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Analysts Lift AMD Price Targets as AI Demand Case Strengthens

A new wave of upgrades reflects bets that CPU‑heavy agentic AI and early Helios GPU orders could drive rapid multi‑year revenue gains.

JPMorgan Starts SK Hynix at Overweight With $245 Target as Shares Fall

Nvidia Posts Record Quarter but Flags Rising Costs, Supply Limits and China Shortfall

OpenAI Deepens Chip Partnership With Samsung

Memory Stocks Rally as Sold‑Out HBM Capacity, Nvidia Commitments and Upgraded Price Forecasts Lift the Sector

Nvidia Agrees to Buy Hugging Face for About $12.9 Billion

Enflame Raises 6.12 Billion Yuan in Oversubscribed STAR Market IPO

Cathie Wood Sells Big AMD Stake to Buy $53M of Nvidia and Add Broadcom

CXMT Announces LPDDR6 Mass Production for Xiaomi as HBM3E Risk Production Starts

Hedge Funds Shift From SanDisk to TSMC in Q2 Reallocation

Samsung Says Exynos 2700 Outpaces Qualcomm's Next Snapdragon in Internal Tests

Marvell Grants Google Performance‑Linked Warrant Worth Up to $12.2 Billion

Nvidia Denies Report It Will Ship China-Specific Groq-Based LPU

Cerebras Posts Explosive Cloud Growth but GAAP Margins Plummet

SMIC Triples Profit as AI Chip Demand Boosts Chinese Foundries

Intel Raises $20 Billion With $95 Share Placement to Fund AI Chip Capacity

AMD Pushes Into AI Infrastructure as Helios Shipments Begin

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

Nvidia Stock Rises After SpaceX Pledges Exclusive Use of Its Chips

AMD Agrees to Buy Taalas to Add Model‑Specific AI Inference Chips