AMD Stock Drops Today as OpenAI Worries Hit the AI Chip Trade Before Earnings

Shares of Advanced Micro Devices slipped Tuesday, losing 4.2% to $320.66. The stock opened at $311.57 and dropped as low as $309.70 after a report pointing to slower-than-forecast growth at OpenAI, a key new customer for AMD, prompted investors to pare back holdings in AI chip names.

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia slid 1.8% to $212.78 Tuesday, erasing some of Monday’s rally. The pullback came as traders exited AI names following a report that cast doubt on OpenAI’s user numbers, revenue, and future spending on compute. At its session low, Nvidia hit $208.62, but the chipmaker still held onto a market cap north of $5.2 trillion.
US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

Stock futures in the U.S. slipped early Tuesday, with tech names seeing the heaviest selling. Higher oil prices and renewed jitters around the artificial intelligence rally put the brakes on Wall Street’s latest record streak. The Nasdaq 100 futures lost 0.7% recently; S&P 500 futures dropped 0.3%. Dow futures bucked the trend, pointing 0.3% higher. Futures contracts offer a look at where the indexes might open.
S&P 500’s April Rally Has One Big Catch as Big Tech Earnings Loom

S&P 500’s April Rally Has One Big Catch as Big Tech Earnings Loom

Stocks in the U.S. edged lower Monday, pulling back after last week's run to record highs and a sharp rally through April. Oil prices ticked up. Investors mostly hesitated ahead of a packed week featuring earnings from the big tech names and the upcoming Fed decision. By 11:04 a.m. ET, the S&P 500 had slipped 0.17% to 7,153.03. “The market was trying to hold on to its gains,” noted Phil Blancato, chief market strategist at Osaic Wealth, as traders waited for fresh data.
AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

Shares of Advanced Micro Devices jumped over 7% in U.S. premarket trading Friday, as a surge in central processor names followed Intel’s numbers, which flagged mounting AI data-center appetite outside the graphics chips that have led the sector. AMD and Arm both traded higher; investors are now wagering that answering AI queries—known as inference—will drive heavier use of CPUs in big server clusters.
AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

Advanced Micro Devices slipped Monday, cooling a bit after its record-breaking surge last week. Still, analysts at Bank of America and Stifel bumped up their price targets, keeping the spotlight on the chipmaker’s AI infrastructure story. Late in the New York morning, AMD traded at $274.61, off 1.4% from Friday’s $278.39 close.
Nvidia Stock Faces a $20 Billion AI Chip Test as Cerebras Heads for IPO

Nvidia Stock Faces a $20 Billion AI Chip Test as Cerebras Heads for IPO

Nvidia Corp’s dominance in AI chips faced a fresh market check on Friday, when Cerebras Systems—a direct rival in the AI processor space—unveiled plans for a U.S. IPO and filed for a Nasdaq debut with the ticker “CBRS.” Cerebras’ numbers for 2025 jumped out: revenue climbed to $510 million, up from $290.3 million, and the company flipped to a profit, posting $1.38 per share after last year’s $9.90-per-share loss, according to Reuters.
AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein bumped up its price targets for both Advanced Micro Devices and Intel on Thursday, pointing to stronger demand for AI data center server chips even as PC sales lagged. By late morning in New York, AMD shares had surged 5.8% to $273.19, while Intel climbed 4.1% to $67.57—both now trading above Bernstein’s revised targets.
Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel Stock Price Jumps After 18A PC Launch Gives Wall Street Fresh Turnaround Proof

Intel finished Wednesday up 7.1% at $47.18 after unveiling its Core Ultra Series 3 business PCs, the first to use its 18A manufacturing process. The new lineup is set to power over 125 different designs, with shipments kicking off March 31. Along with that, Intel introduced its Arc Pro B70 and B65 graphics cards. David Feng, a vice president in the client computing group, described this as Intel’s “most expansive and capable commercial portfolio” yet. Executive Anil Nanduri pointed to the Arc Pro range as built for “AI builders at scale.”
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
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Editorial model selection. Not personalised advice.