2+ week, 5+ day ago   (196+ words) Raymond James upgraded AMD to Strong Buy, saying agentic AI could be a big new growth driver for the...AMD has a good blend of earnings leverage, data-center exposure and market-share improvements, the analyst...The bigger challenge is if…...

6+ day, 5+ hour ago   (583+ words) And the chip maker's portfolio is only set to get bigger in the coming years....Nvidia provides the most information about the roughly dozen listed companies in which it holds stakes-the...those positions had dropped to $46.43 billion as of early…...

3+ week, 5+ day ago   (175+ words) (AMD, Financials) may be taking a significantly bigger part in Google's specialized AI hardware approach...AMD has been more renowned for selling CPUs and GPUs directly into data centers....

2+ week, 6+ day ago   (130+ words) TradingView Aethir launches its ACCELERATE...initiative, giving the project its own GPU capacity through access to 10 initial data center sites across...The move extends Aethir's role beyond decentralized GPU coordination into physical data center capacity...

6+ day, 8+ hour ago   (23+ words) TradingView Nvidia-backed...Firmus signs deal with OpenAI for Malaysia data centre capacity...

5+ day, 19+ hour ago   (86+ words) TradingView...AMD: AI and data center growth, product ramps, and supply chain investments drive strong outlook AI-driven...Major product ramps, robust customer engagement, and supply chain investments support expectations for data...

5+ day, 18+ hour ago   (86+ words) TradingView...AMD: AI and data center growth, product ramps, and strong customer demand drive a bullish outlook AI-driven...ramps, multi-generational customer partnerships, and robust supply chain investments are set to double data...

1+ week, 6+ day ago   (242+ words) Expansion expected to support approximately 3,000 additional latest-generation GPUs across two U.S. data...Both deployments sit within existing enterprise data center facilities with live utility power, which...

2+ week, 4+ day ago   (125+ words) The Case for APLD Stock The Case for CRWV Stock CRWV & APLD’s Share Performance Trajectory In the past month, CRWV has surged 24.4% while APLD is up 9.4%. CRWV trades at a forward 12-month price-to-sales (P/S) ratio of 1.93, below APLD’s 8.01. How Do…...

6+ day, 18+ hour ago   (491+ words) ASML Holding N.V. ASML is increasingly benefiting from the growing adoption of AI, rapid advances in leading-edge Logic and Memory technologies and the need for sophisticated semiconductor manufacturing processes. The company is one of the biggest beneficiaries of the increasing technology…...