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NASDAQ:AMD News 24 October 2025 - 2 November 2025

AMD’s AI-Fueled Stock Surge: Record Highs, $300 Targets & What’s Next

AMD’s AI-Fueled Stock Surge: Record Highs, $300 Targets & What’s Next

Record Rally Fueled by AI Deal Frenzy AMD’s stock went on a historic tear in October, propelled by excitement over its new AI partnerships. The rally kicked off Oct. 6 when AMD revealed its OpenAI deal – the stock skyrocketed ~34% in a single day ts2.tech, its biggest one-day jump in nearly a decade, adding about $80 billion to AMD’s market cap. Just days later, on Oct. 14, AMD got another bump (+3%) after Oracle announced plans to use AMD’s chips. These gains were especially striking because they occurred despite some broader market headwinds (e.g. interest rate and geopolitical worries) –
GPT‑5 Has Arrived: OpenAI’s Next‑Gen AI Stuns With Upgrades in Coding, Reasoning, and Safety

OpenAI’s $500B Shakeup, GPT-5 Unleashed and the World’s AI Revolution

OpenAI’s Mega Restructuring and New Launches In late October OpenAI stunned the tech world with a landmark corporate overhaul. The company reorganized into a Public Benefit Corporation controlled by the original nonprofit (renamed the OpenAI Foundation), freeing OpenAI to raise virtually unlimited capital reuters.com reuters.com. This $500 billion valuation deal trims Microsoft’s share to ~27% (from ~32%) but keeps it as a major backer reuters.com reuters.com. Sam Altman has made no secret that OpenAI will likely go public – he told investors an IPO is “the most likely path for us, given the capital needs” for massive AI data centers reuters.com
OpenAI’s $500B Overhaul Rocks Tech World: Microsoft Snags $135B Stake and AI ‘Arms Race’ Ignites

OpenAI’s $500B Overhaul Rocks Tech World: Microsoft Snags $135B Stake and AI ‘Arms Race’ Ignites

Mission-Focused Overhaul On Oct. 28, OpenAI announced it had “completed its recapitalization” openai.com, simplifying its complex corporate structure. OpenAI – founded in 2015 as a nonprofit – now has two layers: the OpenAI Foundation (nonprofit) and the OpenAI Group PBC (public benefit corporation for-profit). The Foundation, chaired by Bret Taylor, “holds equity in the for-profit currently valued at approximately $130 billion” openai.com. Legally a public-benefit company, OpenAI Group must consider social good alongside profit, and the Foundation retains super-voting power to appoint the board. Crucially, the Foundation will funnel success back into public causes. It has earmarked $25 billion for two key
Stocks Skyrocket to Record Highs as Fed Set to Cut Rates Again

Stocks Skyrocket to Record Highs as Fed Set to Cut Rates Again

Sources: Federal Reserve officials’ statements, market data and analysis from Reuters, Bloomberg, CNBC, AP and others m.netdania.com reuters.com washingtonpost.com nasdaq.com ts2.tech. (Stock prices and Fed odds as of Oct. 27–28, 2025.)
Record Highs: Trade Deal Hopes Fuel Stock Market Surge to Fresh Peaks

Record Highs: Trade Deal Hopes Fuel Stock Market Surge to Fresh Peaks

Trade Deal Hopes Ignite Global Rally Global stock markets are surging on mere hopes of a U.S.-China trade peace. Over the weekend, high-level talks yielded “significant advances” toward an agreement to resolve the long-running trade war ts2.tech. U.S. Treasury Secretary Scott Bessent described a “very substantial framework” now in place, and China’s negotiator Li Chenggang said both sides reached a preliminary consensus toward a deal ts2.tech ts2.tech. While no agreement is signed yet, the prospect of a truce has been enough to send markets to new heights torre.news. Presidents Trump and Xi are slated to meet Thursday (Oct. 30) in
Wall Street Hits Record Highs as Tech Stocks Soar and Shutdown Worries Melt

Wall Street Rockets on China Trade Deal News – Here’s What’s Fueling the Rally

Stocks Surge on U.S.-China Trade Optimism Global stocks opened sharply higher as U.S. and Chinese negotiators reported progress on a trade agreement reuters.com. On Sunday, officials “hashed out the framework of a trade deal” for Presidents Trump and Xi to decide on later this week reuters.com. U.S. Treasury Secretary Scott Bessent said the talks achieved a “very substantial framework” that could avert punitive tariffs ts2.tech. Chinese negotiator Li Chenggang echoed the upbeat tone, saying both sides reached a preliminary consensus ts2.tech. With fears of a renewed trade war easing, U.S. stock futures surged. According to Reuters, Nasdaq futures rose ~1.4%
OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD Stock Near Record High as AI Mega-Deals Fuel Rally – Analysts Eye $300 Target

AMD Stock at Record Levels on Oct. 27 Advanced Micro Devices’ stock is starting this week right near its all-time high after a breathtaking rally in recent weeks. As of Monday morning (Oct. 27), AMD traded around $252–$253 per share reuters.com, essentially unchanged after its record-setting jump last week. On Friday Oct. 24, AMD soared roughly 7% intraday and closed in the low-$250s – a new peak that put the stock up about 90% year-to-date ts2.tech. That blistering rally far outpaces other chip giants (for comparison, NVIDIA’s stock is up around 40–50% YTD, and Intel’s only modestly higher) ts2.tech. This
Nasdaq Rally Hits Speed Bump as Tech Stocks Wobble – Fed Warning and AI Jitters Shake Markets (Sept 24–25, 2025)

Dow Futures Soar as Fed Rate Cut Looms, Trade Deal Advances – Tech Earnings Fuel Record Rally

Dow Futures Extend Rally After Record Week U.S. stock index futures rose strongly early Monday, extending Wall Street’s bullish momentum after a record-breaking finish last week. Dow Jones Industrial Average futures gained roughly 337 points (about +0.7%) in pre-market trading watcher.guru, while S&P 500 futures added ~0.7% and Nasdaq 100 futures outpaced with a +2.3% surge watcher.guru. The rally comes on the heels of Friday’s powerful upswing, when cooler inflation data ignited broad buying. The Dow jumped ~400 points (≈+0.8%) Friday to close at an all-time high, with the S&P 500 and Nasdaq Composite each climbing ~0.8–1.0% to their own
IBM Stock Soars 28%: AI & Cloud Breakthroughs Fuel Historic Rally

Quantum Breakthrough Sends IBM Stock Soaring — Can the Rally Last?

IBM’s Oct. 22 earnings beat raised hopes. The company reported $16.3B in Q3 revenue, up 9% from a year ago newsroom.ibm.com, driven by double-digit gains in high-end hardware and AI software. CEO Arvind Krishna said innovation and investments are paying off. CFO James Kavanaugh noted “new innovation, the strength and diversity of our portfolio, and our disciplined execution” fueled double-digit EBITDA growth and strong free cash flow newsroom.ibm.com. IBM delivered Non-GAAP EPS of $2.65, well above the $2.45 analysts expected (an 11% YoY increase newsroom.ibm.com). All segments grew: software (inc. hybrid cloud/Red Hat) +10%, consulting +3%, infrastructure (AI mainframes &
25 October 2025
U.S. Stocks Rally as Shutdown Fears Fade – Markets Hit Fresh Records

Wall Street Explodes: Dow Jones Jumps 400 Points as Inflation Cools – Tech Stocks Lead, Fed Cuts Expected

Record Highs on All Fronts, Led by Tech Stocks Friday’s broad rally sent all major U.S. indexes to fresh highs. The Dow’s 400‑point gain topped the largest single‑day jump of 2025, while the S&P 500 and Nasdaq also closed at record levels economictimes.indiatimes.com. Market leadership was clear: technology and semiconductor firms outperformed. For example, Advanced Micro Devices surged 6.5% and Nvidia 4.2% on Friday economictimes.indiatimes.com. These gains reflect strong demand for AI and cloud computing products, as well as better-than-expected earnings in the sector. By contrast, shares of industrial and energy companies lagged. Boeing fell about 2.1% amid industry concerns,
IBM Stock Soars on Quantum Breakthrough and AI Revival – Key Updates (Sept 25, 2025)

Quantum Surprise: IBM Runs 10× Faster Error‐Correction on AMD Chips, Stocks Skyrocket

IBM and AMD’s Quantum Computing Push IBM and AMD are aggressively combining their strengths in quantum and classical computing. In August 2025 they announced a “quantum‑centric supercomputing” alliance, aiming to blend IBM’s quantum chips with AMD’s CPUs, GPUs and FPGAs amd.com amd.com. As IBM CEO Arvind Krishna put it, “Quantum computing will simulate the natural world and represent information in an entirely new way… [working] together… we will build a powerful hybrid model that pushes past the limits of traditional computing.” amd.com AMD’s CEO Lisa Su echoed this vision: by converging high‑performance and quantum computing, “we see tremendous opportunities to
AMD Stock Skyrockets on AI Mega-Deals – Is $300 Next?

AMD Stock Skyrockets on AI Mega-Deals – Is $300 Next?

In summary, AMD’s recent AI-driven surge has been fueled by heavyweight partnerships and robust demand, earning plaudits from executives and analysts alike. But the stock now sits at lofty valuations. Investors will be watching closely whether AMD can translate its new AI wins into sustained growth – success could justify prices well above today’s $235, while any misstep might curb the rally. As one analyst quipped, AMD is striving to be the “open, secure, and scalable” AI platform versus Nvidia’s closed box ts2.tech. Whether Wall Street’s bullish forecasts come true will depend on that bet paying off in the years
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