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NASDAQ:AMD News 4 September 2025 - 8 October 2025

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
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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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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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