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The Latest Breaking News from AMD

Costco, AMD, Recursion Pharmaceuticals, Cipher Mining And Snowflake: Why These 5 Stocks Are On Investors' Radars Today

On Wednesday, major U.S. indices closed mixed, with the Nasdaq rising 1.1% to 23,043.38 and the SP 500 slipping nearly 0.6% to 6,753.72. The Dow Jones Industrial Average was unchanged at 46,601.78.These are the top stocks that gained the attention of retail traders and investors through the day: Costco Wholesale…

Benzinga

Analysts Say Micron Has ‘More Room to Run.’ Should You Buy MU Stock Here?

Micron’s AI-fueled rally may not be done yet, but investors should weigh the memory boom’s upside against a potential cyclical cooldown.

Barchart

Nvidia Stock Got Rocked by AMD’s OpenAI Deal, But Wall Street Still Loves NVDA

Despite the recent downturn, Nvidia continues to find takers among the analyst community.

Barchart

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Betting On Super Micro? This ETF Is The Hottest Way To Play The AI Server Surge

Amid fresh enthusiasm for generative AI infrastructure, one fund — The Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) — offers single-stock exposure to Super Micro Computer Inc (NASDAQ:SMCI).

Benzinga

Intel's most powerful CPU ever may have been spotted - 86-core Granite Rapids-WS has a 4.8GHz base speed and will give AMD's ThreadRipper HEDT a run for its money

Intel Granite Rapids-WS engineering sample spotted online with 86 cores and 172 threads.

TechRadar

AMD Stock Is Soaring on an OpenAI Deal, But Analysts Still Think It Can Climb 35% From Here

AMD stock gained more than 20% on Monday, following its partnership with OpenAI, which is expected to significantly widen the chipmaker's revenue base.

Barchart

The AI valuation bubble is now getting silly

The broad parallels are genuinely close to the madness of the late-1990s dotcom bubble

The Guardian - UK

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Unusual Activity in Advanced Micro Devices Options Highlight Investors' Enthusiasm - But Is AMD Stock at a Peak?

Today, a large volume of call options in AMD stock traded after Advanced Micro Devices announced a major deal with OpenAI on Oct. 6. AMD shot up 28.5% and it's up 6% again today. Investors are bullish on its upside.

Barchart

AMD-OpenAI Mega Deal Ignites 77% Surge In This ETF

GraniteShares 2x Long AMD Daily ETF (NASDAQ:AMDL) is attracting new investor interest as Advanced Micro Devices Inc (NASDAQ:AMD) solidifies its place in the race for AI hardware with a blockbuster deal with OpenAI and potential foundry cooperation with Intel Corp (NASDAQ:INTC).

Benzinga

Can AMD Stock Keep Flying After an 85% Takeoff?

AMD’s long-term catalysts are compelling. However, after a 76% rally, AMD isn’t cheap.

Barchart

AMD and OpenAI: A Partnership That Just Redrew the AI Map

AMD's landmark partnership with OpenAI validates its AI technology and redefines its long-term growth potential in the competitive semiconductor industry.

MarketBeat

What's Going On With AMD Stock Wednesday?

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Wednesday morning, maintaining momentum from a significant surge earlier in the week following the announcement of a multi-year partnership with OpenAI. Here’s what investors need to know.

Benzinga

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

On September 18, the tech market was abuzz with historic news: Nvidia announced a $5 billion investment in Intel. Furthermore, the companies announced the start of joint development of x86-compatible processors.

inkl

Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang stated in a recent interview with CNBC’s Jim Cramer that the AI chip giant's financial guidance already accounts for zero revenue from China.

Benzinga

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Benzinga

OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos

A critical examination of the AI industry’s financial mechanics, dubbed the “AI Infinite Money Glitch,” is raising alarms among financial analysts and tech critics.

Benzinga

Intel To Reportedly Unveil Details Of Upcoming Laptop Chip This Week

Intel Corporation (NASDAQ:INTC) will reportedly reveal the technical details of its upcoming laptop chip on Thursday.

Benzinga

Elon Musk Questions OpenAI's 'Nonprofit' Status After $500 Billion Valuation, Nvidia's $100 Billion Deal And AMD Stake

Earlier this week, Elon Musk reignited his criticism of OpenAI's corporate structure after a post highlighted the company's soaring valuation and deep partnerships with tech giants like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Destructoid

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Benzinga

Nvidia's Jensen Huang Downplays AMD Rivalry, Says 'We're Very Different Companies' Following Partnership With OpenAI

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.

Axios

Welcome to the mega-blob: AI firms are fusing into one big lump

OpenAI's AMD deal is the latest sign big AI firms are entangling supply chains, ownership and responsibility.

The Guardian - UK

Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?

Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD

TechRadar

A CPU vendor you've never heard of could launch a 96-core x86 CPU that is very, very similar to AMD's EPYC - but I wonder what the TDP will be

Zhaoxin KH-50000 server CPU mirrors AMD EPYC design, offering 96 cores and advanced memory, while efficiency remains undisclosed.

MarketBeat

AMD Could Double From Here—Thanks to Its Blockbuster OpenAI Deal

Advanced Micro Devices is on track to double in share price, reaching the $400 level in mid-2026 as expectations for MI450 sales intensify.

Fortune

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

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