Advanced Micro Devices, Inc. (AMD)
Wall Street Analysts Just Upgraded These Five Stocks
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AMD Stock To $450?
On Monday, AMD (NASDAQ:AMD) made headlines by landing a major deal with ChatGPT maker OpenAI, to supply tens of thousands of its GPU chips for 6 gigawatts of computing capacity over the next five years. The deal represents one of the largest chip orders ever placed in the AI sector and underscores how OpenAI is looking to diversify its hardware supply chain beyond industry standard Nvidia (NASDAQ:NVDA), which holds over 75% of the AI compute market.
AMD, Marvell, Intel: Which Is The Next Multi-Trillion Chip Stock
On Monday, AMD (NASDAQ:AMD) made news by entering into a significant agreement with OpenAI, the developer of ChatGPT, to provide tens of thousands of its GPU chips for 6 gigawatts of computing power over the forthcoming five years. The initial gigawatt comprising AMD's next-generation Instinct MI450 chips will be delivered in the latter half of 2026.
Lowe's vs. Home Depot: Which Benefits More From Lower Rates?
When large-cap stocks like Advanced Micro Devices Inc. NASDAQ: AMD are soaring 25% and adding $80 billion to their market cap in a single session, who has time to concentrate on the laggards?
S&P 500 Gains and Losses Today: AI-Fueled Rally Powers Index to Fresh High
An AI chipmaker's stock extended its rally in the wake of a major artificial intelligence deal. Meanwhile, the latest salvo in an escalating competition between credit score providers weighed on one of the industry's big players.
AMD's deal with OpenAI gives Nvidia much-needed challenger in market it dominates
AMD's big agreement this week with OpenAI gives the chipmaker a chance to cut into Nvidia's dominance in the AI market. "Right now, Nvidia almost has a monopoly," said Mandeep Singh, senior analyst at Bloomberg intelligence.
AMD: Why I'm Still Buying After Massive Rally
AMD surges over 20% after announcing a 6GW GPU deployment partnership with OpenAI, including a warrant for potential 10% equity stake. The OpenAI deal is a long-term catalyst, expected to contribute meaningful Data Center revenue growth starting in late 2026, but margins could face pressure. The deal also grants AMD greater credibility in the GPU field, creating a more competitive backdrop for it to catch up with the industry leader.
AMD: A New Era Begins With OpenAI
Advanced Micro Devices secures a transformative multi-year partnership with OpenAI, positioning itself as a core strategic supplier in next-gen AI infrastructure. The agreement includes up to six gigawatts of Instinct accelerators, performance-based equity incentives, and deep roadmap alignment for future chip generations. AMD's maturing software stack, proven production deployments, and rack-scale system capabilities enhance its competitiveness and revenue potential in AI.
AMD and OpenAI: A Partnership That Just Redrew the AI Map
On Oct. 6, the stock market rendered a clear and stunning verdict on the future of Advanced Micro Devices NASDAQ: AMD. In a single session, AMD's stock price jumped by over 23% to close at $203.71, adding more than $60 billion to its market capitalization.
AMD Stock Increased 30% Over A Week. Have You Thoroughly Assessed The Risk?
Advanced Micro Devices (AMD) stock has risen by 30.7% within 5 trading days. The stock now appears costly, and the critical question is – what is the risk?
AMD: New Highs Incoming
AMD's shares surged 24% on Monday after announcing a transformative strategic partnership with OpenAI, including a potential 10% equity stake in AMD for OpenAI. The deal is expected to add tens of billions to AMD's top line in the years ahead, creating significant upside for revenue and earnings estimates in FY 2026 and beyond. As a result of this deal, AMD now has a strong catalyst in its portfolio for future GPU chip sales which could sustain upside momentum for AMD's shares.
Nvidia's Huang says he's surprised AMD offered 10% of the company in 'clever' OpenAI deal
Nvidia CEO Jensen Huang said he's surprised AMD offered 10% of itself to OpenAI as part of a multibillion-dollar partnership announced earlier this week. The deal includes a warrant for OpenAI to buy up to a 10% stake in AMD.
