AMD may not be the loudest name in AI chips, but big cloud companies want a real alternative to Nvidia and are backing AMD to avoid being stuck with one supplier. As AMD’s newest chips gain traction and its earlier Xilinx deal opens doors in “edge” AI, the business could look very different than the market expects.Read more

Apple shifts from mainly selling devices to earning more from subscriptions and in-house chips, which could make profits more reliable and less tied to new phone launches. The big question is whether it can keep growing these higher‑profit lines while navigating supply chain shocks and a key partnership that could get challenged.Read more