I'm Jessica Edinger. CNBC stocks mixed this afternoon. Investors somewhat shaking off higher oil prices.Secretary of State Marco Rubio saying Iran is not serious about peace talks. President Trump threatens today to bomb a bridge or a power plant in Iran for every ship attacked in the straight of Hormuz. The Dow is up 208 points this afternoon, almost a half percent.Nvidia shares leading the Dow higher. They're up 3%. The S&P 500 index is up 13 points.The Nasdaq lower, down 32 points. Chipmaker shares are m ...

A White House official accused China’s Moonshot of improperly using US AI models and Nvidia chips to create the Kimi K3 system that stunned the tech industry last week https://t.co/sNEPEq90KJ ...

spent a long time at Intel, 34 years. Yeah. Probably one of the greatest American companies ever, and then absolutely went off the rails.What were the mistakes. >> I remember when I joined the executive staff for the first time. Probably 15 of the 20 people that were in the room were PhDs.It was just that technical. One of the things that went off the rail was when it started to be run by business people >> as opposed to technical people, >> the bean counters, the finance people. >> Yeah.In the five years, ...

Welcome back to Trader Talk here at Yahoo Finance. I am Kenny Pulcari, your host. And today we're talking to Kevin Man who's a CIO at Henyan and Walsh and we're talking to Willie Lee who is a principal at Neoellar >> Capital which has been renamed from Suro Capitals.Gentlemen, thank you very much for the conversation. There is a lot to talk about. The world has changed in the in the last in the first six months.It's going to change again over the next six months. There's a lot going on in terms of earning s ...

Market Dynamics - Advanced Micro Devices signed a major artificial intelligence chip deal with Anthropic [1] Investment Opportunities - Advanced Micro Devices plans to invest up to $5 billion (50 billion hundred million / 50 亿美元) [1]

If you've not heard of CXMT, you're not alone.China's largest DRAM manufacturer (world's 4th by output) is going public.Here's a quick cheatsheet to catch up on it before 27 Jul. (NFA & DYOR) https://t.co/GzXnqxPjuT ...

Market Dynamics & Competition - Advanced Micro Devices and Anthropic signed an agreement for artificial-intelligence servers valued in the tens of billions of dollars [1] - The transaction strengthens Advanced Micro Devices' competitive position against Nvidia [1]

🔥 LATEST: Nvidia CEO Jensen Huang says Chinese open-source AI models should not be banned in the US, per Axios. https://t.co/KoDca6uYpN ...

Market Trends & Macroeconomics - The yen weakened past the 163 level against the dollar, reaching its weakest level in about four decades [2][33] - Brent crude rallied by more than 3.5%, trading at almost $95 a barrel, while European gas futures reached nearly 62 euros per megawatt-hour [5][44] - U.S. 30-year bond yields hovered around 5.13%, with the two-year yield at 4.25% [10][45] - U.K. consumer price inflation fell to 2.8% from the previous month [32] Industry & Company Performance - Super Micro shares surged nearly 17% after raising its gross margin outlook and reporting a record backlog, signaling strong demand for AI servers [10][46] - Pegasystems shares dropped more than 16% after missing earnings estimates due to clients delaying IT spending in favor of AI [47] - Samsung entered talks to potentially invest in French AI company Mistral at a valuation of 20 billion euros [42] - The World Cup final broadcast drew 62 million TV viewers in the U.S., with Fox's English-language broadcast attracting nearly 39 million and Telemundo bringing in nearly 24 million viewers [32] Regulatory & Geopolitical Risks - President Trump threatened generic drugmakers with a 100% import tax by 2028 unless they move production to the United States within two years [18] - U.S. Defense Secretary Pete Hegseth requested up to $70 billion in emergency military spending, with the latest estimated cost of the war with Iran reaching $37.5 billion [41][42]

Agentic AI is transforming the datacenter. The current knowledge worker could soon manage hundreds of agents to augment their work, increasing their speed and productivity. For a data center to orchestrate thousands of agents that can plan, act, and execute work autonomously requires massive compute resources.AMD EPYC Server CPUs offer the best Agentic AI solution with leadership performance, core density, and the broadest CPU portfolio. EPYC CPUs maximize the number of agents per watt, per dollar, and per ...