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Shares Rise After CFO Says Total Addressable Market Could Hit $3 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=2666371208","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666371208?lang=en_us&edition=fundamental","pubTime":"2026-09-09 00:59","pubTimestamp":1788886740,"startTime":"0","endTime":"0","summary":"Shares of Advanced Micro Devices rose after the company said its total addressable market could reach $3 trillion by 2030.The stock advanced 6% to $508.08. Shares have more than doubled this year.The maker of high-performance computing processors said in July it expected its total addressable market to be roughly $2 trillion in 2030. On Tuesday, Chief Financial Office Jean Hu said at a conference that number could range as high as $3 trillion.Demand is booming for GPUs, CPUs and AI PCs, Hu said. AMD's data center business also is expected to double next year, she said.The company plans to launch a new GPU this quarter, with the business growing faster in the fourth quarter and next year, Hu said. AMD also has  increased supply in the constrained CPU market, which will help the business expand more than 80% during the second half of this year, compared with the same period the year before.\"This AI super investment cycle is at the very beginning, and over time, we're going to continue to","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BQXX3F31.USD","AMYY","LU0823434583.USD","BK4566","LU0390134368.USD","SGXZ81514606.USD","SAMD0main","AMDY","AIS","LU0979878070.USD","IE00B1BXHZ80.USD","AMUU","LU0109392836.USD","USXF","BK4588","IE00B5949003.HKD","LU2108987350.USD","LU2242649171.HKD","LU0174119429.USD","LU0210536198.USD","LU1804176565.USD","LU2264538146.SGD","AMD","LU2458330243.SGD","LU0274383776.USD","BAI","AMDS","FAI","IE00BKVL7J92.USD","LU2098885051.SGD","AIQ","GAMR","LU1951198990.SGD","AMDW","AMDD","BK4573","LU1951200564.SGD","LU1242518857.USD","BK4141","LU0719512351.SGD","LU2462591350.SGD","SGXZ99366536.SGD","BK4534","LU1242518931.SGD","LU0127658192.USD","LU0198837287.USD","LU0823434740.USD","LU2361044949.HKD","IE00BZ1G4Q59.USD","LU2361045086.USD","LU0889566641.SGD","QQQA","BK4614","TRFK","LU1861558580.USD","LU1880398554.USD","IE00BMPRXR70.SGD","LU2250418816.HKD","LU2265009873.SGD","LU2236285917.USD","LU2361044865.SGD","XNTK","LU2417539215.USD","AMDG","LU1880398471.USD","LU0082616367.USD","LU2054465674.USD","CHPS","FTXL","LU0642271901.SGD","LU1989772840.SGD","BK4512","LU1988902786.USD","LU1064131342.USD","LU2456880835.USD","IE0001KFT4U8.USD","TTEQ","LU2543165471.USD","ILDR","LU2360106780.USD","LU2860962120.EUR","TEK","IE00BMPRXN33.USD","BK4554","CNAV","IE0009356076.USD","LU0081259029.USD","LU2896262040.SGD","BK4543","BK4605","IE0004445239.USD","LU1232071149.USD","DAMD","SGXZ51526630.SGD","LEGR","CHAT","LU1923623000.USD","LU0823421416.USD","SOXX","ARTY","BK4529","LU1852331112.SGD","LU2461242641.AUD","BK4612","LU0823421333.USD","LU1303367103.USD","IETC","LU0889565833.HKD","SMH","LU1861220033.SGD","LU0792757196.USD","WUGI","IE00BQXX3C00.GBP","AMDU","LU2089985449.USD","AMDL","LU0056508442.USD","IE00BQXX3D17.EUR","SOXY","LU0786609619.USD","LU2290526834.HKD","AMDC","LU0133085943.USD","LU2247934214.USD","IE00BMPRXQ63.HKD","LU1861559042.SGD","LU1989764748.USD","LU1803068979.SGD","LU2360107168.USD","PSI","LU1989764664.SGD","SMHX","BK4585","LU2931357623.SGD","LU2355687059.USD","LU0251132253.USD","SG9999001424.SGD","LU1316542783.SGD","LU1989772923.USD","WISE","BK4575","LU0048584097.USD","LU2458330169.SGD","LU1861215975.USD","LU1267930813.SGD","BK4532"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666584105","title":"How Technology Stocks Have Influenced Broad Value Indexes","url":"https://stock-news.laohu8.com/highlight/detail?id=2666584105","media":"Morning Star","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666584105?lang=en_us&edition=fundamental","pubTime":"2026-09-09 00:00","pubTimestamp":1788883200,"startTime":"0","endTime":"0","summary":"Source: Morningstar Direct. Data as of May 31, 2026. Download CSV.In other words, the recent additions of Amazon.com, Apple, or Microsoft didn’t cause the increase. Smaller tech stocks already in the Russell 1000 Value went on a tear over the 12 months leading up to the rebalance. Their revenue and earnings grew with demand for the semiconductors and memory chips they develop and manufacture, and their market caps and valuations increased accordingly.The table below shows the rate of return of the largest technology stocks in the Russell 1000 Value over the 12 months leading up to the June rebalance. Alphabet’s GOOGL 102% return was the smallest of the bunch.Source: Morningstar Direct. Data as of Aug. 31, 2026. Download CSV.Meanwhile, Amazon.com returned about 7% and Apple 37%, while Microsoft lost almost 28% over the same period. Their fundamentals and prices looked a lot less growthy than the eight stocks in the previous table. Cheap TechThe extreme growth of the former eight 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AI Trade Is Not Broken, But It Is Handcuffed by a Single Number","url":"https://stock-news.laohu8.com/highlight/detail?id=2665738693","media":"InvestorPlace","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665738693?lang=en_us&edition=fundamental","pubTime":"2026-09-08 20:43","pubTimestamp":1788871380,"startTime":"0","endTime":"0","summary":"Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop I have analyzed in years? I aim to find out in this week's Being Exponential 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Nvidia's AI Chips are Proving Doubters Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=2665320740","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665320740?lang=en_us&edition=fundamental","pubTime":"2026-09-08 20:19","pubTimestamp":1788869940,"startTime":"0","endTime":"0","summary":"Nvidia is on a roll. 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Stock Market Has Ignored the Iran Conflict. Why That's About to Change.","url":"https://stock-news.laohu8.com/highlight/detail?id=2665279523","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665279523?lang=en_us&edition=fundamental","pubTime":"2026-09-08 19:31","pubTimestamp":1788867060,"startTime":"0","endTime":"0","summary":"Walmart is lowering prices, as are Dollar Tree and Burlington. But many companies expect the refunds to offset the cost of inflation, which may mean freezing prices or minimizing increases. Barron's analyzed the plans.&#127809; Canadians keep their boycott of U.S. products alivePresident Donald Trump's tariffs and latest verbal attacks on Canada have spurred Canadians to double down on 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