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FOUND: 95 - What They Never Told You

Intel promises Panther Lake graphics will ‘set a new standard’ – and I think that could be good news for future handhelds

Just hope it doesn't lead to ludicrous pricing...

TechRadar

AI Revolution Forces Companies To Rethink Software Development As OpenAI Speeds Up Product Cycles

AI is transforming not just what products companies create, but how they develop software, forcing firms to rethink traditional engineering cycles.

Benzinga

Taiwan Semiconductor's Growth Streak Continues As Apple And Nvidia Orders Pile Up

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported that its consolidated net revenue for September 2025 reached 330.98 billion New Taiwanese dollars, up 31.4% year-over-year. The revenue declined just 1.4% from August 2025.

Benzinga

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Nvidia CEO Jensen Huang Says He's 'Surprised' AMD Would Give Away 10% Of The Company In Its Deal With OpenAI: 'It's Clever, I Guess'

On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising."

Benzinga

Costco, AMD, Recursion Pharmaceuticals, Cipher Mining And Snowflake: Why These 5 Stocks Are On Investors' Radars Today

On Wednesday, major U.S. indices closed mixed, with the Nasdaq rising 1.1% to 23,043.38 and the SP 500 slipping nearly 0.6% to 6,753.72. The Dow Jones Industrial Average was unchanged at 46,601.78.These are the top stocks that gained the attention of retail traders and investors through the day: Costco Wholesale…

Benzinga

Analysts Say Micron Has ‘More Room to Run.’ Should You Buy MU Stock Here?

Micron’s AI-fueled rally may not be done yet, but investors should weigh the memory boom’s upside against a potential cyclical cooldown.

Barchart

Nvidia Stock Got Rocked by AMD’s OpenAI Deal, But Wall Street Still Loves NVDA

Despite the recent downturn, Nvidia continues to find takers among the analyst community.

Barchart

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Betting On Super Micro? This ETF Is The Hottest Way To Play The AI Server Surge

Amid fresh enthusiasm for generative AI infrastructure, one fund — The Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) — offers single-stock exposure to Super Micro Computer Inc (NASDAQ:SMCI).

Benzinga

Intel's most powerful CPU ever may have been spotted - 86-core Granite Rapids-WS has a 4.8GHz base speed and will give AMD's ThreadRipper HEDT a run for its money

Intel Granite Rapids-WS engineering sample spotted online with 86 cores and 172 threads.

TechRadar

AMD Stock Is Soaring on an OpenAI Deal, But Analysts Still Think It Can Climb 35% From Here

AMD stock gained more than 20% on Monday, following its partnership with OpenAI, which is expected to significantly widen the chipmaker's revenue base.

Barchart

The AI valuation bubble is now getting silly

The broad parallels are genuinely close to the madness of the late-1990s dotcom bubble

The Guardian - UK

Unusual Activity in Advanced Micro Devices Options Highlight Investors' Enthusiasm - But Is AMD Stock at a Peak?

Today, a large volume of call options in AMD stock traded after Advanced Micro Devices announced a major deal with OpenAI on Oct. 6. AMD shot up 28.5% and it's up 6% again today. Investors are bullish on its upside.

Barchart

AMD-OpenAI Mega Deal Ignites 77% Surge In This ETF

GraniteShares 2x Long AMD Daily ETF (NASDAQ:AMDL) is attracting new investor interest as Advanced Micro Devices Inc (NASDAQ:AMD) solidifies its place in the race for AI hardware with a blockbuster deal with OpenAI and potential foundry cooperation with Intel Corp (NASDAQ:INTC).

Benzinga

Can AMD Stock Keep Flying After an 85% Takeoff?

AMD’s long-term catalysts are compelling. However, after a 76% rally, AMD isn’t cheap.

Barchart

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MarketBeat

AMD and OpenAI: A Partnership That Just Redrew the AI Map

AMD's landmark partnership with OpenAI validates its AI technology and redefines its long-term growth potential in the competitive semiconductor industry.

Benzinga

What's Going On With AMD Stock Wednesday?

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Wednesday morning, maintaining momentum from a significant surge earlier in the week following the announcement of a multi-year partnership with OpenAI. Here’s what investors need to know.

inkl

Nvidia Invests $5B in Intel: A Strategic Bet to Reshape the CPU-GPU Market

On September 18, the tech market was abuzz with historic news: Nvidia announced a $5 billion investment in Intel. Furthermore, the companies announced the start of joint development of x86-compatible processors.

Benzinga

Jensen Huang Drops Bombshell Warning: Nvidia's Guidance Assumes 'China Zero' — Says US Could 'Hurt American Companies Worse' With Total Tech Ban

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang stated in a recent interview with CNBC’s Jim Cramer that the AI chip giant's financial guidance already accounts for zero revenue from China.

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Benzinga

OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos

A critical examination of the AI industry’s financial mechanics, dubbed the “AI Infinite Money Glitch,” is raising alarms among financial analysts and tech critics.

Benzinga

Intel To Reportedly Unveil Details Of Upcoming Laptop Chip This Week

Intel Corporation (NASDAQ:INTC) will reportedly reveal the technical details of its upcoming laptop chip on Thursday.

Benzinga

Elon Musk Questions OpenAI's 'Nonprofit' Status After $500 Billion Valuation, Nvidia's $100 Billion Deal And AMD Stake

Earlier this week, Elon Musk reignited his criticism of OpenAI's corporate structure after a post highlighted the company's soaring valuation and deep partnerships with tech giants like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD).

Destructoid

Best 2XKO settings for less lag and max FPS

See no lags.

Benzinga

Nvidia's Jensen Huang Downplays AMD Rivalry, Says 'We're Very Different Companies' Following Partnership With OpenAI

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, shrugged off concerns regarding competition from Advanced Micro Devices Inc. (NASDAQ:AMD), following the latter’s recent partnership with ChatGPT-parent OpenAI.

Axios

Welcome to the mega-blob: AI firms are fusing into one big lump

OpenAI's AMD deal is the latest sign big AI firms are entangling supply chains, ownership and responsibility.

The Guardian - UK

Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?

Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD

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