Meta Shifts Focus to Google AI Chips, Sending Nvidia Shares Down 4% and Alphabet Up 4%
Meta Platforms' consideration of Google's AI chips triggers a 4% drop in Nvidia shares and a 4% surge in Alphabet, signaling a potential shift in AI hardware dominance.
AMD is set to host its first Analyst Day in three years, with investors focused on the company's AI market share strategy, TAM outlook, and profitability guidance, as Wall Street anticipates upward revisions to AI market forecasts and key updates on customer acquisitions and gross margins.
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AMD Holds Analyst Day Today – Focus on 'AI Market Share' Remarks
AMD is set to host its first Analyst Day in three years, with investors focused on the company's AI market share strategy, TAM outlook, and profitability guidance, as Wall Street anticipates upward revisions to AI market forecasts and key updates on customer acquisitions and gross margins.
'Samsung HBM3E Adopted'—AMD Announcement Shifts Market Focus to Nvidia
AMD's confirmation of Samsung's HBM3E in its latest AI accelerators shifts market focus to Nvidia, as industry eyes potential approval that could reshape the HBM landscape.
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