Chipmakers on a Wild Ride: Earnings Hiccups, New Highs & Geopolitical Twists The past week’s AI chip boom saw both turbulence and triumph. Advanced Micro Devices (AMD) and server-maker Super Micro Computer (SMCI) – once high-flying “AI plays” – plunged after underwhelming earnings, briefly shaking faith in the AI hardware rally. AMD’s data-center chip sales…
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Overview: The AI Stock Market’s Meteoric Rise The stock market is in the midst of an AI-fueled rally, with artificial intelligence now seen as the next transformative tech revolution for businesses and investors. Since the debut of OpenAI’s ChatGPT in late 2022 – heralded by Nvidia’s CEO Jensen Huang as the “iPhone moment” of AI…
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