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The Latest Breaking News from AMD

Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips — Asus projected to sell 5 million fewer boards in 2025, Gigabyte, MSI, and ASRock also expected to see reduced sales numbers

The combined sales of the four biggest motherboard manufacturers are expected to fall by at least 28% in 2026, with the entire industry selling 11.7 million less units due to increasing PC component costs.

Tom’s Hardware

Xbox to introduce Project Helix today in brand new showcase, and it's all eyes on Diamond

Microsoft's next-gen introduction comes in the form of its Xbox Game Dev Update today.

GamesRadar

Hopes for reopening the Strait of Hormuz push Asian shares higher, as oil prices hold above $100

Asian shares are sharply higher and the price of crude oil was holding above $100 a barrel as investors bet on hopes the U.S. and Iran will strike a deal allowing tankers to deliver crude from the Persian Gulf again

The Independent UK

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AMD's CEO predicts 'higher memory and component costs' later this year — so brace yourself for Radeon GPU price hikes

Following Lisa Su's revelation, a disgruntled Redditor predicted: 'The RAM economy will permanently change and data centers will be a nuisance for the rest of recorded time'.

TechRadar

Nasdaq Jumps to New High on AMD Earnings: Stock Market Today

Advanced Micro Devices was the latest chip stock to hit a home run with earnings.

Kiplinger

As AMD Surges 16% Following Earnings, Here's What Barchart Data Says Comes Next for AMD Stock

AMD stock rallies on stellar Q1 earnings and encouraging future guidance. But Barchart data suggests AMD shares are not out of juice just yet.

Barchart

Intel Stock Just Hit New Record Highs. This Time, Apple Gets All the Credit.

The iPhone maker is reportedly in talks with Intel to manufacture its processors.

Barchart

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AMD’s AI Moment May Be Bigger Than Nvidia Investors Realize

AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.

Barchart

Years in the Making, AMD’s Upside Movement Has Just Begun

Advanced Micro Devices upside is yet to be seen as its CPU and GPU strengths have just been revealed; expect acceleration to continue.

MarketBeat

AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs

AMD plans to expand its portfolio of CPUs for data centers that will be targeted at different workloads.

Tom’s Hardware

'We now expect second half gaming revenue to decline more than 20%': AMD feeling the sting of the memory supply crisis

"I mean, look, this is something that everyone in the industry is working with."

PC Gamer

Nasdaq Futures Rally on Upbeat AMD Earnings and U.S.-Iran Peace Deal Optimism

June Nasdaq 100 E-Mini futures (NQM26) are trending up +1.61% this morning as optimism that the U.S. and Iran are close to a peace agreement, along with upbeat quarterly results and guidance from Advanced Micro Devices, boosted sentiment.

Barchart

AMD posts record first-quarter results, driven by skyrocketing data center CPU demand — company expects consumer andgaming revenue to decline in Q2 over rising memory and component costs

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.

Tom’s Hardware

Latest Apex Legends update smooths out stutter on Ryzen X3D CPUs — physics algos apparently struggled at high frame rates unlocked by V-Cache

The Apex Legends Season 29 update reduces stuttering by addressing physics calculations that struggled to keep up at high frame rates enabled by modern high-end CPUs.

Tom’s Hardware

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Fortune

Supermicro CEO insists 'no one' beyond indicted employees were involved in alleged $2.5 billion smuggling scheme

CEO and Chairman Charles Liang said Supermicro’s relationship with vendors including Nvidia, AMD, Intel, and Broadcom was “strong” despite the accusations against a Supermicro cofounder. Supermicro stock rose 17% in after-hours trading.

Barchart

Ahead of AMD Earnings, Here Is What Barchart Options Data Shows for AMD Stock

Options traders believe AMD shares will rally after Q1 earnings today. But HSBC downgraded AMD stock heading into the quarterly release.

Barchart

Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor

Recent analyst commentary suggests AMD's upside is limited anyway due to capacity constraints.

MarketBeat

The Great Chip Divide: AI Chip War Pivots from Hype to Execution

Intel's strategic M&A and leadership changes signal a fundamental turnaround as AMD continues to secure significant enterprise AI and cloud deployments.

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TechRadar

Looks like Valve's Steam Machine might finally be on its way after a huge importing effort — and despite our fears, it might actually support full-fat 4K 120Hz and VRR in the end, making it a full PS5 and Xbox replacement

Valve's Steam Machine may be close to launch –and a post-launch firmware update may deliver HDMI 2.1

Barchart

Tech Stock Strength Lifts the Nasdaq 100 to a Record High

The S&P 500 Index ($SPX ) (SPY ) today is up +0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.20%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...

Barchart

Stocks Climb as Middle East Ceasefire Holds

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.08%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...

Barchart

Stock Index Futures Climb as U.S.-Iran Ceasefire Holds, JOLTs Report and Earnings in Focus

June S&P 500 E-Mini futures (ESM26) are up +0.28%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.47% this morning, supported by lower oil prices as the ceasefire in the Middle East appeared to be holding.

Tom’s Hardware

Intel's P-core Core 9 273PQE 'Bartlett Lake' CPU beats 14900K by up to 9% in gaming tests — embedded-only chip is unofficially Intel's fastest gaming CPU (at 720p)

A YouTuber has tested Intel's 12 P-core Core 9 273PQE and discovered the chip outperforms the Core i9-14900K by up to 9% in games potentially making the 273PQE Intel's fastest gaming CPU.

Tom’s Hardware

New server-focused SPEC CPU 2026 benchmarking suite has results for a Raspberry Pi 5 — updated tools feature more tests and can run a wide range of systems

The SPEC CPU 2026 features more tests and an emphasis on portability, running on everything from fleets of servers down to a Raspberry Pi.

Barchart

Cathie Wood Is Shrugging Off CapEx Fears and Buying the Dip in Meta Platforms Stock

Cathie Wood's move signals that the market may be treating the spending surge as a temporary overhang on an otherwise intact long-term growth thesis.

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