Analyst'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 compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. We used to hear a prophecy that Advanced Micro Devices (NASDAQ: AMD ) will challenge the market leader ...

When I think about investing in AI, I divide it into two groups: facilitators and deployers. Facilitators make the base products that allow the deployers to train and run AI models, while the deployers bring the AI products to clients. I have five facilitators and five deployers here that look like excellent buys right now, and investors should consider adding these to their portfolio, if they haven't already. The facilitators Investing in artificial intelligence (AI) is still a top theme in the market, and ...

Core Viewpoint - CFRA upgraded AMD's stock rating from "Buy" to "Strong Buy" and raised the target price from $125 to $165, leading to a nearly 6% increase in AMD's stock price on the announcement day [1]. Group 1: Competitive Landscape - AMD is expected to significantly change its competitive position against industry leader NVIDIA by 2026, with plans to launch the new AI accelerator MI400x and develop cabinet-level solutions [1]. - The acquisition of ZT Systems is anticipated to open new growth channels for AMD, directly boosting GPU product sales [1]. Group 2: Customer Ecosystem Development - AMD is accelerating its expansion into the core customer base within the AI sector, collaborating with major tech companies like Oracle and OpenAI [1]. - The continuous iteration of AMD's open-source AI software framework, ROCm, is building a more competitive technological ecosystem, enhancing its market position in AI accelerators [1]. Group 3: Market Trends - The GPU server market is predicted to enter a strong recovery phase starting in Q4 of this year, with AMD positioned to benefit from this industry upturn [2]. - The explosive growth in demand for AI computing power and potential business recovery opportunities in the Chinese market are expected to add long-term growth prospects for AMD [2].

Group 1: Stock Market Movements - HSBC Holdings (00005) rose nearly 3% after the English and Welsh High Court confirmed the cancellation of the company's share premium account of $14.8 billion and capital redemption reserve of $1.755 billion [1] - Hong Kong property stocks saw gains, with New World Development (00017) up 7.74%, Hang Lung Properties (00101) up 5.04%, Hysan Development (00012) up 4.18%, and Cheung Kong Property (01113) up 2.16% [1] - Education stocks continued their strong performance, with New Oriental - S (09901) up 7.25%, Excellence Education Group (03978) up 5.37%, Tianli International Holdings (01773) up 2.93%, and Xijiao International Holdings (01765) up 1.65% [2] - Gaming stocks maintained their upward trend, with Melco International Development (00200) up 4.75%, Sands China (01928) up 3.69%, Wynn Macau (01128) up 2.12%, and SJM Holdings (00880) up 1.68% [3] - Semiconductor stocks continued to rise, with Hua Hong Semiconductor (01347) up 4.85%, SMIC (00981) up 2.52%, and Jingmen Semiconductor (02878) up 2.25% [3] Group 2: Company Announcements and Developments - Giant Bio (02367) fell over 5% after acknowledging limitations in its existing quality standards and testing methods [1] - China Electric Power Technology (00085) dropped nearly 13% due to a decline in profit expectations attributed to weak demand in the smart card market [1] - CATL (03750) rose over 3% following the establishment of "Shanghai Zhaofu Intelligent Technology Co., Ltd." with a registered capital of 1.288 billion RMB, focusing on L4 autonomous driving technology [2] - JD Logistics (02618) surged over 9% as it began recruiting full-time delivery riders for its food delivery service [2] - NIO (NIO.US) announced the launch of its BaaS battery rental scheme ahead of schedule, contributing to a rise of over 2% in its stock [5] Group 3: Market Reactions and Future Outlook - Three Flowers Intelligent Control (02050) rose over 5% after announcing expected revenue of approximately 15.044 billion to 17.779 billion RMB for the first half of 2025, representing a year-on-year growth of 10% to 30% [3] - Guotai Junan International (01788) soared over 100% after receiving approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to provide virtual asset trading services [3] - Dragon Power Technology (02465) rose over 5% due to ongoing positive developments in the solid-state battery industry [3]

地缘政治方面，伊以停火协议虽然生效，但市场对其维持的信心不足。伊朗对美军基地的打击和以色列对德黑兰的空袭，都显示出局势的不确定性。这 种不确定性可能会对能源和黄金市场产生影响，咱们在投资时要做好风险管理。 中概股方面，纳斯达克中国金龙指数涨3.31%，创5月13日以来最大单日涨幅。小马智行、新东方、金山云等个股表现突出。这主要得益于政策支持、美 联储降息预期和估值修复等因素。不过，中概股的持续性还得看政策的实际效果和企业基本面的改善，咱们要理性看待这波上涨。 各位朋友大家好，这里是帮主郑重的隔夜市场解读时间。接下来咱们来聊聊隔夜市场的那些大事，看看有哪些值得咱们关注的信号。 先说美股，那叫一个涨势如虹啊。三大指数收盘都涨超1%，道指创3月初以来新高，标普和纳指也创下2月下旬以来的新高。大型科技股多数上涨，英特 尔涨超6%，英伟达、奈飞、亚马逊也都涨超2%，不过特斯拉跌超2%，苹果小幅下跌。科技股七巨头整体表现不错，英伟达和亚马逊涨超2%，AMD更是 收涨6.83%，台积电ADR也刷新了收盘历史高位。这说明科技股的热度依然不减，尤其是AMD，最近可是出尽了风头。 说到AMD，那就不得不提它包揽亚马逊CPU热销榜 ...

Core Viewpoint - CFRA upgraded AMD's stock rating from "Buy" to "Strong Buy" and raised the target price from $125 to $165, leading to a nearly 6% increase in AMD's stock price on the announcement day [1] Group 1: Competitive Landscape - AMD is expected to significantly change its competitive position against industry leader NVIDIA by 2026, with plans to launch the next-generation AI accelerator MI400x and develop cabinet-level solutions [1] - The acquisition of ZT Systems is anticipated to open new growth avenues for AMD, directly boosting GPU product sales [1] Group 2: Customer Ecosystem Development - AMD is accelerating its expansion into the core AI customer base, having established partnerships with major tech companies like Oracle and OpenAI [1] - The continuous iteration of AMD's open-source AI software framework ROCm is building a more competitive technological ecosystem, enhancing its strategic positioning in the AI accelerator market [1] Group 3: Market Trends - The GPU server market is predicted to enter a strong recovery phase starting in Q4 of this year, with AMD positioned to benefit from this industry upturn [2] - The explosive growth in demand for AI computing power and potential business recovery opportunities in the Chinese market are expected to add long-term growth prospects for AMD [2]

CNBC's Jim Cramer on Tuesday told investors the market no longer seems to be concerned about the potential for Chinese startup DeepSeek to outpace the tech titans currently leading in the artificial intelligence arena."This data center renaissance, so shocking to the people who abandoned these stocks — the Nvidias, the AMDs, the Vertivs, the Microns, the Marvell Technologies — are all back or nearly back," he said. "And the story…that Nvidia CEO Jensen Huang calls the new industrial revolution, is once agai ...

Market Performance - Major U.S. stock indices opened higher and closed with significant gains, with the Nasdaq up 1.43%, the Dow Jones up 1.19%, and the S&P 500 up 1.11% [1][5] - The Dow Jones reached its highest closing level since early March, while both the S&P 500 and Nasdaq achieved their highest closing levels since late February [1] - Large-cap tech stocks mostly rose, with Intel increasing over 6% [1][7] Chinese Stocks - The Nasdaq Golden Dragon China Index surged by 3.31%, marking its largest single-day gain since May 13 [2][10] - Notable gains were observed in various Chinese stocks, including Xiaoma Zhixing up over 16%, New Oriental up over 13%, and Kingsoft Cloud up over 7% [10] Commodity Market - COMEX gold futures fell by 1.71% to $3336.9 per ounce, while silver futures dropped by 0.9% to $35.86 per ounce [4] - International crude oil futures saw significant declines, with WTI crude oil down 6.04% to $64.37 per barrel and Brent crude oil down 6.07% to $67.14 per barrel [4] Federal Reserve Insights - Federal Reserve Chairman Jerome Powell indicated that inflation is expected to rise soon, and the Fed will continue to observe economic conditions before deciding on interest rate adjustments [4][12] - Powell mentioned that most Fed policymakers support a rate cut later this year, although he personally disagrees with a rate cut at the July meeting [4][16] - The market currently prices in a 23% chance of a rate cut at the July meeting, with an 82% probability for a cut in September [16]

Advanced Micro Devices (AMD 6.40%) stock is seeing another day of gains in Tuesday's trading. The semiconductor company's share price was up 6.1% as of 1 p.m. ET. Meanwhile, the S&P 500 index was up 1%, and the Nasdaq Composite index was up 1.5%.AMD's valuation is moving higher today following an announcement that the company has entered into a new partnership with HCLTech to develop artificial intelligence (AI), digital, and cloud solutions. The stock is also getting a boost from bullish momentum for the b ...

美股半导体股周二集体走强， AMD涨逾5%， 美光科技、 台积电涨4%， 博通涨逾3%股价创历史新 高， 英伟达涨2%。 ...