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01.04.26 - 16:54
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Wall Street Flags Advanced Micro Devices as a Buy Before Earnings (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) is drawing fresh institutional attention ahead of its next earnings report. Wells Fargo added AMD to its Q2 Tactical Ideas List with an Overweight rating and a $345 price target, citing a positive setup into Q1 results driven by continued indications of strong EPYC server CPU demand plus additional GW-scale AI ... Wall Street Flags Advanced Micro Devices as a Buy Before Earnings
The post Wall Street Flags Advanced Micro Devices as a Buy Before Earnings appeared first on 24/7 Wall St.....
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01.04.26 - 16:31
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Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector (24/7 Wall St.)
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The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect distinct catalysts, but together they signal that investors are choosing company-specific optimism over macro caution today. INTC stock opened at $44.13 and is trading near $47.50 as ... Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector
The post Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector appeared first on 24/7 Wall St.....
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01.04.26 - 09:06
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AMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy (Digitimes)
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Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced on March 30, 2026, plans to acquire a stake in chemical mechanical planarization (CMP) equipment firm Sizone through a combination of share issuance and cash. This move could mark AMEC's entry into the wet process segment, an area where it previously had limited presence....
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31.03.26 - 20:06
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Oracle Firing Tens Of Thousands As CDS Explodes To Financial Crisis Record (ZeroHedge)
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Oracle Firing Tens Of Thousands As CDS Explodes To Financial Crisis Record
Two months ago, when ORCL announced it would raise $50 billion in a combination of stock and bonds to ease market fears about its soaring funding costs and lack of actual revenues and "to build additional capacity to meet the contracted demand from the company's largest cloud customers, including Advanced Micro Devices, Meta Platforms, Nvidia, OpenAI, TikTok and xAI" we said that this latest example of financial engineering, which perhaps most importantly was meant to push its soaring Credit Default Swap lower, was doomed to fail.
We didnt have long to wait: since the Feb 1 announcement, the stock has tumbled to fresh multi year lows...
... but the big risk is that despite the company's best equity-diluting intentions, ORCL 5 Year CDS just hit the widest on record, a level first (and only) seen during the global financial crisis.
This is a problem because despite Larry Ellison's best efforts to convince ...
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30.03.26 - 19:42
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Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads (24/7 Wall St.)
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Intel (NASDAQ:INTC) shares are sliding 5% in Monday trading, pulling back to the $41 area. Advanced Micro Devices (NASDAQ:AMD) is also in the red, falling 3% to $196 and change. The pullback carries a sharp irony. Both stocks surged last Wednesday, March 25, after reports emerged that Intel and AMD plan to raise CPU prices ... Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads
The post Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads appeared first on 24/7 Wall St.....
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