The bank thinks Advanced Micro Devices is set to see an improving AI outlook, with both a stronger GPU business and increasing demand for CPUs.

The generative AI megatrend isn't over yet.

Wolfe initiates SpaceX as outperform Wolfe said it sees plenty of upside. "SpaceX turned a competitive moat into an ocean of opportunity that we don't see others crossing. Bringing (internal) cost of ...

Advanced Micro Devices CEO Lisa Su said the company's strong first-quarter earnings were largely driven by boosted demand for central processing units. "Agents are really driving tremendous demand in ...

AMD shares hit an all-time high after strong outlook-driven optimism on AI infrastructure demand, jumping 14.9% and adding over $86 billion in market value. The rally extended across global ...

AMD yesterday acquired Nod.ai, an open source AI software provider, as the chipmaker looks to bolster its efforts to build an ecosystem of AI development tools, libraries and models around its ...