AMD’s $9.6B Forecast Leaves Investors Wanting More Despite Record Q3 Gains
AMD posts record $9.2B revenue in Q3 2025 with strong AI and PC sales, but its $9.6B Q4 forecast leaves some investors cautious amid high expectations for AI-driven growth.
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Adeia Shares Fall 18% After Cutting Full-Year Guidance and Suing AMD Over 10 Semiconductor Patents
Adeia stock dropped 18% after lowering its 2025 revenue forecast and filing a patent infringement lawsuit against AMD involving ten semiconductor patents, including hybrid bonding and advanced node technologies.
Trump to Discuss Nvidia's Blackwell AI Chips with Xi as Company Nears Historic $5 Trillion Valuation
President Trump will discuss Nvidia's advanced Blackwell AI chips with President Xi Jinping as the chipmaker approaches a $5 trillion market cap, potentially reshaping U.S.-China tech relations and AI trade dynamics.
Qualcomm Launches AI Chips to Challenge Nvidia's Dominance in Data Centers
Qualcomm unveils AI200 and AI250 chips for data centers, entering the booming AI infrastructure market with competitive alternatives to Nvidia's dominant processors arriving in 2026-2027.
Nvidia Gets Major Upgrade as AI Chip Superiority Continues
Nvidia stock rises 2.2% in premarket trading as analysts remain bullish on AI chip demand. HSBC upgrades to Buy with $320 target, citing strong earnings potential through 2027.
Astera Labs Joins Arm Total Design to Accelerate Custom AI Chip Development
Astera Labs partners with Arm Total Design to deliver chiplet connectivity for AI infrastructure using PCIe, CXL, and UALink amid recent stock volatility.