As capital markets navigate mid-summer volatility, Cathie Wood's ARK Invest has been quietly repositioning its flagship portfolios. The growth-focused asset manager made headlines throughout July 2026 by taking profits and trimming exposure to several market darlings.
Advanced Micro Devices, Inc. (AMD) Presents at AMD Advancing AI 2026 Transcript
I keep buying Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) because agentic AI is rewiring what an AI server needs, and the market still prices AMD like it only sells GPUs.
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) saw its price target raised to $600 from $450 by Wedbush following the chipmaker's Advancing AI 2026 event, with the analysts writing that new partnerships and improving supply chain conditions increased confidence in the company's data center AI growth trajectory. AMD hosted its Advancing AI 2026 event on Wednesday and Thursday, featuring a keynote presentation from CEO Lisa Su and management followed by an investor roundtable.
Artificial intelligence (AI) infrastructure is hitting a physical wall. As large language models grow exponentially in size, the legacy approach of throwing large, monolithic graphics processing units at the problem breaks down during the inference phase.
CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.
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The AI infrastructure trade has become a three-headed monster.
AMD: Management's Guidance Implies GPUs Are The Main Story For Now
The chip makers are best known for competing in the GPU business, but they're stepping up their offerings in the attractive market for server CPUs.
Chipmaker AMD is taking aim at competitor Nvidia with its latest hardware release: a rack-scale system designed to power computing needs of the world's largest AI labs.
Advanced Micro Devices (AMD) and Cerebras Systems (CBRS) have announced a technical partnership to develop a disaggregated artificial intelligence inference solution, combining AMD's Helios rackscale AI infrastructure with Cerebras' Wafer-Scale Engine technology. The companies unveiled the offering at Advancing AI 2026, saying the joint solution is designed to meet the growing demand for AI infrastructure capable of handling different inference workloads while improving efficiency and reducing latency.