AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending
AMD CEO Lisa Su dismissed AI spending fears, calling markets short-sighted and reaffirming long-term demand despite the chip sector’s selloff.
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Meta Platforms' newly issued 9 billion euro bond offering saw strong demand and traded above par on its first day.
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AMD CEO Lisa Su dismissed AI spending fears, calling markets short-sighted and reaffirming long-term demand despite the chip sector’s selloff.
Meta, Google, and TikTok have filed lawsuits challenging a California law that restricts online platforms from offering features deemed 'psychologically exploitative' to minors.
Unrealistic Expectations Please click here for an enlarged chart of State Street Health Care Select Sector SPDR ETF (NYSE:XLV). Note the following: As a reminder, we are politically agnostic. The momo
Ten U.S. tech giants erased about $1.74 trillion in market value Thursday as Nvidia, Micron and AMD led a post-midterm sell-off in AI and chip stocks.
AMD is expanding into rack-scale AI computing with Meta testing its Helios systems, which could significantly boost revenue. However, with shares up 170% in 2026 and trading at premium valuations, AMD must convert successful testing into substantial orders while maintaining profit margins to justify further gains.
Global technology leaders are investing unprecedented capital in AI data center infrastructure, with hyperscalers like Amazon, Google, and Microsoft committing hundreds of billions to accelerator deployment. Rising demand for GPUs, TPUs, and custom AI ASICs driven by generative AI workloads is reshaping data center infrastructure worldwide, supported by government AI initiatives and vertical integration strategies among cloud providers.