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The Latest Breaking News from Advanced Micro Devices

Rackspace’s AI Land Grab: Plugging Into the Next Compute Boom

Rackspace Technology and Advanced Micro Devices have signed a massive agreement to deploy artificial intelligence computing power for regulated enterprises.

MarketBeat

AMD and Rackspace Team Up on a 30 MW AI Compute Agreement. This Could Be a Win for Both Stocks.

Advanced Micro Devices and Rackspace Technology signed a definitive agreement to deploy 30 MW of AMD-powered AI compute across Rackspace’s global data centers from late 2026 through 2028, building on their earlier MOU.

Barchart

Why Cathie Wood Is Selling AMD Stock

Cathie Wood is trimming AMD to fund a bigger bet on SpaceX, even as the chipmaker's AI growth story remains intact.

Barchart

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3 AI Stocks With Moats That Could Outlast Summer Volatility

AMD, TSMC, and Analog Devices each posted strong Q1 2026 results, reflecting durable structural positions in the AI supply chain that go beyond momentum.

MarketBeat

U. S Stock Market Prediction for Tuesday: S&P 500, Nasdaq, Dow Jones set for volatile trading? Top factors, stocks to watch out

U.S. Stock Market prediction: All eyes will be on Micron Technology stocks which rallied 10.8 per cent, and Advanced Micro Devices rose 7 per cent. Nvidia’s climb of 3.5 per cent.

The Economic Times

What to Expect From Q2 Earnings as Tech Strength Broadens

S&P 500 companies posted nearly 29% earnings growth in Q1 2026, and Q2 estimates of 22% EPS growth are expected to top 30%, with energy and tech leading gains.

MarketBeat

Citi Just Upgraded AMD Stock. Here’s Why.

AMD shares rally as Citi issues a largely bullish note on the chipmaker. Here’s why analyst Atif Malik believes AMD stock will rip higher from here.

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The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush

The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders.

Kiplinger

Retail Investors Are Beating Wall Street Benchmarks With AI Stocks. Why That Could Change Soon.

Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.

Barchart

US Stock Market on Thursday: S&P 500, Nasdaq, Dow Jones set for volatile trading. Full list of stocks to watch out today

Dow Jones, S&P 500, Nasdaq investors in the U.S. Stock Market will look for Broadcom stocks, Micron Technology, Advanced Micro Devices, Marvell Technology and Qualcomm shares.

The Economic Times

Cathie Wood Adds More Nvidia and Cuts AMD Holdings in ARK Funds. This Is a Major Vote of Confidence for NVDA Stock.

Cathie Wood’s recent moves signal increased conviction in Nvidia as the dominant AI infrastructure leader.

Barchart

Advanced Micro Devices Sees Agentic AI Doubling CPU Opportunity as MI450 Nears

Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki

MarketBeat

Intel Sets Sights on Nvidia and AMD With Upcoming AI Data Center Chip Launch by Year End

Intel plans to launch its new Crescent Island AI data center GPU by the end of 2026 as it aims to directly challenge Nvidia and AMD in the high-performance computing market for AI infrastructure.

Barchart

Aggressive Share Buybacks and Dominant Positioning Still Make Nvidia Stock a Top Buy Now

Nvidia’s financial and operating performance remains exceptionally robust despite the company operating at a significantly large scale.

Barchart

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2 Reasons Why AMD Stock Is Guaranteed to Beat Nvidia

AMD’s ROCm software may not match Nvidia’s CUDA, but it does just enough to be a serious threat.

Barchart

Wall Street Is Only Just Beginning to Recognize Advanced Micro Devices’ Agentic AI Upside Potential

While Nvidia CEO Jensen Huang enjoyed street food in China, AMD CEO Lisa Su was talking to stakeholders.

MarketBeat

Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA

Institutional capital is aggressively rotating out of saturated mega-cap technology companies and into undervalued foundational semiconductor equities.

Barchart

AMD’s AI CPU Opportunity Is Getting Bigger and So Is the AI-Driven ‘Boom’ for AMD Stock

AMD is gaining server CPU market share as AI-driven inference demand grows. Can its expanding CPU opportunity support further upside?

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MarketBeat

The $132 Billion Infrastructure Pivot You Might Have Missed

Advanced Micro Devices and Intel Corporation are positioned to capitalize on the massive expansion of legacy server compute infrastructure.

Barchart

AMD Stock Has Been on a Wild Ride Higher but This Analyst Warns the Frenzy Could Soon Stop

Advanced Micro is surfing the AI boom. However, Daiwa Securities hints the market’s blistering rally might soon moderate its pace.

MarketBeat

Advanced Micro Devices Shareholders Back Board as Lisa Su Touts AI Growth

Advanced Micro Devices (NASDAQ:AMD) used its 2026 Annual Stockholders Meeting to secure shareholder approval for its director slate and key governance items, while Chair and CEO Lisa Su outlined the company’s growth strategy centered on artificial intelligence and data center computing. The virtual

Barchart

This Veteran Analyst Says AMD Stock Could Be the Next Big AI Infrastructure Winner

AMD is turning from an AI challenger into a serious infrastructure force as server CPU demand accelerates.

Barchart

Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock

What looks like a short-term setback for TSMC may prove far more damaging in the long run. Here's what to know about TSM stock today.

MarketBeat

3 REITs to Watch as AI Data Center Spending Surpasses Office Construction

Data center construction hit a record $45 billion annual rate in December 2025, surpassing office building spending. Iron Mountain, Digital Realty, and Equinix offer income investors yield and AI exposure.

The Economic Times

Global Market: Japan’s Nikkei soars past 63,000 to record high, JGB rallies

Japan's financial markets surged on Thursday, with the Nikkei 225 reaching a record high, driven by global optimism from strong tech earnings and easing Middle East tensions. Technology shares, particularly AI-linked stocks, led the rally, while government bonds also strengthened. The yen remained stable after earlier gains.

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