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AMD CEO Lisa Su Declares 'Data Center-First' Strategy Amid Record Revenue and Shifting Market Dynamics

AMD CEO Lisa Su Declares 'Data Center-First' Strategy Amid Record Revenue and Shifting Market Dynamics

AMD CEO Lisa Su Declares 'Data Center-First' Strategy Amid Record Revenue and Shifting Market Dynamics
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AMD's Data Center Business Surges, Poised to Overtake Intel in Revenue

AMD's Data Center Business Surges, Poised to Overtake Intel in Revenue

AMD's Data Center Business Surges, Poised to Overtake Intel in Revenue
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Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth

Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth

Analysts Predict Significant Stock Surge for AMD Amidst Strong Data Center Growth
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Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

Analysis-Investors worry the AI trade might lose Nvidia's largesse after Huang

By Ankur Banerjee SINGAPORE, Nov 12 (Reuters) - As chip giant Nvidia's chief Jensen Huang stepped down on Thursday, investors' biggest fears were as much about the future of the multitrillion-dollar company as its ability and willingness to continue bankrolling the AI boom.
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Wall Street ends lower as Nvidia CEO resigns; US yields up

Wall Street ends lower as Nvidia CEO resigns; US yields up

By Caroline Valetkevitch and Marc Jones NEW YORK/LONDON, Nov 12 (Reuters) - US stocks ended a volatile session with modest losses on Thursday as Nvidia shares fell following CEO Jensen Huang's resignation, while US Treasury yields climbed.
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AI stocks pare losses as investors assess fallout of Nvidia CEO's exit

AI stocks pare losses as investors assess fallout of Nvidia CEO's exit

By Shashwat Chauhan Nov 12 (Reuters) - Global AI-linked stocks were trading lower after bouncing off their sessions lows on Thursday, as investors weighed the fallout of Nvidia CEO Jensen Huang's departure on the sector, which is already pressured by funding and regulatory concerns.
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Nvidia PE falls to 14-year low, but CEO exit and AI worries cloud the bargain

Nvidia PE falls to 14-year low, but CEO exit and AI worries cloud the bargain

By Noel Randewich Nov 12 (Reuters) - By one of Wall Street’s favorite metrics, Nvidia shares look like a bargain. Following a steep drop from its October 6 record high, Nvidia’s stock is trading at the equivalent of 12 times expected earnings.
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AMD Stock Rebounds 25.8% After CEO Lisa Su Addresses Market 'Short-Sightedness'

AMD Stock Rebounds 25.8% After CEO Lisa Su Addresses Market 'Short-Sightedness'

AMD Stock Rebounds 25.8% After CEO Lisa Su Addresses Market 'Short-Sightedness'
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AMD Stock Recovers After 17% Drop, Oppenheimer Upgrades to Outperform

AMD Stock Recovers After 17% Drop, Oppenheimer Upgrades to Outperform

AMD Stock Recovers After 17% Drop, Oppenheimer Upgrades to Outperform
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Retail buyers limit Nvidia stock rout

Retail buyers limit Nvidia stock rout

By Noel Randewich and Chuck Mikolajczak NEW YORK, Nov 12 (Reuters) - Retail bought the Nvidia dip on Thursday in a big way, showing the AI trade is very much alive despite CEO Jensen Huang’s departure.
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Wall St jumps back as oil slide eases inflation worries; Nvidia slumps

Wall St jumps back as oil slide eases inflation worries; Nvidia slumps

By Chuck Mikolajczak and Niket Nishant NEW YORK, Nov 9 (Reuters) - US stocks rallied on Monday, as a drop in oil prices tempered inflation fears and helped the S&P 500 bounce off its biggest weekly drop since April 2025, and tech shares jumped even as AI heavyweight Nvidia slumped with controversy
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Cerebras lifts annual sales forecast on strong AI-linked demand, shares surge

Cerebras lifts annual sales forecast on strong AI-linked demand, shares surge

Nov 12 (Reuters) - Cerebras Systems raised its annual revenue forecast on Thursday, buoyed by surging demand for AI computing capacity as it battles Nvidia and cloud giants, sending its shares nearly 18% higher in extended trading.