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AMD's Core Scientific deal is bigger than headline number

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Overview
 · 13h · on MSN
AMD's Core Scientific deal is bigger than the headline number
Wall Street’s mixed reaction to Tuesday’s announcement reveals more about the partnership’s real stakes than the megawatt count does.

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 · 1d
AMD signs AI data center deal with Core Scientific
 · 1d · on MSN
Core Scientific stock drops. Big earnings miss overshadows AMD deal.
 · 1d
Core Scientific Q2 Earnings Call Highlights
Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuse...

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 · 1d
Core Scientific Partners With Chipmaker AMD On A.I. Data Centre
 · 1d
Core Scientific signs AI infrastructure deal with AMD

AMD, NVIDIA and Intel

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 · 1d · on MSN
AMD vs. Intel: Which Is the Better Artificial Intelligence Chip Stock to Own Until the End of 2027?
Both Advanced Micro Devices ( AMD -7.23%) and Intel ( INTC -5.29%) have made investors significantly richer recently, driven by the growing demand for their artificial intelligence (AI) data center ch...

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 · 1d · on MSN
Nvidia Stock Wavers, AMD Gains. What’s Driving the AI Chip Players.
24/7 Wall St · 1d
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA
PCMag on MSN
15h

AMD may be reviving GPUs with 4GB RAM. Who's going to buy that?

A 4GB ASRock RX 9050 briefly appeared online before being taken down, but it says something about how major GPU manufacturers see the next couple of years playing out.
18h

New AMD Linux patch boosts low-end gaming performance on Steam Deck

As the Steam Deck slowly marches toward its fifth birthday next February, owners are likely eager for a way to extend its life rather than investing in expensive high-end competition. A new patch for AMD’s Linux drivers could substantially reduce low-end frame hitches when the Steam Deck or other AMD-based gaming hardware is running in Energy Performance Preference (EPP) mode.
12h

AMD reveals budget-friendly RX 9050 GPU. More than anything, it’s a sign of terrible times for gaming

AMD has launched the entry-level RX 9050 as rising component costs make affordable gaming PCs increasingly difficult to build.
15h

AMD: Best-Case Expectations Priced Into A Cyclical Growth Stock

AMD trades at lofty multiples on AI data center hopes; high hyperscaler exposure and supply commitments raise downside risk. Learn why AMD stock is a sell.
24/7 Wall St.
7h

I’m Loading Up on AMD Because It Proves That Coming in Second Place Creates Asymmetric Upside

I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) because second place in this cycle is the seat I actually want to own. First place is priced like it will never stumble.
1don MSN

AMD, Intel and Micron extend losses as chip stocks get clobbered

Semiconductor stocks fell on Tuesday, extending a rout in chipmakers after another weak session on Wall Street.
19h

AMD: Current Valuation Appears Hard To Justify

AMD is still generating 35% of its revenue from the Client and Gaming segment and even 39% of its operating income. Find out why AMD stock is a strong sell.
24/7 Wall St.
12h

Intel Stock Is Up 124% This Year and AMD Is Up 100%: Is the NASDAQ Correction a Take-Profit Signal?

The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next.
2d

Will Helios Be the Catalyst AMD's Stock Needs to Hit a $1 Trillion Market Cap in 2026?

Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.
19h

Here are Wednesday's biggest analyst calls: Nvidia, SpaceX, AMD, Snowflake, Disney, Reddit, Broadcom & more

UBS upgrades Weatherford to buy from neutral UBS says buy the dip in the oil field services company. "We upgrade WFRD from Neutral to Buy with a $114 PT." Gordon Haskett upgrades BJ's Wholesale to buy from hold The firm says BJ's Wholesale could see same-store sales upside.
TweakTown
8h

RX 9050 4GB confirmed by AMD to be real, and is being sold to just one system integrator

AMD reportedly confirms that the RX 9050 4GB is real, and is being sold strictly to a single system integrator to build a cheap entry-level PC in 2026.
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