Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc. (NASDAQ:AMD) is pushing deeper into the AI accelerator market. TSM’s August revenue reached NT$514.81 billion, up 53.3% from a year earlier and 10.1% sequentially. Revenue for January through August increased 39.3%. The growth is a powerful signal for advanced […]

Advanced Micro Devices (NASDAQ:AMD) Trading 2.5% Higher - What

Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software, while positioning its server CPU portfolio for increased demand from agentic AI workloads. Speaking at

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.

NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) are competing for AI accelerator share, but Taiwan Semiconductor Manufacturing Company’s latest sales show one thing both companies agree on: demand for advanced silicon remains enormous. TSM reported September 10 that August revenue reached a record NT$514.81 billion, up 53.3% from a year earlier. Concerns that […]

Advanced Micro Devices (NASDAQ:AMD) stays in focus as sector conditions, energy costs and bond yields shape U.S. trading.

Piper Sandler raised Advanced Micro Devices to a "strong-buy" rating in a report on Wednesday.

The Manufacturers Life Insurance Company grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 41.5% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 1,967,717 shares of the semiconductor manufacturer

Corient Private Wealth LP reduced its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 15.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 534,553 shares of the semiconductor manufacturer

Advanced Micro Devices (NASDAQ:AMD) Shares Down 3.4% - Here

Both companies are winning in the AI chip race, but they are doing it with very different business models and profit profiles.

Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.

The new bullish call rests on a much more aggressive AI growth path than the stock has seen before.