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AMD

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2 days ago

Here are the biggest sell-side research calls on Wall Street on Wednesday.
AMD gave up equity in its deals with Meta and OpenAI. Nvidia shareholders should be glad it doesn't need to go there.
The chipmaker may hope Meta’s endorsement will attract other hyperscalers
These are the stocks posting the largest moves in midday trading.

3 days ago

Facebook owner’s investment described by semiconductor company as ‘big bet’ on artificial intelligence

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The owner of Facebook has agreed to buy $60bn (£44.5bn) of artifici…

Social media group’s arrangement includes potential stake purchase as Big Tech seeks to diversify away from Nvidia
AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

13 days ago

Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after the CEO of Arista Networks said her company is shifting some workloads.

22 days ago

Alphabet expects capital expenditure for 2026 to come in between $175 billion and $185 billion — at the higher end, capex will more than double from last year.

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