Roundhill AMD WeeklyPay ETF (AMDW.US) Latest News & Headlines | Longbridge

© 2026 Longbridge｜Terms of Service Privacy Policy

Tech Veteran Warns Nvidia Is Playing Intel’s Old Game Against AMD — and It Could Become a Dangerous Trap
benzinga_article·1 hour ago
- Tech analyst Patrick Moorhead warns that Nvidia is employing Intel’s historical playbook by relying on its larger balance sheet against AMD rather than focusing purely on product innovation. - Moorhead notes that prioritizing financial engineering and vertical integration over manufacturing and product execution ultimately crippled Intel’s competitiveness. - The analyst emphasizes that robust foundry capabilities serve as a critical safety net for chipmakers to survive architectural missteps during market rivalry.
NVDA+3.26%INTC+3.35%
Why Are Micron, Nvidia, AMD, Intel, and Super Micro Stocks Rising in Pre-Market Today? August 12
Tip Ranks·4 hours ago
- Shares of Micron, Nvidia, AMD, Intel, and Super Micro rose in pre-market trading following Super Micro's strong fiscal Q4 report and Q1 revenue forecast. - Super Micro projected Q1 revenue between $14.5 billion and $15.5 billion, surpassing Wall Street's $11.82 billion estimate due to robust AI server demand. - This positive outlook boosted related semiconductor and hardware suppliers as it signaled continued high spending on AI infrastructure and data-center products.
AMD+3.39%MU+6.26%
Former AMD Executive Patrick Moorhead Says Nvidia Is Copying Intel’s Past Strategy to Suppress AMD
TradingKey·5 hours ago
- Former AMD executive Patrick Moorhead argues that Nvidia is adopting Intel's historical strategy to suppress AMD in the AI field through vast financial resources and resource expansion. - Nvidia leverages its capital advantage, GPU hardware, CUDA ecosystem, and over $500 billion in third-party financing support to reinforce customer lock-in effects. - Despite Nvidia's dominance, AMD is developing alternatives like the Helios platform and securing major clients to challenge its ecosystem advantage.
NVDA+3.26%INTC+3.35%
Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now
Motley Fool·6 hours ago
- Morgan Stanley predicts that AI infrastructure spending could reach $1.4 trillion in 2027 due to ongoing industry capacity constraints and increasing capital expenditures by major cloud providers. - Nvidia and Advanced Micro Devices are highlighted as top stock picks to benefit from this surge, driven by their market leadership in GPUs, CPUs, and the fast-growing inference market. - Micron is also recommended as a key beneficiary because surging demand for high-bandwidth memory and tight DRAM supplies are boosting its revenue and gross margins.
AMD+3.39%NVDA+3.26%
The $1.3 Trillion Inference War Is Heating Up. 3 Stocks to Watch.
Motley Fool·6 hours ago
- The artificial intelligence inference market is projected to reach $ 1.3 trillion by 2032, driving intense competition among leading chipmakers and upstarts. - Nvidia is targeting this market by combining its GPUs for the pre-fill phase with acquired Groq language processing units for the decode phase. - Cerebras and AMD are aggressively pursuing the inference sector through proprietary wafer-sized chips, strategic partnerships, and recent acquisitions to reduce memory bottlenecks and costs.
NVDA+3.26%CBRS+6.89%
MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit
PR Newswire·6 hours ago
- MiTAC Computing showcased its diversified rack-scale infrastructure engineered for Agentic AI workloads at the OCP APAC Summit, including the world premiere of its C2810Z6 and C2610Z6 HPC servers developed with AMD. - The company debuted ORv3 compute platforms powered by 6th Gen AMD EPYC™ Server CPUs featuring PCIe Gen 6 connectivity and CXL 3.1 support to process massive parallel agent requests. - These rack-scale solutions and liquid-cooled infrastructure aim to eliminate thermal and storage bottlenecks, delivering an integrated AI factory foundation for modern enterprise workloads.
AMD+3.39%AMDL+6.83%
Nvidia's Chip Boom Is Spreading: JPMorgan Says These 6 Stocks Could Ride It
benzinga_article·19 hours ago
- JPMorgan reported that global semiconductor sales reached $152 billion in June with year-over-year growth accelerating to 134%, driven by strong memory and expanding ex-memory sectors. - The global semiconductor industry is projected to reach $1.68 trillion in sales in 2026 and $2.25 trillion in 2027 due to broad AI infrastructure demand. - JPMorgan identified Nvidia, Broadcom, Advanced Micro Devices, Intel, Micron Technology, and Marvell Technology as key stocks positioned to benefit from this expanding semiconductor boom.
NVDA+3.26%INTC+3.35%
10 Information Technology Stocks Whale Activity In Today’s Session
benzinga_article·20 hours ago
- Benzinga's options activity scanner tracked significant trading transactions in 10 Information Technology sector stocks to help traders identify potential market opportunities. - Notable whale activity featured varied sentiments and positions, including a bullish call sweep for AAPL totaling $1.0 million and a bearish call sweep for FSLR totaling $381.9K. - Other notable transactions involved companies such as CRWV, MARA, RBRK, INTC, SNDK, AMD, SHOP, and VSH, displaying distinct strike prices and expiration dates.
CRWV+18.84%RBRK-1.15%
Rackspace Technology Q2 Earnings Call Highlights
Market Beat·23 hours ago
- Rackspace Technology reported second-quarter revenue of $670 million, driven by an expanded enterprise AI infrastructure strategy and a definitive agreement with AMD to deploy compute capacity. - The company strengthened its partnership with Palantir and advanced its Private Cloud sector, which saw revenue rise 5% year over year to $263 million. - Rackspace maintained its full-year 2026 guidance, projecting GAAP revenue between $2.45 billion and $2.55 billion while anticipating positive annual free cash flow.
RXT+4.37%AMD+3.39%
Core Scientific says Q2 2026 colocation revenue rises to $137 million on 437 MW billed capacity ramp-up
PUBT·23 hours ago
- Core Scientific reported its Q2 2026 GAAP colocation revenue rose to $137 million, driven by a capacity ramp-up to 437 billable MW. - The company announced an AMD partnership spanning 530 MW across five sites, generating over $14 billion in base contracted revenue over 15 years. - Bitcoin mining operations continued to wind down with nearly 30% fewer miners online compared to Q1.
CORZ+6.12%GBTC+0.40%
Micron or AMD: One AI Chip Stock Is an 'Incredible Opportunity,' the Other Isn't, Says Investor
Tip Ranks·23 hours ago
- Investor Julia Ostian evaluates Micron and AMD as investment opportunities following their recent pullbacks from late-June peaks. - Micron is rated as a Buy due to its lower valuation, strong earnings, and essential role in supplying high-bandwidth memory for AI infrastructure. - AMD receives a Hold rating because its current stock price already reflects aggressive long-term earnings expansion and leaves no room for error.
MU+6.26%AMD+3.39%
AMD’s Helios Launch Could Create Winners Beyond AMD Stock
Market Beat·23 hours ago
- Advanced Micro Devices holds a Moderate Buy rating among Wall Street analysts. - MarketBeat has identified 5 alternative stocks recommended by top analysts instead of Advanced Micro Devices. - Investors are encouraged to review these top-rated picks before the broader market recognizes their potential.
CORZ+6.12%AMD+3.39%
AMD Beat Revenue at $11.5B and Data Center +107% — So Why Is the Stock Breaking $475 Support?
TradingKey·1 day ago, 09:04 AM
- Despite AMD reporting a strong second quarter in 2026 with revenue reaching $11.536 billion and Data Center revenue surging 107% to $6.7 billion, the company's stock broke below the critical $475.81 support level amid negative technical momentum and an RSI of 39. - The core issues driving the stock's decline include flattened non-GAAP gross margins at 56% despite rapid revenue growth, high stretched valuations trading at approximately 48x forward earnings, and intensifying competitive pressures. - Operational highlights feature positive free cash flow of $1.56 billion, non-GAAP diluted EPS of $1.66, and a robust $51.3 billion AI customer backlog providing revenue visibility out to 2027.
AMD+3.39%AMDD-3.42%
XAI co-founder's startup River AI raises $1.1 billion to expand custom AI tools
CNA·1 day ago, 08:35 AM
- River AI, founded by xAI co-founder Igor Babuschkin, raised $1.1 billion in a funding round led by General Catalyst and AMP PBC. - Additional strategic investors included Nvidia, AMD Ventures, Y Combinator, and Temasek to support custom AI tools. - The startup aims to help enterprises build personalized open-weight models using its cost-effective and efficient reinforcement-learning training API.
AMD+3.39%AMDL+6.83%
What's Going On With AMD Stock Tuesday?
benzinga_article·1 day ago, 07:49 AM
- Advanced Micro Devices Inc. stock rose nearly 1% in Tuesday premarket trading as improving risk appetite lifted growth stocks following recent second-quarter earnings. - The company reported revenue of $ 11.54 billion, surpassing Wall Street expectations of $ 11.28 billion, though shares previously dipped as investors sought faster AI-driven data-center growth. - AMD announced the acquisition of startup Taalas on August 7 to expand its inference strategy, while analysts maintain a consensus Buy rating with an average price forecast of $ 591.39.
AMD+3.39%AMDL+6.83%