AMD

Nvidia is utilizing its massive cash reserves as a competitive moat by backstopping neoclouds, securing components, and investing in AI startups. The company announced an initiative to bring in at least $500 billion of outside capital from financial firms including Apollo, Blackstone, and Goldman Sachs. This creates a self-reinforcing cycle where Nvidia's technological dominance generates cash, solidifying its market advantage.

Economist Torsten Slok warns that AI profits are currently funded by investors rather than earned from customers, citing a lopsided profit margin structure within the value chain. While silicon and equipment maintain high margins (41%), models and applications report negative operating margins (-59%). Slok warned that if financing slows, this disparity threatens the stability of the expanding industry.

AMD's stock is declining following its latest earnings report due to analysts noting muted upside in results, underwhelming investor expectations with its margin outlook, and facing high market expectations.

AMD and SpaceX are experiencing stock price declines following their earnings reports, while Eli Lilly's stock is rising after it significantly exceeded earnings estimates.

Anthropic is building an in-house chip team to design custom AI chips for its Claude model, as revealed by a job listing and company statement. The company will use a 'multi-chip approach' incorporating hardware from AWS, Google, Nvidia, and AMD alongside its custom silicon. Other AI companies like OpenAI and Meta are also developing their own chips.

The Dow closed above 47,000 for the first time, driven by earnings and falling oil prices. Stock futures rose as investors focused on earnings from SpaceX, AMD, and Disney following a market rally.

AMD's stock plummeted 8% in premarket trading despite the company beating expectations. The chipmaker has been a major beneficiary of the AI boom, with its stock rising 132% so far in 2026.

SpaceX has committed to exclusively using Nvidia GPUs for its AI computing needs, citing the Vera Rubin architecture as the best available. CEO Elon Musk emphasized the partnership's value, while Nvidia CEO Jensen Huang praised Musk's work. The move excludes competitors like Intel and AMD, despite common industry diversification strategies.

AMD executives claim the company's open-source strategy, particularly its ROCm software, gives it a competitive edge over Nvidia in the AI chip market. AMD partners with OpenAI and Anthropic to leverage open-source programming tools, emphasizing community contributions to accelerate development. The company reported revenue exceeding expectations but saw its stock fall 9% after earnings.

AMD's revenue increased by 50% and data center sales doubled, with the Data Center unit's growth rising 107% year-over-year. However, the company's stock price declined despite these gains.

US equity futures approach a record high driven by a tech-led rally. President Trump states his latest offer is Iran's last chance for a deal. SpaceX is set to report its first earnings since becoming public.

Michael Burry, known for his 'Big Short' housing market bet, shorted the iShares Semiconductor ETF (SOXX) in June 2026, which fell 21% by July 31. He attributed the decline to overvaluation and has since reinforced his bearish position on chip stocks and related indices.

SpaceX will release its first-ever earnings report alongside AMD, addressing concerns over AI spending and a stock slump that has erased over $500 billion in market value since its June debut. The report comes as tech stocks face pressure due to costly AI investments, including Elon Musk's plan for space-based AI data centers.

AMD is experiencing strong server demand and analysts are anticipating the launch of its new rack-scale offering. The company is preparing for its upcoming earnings report with these developments.

PwC U.S. CEO Paul Griggs advises young workers to say yes often and work extra hours, emphasizing initiative and curiosity for career advancement. Similar advice is echoed by McDonald's and AMD CEOs, highlighting the importance of a proactive 'yes' mindset.

Falling oil prices due to President Trump's decision to avoid new strikes against Iran are easing Wall Street's inflation concerns, with U.S. stock indexes rising but major chip stocks like Micron and AMD declining. The dollar dipped against the yen after U.S. and Japan intervened to prop up the Japanese currency.

AMD and Micron stock prices surged, while Lam Research climbed 17% as semiconductor stocks rose due to strong earnings from Lam Research, Microsoft, and Arm.

Bernstein estimates Core Scientific's partnership with AMD could generate $14 billion over 15 years. AMD is backing a neocloud lease and holds warrants for 30 million CORZ shares.

Qualcomm predicts $15 billion in annual datacenter revenue by FY 2029 but acknowledges this will position it as a minor player compared to rivals like AMD, Intel, and Nvidia. The company faces declining revenue from Apple due to the iPhone maker's shift to in-house modems and is diversifying into automotive, IoT, and datacenter markets to offset losses.

Oil prices rose 7.3% due to fighting with Iran, while US stocks declined as the Federal Reserve chose not to raise interest rates. The S&P 500 fell 1.5%, the Dow 2.2%, and the Nasdaq 1.7%, with tech stocks like Nvidia, Micron Technology, and AMD underperforming.

Core Scientific increased its Bitcoin holdings to 848 coins (worth over $54 million) in Q2 2025 by adding 301 coins through mining, despite previously selling Bitcoin to fund a transition to AI and high-powered computing. The company also signed a deal with AMD for 2.5 gigawatts of data center capacity and reported a significant rise in Q2 revenue and gross profit.

Core Scientific and AMD partner on 500 MW of U.S. AI data-center capacity starting in 2027, scalable to 2.5 GW, with warrants to buy CORZ stock.

Core Scientific has secured an AI deal with AMD as it reduces its bitcoin mining activities. The company is transitioning from cryptocurrency mining to artificial intelligence infrastructure.

PyTorch Monarch is being optimized for AMD GPUs via ROCm, enabling single-controller distributed training. The article provides a link to the official blog and Hacker News comments.

Gen Z faces job market challenges with slowed entry-level hiring and increased competition. CEOs from Amazon, Citi, and McDonald’s emphasize that opportunities exist for those with a growth mindset, adaptability, and curiosity.

Intel CEO Lip-Bu Tan acknowledged the need to catch up with AMD and Arm, highlighting growth in AI and new processors. The company reported a 25% revenue increase but a $11B GAAP loss, citing supply chain constraints and competition. Intel plans to leverage its 18A and upcoming 14A manufacturing processes to strengthen its position.

AMD and Nvidia, traditionally competitors in the GPU market, are expanding their rivalry into the server CPU sector. Both companies are increasing their offerings in this attractive market for server CPUs.

Cerebras and AMD have partnered to combine their technologies for AI systems, leading to an increase in Cerebras' stock value.

AMD partners with Cerebras on a disaggregated inference approach for AI, launching the Helios server system to compete with Nvidia. The system is adopted by AI labs and cloud companies like OpenAI, Meta, and Microsoft.

AMD is launching a new generation of AI chips and rack systems to challenge Nvidia. The company secured deals with Anthropic and Microsoft for its Helios rack-scale system and Instinct MI455X GPUs.

Intel and AMD are securing Chinese data-center customers through long-term server chip deals amid a surge in CPU prices. Some CPU products have risen more than 40% in China since the start of the year, tightening supply for cloud providers and internet companies.

AMD is investing up to $5 billion in Anthropic as part of a computing power deal. Anthropic's agreement with AMD is part of a series of infrastructure deals aimed at increasing computing capacity.

AMD will invest up to $5 billion in Anthropic as part of a chip deal. Anthropic has committed to purchasing tens of billions of dollars worth of AMD’s latest AI server chips.

AMD signed Anthropic as a major AI chip customer in a deal that includes investment. Anthropic will deploy up to 2 gigawatts of AMD's Instinct MI450 Series GPUs starting in the first half of 2027.

Nvidia has released full specifications for its AI server CPU, targeting competitors AMD and Intel. The company published a white paper and SPEC CPU 2026 results showing its Vera chip outperforming AMD's Epyc 9755 in integer performance.

AMD’s stock is rising, partially driven by a new Microsoft deal, and investors are preparing for a major product event later in the week. Chip stocks are broadly recovering, contributing to the positive momentum.

AMD will start shipping the Helios system, which integrates its GPUs, CPUs, networking chips, and software, to customers like Microsoft later this year. The system is positioned as the first real competitor to Nvidia's dominance in AI.

AMD has launched Helios, its first AI rack system designed to compete with Nvidia, and secured Microsoft as a new customer, joining companies like Meta, OpenAI, and Oracle.

The article discusses analysis of AMD's GFX1250 graphics architecture through LLVM compiler data, focusing on technical insights and speculative interpretations of hardware capabilities.

SK Hynix raised $26.5 billion in the second-largest U.S. share sale, listing on Nasdaq as the world’s leading high-bandwidth memory manufacturer. The IPO follows a 630% share surge in Korea and aims to address valuation discounts linked to South Korea’s chaebol governance, with U.S. investors gaining access to a key AI infrastructure provider.