Advanced Micro Devices, Inc. (AMD)
AMD & OpenAI ink multibillion-dollar deal: AMD CEO says 'bold moves
AMD and OpenAI announced a multibillion-dollar partnership that will see OpenAI use AMD chips while also taking a stake in the chip giant. AMD CEO Lisa Su speaks with Yahoo Finance Executive Editor Brian Sozzi about the deal and the state of AI spending.
AMD fuels record close for S&P 500 and Nasdaq, experts weigh in on the AI bubble & gold prices
The S&P 500 and Nasdaq closed at fresh record highs, fueled by AMD's gains on a partnership with OpenAI. After the closing bell, Market Domination Overtime anchor Josh Lipton sits down with a top Wall Street strategist to take a look at some of the top stories of the trading day, including the sustainability of the AI trade, the surge in gold prices, and more.
S&P 500 Gains and Losses Today: AMD Stock Pops on OpenAI Deal; AppLovin Plunges
A semiconductor stock logged the top performance in the benchmark index following the announcement of a collaboration with a major artificial intelligence player. Meanwhile, shares of an adtech darling plummeted following reports of a probe by federal regulators.
Brad Gerstner on OpenAI's dealmaking with AMD, Nvidia: 'The best chips will win'
Investor Brad Gerstner said OpenAI's deals with Nvidia and AMD are purely announcements, not deployments. The Altimeter Capital founder said that "Ultimately, the best chips will win.
AMD Up 35%: OpenAI Strikes Again (Rating Downgrade)
Advanced Micro Devices, Inc. surged over 35% after securing a major multi-year GPU partnership with OpenAI, granting OpenAI a 10% stake. The OpenAI deal positions AMD as a formidable AI infrastructure contender, filling supply gaps left by Nvidia and gaining validation from top hyperscalers. While AMD's long-term prospects remain strong, the stock's short-term valuation is stretched, and execution risks warrant measured accumulation on dips.
These Stocks Got a Boost From OpenAI's DevDay Buzz
These days, a shoutout from OpenAI is all it takes to send stocks higher.
AMD: Game-Changing Deal With OpenAI (Rating Upgrade)
Advanced Micro Devices is upgraded to Buy, driven by a transformative multi-gigawatt GPU deal with OpenAI, signaling a clear path to significant revenue growth. Recent financials show robust free cash flow growth and disciplined stock-based compensation, supporting a higher baseline for future valuation models for AMD. The OpenAI partnership validates AMD's AI hardware, opening doors for further adoption in data centers and emerging applications like self-driving technology.
AMD: The OpenAI Deal That Changes Everything (Rating Upgrade)
Advanced Micro Devices, Inc. just inked a deal with OpenAI that could be worth >$100+ billion over 4 years. AMD's Instinct MI325X and upcoming MI350 AI chips, along with strong EPYC server CPU adoption, drive optimism for continued market share gains. Risks include export controls on China and fierce competition from Nvidia's Blackwell architecture, but access to China remains a potential growth lever.
OpenAI-AMD deal marks strategic shift in AI hardware landscape, says Plexo Capital's Lo Toney
Lo Toney, Plexo Capital managing partner, joins 'The Exchange' to discuss what the next phase of AI will be, what could make or break the AI-related stocks and much more.
AMD-OpenAI: The Alliance That's Rewriting Artificial Intelligence
Advanced Micro Devices surges on a landmark multi-year partnership with OpenAI, supplying AI accelerators and positioning itself as a major Nvidia rival. The OpenAI deal transforms AMD into an "indirect" vehicle for AI investment, with potential for explosive revenue and earnings growth over the next several years. Despite a sharp pre-market rally, AMD remains a strong buy due to accelerating earnings, expanding margins, and a paradigm shift in AI hardware demand.
OpenAI and AMD unveil 6GW partnership: Here's what to know
CNBC's MacKenzie Sigalos joins 'Money Movers' with the latest details on OpenAI's new partnership with AMD.
Top Stock Movers Now: AMD, Tesla, Comerica, Verizon, and More
Major U.S. equities indexes were mixed in recent trading, as tech sector gains helped lift the S&P 500 and Nasdaq higher to start the week, while a slide in shares of Verizon (VZ) weighed on the Dow.
