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great earnings haven't been good enough for AI hardware stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2659187222","media":"Morning Star AU","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659187222?lang=en_us&edition=fundamental","pubTime":"2026-08-13 00:00","pubTimestamp":1786550400,"startTime":"0","endTime":"0","summary":"Key takeawaysAI hardware stocks, from memory chipmakers to factory firms, are seeing prices fall despite strong second-quarter earnings. 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Micro Devices Inc Stock (AMD) Moved Up by 3.02% on Aug 12: Facts Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2658065659","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658065659?lang=en_us&edition=fundamental","pubTime":"2026-08-12 23:15","pubTimestamp":1786547726,"startTime":"0","endTime":"0","summary":"• AMD shares rose due to renewed institutional buyer interest and favorable analyst updates.\n• Second-quarter revenue grew significantly, driven by doubling data center sales and AI demand.\n• The MACD indicates a sell signal, while the RSI reflects neutral market 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Beat Revenue at $11.5B and Data Center +107% — But the Stock Just Broke $476 Support","url":"https://stock-news.laohu8.com/highlight/detail?id=2658071905","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658071905?lang=en_us&edition=fundamental","pubTime":"2026-08-12 23:00","pubTimestamp":1786546800,"startTime":"0","endTime":"0","summary":"AMD posted strong Q2 ($11.5B revenue, +50% YoY) but stock broke $476 support. Now at $474.21 testing $455.38. Triangle breakdown, RSI 44 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AMD Executive Patrick Moorhead Says Nvidia Is Copying Intel’s Past Strategy to Suppress AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2658920570","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658920570?lang=en_us&edition=fundamental","pubTime":"2026-08-12 16:37","pubTimestamp":1786523865,"startTime":"0","endTime":"0","summary":"TradingKey - On August 11, Eastern Time, Patrick Moorhead, a former AMD (AMD) executive and founder and chief analyst of Moor Insights & Strategy, recalled on social media that whenever AMD made technological progress, Intel (INTC) would expand its own product lineup. Having personally experienced the long-term competition between the two companies, he now believes that the same strategy is replaying in the AI field, except that the main protagonist has shifted to Nvidia 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Stock surged then fell 7%, now breaking $475 support. $456 next test.\n 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Homegrown AI Chips Set to Grab 90% of Domestic Market by 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2658638600","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658638600?lang=en_us&edition=fundamental","pubTime":"2026-08-10 13:58","pubTimestamp":1786341480,"startTime":"0","endTime":"0","summary":"0558 GMT - The share of foreign AI chip suppliers such as Nvidia and AMD in China is expected to fall to roughly 10% in 2026, as geopolitical headwinds continue to stifle foreign solutions, according to research firm TrendForce. Despiste that, China's high-end AI chip market is projected to expand rapidly, with shipments rising more than 83% year on year, TrendForce says. Domestic alternatives are expected to capture nearly 90% of the market, driven by chips developed by China's leading cloud and technology companies, and local semiconductor firms including Huawei and Cambricon. To maintain a presence in the market, Nvidia is expected to shift its focus to a lower-end product aimed at enterprise customers running smaller AI training and inference workloads, TrendForce 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