AMD

Acer today announced the expansion of its Aspire AI lineup of Copilot+ PCs with four new models: the Acer Aspire X 16 AI laptop, Acer Aspire 18 AI laptop, and Acer Aspire C27 AI and Aspire C24 AI all-in-one desktops. Showcasing intuitive AI capabilities coupled with the latest processing power, these Windows 11 PCs offer varied configuration options, combining powerful computing with modern designs for a range of user needs and scenarios.

Dell is on pace for its best day ever after reporting record sales growth. It's our Chart of the Day. The Investment Committee debate how to trade the name now.

AMD Could Ride the Next AI Wave to Huge Earnings Growth, Wolfe Says

Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This is 3rd inning, 1 out in a 9-inning game.” If you accept that framing, the implication for chip stocks, hyperscalers, and even the ... Wedbush’s Dan Ives: AI Revolution Is Only in Third Inning. Here’s Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

Rambus (NASDAQ:RMBS) has become one of the more interesting names in the AI infrastructure supply chain, and it remains under the radar for most investors. This is the memory bandwidth IP company sitting underneath the entire AI buildout, yet awareness outside semiconductor circles is limited. That gap between fundamentals and recognition is what makes the ... Every AI Chip on Earth Needs This Company’s Technology. It Has an 80% Gross Margin. And You’ve Probably Never Heard of It

In recent developments within the AI Chips arena, Ultimo has introduced an expanded suite of digital workers aimed at transforming industrial maintenance operations. These AI-driven assistants are designed to integrate intelligence directly into the workflows of maintenance teams, covering functions such as planning, technician support, and health, safety & environment (HSE) management. Accessible through platforms like Microsoft Teams, these digital workers address crucial challenges such as...

CNBC’s Kristina Partsinevelos reports on Dell as the laptop maker surged after raising its full-year guidance.

June S&P 500 E-Mini futures (ESM26) are trending up +0.18% this morning as investors became more confident that the U.S. and Iran are nearing a deal.