks drifted around their records in a mixed day of trading Wednesday. The S&P 500 added 0.1% and neared its all-time high set a couple weeks ago. The Dow Jones Industrial Average jumped 327 points, or 0.7%, to set a record for the second straight day, while the Nasdaq composite…

Fortune Tech: China’s Bitcoin theft blame, SoftBank’s Nvidia stake sale, Yann LeCun’s next act?

Cs news9 months ago010 mins

Good morning. I had the pleasure of hosting more than a dozen executives yesterday in a Fortune CEO roundtable discussion about how their strategies are shifting amid economic uncertainty and global complexity. We kicked things off with former Atlanta Fed president Dennis Lockhart, who outlined the state of the economy and memorably said that it…

Dow, S&P 500, Nasdaq futures tick down with Supreme Court tariff case, Tesla shareholder meeting in focus

Cs news9 months ago9 months ago02 mins

US stock futures wobbled below the baseline Wednesday night, as investors weighed easing concerns over lofty AI valuations and drew optimism from a Supreme Court hearing that hinted at a possible setback for President Donald Trump’s tariff policy. S&P 500 (ES=F) and Dow Jones Industrial Average futures (YM=F) hovered near the flatline while Nasdaq 100…

Finance

Advanced Micro Devices Shares Slip Ahead of Earnings on Tepid Analyst Call

Cs news9 months ago9 months ago02 mins

This article first appeared on GuruFocus. Shares of Advanced Micro Devices (AMD, Financials) fell on Tuesday after Morgan Stanley’s negative commentary made investors less optimistic before the company’s third-quarter earnings report. Analyst Joseph Moore gave the stock a Hold rating and a price objective of $246, which means that it won’t go up much from…