Nasdaq AMD

Key PointsAdvanced Micro Devices is leveraging strategic partnerships with industry leaders to expand its footprint in the high-performance data center market.

Key PointsArm benefits from both its own CPUs and custom CPUs.

Key PointsAMD CEO Lisa Su said the company plans to "substantially increase" its supply in 2027.

Key PointsAuto industry customers spent around $8 billion on Nvidia's AI systems for their own facilities in a recent 12-month stretch.

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

Key PointsAMD has made its growth expectations for 2027 clear, yet the market still prices it at a huge premium.

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

Key PointsAMD's valuation has gotten a bit out of hand.

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

Investors looking for the next phase of artificial intelligence (AI) infrastructure growth may want to look beyond semiconductor sector designers and examine the networking backbone tying the compute together. Arista Networks (NYSE: ANET) recently hit an all-time high of about

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

Recent news from Samsung, TSMC, and SpaceX suggests record CAPEX spending will continue.

Key PointsAMD, already past a $1 trillion market cap, needs about 70% more growth to pass Broadcom's $1.7 trillion, a target its OpenAI deal makes realistic.

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.47% on Thursday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.39%. December E-mini S&P futures (ESZ26 ) fell -0.41%, and December E-mini...

Key PointsNvidia remains a great stock, but smaller semiconductor stocks could outperform over the next decade.

Key PointsAMD, Marvell, and Lumenum are riding big trends and are well-positioned as leaders in their fields.