Energy concerns, diversification and industries ripe for AI disruption are at the core of Lip-Bu Tan's investment strategy.

AMD made an impression on the market in 2024. The company's revenue reached $6.8 billion in the third quarter, an 18% increase year-over-year. This growth was largely driven by record data center ...

We recently compiled a list of the 10 Best Semiconductor Stocks to Buy for the AI Boom. In this article, we are going to take ...

AMD faces stiff competition from Nvidia and custom AI chips. Read why AMD stock is underperforming, with a $96 price target ...

Growth and income investors are combing the stock market for safe AI ideas. These four stocks are Buy-rated at top Wall ...

Taiwan Semiconductor Manufacturing is expecting strong demand from its customers in 2025.

The president rescinded almost 80 executive orders signed by Biden on Monday, including one aimed at limiting ...

The technical outlook is favorable for traders. AMD stock is trading at a discount to its 50-day moving average and is close to its 52-week low. Plus, the Relative Strength Indicator (RSI) is around ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack ...

AMD’s AI GPUs offer a competitive edge against Nvidia. Read why AMD stock is a solid investment with strong data center ...

With demand for AI accelerators still booming and AMD's market share small, there should be plenty of room for the company to ...

Strength in data center GPUs, networking, services, and emerging products fortify Nvidia's competitive 'moat' This article is the first in a series where tech-company analyst Ryan Shrout evaluates ...