We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer recently discussed. Advanced Micro Devices, Inc. (NASDAQ:AMD) designs CPUs and GPUs that are used in PCs and data centers. Along with NVIDIA, it also caters to the AI market through its products. The last few months have been great for Advanced Micro Devices, Inc. (NASDAQ:AMD) as the shares have benefited from the firm’s partnership with OpenAI ...

I want to get to your word of the day. Your word of the day is discipline. What are you being disciplined about.Isn't this the day just to put money in mega cap tech. I mean, we're seeing the capex go up. We're seeing Nvidia making deals.Why aren't we just jumping back into tech today. >> Just for that reason. I think you have to be disciplined around valuation as we, you know, head into the end of the year.And I think that, you know, fundamentals still matter to some degree, but I understand the momentum. ...

Retail investors talked up five hot stocks this week (Oct. 27–31) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, shutdown worries, and AI buzz.The stocks, Amazon.com Inc. (NASDAQ:AMZN), Nvidia Corp. (NASDAQ:NVDA), Reddit Inc. (NYSE:RDDT), Beyond Meat Inc. (NASDAQ:BYND), Alphabet Inc. (NASDAQ:GOOG), spanning tech, AI, packaged foods, and the internet of things, reflected diverse retail interests.Amazon.comAmazon dominated headlines with sweeping corporate layoffs announced on Oct. 27. T ...

Jensen Huang dined on fried chicken washed down with beer with the the CEOs of Samsung and Hyundai in South Korea. He doesn't think there is such a thing as an AI bubble. - -/Agence France-Presse/Getty Images Fielding questions shouted out by a gaggle of reporters on the sidelines of the APEC summit in South Korea on Friday, Nvidia’s chief executive officer, Jensen Huang, took on the question of the day: is there a bubble in artificial-intelligence stocks? “The best way to think about this is that today, ...

Nvidia was rising after Amazon added to the chorus of large cloud-computing companies saying demand for AI capacity outstrips supply ...

Hey everyone and welcome to earnings cheat sheet for Friday, October 31st. It's Alexis Garcia and Ed Carson here and we'll be taking a look at some key upcoming earnings reports to help you prepare for the week ahead. So, Ed, uh, a little bit of a spooky week here, a little spooky theme, but, uh, we had major earnings come in from a lot of mega caps this week, but we have a lot of big names also ahead.So, what do you have on tap for us today. >> Yeah, you feel like after all that candy, you can just have a ...

Artificial Intelligence AI, crypto stocks. Photo by BeInCrypto At Jensen Huang's recent appearance in Seoul, attendees waved smartphones showing stock tickers for Nvidia and Samsung rather than crypto charts. Meanwhile, trading volumes on Upbit, South Korea's largest crypto exchange, have declined by 12.8% recently, indicating a notable shift in retail investor sentiment. Korean Retail Market Rotates From Crypto to AI-Linked Equities South Korea is witnessing a visible exodus from digital assets. Data ...

Core Insights - Intel is in early discussions to acquire AI chip designer SambaNova as part of its strategy to enhance its position in the AI hardware market [1] - Previous strategies by Intel to position its chips as cost-effective alternatives to Nvidia's have not significantly impacted the market [2] - SambaNova specializes in custom AI chips and systems for large-scale applications and has received investments from key players connected to Intel [3] Acquisition Discussions - Intel is exploring the acquisition of SambaNova, which may be valued under the $5 billion benchmark set during its 2021 financing round [2] - SambaNova has engaged bankers to assess market interest from potential acquirers [2] Product Development - Intel plans to re-enter the AI GPU market with a new AI data center chip set to launch in 2026 [4] - The upcoming data center GPU, named Crescent Island, will feature 160GB of memory and is designed to support growing AI workloads [5] Financial Performance - Intel reported third-quarter 2025 revenue of $13.7 billion, a 3% year-over-year increase, with earnings per share (EPS) of $0.9 [6] - The company forecasts fourth-quarter revenue between $12.8 billion and $13.8 billion, with projected EPS of $(0.14) and non-GAAP EPS of $0.08 [6]

Micron Technology, Inc. ( MU ) has become one of the most compelling stocks on my radar this year, up roughly 115% YoY, as improving earnings visibility and demand point to a shift in becoming a critical supplierI’m a finance student at St. John's University's Peter J. Tobin College of Business, pursuing a Bachelor's degree in Finance with plans to earn my CFA certification. My goal is to become an equity analyst with a focus on tech and semiconductors. My research centers around companies that are underval ...

Core Insights - Micron Technology, Inc. (MU) has seen a significant stock price increase of approximately 115% year-over-year, indicating strong market performance and improving earnings visibility [1] Company Analysis - The company is positioned to become a critical supplier in the semiconductor industry, driven by increasing demand and enhanced earnings visibility [1] Industry Context - The focus on undervalued companies with strong competitive advantages is essential in the tech and semiconductor sectors, highlighting the importance of data-driven investment strategies [1]