Both chipmakers have made investors significantly richer over the past year, and they can sustain their healthy growth rates owing to the improving demand for their chips.
Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements.
Chief Executive Officer Adam Sullivan said the initial agreements repre
AI stocks like AMD, Micron, Credo, Cloudflare and AirJoule face a summer pullback, but intact spending trends and analyst price targets suggest their uptrends remain in place.
Celestica (NYSE:CLS) reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027.
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AMD's raised TAM outlook, bullish chart signals, and major AI deals with Anthropic, OpenAI, Meta and Microsoft point to strong Q2 guidance and potential stock upside ahead.
Finding a good deal on gaming hardware isn't just about waiting for a sale banner. Prices shift constantly based on chip supply, new GPU launches & even cu
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three ...
