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INSANE: 2 - The Real Truth

Nvidia's New Partner And Rival: Intel, AMD Witness Improving Technical Indicators Amid Solid Momentum Gains

The semiconductor trio, which includes Nvidia Corp.‘s (NASDAQ:NVDA) rival turned partner Intel Corp. (INTC) and its peer Advanced Micro Devices Inc. (AMD), have been riding a wave of momentum, signaling a potential shift in the tech landscape.

Benzinga

Nvidia's Dominance Faces New Challenge As Israeli Startup NextSilicon Develops Central Processor That Could Rival Intel, AMD

NextSilicon, an Israeli startup, announced that it is developing a central processor aimed at challenging Intel Corp. (NASDAQ:INTC) and Advanced Micro Devices Inc. (NASDAQ:AMD), while also positioning itself to compete with Nvidia Corp.’s (NASDAQ:NVDA) platforms.

Benzinga

Cathie Wood Bets $21 Million On Robinhood, Snaps Up Netflix — Sells These Two Hot AI Stocks

On Wednesday, Cathie Wood‘s Ark Invest made significant trades involving Robinhood Markets Inc. (NASDAQ:HOOD), Netflix Inc. (NASDAQ:NFLX), Advanced Micro Devices Inc. (NASDAQ:AMD), and Palantir Technologies Inc. (NASDAQ:PLTR). These trades reflect Ark’s strategic positioning in the market amidst various economic indicators and corporate developments.

Benzinga

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Jim Cramer Envies AMD, Dell Shareholders Because He Likes Those Stocks 'So Much' — Unfortunately, They 'Left The Train' Without Him

On Wednesday, Jim Cramer said he is envious of Advanced Micro Devices Inc. (NASDAQ:AMD) and Dell Technologies Inc. (NYSE:DELL) shareholders after missing out on their explosive stock rallies this year.

Benzinga

Options Corner: Advanced Micro Devices Is Up Big But The Math Suggests There's More Room For Growth

Under ordinary circumstances, whenever a top-level enterprise like Advanced Micro Devices Inc (NASDAQ:AMD) rises sharply higher, hesitation naturally occurs for those who didn't yet punch their tickets. Unlike lesser-known entities where growth potential could be colloquially boundless, a very real threat exists that the good news is already baked into…

Benzinga

Direxion's AMUU, AMDD ETFs Facilitate Speculation In Advanced Micro Devices' Wild Ride

Although semiconductor giant Advanced Micro Devices Inc (NASDAQ:AMD) took the market by storm with a potentially landmark deal, the extreme enthusiasm toward artificial intelligence raises concerns about an unsustainable bubble. As such, last week saw AMD stock tumble into the red after what appeared to be an auspicious start to…

Benzinga

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

Benzinga

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Wall Street Charges Back To Record Highs, Gold Hits $4,050: What's Moving Markets Wednesday?

The brief pause in the market rally didn't last long. Wall Street resumed its climb toward fresh records on Wednesday, powered by another relentless surge in technology stocks — while in commodities, gold continues to defy the laws of gravity.

Benzinga

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

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.

Benzinga

Stocks, Bitcoin Slip, Gold Hits $4,000: What's Moving Markets Tuesday?

Risk sentiment is taking a breather after days of a relentless rally, with all major Wall Street indexes trading in negative territory and sharper declines hitting the most speculative assets, such as cryptocurrencies.

Benzinga

Dot-com fears rise with tech stocks seeing $100 billion swings

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era. Advanced Micro Devices…

Fortune

Analysts React To OpenAI's 'Wild' $100 Billion Deal With AMD: 'We're In The Second Inning of A Nine-Inning Game,' Says Dan Ives

Leading analysts are hailing Advanced Micro Devices Inc.'s (NASDAQ:AMD) new partnership with OpenAI as a breakthrough moment for the chipmaker, one that could propel it to the center of the AI arms race.

Benzinga

Famed Short-Seller Jim Chanos Questions AMD's Revenue Forecast Following OpenAI Deal: 'Shouldn't This Deal Bring In More… For $AMD?'

Renowned short-seller Jim Chanos has publicly questioned the financial benefits of the landmark partnership between Advanced Micro Devices Inc. (NASDAQ:AMD) and OpenAI, suggesting the deal may not be as lucrative for AMD as it appears.

Benzinga

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Benzinga

AMD Stock's Sellerless Surge: Cramer's Crystal Ball Says Bubble Or Boom?

Jim Cramer picked up a megaphone for Advanced Micro Devices Inc (NASDAQ:AMD), posting bluntly on X: "AMD headed to 75? Where are the sellers?" and "AMD not a seller to be found."

Benzinga

Nasdaq 100 Top 25,000 As AMD Spikes, Gold Eyes $4,000: What's Moving Markets Monday?

Benzinga

Stock Of The Day: Where Will The Advanced Micro Devices Rally End?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) spiked on Monday after the company announced that it is forming a partnership with OpenAI. Many investors believe this will be a great fit.

Benzinga

Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst

U.S. chipmakers including NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Advanced Micro Devices Inc (NASDAQ:AMD), Marvell Technology Inc (NASDAQ:MRVL), and Credo Technology Holding Ltd. (NASDAQ:CRDO) are set to benefit from a massive wave of artificial intelligence infrastructure spending projected to top $1.2 trillion by 2030.

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Benzinga

Nvidia's Value Reaches $4.6 Trillion, Bitcoin Eyes $120,000: What's Moving Markets Thursday?

On the second day of the U.S. government shutdown, Wall Street remains largely subdued, with indexes showing only slight midday declines after touching fresh record highs at the open.

Benzinga

Cathie Wood Makes Trading Blitz: Buys Alibaba Stock Worth $11 Million, Dumps AMD And This AI Stock (CORRECTED)

Editor’s Note: The story's headline has been updated to correct a typo.

Benzinga

AMD's Underdog Moment: Nvidia-Intel Alliance Raises The AI Stakes

Nvidia Corp (NASDAQ:NVDA) just handed Advanced Micro Devices Inc (NASDAQ:AMD) a fresh headache. The chip giant is teaming up with Intel Corp (NASDAQ:INTC) in a sweeping $5 billion collaboration to co-develop custom CPUs, GPUs, and AI infrastructure, leaving AMD on the outside looking in at a new two-horse race in…

Benzinga

Cathie Wood's Reshuffle Tuesday: Loads Up On AMD, Figma And Bullish, Trims Tempus AI

On Tuesday, Cathie Wood-led Ark Invest executed significant trades, including buying shares of Advanced Micro Devices Inc. (NASDAQ:AMD) and Bullish Inc. (NYSE:BLSH), while selling shares of Tempus AI Inc. (NASDAQ:TEM). Additionally, Ark purchased Figma Inc. (NYSE:FIG) stock, reflecting strategic adjustments in its investment portfolio.

Benzinga

Cramer Flags Oracle Rally As 'Strange,' Says Nvidia And AMD Aren't Getting Any Love

Oracle Corp. (NYSE:ORCL) may be one of Wall Street's hottest AI bets, but CNBC's Jim Cramer says something isn't adding up. Despite Oracle's stock strength, chipmakers that would logically benefit from the company's data center growth, like Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), are barely moving.

Benzinga

Nvidia's Biggest Threat? AMD's New Chips Are Built For AI War

Nvidia Corp's (NASDAQ:NVDA) dominance in AI chips is facing its fiercest challenge yet as Advanced Micro Devices Inc’s (NASDAQ:AMD) new GPUs step squarely into the AI arms race. At this year's Hot Chips 2025, AMD unveiled details of its MI350 series while reiterating a 2026 launch for the MI400 lineup—advancements…

Benzinga

Nvidia's Big Moment Is Here: Will AMD's Saudi Arabia Megadeal Upstage It?

It's Nvidia Corp's (NASDAQ:NVDA) week to shine as earnings land on Wednesday after the bell. But Saudi Arabia may have just given rival Advanced Micro Devices Inc (NASDAQ:AMD) a stage-stealing spotlight. The kingdom's new AI startup, Humain, has broken ground on its first data centers in Riyadh and Dammam, a…

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