AMD EPYC Embedded 9005 processors elevate compute performance, connectivity, and security for industrial, networking, and storage. It efficiently processes data to optimize TCO and adds embedded features to enhance longevity and resiliency. Discover more: https://www.amd.com/en/products/embedded/epyc/9005-series.html *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-gaming Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: http ...

WASHINGTON, DC - APRIL 01: Fired employees of the Department of Health and Human Services (HHS) take ... More personal belongings with them as they leave HHS Mary E. Switzer Memorial Building on April 01, 2025 in Washington, DC. Widespread layoffs began today across Health and Human Service Administration offices after it was announced last week that the Trump Administration plans to cut 10,000 jobs at HHS. (Photo by Kevin Dietsch/Getty Images)Getty ImagesCompanies are bragging about their staff cuts in the ...

Tesla CEO Elon Musk announced late on Sunday that Samsung will manufacture the car maker’s next-generation AI chip at its upcoming Texas semiconductor plant as part of a deal worth $16.5 billion. (Photo: Apu Gomes via Getty Images)https://t.co/MljKrYXd0S https://t.co/OghX75vOYi ...

對Elon Musk與Tesla，這是一個很好的機會，能用極低的成本實際參與晶圓代工業務 （台積電不可能允許這種要求)。這能提升晶片設計的能力 (特別在量產性方面)，且因更熟悉製造know-how也有未來利對晶圓廠的議價力。未來Elon Musk的旗下事業，只會使用更多更先進的晶片，長期來看，掌握更多晶片製造的核心技術是一種策略優勢。Tesla AI6晶片目前預計在2027量產，將採用Samsung的2奈米 (SF2) 先進製程。SF2目前的良率40-45%，低於台積電N2的70%以上與Intel 18A的50-55%。Elon Musk的執行力無庸置疑，且SF2因採用與SF3相同的GAA技術故有利量產，但即便如此，還是很難預測Samsung能否用SF2順利如期量產AI6。如果AI6生產不如預期，對Tesla最壞的狀況就是將訂單轉回台積電並承受AI6延期帶來的影響，但Tesla在真實世界AI的優勢應可顯著降低AI6延期的風險，且Elon Musk與Tesla仍可受惠於提升晶片設計能力與晶圓製造know-how。對Samsung來說，反正最壞就現在這樣，也不會更差，因此不仿一試。所以這樣的合作，對雙方來說都是風 ...

Group 1 - Advanced Micro Devices Inc (AMD) stock increased by 4% to $173.04 after UBS raised its price target from $150 to $210, marking the highest trading level in nearly a year [1] - AMD has seen significant options activity, with 5,499,770 calls and 2,768,896 puts exchanged in the last 10 sessions, making it the fourth most popular stock in terms of options volume [2] - The stock has experienced a 43% increase in 2025, breaking out of an uptrend channel that began from a 12-month low of $76.48 on April 8 [5] Group 2 - The options market is anticipating a 10.4% price swing following the upcoming earnings report, which is larger than the average move of 6.4% observed over the last two years [7] - AMD's Schaeffer's Volatility Scorecard (SVS) is at 90 out of 100, indicating that the company has consistently outperformed volatility expectations over the past 12 months [8]

Core Insights - Qualcomm is set to report its third-quarter fiscal 2025 earnings on July 30, 2025, with revenue and earnings estimates at $10.36 billion and $2.68 per share respectively [1] - The earnings estimate for fiscal 2025 has decreased by 0.26% over the past 60 days, while the estimate for fiscal 2026 has declined by 1.99% [1] Earnings Performance - Qualcomm has a four-quarter earnings surprise average of 6.43%, having beaten estimates in each quarter, with the last reported quarter showing a surprise of 0.71% [3][4] Earnings Predictions - The company has a positive Earnings ESP of +0.60% and a Zacks Rank of 3, indicating a likelihood of an earnings beat for the upcoming quarter [5][6] Recent Developments - Qualcomm launched the Snapdragon 7 Gen 4 Mobile Platform, enhancing AI performance and gaming capabilities, which has gained traction among leading OEMs like HONOR and vivo [7][8] - The company has been selected by e& to enhance digital infrastructure in the UAE and is involved in Saudi Arabia's Vision 2030 initiative, focusing on AI and 5G technologies [9] - Recent acquisitions include Autotalks for V2X technology, MovianAI for generative AI capabilities, and a definitive agreement to acquire Alphawave Semi for approximately $2.4 billion, aimed at enhancing AI capabilities [10][11] Market Performance - Over the past year, Qualcomm's stock has decreased by 10.3%, underperforming the industry growth of 41%, while competitors like Broadcom have seen significant gains [12] Valuation Metrics - Qualcomm's shares are trading at a forward P/E ratio of 13.44, which is lower than the industry average of 34.13 and below its historical mean of 16.97, indicating a relatively cheaper valuation [13] Strategic Focus - The company aims to lead in AI innovation through strategic acquisitions and R&D initiatives, targeting various industries including smartphones and automotive [16] - Qualcomm is experiencing strong demand in the premium handset market but faces margin pressures in the mid-range segment due to competition from low-cost chipmakers [17] Competitive Landscape - Despite challenges, Intel remains a significant competitor in chipset development, particularly in the AI PC sector, which could impact Qualcomm's expansion in that area [18] Long-term Outlook - While current earnings estimates show bearish sentiment, Qualcomm's focus on AI initiatives and diversification of its portfolio positions it well for long-term growth, particularly in high-end smartphones and IoT [20]

Tesla signing a major deal with Samsung to manufacture AI chips for Tesla cars. Christina parts Neville has got the details in today's tech. Hey Christina.>> Hi Melissa. Well, this is Samsung's biggest foundry win yet. 16.5% billion dollars.You talked about it, equivalent to roughly 8% of its 2024 sales or total revenues and runs over the next eight years with Elon Musk even suggesting the total amount is quote likely to be several times higher. Samsung will manufacture Tesla chips. They're called AI6 and a ...

Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have a beneficial l ...

Two particular lines in Elon Musk's posts about Tesla's new chip deal highlight just how far his "founder mode" approach extends. In this case, right down to his stated terms of Tesla's manufacturing agreement with Samsung. In a $16.5 billion deal, Samsung will produce Tesla's new AI6 chip from the manufacturing plant it is building in Taylor, Texas, which is expected to open in 2026.Located outside of Austin, Samsung's plant is close to where Musk moved in 2020, and where his company Tesla later moved in ...

Key Takeaways ARM is projected to report Q1 EPS of 34 cents on $1.04B in revenue, with earnings down 15% year over year.ARM's top-line growth is expected to stem from Royalty revenues, despite year-over-year segment declines.The stock surged 46% in 3 months, trading at 85.2X forward earnings versus the industry average of 34.18X.Arm Holdings plc (ARM) will report its first-quarter fiscal 2026 results on July 30, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at ...