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NASDAQ:AMD 4 September 2025 - 6 October 2025

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

AMD shares closed at $164.67 on October 6, 2025, valuing the company near $267 billion. The stock jumped about 30% year-to-date after a 2024 slump. AMD announced a multi-year deal to supply AI chips to OpenAI, potentially bringing in tens of billions in annual revenue. OpenAI also received warrants to buy up to 10% of AMD’s stock at a nominal price.
6 October 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Frenzy Adds $200 Billion to Chip Stocks – Nvidia, AMD Soar on Record Rally

Global semiconductor stocks gained over $200 billion in early October 2025 as Nvidia, AMD, Broadcom, SK Hynix, and Samsung shares surged. OpenAI’s launch of a popular AI app and new partnerships with Samsung and SK Hynix fueled the rally, pushing its valuation near $500 billion. Nvidia’s $100 billion deal to supply OpenAI with AI systems drove further gains. Intel entered talks to produce chips for AMD amid soaring AI demand.
5 October 2025
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AI Breakthroughs, Cyber Attacks & a $50B Gaming Shock – Tech News Roundup (Oct 4-5, 2025)

AI Breakthroughs, Cyber Attacks & a $50B Gaming Shock – Tech News Roundup (Oct 4-5, 2025)

OpenAI’s Sora 2 generative video app reached 56,000 downloads on its first day, topping Apple’s U.S. App Store. Electronic Arts is in advanced talks for a $50 billion buyout to go private. Japan’s Asahi Breweries halted production after a cyberattack, while WestJet confirmed a data breach exposing thousands of passport scans. OpenAI’s valuation hit $500 billion after a $6.6 billion secondary share sale.
5 October 2025
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Wall Street Hits Record Highs as Tech Stocks Soar and Shutdown Worries Melt

Wall Street Hits Record Highs as Tech Stocks Soar and Shutdown Worries Melt

The Dow, S&P 500, and Nasdaq all closed at record highs on Oct. 2–3, led by gains in technology and AI stocks. Tesla fell 5% despite strong Q3 deliveries, while Stellantis jumped up to 8% on robust U.S. sales. A federal shutdown delayed key economic data, fueling bets on Fed rate cuts. OpenAI’s funding round implied a $500 billion valuation, boosting AI enthusiasm.
3 October 2025
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Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

OpenAI’s valuation hit $500 billion after a major share sale, Reuters reports. Microsoft raised Xbox Game Pass to $29.99 per month and is shifting focus to AI. Qualcomm adopted ARM’s new v9 chip architecture, sending ARM shares up 5%. NASA’s NISAR satellite released its first radar images, while Blue Origin set mid-October for a Mars probe launch.
2 October 2025
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AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

AI Stocks Soar as $100B Nvidia-OpenAI Deal Sparks Frenzy – But Investors Eye Bubble

Nvidia said it will invest up to $100 billion in OpenAI, pushing its shares to record highs before a slight pullback. AI chipmakers and memory suppliers surged, with AMD up 2.7% and Micron, Western Digital, and Seagate gaining 5–9%. Alibaba stock jumped 10% on its AI push. U.S. and EU regulators advanced new AI disclosure laws.
30 September 2025
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Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
28 September 2025
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AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

AI Stocks Frenzy! Nvidia, Microsoft Soar on OpenAI Drive – Is a Bubble Brewing?

Nvidia jumped after announcing a $100 billion OpenAI investment, while Microsoft beat Q2 forecasts and pledged $30 billion for UK AI. Alibaba surged nearly 10% on a new AI model and Nvidia partnership. U.S. equity funds saw $12 billion in inflows, led by AI-focused ETFs. Analysts warn AI spending may outpace returns, with Bain estimating $500 billion/year needed for data centers by 2030.
28 September 2025
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AMD’s Explosive DDR5 Patent Could Double Your RAM Speed – But Don’t Hold Your Breath

AMD’s Explosive DDR5 Patent Could Double Your RAM Speed – But Don’t Hold Your Breath

AMD has patented a “High-Bandwidth DIMM” for DDR5 that doubles per-pin data rates from 6.4 Gbps to 12.8 Gbps by adding buffer chips and splitting each module into two pseudo-channels. The design uses standard DDR5 chips and a register/clock driver to merge two normal-speed streams. The technology requires new motherboard and CPU support and remains a patent application.
27 September 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

Susquehanna projects Nvidia’s AI-accelerator market share will drop from about 80% to 67% by 2030, with Broadcom rising to 14% and AMD to just over 4%. Broadcom says deployments by three hyperscale customers could generate $60–$90 billion in AI-chip revenue by FY2027. Nvidia plans to invest up to $100 billion in OpenAI and supply systems for at least 10 GW of compute from 2026. Google and AWS are expanding in-house chip development.
27 September 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $100 Billion OpenAI Power Play Sparks Antitrust Showdown

Nvidia will invest up to $100 billion in OpenAI, securing a long-term deal to supply chips for next-generation AI models. The alliance, announced September 22, aims to deploy 10 gigawatts of AI supercomputing capacity. U.S. regulators have opened antitrust inquiries, citing concerns the partnership could stifle competition and limit access to AI hardware.
23 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 🚀💰

Nvidia and AMD shares have each climbed about 30% in 2025, while Intel has surged nearly 48% from last year’s lows. Nvidia’s market cap topped $4 trillion as its GPUs captured 94% of the graphics processor market. AMD posted 32% year-over-year Q2 revenue growth and gained CPU share from Intel. Intel rebounded with government backing and a new partnership with Nvidia.
21 September 2025
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AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

Shockwaves in Silicon: Nvidia’s AI Chip Ban in China Escalates the Tech Cold War

China’s internet regulator has ordered tech giants including Alibaba and ByteDance to stop buying and testing Nvidia’s latest RTX 6000D AI chips, escalating restrictions on U.S. chipmaker sales. The move follows tightened U.S. export controls and affects about 13% of Nvidia’s sales. Nvidia’s stock dropped 3% on the news. Chinese firms are turning to domestic chips and alternatives.
17 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

The global AI chip market is projected to surpass $400 billion by 2030, with data center GPU sales from NVIDIA alone hitting $80 billion in 2024. Taiwan’s TSMC manufactures about 90% of the world’s most advanced chips, making the island a key supply chain hub. The U.S. leads in design and has tightened export controls on China, which is investing heavily to boost domestic production. Demand for AI chips is surging across industries.
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

AMD quietly launched four new Ryzen CPUs in September 2025, including the Ryzen 7 9700F and Ryzen 5 9500F, both Zen 5 chips without integrated graphics. The 9700F is North America-only, while the 9500F will see global release. Retailers list the 9700F at $294 in the U.S. and the 9500F around $218, with official MSRPs unannounced. Most models are region-locked, targeting budget markets in Asia and Latin America.
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

Oracle stock soared 36% after unveiling a $300 billion cloud deal with OpenAI, its biggest gain since 1992, pushing the S&P 500 and Nasdaq to record closes. The surge lifted chipmakers Nvidia, Broadcom, and AMD, while Oracle co-founder Larry Ellison’s net worth jumped to $392.6 billion. Palantir shares rose on a UK defense AI deal. Synopsys plunged 36% after missing revenue targets.
11 September 2025
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AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

AI Stock Frenzy: $10B Chip Deal Ignites Rally, Amazon’s ‘Quick Suite’ Leak & Salesforce’s AI Setback

Broadcom shares surged 15% after announcing a $10 billion AI chip deal, while Nvidia and AMD fell as investors eyed a shift to custom chips. Amazon rose 4% on reports of a new AI workplace tool. Salesforce dropped 8% after a weak revenue forecast. Anthropic agreed to pay $1.5 billion to settle copyright claims over AI training data.
6 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

Nvidia controls 80–90% of the AI chip market, with its GPUs like the $40,000 H100 driving company value past $1 trillion in 2023. OpenAI is co-designing custom chips with Broadcom, placing a $10 billion order and aiming for 2026 production. Global data center AI chip spending soared from $17 billion in 2022 to $125 billion in 2024. The U.S. has tightened export controls on advanced AI chips to China, prompting domestic chip efforts.
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’s Claw A8 handheld gaming PC, powered by AMD’s new Ryzen Z2 Extreme chip, launched in China in July 2025 for ¥6,999 RMB ($970), with European pre-orders at €999 and a UK release expected in October. Early benchmarks show an 8% performance gain over its Intel-based predecessor at 17 W TDP. The device features an 8-inch 120 Hz touchscreen, Hall Effect sticks, and an 80 Wh battery for up to 4 hours of gaming. No U.S. release date confirmed.
4 September 2025
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Stock Market Today

  • First Majestic Silver TSX:AG Gains 206% in One Year: Is It Still a Buy?
    June 1, 2026, 11:46 PM EDT. First Majestic Silver (TSX:AG) has surged 206.5% over the past year, closing recently at C$28.81. The company's valuation is close to fair value, with a discounted cash flow (DCF) model estimating intrinsic worth at C$28.16 per share, just 2.3% below the current price. Despite strong recent returns, the stock scores 1 out of 6 on valuation checks, suggesting limited undervaluation. Free cash flow projections remain robust, supporting the current price level. Investors should consider ongoing sector shifts, trading volumes, and potential market fluctuations when evaluating First Majestic Silver's position in the silver mining sector.

Latest articles

Wall Street Finishes at New Highs on AI Surge; HPE Grabs Spotlight After Hours

Wall Street Finishes at New Highs on AI Surge; HPE Grabs Spotlight After Hours

2 June 2026
S&P 500 and Nasdaq closed at record highs, led by Nvidia’s 6.3% surge after its new RTX Spark chip launch. HPE shares soared 36% post-earnings as revenue jumped 40% and guidance rose. After-hours, major ETFs slipped: SPY down 0.23%, QQQ off 0.35%. Only tech and energy sectors finished higher. Oil spiked 4.24% on U.S.-Iran tensions. Factory PMI hit 54.0, strongest since May 2022.
Broadcom Shares Up Ahead of Earnings With AI Sales in Focus

Broadcom Shares Up Ahead of Earnings With AI Sales in Focus

2 June 2026
Broadcom jumped 3% to $459.97 ahead of Wednesday’s Q2 earnings, with options pricing in a 9% swing either way. Analysts raised targets, led by HSBC’s $600 call. Investors focus on AI chip and networking demand through 2027 after Q1 AI revenue soared 106% to $8.4B. Q2 guidance: $22B revenue, 68% adjusted EBITDA margin. Risks flagged if AI orders or forecasts disappoint as stock nears consensus target.
Digital Brands Group Shares Surge After $125 Million Order Update, With Filing Risk in Focus

Digital Brands Group Shares Surge After $125 Million Order Update, With Filing Risk in Focus

2 June 2026
Digital Brands Group soared 73% to $0.84 after announcing first purchase orders under its GCC partnership and a $125 million U.S. program, then hit $1.17 after-hours. Q1 revenue fell to $1.3 million with a net loss of $11.4 million. Volume spiked to 63.22 million shares. The company faces ongoing losses, a $7.5 million working capital deficit, and dilution risk from its $100 million ATM share program.
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