Invesco AI and Next Gen Software ETF

Meta's Zuckerberg Plans to Build World's Largest AI Base in Louisiana

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

Citi raises Micron Technology target price from $425 to $840

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

HSBC raises Nvidia target price from $295 to $325

RiverFront Increases Qualcomm Stake by 48.1% to 8,038 Shares, Qualcomm Announces $20B Buyback Plan

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

GIPHY announces multi-year partnership extension with Meta

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

Intel states that PCs are evolving into an entry point for intelligent experiences

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Meta Hosts First 'Bug Bounty Researcher Conference' in Taiwan, Increasing Investment in AI and Cybersecurity

Amesite

InMed Pharmaceuticals

Meiwu Tech

Generation Income Properties

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

MetaVia

NextNRG

Phoenix Asia

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Co-Diagnostics

ARTY

SOXL

IGPT

SOXX

The U.S. Senate is expected to advance an artificial intelligence framework this year, according to Odaily. Senate Majority Leader Thune indicated that the legislative body plans to move forward with this initiative.

CoinLive

ISHRS S&P Glb It

iShares Future AI & Tech ETF

Direxion Semicon Bull 3X

SPDR S&P Software

Global X Robotics & Artificial

iShares Expanded Tech Software Sector ETF

Invesco Semiconductors ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

ROBO Global Robotics

FT Nasdq AI & Robotics

iShares Semiconductor ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

U.S. Senate to Advance AI Framework This Year

CBRS

SOXQ

AMDL

AMDD

ARK Invest has acquired $46.4 million in Cerebras shares following its market debut, while reducing its stakes in TSMC, AMD, and Teradyne. This move reflects ARK's strategy to shift focus from appreciated stocks to emerging leaders in AI infrastructure.

Cerebras

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long AMD Daily ETF

Direxion Daily AMD Bear 1X Shares

Taiwan Semiconductor

Teradyne

ARK Invest makes $46.4M Cerebras buy, cuts TSMC, AMD stakes

AMD is poised to benefit from a surge in CPU demand driven by agentic AI, which is altering data center requirements and increasing the need for high-core server processors. However, shortages in memory, optics, and networking gear are creating bottlenecks that affect AI hardware investments. Additionally, incidents involving autonomous AI agents underscore the necessity for stringent governance and control measures.

- The rising demand for CPUs is driven by Agentic AI, altering GPU-to-CPU ratios and increasing interest in AMD's high-core server processors.  
- Supply chain bottlenecks in memory, optics, and networking components are forming tradeable chokepoints that impact AI hardware investment approaches.  
- Governance issues are underscored by incidents involving autonomous AI agents, emphasizing the necessity for stringent oversight and control mechanisms.

AMD set to benefit from agentic AI CPU demand surge

RSPT

Tian Yuandong, a former Meta researcher, co-founded Recursive Superintelligence, a start-up focused on self-improving AI systems, raising over US$650 million at a US$4.65 billion valuation. The company aims to automate AI development, a key goal in the industry. With offices in San Francisco and London, it has around 25 employees and is backed by major investors like Nvidia and AMD. Experts warn of the risks associated with such powerful technology, emphasizing the need for safety and alignment with human values.

- A former Meta researcher co-founded Recursive Superintelligence, focusing on self-improving AI systems and raising over US$650 million at a US$4.65 billion valuation.  
- The startup aims to automate AI research and development, a process viewed as the holy grail of AI innovation, potentially allowing rapid advancements compared to competitors.  
- Concerns exist regarding the risks of such AI systems, with experts warning about potential loss of human control and significant economic and social impacts.

SCMP

Meta Platforms

GraniteShares 2x Long META Daily ETF

Direxion Daily Meta Bull 2x Shares

VG Info Tech

Global X Cloud Computing ETF

Spdr Select Tech

Invesco S&P 500 Equal Weight Tech ETF

First Trust DJ Internet Fd

Roundhill META WeeklyPay ETF

Alphabet

Alphabet - C

NVIDIA

OpenAI

KNOWLEDGE ATLAS

NVIDIA Corporation

Ex-Meta Chinese star joins race for self-improving AI with US$4.6b start-up

NVDL

NVDY

AMUU

NVDX

NVDU

Topaz Labs has launched NeuroStream™ 2, an advanced AI acceleration technology that enhances image and video processing speeds by 2X to 4X. This upgrade significantly reduces rendering times, allowing tasks that previously took 30 minutes to be completed in just 14 minutes on standard hardware. The technology supports various models, including Face Recovery 3 and Starlight Precise 2.5, and is available for users on NVIDIA, AMD, and Mac systems. Topaz Labs continues to innovate in AI image and video enhancement, serving millions of customers globally.

- Topaz Labs has announced the launch of its advanced acceleration technology, Topaz NeuroStream™, which enhances AI image and video processing speeds.  
- The new NeuroStream 2 technology achieves processing times reduced from minutes to seconds, providing at least a 20% acceleration for videos and 2X-to-4X quicker processing for images.  
- This upgrade enables enhanced user experience on commonly used hardware and introduces new models such as Face Recovery 3 and Noise-Aware Sharpen for users with compatible systems.

prnewswire

GraniteShares 2x Long NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

Direxion Daily AMD Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Daily NVDA Bear 1X ETF

GraniteShares 2x Short NVDA Daily ETF

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bull 2X Shares

Apple

15:11 ETTopaz Labs unveils NeuroStream™ 2--local AI acceleration technology with up to 4X faster rendering times for image and video models

NVDA

Cerebras Systems (CBRS) debuted on the stock market at $350 per share, significantly above its $185 IPO price, marking a notable AI-focused IPO in 2026. Unlike Nvidia and AMD, Cerebras produces a massive wafer-scale engine (WSE) chip, claiming it can enhance AI training speed. While this design offers advantages in processing power, it poses manufacturing challenges. Experts suggest that while Cerebras may excel in specific AI tasks, it is unlikely to fully replace traditional chipmakers like Nvidia and AMD.

- Cerebras Systems (CBRS) debuted at $350 per share, significantly above its $185 IPO price, marking a notable AI-focused IPO in 2026.  
- The company differentiates itself by developing a large wafer-scale engine chip, which aims to enhance AI training speeds but faces challenges in manufacturing and viability compared to smaller chips.  
- While Cerebras claims its technology can offer AI responses up to 15 times faster than existing systems, experts suggest it may only excel in specific applications rather than replacing competitors like Nvidia or AMD universally.

Tip Ranks

Cerebras (CBRS) IPO: Why It's Different from Nvidia, AMD

GOOG

GOOGL

Richard Socher has launched Recursive Superintelligence, a San Francisco-based AI startup, with $650 million in funding. The company aims to develop a recursively self-improving AI model that autonomously identifies and fixes its weaknesses. Socher emphasizes a unique approach using open-endedness to achieve this goal, contrasting it with traditional AI improvement methods. The startup's team includes notable AI researchers, and they focus on automating the ideation, implementation, and validation of research ideas, ultimately striving for a new level of AI self-awareness and safety through co-evolution of AI systems.

- Richard Socher has launched Recursive Superintelligence, a San Francisco-based startup focused on creating a recursively self-improving AI model.  
- The startup, funded with $650 million, aims to automate the ideation and validation of research ideas, maximizing the open-endedness concept to enhance AI's self-improvement capabilities.  
- Socher emphasizes that, in the future, compute allocation will be a critical question for humanity, determining the resources dedicated to solving significant challenges.

TechCrunch

Global X Internet

Direxion Daily GOOGL Bull 2X Shares

Roundhill GOOGL WeeklyPay ETF

What happens when AI starts building itself?

INTC

INTW

Intel's stock has retreated after a 440% rise over the past year, as investors lock in gains and reassess valuations. Competition from AMD and Arm-based processors is increasing, challenging Intel's market share in AI workloads. CEO Lip-Bu Tan is pivoting the company towards GPUs and AI systems, but execution risks remain high.

- Intel’s shares have seen a 440% increase over the past year but recently dropped for three consecutive days as investors secure profits and evaluate high valuations.  
- Competitors like AMD and Arm-based processors are capturing market share in server CPUs, posing a challenge to Intel in the rapidly expanding AI sector.  
- CEO Lip-Bu Tan is directing Intel’s focus towards GPUs and advanced AI systems, though significant execution risks persist.

Intel

GraniteShares 2x Long INTC Daily ETF

Intel stock retreats as AI gains face valuation, competition tests

MRVL

MVLL

AMD has made a $6.5 million investment in Marvell, acquiring 65,516 shares at approximately $99 each. Following a surge in Marvell's stock, AMD's stake value has risen to about $11.46 million, indicating significant unrealized gains. This investment is part of AMD's strategy in the AI ecosystem, aligning with Nvidia's $2 billion deal with Marvell.

- AMD has invested $6.5 million in Marvell by acquiring 65,516 shares at about $99 each.  
- The investment's value has risen to approximately $11.46 million due to Marvell’s stock increase, reflecting significant unrealized gains.  
- This move is strategic, aligning with Nvidia’s $2 billion agreement with Marvell, emphasizing its role in AI data center networking.

Marvell Tech

GraniteShares 2x Long MRVL Daily ETF

First Trust Nasdaq Food & Semicon

AMD’s $6.5M Marvell stake signals AI infrastructure bet

Citi has raised AMD's price target to $460, citing a surge in CPU demand driven by AI workloads, while maintaining a neutral rating. The server CPU market is projected to grow from $29.3B in 2025 to $132B by 2030, with AMD expected to capture 34% of the market due to the rise of CPU-intensive AI applications.

- Citi raised AMD's price target to $460, driven by forecasts of surging CPU demand from AI workloads, while maintaining a neutral rating.  
- The server CPU market is projected to grow from $29.3 billion in 2025 to $132 billion in 2030, largely due to agentic AI.  
- By 2030, AMD is expected to capture 34% of the CPU market as it benefits from the increasing demand for CPU-intensive AI applications.

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi lifts AMD target to $460 on AI CPU growth outlook

Invesco AI and Next Gen Software ETF(IGPT.US)