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Correction to AMD Shares Rise Article

Why is Qualcomm the best-performing stock today?

AMD Stock Rises as CFO Claims Its Addressable Market Could Reach $3 Trillion -- Barrons.com

U.S. stock market opens with the Dow Jones down 0.57% and the Nasdaq up 0.08%

The bargaining power in data centers is shifting: previously, cloud providers had the final say, but now companies like CoreWeave are starting to assert themselves.

Philadelphia Semiconductor Index opens up more than 2%

OpenAI plans to deploy the Jalapeño AI chip, developed in collaboration with Broadcom, by the end of the year.

Advanced Micro Devices Stock Faces Crossroads as Data Center Revenue Jumps 50%

From Wall Street to London! Amazon (AMZN.US) issues its first GBP bonds, using diversified financing needs to refute the AI bubble

Amazon has mandated banks for its inaugural GBP bond issuance, which could be launched as soon as Wednesday. Meanwhile, major global tech giants continue to raise funds to support the development of artificial intelligence.

Data center bargaining power shifts: previously dominated by cloud providers, now "CoreWeave and others" are starting to get tough

The strong bargaining position of cloud computing giants in AI data center leasing negotiations is weakening. Cloud providers such as Microsoft, in their eagerness to bring Nvidia servers online, are granting operators like CoreWeave more negotiating leverage—Service Level Agreement (SLA) terms are becoming more flexible, payment demands are increasingly strict, and even Nvidia and AMD are stepping in to bid for providing credit guarantees to clients.

Intel increases CPU prices by another 10% and plans to phase out low-margin products

Intel plans to raise prices for its PC CPUs by about 10% in October, marking the third round of price increases since the end of 2025. Meanwhile, CEO Chen Liwu is reviewing low-margin product lines, with some products possibly facing discontinuation and market withdrawal. The main segments affected are industrial computers, IoT, and the embedded market. The core logic behind this round of adjustments by Intel is to prioritize gross profit margin, moving away from the previous strategy of boosting volume through lower prices.

Nonfarm Payrolls “Scare Off” US Stock Market, But AI Hardware Soars Against the Trend! Semiconductor Index Jumps Over 3%, SanDisk Surges 12%

The prospect of a Federal Reserve interest rate hike is suppressing overall valuations and some software growth stocks, but the industrial logic behind the demand for AI computing power, storage, and data center interconnectivity has not yet been affected by rate expectations. Storage chip stock SK Hynix closed up over 8%, while optical communication stock Coherent rose 6.6%. According to market participants, the strong performance of chip stocks on Friday had "zero correlation" with the nonfarm payroll data and was mainly due to the ongoing rotation between semiconductor and software stocks.

Advanced Micro Devices Inc. Stock Rallies 4.7%, Outperforms Peers

U.S. stock market opens with Dow Jones down 0.19%, Tesla drops 3.8%

At the U.S. stock market open, AI concept stocks generally declined, with UiPath dropping more than 10.14%.

Pompliano Backs Bitcoin-AI Duo as Ultimate Portfolio for Next Two Decades

Overnight US Stock Market | Fed Rate Hike Probability Drops Sharply, All Three Major Indexes Rise Over 1%, Bitcoin Breaks Above $80,000

At the close, the Dow Jones Index rose by 624.04 points, or 1.18%, to 53,685.99 points; the S&P 500 Index gained 81.01 points, or 1.06%, to 7,747.61 points; and the Nasdaq Composite Index increased by 366.23 points, or 1.40%, to 26,584.06 points.

Investor Who Went 30 Years Without a Loss Just Bet $125 Million on Bitcoin

Why did Nvidia spend $13B on Hugging Face acquisition?

ASUS expands AI infrastructure collaboration with Intel and AMD

Broadcom Guide to Double Fiscal 2027 AI Revenue is Conservative, Truist Says

Jim Cramer's Says This Stock Is Primed for a “Huge Move”

Short-term growth fades, but the long-term AI computing power blueprint shines! Major clients ignite the ASIC super cycle, and Broadcom (AVGO.US) stuns with a $230 billion AI semiconductor outlook

Broadcom predicts that artificial intelligence chip sales will boom over the next two years, rekindling optimism about its ability to challenge Nvidia's dominance in this lucrative market. CEO Hock Tan stated during a conference call that AI chip revenue will double by fiscal year 2027 to approximately $115 billion, and then soar to $230 billion the following year.

Broadcom Beats Third-Quarter Estimates on Strong AI Chip Sales

'Own Both': Bitwise CIO on AI Stocks and Bitcoin (BTC) Amid $40 Trillion Debt Crisis

HUMAIN partners with Compal to develop next-generation AI infrastructure and edge computing platforms

US STOCKS-Wall Street dips as higher yields, rising oil prices mark shaky start to September 

Bitwise CIO urges buying both AI stocks and Bitcoin as US debt nears $40 trillion

Goldman Sachs: The Five Key Debates in Semiconductors

Goldman Sachs has proposed five core debates around AI computing power, semiconductor equipment, storage, analog chips, and EDA software. They believe that the resilience of AI capital expenditure remains strong, the WFE (Wafer Fab Equipment) upward cycle is expected to continue until 2028, and DRAM and NAND supply and demand will remain tight. The recovery cycle for analog chips may be more prolonged. Meanwhile, the accelerated penetration of customized AI chips and Agentic AI is expected to open new growth opportunities for the industry chain.

Cathie Wood’s ARK Invest buys $40.8M in crypto stocks