MarketBeat Week in Review – 08/03 - 08/07 A weekly roundup of MarketBeat analysis covering earnings from AbbVie, AMD, Palantir, Meta, Reddit, SpaceX and others, plus upcoming CPI and PPI inflation data. MarketBeat · Aug 8
Intel Quashed Its Dividend in 2024. Now the Stock's Up 389% and Investors Want It Back. Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back. Barchart · Aug 7
Amazon cracks down on 'CPU waste' among engineers as agentic AI crunch intensifies — CPU demand makes low-utilization EC2 instances a hot commodity [Updated] Amazon Web Services is telling engineers to slow down on EC2 usage as it struggles to meet CPU capacity demand for external customers. Tom’s Hardware · Aug 7
Dear Cerebras Stock Fans, Mark Your Calendars for August 12 Investors will be watching for the latest print from Cerebras Systems for its Q2 results in the next few days. Barchart · Aug 7
This Could Be One of the Best Opportunities to Buy AMD Stock in Months AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history. Barchart · Aug 7
If your AMD chipset drivers are mysteriously failing to install like mine, you'll need to manually update instead Something's borked with the AMD Install Manager, it seems. PC Gamer · Aug 7
AMD deepens AI inference bet with Taalas deal as chip race heats up Toronto-based Taalas develops specialized silicon designed to reduce computing and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. The Economic Times · Aug 7
AI Infrastructure Trade Powers 2026’s Best-Performing Leveraged ETFs The best-performing ETFs of 2026 all share one defining characteristic: they are leveraged funds tracking companies at the center of the AI infrastructure boom. Benzinga · Aug 6
AMD Just Raised Its Long-Term Growth Ceiling. Here's Why Analysts Are Bullish on AMD Stock. AMD’s upbeat outlook signals that AI demand is accelerating faster than management had anticipated just months ago. Barchart · Aug 6
AMD's Beat-and-Raise Q2 Earnings Shows Just How High the AI Bar Is AMD beat revenue and earnings estimates and raised guidance, yet the stock fell as AI investors demanded even faster growth. Expectations, not execution, are now driving AI stock valuations. Barchart · Aug 6
VPN provider built a script to block Microsoft's hidden GDID tracking on Windows — Windscribe's "deGDID" erases existing identifiers and blocks new ones from being created You can run the deGDID script on your computer to delete cached GDID keys and prevent Microsoft's servers from minting new ones in the background. The firewall you put up with this script will break certain Microsoft services and features, however, but you can always reverse it. Tom’s Hardware · Aug 6
Castlelake walks away from easyJet, clearing way for Apollo Global – as it happened Eurozone construction downturn also eases while in financial markets, European shares rise and Brent crude hovers around $80 a barrel The Guardian - UK · Aug 6
Why AMD's solid quarterly earnings failed to impress investors AMD beat earnings estimates and issued strong guidance, but its shares fell as investors sought bigger AI gains, higher margins and stronger evidence it can challenge Nvidia's dominance in AI chips. The Economic Times · Aug 6
US stocks: Dow closes at record on Mideast optimism; SpaceX, AMD drag Nasdaq The Dow Jones Industrial Average achieved an all-time high on Wednesday, driven by rising optimism over potential peace talks with Iran. Meanwhile, both SpaceX and AMD saw their stock prices drop following their earnings announcements. The growth in private payrolls also showed signs of cooling in July, reflecting a steady… The Economic Times · Aug 5
Benzinga · Aug 5 Nvidia’s Next AI Gold Rush Is Here, And It Already Controls 92% Of It Every country trying to escape American AI dominance is buying it wholesale. Nations are pouring billions into sovereign AI — domestic models, local data centers, infrastructure meant to keep sensitive data within their own borders — and nearly all of it runs on chips from one company: Nvidia Corp. (NASDAQ:NVDA).
MarketBeat · Aug 5 AMD’s Post-Earnings Drop May Be the Opportunity Investors Wanted AMD shares pulled back after a beat-and-raise earnings report showing $11.5 billion in revenue and stronger guidance, with analysts maintaining a Moderate Buy rating amid AI-driven growth prospects.
Barchart · Aug 5 Here's Exactly What Elon Musk Said About Nvidia on the SpaceX Earnings Call SpaceX and AMD are both selling off after the first SPCX earnings report, while Nvidia stock is rising. Here's what traders need to know.
The Economic Times · Aug 5 AMD shares fall 6% as investors demand bigger AI payoff Advanced Micro Devices shares declined significantly after its revenue forecast fell short. Investors sought clearer proof the company can capitalize on the AI spending boom. SpaceX's decision to exclusively use rival Nvidia's chips also impacted AMD's stock. The company projects data-center revenue to more than double by 2027. AMD's stock…
PC Gamer · Aug 5 'AI PCs will become more important': AMD's Lisa Su remains optimistic about the market despite runaway pricing caused by *checks notes* the AI industry "I remain optimistic about the PC market as an important way for us to reach a broader set of users."
TechRadar · Aug 5 Oh, great, GPU prices could climb again — here's my expert advice on why you should buy now (and which graphics card to get) The rumors are crystal clear: get ready for big GPU price rises, and that means you should seriously think about purchasing now rather than waiting.
T3 · Aug 5 Steam Machine no longer makes sense with the GMKtec NEO-X1 around – Ryzen 9 and up to RTX 5070 graphics for just a bit more GMKtec's new compact gaming PC is a liquid cooled powerhouse that makes the Steam Machine look like a kids toy
The Economic Times · Aug 5 Why US markets are rising: S&P 500, Dow hit record highs as Mideast hopes offset SpaceX, AMD drag Major Wall Street indexes opened higher on Wednesday morning. Hopes for Middle East peace offset declines in SpaceX and AMD shares. These companies' forecasts failed to impress investors, causing their stock prices to fall. The Dow Jones Industrial Average rose 180 points at the open. The S&P 500 and Nasdaq…
PC Gamer · Aug 5 AMD made over 8 times as much revenue on data centers as it did gaming last quarter This might suggest AI is something of a snake eating its own tail—but what else is new?
International Business Times UK · Aug 5 AMD Shares Crash Despite Q2 Beat as AI Spending Soars and Gaming Revenue Slumps AMD stock fell as its Q2 beat was overshadowed by rising capex, gaming revenue declines, and Elon Musk declaring that SpaceX will fully commit to Nvidia over space data centres plans.
Tom’s Hardware · Aug 5 Elon Musk says SpaceX will exclusively use Nvidia GPUs 'because they are the best' — says optimized Vera Rubin NVL72 will be launched into space next year Elon Musk's SpaceX and xAI will exclusive use Nvidia AI accelerators for training and inference as companies believe Vera Rubin is the best AI compute architecture available today.