According to @CNBC, analysts issued fresh calls on Nvidia, AMD, Intel, Dell, Apple, Tesla, Meta, and SpaceX, highlighting AI server and chip demand.

According to CNBC... AMD will ship Helios rack-scale AI systems to customers including Microsoft, signaling new competition in data center AI.

According to @CNBC, AMD unveiled Helios rack-scale AI systems and named Microsoft a buyer, signaling fresh competition with Nvidia.

According to CNBC... Analysts highlight Nvidia, Tesla, AMD, Palantir, Microsoft, and SpaceX with fresh targets and AI-driven upside.

According to @CNBC, analysts moved on Nvidia, SK Hynix, Apple, SpaceX, Broadcom, AMD, and Netflix, citing AI demand and chip spend outlook.

According to @CNBC, Wall Street issued new calls on Nvidia, AMD, Meta, Tesla, SpaceX, and more, flagging AI hardware, chips, and platforms as key 2026 plays.

According to @CNBC, Samsung missed AI-fueled earnings expectations, triggering a chip stock selloff and raising concerns over HBM and data center demand.

According to CNBC, Wall Street raised views on Nvidia, AMD, Micron, and Netflix, signaling stronger AI chip demand and data center growth.

According to TheRundownAI, Odyssey raised $310M at a $1.45B valuation and demoed Agora-1 world models generating interactive GoldenEye-like gameplay.

According to @CNBC, Jim Cramer says AI leadership moved to hardware, energy, and networking stocks as demand for compute and power surges.

According to CNBC... Micron, Intel, and AMD gained $2T in Q2 as AI chip demand surged, signaling capex and data center growth opportunities.

According to @CNBC, Wall Street raised views on Nvidia, Alphabet, AMD and Broadcom, highlighting AI demand, data center chips, and inference revenue growth.

According to @CNBC, top analysts moved on Nvidia, AMD, Tesla, Arm, and Reddit, signaling AI-driven revenue upside and software margins in 2026.

According to @CNBC, UBS cites sky high CPU demand driving chip stock gains and projects further upside for leading suppliers and foundries.

According to @CNBC, analysts boosted Nvidia, AMD, Broadcom and Adobe on AI demand, while SpaceX and Kratos drew defense AI interest.

According to AndrewYNg, a new Deeplearning.ai course with AMD teaches LLM internals, attention, RAG, and GPU inference optimization for faster deployment.

According to DeepLearningAI, a new AMD-backed course with Sharon Zhou tackles slow inference, hallucinations, and scaling costs in LLMs.

According to @gdb, OpenAI launches MRC with AMD, Broadcom, Intel, Microsoft, NVIDIA to speed training and cut GPU waste, now running in production.

According to OpenAI... MRC, built with AMD, Broadcom, Intel, Microsoft, and NVIDIA, improves large AI training throughput and reliability with less GPU waste.

According to DeepLearning.AI, AMD’s Anush Elangovan said engineering is shifting from coding to intent steering, urging teams to adopt agentic AI now.