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The Latest Breaking News from AMD

Viking Global Dumps UnitedHealth, Loads Up On Disney, McDonald's, JPMorgan, AMD In Q2 Shake-Up

Andreas Halvorsen's Viking Global was busy rearranging its stock menu in the second quarter — trimming healthcare exposure, going big on consumer brands, and sprinkling in a few industrial and tech bets for flavor.

Benzinga

AMD made major gains on Intel in the desktop CPU market over the last year, but still lags significantly behind in mobile, according to a Mercury Research report

Those X3D desktop processors appear to be flying off the shelves.

PC Gamer

"We don't install secret tracking devices in our products," — NVIDIA responds to a new report suggesting US officials are adding trackers to AI chip shipments

In a new report from Reuters, it's claimed that trackers have been discovered in some AI chip shipments "at high risk of illegal diversion to China." That's terrible timing for NVIDIA, which is under the microscope due to national security concerns from Beijing officials.

Windows Central

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5 questions to ask yourself when buying a PC, from someone who reviews them for a living

Shopping for a new PC? Before you start building a wishlist or pricing out parts, ask yourself these five simple questions from an experienced PC reviewer.

Tom’s Guide

Xbox is so obsessed with cloud gaming and PC hybrids — it might miss the GTA 6 gold rush that could actually sell consoles

Hardware definitely isn't Xbox's focus anymore, but with all of its extra-curricular distractions, it could end up missing this easy opportunity to actually sell more Xbox Series X|S consoles than usual.

Windows Central

AMD's new budget AM4 gaming CPU looks solid in new benchmarks — Zen 3-based Ryzen 5 5500X3D trails Ryzen 5 5600X3D by 6% in PassMark

Twitter user discovers benchmarks for AMD's Ryzen 5 5500X3D, a Zen 3-based processor with 3D V-Cache.

Tom’s Hardware

Trump Administration Plans To Tax More American Companies on Overseas Sales

The president's revenue-sharing agreement on chip sales to China may pass legal muster, paving the way for effective export tariffs.

Reason

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Tesla Vehicles Could Get Video Game-Like Upgrade With Software Used For Fortnite

Tesla Inc (NASDAQ:TSLA) continues to advance vehicle technology that could make autonomous driving more readily available for its owners. A new report shows that Tesla's driver visualization could be getting an upgrade from a video game company.

Benzinga

HP's new Omen 35L comes in a 'Stealth' edition for people who hate RGB — and the Omen Max 45L got refreshed, too

HP updated its Omen 35L and Omen Max 45L to the latest parts from Nvidia and AMD, and added some slight design changes. New headsets and mics are also on offer from HyperX.

Tom’s Hardware

HP made a gaming PC for people who don't want to look like they own a gaming PC — meet the Omen 35L Stealth Edition

HP just announced an updated model of its Omen 35L, and one version has a "stealthy" design with no RGB lighting. This is the gaming HP I want.

Tom’s Guide

HP announces an updated set of Omen Max 45L RTX 5090 rigs with Ryzen CPUs, but no word on price yet leaves me worried

More Ryzen rigs feel like a good thing.

PC Gamer

HP Unveils Its Most Powerful Gaming Desktop Ever — And the Stealthiest, for Those Who Prefer a Minimalist Aesthetic

HP has unveiled the OMEN MAX 45L flagship gaming desktop PC powered by AMD and NVIDIA, as well as a refreshed HP OMEN 35L (with a new Stealth Edition).

Windows Central

Deeply Undervalued, Micron Technologies Stock Isn’t Pricing in AI

Micron's stock price is poised to move higher and may set a new high before the Q4 earnings release in September. Analysts' trends suggest a move to $200.

MarketBeat

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Semiconductor stocks Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Arm Holdings (NASDAQ:ARM), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), Micron Technology (NASDAQ:MU), Qualcomm (NASDAQ:QCOM), and Super Micro Computer (NASDAQ:SMCI) are trending on Thursday.

Benzinga

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Fortune

AMD’s billionaire CEO says AI is overwhelming right now—but she disagrees with former Google exec who predicts the tech will be a job-killer

As AI wipes the job market for Gen Z, AMD CEO Lisa Su insists she’s still hiring at the $300 billion semiconductor company—and believes humanity will not be outpaced by AI.

PC Gamer

White House says it's still working on the 'legality' of 15% China tax for Nvidia and AMD GPU sales as it threatens similar deals with other companies

You get the feeling Nvidia and AMD aren't arguing.

Tom’s Hardware

Microsoft brings native Xbox app gaming to Windows on Arm PCs – hints at bigger hardware shift ahead

Native Xbox games for Arm-based Windows 11 PCs is finally here

Fortune

U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable for the right fee.”

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MarketBeat

3 Companies That Will Profit From Trump's Semiconductor Tariffs

With President Trump’s recent announcement of a 100% tariff on imported semiconductors, these three American chipmakers are poised to profit.

Benzinga

Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries

Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD).

PC Gamer

OneXPlayer is releasing an ROG Flow Z13 competitor with its own massive gaming tablet powered by an AMD Ryzen AI Max+ 395

Will we finally see a gaming tablet that doesn't make us wish it was something else?

Tom’s Hardware

AMD's desktop PC market share hits a new high as server gains slow down — Intel now only outsells AMD 2:1, down from 9:1 a few years ago

AMD reached record desktop CPU market share and posted strong server gains in early 2025, while its mobile CPU position weakened, but revenue shares across all segments hit new highs.

Fortune

There’s one small problem with Trump’s export deal with Nvidia and AMD: The Constitution says it’s illegal

Also: All the news and watercooler chat from Fortune.

Benzinga

Lisa Su Pushes Back Against Mark Zuckerberg's $100 Million AI Hiring Frenzy: 'Money is important... Not Necessarily The Most Important Thing'

Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su has rejected Silicon Valley's escalating million-dollar AI talent war, highlighting mission alignment and workplace impact over staggering salaries.

Benzinga

Jim Simons' Renaissance Q2 Tech Shake-Up: Adds Netflix, Apple While Showing Chipmakers Broadcom, AMD The Door

Late investor Jim Simons‘ fund, Renaissance Technologies LLC, executed a major shake-up of its technology holdings in the second quarter, doubling down on streaming and consumer electronics while completely exiting major chipmaker stocks.

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