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News Digest /
Ticker: AMD
Ticker: AMD
04:33am, Monday, Jun 01, 2026
Nvidia debuts its RTX Spark processor for Windows PCs, partnering with Microsoft and MediaTek. New AI-focused Vera chips and next-gen Vera Rubin processors head into production, signaling a big push into AI hardware.
03:47am, Thursday, May 21, 2026
AMD unveils a massive $10 billion investment plan targeting Taiwan's AI ecosystem, partnering with local firms ASE and SPIL to advance power-efficient AI processors and manufacturing capabilities.
09:37am, Tuesday, May 19, 2026
Nvidia's upcoming earnings will reveal how it tackles competition in the expanding AI inference chip market, where rivals like Intel, AMD, and tech giants develop alternatives. Supply dynamics and margin pressures add layers to the test of Nvidia's AI supremacy.
04:12am, Wednesday, May 06, 2026
AMD's first-quarter results crush expectations with a 38% revenue jump, driven by a 57% surge in data center sales, pushing stock up 15% amid strong AI-related demand and bullish outlook.
06:42am, Tuesday, May 05, 2026
Heightened US-Iran clashes near the Strait of Hormuz push oil prices above $100, weighing on Asian and European shares while the yen faces intervention speculation. Key earnings and US job data loom.
09:29am, Monday, Mar 16, 2026
As the Iran conflict drags into its third week, oil prices spike and inflation concerns grow. Meanwhile, Nvidia's AI developer event and upcoming Federal Reserve decisions keep markets on edge.
04:22am, Thursday, Feb 26, 2026
Nutanix stock jumps as AMD's investment sparks optimism, highlighting a fresh wave of enthusiasm around the enterprise cloud computing player.
05:36am, Wednesday, Feb 25, 2026
In a bold move during the State of the Union, Donald Trump told major tech firms to build their own power plants to curb electricity price hikes linked to data centers, signaling shifts in energy and tech sectors.
03:35am, Wednesday, Feb 25, 2026
Taiwan Semiconductor (TSMC) shares gain on AMD and Meta AI chip deal news. Nvidia's earnings due soon, spotlighting the AI chip market and TSMC's role in advanced processor manufacture.
05:00am, Friday, Feb 06, 2026
Intel and AMD are experiencing significant CPU supply delays in China, with delivery times stretching up to six months due to soaring AI infrastructure demand and manufacturing bottlenecks.
06:27am, Friday, Jan 16, 2026
Japan steps up scrutiny of Elon Musk's Grok AI service due to inappropriate image creation, joining other countries probing the AI tool amid concerns over content moderation challenges.
08:02am, Tuesday, Jan 06, 2026
At CES 2026, Nvidia's Rubin platform stole the show, prompting Morgan Stanley to flag an explosive surge in AI demand, signaling big shifts in tech hardware and automotive sectors.
09:47am, Tuesday, Dec 09, 2025
U.S. stock futures remain stable as the Federal Reserve's key policy meeting approaches, with Nvidia gaining on eased China export rules and markets eyeing inflation and jobs data closely.
08:38am, Wednesday, Nov 05, 2025
Advanced Micro Devices bested Q3 earnings and revenue forecasts, yet shares tumbled over worries about margins and slowing AI growth, despite bullish analyst price targets.
08:33am, Wednesday, Nov 05, 2025
Wall Street futures edged down amid anxiety over stretched valuations and mixed earnings reports from chipmakers and insurers, with traders watching closely ahead of key U.S. jobs data and ongoing government shutdown tensions.
08:08am, Thursday, Oct 16, 2025
TSMC lifts its full-year revenue forecast, fueled by stronger-than-expected demand for AI chips. The semiconductor giant reports record quarterly profits, highlighting robust growth amid global tech spending.
07:40am, Monday, Oct 06, 2025
AMD jumped ~25% premarket after a multi‑year deal to supply OpenAI with hundreds of thousands of GPUs (~6GW) from 2H‑2026, a 1GW MI450 build next year and an option for up to 10% equity, challenging NVIDIA's AI lead.
03:41am, Friday, Sep 19, 2025
Nvidia invests $5B in Intel, boosting INTC shares. The stake secures alternate wafer and advanced-packaging capacity, ties Nvidia GPUs to Intel's x86 server base, and reshapes data-center supply dynamics-execution risks and deal terms remain key.
05:32am, Monday, Sep 15, 2025
China extended an antitrust probe into NVIDIA (NVDA), knocking shares lower and pressuring AMD and Intel. The move raises regulatory risk for AI GPU supply and China revenue; traders should watch probe scope, duration and remedies.
08:17am, Thursday, Sep 11, 2025
AMD (NASDAQ:AMD) fell ~1% after Erste Group analyst Hans Engel cut it to Hold, citing weak operating/EBIT margins and rich P/E vs. ROE. Shares -8% over 30 days, +30% Y/Y. Analyst warns margin risk amid AI/data-center competition with Nvidia.
08:41am, Thursday, Aug 14, 2025
Nvidia's H20 chip became a geopolitical flashpoint: U.S. export controls on high-end AI silicon to China threaten NVDA revenue, reshape supply chains, spur Chinese rivals and raise regulation-driven market risk.
09:28am, Monday, Aug 11, 2025
Wells Fargo lifts Nvidia (NVDA) target to $220 from $185, implying ~20% upside ahead of F2Q26 earnings on Aug. 27. Analyst cites possible China H20 sales restart via export licenses and a potential ~$8B/quarter revenue recovery.
10:51am, Monday, Aug 04, 2025
Mega-cap stocks surged Monday with Palantir (+3%), Google (+2.8%), AMD, and Nvidia leading gains amid earnings and rate cut optimism. Mid- and small-caps saw sharp moves, including IDEXX (+25%) and CommScope (+67%) on strong Q2 results.
10:50am, Monday, Aug 04, 2025
AMD shares have more than doubled from recent lows amid strong demand for Ryzen and EPYC chips. Ahead of earnings, high expectations fuel optimism, but any miss could trigger sharp volatility in this unpredictable semiconductor sector.
07:15am, Wednesday, Jul 30, 2025
Morgan Stanley Lifts Nvidia Price Target 14% to $200 on AI Surge, AMD and Broadcom Also in Spotlight
Morgan Stanley raised Nvidia's price target to $200, citing strong AI demand and the upcoming Blackwell GPU launch. AMD and Broadcom also saw target hikes, signaling robust momentum for AI-driven semiconductor stocks ahead.
08:38am, Wednesday, Jul 16, 2025
Chinese firms like Tencent and ByteDance move to secure Nvidia's H20 AI chips as export restrictions ease. Nvidia and AMD shares jump on hopes of resumed China sales, potentially adding $15B-$20B in revenue amid ongoing US-China tech tensions.
08:33am, Wednesday, Jul 16, 2025
Wells Fargo hikes AMD price target to $185, anticipating nearly 19% upside driven by strong datacenter GPU growth and new Epyc CPUs. AMD's stock has surged 76% in 3 months ahead of its August 5 earnings report.
08:14am, Tuesday, May 27, 2025
Nvidia (NASDAQ: NVDA) is set to release earnings tomorrow. Analysts expect a 66.5% revenue increase to $43.37 billion, despite a slowdown from last year's growth. Confidence in Nvidia remains high, with a 20.6% stock rise this month amid AI developments.
06:56am, Tuesday, Apr 08, 2025
KeyBanc downgrades AMD's outlook amid rising tariff risks and fierce competition, particularly from Nvidia and Intel. Analyst John Vinh shifts ratings from "overweight" to "sector weight," projecting modest growth and assessing market challenges.
07:13am, Thursday, Feb 06, 2025
Qualcomm (NASDAQ: QCOM) shares dropped 4% in premarket trading due to a bleak outlook for its licensing business, largely affected by the end of its Huawei agreement. Despite strong Q1 results and robust demand in China, the median target price fell, prompting cautious investor sentiment.
07:14am, Tuesday, Feb 04, 2025
Traders are poised for Advanced Micro Devices' (NASDAQ: AMD) earnings release, anticipating $7.54B in revenue. Despite a recent decline of 12.6%, analysts remain optimistic with a $169.82 price target. Stay tuned for market reactions post-announcement!
06:56am, Tuesday, Feb 04, 2025
Key companies reporting earnings on February 4, 2025, include Google (GOOGL, GOOG), Toyota (TM), Merck (MRK), Pfizer (PFE), Pepsico (PEP), and AMD (AMD). Investors should watch for insights that could influence market sentiment and stock movements.
03:36am, Tuesday, Jan 14, 2025
NVIDIA plans to establish its Asian headquarters in Taipei, Taiwan, creating 2,500 jobs and enhancing R&D. This strategic move capitalizes on Taiwan's semiconductor ecosystem, boosting potential for investors amid rising interest in AI tech.
07:34am, Tuesday, Dec 24, 2024
The Biden administration's investigation into Chinese legacy semiconductors aims to enhance U.S. competitiveness by potentially imposing tariffs. U.S. semiconductor stocks, including Broadcom and AMD, show gains, while global supply chains face uncertainty.
06:07am, Thursday, Dec 05, 2024
TSMC (NYSE: TSM) is in talks with Nvidia (NASDAQ: NVDA) to produce Blackwell AI chips at its new Arizona facility, set to boost production early next year. This partnership highlights TSMC's US expansion amid significant investments and government support.
07:47am, Wednesday, Dec 04, 2024
Nvidia (NASDAQ: NVDA) faces EU antitrust scrutiny over its $700 million acquisition of Run:ai. Investigations focus on potential bundling practices that could reinforce its 84% GPU market share. Traders should monitor implications for Nvidia's market position.
08:56am, Tuesday, Nov 05, 2024
Tuesday Markets dip as investors brace for the U.S. election and Fed rate decision. Tech earnings boost fizzles amid uncertainty.
09:41am, Wednesday, Oct 30, 2024
Wednesday Markets: Nasdaq gains on tech rally, boosted by robust private payroll growth. Upcoming tech earnings and ADP employment data signal market trends.
08:44am, Tuesday, Oct 29, 2024
**Upcoming Earnings Report Alert: October 29, 2024**
Major companies announcing earnings today include Visa, AMD, Stryker, McDonald's, Novartis, Pfizer, and HSBC. Watch for insights into consumer trends, healthcare growth, and market uncertainties! Stay tuned for detailed analysis.
06:28am, Monday, Oct 14, 2024
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report a 40% profit surge in Q3, driven by strong AI chip demand. With net profits projected at $9.27 billion, traders should watch for insights from TSMC’s upcoming earnings call on its growth strategy and market dynamics.