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The Latest Breaking News from AMD

MarketBeat Week in Review – 02/02 - 02/06

Stocks rallied to end a volatile week as investors looked for oversold tech stocks and overlooked and beaten-down stocks in other sectors.

MarketBeat

Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market

The supply chain wobbles once more.

PC Gamer

Intel Core G3 ‘Panther Lake’ handheld chips reportedly delayed — here’s why that’s bad news for gamers

A new report claims that the rumored Intel Core G3 "Panther Lake" chip for gaming handhelds has been delayed to Q2 of 2026. Here's what we've heard.

Tom’s Guide

From analysis to the latest developments in health,
read the most diverse news in one place.

Cathie Wood Just Bought the Dip in AMD Stock. Should You?

Cathie Wood buys AMD on the dip as AI GPU demand and cloud growth fuel investor optimism despite the recent post-earnings selloff.

Barchart

Intel, AMD server CPUs reportedly suffering from supply shortages in China, leading to increased prices — sources say orders could be delayed by as much as 6 months

The increased demand is said to be partly brought by demand for agentic AI, which need CPUs to execute their tasks.

Tom’s Hardware

AMD's 96-core beast with watercooling engraved into CPU joins car and industrial parts in a 2,000W direct die cooling setup — $12,000 CPU runs at 5.3 GHz, devours 1,300W, and still runs cooler than your gaming PC

Chinese tech YouTube channel Geekerwan tests direct die cooling on the 96-core Ryzen Threadripper Pro 9995WX, using a CNC-engraved IHS and automotive-grade cooling components.

Tom’s Hardware

I switched to the HP OmniBook X Flip 14 for 30 days — and I'm shocked how good this laptop is for $599

The HP OmniBook X Flip 14 is quite the good-looking, premium mid-range 2-in-1. The performance is especially good for the $599 price you pay (ignore that MSRP as it’s never $999). Strong battery life and impressive ergonomics all come together to create a great all-rounder for the money.

Tom’s Guide

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I’ve been using the Acer TravelMate P6 14 AI for a couple of months now - and it's easily one of the best ultra-light machines I’ve used

The Acer TravelMate P6 14 AI middle-of-the-road laptop that uses a 200-series Core Ultra processor to maximum effect.

TechRadar

DDR4 in 2026? These kits can help you beat the RAM crisis

With RAM prices going through the roof, opting for older DDR4 RAM is now a viable option. Here are some great DDR4 RAM kits to consider, along with compatible motherboards.

Tom’s Guide

'Our focus areas are enterprise... and just continuing to grow at the premium, you know, higher-end of the market': AMD CEO plays down global memory shortage, says she expects PC market to shrink

AMD reports strong revenue growth while acknowledging rising RAM and SSD prices and predicting a shrinking PC market overall.

TechRadar

As Analysts Forecast 50% Upside, Is Now the Time to Buy the Dip in AMD?

While AMD stock dropped sharply following Q4 earnings, the company is well-positioned to deliver a strong financial performance in 2026.

Barchart

Intel Just Announced That It Will Make GPUs. Should You Buy INTC Stock Here?

Intel stock jumped after CEO Lip-Bu Tan confirmed a renewed push into GPUs, but execution and valuation still matter more than ambition.

Barchart

Analysts See Super Micro Computer Finally Staging a Turnaround. Should You Buy SMCI Stock Now?

Super Micro Computer posted its Q2 Results earlier this week. Here is why analysts believe the stock can turn things around from here.

Barchart

Don't Miss Out: Strangle Plays on These 3 Top 25 Unusually Active Options Gems!

There were 1,234 unusually active options on Wednesday. Among the top 25 Vol/OI ratios were three popular stocks: Peloton Interactive, Boston Scientific, and Uber Technologies. There’s an argument for both long and short strangles. Here’s why.

Barchart

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Barchart

Should You Buy AMD Stock Before the MI400 Launch?

AMD stock just tanked 17% as Wall Street was not impressed by the chipmaker's guidance for Q1 of 2026.

The Independent UK

A new Xbox console is coming, but not anytime soon

AMD’s CEO has hinted the next-generation Xbox console could launch in 2027

Barchart

Is 32% Revenue Growth Enough to Justify Buying AMD Stock in 2026?

AMD shares plunged 17% despite a strong Q4.

TechRadar

I test TVs for a living, and these 3 models are the perfect budget-friendly options that I recommend for the Super Bowl

Looking for a bigger TV for the Super Bowl? These 3 TVs should be top of your shopping list.

Get all your
news in one place.

100’s of premium titles.
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Barchart

Intel and SoftBank Are Partnering Up in the Red-Hot Memory Market. How Should You Play INTC Stock Now?

Intel will work on a new prototype of AI memory with SoftBank.

Barchart

The Move in AMD Stock After Earnings Was Much Larger Than the Average. Why?

AMD stock crashed much more than the options market implied or what is historically observed after the company’s earnings. Find out why.

TechRadar

A seriously powerful all-in-one PC has been revealed, packing an AMD Ryzen AI Max+ 395 CPU under the hood

Another Apple iMac alternative has arrived, and it's built around AMD's most powerful APU.

Tom’s Hardware

ASRock issues statement concerning yet another round of Ryzen 9000 CPU failures — motherboard vendor says it is 'working in seamless coordination' with AMD to investigate

While the scope of the faults appears to be quite small, ASRock joins the chorus of motherboard companies promising to search for a cause.

Tom’s Hardware

Intel clawed back CPU market share from AMD in the Steam Hardware survey for the first time in months — PC component crisis could be pushing builders to value-for-money builds

After months of consistent decline, Intel’s consumer CPUs have enjoyed a small but significant spell of market share growth, at least according to the latest Steam Hardware Survey.

Tom’s Hardware

Valve delays Steam Machine and says it is reconsidering pricing — critical component shortage and costs behind the move

Valve is reportedly delaying the latest Steam hardware due to uncertainty with memory chip pricing, but it seems to still be on track to arrive during the first half of 2026.

Tom’s Guide

Steam Machine delayed, as Valve will ‘revisit’ the cost because of the RAM price crisis

The Steam Machine, Steam Frame and Steam Controller have all been delayed because of "memory and storage shortages."

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