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NASDAQ:AMD News 4 September 2025 - 6 October 2025

Sanmina Stock Skyrockets on AMD-OpenAI AI Deal – Key Financials, Trends & Outlook 2025

Sanmina Stock Skyrockets on AMD-OpenAI AI Deal – Key Financials, Trends & Outlook 2025

Stock Performance: 2025 Rally and Recent Surge Sanmina’s stock has delivered exceptional performance in 2025, culminating in a dramatic spike on October 6, 2025. On that day, the stock jumped about 22–23% in a single session, closing around $140 (up ~$25.9) gurufocus.com. In intraday trading it hit a new 52-week high of $158.00 investing.com. This surge was directly catalyzed by news of a landmark AMD–OpenAI partnership, which sent ripples through the tech sector. Sanmina, as a manufacturing partner to AMD, was swept up in the excitement. The stock’s one-year chart is impressive – up nearly 70% year-over-year – reflecting a
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 year reuters.com. At a ~$267 billion market capitalization reuters.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-date ts2.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
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

AI Hype Reignites Chip Rally After a brief lull in sentiment, enthusiasm about artificial intelligence came roaring back in early October 2025 – sparking a record-setting rally in semiconductor stocks. Globally, chipmakers added over $200 billion in combined market value within days as investors piled into the sector on fresh AI optimism electronicsforyou.biz. NVIDIA looked set to power higher, and fellow AI-exposed names like Advanced Micro Devices (AMD) and Broadcom were also climbing amid renewed spending excitement driven by OpenAI itiger.com. This marked one of the biggest tech stock booms since the initial ChatGPT craze, reaffirming that AI remains the
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)

Consumer Technology & Gadgets This weekend saw notable moves in consumer tech, from innovative new apps to eyebrow-raising hardware findings. OpenAI’s Sora 2 app – a creative tool that turns text prompts into hyper-realistic videos with sound – officially launched and became a viral hit. Despite being invite-only and available only in the U.S. and Canada, Sora shot up to the No.1 overall free app on Apple’s App Store techcrunch.com. Industry data showed 56,000 downloads on day one, putting Sora’s debut ahead of other major AI app launches like Anthropic’s Claude and Microsoft’s Copilot techcrunch.com techcrunch.com. Analysts noted that demand
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

In-Depth Report Market Rally: Index Performance Wall Street extended its winning streak into early October 2025. On Oct. 2 all three major U.S. indexes set new closing records: the S&P 500 rose 0.06% to 6,715.35, the Dow climbed 78.62 points (0.17%) to 46,519.72, and the Nasdaq jumped 88.89 points (0.39%) to 22,844.05 abcnews.go.com adn.com. Thursday’s session (Oct. 2) was the fifth straight day of gains. Tech shares led the way; indeed, the Nasdaq and S&P both hit intraday highs before the close abcnews.go.com. By Friday (Oct. 3) the rally continued at a more modest pace: U.S. futures and market wraps
3 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

Key Facts: Tech Stocks Fuel an AI-Led Rally Wall Street’s late-Sept surge was led by big-tech on AI expectations. The Nasdaq rose ~0.5% on Sept. 29 as investors looked past US fiscal jitters and focused on growth. Nvidia was a standout: after Monday’s $100B OpenAI announcement reuters.com, NVDA shares reached all-time highs. The stock then pulled back slightly (down ~2.8% on Sept. 23) but rebounded +2% on Sept. 29 reuters.com reuters.com. Other “Magnificent Seven” names also rose: Microsoft gained +0.6% and Amazon +1.1% on the day michigansthumb.com reuters.com. (In the prior week all had dipped on Powell’s policy comments reuters.com,
30 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?

The late-September surge left US indexes near record highs on renewed AI optimism. “There needs to be a catalyst for stocks to move materially higher,” notes Oliver Pursche of Wealthspire Advisors, warning that stretched valuations mean markets may be ignoring potential headwinds reuters.com. Dan Moczulski of eToro cautions retail investors: “The risk comes when people treat generic models like ChatGPT or Gemini as crystal balls” reuters.com. Even OpenAI’s CEO Sam Altman has admitted the AI industry faces “bubble fear” despite explosive revenue growth nasdaq.com. In short, AI-focused stocks and funds have drawn massive investor attention and flows, driven by big
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

In-Depth Report: Double DDR5 Bandwidth on the Horizon? 1. The patent and how it works. Late September 2025, AMD was spotted filing a patent for what it calls a “High-Bandwidth DIMM” for DDR5 memory pcgamer.com tech4gamers.com. According to the filing, each HB-DIMM has extra buffer chips plus a smart controller (an RCD) on the DIMM. The RCD decodes addresses and commands, and uses a chip-identifier bit to steer signals into two separate pseudo-channels of DRAM on the same module tech4gamers.com pcgamer.com. Because of this, the module can transmit data at twice the normal per-pin rate. In practice, AMD’s example shows
27 September 2025
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Fastest PC Chip Ever? Qualcomm’s New Snapdragon X2 Takes Aim at Apple and Intel

Fastest PC Chip Ever? Qualcomm’s New Snapdragon X2 Takes Aim at Apple and Intel

Qualcomm’s Bid to Redefine High-Performance PCs Qualcomm announced the Snapdragon X2 Elite and Elite Extreme at its annual Snapdragon Summit 2025 in Maui, marking a major push to challenge Apple and Intel in laptop processors spectrum.ieee.org. These new chips target “ultra-premium” Windows 11 notebooks – think high-end laptops and 2-in-1s – promising a combination of top-tier speed, on-device AI smarts, and long battery life wearablesearch.tistory.com. It’s a bold gambit by Qualcomm, which after “well over a decade” of effort finally gained traction in Windows PCs last year theverge.com with the first-gen Snapdragon X Elite. That initial success (even powering some
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.net macrotrends.net, vastly outperforming the broader market. Intel – which plummeted last year – has surged about 47% in 2025 macrotrends.net, 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.com – high, but arguably justified by 56%+ revenue growth and
21 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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AI Stock Frenzy: Google’s $210 Billion Win, Nvidia’s Trillion-Dollar Boom, Microsoft’s Mega AI Deal & Tesla’s Bold Pivot in 48 Hours

AI Stock Frenzy: Google’s $210 Billion Win, Nvidia’s Trillion-Dollar Boom, Microsoft’s Mega AI Deal & Tesla’s Bold Pivot in 48 Hours

Alphabet Soars on Antitrust Victory Fueled by AI Alphabet Inc. – Google’s parent – saw its stock rocket 9% to a record high on Sept 3 after a U.S. judge refused to break up the company in an antitrust case reuters.com. The ruling lifted a huge regulatory cloud and explicitly cited the rise of AI tools like ChatGPT as emerging search competition undermining monopoly concerns reuters.com. Judge Amit Mehta opted for targeted remedies (like data-sharing with rivals) over drastic measures, a decision analysts called “pragmatic” and a clear win for Google reuters.com reuters.com. The outcome preserves Google’s control of Android and
4 September 2025
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