Meta Platforms Inc. (NASDAQ:META) heads into third-quarter earnings with investors balancing strong AI-driven advertising momentum and early enthusiasm around Muse against heavy infrastructure spending, enterprise restrictions and questions over when the new AI agent...
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Technology
EXCLUSIVE: Is AI Growth Slowing Down? Memory Industry Expert Says It’s ‘Too Early’ To Tell
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...
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...