Cathie Wood Makes Trading Blitz: Buys Alibaba Stock Worth $11 Million, Dumps AMD And This AI Stock (CORRECTED) Editor’s Note: The story's headline has been updated to correct a typo. Benzinga · Sep 25, 2025
AMD's Underdog Moment: Nvidia-Intel Alliance Raises The AI Stakes Nvidia Corp (NASDAQ:NVDA) just handed Advanced Micro Devices Inc (NASDAQ:AMD) a fresh headache. The chip giant is teaming up with Intel Corp (NASDAQ:INTC) in a sweeping $5 billion collaboration to co-develop custom CPUs, GPUs, and AI infrastructure, leaving AMD on the outside looking in at a new two-horse race in… Benzinga · Sep 18, 2025
Cathie Wood's Reshuffle Tuesday: Loads Up On AMD, Figma And Bullish, Trims Tempus AI On Tuesday, Cathie Wood-led Ark Invest executed significant trades, including buying shares of Advanced Micro Devices Inc. (NASDAQ:AMD) and Bullish Inc. (NYSE:BLSH), while selling shares of Tempus AI Inc. (NASDAQ:TEM). Additionally, Ark purchased Figma Inc. (NYSE:FIG) stock, reflecting strategic adjustments in its investment portfolio. Benzinga · Sep 17, 2025
Cramer Flags Oracle Rally As 'Strange,' Says Nvidia And AMD Aren't Getting Any Love Oracle Corp. (NYSE:ORCL) may be one of Wall Street's hottest AI bets, but CNBC's Jim Cramer says something isn't adding up. Despite Oracle's stock strength, chipmakers that would logically benefit from the company's data center growth, like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), are barely moving. Benzinga · Sep 10, 2025
Nvidia's Biggest Threat? AMD's New Chips Are Built For AI War Nvidia Corp's (NASDAQ:NVDA) dominance in AI chips is facing its fiercest challenge yet as Advanced Micro Devices Inc’s (NASDAQ:AMD) new GPUs step squarely into the AI arms race. At this year's Hot Chips 2025, AMD unveiled details of its MI350 series while reiterating a 2026 launch for the MI400 lineup—advancements… Benzinga · Sep 3, 2025
Nvidia's Big Moment Is Here: Will AMD's Saudi Arabia Megadeal Upstage It? It's Nvidia Corp's (NASDAQ:NVDA) week to shine as earnings land on Wednesday after the bell. But Saudi Arabia may have just given rival Advanced Micro Devices Inc (NASDAQ:AMD) a stage-stealing spotlight. The kingdom's new AI startup, Humain, has broken ground on its first data centers in Riyadh and Dammam, a… Benzinga · Aug 26, 2025
IBM-AMD Alliance Targets Drug Discovery, Climate Modeling With Quantum Supercomputers International Business Machines Corp. (NYSE:IBM) and Advanced Micro Devices Inc. (NASDAQ:AMD) are partnering to advance quantum-centric supercomputing, combining IBM’s quantum hardware and software expertise with AMD’s strength in high-performance computing and AI acceleration. Benzinga · Aug 26, 2025
What's Going On With AMD Stock Monday? Advanced Micro Devices Inc. (NASDAQ:AMD) reversed its Friday gains on Monday after the Trump administration unveiled an $8.9 billion investment in rival Intel Corp. (NASDAQ:INTC), giving the U.S. government a 9.9% equity stake in the chipmaker. Benzinga · Aug 25, 2025
Why AMD Stock Is Rising Friday Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Friday after Federal Reserve Chair Jerome Powell signaled a dovish pivot at the Jackson Hole Symposium, raising expectations that interest rate cuts could arrive sooner than anticipated. Benzinga · Aug 22, 2025
With Intel's SoftBank Deal Fueling Competition Fears, AMD Stock Slides Despite Bullish AI Outlook Shares of Advanced Micro Devices Inc (NASDAQ:AMD) are continuing their slide Wednesday morning, extending their downturn from Tuesday when several high-profile, AI-related stocks came under pressure. Benzinga · Aug 20, 2025
Kevin O'Leary Says Nvidia, AMD Still Win Under Trump China Plan Despite 15% 'Form Of Blackmail' Levy Media personality and entrepreneur Kevin O’Leary says President Donald Trump‘s deal allowing NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) to sell semiconductor chips in China under a government revenue-sharing plan is mutually beneficial. Benzinga · Aug 14, 2025
Scott Bessent Says Nvidia-AMD China Revenue Deal Could Serve As 'Model' For Other Industries Treasury Secretary Scott Bessent has praised the 15% revenue-sharing agreement between the U.S. government and chip giants Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD). Benzinga · Aug 14, 2025
Bullish, Cisco, Bolt, Unitedhealth And AMD: Why These 5 Stocks Are On Investors' Radars Today U.S. stocks closed higher on Wednesday, with the Dow Jones Industrial Average gaining 1% to 44,922.27, the SP 500 up 0.3% at 6,466.58, and the Nasdaq inching 0.1% higher to 21,713.14.These are the top stocks that gained the attention of retail traders and investors through the day: Bullish (NYSE:BLSH) made a… Benzinga · Aug 14, 2025
Nvidia Vs. AMD: Who Gets Hit Harder By The 15% China Revenue Tax? NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) recently agreed to pay the U.S. government 15% of their AI chip revenue from China — a groundbreaking arrangement driven by export license conditions. But not all chipmakers are equally exposed. Benzinga · Aug 12, 2025
Benzinga · Aug 12, 2025 Intel's White House Advantage: The Only Chip Giant Not Paying The China Tax While Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) face a new government-imposed 15% revenue cut on AI chip sales to China, Intel is notably absent from this "China tax" club. That absence isn't luck—it's the result of Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan's upcoming White House meeting, which…
Benzinga · Aug 11, 2025 Advanced Micro's Mixed Earnings Results Add Fuel To Direxion's AMD-Focused Bull And Bear Funds Amid growing concerns about economic stability and the implementation of President Donald Trump's trade tariffs, investors have been anxious this earnings season. Case in point is semiconductor giant Advanced Micro Devices Inc. (NASDAQ:AMD), which recently disclosed a mixed performance for its financial disclosure. Initially, the results sent AMD stock plunging…
Benzinga · Aug 8, 2025 Nvidia, AMD Export Restrictions Ease, But Chinese Chipmaker SMIC Says That Growing Domestic Demand 'Perfectly' Replaces Foreign Rivals While the U.S. recently eased export restrictions on advanced semiconductors by firms like Nvidia Corp. and Advanced Micro Devices Inc., a leading Chinese chipmaker has declared that its domestic market is already substituting foreign alternatives.
Benzinga · Aug 7, 2025 Cathie Wood Scoops Up $38 Million Worth Of AMD Stock As It Slips — Dumps Palantir And Shopify At Highs On Wednesday, Cathie Wood-led Ark Invest executed significant trades involving Advanced Micro Devices Inc. (NASDAQ:AMD), Palantir Technologies Inc. (NASDAQ:PLTR), and Shopify Inc. (NASDAQ:SHOP). These trades reflect Ark’s strategic adjustments in response to recent market developments and earnings reports.
Benzinga · Aug 6, 2025 AMD's Lisa Su Sees Path To 'Tens Of Billions' In AI Revenue, With MI400, Helios, Sovereign Demand Driving Long-Term Growth Chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD) is doubling down on its AI ambitions, with CEO Lisa Su highlighting multiple tailwinds supporting the company's long-term vision and seeing a clear path to scaling the segment to “tens of billions of dollars in annual revenue.”
Benzinga · Aug 6, 2025 Lisa Su Says AMD's AI Chip MI355 Taking On Nvidia's B200, GB200 Head-On As AI Customers Seek Scalable GPU Alternatives On Tuesday, Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su said that the company's latest AI chip, the MI355, is ramping up production and gaining traction among customers seeking powerful and scalable alternatives to Nvidia Corporation's (NASDAQ:NVDA) high-end GPUs.
Benzinga · Aug 5, 2025 AMD Aims To Dethrone Nvidia In AI Race—Here's How Nvidia Corp's (NASDAQ:NVDA) AI chip empire is built on H100s, which cost up to $40,000. It is the go-to for tech titans like Microsoft Corp (NASDAQ:MSFT) and Meta Platforms Inc (NASDAQ:META). But with supply shortages and U.S. export bans choking sales to China, startups and sovereign AI dreamers in India…
Benzinga · Aug 5, 2025 Stock Market Today: US Stock Futures Inch Higher, As Analysts Warn of Volatile August—AMD, Pfizer, Caterpillar In Focus U.S. stock futures are inching higher on Tuesday, following a strong rally on Monday, with major benchmark indices in the green.
Benzinga · Aug 5, 2025 Cathie Wood Drops $8.3 Million On AMD And Nvidia In Monday Trading Blitz, Sells Robinhood Stock Amid 'Project Crypto' Buzz On Monday, Cathie Wood-led Ark Invest made significant trades involving Advanced Micro Devices Inc. (NASDAQ:AMD), NVIDIA Corp (NASDAQ:NVDA), and Robinhood Markets Inc (NASDAQ:HOOD). These trades highlight Ark’s strategic positioning in the tech and financial sectors.
Benzinga · Aug 4, 2025 Arteris Stock Surges After AMD Licenses FlexGen For Next-Generation AI Chiplet Design Arteris Inc (NASDAQ:AIP) shares are soaring in Monday’s after-hours session after the company announced a deal with Advanced Micro Devices Inc (NASDAQ:AMD) for its next generation of AI chiplet design.
Benzinga · Aug 1, 2025 Nvidia, Broadcom, Marvell Lead Chip Stock Slide After Trump Hits China, Taiwan With New Tariffs Artificial intelligence chip stocks including NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc (NASDAQ:AMD), Broadcom Inc (NASDAQ:AVGO), Arm Holdings PLC-ADR (NASDAQ:ARM), Marvell Technology Inc (NASDAQ:MRVL), Micron Technology Inc (NASDAQ:MU), Lam Research Corp (NASDAQ:LRCX), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), Super Micro Computer Inc (NASDAQ:SMCI) are trading lower on Friday as the Trump…