Meta’s Muse Fuels AMD’s Rally as Personal AI Agents Drive CPU Demand
Meta’s Muse is sharpening investor interest in AMD as personal AI agents create demand for server CPUs alongside the GPUs powering their models.
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AMD to Buy Fei-Fei Li’s World Labs for $8.2 Billion in Physical AI Push
AMD’s all-stock agreement would bring World Labs’ spatial AI research in-house and make Fei-Fei Li chief scientist after the transaction closes.
AMD, Intel and Arm Surge as Meta’s Muse Fuels New AI CPU Boom
AMD, Intel and Arm shares surged as Meta’s Muse became the most downloaded free iPhone app in the U.S., fueling expectations that mass adoption of autonomous AI agents will dramatically increase demand for server CPUs.
AMD Hits $1 Trillion Market Cap for First Time
By
Sophia Reynolds
• 1 min read
AMD reached a $1 trillion market capitalization for the first time as investor demand for AI and semiconductor stocks continues to drive valuations higher.
Riot Platforms Reports Second Quarter 2026 Financial Results and Strategic Highlights
By
David Sinclair
• 6 mins read
Riot reported quarterly revenue of $174.2 million and a landmark 20-year AI data-center lease for 191 MW at its Rockdale campus.
Nvidia Expands Into PC Processors With RTX Spark, Challenging Intel and AMD
By
Emma Clarke
• 2 mins read
Nvidia shares gained after the company unveiled its new RTX Spark processor for Windows laptops, marking a major push into the PC market traditionally dominated by Intel and AMD.
AMD Shares Hit Record High as AI Demand Fuels Chip Rally
By
Sophia Reynolds
• 1 min read
AMD reached record highs as strong AI chip demand fueled a broader rally across semiconductor stocks.
AMD Shares Jump 12% as Intel Results Signal AI-Driven CPU Demand
By
Sophia Reynolds
• 2 mins read
AMD shares jump 12% after Intel results signal strong AI-driven CPU demand.
AMD, Qualcomm, Arm Back Wayve With New Funding to Accelerate Driverless AI
By
Daniel Wright
• 3 mins read
AMD, Qualcomm, and Arm have invested in autonomous driving startup Wayve, reinforcing growing demand for AI-powered vehicle technology.
AMD Unveils Ryzen 7 9850X3D With Higher Clocks and Gaming Gains
By
Daniel Wright
• 2 mins read
AMD has introduced the Ryzen 7 9850X3D, an upgraded gaming-focused processor delivering higher boost speeds and a modest performance uplift over its predecessor.
AMD and Nvidia Signal GPU Price Hikes in 2026 as Memory Costs Surge
By
Emma Clarke
• 3 mins read
AMD and Nvidia are preparing to raise graphics card prices in early 2026 as soaring memory costs squeeze margins and disrupt long-standing pricing strategies.
Oracle Shares Sink 11% After Revenue Miss, Dragging AI Stocks Lower
By
Oleg Petrenko
• 2 mins read
Oracle shares tumbled more than 11% after quarterly revenue fell short of expectations, triggering a broader pullback in AI-linked stocks including Nvidia and AMD. The weak top-line results weighed on futures and reignited concerns over the durability of enterprise AI spending.
Memory Cost Surge Forces AMD and NVIDIA to Consider Axing Budget GPUs
By
Oleg Petrenko
• 1 min read
Rising memory prices push AMD and NVIDIA to consider ending production of budget gaming graphics cards.
U.S. Growth and Tech Stocks Slide as Risk Sentiment Weakens
By
Oleg Petrenko
• 1 min read
Popular U.S. growth and tech names drop between 4% and 10% in a broad risk-off move across equities.
AMD Secures Over $45 Billion in Custom Chip Design Wins Starting in 2026
By
Oleg Petrenko
• 1 min read
AMD secures over $45 billion in custom chip design contracts beginning in 2026, expanding into AI and high-performance sectors.