Market News

The big news was the official launch of the Helios rack, AMD’s first full AI infrastructure rack solution powered by the company’s latest 6th gene...

VAST AI Operating System and AMD EPYC™ CPUs, AMD Instinct™ GPUs and AMD Pensando™ Pollara 400 AI NICs deliver breakthrough inference performance and e...

Verizon raised earnings guidance after stronger subscriber growth and highlighted a $1 billion Google AI infrastructure agreement.

CNBC's MacKenzie Sigalos reports on why investors are rewarding Apple’s anti-capex AI strategy as its Big Tech peers pour more cash into infrastructur...

Tech coalition urges US support for open-weight AI to strengthen competitiveness and expand AI adoption.

September AI discussions face growing scrutiny as US weighs tougher measures against Chinese AI companies.

Morgan Stanley sees about 54% upside as Azure growth and Copilot adoption remain key earnings drivers.

CNBC's MacKenzie Sigalos reports on whether higher device and services prices can offset slower unit growth, rising costs, and a demanding valuation.

Nvidia chief backs open models alongside Microsoft and Meta

Nvidia, Microsoft and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source ‌AI models, wading into a debate roili...

FDVV markets itself as a dividend ETF, but a quarter of its portfolio sits in tech giants that barely yield anything. Whether that tradeoff quietly un...

Baird doubled its price target on AMD stock to $1,250, while UBS, Bank of America, Roth Capital and Jefferies also lifted their targets.

AMD has already had one of the best years of any stock in the market. Up more than 170% year-to-date. A market cap pushing toward $1 trillion. A serve...

Agentic AI rewires what an AI server actually needs, and most investors are still thinking about this race the wrong way. The company that quietly con...

Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps ge...

Nvidia CEO Jensen Huang thinks the artificial intelligence revolution is a wellspring of new jobs, rather than a labor market grim reaper set to bring...

Your favorite fund may have quietly made a concentrated bet on one of the market's high-flying chip stocks without you ever choosing to.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) saw its price target raised to $600 from $450 by Wedbush following the chipmaker’s Advancing AI 202...

Free cash flow rose 24.4% as adjusted EBITDA margin reached a record 40.1%

Laura Martin, Needham, joins 'Closing Bell' to talk what she is looking ahead to when it comes to Apple's earnings next week.