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The Latest Breaking News from Patrick Moorhead

Meta becomes third major AI lab after Anthropic and OpenAI to admit its agents have gone rogue—one day after Muse Code launch

Meta launched Muse Code to take on Anthropic and OpenAI—but the industry's most advanced AI agents are breaking the limits of their digital confines

AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast

AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast

On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform.

Amazon Stock Pops 9.5% After-Hours as AWS Fuels Earnings Beat: Jim Cramer Calls it 'Astonishing'

Amazon Stock Pops 9.5% After-Hours as AWS Fuels Earnings Beat: Jim Cramer Calls it 'Astonishing'

Amazon.com, Inc. (NASDAQ:AMZN) shares jumped Thursday after the company delivered stronger-than-expected second-quarter earnings, with investors and analysts praising accelerating Amazon Web Services profitability as evidence that returns on artificial intelligence investments are beginning to materialize.

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AMD Stock Could Surge 48% as Daniel Newman Calls It a 'Top Conviction'—Patrick Moorhead Sees $200 Billion Server CPU Market

Following Advanced Micro Devices Inc.’s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology analysts are issuing aggressive price targets and bullish forecasts for the chipmaker.

Intel Earnings Spark Bullish Reactions as Jim Cramer Calls 'Intel's the One,' Gene Munster Says Investors Can 'Sleep Well at Night'

Intel Corp (NASDAQ:INTC) drew praise from market commentators on Thursday after posting second-quarter results that topped estimates, with investors and analysts focusing on the company’s AI-driven demand, higher capital spending plans and long-term foundry roadmap.

IBM shares plunge 25% after CEO admits company fell behind

The impact on IBM is double,” Constellation Research’s Holger Mueller told Fortune, saying that IBM’s data really “shows the AI pull.

Presidents aren't supposed to pick winners, former White House ethics lawyer says. Trump keeps choosing Dell

Michael Dell’s company was already riding the AI-server boom. His long history of presidential access now has a Trump-era twist: public praise that moves the stock.

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OpenAI, Anthropic feud could prop up Google

How an AI lab feud could give Google a leg up in the AI race.

AMD 'Money Slides' Impressive, But Analysts See Limited Upside For Stock As Market 'Already Pricing' In The Numbers

AMD 'Money Slides' Impressive, But Analysts See Limited Upside For Stock As Market 'Already Pricing' In The Numbers

Prominent analysts are weighing in on Advanced Micro Devices Inc.’s (NASDAQ:AMD) analyst day on Tuesday, during which the company made bold projections regarding its near-term future and that of the broader AI chip and data center industry.

Trump’s Nvidia deal lays bare the contradictions in America’s AI policy

Trump’s Nvidia deal lays bare the contradictions in America’s AI policy

The Trump administration is talking tough on China—but Nvidia's efforts to negotiate reveals the contradictions at the heart of U.S. AI policy.

Tech enthusiasts brace for Trump tariff price hikes on new components

Tech enthusiasts brace for Trump tariff price hikes on new components

We examine the new Trump tariffs on Canada, China, and Mexico and consider their potential impacts on PCs, components, and peripherals.

Tom’s Hardware

Chinese Antitrust Investigation Into Nvidia 'All Speculative': Tech Expert

Chinese Antitrust Investigation Into Nvidia 'All Speculative': Tech Expert

Tech experts seemed to downplay Chinese regulators' investigation into Nvidia over an alleged breach of antitrust regulations.

China is "the first to train a single generative AI model across multiple data centers" with an innovative mix of "non-sanctioned" GPUs forced by US import blocks on AI tech

China is "the first to train a single generative AI model across multiple data centers" with an innovative mix of "non-sanctioned" GPUs forced by US import blocks on AI tech

Chinese AI data centers are splitting their generative AI workloads across multiple data centers, potentially solving the issue of power limits and working around US-based blocks.

Windows Central

Here’s why Nvidia’s aggressive sales tactics are in the DOJ's crosshairs

Here’s why Nvidia’s aggressive sales tactics are in the DOJ's crosshairs

“All of Nvidia’s competitors have issued grievances with me. I’m not going to name them, but you can imagine who they might be,” said Patrick Moorhead of Moor Insights & Strategy.

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Update: Intel Accelerated Ireland EUV Fab Ramp-Up as Meteor Lake Chips Were In Short Supply

Update 08/02: Patrick Moorhead has published a further tweet, clarifying that "Pat [Gelsinger] didn’t tell me l that there were yield issues. This was *my* interpretation." The text of the article has been updated accordingly to reflect this tweet, as well as Intel statements about accelerating their Ireland Fab 34…

Tom’s Hardware

Intel to layoff more than 15% of workforce — 15,000 or more employees — encountered Meteor Lake yield issues, suspends dividend

Intel announced plans to lay off more than 15% of its workforce amid troubling results.

Siri can't beat ChatGPT unless Apple breaks its own rules

Apple's Siri is no conversationalist and it's up for debate if it ever will be.

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