In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, AMD (NASDAQ: AMD) shares surged 9% following the announcement of a landmark, multi-year strategic partnership with Meta Platforms (NASDAQ: META). The deal, characterized by analysts as one of the largest hardware procurement agreements in the history
AMD just locked in a historic deal to power Meta's AI supercomputers with custom chips. While the $100 billion revenue potential is huge, a "10% ownership" catch has Wall Street divided. See why this is the biggest shift in the AI war yet.
The global financial markets held their collective breath today as NVIDIA Corporation (NASDAQ: NVDA) released its highly anticipated fourth-quarter fiscal 2026 earnings report. In a display of continued dominance that has silenced skeptics of an "AI bubble," the semiconductor giant reported a staggering $68.1 billion in revenue, comfortably surpassing
Nutanix shares are soaring in extended trading Wednesday after the company reports fiscal second-quarter results and announced a strategic partnership with AMD.
ONCE Capital increased its stake in NuScale Power during the fourth quarter as AI-driven data centers boost demand for reliable electricity. NuScale is developing small modular nuclear reactors designed to provide steady, around-the-clock power. Investors will be watching whether the company can turn that vision into fully funded projects and measurable progress.
Look beyond Nvidia (NASDAQ:NVDA) and Microsoft stock for more rewarding AI returns. Here's why Advanced Micro Devices (AMD) stock and a Canadian AI play could offer better gains
The lab, which is expected to launch its next major update, V4, granted early access to domestic suppliers, including Huawei Technologies, a Reuters report said.
In a move that has sent shockwaves through the semiconductor industry and Silicon Valley, Meta Platforms (NASDAQ: META) and AMD (NASDAQ: AMD) have officially announced a landmark multi-year strategic partnership to deploy a staggering 6 gigawatts (GW) of AI compute capacity. This deal, valued at an estimated $100 billion over
Shares of semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) jumped 13.9% in the morning session after the company reported fourth-quarter 2025 results that beat Wall Street's expectations for both revenue and earnings.
MENLO PARK, CA — In a move that has sent shockwaves through Silicon Valley and Wall Street alike, Meta Platforms (NASDAQ: META) has unveiled a staggering $135 billion capital expenditure plan for 2026, aimed at cementing its dominance in the global artificial intelligence race. Following a blockbuster Q4 2025 earnings report
NVIDIA Corporation (NASDAQ: NVDA) has fundamentally rewritten the rules of the artificial intelligence (AI) supply chain with a massive $2 billion strategic investment in CoreWeave (NYSE: CRWV), a specialized "neocloud" provider. This move, finalized on January 26, 2026, involves the purchase of 22.94 million newly issued Class A common
SANTA CLARA, CA – The semiconductor landscape has shifted on its axis this week as shares of Advanced Micro Devices (NASDAQ: AMD) surged to record highs, fueled by a transformative multi-year artificial intelligence infrastructure agreement with Meta Platforms (NASDAQ: META). The rally, which saw AMD's stock climb as much as 14%
The global landscape of artificial intelligence reached a critical inflection point this February as the "memory bottleneck" continues to dictate the pace of innovation. Leading the charge, South Korean semiconductor giant SK Hynix (KRX: 000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab
