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The Latest Breaking News from AMD

HP's new Omen 35L comes in a 'Stealth' edition for people who hate RGB — and the Omen Max 45L got refreshed, too

HP updated its Omen 35L and Omen Max 45L to the latest parts from Nvidia and AMD, and added some slight design changes. New headsets and mics are also on offer from HyperX.

Tom’s Hardware

HP announces an updated set of Omen Max 45L RTX 5090 rigs with Ryzen CPUs, but no word on price yet leaves me worried

More Ryzen rigs feel like a good thing.

PC Gamer

Deeply Undervalued, Micron Technologies Stock Isn’t Pricing in AI

Micron's stock price is poised to move higher and may set a new high before the Q4 earnings release in September. Analysts' trends suggest a move to $200.

MarketBeat

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Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Benzinga

AMD’s billionaire CEO says AI is overwhelming right now—but she disagrees with former Google exec who predicts the tech will be a job-killer

As AI wipes the job market for Gen Z, AMD CEO Lisa Su insists she’s still hiring at the $300 billion semiconductor company—and believes humanity will not be outpaced by AI.

Fortune

White House says it's still working on the 'legality' of 15% China tax for Nvidia and AMD GPU sales as it threatens similar deals with other companies

You get the feeling Nvidia and AMD aren't arguing.

PC Gamer

Microsoft brings native Xbox app gaming to Windows on Arm PCs – hints at bigger hardware shift ahead

Native Xbox games for Arm-based Windows 11 PCs is finally here

Tom’s Hardware

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U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable for the right fee.”

Fortune

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

MarketBeat

Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries

Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD).

Benzinga

OneXPlayer is releasing an ROG Flow Z13 competitor with its own massive gaming tablet powered by an AMD Ryzen AI Max+ 395

Will we finally see a gaming tablet that doesn't make us wish it was something else?

PC Gamer

AMD's desktop PC market share hits a new high as server gains slow down — Intel now only outsells AMD 2:1, down from 9:1 a few years ago

AMD reached record desktop CPU market share and posted strong server gains in early 2025, while its mobile CPU position weakened, but revenue shares across all segments hit new highs.

Tom’s Hardware

There’s one small problem with Trump’s export deal with Nvidia and AMD: The Constitution says it’s illegal

Also: All the news and watercooler chat from Fortune.

Fortune

Lisa Su Pushes Back Against Mark Zuckerberg's $100 Million AI Hiring Frenzy: 'Money is important... Not Necessarily The Most Important Thing'

Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su has rejected Silicon Valley's escalating million-dollar AI talent war, highlighting mission alignment and workplace impact over staggering salaries.

Benzinga

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Benzinga

Jim Simons' Renaissance Q2 Tech Shake-Up: Adds Netflix, Apple While Showing Chipmakers Broadcom, AMD The Door

Late investor Jim Simons‘ fund, Renaissance Technologies LLC, executed a major shake-up of its technology holdings in the second quarter, doubling down on streaming and consumer electronics while completely exiting major chipmaker stocks.

Benzinga

Bullish, Cisco, Bolt, Unitedhealth And AMD: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Wednesday, with the Dow Jones Industrial Average gaining 1% to 44,922.27, the SP 500 up 0.3% at 6,466.58, and the Nasdaq inching 0.1% higher to 21,713.14.These are the top stocks that gained the attention of retail traders and investors through the day: Bullish (NYSE:BLSH) made a…

Barchart

Stocks See Support As Bessent Calls for a Big Rate Cut

The S&P 500 Index ($SPX ) (SPY ) on Wednesday rose +0.32%, the Dow Jones Industrials Index ($DOWI ) (DIA ) rose +1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.04%. September E-mini S&P futures (ESU25 ) rose +0.32%, and September E-mini Nasdaq futures (NQU25 ) fell...

Tom’s Guide

This gaming PC feels like an Xbox 360 with an RTX 5090 inside - here's why

The Maingear MG-1 Ultimate is one of the company's top-of-the-line gaming PCs, and after spending a month with one packing an Nvidia GeForce RTX 5090 I'm convinced it's one of the best gaming desktops of 2025. Here's why.

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Fortune

Bessent says unusual Nvidia, AMD revenue-sharing deal could be a ‘model’ for other industries

Bessent called the deal “unique,” before suggesting that it could be a lot less unique soon. Scholars have another word: unprecedented.

Tom’s Hardware

Intel promises to keep updating its game-boosting software despite recent delays — APO will only focus on current and upcoming Intel CPUs

An Intel engineer has reiterated the company's commitment to APO on a Reddit thread, promising new features.

Benzinga

Stock Of The Day: New All-Time Highs For AMD?

Advanced Micro Devices, Inc. (NYSE:AMD) shares are trading higher on Wednesday. The company recently reported its earnings. But the move may have temporarily stalled out. The stock has run into resistance at a former peak.

Tom’s Hardware

White House confirms it's still figuring out the legality of the revenue-sharing Nvidia and AMD deal for China GPU sales — 'The legality of it, the mechanics of it, is still being ironed out'

Trump's 15% deal with Nvidia and AMD needs to go through some legal hoops.

Tom’s Hardware

AMD's beastly Ryzen AI Max+ 395 chip to power 14-inch OLED gaming 2-in-1 — One-Netbook claims it delivers RTX 4060 Ti-level performance

A portable gaming PC with a 14-inch OLED display and AMD Ryzen AI Max+ 395 processor is being teased by One-Netbook.

Fortune

AMD CEO won’t offer $100 million salaries to poach talent like Mark Zuckerberg. She says it’s more important staff don’t feel like ‘a cog in the wheel’

Lisa Su, CEO of $284 billion semiconductor titan AMD, is in agreement with Anthropic leader Dario Amodei that nine-figure pay packages can’t buy innovation or loyalty.

Benzinga

AMD Gains On US-China Trade Pause And Wall Street Optimism For Second-Half Chip Sales

Advanced Micro Devices (NASDAQ:AMD) stock trended on Wednesday amid investor optimism surrounding the Washington—Beijing truce.

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