Memory chip stocks had a punishing week. Yet, the shortage that powered their rally has not gone away. That disconnect is what MS Hwang, research director at Counterpoint Research, sees in the sell-off. "While most of these negative indicators miss the point or...
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Shanthi Rexaline
AMD Challenges Nvidia’s AI Inference Lead, SemiAnalysis Finds
Advanced Micro Devices Inc. (NASDAQ:AMD) is closing the gap with Nvidia Corp. (NASDAQ:NVDA) in AI inference at a pace that has surprised even researchers who previously criticized AMD’s software. SemiAnalysis researchers said Wednesday they watched AMD’s existing GPUs...
3 Top Energy Stocks for 2027
The Setup The energy sector is entering 2027 with a set of converging tailwinds that were not fully visible twelve months ago. Surging LNG demand from Europe and Asia, an offshore investment cycle generating an estimated $100 billion in annual final investment...