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AMD

AMD Posts Record Q2 Driven by Data Center Surge as Shares Slide

The August 4 earnings report left investors fretting over rising capex, tightened near-term cash flow, later-than-expected Helios revenue.

AI Buildout Forces Market Repricing as Cloud Results and Supply Strains Collide

Nvidia Deepens AI Factory Push With Corning and IREN Deals as Street Raises Forecasts

Nvidia’s AI Data-Center Lead Over AMD Widens as China Sales Are Excluded From Guidance

AMD Sets 35% Growth Target and AI Data‑Center Road Map as Shares Climb

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

US Conditions China AI Chip Licenses on 15% Revenue Share from Nvidia and AMD