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Why Open Source AI Could Be the Best Bet for Developers and Investors
Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing. Dec 13, 2025 - $AMD
Assessing AMD (AMD) Valuation After Recent Share Price Pullback
Advanced Micro Devices (AMD) has had a choppy few weeks, with the stock sliding roughly 18% over the past month after a strong run in the past 3 months and year to date. See our latest analysis for Advanced Micro Devices. That pullback comes after a huge run, with AMD’s 90 day share price return of about 33% and a 1 year total shareholder return above 66%. This suggests momentum is cooling, but the longer term growth story is still very much intact. If AMD’s recent swings have you rethinking... Dec 13, 2025 - $AMD
Why Vertiv (VRT) Stock Is Down Today
Shares of data center products and services company Vertiv (NYSE:VRT) fell 7.7% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns." Dec 12, 2025 - $AMD
Why Bloom Energy (BE) Shares Are Trading Lower Today
Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) fell 6.6% in the morning session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns." Dec 12, 2025 - $AMD
Why AMD (AMD) Shares Are Sliding Today
Shares of computer processor maker AMD (NASDAQ:AMD) fell 4.3% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns." Dec 12, 2025 - $AMD
China Prepares as Much as $70 Billion in Chip Sector Incentives
The final details of those incentives, exact amounts and target companies are still getting worked out, the people added. The scale of the effort — which on the lower end begins to approach the amount of capital Washington set aside for the Chips Act — underscores Beijing’s resolve to reduce its reliance on foreign chipmakers such as Nvidia Corp. It suggests the government will continue to support the likes of Huawei Technologies Co. and Cambricon Technologies Corp. even after the Trump administration approved the sale of Nvidia chips such as the more powerful H200 into China. At the maximum end, the proposal translates into the largest-ever state-backed semiconductor incentives program conceived, at a time nations from Europe to the Middle East are seeking to ensure local production and supply of a component considered critical to AI and national security. Dec 12, 2025 - $AMD
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