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Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads
247Wallst· 2026-03-30 17:39
Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads - 24/7 Wall St. S&P 5006,370.30 +0.12% Dow Jones45,375.20 +0.59% Nasdaq 10023,058.60 -0.20% Russell 20002,419.00 -1.00% FTSE 10010,103.00 +1.91% Nikkei 22551,179.80 -0.64% Stock Market Live March 30, 2026: S&P 500 (SPY) Up on President Trump Optimism Investing Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads By David MoadelPublished Mar 30, 1:39PM EDT Quick Read Intel (INTC) shares slid 5% Monday as inves ...
AMD stock is down 2%, but analysts sees over 60% upside ahead
Invezz· 2026-03-30 17:05
AMD stock is down 2%, but analysts sees over 60% upside ahead AMD stock is down 2%, but analysts sees over 60% upside ahead Artificial intelligence AI Sentiment: 72/100 Bullish This score is generated through AI-driven analysis of the article's content. The yield on the 10-year Treasury fell following those remarks, last down 11 basis points at 4.33%. Nvidia stock also volatile Nvidia shares were also volatile. The stock was down 0.5% to $166.09 in early trading and is lower by about 10% for the year. Autho ...
AMD Secured A Solid Backing For A Long-Term Growth Potential (NASDAQ:AMD)
Seeking Alpha· 2026-03-30 15:59
Advanced Micro Devices, Inc. ( AMD ) continues to enjoy the accelerating demand for its server CPU and Instinct portfolio offerings, delivering strong double-digit financial growth. But the company’s stock price is down almost by 5% since myAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving comp ...
计算机行业动态研究:超节点OEM:被低估的中国AI核心资产
Guohai Securities· 2026-03-30 14:35
2026 年 03 月 30 日 行业研究 评级:推荐(维持) 研究所: 证券分析师: 刘熹 S0350523040001 liux10@ghzq.com.cn 联系人 : 谢婧茹 S0350125070015 xiejr01@ghzq.com.cn 最近一年走势 | 行业相对表现 | | | 2026/03/30 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 计算机 | -13.7% | -5.5% | 2.7% | | 沪深 300 | -4.6% | -3.4% | 14.7% | 相关报告 《计算机事件点评:英伟达 GTC 前瞻:或将推出 LPU 核心 AI 推理系统(推荐)*计算机*刘熹》— —2026-03-08 《计算机事件点评:AI 驱动"云、边、端"算力通 胀时代(推荐)*计算机*刘熹》——2026-01-29 《计算机行业专题研究:千问 APP 正式接入阿里 生态,流量/模型/AI 应用产业格局有望重构(推荐) *计算机*刘熹》——2026-01-25 ——计算机行业动态研究 事件: 2026 年 3 月 26 日,中科曙光发布超 ...
Volvo Cars to sell Lynk & Co electric cars in Europe as Geely seeks synergies
Reuters· 2026-03-30 13:43
Volvo Cars to import Lynk & Co cars to Europe | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv STOCKHOLM, March 30 (Reuters) - Sweden-based Volvo Cars (VOLCARb.ST), opens new tabsaid on Monday it will become importer of Lynk & Co cars in Europe, according to a signed memorandum of understanding with Geely Auto. Sign up here. Reporting by Anna Ringstrom, editing by Essi Lehto Our Standards: The Thomson Reuters Trust Principles., opens new tab Purchase ...
NVDA, INTC and AMD Forecasts – Microchips Rallying Early on Monday
FX Empire· 2026-03-30 13:43
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...
AMD vs Intel: Which Stock Will Lead in 2026?
247Wallst· 2026-03-30 13:40
AMD vs Intel: Which Stock Will Lead in 2026? - 24/7 Wall St. S&P 5006,402.70 +0.63% Dow Jones45,499.60 +0.87% Nasdaq 10023,229.00 +0.54% Russell 20002,450.01 +0.27% FTSE 10010,094.40 +1.83% Nikkei 22551,614.80 +0.21% AMD's hyperscale data center partnerships, including a 6 gigawatt OpenAI deployment commitment and 50,000 MI450 GPUs for Oracle by Q3 2026, contrast sharply with Intel's foundry losses and reliance on its unproven Intel 18A process node to attract external customers in 2026. Are you ahead, o ...
电子行业跟踪报告:AI算力需求驱动下,英特尔和AMD或上调CPU价格
Wanlian Securities· 2026-03-30 12:46
证券研究报告|电子 [Table_Title] AI 算力需求驱动下,英特尔和 AMD 或上调 CPU 价格 [Table_ReportType] ——电子行业跟踪报告[Table_ReportDate] 强于大市(维持) 2026 年 03 月 30 日 [Table_Chart] 行业相对沪深 300 指数表现 [Table_ReportList] 相关研究 [行业核心观点: Table_Summary] 上周申万电子指数下跌 2.09%,在 31 个申万一级行业中排第 26,沪深 300 指数下跌 1.41%,创业板指数下跌 1.68%,申万电子跑输沪深 300 指数和创业板指数。上周,根据 DIGITIMES Asia 援引日经亚洲的报道, 英特尔和 AMD 均已通知客户,计划在 2026 年 3 月和 4 月对 CPU 进行提 价。GPU 服务器需求的激增导致相应的 CPU 供应紧张,充分表明 AI 算 力产业链仍有较高景气度。我们认为 AI 算力建设方兴未艾,算力产业 链中高景气细分赛道如 PCB、存储等需求旺盛,同时 PCB 及存储均处于 景气扩张周期,有望拉动上游设备及材料需求,建议关注 PC ...
AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals - Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2026-03-30 12:27
Advanced Micro Devices Inc. (NASDAQ:AMD) is showing significant relative strength, jumping into the top tier of Benzinga Edge’s momentum score, rising from 89.98 to 91.48 week-on-week.What Does Momentum Ranking Entail?This technical momentum—which measures the stock’s relative strength based on price movement patterns and volatility over multiple timeframes—aligns with a highly bullish outlook from UBS.The firm maintained a $310 price target on the stock, representing an approximate 54% upside from Friday’s ...
AMD Stock Gains Momentum As UBS Eyes 54% Upside On AI Megadeals
Benzinga· 2026-03-30 12:27
Advanced Micro Devices Inc. (NASDAQ:AMD) is showing significant relative strength, jumping into the top tier of Benzinga Edge’s momentum score, rising from 89.98 to 91.48 week-on-week.What Does Momentum Ranking Entail?This technical momentum—which measures the stock’s relative strength based on price movement patterns and volatility over multiple timeframes—aligns with a highly bullish outlook from UBS.The firm maintained a $310 price target on the stock, representing an approximate 54% upside from Friday’s ...