PRGS vs. MSFT: Which Stock Is the Better Value Option?
You tariff some, you refund some
3 months agoThe repayment accounts for about 60% of the $165 billion that the Trump administration collected from tariffs. Most of the refunds so far have gone to...
On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares are lower after the semiconductor firm's second-quarter revenue and third-quart...
Novavax (NVDA) Could Be 44% Undervalued Following Its Licensing Pivot And Cyclospora Focus
3 months agoWhy Novavax’s Licensing Pivot and Cyclospora Focus Matter Now Novavax (NVAX) is in the spotlight after shifting away from direct COVID-19 vaccine sale...
NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than...
Lisa Su Says Customers Want 'A Lot More Compute' — Sees 'Tremendous Momentum' In AMD’s Data Center Business
3 months agoDuring an interview with CNBC, Su said AMD's data center business is on track to grow well over 100% by 2027 as hyperscale and enterprise customers pl...
Morgan Stanley Maintains Equal-Weight on Advanced Micro Devices, Raises Price Target to $465
3 months agoMorgan Stanley analyst Joseph Moore maintains Advanced Micro Devices (NASDAQ:AMD) with a Equal-Weight and raises the price target from $410 to $465...
Microsoft AI exec tells developers to default to OpenAI's top model as part of efficiency push
3 months agoMicrosoft is taking advantage of its intellectual property rights with OpenAI, encouraging employees to use the company's top model.
MSFT's Azure tops $100B in annual revenues as AI and cloud growth accelerate, but can strong fundamentals outweigh valuation and spending concerns?
https://www.bloomberg.com/news/articles/2026-08-05/microsoft-s-ai-sales-mostly-come-from-openai-disclosures-show
The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engi...
The Hidden Red Flag In AMD's Record Quarter
3 months agoAdvanced Micro Devices, Inc. delivered record Q2 revenue of $11.5B, with data center revenue up 107%. Read more on AMD stock here.
Advanced Micro sees data center revenues accelerating in late 2026 and more than doubling in 2027 as Helios ramps and AI demand expands.
Truist Securities analyst William Stein maintains Advanced Micro Devices (NASDAQ:AMD) with a Buy and raises the price target from $478 to $594.
Investing.com -- Bank of America reiterated a Buy rating and $380 price target on Apple in a note Wednesday, pointing to a sharp jump in manufacturing...
AMD stock plunged after another strong quarter.
Apple Acquires PlasmaSolve in a Quiet Materials Science Deal. It’s Probably Not Strategically Significant.
3 months agoApple quietly acquired PlasmaSolve, a Czech firm specializing in plasma-simulation software for thin-film coatings, in a deal disclosed through Europe...
AMD, Supermicro and Spectro Cloud Simplify Enterprise AI Coding with Turnkey, Local-First Infrastructure
3 months agoSAN JOSE, Calif., August 05, 2026--AMD, Spectro Cloud and Supermicro today announced AMD Instinct™ Coder, a co-designed turnkey, validated enterprise ...
Investors are waiting for a potential Anthropic IPO in the coming months, but buying Micron and Nvidia could be a smarter bet.
AMD Just Unveiled a Huge AI Growth Target. Here's What Investors Need to Know
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