#AMD

GEPA squeezes 7x gains from three examples

Lakshya Agrawal showed GEPA beating GRPO with 3 examples by reflecting on traces, then generalizing to Optimize Anything.

OpenAI Jalapeño inference chip lands soon

OpenAI's Jalapeño inference chip promises 1.5-1.9x throughput per watt with deployment by year-end, but no prediction market yet prices the rollout.

Jensen Huang Nvidia Strategy Bets on Neoclouds

Nvidia will not compete with customers and is resetting gross margins to 72-73% while building Neocloud competition to protect demand.

ARM and Chip Stocks Pull Back on Tariff Fears as ServiceNow, Amazon Lead AI Software Surge

ServiceNow crossed $1 billion in AI annual contract value as enterprise software names surged Friday, while the SOXX index dropped 3.2% on semiconductor tariff expansion fears. ARM fell 6.3%, ACMR plunged 7.5%, and NVDA slid 4.6% as the chip complex bore the brunt of the sell-off.

Nvidia's 70% Growth Outlook Driven by AI Demand

Angelo Zino of CFRA Research discusses Nvidia's strong AI-driven growth, projecting 70% revenue expansion. He covers hyperscaler demand, customer diversification, and competitive threats.

AI Stock Picks Today: AMD, NVDA, MU Trade Ideas for August 26

8 short-term AI stock trade ideas for August 26, 2026: AMD long on a Strong Buy upgrade to $641, NVDA weekly $220 calls into tonight's earnings, MU as the HBM read-through, and SMCI after the Cisco partnership announcement. Full scoreboard with conviction, risk, and probability scores.

Super Micro and AMD Power AI Chip Rally Ahead of Nvidia Earnings, SOXX +1.56%

Super Micro Computer surged 9.35% and AMD gained 4.91% after a Raymond James Strong Buy upgrade, leading AI chip stocks higher as markets positioned ahead of NVIDIA's quarterly earnings due Wednesday. The SOXX semiconductor ETF advanced 1.56% while Palo Alto Networks and CrowdStrike pulled back 3.1% and 2.8% respectively on cybersecurity sector rotation.

OpenAI Unveils Jalapeño Chip

OpenAI reveals Jalapeño, its custom AI inference chip, demonstrating industry-leading performance and signaling a move towards greater infrastructure control.

AI Stock Picks Today: MSFT, NVDA, INTC Trade Ideas - August 25, 2026

8 short-term AI stock trade ideas for August 25 2026, with MSFT long (conviction 8/10), INTC short on dilution overhang, NVDA pre-earnings calls, AMD short on Jefferies downgrade, and AMZN, CRM, PLTR, GOOGL setups. Entry zones, stops, targets, and risk scores for each.

ServiceNow and Salesforce power AI software stocks higher as chip names retreat, SOXX -2.2%

ServiceNow surged 6.5% after its AI agent products crossed $1 billion in annualized contract value, lifting Salesforce and other enterprise-software names. The chip-equipment cohort fell sharply, with ACM Research and Dell among the biggest losers as institutional traders trimmed ahead of Nvidia's August 26 earnings.

Baidu and CoreWeave Lead AI Selloff as 30-Year Treasury Yields Hit Multi-Year Highs

AI chip stocks fell sharply Tuesday as the 30-year Treasury yield climbed to 5.32 pct, sending SOXX down 4.96 pct and pushing Baidu and CoreWeave to double-digit losses. monday.com surged 5.65 pct on an earnings beat, leading a narrow countertrend rally in enterprise AI software.

AI Stock Picks Today: NVDA Pre-Earnings Long, AMD Breakout, MU and Short Ideas - August 18, 2026

Applied Materials and ACM Research lead chip equipment rally on AI demand, SOXX +1.6pct

Chip equipment names dominated Monday as Applied Materials posted record Q3 revenue of $9.12 billion, ACMR surged 6.49pct and Teradyne rose 5.81pct. SOXX climbed 1.58pct while the S&P 500 slipped 0.52pct in a decisive rotation from AI software into AI hardware.

AI Stock Picks Today: MU, AMD, CRWV Trade Ideas for August 17, 2026

Eight short-term AI stock trade ideas for August 17, 2026: MU LONG on a New Street $1,250 analyst upgrade, AMD breakout on MI450 catalyst, CRWV AI cloud bull post-earnings, plus options plays and two shorts. Each idea includes entry, stop, target, conviction and risk scores.

AMD and Ouster lead AI stock gains as Broadcom and monday.com retreat

Advanced Micro Devices surged 6.5% and Ouster climbed 7.9% on Friday as AI chip demand and a Utah traffic-AI contract win drove gains. monday.com fell 7.2% on a workforce cut and weak Q3 guide; Broadcom shed 5.9% in profit-taking.

AI Stock Picks Today: NVDA, NET Trade Ideas - August 14, 2026

NVDA leads with 8/10 conviction and Aug 26 earnings. NET surges post Q2 beat (+36% revenue). 8 short-term AI stock trade ideas with conviction scores, stops, and options play.

monday.com and MongoDB power enterprise AI software surge as inflation cools

Enterprise AI software stocks surged on August 13, 2026, as monday.com gained 9.7%, MongoDB climbed 7.9%, and Cloudflare added 6.2% on a wave of earnings beats and soft producer-price data that pushed the S&P 500 to a record close of 7,798.99. Agentic AI adoption is reshuffling sector leadership, with enterprise SaaS names outpacing semiconductor hardware in the short run.

CoreWeave and Super Micro surge on AI infrastructure earnings, SOXX +2.3%

CoreWeave and Super Micro each surged roughly 19% Wednesday after blowout earnings validated surging AI infrastructure demand. Dell climbed 10% on positive read-through, while the SOXX semiconductor ETF gained 2.3% and the S&P 500 added 0.3% on cooler July CPI data.

Agentic AI Shifts CPU-GPU Ratios, AMD Says

AMD, Arm, and Microsoft have indicated that the rise of agentic AI is poised to significantly shift the traditional CPU-to-GPU ratios in data centers, potentially moving from a 1:4 ratio towards 1:1. This change is attributed to the increased CPU demand for orchestration, tool calls, and memory management inherent in agentic AI workloads.

AMD Data Center Revenue Doubles: Lisa Su's Four-Layer AI Portfolio

AMD's data center segment hit $6.7 billion in Q2 2026, up 107% year-over-year, driven by Instinct MI350 GPUs and EPYC Venice CPUs. Here is a breakdown of the four AI product layers Lisa Su has assembled at AMD, from accelerators to the new Helios rack-scale system.

Ouster surges 7% on traffic-tech contract win as Datadog slides on profit-taking, SOXX +0.9%

Ouster jumped 7% after Econolite won a major Utah DOT contract deploying BlueCity traffic-sensing technology across 160 new intersections. Semiconductor equipment diverged from a soft broader market, with ASML and Teradyne both adding nearly 4%, while Datadog slid on profit-taking despite a strong Q2 beat.

Today's AI stock trade ideas: August 11, 2026

Eight short-term AI stock trade ideas for August 11, 2026. Top pick: Palo Alto Networks (PANW) long with conviction 8/10, driven by AI agent hacking fears and Deutsche Bank analyst upgrade. Plus PLTR, CRWD, NVDA options, AMD short, and more, all with entry, stop, target, and risk scores.

Palo Alto and CrowdStrike hit records as AI agent hacks fuel cybersecurity rally, SOXX -2.55%

Cybersecurity stocks swept to all-time highs Monday as Black Hat 2026 revealed autonomous AI agents actively hacking enterprise systems. Datadog jumped 11.48% in a post-earnings recovery, Palo Alto Networks and CrowdStrike hit records, while chip stocks broadly sold off with SOXX down 2.55%.

Crusoe Embraces Texas Data Center Transparency

Crusoe Cloud backs Texas's new data center transparency rules, emphasizing its commitment to responsible growth, local jobs, and energy independence.

Palantir and SoundHound power enterprise AI rally on earnings beats, SOXX +2.0%

Palantir Technologies and SoundHound AI led the AI stocks universe on August 7, 2026, rising 10.3% and 13.3% respectively on earnings beats. The SOXX semiconductor ETF gained 2.0% as a weaker July jobs report eased rate concerns and lifted the Nasdaq 1.3%.

Datadog Plunges 19% on Earnings as SoundHound Surges on Record Q2

Datadog fell 19% on August 6 after free cash flow margins contracted to 25% despite a record Q2 revenue beat, a textbook sell-the-news reaction on earnings day. SoundHound AI surged 10% on record quarterly revenue and raised full-year guidance, while ARM Holdings extended its post-earnings climb to $286.

AMD Buys Taalas for AI Inference

AMD acquires AI inference silicon startup Taalas to boost performance and efficiency in its AI hardware roadmap.

AMD drops 7% on Q2 sell-the-news reaction, NVIDIA gains 3.4% for its fourth straight session

Advanced Micro Devices fell 7% on Wednesday despite beating second-quarter estimates, while NVIDIA Corp. surged 3.4% for its fourth consecutive session, splitting the AI chip sector. SOXX slid 2.1%, the Nasdaq fell 0.8%, and the S&P 500 dipped 0.2%.

Dan Ives: AI's 'Monumental Turning Point' is Here

Tech analyst Dan Ives discusses Microsoft's AI inflection point and the broader market's view on AI monetization, highlighting the growth potential across the tech ecosystem.

AI Stock Picks Today: PLTR, AMD, AVGO Trade Ideas for August 5, 2026

Palantir Technologies jumped 29 pct after reporting 93 pct revenue growth and raising its full-year outlook. AMD rose 7 pct on a strong beat and the Helios AI rack launch. The SOXX semiconductor ETF surged 6.8 pct. We score 8 short-term trade ideas with entry, stop, target, conviction, and risk ratings.

SpaceX Earnings: AI Splurge Dampens Debut

SpaceX reported strong revenue in its debut public earnings but an AI operating loss. Analysts discuss AI growth, key deals, and valuation.

SpaceX's IPO Debut: AI Costs Dampen Debut Earnings

SpaceX's IPO debut earnings reveal strong revenue but significant AI costs. Analysts discuss the company's growth strategy and competitive positioning.

Palantir soars 29%, ARM jumps 17% on earnings beats as AI stocks sweep to record highs

Palantir Technologies surged 29.45% on a blowout Q2 earnings beat and Arm Holdings jumped 17.36% on guidance upgrades, lifting SOXX 6.8% and pushing the S&P 500 to a record close. AI chip stocks had their broadest rally session of 2026.

AI Spending Justified, Hyperscalers Drive Demand

Celine Woo of Lazard Asset Management discusses justified AI spending, hyperscaler growth, and the demand-supply gap in AI hardware.

CoreWeave and Oracle power AI infrastructure surge as hyperscalers sweep Monday rally

CoreWeave surged 19.5% on Monday as lenders restructured its $8.5 billion debt facility and Truist upgraded the AI cloud provider to Buy. Oracle jumped 9.2% on full-year cloud momentum while the Nasdaq gained 2.1% to 25,913 as easing geopolitical tensions drove one of the strongest sessions in weeks for AI stocks.

Crusoe Automates GPU Server Prep

Crusoe Cloud automates the critical pre-provisioning steps for GPU servers, accelerating deployment and reducing errors.

Crusoe Cloud Offers Serverless Fine-Tuning

Crusoe Cloud launches Serverless Fine-Tuning, offering an OpenAI-compatible API to simplify custom AI model development from dataset to deployment.

Crusoe Named Gartner Cloud AI Visionary

Crusoe named a Visionary in the 2026 Gartner Magic Quadrant for Cloud AI Infrastructure, highlighting its energy-first approach and specialized AI platform.

Jensen Huang vs Lisa Su: Inside the AI Chip Gap Defining 2026

Nvidia's data center segment generated $75.2 billion in Q1 2026, while AMD posted $5.8 billion from the same category. The gap tells the story of AI infrastructure in 2026.

Amazon and Alphabet power AI cloud rally as AWS Q2 crushes estimates, Nasdaq up 1%

Amazon.com's Q2 AWS revenue beat (+37% YoY, $42.2B) triggered the biggest hyperscaler rally of 2026, sending AMZN up 15.3% and lifting Alphabet, Microsoft, and Meta. SOXX closed flat as memory chips lagged the broader AI cloud surge.

AI Stock Picks Today: MSFT, CRWV, MU and More Trade Ideas (July 31, 2026)

Microsoft's blowout Azure quarter lifted semiconductors and AI cloud stocks broadly. Today's best AI stock trade ideas: MSFT long, CRWV recovery, MU momentum, AMD pre-earnings calls, META short, SNOW and NET breakouts. Scores and stops included.

Microsoft Azure crosses $100 billion and Lam Research earnings power AI chip surge, SOXX +8.5%

Microsoft's fiscal Q4 blowout showed Azure growing 43% to cross $100 billion, triggering SOXX's best session in over a year at +8.5%. CoreWeave surged 21.5% on the AI-cloud read-through while Meta Platforms sank 7.9% on a Q2 earnings miss driven by legal charges and AI cost overruns.

Micron and Applied Materials lead AI chip rout on Fed rate hold, SOXX -5.4%

AI chip stocks cratered Wednesday as the Federal Reserve held rates but signaled rising inflation risk, sending SOXX down 5.4% and the Nasdaq into correction territory. Enterprise SaaS names including Datadog (+5.3%) and ServiceNow (+4.7%) diverged sharply to the upside.

AI Stock Picks Today: PLTR, NOW, CRM Trade Ideas for July 29, 2026

Eight short-term AI stock trade ideas for July 29, 2026: Palantir long pre-earnings (conviction 8/10, target $155), ServiceNow and Salesforce enterprise AI momentum, AMD short on guidance miss, plus PLTR calls and SOXX puts. Entry, stop, and target levels for all ideas.

ServiceNow and monday.com power enterprise AI rally while chip stocks crater, SOXX -4.8%

Enterprise AI software surged Tuesday as ServiceNow and monday.com led a sharp rotation out of chip stocks, with SOXX plunging 4.80%. AMD fell 8.15% ahead of August 4 earnings, Micron shed 8.85%, while NOW +4.79% and MNDY +6.08% anchored the enterprise AI trade.

ServiceNow and monday.com lead enterprise AI surge as chip stocks crater, SOXX -6.4%

ServiceNow surged 14.8% and monday.com jumped 14.4% on Monday, leading enterprise AI software sharply higher after a Q2 earnings beat and AI-focused restructuring. AI chip stocks cratered, with SOXX falling 6.35% as Teradyne, Micron, and ASML led the semiconductor rout.

ServiceNow jumps 7% on Q2 beat as ARM and Intel tumble; chip equipment selloff sends SOXX down 4.4%

ServiceNow surged 7.4% on a strong Q2 earnings beat while Intel fell 8% despite record revenue, as capex expansion plans rattled investors. ARM slid 8% ahead of its July 29 report and chip equipment stocks extended a month-long rout, sending SOXX down 4.4%.

Tesla and Alphabet drag mega-cap AI lower on earnings; profit miss meets capex shock, Nasdaq -2.2 pct

Tesla plunged 14.5 pct and Alphabet fell 7.1 pct after their Q2 earnings reports revealed deepening margin pressure from AI infrastructure spending. Super Micro extended its record-orders rally, Intel delivered a blowout beat after the close, and Oracle touched a 52-week low as free cash flow concerns spread across the hyperscaler group.

AMD, Cerebras Target Low-Latency AI

AMD and Cerebras announce a new partnership to deliver ultra-low latency AI inference solutions by combining AMD Helios and Cerebras Wafer-Scale Engine.

AMD and Cerebras Team on AI Inference

AMD and Cerebras unveil a new AI inference solution combining AMD Helios GPUs with Cerebras' Wafer-Scale Engine for ultra-low latency and high throughput.