Financial News

Advanced Micro Devices said on Thursday it would invest more than $10 billion in Taiwan's ‌AI sector to deepen strategic partnerships and boost its ‌capacity to build and assemble advanced AI chips. • The U.S. chipmaker said it will collaborate with Taiwanese chip packaging and testing provider ASE ‌and its unit SPIL ⁠to develop more power-efficient technology for AI systems and processors. • The new power-efficient technology will support ⁠AMD's Venice CPUs, which are being built on Taiwan Semiconductor Manufacturing Co's (TSMC) advanced 2 nanometer process technology.

News Summary: AMD has begun production ramp of its 6th Gen AMD EPYC™ CPUs, codenamed “Venice,” marking a major milestone for the AMD and TSMC collaboration on 2nm technology“Venice” is the first HPC product in the industry to achieve production ramp on TSMC advanced 2nm technologyCritical milestone achieved as agentic AI workloads drive demand for accelerated AI infrastructure deploymentsAMD continues to drive 2nm product expansion with “Verano” a follow on to “Venice” with industry leading inte

News Summary: More than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructureIndustry-leading EFB-based 2.5D packaging to enable higher interconnect bandwidth and efficiency in 6th Gen AMD EPYC CPUs, codenamed “Venice”AMD Helios rack-scale platform with “Venice” and AMD Instinct MI450X GPUs on track for multi-gigawatt deployments beginning 2H 2026 SANTA CLARA, Calif., May 21, 2026 (GLOBE NEWSWIRE) -

STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth. The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications. Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.He added that the company's new "Vera" central processors give it access to a $200 billion market.Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.

Paul Meeks from Freedom Capital Markets says if and when Nvidia is able to do business steadily in China again, investors can expect a 15% increase to the company's revenues.

AMD's investments will focus on partnerships with companies to "advance" chip packaging and manufacturing required for next-generation AI infrastructure.

AMD's Helios product line and CPU competency should propel significant revenue growth. Click here to read why AMD stock is upgraded to Strong Buy.

Constellation Research's principal analyst and founder Ray Wang discusses Nvidia's Q1 earnings. He remains bullish on the company and attributes the sell-off in the stock to "the street is just looking for a reason to be a naysayer"

AMD has begun production ramp of its 6th Gen AMD EPYC™ CPUs, codenamed "Venice," marking a major milestone for the AMD and TSMC collaboration on 2nm technology"Venice" is the first HPC product in the industry to

More than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructureIndustry-leading EFB-based 2.5D packaging to enable higher

Riot Platforms (NasdaqCM:RIOT) is expanding its role in the AI value chain as AMD confirms a major 10 year AI infrastructure expansion at data centers operated by Riot. AMD plans to double its capacity at Riot facilities, signaling concrete AI related demand beyond Riot's core bitcoin mining business. Bernstein analysts have recently assigned outperform ratings, pointing to Riot's access to power rich data center hubs as a key advantage for AI workloads. For investors tracking...

It was generally a good day for tech hardware companies.

On Wednesday, May 20, 2026, Cathie Wood continued offloading AMD stock this week, redirecting capital into Cerebras and Bullish Inc.

Nvidia stock fell late despite strong earnings and guidance. Stocks rallied Wednesday as oil prices dived on Iran hopes.

Major U.S. indices closed Wednesday higher, with the Dow Jones Industrial Average gaining 1.3% to 50,009.35.

Today, May 20, 2026, falling oil prices boosted stocks as traders braced for Nvidia’s post-close report.

Stocks rally back with the Dow jumping more than 600 points as rate and oil fears ease.

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.

Nvidia reported an earnings and revenue beat on Wednesday, but the stock was still in negative territory heading into the company's conference call with investors, which is scheduled to start at 5 p.m.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

AMD (NasdaqGS:AMD) introduced Instinct MI350P PCIe GPUs, aimed at generative and agentic AI workloads in enterprise data centers. The GPUs are designed for air cooled, PCIe based servers to fit into existing data center infrastructure. Dell Technologies plans to begin initial deployments of the MI350P PCIe GPUs in its PowerEdge platforms starting July 2026. For investors watching AMD (NasdaqGS:AMD), the Instinct MI350P PCIe launch adds another piece to the company’s wider AI data center...

Cathie Wood built much of ARK's 2026 comeback on semiconductors. Now she keeps selling them. On Monday, May 18, her ARK Invest funds sold more than $28 million of Advanced Micro Devices (AMD) and Taiwan Semiconductor stock (TSM), two names that still rank among the top holdings in her flagship ...

Let's have a look at what is happening on the US markets one hour before the close of the markets on Wednesday. Below you can find the top S&P500 gainers and losers in today's session.

Nvidia has dominated the AI chip space since the start of the AI boom.

Nvidia Corporation ’s record Q1 beat shows booming AI data center growth, 75% margins, and an $80B buyback—yet valuation is stretched. Click for this NVDA update.

Explore the S&P500 index on Wednesday and find out which stocks are the most active in today's session. Stay updated with the stocks that are capturing market interest and driving market movements.

Nvidia Corporation's Q1 beats and $91B Q2 guide highlight AI demand, Blackwell ramp-up, and margin expansion—plus 26x valuation upside. Click for this NVDA update.

Intel is putting its five-day losing streak in the rear window as it looks to lock in a second straight day of gains Wednesday.

Nvidia’s Q1 beat and strong Q2 guidance show surging AI chip momentum and a reasonable valuation. Click here to read this earnings analysis of NVDA stock.