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NASDAQ:AMD News 9 August 2025 - 8 October 2025

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Skyrockets on AI Mega-Deal: Inside the 2025 Rally, Financials & Rivalry

AMD shares have jumped nearly 93% in 2025, hitting a record $233 after announcing a multi-year deal to supply AI chips to OpenAI. The pact could bring in tens of billions in annual revenue and gives OpenAI warrants for up to 10% of AMD stock. Q2 revenue rose 32% to $7.7 billion, but gross margin fell to 43%. Analysts raised price targets, though some warn AMD remains overvalued compared to Nvidia.
8 October 2025
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OpenAI’s Mega-Deals with Nvidia & AMD Spark a $1 Trillion AI Frenzy

OpenAI’s Mega-Deals with Nvidia & AMD Spark a $1 Trillion AI Frenzy

OpenAI Fuels a $1 Trillion AI Hardware Boom OpenAI – the creator of ChatGPT – has positioned itself at the center of an AI hardware buying frenzy that is reshaping the tech industry. In the past few weeks (early October 2025), OpenAI announced two blockbuster chip-supply deals that together span 16 gigawatts of computing capacity – an almost inconceivable scale. (For perspective, 16 GW of data center power is roughly equivalent to the output of 16 large power plants.) These deals, one with long-time AI chip leader Nvidia and the other with rival AMD, are helping propel what analysts dub a “trillion-dollar
8 October 2025
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OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

A $100 Billion+ Chip Deal: OpenAI’s Bet on 6 GW of AMD GPUs OpenAI’s new partnership with AMD, announced on October 6, 2025, is staggering in scope – even by the outsized standards of the AI industry. OpenAI will buy up to 6 gigawatts of AMD’s Instinct data center GPUs over the next several years ts2.tech. To put that in perspective, 6 GW of computing is on the order of hundreds of thousands of high-end chips, enough to fill multiple giant data centers devoted entirely to artificial intelligence workloads ts2.tech. Sam Altman, OpenAI’s CEO, said AMD will be a “core strategic compute partner” providing the massive
8 October 2025
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IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

IBM’s AI Revolution Sends Stock Soaring as Big Blue Takes on Tech Giants

Stock Performance: Riding High into October IBM’s stock has been on a steady upswing and enters October 2025 trading near its highest levels in years. The stock closed at $288.37 on Friday, Oct 3markets.financialcontent.com, essentially flat to slightly up over the past few days. It’s hovering just shy of its 52-week peak (around $296) after a late-September jump. In fact, IBM briefly hit an intraday high near $296 in late September when news of a quantum computing breakthrough with HSBC sparked a rally of over 5% in a single dayts2.tech. As of the first week of October, shares are within ~3%
6 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

Stock Performance & Market Valuation Advanced Micro Devices (AMD) has been one of 2025’s semiconductor standouts. The stock trades around $164–$165 per share as of October 6, reflecting a dramatic rise this yearreuters.com. At a ~$267 billion market capitalizationreuters.com, AMD is now the world’s third-most valuable chip maker – still a fraction of Nvidia’s size, but a testament to how far it has come. Shares have climbed roughly 30% year-to-datets2.tech, handily beating the broader market and even the Philly chip index, amid investor excitement over artificial intelligence. In fact, AMD’s stock already blew past Wall Street’s average price target (~$152) earlier
6 October 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Key facts (as of Sep 27, 2025) The in-depth report 1) The setup: AI compute demand keeps compounding Nvidia still commands the AI-accelerator market, but the demand curve (frontier model training, inference scale-out, and AI-enabled enterprise software) is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is leaning in with customers: the company plans up to $100B in OpenAI, delivering systems beginning in late 2026 to help build ≥10 GW of capacity. Reuters framed it as a tie-up that “intensifies the AI datacenter race.” Reuters On the flip side, analysts note unanswered questions about the structure
27 September 2025
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Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Nvidia vs. Intel vs. AMD: Epic AI Chip Stock Showdown 2025 🚀💰

Semiconductor Stock Performance in 2025 📈 After a turbulent 2024, semiconductor stocks roared back in 2025. Year-to-date, Nvidia and AMD have each gained roughly one-third in value Macrotrends Macrotrends, vastly outperforming the broader market. Intel – which plummeted last year – has surged about 47% in 2025 Macrotrends, leading the pack in percentage terms as it claws its way back from multi-decade lows. These rallies reflect both sector-wide tailwinds (the AI investment boom) and company-specific drivers: Valuations vary widely. Nvidia’s meteoric rise gives it a trailing price-to-earnings around 50× Portfolioslab – high, but arguably justified by 56%+ revenue growth and
21 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Wars: USA vs China vs Taiwan – Inside the Trillion-Dollar Race to 2030

Introduction The race for dominance in AI chips – the specialized processors that power artificial intelligence – has become a core battleground in technology and geopolitics. In 2025, the United States, China, and Taiwan stand as key players, each with a different role: the U.S. is home to the leading chip designers, China is a massive and ambitious consumer and emerging producer, and Taiwan is the manufacturing epicenter. AI chips are not only critical for flashy applications like generative AI (think ChatGPT or image generators) but also for a wave of smart devices and autonomous machines. As a result, nations
17 September 2025
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AMD’s Secret CPU Launch Shakes Up the Market: Four New Ryzen Chips Take Aim at Intel

AMD’s Secret CPU Launch Shakes Up the Market: Four New Ryzen Chips Take Aim at Intel

The Four New Ryzen CPUs at a Glance AMD’s new CPUs cover a surprisingly wide range of the Ryzen family. Below is a quick rundown of each chip’s key specifications and what makes it unique: In summary, AMD’s four new chips include two Zen 5 models aimed at delivering high performance per core at lower cost (by stripping out the iGPU), one unusual Zen 4 chip that repurposes a partially defective die for entry-level use, and one last gasp of Zen 3 for the ultra-budget segment. This mix shows AMD is leaving no stone unturned in its product lineup –
17 September 2025
AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

AI Stock Frenzy: Oracle’s Cloud Coup, Record Highs, and Bold $300B Deals Fuel Market Rally

Key Facts Market Overview – Record Highs on AI Euphoria Wall Street’s major indexes roared to new heights in mid-week trading as AI-driven optimism swept the market. On September 10, the S&P 500 climbed 0.3% to a record 6,532.04, and the Nasdaq Composite edged to its third straight record high close reuters.com. Investors were energized by a potent mix of cooling inflation data and blockbuster news from the tech sector – especially Oracle’s stunning rally on AI cloud prospects reuters.com. “The fundamentals remain very strong in the equity markets… but valuations are extended at this point and serve as some
11 September 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

AI Chip Arms Race: Nvidia’s Dominance, Broadcom’s Bold Move, and the Future of Silicon Supremacy

Key Facts 1. Overview – What Are AI Chips and Why Do They Matter? Artificial intelligence chips (“AI chips”) are specialized microprocessors designed specifically for AI workloads. Unlike general-purpose CPUs, AI chips (such as GPUs, TPUs, FPGAs, and AI-specific ASICs) are architected to perform the massively parallel, math-intensive operations that machine learning models require cset.georgetown.edu cset.georgetown.edu. This means they can crunch matrices, tensors, and neural network calculations far more efficiently than traditional processors. AI chips have become the critical enablers of modern AI breakthroughs. The latest deep learning models – from image recognizers to large language models like ChatGPT – demand staggering computational power. For example, training a
5 September 2025
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MSI Claw A8: The $1,000 Handheld Gaming PC Shaking Up the Steam Deck Era

MSI Claw A8: The $1,000 Handheld Gaming PC Shaking Up the Steam Deck Era

MSI Claw A8 Overview: Specs and Features MSI’s Claw A8 BZ2EM is the company’s latest and most powerful handheld gaming PC to date. Announced at Computex 2025, it marks MSI’s first venture with an AMD processor in their handheld lineup theverge.com. Key specs include: Release Timeline and Latest Updates (as of Sept 2025) The MSI Claw A8’s rollout has been gradual and somewhat staggered across regions: In summary, as of September 2025 the Claw A8 is available in select Asian and European markets at a premium ~$1,000-equivalent price. A North American debut is still pending. Enthusiasts following the news are
4 September 2025
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This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

This Tiny 4.5L PC Has 128GB of RAM – Meet the Framework Desktop, 2025’s Modular Mini-ITX Monster

Key Facts at a Glance Overview of the Framework Desktop (Features, Specs, Build) The Framework Desktop’s front panel is composed of 21 swappable tiles (one removed here), allowing personal customization of color and design. Two front Expansion Card slots (bottom left) let you choose I/O ports (USB-C, USB-A, audio jack, SD reader, etc.) using the same modular card system as Framework’s laptops community.frame.work tomshardware.com. A Small Form Factor Beast: The Framework Desktop is a 4.5 L mini workstation that punches above its weight. At roughly 96.8 × 205.5 × 226.1 mm in size (and ~3.1 kg weight) frame.work frame.work, it’s
30 August 2025
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HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

Key Facts HBM Node Transition: From HBM3 to HBM4 High-Bandwidth Memory has evolved rapidly to keep pace with AI needs. HBM3 – introduced around 2022 – brought huge leaps in bandwidth and capacity per stack, and became the workhorse memory for top-tier AI accelerators like NVIDIA’s A100/H100 and Google TPUs. By 2023, attention shifted to HBM3E, an enhanced generation offering even higher performance. In early 2024, SK hynix became the first to mass-produce HBM3E (sometimes dubbed the 5th-generation HBM) trendforce.com, supplying 12-Hi 36GB stacks to NVIDIA and others. This HBM3E delivers ~1.2 TB/s per stack (versus ~0.8–1.0 TB/s for HBM3),
28 August 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
28 August 2025
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Global AI-PC Market Outlook 2025–2030: Rise of the NPU-Enabled Personal Computer

Global AI-PC Market Outlook 2025–2030: Rise of the NPU-Enabled Personal Computer

AI-Powered PC Shipments Surge (2025–2030 Forecast) AI PCs – defined by hardware and software optimized for on-device AI – are on a steep adoption curve. Industry analysts are exceedingly bullish on shipment growth through the latter 2020s: It’s worth noting that these rosy forecasts assume that compelling use cases for on-device AI continue to develop. Some industry experts caution there could be speed bumps (e.g. if users don’t see enough everyday benefit to justify upgrades). But so far, investment in AI features by both software and hardware vendors is only intensifying. Real-time language transcription, personal AI assistants, local generative AI
28 August 2025
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Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

Photonic AI Accelerators vs. GPUs – The Battle for AI’s Future in Efficiency, Cost, and Scale

1. Performance per Watt: Photon vs. Electron Efficiency One of the biggest promises of photonic AI accelerators is superior energy efficiency. By using light to perform computations (especially matrix multiplications at the heart of AI models), photonic chips can potentially execute more operations per joule than electronic GPUs: Bottom Line: On raw efficiency, photonic accelerators can theoretically leave GPUs in the dust, performing AI computations with 10× to 1000× less energy. Early evidence (both academic and startup) backs significant gains – e.g. >10× energy reduction for optical matrix math earlybird.com. However, achieving these gains outside the lab will require overcoming
28 August 2025
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AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

Bridgewater Associates more than doubled its Nvidia stake to 7.23 million shares, a $1.14 billion position, and boosted bets on Alphabet and Microsoft by 84% and 112% respectively in Q2 filings. Tiger Global Management added 4 million Amazon shares, ending June with 10 million Amazon shares worth $2.34 billion, and lifted positions in Alphabet, Nvidia, Microsoft and Meta. ARK Invest ETFs posted record inflows, with 2025 year-to-date flows turning from negative to over $2.6 billion in the black. U.S. authorities approved a deal allowing Nvidia and AMD to resume selling advanced AI processors to China, requiring 15% of China-sale revenues
17 August 2025
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Next-Gen Laptop Chip Showdown: Intel’s Lunar Lake vs. AMD’s Ryzen AI vs. Qualcomm’s X Elite – Who Wins the AI PC Crown?

Next-Gen Laptop Chip Showdown: Intel’s Lunar Lake vs. AMD’s Ryzen AI vs. Qualcomm’s X Elite – Who Wins the AI PC Crown?

Intel Lunar Lake Core Ultra 200V uses a disaggregated 3 nm TSMC N3B compute tile with 4 Lion Cove P-cores and 4 Skymont E-cores (8 cores total), SMT disabled to save ~15% die area and boost perf/W by ~5%. Intel also boosts single-thread IPC by ~14% versus Redwood Cove and widens caches to 2.5 MB L2 per P-core, while Skymont E-cores gain ~68% IPC over Crestmont. AMD Ryzen AI 9 HX 370 “Strix Point” combines 12 CPU cores (4 Zen 5 and 8 Zen 5c) with base TDP 28 W up to 54 W and includes an on‑die XDNA 2
14 August 2025
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Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

The GeForce RTX 5090, on the Blackwell architecture, features 92 billion transistors, about 21,760 CUDA cores, 32 GB of GDDR7 on a 512-bit memory bus, and an estimated 450 W TBP. DLSS 4 introduces Multi-Frame Generation that can create up to three interpolated frames per rendered frame, plus Frame Generation and Frame Warp, with Nvidia claiming up to 8x performance and up to 75% latency reduction. The RTX 5090 and 5080 launched in early 2025 and sold out quickly, with reports of 12VHPWR cable melting prompting Nvidia to release an updated 12V-2×6 adapter. Nvidia’s RTX 5080, RTX 5070 Ti, and
9 August 2025
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Stock Market Today

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

Big Tech’s $630B AI data-center spending surge is squeezing chips, electricians — and investor patience

8 February 2026
Amazon shares fell 9% Friday after announcing a $200 billion capital spending plan for 2026. Alphabet and Meta also outlined record capex, raising concerns about free cash flow and forcing potential cuts to buybacks or increased borrowing. Investors punished several tech stocks, including Amazon, Alphabet, Meta, ServiceNow, and Salesforce, while Nvidia rose. The surge in AI infrastructure spending is straining supply chains and power capacity.
New MEXC safety review puts proof-of-reserves and withdrawal locks in the spotlight

New MEXC safety review puts proof-of-reserves and withdrawal locks in the spotlight

8 February 2026
A security review published Sunday highlighted MEXC’s use of withdrawal locks, two-factor authentication, and an account-freeze tool to counter account takeovers. MEXC restricts service in the U.S., Singapore, and other major markets. The company’s guides detail whitelist-based withdrawal controls and anti-phishing codes. Proof-of-reserves reports, often cited by exchanges, may not reveal all risks, according to U.S. audit authorities.
Nu Holdings stock jumps to $17.40 — what to watch next for Nubank shares

Nu Holdings stock jumps to $17.40 — what to watch next for Nubank shares

8 February 2026
Nu Holdings shares closed at $17.40 Friday, up 3.5%, as the Dow topped 50,000 for the first time. The Brazil-based fintech recently received conditional U.S. approval to form a national bank but still needs further regulatory sign-offs. Investors await Nu’s fourth-quarter earnings on Feb. 25.
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