The S&P 500 (^GSPC +0.54%) rose 0.54% to 6,591.90, the tech-heavy  Nasdaq Composite (^IXIC +0.77%) added 0.77% to 21,929.83 in another headline-driven day of trading.  and the Dow Jones Industrial Average (^DJI +0.66%) climbed 0.66% to 46,429.49.Market moversAdvanced Micro Devices (AMD +7.24%) and Intel (INTC +7.06%) both gained over 7% on reports of plans to increase CPU prices. Arm Holdings (ARM +16.36%) soared 16% after launching its own line of chips. Dell Technologies (DELL +4.13%) closed up more than ...

GAMR Rebalance Highlights Gaming Stock Rotation | ETF Trends The Amplify Video Game Leaders ETF (GAMR)hit the reset button this March. With 22 constituent adjustments, the rebalance goes beyond just routine maintenance. It's a tactical recalibration designed to capture a shifting global landscape and lean back into core gaming fundamentals. A Shift to Local Listings One of the most notable moves in the rebalance is the swapping out the U.S.-listed shares of NetEase, Inc. (NTES)in favor of the Hong Kong-list ...

-- AMD and Intel Are Leading a Chip Stock Rally Today. Here's Why. Wednesday Markets: Stocks Rise, Oil Slides Why Investors Say Now Is 'Not the Time to React' The Scrutiny of Prediction Markets Has Stepped Up Can Flying in the U.S. Get Any Worse? Top Stories The latest move to hike prices comes after Intel and AMD already lifted prices multiple times earlier this year. Anadolu, CFOTO / Getty Images Close Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Intel an ...

Saab presses on with Peru fighter campaign despite political headwinds | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv The first Gripen fighter jet assembled in Brazil, christened by Brazilian President Luiz Inacio Lula da Silva during Embraer and Swedish defence company Saab's presentation, at the Gaviao... Purchase Licensing Rights, opens new tabRead more GAVIAO PEIXOTO, Brazil, March 25 (Reuters) - Swedish defense firm Saab (SA ...

Shares of Arm Holdings (NASDAQ: ARM) surged after the semiconductor company launched its own data central processing units (CPUs) and forecast it would hit $25 billion in total revenue in 2031, with $15 billion of that coming from its new CPUs. This is a shift in Arm's business model, as it has historically licensed or sold access to its intellectual property (IP) through subscriptions to other chip designers. For example, its IP was used in Nvidia's Grace CPUs. However, the company is jumping into direct ...

Shares of the semiconductor company Advanced Micro Devices (NASDAQ: AMD) climbed this morning as tech investors grew more optimistic that a potential ceasefire or slowdown in the war in Iran was around the corner. AMD's stock could also be responding to some recent news from Arm Holdings' that its AI chip could generate significant sales over the next few years. The sentiment that rising tides lift all boats may be playing out here as investors take any sign of one semiconductor company doing well and apply ...

With the war with Iran and the persistent whisper of an artificial intelligence (AI) bubble, the market has been volatile. However, one stock I've bought while some investors have panicked has been Advanced Micro Devices (NASDAQ: AMD), because the company has an underrated opportunity from agentic AI. A big agentic AI opportunity While Advanced Micro Devices (AMD for short) plays second fiddle to Nvidia in the graphics processing unit (GPU) market, it is the market-share leader in central processing uni ...

Most advanced silicon is still produced by a tiny handful of fabs, led by Taiwan Semiconductor Manufacturing ( NYSE:TSM ). These plants are already running at full throttle. Expanding capacity is not a matter of flipping a switch; it takes years and billions of dollars. Chipmakers have responded rationally: AI chips deliver dramatically higher margins than legacy PC parts. Why ship a consumer GPU for around $500 when you can sell a $30,000+ AI accelerator to a cloud services provider? Production lines are t ...

Most artificial intelligence (AI) development happens inside large data centers, where vast numbers of advanced chips and networking components process mountains of information at a lightning-fast pace to train models. Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), and Micron Technology (NASDAQ: MU) are three of the most important suppliers of AI data center hardware. There's more demand for their wares than they can supply now, a condition that has been driving their revenues and their stock ...

多位业内高管和经理表示，供应短缺已经导致服务器和PC用CPU的等待时间延长，价格上涨，一 些人预测未来几个月情况会进一步恶化。据多位知情人士透露，今年CPU报价已经多次上涨，平 均涨幅在10%到15%之间，部分产品的涨幅甚至更高。 如果您希望可以时常见面，欢迎标星收藏哦~ 据《日经亚洲》报道，英特尔和AMD生产的中央处理器供应紧张状况日益恶化，给已经遭受前所 未有的内存芯片短缺重创的个人电脑和服务器制造商带来了新的痛苦。 据直接了解此事的管理人员向《日经亚洲》透露，惠普和戴尔等顶级PC制造商发现，从2月底开 始，他们需要的CPU数量和他们能够获得的数量之间开始出现明显的"差距"，并补充说，现在的情 况比几个月前要糟糕得多。 他们表示，英特尔和AMD最近已告知客户，他们将分别从3月和4月起提高所有系列CPU的价格。 一位销售英伟达、AMD 和英特尔解决方案的服务器制造商的高管告诉《日经亚洲》："以前， CPU 的平均交货周期约为一到两周，但现在等待时间已延长至平均八到十二周。" 一家服务器和PC分销商的高管表示，在某些情况下，CPU的等待时间现在长达六个月。 一家游戏电脑公司的高管表示，CPU短缺的情况预计在4 ...