AMD Targets $2 Trillion AI Chip Market, Palantir Zero-Debt

Key Takeaways

• AMD sees a data center AI chip market opportunity around US$2 trillion by 2030, while Palantir operates with zero debt and strong cash reserves.
• TSMC reported third quarter net profit of 763.1 billion won, up 68.7% year over year, but Broadcom faces supply access risks for its custom XPU chips.
• CoreWeave carries approximately $50 billion in debt with expected losses of $2.13 billion this year despite revenue approaching $13 billion.
• Salesforce AI agents generated over $88 million in revenue, equivalent to about 400 additional employees handling previously unanswered leads.
• Reddit may restrict Google's use of its content for AI training, with analysts valuing it at about $309.77 per share versus a last close of $156.14.
• Anthropic and Freshfields partnered on April 23, 2026 to develop AI legal tools, with Freshfields serving as a design partner.
• Uniti Group launched an AI Security service with Cato Networks that inspects prompts and responses in real time to limit data leakage.
• Republic listed three Grayscale products with a $2,500 minimum, including a Decentralized AI Fund targeting decentralized computing and AI services.
• Nvidia and TSMC shares fell recently due to concerns over high interest rates and AI financing, shifting investor focus to cash flow and debt levels.
• Guidewire Software appointed Dan Brown as Chief Product Officer to deepen AI use in its insurance software platform.

3 AI Infrastructure Stocks Investors Are Watching

A report highlights three US tech stocks tied to AI infrastructure growth. Monolithic Power Systems makes power chips for data centers and AI servers, with revenue near US$3.27 billion. Rambus builds memory interface chips and security IP for AI and data center workloads. Teradyne supplies test equipment and robotics for advanced chips and reports over 60 percent of revenue tied to AI data center demand.

3 AI Stocks With Strong Earnings Growth To Watch

This article looks at three AI stocks expected to show earnings growth above 33 percent. AMD focuses on data center AI chips and sees a market opportunity around US$2 trillion by 2030. USA Rare Earth works on mining critical minerals for AI hardware and defense through a DOE-backed project. Palantir provides data and AI platforms for government and commercial clients with zero debt and strong cash reserves.

Tantalus Systems And 2 Canadian AI Stocks To Watch

The article focuses on three small Canadian AI companies. Tantalus Systems Holding helps utilities use AI software like TRUGrid and TRUSync, valued at about CA$231 million. Gatekeeper Systems builds AI dash cams for school bus safety with revenue near CA$39.9 million. Quantum eMotion develops quantum-based security hardware for AI workloads with a market value around CA$375 million.

Broadcom Faces AI Chip Supply Bottleneck From TSMC

Broadcom competes with Nvidia and Apple for advanced chip capacity at TSMC. TSMC is reporting record profits and plans to expand global production for AI focused customers. Broadcom relies on TSMC for its custom XPU and networking chips, making supply access a key competitive issue. Any shortage at the foundry could hurt Broadcom's AI product lines and margins.

AI Boom Splits Global Stock Market Between Winners And Debt Heavy Firms

AI demand is pushing semiconductor companies to record results while raising concerns over debt heavy AI firms. TSMC reported third quarter net profit of 763.1 billion won, up 68.7 percent year over year. Nvidia and TSMC shares fell recently due to worries over high interest rates and AI financing. Investors now focus more on cash flow and debt than simply AI company labels.

CoreWeave debt concerns deepen amid AI investment boom

CoreWeave, an Nvidia-backed AI cloud computing provider, faces growing investor concerns over its approximately $50 billion in debt. The company has not yet reported a profit and expects to lose $2.13 billion this year despite revenue approaching $13 billion. Its bond yields have surged to around 16%, reflecting creditor worries about its ability to meet financial obligations. CoreWeave's CEO says its $104.2 billion revenue backlog is enough to cover debt, but experts note that large contracts do not guarantee profitability.

Teladoc Health launches AI tools as stock continues to fall

Teladoc Health introduced two AI tools called SoloVitals and SoloScribe inside its Solo platform for hospital clients. SoloVitals tracks vital signs without contact, while SoloScribe helps with clinical note taking. Despite the new tools, the company's share price has fallen 10% over 30 days and 41.24% over 90 days. The 5-year total shareholder return has declined 95.88%, showing long-term momentum remains weak.

The next AI race will be won at the credit desk

The next phase of the AI race will depend heavily on who can raise capital cheaply and at scale, shifting the competition from technology labs to financial markets. AI has become a heavy industry requiring factories, advanced chips, and enormous electricity, forcing even the richest companies to borrow. Nvidia's new financing deal with pension funds and insurers aims to make compute an investable asset class. The article argues that Europe needs capital-markets reform and China needs better demand planning to remain competitive in AI.

Salesforce says AI agents generated $88 million in revenue

Salesforce reports that its AI agents generated over $88 million in revenue by contacting potential customers that would have otherwise gone unanswered. The company says handling this volume with traditional staff would have required about 400 additional employees. Salesforce had 100 million leads, and before AI agents, roughly 75% went unanswered. The company advises businesses to start small and define clear problems before adopting AI.

Reddit tests valuation as Google AI data limits loom

Reddit is in focus after reports it may restrict Google's use of its content for AI training. The stock has a 30-day return of 3.51% but a year-to-date decline of 35.45%. Some analysts value Reddit at about $309.77 per share, roughly double its last close of $156.14, based on growth expectations. However, the stock is considered expensive with a P/E of 34.5x compared to the industry average of 11.5x. Investors are weighing AI data licensing risks against optimism around upcoming earnings.

Anthropic partners with Freshfields on AI legal tools

Anthropic and Freshfields announced on April 23, 2026 that they will jointly develop AI tools for legal work. Freshfields will act as a design partner, not just a customer. Anthropic also ran a one-week internal experiment where AI agents negotiated deals on employees' behalf in its San Francisco office. No financial details or transaction counts were released. The partnership aims to address legal questions around AI deal-making, liability and authorization.

Guidewire Software hires new product officer to push AI

Guidewire Software appointed Dan Brown as Chief Product Officer to deepen AI use in its insurance software platform. The stock fell 3.9% in the latest session but rose 17.0% over 30 days and 13.2% over 90 days. The one year total shareholder return is down 30.9% while the three year return is up 93.0%. The stock trades at a P/E of 99.4x versus a peer average of 64.5x and a fair ratio of 39.2x. The share price is US$168.86.

Uniti Group launches AI Security service with Cato Networks

Uniti Group, through Uniti Solutions, launched an AI Security service powered by Cato Networks. The service gives business customers visibility into sanctioned and unsanctioned AI tool usage. It inspects prompts and responses in real time and applies guardrails to limit data leakage across IP, code, financial records and customer information. The offering targets Shadow AI by inventorying internal AI apps, models and agents. It ties Uniti's managed SASE platform to data governance and compliance efforts.

Republic lists Grayscale crypto products with $2,500 minimum

Republic listed three Grayscale investment products with a $2,500 minimum for U.S. accredited investors. The Grayscale DeFi Fund holds a basket of decentralized finance protocols. The Grayscale Decentralized AI Fund targets decentralized computing, data storage and AI services. The Grayscale Data Network Trust provides exposure to the DATA token. These are private-placement securities not registered under the Securities Act of 1933. Earlier filings listed higher minimums of $50,000 or $25,000.

Sources

• 3 AI Infrastructure Stocks Retail Investors Are Watching In US Tech
• 3 AI Stocks With Earnings Growth Over 33% To Watch
• Tantalus Systems Holding And 2 Canadian AI Stocks To Watch
• What Does Broadcom (AVGO) Face As AI Chip Supply Turns Into A Bottleneck?
• Artificial intelligence (AI) is making the global stock market cry and laugh. Demand for AI semicond..
• CoreWeave bonds slide as AI investment fears grow
• Is Teladoc Health (TDOC) Cheap Following Its New AI Tools?
• The next AI race will be won at the credit desk
• Salesforce says AI agents are doing the work it would have needed 400 employees to handle
• Reddit (RDDT) Tests Its Valuation On Google AI Data Limits And Earnings Hope
• Anthropic Taps 2,800 Lawyers to Watch AI Agent Deals
• Guidewire Software (GWRE) Could Be 21% Undervalued As AI Product Hire Resets The Story
• Uniti Group Stock Eyes Enterprise AI Security Launch
• Republic Lists $2,500 Minimum for Three Grayscale Crypto Products