Advanced Micro Devices, Inc. - Common Stock (AMD)

The sizes of those contracts matter less than how easily Anthropic can walk away from them.

Lumentum Holdings is likely to outperform expectations amid incredible demand for optical networking components.

Nvidia and Micron are riding record AI demand, but both depend on tech giants keeping up their spending. Here's what could go wrong if that cools.

AMD's bear case seems to hold more water.

AMD reports third-quarter earnings on Nov. 3.

Amkor's Q3 revenue was flat as mobile weakness offset AI-driven growth, but margins improved and expansion with NVIDIA, Apple, and AMD supports its long-term AI packaging outlook.

AMD's 34% revenue growth and $5.5 billion in free cash flow come with a 70x forward P/E, while Dell pairs $8.6 billion in free cash flow with a 17.6x multiple and a $95 billion AI server backlog.

TSMC is raising prices 10% to 20% on advanced packaging and 3% to 6% on wafers, leveraging its dominant position to pass rising capital costs on to AI chipmakers.

AMD has massive AI growth opportunities ahead.

The company revealed previously undisclosed information that is critically important to all investors.

Nvidia and AMD pledged investment backing as Meta prices its stock offering at $625 per share, today, Oct. 27, 2026.

Can the chipmaker's own earnings target lift its stock back past its October record?

Nvidia will invest $3 billion in Meta Platforms as part of a larger partnership.

The stocks listed here all have excellent fundamentals and are trading within 10% of their 52-week lows.

What happened? A number of stocks jumped in the afternoon session after major artificial intelligence deals and landmark financing agreements reinforced inve...

Nvidia and AMD separately announced deals with Meta Platforms to power the social media company's AI endeavors. Nvidia stock rose.

AMD and Nvidia are further apart than most investors realize.

Investing in a basket of growth stocks in your younger years can yield significant results by retirement age.

News Highlights

Cathie Wood sold big chunks of AMD and TSMC stock shortly after they hit all-time highs earlier this month.

Teradyne, Grail, Kratos Defense, FormFactor and Fabrinet have pulled back despite strong growth, setting up potential entry points in robotics, quantum and AI.

Broadcom is expected to grow at a faster pace than Nvidia over the next few years.

Nightfood Holdings (OTCQB: NGTF), doing business as TechForce Robotics, is expanding into the artificial intelligence semiconductor supply chain following its acquisition of automated optical inspection technology for chip-on-wafer-on-substrate (“CoWoS”) advanced packaging, according to AINewsWire editorial coverage. The company plans to establish a 20,000-square-foot manufacturing facility in Taiwan, targeting initial production of 10 to 15 units per month at an estimated average price of $150,000 per unit. Initial shipments are expected in late November or early December 2026, subject to production readiness, customer orders and regulatory compliance. The expansion comes as semiconductor equipment sales are projected to reach $165.9 billion in 2026, according to industry group SEMI, driven partly by growing demand for AI infrastructure.

AINewsWire Editorial Coverage : Artificial intelligence is usually discussed in terms of models, chips and data centers. Yet every AI processor must first be packaged, inspected and shipped in volume, and that work happens on factory floors. The nine largest cloud providers are expected to spend about $830 billion on capital expenditures in 2026, according to TrendForce estimates. Converting that spending into working hardware depends on the automation and inspection equipment behind it. Nightfood Holdings Inc. (OTCQB: NGTF) ( profile ), doing business as TechForce Robotics, is moving into that layer of the supply chain. The company has acquired specified CoWoS automated optical inspection technology and plans a 20,000-square-foot manufacturing facility in Taiwan. It is targeting initial shipments in late November or early December 2026, subject to production readiness and customer orders. Nightfood is committed to strengthening its position as an innovator in the broader AI/automation ecosystem, working to join well-known leaders such as NVIDIA Corporation (NASDAQ: NVDA), Advanced Micro Devices Inc. (NASDAQ: AMD), Applied Materials Inc. (NASDAQ: AMAT) and…