What's Going On With AMD Stock Wednesday?
AMD stock gains almost 4%. Discover key MACD momentum shifts, $530 resistance level, and Benzinga Edge ratings.
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OpenAI, Anthropic Slowdown Call Won't Derail AI Infrastructure Demand, Why One Fund Manager Sees No Spending Pause in Sight
Gabelli Funds PM Hendi Susanto says AI infrastructure demand remains strong despite slowdown calls, with supply tight through 2027.
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Super Micro Computer stock surges nearly 3% premarket as investors return to AI server hardware makers following an earlier sector-wide sell-off.
GPU Shipments Poised for Growth as AI, Gaming and Data Center Demand Drive Market Opportunities Through the Forecast Period
A new quarterly GPU market report tracks worldwide graphics processing unit shipments and supplier market share across integrated, embedded, and discrete segments. The report provides historical data from Q1 2004 through 2025 forecasts, analyzing performance from major suppliers AMD, Intel, and Nvidia. GPU demand is expected to grow driven by AI, gaming, and data center applications.
CIEN's New Venture Fund: Can it Turn AI Networking Into Growth Engine?
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What's Going On With Arm Holdings Stock Tuesday?
ARM gains 3% on Tuesday despite broader market weakness. Track key price levels, technical analysis, and Wall Street ratings.
Arm Stock Is Down More Than 40%. Here's Why I'm Staying on the Sidelines.
Arm Holdings stock has fallen over 40% from its 52-week high amid an AI sector sell-off triggered by debate over AI model development pace. However, the author argues the stock's underlying business remains solid with record Q1 revenue growth of 22% and 29% earnings growth, as Arm's royalty model depends on chip shipments rather than AI timelines. The main concern is valuation: at 79x forward earnings, the stock requires years of extraordinary AI-driven growth to justify its price, making the author cautious despite the company's strong fundamentals.