The Story
News Summary
- Antipodes' Q2 2026 letter highlights TSMC's strong earnings on AI/HPC demand, raised 2026 guidance, and advanced node utilization, benefiting key customers Nvidia and AMD amid a broader semiconductor-led equity rally.
Explore AMD price history & advisor snapshot
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Stored market data
AMD price history
485.65
+135.60% over the displayed period
Advisor Snapshot
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