Direxion Daily AMD Bull 2X Shares

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

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AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

AMD CEO Lisa Su: China Has One of the Most Vibrant AI Ecosystems in the World

AMD CEO Lisa Su to Attend Shanghai Developer Event and Deliver Keynote Speech on May 19

AMD to Participate in HPE Discover 2026, Focusing on Networking, Cloud, and AI

Cathie Wood's ARK Invest Continues to Sell AMD Stock

AMD Announces Flagship "Advancing AI 2026" Event for July 23

Jingwei analysis of chip giant cash reserves shows AMD holds $12.3 billion

CCPIT Chairman Ren Hongbin Meets with AMD CEO Lisa Su

AMD CEO Lisa Su States the Chinese Market is Extremely Important

Semiconductor price hike trend extends to power management chips, with major firms like MPS deeply tied to giants like AMD

AMD CEO Lisa Su met with Chinese Vice Premier He Lifeng

Melius Research Raises AMD Price Target to $540

Citi Raises Intel and AMD Price Targets, Predicts AI-Driven Server CPU Market to Reach $131.5 Billion by 2030

North Dakota State Investment Board Buys $11.8 Million Stake in Advanced Micro Devices

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AMUU

AMDL

GIGABYTE has announced the B850 AORUS ELITE-P ICE, a new motherboard in the Ari Edition designed for anime fans and the PC DIY community. This model features exclusive Ari motifs and offers enhanced gaming performance with the X3D Turbo Mode, which can boost performance by up to 18% on AMD Ryzen™ 9000 X3D processors. The motherboards also include AI-driven technologies for optimization and various EZ-DIY features for easier assembly. The new editions will be showcased at COMPUTEX at GIGABYTE's booth (No. M0520).

- GIGABYTE has announced the B850 AORUS ELITE-P ICE motherboard, designed for anime fans and the global PC DIY community.  
- This new model features exclusive anime-inspired designs, the X3D Turbo Mode for optimized gaming performance, and AI-powered technologies for efficient assembly and system tuning.  
- The B850 Ari Editions will be showcased at COMPUTEX at the GIGABYTE booth, offering enhanced aesthetic and functional options for PC builders.

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GraniteShares 2x Long AMD Daily ETF

23:56 ETGIGABYTE stellt neue B850 Ari-Editionen für Anime- und PC-DIY-Fans vor

SOXX

SOXL

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WealthPlan Investment Management LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 338.5% in Q4, owning 6,157 shares valued at $1.32 million. Other institutional investors also raised their holdings significantly. AMD's stock opened at $424.10, with a market cap of $691.54 billion and a P/E ratio of 139.05. The company reported Q1 earnings of $1.37 EPS, exceeding estimates, with revenue up 37.8% year-over-year.

- WealthPlan Investment Management LLC increased its stake in Advanced Micro Devices, Inc. (AMD) by 338.5% in the 4th quarter, owning 6,157 shares valued at approximately $1,319,000.  
- Other institutional investors also significantly raised their stakes, with Jennison Associates LLC boosting its holdings by 181.6% to 10,910,310 shares valued at $2.34 billion.  
- AMD reported Q1 earnings of $1.37 per share and revenue of $10.25 billion, surpassing analyst expectations, and has a current market capitalization of $691.54 billion.

Market Beat

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Invesco PHLX Semiconductor ETF

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Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Advanced Micro Devices, Inc. $AMD Shares Acquired by WealthPlan Investment Management LLC

Experts warn that a potential Chinese blockade of Taiwan could severely disrupt the semiconductor supply chain, impacting major companies like TSMC, Nvidia, AMD, and Apple. TSMC, which produces 90% of advanced chips, would be hit hardest, affecting AI and automotive sectors. Companies like Intel and Samsung may benefit from increased pricing power. The blockade could also disrupt global maritime trade, affecting various industries beyond tech, including automotive and steel production.

businessinsider

SPDR S&P Semicon

Taiwan Semiconductor

NVIDIA

SA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan?

IGPT

AMD is poised to benefit from a surge in CPU demand driven by agentic AI, which is altering data center requirements and increasing the need for high-core server processors. However, shortages in memory, optics, and networking gear are creating bottlenecks that affect AI hardware investments. Additionally, incidents involving autonomous AI agents underscore the necessity for stringent governance and control measures.

- The rising demand for CPUs is driven by Agentic AI, altering GPU-to-CPU ratios and increasing interest in AMD's high-core server processors.  
- Supply chain bottlenecks in memory, optics, and networking components are forming tradeable chokepoints that impact AI hardware investment approaches.  
- Governance issues are underscored by incidents involving autonomous AI agents, emphasizing the necessity for stringent oversight and control mechanisms.

Invesco AI and Next Gen Software ETF

AMD set to benefit from agentic AI CPU demand surge

SSNGY

07747

Analysts have made significant moves in AI-related stocks this week. KeyBanc raised concerns over Apple's valuation, maintaining a Sector Weight rating amid declining hardware demand. BofA reiterated a Buy on TSMC, citing its technological lead. KB Securities raised price targets for SK Hynix and Samsung due to an AI-driven memory shortage, projecting substantial increases in memory prices and operating profits for both companies by 2026.

- KeyBanc Capital Markets expressed concerns over Apple's valuation, noting a 16% drop in indexed spending month-over-month in April, signaling potential challenges for future growth.  
- Bank of America reaffirmed a Buy rating on TSMC, highlighting the company's significant capacity growth targets despite competitive fears, while KB Securities raised price targets for SK Hynix and Samsung due to increased AI-driven demand for memory.  
- Daiwa downgraded AMD to Outperform after a 150% rise in share price, citing valuation concerns, while HSBC upgraded Cisco to Buy as AI infrastructure demand has positively influenced its growth outlook.

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Samsung Electronics Co., Ltd. Sponsored GDR

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

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BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

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BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

5 big analyst AI moves: PT hikes for Samsung and SK Hynix, AMD downgraded

NVDA

Samsung is cutting chip output in anticipation of an 18-day strike, despite high demand for AI-related memory chips. The union is escalating a bonus dispute, demanding fixed profit-based payouts. This strike poses a risk of supply disruptions to major tech companies like Nvidia, Apple, and AMD, with potential economic losses exceeding $20 billion.

- Samsung is reducing chip production in anticipation of an 18-day strike, despite high demand for AI-related memory chips.  
- The union is escalating its dispute over significant bonus gaps between divisions and is demanding fixed profit-based payouts without caps.  
- The strike poses a risk to global supplies for major tech companies like Nvidia, Apple, and AMD, with potential economic losses exceeding $20 billion.

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NVIDIA Corporation

Samsung cuts chip output as record strike nears

INTC

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

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T-Rex 2X Long ARM Daily Target ETF

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Invesco Semiconductors ETF

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Strategic Family Wealth Counselors L.L.C. acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) during Q4, purchasing 1,311 shares valued at approximately $304,000. Other institutional investors also increased their holdings significantly. CEO Lisa T. Su and EVP Mark D. Papermaster sold shares recently, while analysts maintain a positive outlook with multiple upgrades and a consensus target price of $396.95.

- Strategic Family Wealth Counselors L.L.C. acquired a stake in Advanced Micro Devices, purchasing 1,311 shares valued at approximately $304,000.  
- Multiple institutional investors, including Jennison Associates and Wellington Management Group, significantly increased their holdings in AMD during recent quarters, reflecting strong investor interest.  
- AMD recently reported a quarterly revenue of $10.25 billion, exceeding estimates, amid rising optimism due to advancements in AI infrastructure and product offerings, though some analysts caution about potential market vulnerabilities.

Wells Fargo

UBS Group AG

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

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WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Strategic Family Wealth Counselors L.L.C. Buys New Position in Advanced Micro Devices, Inc. $AMD

SCMP

Meta Platforms

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OpenAI

KNOWLEDGE ATLAS

Ex-Meta Chinese star joins race for self-improving AI with US$4.6b start-up

NVDL

Topaz Labs has launched NeuroStream™ 2, an advanced AI acceleration technology that enhances image and video processing speeds by 2X to 4X. This upgrade significantly reduces rendering times, allowing tasks that previously took 30 minutes to be completed in just 14 minutes on standard hardware. The technology supports various models, including Face Recovery 3 and Starlight Precise 2.5, and is available for users on NVIDIA, AMD, and Mac systems. Topaz Labs continues to innovate in AI image and video enhancement, serving millions of customers globally.

- Topaz Labs has announced the launch of its advanced acceleration technology, Topaz NeuroStream™, which enhances AI image and video processing speeds.  
- The new NeuroStream 2 technology achieves processing times reduced from minutes to seconds, providing at least a 20% acceleration for videos and 2X-to-4X quicker processing for images.  
- This upgrade enables enhanced user experience on commonly used hardware and introduces new models such as Face Recovery 3 and Noise-Aware Sharpen for users with compatible systems.

GraniteShares 2x Long NVDA Daily ETF

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AXS 1.5X NVDA Bear Daily ETF

15:11 ETTopaz Labs unveils NeuroStream™ 2--local AI acceleration technology with up to 4X faster rendering times for image and video models

Direxion Daily AMD Bull 2X Shares(AMUU.US)

23:56 ETGIGABYTE stellt neue B850 Ari-Editionen für Anime- und PC-DIY-Fans vor

Advanced Micro Devices, Inc. $AMD Shares Acquired by WealthPlan Investment Management LLC

SA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan?

AMD set to benefit from agentic AI CPU demand surge

5 big analyst AI moves: PT hikes for Samsung and SK Hynix, AMD downgraded

Samsung cuts chip output as record strike nears

Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm

Strategic Family Wealth Counselors L.L.C. Buys New Position in Advanced Micro Devices, Inc. $AMD

Ex-Meta Chinese star joins race for self-improving AI with US$4.6b start-up

15:11 ETTopaz Labs unveils NeuroStream™ 2--local AI acceleration technology with up to 4X faster rendering times for image and video models