AMD

With 17 percent in Nvidia and over 60 percent in semiconductors, Vanguard's tech ETF has beaten the S&P 500 for four straight years on sustained hyperscaler AI capex.

AMD claims 50 percent more memory and superior precision performance in new data center GPUs, but execution on ROCm software and enterprise adoption remain unproven.

AMD's Q2 client CPU share reached 30.3%, driven by notebook gains, but desktop shipments fell more than 20% year-over-year, offsetting the win.

Advanced Micro Devices priced a four-tranche senior unsecured note offering expected to raise $4.75 billion, with settlement set for Aug. 17.

Advanced Micro Devices hit record quarterly revenue as data center and AI accelerator sales drove growth, even as investors weigh valuation risk.

Elon Musk said during SpaceX's first earnings call that all future AI infrastructure will run on Nvidia chips, citing the Vera Rubin architecture.

The Nasdaq rose 1.0 percent Tuesday while the Russell 2000 fell 0.5 percent, a split that puts pressure on next week's earnings to justify current valuations.

Intel dropped on a soft Q3 forecast and Boston Beer slid on a sales miss, while AMD and Deckers posted after-hours gains on strong results.

Advanced Micro Devices acquired a $6.5 million position in Microsoft shares, signaling conviction in AI infrastructure and cloud computing growth

Advanced Micro Devices' strong annual performance and MI300X accelerator wins challenge Nvidia's market leadership in AI chips

Riot Platforms' strategic pivot into high-performance computing, marked by increased data center revenue and a doubled AMD partnership, fundamentally redefines its business model.

Today's market action saw Microsoft propel the Dow while Advanced Micro Devices surged on robust data center optimism, signaling a structural shift in investor focus toward critical AI infrastructure plays.