$AMD

Recent Trump mentions

• News1d ago

  Intel’s 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm, According To Piper Sandler While Intel's next-gen 14A process currently lacks a definitive anchor customer, it is nonetheless being evaluated by the who's who of the tech world, as the industry desperately searches for a viable alternative to TSMC, as per a new investment note from Pip… While Intel's next-gen 14A process currently lacks a definitive anchor customer, it is nonetheless being evaluated by the who's who of the tech world, as the industry desperately searches for a viabl… [+4020 chars]

  $AMD$AMZN$GOOGL$INTC$MSFT$NVDA$TSM

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• News2d ago

  Dow Jones Futures Rise After Hawkish Fed, Warsh Hit Stocks, Trump Fumes; AMD, Bloom Energy Eye Buy Points Dow Jones futures rose solidly early Thursday, along with S&P 500 futures and Nasdaq futures. Markets are having a positive day two reaction to the Federal Reserve rate hike, even as President Donald Trump demanded huge rate cuts. The stock market retreated W… Dow Jones futures rose solidly early Thursday, along with S&P 500 futures and Nasdaq futures. Markets are having a positive day two reaction to the Federal Reserve rate hike, even as President Do… [+149 chars]

  $AMD

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• News4d ago

  The Fund’s Largest Relative Detractor: Unowned Advanced Micro Devices (AMD) Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”. Th... Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the "Fidelity Dividend Growth Fund". The letter can be downloaded here. The Fidel… [+3568 chars]

  $AMD

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• News7d ago

  Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial intell... Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial intelligence models. On September 4, the company… [+4552 chars]

  $AMD

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• News10d ago

  Could Advanced Micro Devices (AMD)’s Partnership With Cisco Systems (CSCO) Unlock a Massive Middle East AI Opportunity? On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout... On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The de… [+4322 chars]

  $AMD

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• News10d ago

  Guidance Upside Drives Advanced Micro Devices (AMD) Higher, Hurting Non Owners American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused... American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the "American Century Investments Focused Dynamic Growth Fund". The letter can be d… [+2854 chars]

  $AMD

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• News11d ago

  AI-Optimized Processors Fuel Advanced Micro Devices (AMD) Stock Growth Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy... Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here.… [+3802 chars]

  $AMD

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• News16d ago

  Artisan Trimmed AMD (AMD) After Its AI-Driven Surge Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The... Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equ… [+3950 chars]

  $AMD

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• News24d ago

  Intel, AMD, Micron surge on report of government cash support Government equity stakes in chipmakers could reshape US semiconductor industry dynamics, aligning public interests with corporate success. The post Intel, AMD, Micron surge on report of government cash support appeared first on Crypto Briefing. Washington's semiconductor subsidies are reshaping the chip industry, and the government is now becoming a direct shareholder in Intel Three of America’s biggest chipmakers got a collective jolt afte… [+2650 chars]

  $AMD$INTC

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• News25d ago

  AI boom sparks chip employees’ surge for a Trump Towers address in Hyderabad AI boom fuels early bookings at Trump Towers Hyderabad as Nvidia, AMD, Micron and Qualcomm employees use stock gains to buy Rs 5.5cr+ homes. Follow Us On Social Media AP woman under ICE detention in US despite dismissal of deportation caseMan allegedly extorts over Rs 1.4 crore from techie using suicide threatsVizag teacher arrested, sen… [+1188 chars]

  $AMD$NVDA

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• News26d ago

  Cerebras Systems (CBRS) Revenue Surges: Why Did CBRS Stock Crash, and What About AMD? On August 12, 2026, Cerebras Systems Inc. (NASDAQ:CBRS) shares tumbled about 14% in extended trading, even after the AI chipmaker’s second-quarter revenue ro... On August 12, 2026, Cerebras Systems Inc. (NASDAQ:CBRS) shares tumbled about 14% in extended trading, even after the AI chipmaker's second-quarter revenue rose 74.3% year over year and it raised its … [+4453 chars]

  $AMD

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• News29d ago

  NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less mem... NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to… [+4548 chars]

  $AMD$NVDA

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• News29d ago

  Advanced Micro Devices (AMD) Posts Record Sales, But Musk’s NVIDIA (NVDA) Pledge Sinks the Stock Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%.... Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%. The reason behind it: SpaceX CEO Elon Musk… [+4110 chars]

  $AMD$NVDA

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• News8/19/2026

  Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief 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... Quick Read <ul><li>Intel and AMD each dropped 4% while NVIDIA held flat, backed by China's H200 import easing and analyst Vivek Arya's "compelling opportunity" call. </li><li>Broadcom dropped 5% an… [+5006 chars]

  $AMD$INTC$NVDA

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• News8/17/2026

  Advanced Micro Devices (AMD) Is Positioned for the Next Wave of AI Demand Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be dow... Aristotle Capital Management, LLC, an investment management company, released its "Core Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in … [+4568 chars]

  $AMD

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• News8/15/2026

  AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro D... Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483,… [+4464 chars]

  $AMD$INTC$NVDA

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• News8/12/2026

  AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its pos... Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On… [+3688 chars]

  $AMD

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• News8/11/2026

  Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling... Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in e… [+4351 chars]

  $AMD

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• News8/10/2026neutral

  Intel (INTC) Tripled This Year, But Can a $15B Share Sale Stop the Momentum? Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index’s nearl... Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index's nearly 75% climb. On August 10, the company sai… [+4337 chars]

  $AMD$INTC$NVDA

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• News8/10/2026neutral

  Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Syn... Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workf… [+3768 chars]

  $AMD$MSFT

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• News8/10/2026neutral

  AMD (AMD) Benefits as AI Shifts From Training to Inference Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be... Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can bedownloaded here. In the quarter, global eq… [+4236 chars]

  $AMD

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• News8/9/2026neutral

  Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them? Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipma... Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 me… [+9495 chars]

  $AMD

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• News8/9/2026neutral

  AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a... Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should jus… [+3856 chars]

  $AMD

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• News8/8/2026neutral

  AMD (AMD) Buys Taalas: Is AI Inference the Next Battleground With Nvidia? Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference... Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to b… [+4818 chars]

  $AMD$NVDA

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• News8/6/2026neutral

  Nvidia (NVDA) Bets on Design Tools While AMD (AMD) Scales the Hardware Stack Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world’s AI models. On July 26, the company made a case for owning a lot more... Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world's AI models. On July 26, the company made a case for owning a lot more of the design process too, expanding NVIDI… [+4440 chars]

  $AMD$NVDA

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Disclosed trades

No disclosed trades for $AMD.