Advanced Micro Devices Inc

• 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.
• Nvidia Details New A.I. Chips and Autonomous Car Project With Mercedes - At the CES conference, Jensen Huang, the company’s chief executive, said the more efficient and powerful chip would begin shipping later this year.
• Chip stocks rally to start 2026 after third-straight winning year - Investors piled into the winning artificial intelligence-adjacent sector following another big year of gains.
• Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape - Big Tech is remaking the U.S. map into an AI empire — kingdom-scale data centers, unprecedented debt, power constraints, and a near-religious belief in scaling.
• These 5 infrastructure stocks have more than tripled this year on the AI trade - While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.
• Here are 5 bear cases for Nvidia — and why each one of them is wrong - It's a brutal parade of horrors, so steel yourself, and — spoiler alert — I don't believe any of it.