AMD Climbs as CFO Raises AI Chip Outlook Toward $3 Trillion by 2030
AMD expects data-center sales to more than double next year and will keep TSMC as its main foundry.
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Intel Reportedly Planning Another 10% CPU Price Hike in October
Intel may raise some CPU prices another 10% in October after earlier 2026 hikes, focusing on margins as PC demand slips. AMD launches follow in mid-2027.
Raymond James Lifts AMD Price Target to $641, Forecasts $201 Billion Revenue by 2030
Raymond James upgrades AMD to Strong Buy, citing 44% annual growth and $201 billion in revenue by 2030, implying ~40% upside.
Fermi’s Project Matador Lands First Major Tenant in Landmark AI Power Deal
Fermi announces binding $6.5B lease with TensorWave for 222 MW AI data center at Project Matador. Expansion to 650 MW possible.
Musk Commits SpaceX to Nvidia Exclusively; AMD Feels the Pressure
Musk says SpaceX is exclusive to Nvidia’s Vera Rubin chips. The news boosts NVDA and pressures AMD after earnings.
AMD Beats Estimates and Guides Higher — But CapEx Shock Sends Shares Down
AMD beat estimates with record $11.5B in revenue and raised guidance, but shares dropped as CapEx surged to $808M—nearly three times forecasts.