Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
A Seeking Alpha contributor said they are adding to a short position in AMD despite the shares trading at all-time highs.
A short-focused analysis argued AMD's valuation has outrun its fundamentals even as the stock trades at all-time highs, prompting the author to expand a short position.
A new warning about self-improving AI systems lands alongside separate coverage questioning whether Microsoft's AI bet and Anthropic's spending plans are outrunning fundamentals.
AI researchers cautioned that companies are deploying self-improving systems faster than they can test them for safety, a warning that lands as investors also question the pace of AI infrastructure spending.
Shares tied to AI infrastructure rose worldwide after Anthropic's spending outlook pointed to stronger demand, while AMD drew fresh coverage on its World Labs deal.
Global chip stocks rose as Anthropic's spending outlook lifted hopes for continued AI hardware demand.
CEO Jensen Huang frames the repurchase as a vote of confidence in the AI buildout even as bubble worries mount elsewhere on the Street.
Nvidia authorized a $150 billion share buyback, the largest in the company's history, according to comments from CEO Jensen Huang.
Analysts flagged a China-specific risk for Broadcom beyond margin pressure, while a separate note questioned whether AMD's AI spending cycle can keep accelerating.
Seeking Alpha analysis published this week argues Broadcom faces a new China-related risk to its AI story beyond margins, and separately that AMD's AI spending cycle could hit a wall, while Arm shares slid in the same period.
Diverging Seeking Alpha calls highlight a widening gap between valuation-focused bears and growth-focused bulls on the chipmaker.
Two competing analyst views on AMD published the same day capture a broader Wall Street divide: one sees the stock overextended after its run, the other argues a $1 trillion valuation does not mark the end of the growth story.
The forecast lands alongside a separate case that AMD's rise to a $1 trillion valuation reflects real AI infrastructure demand rather than speculative excess.
Citi projects enterprise solid-state drive demand will rise 52.9% in 2027, driven by AI data center buildout.
A Wall Street AI rally carried into the September 21 Asia session, with LG Electronics jumping on a Nvidia cooling-technology endorsement.
AMD's market capitalization crossed $1 trillion as chip stocks across Wall Street and Asia rallied together on September 21.
A new AI coding and reasoning agent from Meta reignited bets on CPU demand, lifting chipmakers broadly in the September 21 session.
Meta's newly unveiled AI agent 'Muse' drove a broad tech rally, with Arm up 13%, Intel up 12% and AMD up 9% as investors bet on renewed CPU demand.
Memory chipmaker's 44% net margin dwarfs AMD's profitability, but investors are paying up for AMD's growth story anyway.
SK Hynix posts a 44% net margin and trades at 5.8 times forward earnings, versus a 63 times multiple for AMD despite AMD's stronger growth profile, according to a same-day comparison of the two AI supply-chain stocks.
ARK trimmed two AI software winners while adding $3.35 million to a flying-taxi startup and defending Tesla and bitcoin against bearish calls.
ARK sold its Palantir and AMD positions and put $3.35 million into Archer Aviation, while Wood publicly pushed back on a 'dead cat' bitcoin warning and kept Ark's core Tesla stake despite Tesla trailing every other Magnificent Seven stock in 2026.
Both memory-chip maker Micron and processor maker AMD are drawing doubts even after strong recent runs, with Micron struggling to reclaim June highs.
Micron has been unable to get back to the highs it hit in June, while Wall Street is voicing broader worry about AMD despite bullish long-term arguments.
Credo and Micron face fresh scrutiny even as bulls like AMD argue the AI buildout has further to run.
Semiconductor stocks came under pressure in the September 2, 2026 session, with commentary split between warnings of a meltdown in names like Credo and continued bullishness on AI demand for chipmakers such as AMD.
Nvidia's latest results underline how much ground rivals must close in AI chips, according to Yahoo Finance and The Motley Fool coverage of the print.
Nvidia's second-quarter results were strong enough that two separate outlets framed them as bad news specifically for AMD and Intel, not just a win for Nvidia.
CEO Hock Tan has not changed his forecast of more than $100 billion in AI revenue by 2027, but the market is now paying a quarter less for it.
Broadcom stock trades 25% below its high even though Hock Tan's 2027 AI revenue guidance of over $100 billion has not moved since June, while the market prices AMD's less-certain AI chip challenge very differently.
The AI lab is now running its compute strategy on two rival chipmakers at once, a month after committing tens of billions to AMD.
Anthropic signed a $45 billion Nvidia-powered compute lease just one month after committing tens of billions of dollars to AMD chips, spreading its infrastructure bet across both major chipmakers.
The 50% memory jump comes as chip prices climb industry-wide, a cost investors will watch alongside Nvidia's earnings this week.
AMD's upcoming AI accelerator carries 432 gigabytes of memory, 50% more than its predecessor, arriving just as memory chip prices rise across the industry.
A broad chip-sector pullback hit Micron hardest, but analysts covering the stock say the drop looks overdone.
Micron shares fell 7% in a sector-wide semiconductor sell-off, prompting analysts to debate whether the drop is a buying opportunity.
Semiconductor selloff decouples from rates narrative while cybersecurity leaders CrowdStrike and Palo Alto Networks extend declines, signalling broad de-risking in 2026's most crowded growth trades
Intel and AMD each fell roughly 4% and NVIDIA finished flat as the semiconductor complex sold off even as Treasury long-end pressure eased, breaking the rates-driven correlation that has governed tech leadership. CrowdStrike sank 7% despite a Truist price target increase to $245, with Palo Alto Networks off 5%, evidence that positioning — not discount rates — is now the dominant driver.
Riot Platforms' $9bn Anthropic compute agreement and a VMware-driven Broadcom sell-off highlight how artificial-intelligence infrastructure economics are now the dominant valuation input across two previously unrelated sectors.
A landmark $9 billion compute contract between Riot Platforms and Anthropic accelerates the repricing of bitcoin miners as data-center operators, while Broadcom's VMware-related weakness is being framed by analysts as a buying opportunity within the AI semiconductor complex.