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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. 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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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Revises 2026 Semiconductor Growth Forecast Upward to 94.1% on Surging AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1160442243","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160442243?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:43","pubTimestamp":1786513383,"startTime":"0","endTime":"0","summary":"Driven by AI demand consistently exceeding global supply capabilities, which is fueling robust growth in the DRAM and NAND markets, Omdia has revised its 2026 global semiconductor market 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