Marvell Teams Up With Nvidia To Help Hyperscalers Scale AI Infrastructure — May 19th, 2025

Marvell Technology, Inc. (NASDAQ:MRVL) announced on Monday that it would collaborate withNvidia Corp (NASDAQ:NVDA) to offer Nvidia NVLink Fusion technology to customers employing Marvell’s custom cloud platform silicon. NVLink Fusion helped integrate custom XPU silicon with Nvidia NVL...

Qualcomm says it will build custom data center CPUs that link with Nvidia chips — May 19th, 2025

Investing.com -- Qualcomm (NASDAQ:QCOM) announced Monday it will develop custom data center CPUs designed to link with Nvidia’s AI chips, marking a renewed push into the server processor market. While Nvidia (NASDAQ:NVDA) dominates the AI accelerator space, its chips require CPUs—trad...

Latest News In AI Chips - NVIDIA's AI Factory Revolutionizes Enterprise Infrastructure — May 19th, 2025

NVIDIA has unveiled its RTX PRO™ Servers as part of a strategic effort to accelerate the transition of enterprise IT infrastructure to AI factories, a market with a trillion-dollar potential. These servers, built with the RTX PRO 6000 Blackwell Server Edition GPUs, aim to provide univers...

US Equities Markets Rise Monday as Investors Assess Moody's Downgrade — May 19th, 2025

US benchmark equity indexes ended higher Monday on a late rally as markets assessed a Moody's downgr PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscript...

AMD Introduces New Radeon Graphics Cards and Ryzen Threadripper Processors at COMPUTEX 2025 — May 21st, 2025

– Radeon RX 9060 XT brings next-gen gaming experiences and FSR 4 ML-powered upscaling to mainstream users – – Threadripper 9000 Series and Radeon AI PRO R9700 redefine workstation and high-end desktop performance with full-spectrum compute and local AI processing – TAIPEI, Taiwan...

Nvidia opening up AI ecosystem with these partnerships, like Qualcomm — May 19th, 2025

Nvidia (NVDA) CEO Jensen Huang unveiled several of the chipmaker's new projects at the 2025 Computex conference in Taiwan, including humanoid robotics and the company's NVLink Fusion program to develop semi-customizable semiconductors for customers' AI infrastructure. Bernstein Managing D...

AMD (AMD) Price Target Raised to $135 on AI Momentum — May 19th, 2025

Advanced Micro Devices (AMD, Financials) saw its stock price target raised by Mizuho to $135, citing stronger growth expectations from its AI portfolio and partnerships. Shares closed at $117.17 on the day of the report, up nearly 12% for the week. Warning! GuruFocus has detected 4 Warnin...

Qualcomm says it will build custom data center CPUs that link with Nvidia chips — May 19th, 2025

Investing.com -- Qualcomm (NASDAQ:QCOM) announced Monday it will develop custom data center CPUs designed to link with Nvidia’s AI chips, marking a renewed push into the server processor market. While Nvidia (NASDAQ:NVDA) dominates the AI accelerator space, its chips require CPUs—trad...

SANMINA ANNOUNCES ACQUISITION OF DATA CENTER INFRASTRUCTURE MANUFACTURING BUSINESS OF ZT SYSTEMS FROM AMD — May 19th, 2025

Transformational Acquisition Increases Sanmina's Scale and End-Market Exposure to Cloud and AI Infrastructure Planned Divestiture by AMD Creates Preferred NPI Manufacturing Partnership with Sanmina, a Leading IMS Company Purchase Price of $2.55 Billion Cash and Equity, Plus $450 Million ...

AMD (AMD) Sells ZT Systems' Manufacturing Business to Sanmina for $3 Billion — May 19th, 2025

Advanced Micro Devices (AMD, Financials) is exiting the hardware build side of its AI infrastructure business, selling ZT Systems' manufacturing operations to Sanmina while keeping the design expertise in-house. The move, first hinted at during the original ZT acquisition last August, is a...

Advanced Micro Devices (NasdaqGS:AMD) Engages In Merger Talks With Sanmina Corporation — May 20th, 2025

Advanced Micro Devices recently held an M&A call with Sanmina Corporation, signaling a potential shift in growth strategy. Over the past month, AMD's stock price surged 31%, a change that is significantly larger than the market's 1.6% increase. Key factors likely contributing to this perfo...

Advanced Micro Devices (NasdaqGS:AMD) Unveils New AI PCs, Graphics Cards, and Processors — May 21st, 2025

Advanced Micro Devices recently unveiled several product innovations, such as the Radeon RX 9060 XT graphics card and Ryzen Threadripper 9000 Series processors, alongside strategic partnerships, including a collaboration with Red Hat to enhance AI capabilities. These events coincide with a...

QUALCOMM Incorporated (QCOM): A Bull Case Theory — May 20th, 2025

We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Substack by Christopher Kirincic. In this article, we will summarize the bulls’ thesis on QCOM. QUALCOMM Incorporated (QCOM)'s share was trading at $152.50 as of May 16th. QCOM’s trailing and forward P/E were 15.56 and ...

AMD Sells ZT Fab Unit, Bolsters AI Talent to Challenge Nvidia — May 20th, 2025

AMD (NASDAQ:AMD) offloads ZT Systems' manufacturing arm for $3 billion while snapping up its 1,200-strong engineering team to sharpen its edge against Nvidia (NASDAQ:NVDA) in the data-center GPU race. Warning! GuruFocus has detected 4 Warning Signs with AMD. Citi Research analysts, led b...

Is Intel Stock a Buy Now? — May 20th, 2025

Key Points Intel's stock has declined more than 60% over the past five years. It missed out on the mobile and AI markets, and it's losing the PC market. It could take years for its newest CEO's turnaround plans to pay off. 10 stocks we like better than Intel › Intel(NASDAQ: INTC) was o...

Advanced Micro Devices, Inc. (AMD): A Bull Case Theory — May 20th, 2025

We came across a bullish thesis on Advanced Micro Devices, Inc. (AMD) on Substack by StockOpine. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc. (AMD)'s share was trading at $114.99 as of May 15th. AMD’s trailing and forward P/E were 83.93 and ...

Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD — May 19th, 2025

Intel (INTC) is expanding its graphics chip offerings with the debut of its Arc Pro B50 and B60 series workstation cards. The options, starting at $299 and $500 and higher, respectively, are designed for customers who don't necessarily need or want to use cloud-based AI processors from the...

Mizuho lifts price targets for AI server stocks — May 19th, 2025

Investing.com -- Mizuho has lifted price targets for several AI server-related stocks, citing rising demand and momentum across the supply chain. The brokerage raised its target for AMD (NASDAQ:AMD) to $135 from $117, for Dell Technologies (NYSE:DELL) to $145 from $140, and for Super Micr...

Advanced Micro Devices (NasdaqGS:AMD) Engages In Merger Talks With Sanmina Corporation — May 20th, 2025

Advanced Micro Devices recently held an M&A call with Sanmina Corporation, signaling a potential shift in growth strategy. Over the past month, AMD's stock price surged 31%, a change that is significantly larger than the market's 1.6% increase. Key factors likely contributing to this perfo...

Mizuho Lifts AMD, SMCI Targets on Middle East Wins — May 19th, 2025

Advanced Micro Devices (NASDAQ:AMD) and Super Micro (NASDAQ:SMCI) continue lighting up investor watchlistshere's why. Mizuho's Vijay Rakesh just bumped AMD's price target to $135 (up from $117) and SMCI's to $40 (from $30) after those jaw-dropping Gulf deals: $20 billion for Super Micro w...

Qualcomm Reenters Server CPUs with Nvidia Link — May 19th, 2025

Qualcomm (NASDAQ:QCOM) is back in the server-CPU gameand this time it's leaning on Nvidia (NVDA) for the heavy lifting. Instead of partnering with Intel (NASDAQ:INTC) or AMD (NASDAQ:AMD) like before, Qualcomm's new chips will talk directly to Nvidia's GPUs using NVLink Fusion. Think of it...

Nvidia's Key Differentiators Include Its Ability To Expand Its Addressable Market: Analyst — May 19th, 2025

BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp. (NASDAQ:NVDA) with a price forecast of $160 on Monday. Arya listened to Nvidia CEO’s Computex 2025 keynote and then had a chance to virtually catch up with management (CFO) after the event. The analyst highlight...

AMD spends $1.6 billion to keep 1,200 engineers in Nvidia fight — May 20th, 2025

Investing.com -- AMD (NASDAQ:AMD) has finalized a deal to divest the manufacturing segment of ZT Systems, selling it to Sanmina Corporation (NASDAQ:SANM) for $3 billion. The transaction, announced on May 19, includes $2.55 billion in cash and stock, along with up to $450 million in potenti...

Citadel CEO Ken Griffin Offloads NVIDIA, Bets $326 Million on AMD — May 19th, 2025

May 19 - Citadel founder Ken Griffin trimmed his Nvidia (NASDAQ:NVDA) stake by half in the first quarter while sharply boosting his position in Advanced Micro Devices (NASDAQ:AMD), according to a filing with the SEC. Griffin said AI tools have improved productivity but may not revolutioni...

AMD Strikes Deal to Sell ZT Systems' Manufacturing Business to Sanmina — May 19th, 2025

Advanced Micro Devices (AMD) agreed to sell ZT Systems' data center infrastructure manufacturing bus PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscript...

The Hidden Headwinds for AMD: Why Truist Just Lowered Its Price Target — May 20th, 2025

Truist recently lowered the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $111 from $130 and kept a Hold rating on the shares. AMD operates as a semiconductor manufacturer. In an investor note, the analyst noted that the company's Q1 result was good overall, but the outlook ...

AMD Announces Agreement to Divest ZT Systems Data Center Infrastructure Manufacturing Business to Sanmina — May 19th, 2025

$3 billion in cash and stock, inclusive of a contingent payment of up to $450 millionAMD retains ZT Systems’ rack-scale AI solutions design and customer enablement expertise to accelerate quality and time-to-deployment for cloud customersDivestiture and preferred NPI manufacturing partne...

Mizuho Raises Advanced Micro Devices (AMD) Target to $135, Reiterates Outperform — May 20th, 2025

We recently published a list of 11 AI Stocks On Wall Street’s Radar. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI stocks on Wall Street’s radar. US President Donald Trump is all set to revive the country’s st...

1 Growth Stock to Stash and 2 to Approach with Caution — May 19th, 2025

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall. The risks that can come from buying...

AMD Announces Agreement to Divest ZT Systems Data Center Infrastructure Manufacturing Business to Sanmina — May 19th, 2025

Advanced Micro Devices, Inc. $3 billion in cash and stock, inclusive of a contingent payment of up to $450 million AMD retains ZT Systems’ rack-scale AI solutions design and customer enablement expertise to accelerate quality and time-to-deployment for cloud customers Divestiture and pr...

Advanced Micro Devices, Inc. (AMD) Gets $130 Target from BofA, Is It the Next Big AI Winner? — May 21st, 2025

We recently published a list of 12 AI Stocks on Analysts’ Radar. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI stocks on analysts’ radar. The recently imposed US sanctions on chip use have angered China. In rece...

AMD Aims To Kick Rival Intel While It's Down — May 21st, 2025

AMD introduced its latest processors for AI-powered personal computers and workstations at the Computex trade show in Taiwan. Continue Reading View Comments...

Top Midday Stories: Stocks Fall on Moody's US Downgrade; Nippon Steel Plans to Invest $14 Billion in US Steel if Merger Approved — May 19th, 2025

All three major US stock indexes were down in late-morning trading Monday after Moody's said late Fr PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscript...

Sector Update: Tech Stocks Retreat Late Afternoon — May 19th, 2025

Tech stocks were lower in late Monday afternoon trading, with the Technology Select Sector SPDR Fund PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscript...

Advanced Micro Devices to Sell ZT Systems’ Data Center to Sanmina for $3 Billion — May 19th, 2025

Advanced Micro Devices, Inc. (NASDAQ:AMD) announced on Monday that it entered into a definitive agreement with Sanmina (NASDAQ:SANM) to sell its ZT Systems’ U.S.-headquartered data center infrastructure manufacturing business for $3 billion, with a contingent upfront cash payment of $4...

Sanmina to Acquire ZT Systems’ Manufacturing Business from AMD — May 19th, 2025

Sanmina agreed to acquire ZT Systems’ data center infrastructure manufacturing business from Advanced Micro Devices for up to $3 billion. Continue Reading View Comments...

AMD Introduces New Radeon Graphics Cards and Ryzen Threadripper Processors at COMPUTEX 2025 — May 21st, 2025

Advanced Micro Devices, Inc. AMD COMPUTEX 2025AMD COMPUTEX 2025 – Radeon RX 9060 XT brings next-gen gaming experiences and FSR 4 ML-powered upscaling to mainstream users – – Threadripper 9000 Series and Radeon AI PRO R9700 redefine workstation and high-end desktop performance with...

Equities End Mostly Higher, Yields Retreat After Moody's US Downgrade — May 19th, 2025

US equity benchmarks closed mostly higher following choppy Monday trading as markets digested a Mood PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscript...

Top Analysts Ride the AMD AI Wave Post $3 Billion ZT Systems Deal — May 21st, 2025

On Tuesday, Advanced Micro Devices (NASDAQ:AMD) sold ZT Systems' manufacturing arm to Sanmina for $3 billion, retaining ZT's engineering team to support its AI infrastructure goals. Following the deal, Analysts have reshuffled their outlook. Stifel analyst Ruben Roy reaffirmed a Buy ratin...

Undervalued and Overlooked: 3 AI Stocks With Long-Term Upside — May 19th, 2025

Key Points It is likely too early to count out internet giant Alphabet. Advanced Micro Devices seems to have addressed its recent growth challenges. A rock-bottom valuation and increasing diversification could draw investors back to Qualcomm. 10 stocks we like better than Alphabet › In...

AMD Introduces New Radeon Graphics Cards and Ryzen Threadripper Processors at COMPUTEX 2025 — May 21st, 2025

Advanced Micro Devices, Inc. AMD COMPUTEX 2025AMD COMPUTEX 2025 – Radeon RX 9060 XT brings next-gen gaming experiences and FSR 4 ML-powered upscaling to mainstream users – – Threadripper 9000 Series and Radeon AI PRO R9700 redefine workstation and high-end desktop performance with...

AMD Aims To Kick Rival Intel While It's Down — May 21st, 2025

AMD introduced its latest processors for AI-powered personal computers and workstations at the Computex trade show in Taiwan. Continue Reading View Comments...

Advanced Micro Devices (AMD) Makes $3B Move — Here’s Why Citi Still Rates It ‘Neutral — May 21st, 2025

We recently published a list of 10 AI Stocks Investors Are Watching Today. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI stocks that investors are watching today. Speaking on CNBC’s “Halftime Report”, CEO of R...

Equities Rise Intraday as Markets Weigh Moody's US Downgrade, Fed Official's Remarks — May 19th, 2025

US benchmark equity indexes and Treasury yields were higher intraday as markets assessed a Moody's d PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscript...

Wells Fargo Backs Advanced Micro Devices Inc. (AMD) After ZT Sale, Eyes AI Future — May 20th, 2025

We recently published a list of 12 AI Stocks Making Waves on Wall Street Today. In this article, we are going to take a look at where Advanced Micro Devices, Inc. (NASDAQ:AMD) stands against other AI stocks that are making waves on Wall Street today. The United States recently issued guid...

This Bear Call Spread May Be Best For A Stalling AMD Stock — May 21st, 2025

AMD now faces significant overhead resistance at its 200-day line, making it a good candidate for a bearish option trade. Continue Reading View Comments...

AMD to offload ZT Systems server-manufacturing for $3bn — May 20th, 2025

Advanced Micro Devices (AMD) has agreed to divest ZT Systems' data centre infrastructure manufacturing business to Sanmina for up to $3bn The deal positions Sanmina as a preferred partner for the manufacturing of AMD's cloud rack and cluster-scale AI solutions. Under the deal terms, Sanm...

Latest News In AI Chips - Astera Labs and NVIDIA Boost AI Infrastructure Connectivity — May 21st, 2025

Astera Labs has expanded its collaboration with NVIDIA to enhance the NVLink Fusion ecosystem, focusing on providing high-performance, scale-up connectivity solutions for AI and cloud infrastructure. This partnership aims to support the demands of next-generation AI workloads, which requir...

AMD Introduces New Radeon Graphics Cards and Ryzen Threadripper Processors at COMPUTEX 2025 — May 21st, 2025

– Radeon RX 9060 XT brings next-gen gaming experiences and FSR 4 ML-powered upscaling to mainstream users – – Threadripper 9000 Series and Radeon AI PRO R9700 redefine workstation and high-end desktop performance with full-spectrum compute and local AI processing – TAIPEI, Taiwan...

AMD spends $1.6 billion to keep 1,200 engineers in Nvidia fight — May 20th, 2025

Investing.com -- AMD (NASDAQ:AMD) has finalized a deal to divest the manufacturing segment of ZT Systems, selling it to Sanmina Corporation (NASDAQ:SANM) for $3 billion. The transaction, announced on May 19, includes $2.55 billion in cash and stock, along with up to $450 million in potenti...