Advanced Micro Devices Inc

• Oracle dips 3% after announcing $50 billion fundraising plans. Here's why - The tech giant has invested huge sums in the AI infrastructure buildout in recent times
• Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues - ASML is experiencing several tailwinds including an expectation of increased chipmaking capacity and continued demand for AI semiconductors.
• Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' - The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid the AI infrastructure buildout.
• OpenAI has committed billions to recent chip deals. Some big names have been left out - OpenAI has inked multibillion-dollar deals with AI chipmakers including Nvidia, AMD, Broadcom and Cerebras.
• Trump administration clears way for Nvidia H200 chip sales to China with a 25% surcharge - The H200's performance has been exceeded by two generations of Nvidia chips currently in production, the Blackwell and Rubin.
• The AI question every job candidate on interview should be prepared to answer - AI may not be responsible for most layoffs to date, but workers will increasingly need to defend their jobs in terms that directly relate to the technology.
• AI memory is sold out, causing an unprecedented surge in prices - Three primary memory vendors — Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
• Intel stock rises after Trump touts 'very successful' CEO, applauds government's investment - In a post on Truth Social, President Trump said he just met with Intel CEO Lip-Bu Tan, and applauded the company for launching a processor in the U.S.
• AMD's Lisa Su says AI isn't replacing people, but is changing who they hire - AMD CEO Lisa Su said AI has not slowed the pace of hiring at the company.
• Memory chip giants spark global semiconductor rally as shortages stoke price hikes - Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year.