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Nvidia, AMD and Intel fall as 5% Treasury yields test lofty AI valuations. Goldman still favours compute as AI demand stays ...

The latest $1 trillion chipmaker now costs about 40 times its expected 2027 earnings. Its bigger, faster-growing competitor costs about 15 times its own.

Applied Materials and Lam Research build the tools behind every AI chip. See how their strategies differ and which stock best ...

AMD's new lineup of GPUs pricing is absurd, GPUs going below MSRP, Intel's full lineup of GPUs and Nvidia's new GPUs pull ...

AMD has nearly tripled while the semiconductor sector's biggest name barely kept pace with the broader market, and that gap alone rewrites the conventional wisdom about who is winning the AI chip race ...

Analysis of AMD's financial statements reveals a significant increase in profit margins. Comparing AMD's performance to NVIDIA.

A new leak claims AMD's RDNA 5 AT2 GPU has 70 compute units and clocks up to 3.4GHz, potentially outperforming the Radeon RX ...

AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap ...

The chip giant has split its stock six times -- but not once in 26 years, and not once under the CEO who took the shares from about $3 to more than $600.

Intel Corporation stock jumped 12% on AI hype from Meta’s Muse app. Click for this INTC stock update and see why I am bearish ...

AMD has added references to GDDR7 memory support within its open-source Linux graphics driver code, a change that points toward the memory standard being used on the company's next-generation RDNA 5 ...