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The Latest Breaking News from AMD

Arm joins Nvidia's NVLink Fusion ecosystem — Arm's Neoverse CPUs to get access to Nvidia GPUs

Arm enters into Nvidia's NVLink Fusion ecosystem, lets Arm licensees build CPUs that natively connect to Nvidia GPUs: They can now use custom CPUs and Nvidia AI accelerators.

Tom’s Hardware

AMD Is Powering the New Steam Machine. Will It Move the Needle for AMD Stock?

Valve and AMD have partnered on a custom solution to power the Steam Machine, new hardware for gamers announced on Nov. 12. Is this likely to move the needle for AMD?

Barchart

Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close.

Benzinga

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Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again

If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet — and it's basically a semiconductor roll call.

Benzinga

Intel cancels part of its next-gen Diamond Rapids Xeon lineup, report claims — Xeon 7 will drop models with 8 memory DIMMs to focus only on 16-channel CPUs for extra memory throughput

The upcoming, next-gen Diamond Rapids server CPUs from Intel have received a big shakeup. Previously, both 8-channel and 16-channel SKUs were planned for Xeon 7, expected to succeed existing Xeon 6 models, respectively. Now, Intel has confirmed that 8CH Diamond Rapids has been officially cancelled; Xeon 7 will be only…

Tom’s Hardware

Should You Buy Nvidia Stock Before November 19 or Wait for a Post-Earnings Dip?

Nvidia is set to release its Q3 earnings this week. NVDA stock could be in a post-earnings pop given the reasonable valuations and expectations of upbeat commentary from the management.

Barchart

Nvidia Vs. AMD: The Gap Isn't Closing — It's Getting Wider

Wall Street has spent weeks obsessing over AI costs, chip bottlenecks and whether challengers like Advanced Micro Devices Inc (NASDAQ:AMD) and Broadcom Inc (NASDAQ:AVGO)are finally catching up. But as Nvidia Corp (NASDAQ:NVDA) heads into earnings on Wednesday, Jensen Huang gets a fresh chance to remind investors of one inconvenient truth:…

Benzinga

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A $1 TRILLION Reason to Buy AMD Stock Here

AMD’s bold $1 trillion AI and data center vision signals a solid opportunity for investors ready to ride the next wave of semiconductor growth.

Barchart

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

U.S. stocks settled mostly lower on Friday, with the Dow Jones index dipping more than 300 points during the session.

Benzinga

Clients Trust AI With Pocket Change — Not Their Retirement Savings

Artificial intelligence has dominated the news cycle with OpenAI securing non-stop partnerships between some of the biggest companies in the world with Amazon, Nvidia, Microsoft, Broadcom, Oracle, and AMD all recently teaming up.

Benzinga

MSI's Raider A18 HX has the most powerful gaming hardware possible — does that outweigh the poor battery life and loud fans?

I got my hands on MSI's Raider A18 HX gaming laptop featuring the most powerful CPU and GPU combo on the market today. Does the raw power sell the device alone, or could MSI have done more elsewhere?

Windows Central

Intel's next-gen Granite Rapids-WS server CPU lineup leaked — Xeon 654 18-core chip posts solid numbers in early Geekbench listing

Heating up the HEDT/wokstation market, SKUs from Intel's Granite Rapids-WS lineup have reportedly leaked, with the top-end Xeon 698X model likely to feature 128 cores, beating AMD's 96-core flagship Threadripper 9995WX. Intel's "extreme" tier Xeon CPUs are gunning for the top spot after years of stagnation.

Tom’s Hardware

If You Wait for the Dip, Micron Technology Could Leave You Behind

Micron Technology is in the early stages of a significant demand boom and DRAM supercycle driven by AI and a shortage of capable memory.

MarketBeat

Despite Intel dropping the desktop CPU ball this year, its share of the market fell by just 4.9%—while AMD still lags significantly behind on mobile

Existing OEM agreements to the rescue, it seems.

PC Gamer

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Tom’s Hardware

AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems

AMD continued to its CPU market share gains Q3 2025, surpassing one-quarter of all x86 CPU shipments and one-third of desktop shipments as Intel declined in desktops, laptops, and servers.

PC Gamer

Going ham with RAM: Adata and MSI max out DIMM capacities thanks to clock drivers and SK Hynix stacks flash with DRAM for the ultimate memory chips

Like we'll be able to afford any of it, the way things are going right now.

International Business Times UK

David Tepper, Who Netted $7B in the '08 Crisis, Trims Mag 7 Holdings in Q3 for AMD, Qualcomm

Appaloosa Management's David Tepper sold most of his Magnificent 7 stock holdings, except Nvidia, and added AMD to the portfolio in Q3.

PC Gamer

How much is that Steam Machine in the window? Let's talk potential pricing for Valve's new living room gaming box

We don't know the price of the Steam Machine—but we can take a pretty good guess.

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PC Gamer

A Wall Street Journal investigation claims to have tracked how 2,300 Nvidia Blackwell AI chips made their way to China via an Indonesian telecoms provider

A hop, a skip, and a jump across the ocean.

Tom’s Hardware

AMD's FSR Redstone officially debuts in Call of Duty: Black Ops 7 — AMD's answer to Nvidia's Ray Reconstruction

FSR Redstone is here and Call of Duty's getting it first. In Black Ops 7, there's a "Ray Regeneration" option that allows users to clean up ray tracing data before it's fed into the upscaler, resulting in higher-quality ray-traced lighting, shadows and reflections. It only works with RX 9000 series…

Tom’s Hardware

Valve is waiting to create the Steam Deck 2 until major silicon and architectural improvements emerge — drastically better performance with the same battery life is not enough

The Steam Deck 2 is not happening anytime soon, a notion that has just been reinforced by software engineer Pierre-Loup Griffais, who says that Valve is waiting for true next-gen silicon with architectural improvements that will allow the Steam Deck successor to offer both significantly better performance and battery life,…

Benzinga

Cathie Dumps AMD And Reddit Shares Amid Tech Bloodbath, Ark Doubles Down On Tom Lee And Peter Thiel Crypto Plays

On Thursday, Cathie Wood-led Ark Invest executed significant trades, notably involving Circle Internet Group Inc (NYSE:CRCL), Bitmine Immersion Technologies Inc (NYSE:BMNR), Bullish (NYSE:BLSH), Advanced Micro Devices Inc (NASDAQ:AMD), and Reddit Inc (NYSE:RDDT). These trades reflect Ark’s strategic positioning in the market, with particular focus on the tech and crypto sectors.

Benzinga

David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel

The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor sector.

Windows Central

Can Valve's new Steam Machine with 8GB of VRAM actually keep up with the graphics capabilities of the Xbox Series X and PS5?

The Steam Machine's specs aren't exactly jaw-dropping, but Valve says it can hit 4K at 60Hz. Let's explore exactly what that means and how it compares to current consoles.

Barchart

CEO Lisa Su Says that ‘Insatiable’ Demand Is Powering AMD. Should You Buy Its Stock Here?

AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.

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