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Market News
Latest financial news and analysis from global markets
AMD
AMD MI450 AI Deals With Meta And OpenAI Test Rich Valuation
Advanced Micro Devices (NasdaqGS:AMD) has announced major customer deals for its new MI450 AI chips with Meta Platforms and OpenAI. The company plans to ramp MI450 shipments into 2027 as part of these long-term agreements. The deals are focused on AMD's Data Center segment, with an emphasis on AI accelerator deployments. The agreements indicate committed demand from large AI customers for AMD's next-generation data center hardware. For you as an investor, this news sits at the intersection...
NVDA
What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer.
The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.
MSFT
What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer.
The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.
GOOGL
What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer.
The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.
INTC
What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer.
The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.
MSFT
Should You Really Ignore Palantir's Steep Valuation and Buy the Stock? Here's What History Says.
Valuation concerns have hurt the stock in recent times.
NVDA
Should You Really Ignore Palantir's Steep Valuation and Buy the Stock? Here's What History Says.
Valuation concerns have hurt the stock in recent times.
PLTR
Should You Really Ignore Palantir's Steep Valuation and Buy the Stock? Here's What History Says.
Valuation concerns have hurt the stock in recent times.
INTC
SoundHound AI Stock Falls After Earnings: Should You Buy the Dip?
The voice artificial intelligence company grew its sales by 52% last quarter, but it wasn't enough to give its shares a boost.
NVDA
SoundHound AI Stock Falls After Earnings: Should You Buy the Dip?
The voice artificial intelligence company grew its sales by 52% last quarter, but it wasn't enough to give its shares a boost.
AAPL
Apple Intel Chip Pact Adds New Angle To Supply Chain Story
Apple and Intel have reached a preliminary chip manufacturing agreement that would shift part of Apple's processor production to Intel facilities. The arrangement includes active support from the U.S. government, which holds a federal equity stake in Intel. This is Apple’s first major move to diversify chip production beyond TSMC, with potential implications for supply chain resilience and future hardware plans. For investors watching NasdaqGS:AAPL at a current share price of $292.68, this...
INTC
Apple Intel Chip Pact Adds New Angle To Supply Chain Story
Apple and Intel have reached a preliminary chip manufacturing agreement that would shift part of Apple's processor production to Intel facilities. The arrangement includes active support from the U.S. government, which holds a federal equity stake in Intel. This is Apple’s first major move to diversify chip production beyond TSMC, with potential implications for supply chain resilience and future hardware plans. For investors watching NasdaqGS:AAPL at a current share price of $292.68, this...