AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers say about whether the rally has room left to run.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

AMD and Alphabet look like good long-term buys.

AMD's AI momentum commands a premium valuation, while Salesforce's software dominance trades at a fraction of that multiple, a stark contrast that reshapes the growth-versus-value debate.

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

What does Google's $94 billion stake in SpaceX really mean?

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

SpaceX stock is still nothing more than a plaything for investors.

ARK is rotating toward space after tech's selloff.

OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.

Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.

Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Business Reporter to Nvidia's valuation and the expectations heading into earnings.

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.

Tech stocks faced renewed selling pressure, while healthcare, basic materials, and consumer discretionary stocks rose.

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

This fast-growing AI chip company could become a multibagger once again.

Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we

Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”

AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where the company believes AI infrastructure spending lands next, including one ticker most investors will never think to check.

AMD's stock is valued at a far higher premium than Nvidia's.

Custom silicon may open another path into hyperscaler spending

The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers.

AMD shares fell after rising yields pressured chip stocks despite 107% data-center revenue growth.

Price targets on Advanced Micro Devices have shifted into a much wider range, with recent updates running from about US$450 up to US$1,250 as analysts revisit their assumptions. Those higher and lower targets reflect very different views on how AI infrastructure demand, data center products, and new partnerships might be reflected in AMD’s valuation over time. In the sections that follow, you will see how to interpret these moves and track the evolving story around AMD with more...

Anthropic signed a deal with a neocloud that is worth more than the neocloud itself, and the stock remains depressed.

This chipmaker's stock has delivered a chart-topping performance, but its operating results sit squarely in the middle of the pack, forcing investors to decide if the price has run too far ahead of the business.

Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.

Advanced Micro Devices Inc. (NASDAQ:AMD) fell 5% Tuesday, with Broadcom Inc. (NASDAQ:AVGO) and Meta Platforms Inc. (NASDAQ:META) both around 3% and NVIDIA Corp. (NASDAQ:NVDA) off 2%, as the 30-year Treasury yield hit its highest level since 2007. This is not...

AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap with Nvidia depends on a question nobody in the industry has answered yet.

Nvidia dropped Tuesday in a broader slide on Wall Street as bond yields climbed. Shares of the artificial intelligence chipmaker were on course for a third consecutive decline, with the company's next earnings report coming due soon. The recent IBD Stock Of The Day has formed a clear base and had hit early entry point amid earnings reports from key AI-related companies such as Advanced Micro Devices , Alphabet, Amazon and Microsoft.

A TPU partnership would reshape custom silicon.

Nvidia stock was slipping early Tuesday amid headwinds for the entire semiconductor sector. Nvidia shares were down around 2.6% in late-morning trading. Meanwhile, Wood sold 25,917 shares of AMD across largely the same funds.

Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall Street.

Small-cap stocks are finally recovering after years of underperforming the major indexes.

The transactions extend a recent pattern of ARK increasing its exposure to Nvidia while selectively reducing its AMD holdings.