#amd

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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · 1d ago
The New Republic | Trump Has Made Bank Off Stocks From Companies With Federal Contracts by Edith Olmsted AI generated summary, Read the full article for complete information. Donald Trump has reportedly profited from millions of dollars in stock trades involving tech firms and government contractors that benefit from federal contracts, including Nvidia, AMD, Palantir, and others, according to a financial disclosure cited by NOTUS. The filing shows he bought sizable positions in Nvidia in early February and January 2026—coinciding with the company’s AI chip deals with Meta and subsequent approvals for sales to China—while also purchasing AMD stock that was later cleared for Chinese customers, and repeatedly buying and selling Palantir shares around large Department of Homeland Security contracts and his own public calls for investors to buy the stock. In the first quarter of 2026, Trump shifted from bonds to more than 3,600 individual trades, prompting the White House to claim his family was unaware of the transactions, a stance critics denounce as blatant corruption and market manipulation by the president who oversees the very agencies awarding these contracts. Read more: https://newrepublic.com/post/210518/donald-trump-stocks-federal-contracts #DonaldTrump #Nvidia #Meta #JensenHuang #AMD #Palantir #HomelandSecurity #WhiteHouse #AI #breakingnews #governmentcontracting #insidertrading #politics #republicanparty #stockmarket #stocks #technology
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · 4d ago
US Top News and Analysis | Here are Wednesday's biggest analyst calls: Nvidia, Apple, Micron, Amazon, AMD, Johnson & Johnson & more AI generated summary, Read the full article for complete information. On Wednesday, May 13, CNBC’s analyst‑call roundup highlighted a series of upgrades and price‑target changes across a range of stocks. Oppenheimer reiterated an Outperform rating on Nvidia, projecting a $265 target and a near‑2.5% dividend yield if half of its free cash flow is returned to shareholders. Daiwa upgraded Apple to Outperform with a $325 target, citing its strong ecosystem. UBS raised KE Holdings to Buy, citing upside in tier‑1 Chinese cities, while Argus upgraded Wendy’s to Buy ahead of a potential go‑private deal. Truist moved Sensata Technologies to Buy, pointing to a stabilized auto business and AI exposure. Bank of America reinforced its Buy stance on Micron and Nvidia, lifting Nvidia’s target to $320 and Micron’s to $950, driven by AI‑related memory demand. Additional upgrades included Concept Therapeutics (Buy, $72 target), Zebra Technologies (overweight, $305 target), CoinShares (outperform), Akamai (Buy, $175 target), NextDecade (Buy, $11 target), Vestis (outperform), Unusual Machines (Buy), Heico (Buy), Mosaic (outperform), Venture Global (Buy, $17 target), and several others with price‑target adjustments and rationale ranging from sector strength to turnaround potential. Read more: https://www.cnbc.com/2026/05/13/wednesdays-big-stock-calls-by-wall-street-analysts-include-nvidia-apple.html #Nvidia #Apple #MicronTechnology #AMD #Amazon
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · 5d ago
US Top News and Analysis | AI super rally has retail investors acting the most aggressive since trading frenzy during Covid AI generated summary, Read the full article for complete information. Retail traders are showing their most aggressive bullish behavior since the Covid‑driven surge, snapping up call options on Cboe’s “Mag 10” stocks (the seven mega‑caps plus AMD, Palantir and Broadcom) at the strongest 10‑day pace since 2021, with 52% of new positions being call‑buys and only 17% call‑sells, indicating a shift away from hedging. Call premiums on out‑of‑the‑money Nasdaq‑100 contracts have risen to a 52‑week high, and the index has set a new record, up more than 16% year‑to‑date, propelled by a semiconductor rally that now comprises nearly 20% of the S&P 500. This concentration has driven options traders toward single‑stock bets, widening the Cboe S&P 500 Constituent Volatility Index relative to the VIX, while Robinhood data shows retail investors heavily buying tech giants such as Nvidia, Tesla, Micron, AMD and Microsoft and shorting laggards like Costco, UnitedHealth and Alibaba. Read more: https://www.cnbc.com/2026/05/12/ai-super-rally-has-retail-investors-acting-the-most-aggressive-since-trading-frenzy-during-covid.html #MandyXu #SteveQuirk #Cboe #Robinhood #Nvidia #Tesla #AMD #Microsoft #Alibaba #Nasdaq_100 #
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bsrtech
@bsrtech@flipboard.social · May 09, 2026
https://www.trendforce.com/news/2026/05/06/news-amd-lifts-server-cpu-outlook-to-35-cagr-120b-by-2030-warns-on-memory-driven-pc-gaming-weakness-in-2h26/ " As agentic AI fuels CPU demand, AMD expects server CPU sales to surge 70%+ YoY in 2Q, while projecting the server CPU TAM to hit US$120B by 2030—reportedly more than triple the combined 2025 data center revenue of itself and Intel." #AMD #Intel #CPU #Server #AgenticAI
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In reply to
siltaer
@siltaer@piaille.fr · May 06, 2026
L’AVIF prend enfin ses aises sur Internet : c’est quoi ce format d’image ? https://next.ink/124294/lavif-prend-enfin-ses-aises-sur-internet-cest-quoi-ce-format-dimage/ Avec la sortie d’Edge 121, le dernier grand navigateur se dote de la compatibilité avec l’ #AVIF. Ce format d’image, disponible officiellement depuis presque cinq ans, avait été créé pour prendre la relève du #JPG. Aujourd’hui, le format peut-il accomplir sa mission ? Il y aura bientôt dix ans, la question du remplaçant du vénérable JPEG se posait déjà. En 2015, plusieurs grandes entreprises du numérique se sont rassemblées pour travailler sur la question. #Alphabet #Amazon #AMD #Apple #Cisco #Intel #Meta #Mozilla #Microsoft #Netflix ainsi que #Tencent. #AV1
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bsrtech
@bsrtech@flipboard.social · May 05, 2026
AI isn't just hungry for GPUs anymore — it's eating CPUs too. In 2026, server CPU lead times have stretched up to a year, prices are up 20%, and both Intel and AMD are sold out. The culprit? The shift from AI training to real-time agentic AI, which is pushing CPU-to-GPU ratios from 1:8 toward 1:1 in data centers. If you're managing IT assets, this changes your buying AND selling calculus. We break down what's driving the crunch, what's coming next (hint: Nova Lake and Zen 6 are both delayed to 2027), and how to turn the shortage to your advantage. https://www.buysellram.com/blog/why-ai-is-causing-a-global-cpu-shortage-and-what-it-means-for-your-business/ #ServerCPU #CPUShortage #AIInfrastructure #Intel #AMD #ITAD #DataCenter #ITAssetManagement #TechNews #EnterpriseIT #CPUPrices2026 #AgenticAI #technology
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Firesphere
@Firesphere@cloudisland.nz · Apr 28, 2026
After the #Software that runs on my #Computer systems, there's of course the #Hardware side as well! #AMD, #ATi, #nVidia, and #Intel, I've had it all! https://firesphere.dev/articles/how-it-all-started-hardware?mtm_campaign=social&mtm_kwd=mastodon
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · Apr 25, 2026
US Top News and Analysis | Semiconductor names make up a big portion of this week’s most overbought stocks AI generated summary, Read the full article for complete information. Semiconductor stocks dominated this week’s most‑overbought list, with six chip makers—including AMD, ON Semiconductor, NXP, Microchip, Texas Instruments and Analog Devices—flagged by a 14‑day RSI above 70 as the S&P 500 and Nasdaq rallied on optimism around U.S.–Iran peace talks and strong AI‑related demand; Texas Instruments surged after beating Q1 earnings and posting upbeat guidance, while AMD and Intel also rose on broader CPU demand. United Rentals and West Pharmaceutical joined the overbought ranks, whereas defense names such as Northrop Grumman, Lockheed Martin, RTX and L3Harris fell into oversold territory amid easing Middle‑East tensions, and Tractor Supply dropped sharply after weak quarterly sales, highlighting a market increasingly narrowed to semiconductor performance. Read more: https://www.cnbc.com/2026/04/25/semiconductor-names-make-up-a-big-portion-of-this-weeks-most-overbought-stocks.html #AMD #TexasInstruments #AnalogDevices #CameronDawson
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TheBadPlace
@TheBadPlace@mastodon.ozioso.online · Apr 24, 2026
US Top News and Analysis | Buying chip stocks is getting pricey. Traders don't care AI generated summary, Read the full article for complete information. Semiconductor stocks have surged, with the VanEck Semiconductor ETF (SMH) up over 30% this month and implied volatility rising, making options increasingly costly. The rally intensified after Intel posted earnings that lifted its shares 23% and pushed its market value above $400 billion, while AMD jumped 15%. Memory makers Micron and Sandisk see strong bullish option signals, with calls outnumbering puts two‑to‑one and call premiums four times higher than puts. Nvidia, though less volatile, still attracted heavy call buying, highlighted by a trader purchasing 7,500 $230‑strike calls worth $413,000 ahead of its May 20 earnings, reflecting continued trader confidence despite pricey options. Read more: https://www.cnbc.com/2026/04/24/buying-chip-stocks-is-getting-pricey-traders-dont-care.html #VanEck #Intel #AMD #Nvidia #SMHETF AI generated summary, Read the full article for complete information.
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moira
@moira@mastodon.murkworks.net · Apr 22, 2026
AMD have apparently blacklisted GamersNexus after their series on AMD and Lisa Su shoving money to the Shitstain via several ways including the MAGA, Inc PAC: https://www.youtube.com/watch?v=p6O4LCmah98 #GamersNexus #InvestigativeReporting #TechNews #AMD #LisaSu #news
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newsgroup
@newsgroup@social.vir.group · Apr 13, 2026
AMD GAIA just became a true desktop app — now you can build custom AI agents via chat, load your own documents, and run everything locally without sending a single byte to the cloud. Llama 3.3, Mistral, Phi-4 — all on your hardware. Full setup guide: https://newsgroup.site/amd-gaia-local-ai-agent-desktop-guide-2026/ #AI #LocalAI #Privacy #AMD #Linux
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Larvitz
@Larvitz@burningboard.net · Apr 11, 2026
I tried out the Gemma AI models from Google, running locally on my AMD APU (Ryzen 7 Pro 7840U with Radeon 780M) and asked it some questions about ZFS send / receive. gemma-4-26B-A4B-Q4_K_M: 14.29 tok/sec . The information, it generated, was factually correct and well laid out. Not the fasted, and surprisingly good. gemma-4-E4B-Q4-K_M: 26 tok/sec. The information was completely wrong BS with made up parameters. The presentation was confident and well laid out. But it generated it quickly 😂 Bottom line: confidently incorrect at high speeds. #ai #gemma #lmstudio #llm #generativeAI #amd #radeon
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hbrpgm
@hbrpgm@adalta.social · Mar 15, 2026

📺 https://peer.adalta.social/w/vHAjikVZHcjDxNFUgfSHxy 🔗 🇩🇪🇺🇸🇫🇷 🔗 ℹ️

ASRock nutzt den Launch der RX 9060 XT, um in einem aufstrebenden Markt Fuß zu fassen.

#amd #gpu #radeon #setupgaming #pcgamer

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monkeyninja
@monkeyninja@10base2.dev · Mar 02, 2026
Looks like the latest available drivers from #AMD (26.2.2 at the time I’m writing this) for my system now come with an #AI bundle option where it installs several applications with AI components. This is thankfully not enabled by default but that may change in future versions so maybe just keep your eyes open when running driver updates if you’re on AMD hardware like I am. It feels like a losing battle at this point to try and keep AI away from my life but fuck it…it’s my life and I get to pick which hill I’m going to die on.
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windowscult
@windowscult@flipboard.social · Feb 21, 2026
Choose AMD for best gaming performance, value, efficiency, and future-proofing, and Intel for top single core performance, high memory speed. https://windows101tricks.com/intel-vs-amd-processors/ #CPU #processor #computer #PC #tech #PChardware #AMD #Intel
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DLink__dup_41552
@DLink__dup_41552@posthat.ca · Feb 19, 2026
A sight rarely seen 🙂 #PC #gaming #AMD
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heiseonline
@heiseonline@social.heise.de · Feb 06, 2026
Nvidia-Grafikkarten: GeForce RTX 6000 könnten erst 2028 erscheinen Der Super-Refresh der GeForce RTX 5000 ist offenbar gestrichen. Bis zur neuen 6000er-Generation könnten noch zwei Jahre vergehen. https://www.heise.de/news/Nvidia-Grafikkarten-GeForce-RTX-6000-koennten-erst-2028-erscheinen-11167893.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon #AMD #AMDRadeon #Grafikkarten #IT #Nvidia #NVIDIAGeForce #Speicher #news
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