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2024-12-19T10:04:43+0000
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2024-12-19T10:04:43+0000
Unlike the buzzy stocks of the late 1990s dot-com era, today's AI investments prioritize real-world applications and profitability, with a focus on long-term infrastructure like advanced data centres.
2024-10-10T09:44:04+0100
While Microsoft saw its shares fall following its earnings, AMD’s shares rebounded, as investors responded enthusiastically to the latter’s bullish outlook.
2024-07-31T15:31:48+0100
Demand for chips remains solid, as Nvidia’s recent earnings showed. Is it time to look at AMD as another potential beneficiary?
2024-05-28T13:12:25+0100
Nvidia is set to release its Q1 FY25 financial results on May 22, 2024, amid expectations of record revenue and margins. Discover the anticipated impacts on Nvidia's stock price, data centre growth, and the challenges ahead.
2024-05-20T05:06:16+0100
AMD’s stock fell briefly yesterday on news that the US government will not allow the company to sell certain chips without an export license.
2024-03-06T11:43:33+0000
When shares trade at a record highs stocks are priced for perfection and when perfection doesn’t come it is an opportunity to sell.
2024-01-31T08:57:23+0000
Rates are in focus as investors digest weekly jobless claims, ahead of Friday’s jobs report. AMD launches a new AI chip, competing with NVIDIA. Google-parent Alphabet releases its most advanced artificial intelligence model.
2023-12-07T14:40:53+0000
AMD, all-sessions, jumps after launching a new generation MI300 series AI chip. IGTV financial analyst Angeline Ong looks at why this is bad news for NVIDIA. This all comes as the EU edges closer to a landmark AI Act.
2023-12-07T14:06:12+0000