AMD

AMD stock edges higher premarket, riding the AI wave. Check out the key technical support levels and Wall Street price targets for AMD.

Chris Miller, Tufts Fletcher School professor and ‘Chip War’ author, joins 'Squawk Box' to discuss the state of the chips sector, what's behind the momentum in chip stocks, U.S.-China chip war, and more.

At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen ‌Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on ‌Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution. AMD CEO Lisa Su also said last week that the company would invest more than $10 billion in Taiwan's AI sector, adding that it was co-investing with Taiwanese partners to ensure sufficient capacity for expansion in 2026 and beyond.

Wood trimmed her stake in AMD, while buying Cerebras stock.

Intel stock holds its bullish trend as Arc G-series chips debut. Check out the key $102.50 support and July earnings outlook.

TSMC (TSM) stock advances premarket to $427.49 as the chip king targets a 30% power reduction by 2028. See why NVIDIA's massive Vera Rubin ramp keeps targets at $480.

The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.

A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.