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AMD
Trends
- 1
Investors are closely watching AMD ahead of its latest earnings report, with analysts saying the chipmaker needs a strong outlook to convince markets it can keep pace in the AI race. Commentary highlights fears that weakness could mirror Intel's struggles, while some outlets argue the stock could surprise on the upside, with data-center guidance seen as the key number. The shares are trending in searches across the US, Canada, the Netherlands and Sweden.
- 2
Investing.com reports premarket movers showing Trump Media and AI infrastructure stocks declining while AMD gains. Traders are watching the tech-heavy moves ahead of the opening bell, with AMD standing out as a notable gainer among semiconductor names.
- 3
The S&P 500 is at the center of market discussion after a recent breakdown, with commentators asking whether fears about further declines are overblown. Bloomberg reported stocks halted back-to-back losses as oil prices eased, while the Wall Street Journal flagged AMD, CoreWeave and McDonald's as stocks to watch. Separately, SPX Technologies slipped 0.82% to $166.04, consolidating between key levels.
- 4
AMD reports quarterly earnings on November 3, and investors are watching closely. The company recently announced a strategic partnership with Meta to power its superintelligence infrastructure, a deal analysts say could give Meta significant influence over AMD. Wedbush highlights server CPU demand as a key growth driver, while commentators warn AMD needs a strong outlook to avoid losing ground to Intel amid rising concerns about AI spending sustainability. Previews also weigh OpenAI-related expectations against the strength of AMD's EPYC chip business.
- 5
AMD shares are down roughly 26%, drawing attention as the chipmaker prepares to report earnings. Commentators are debating whether the stock is primed for a comeback, while analysts at Susquehanna adjusted price targets on AMD, Intel and Qualcomm. Rising bond yields and oil prices have added pressure across tech stocks, with AMD sliding alongside the broader semiconductor sector as investors weigh its outlook.
- 6
AMD reported a record quarterly result, with its data center business doubling on strong demand for AI hardware, while its gaming segment fell sharply. Analysts issued bullish notes on the company's AI chip sales outlook, lifting the stock. The news comes as rival Intel suffered its worst day on the market since the 1970s, erasing roughly $12 billion from the US government's stake, sharpening the contrast between the two chipmakers.
- 7
Commentators are debating what Zohran Mamdani's success means for the Democratic Party, with the so-called "Mamdani lesson" framing debates over whether progressive, affordability-focused campaigns offer a winning electoral blueprint or a risky turn. Party strategists, commentators and politicians are weighing in on what his approach says about messaging, coalition-building and the direction of Democratic politics heading into future elections.
- 8
Ark Invest, led by Cathie Wood, sold stakes in AMD, SpaceX-related holdings and Alphabet while adding positions in healthcare and biotech names including Compass Pathways, Intellia and CRISPR Therapeutics. The portfolio shift comes as tech investors watch AI-exposed stocks closely, with CoreWeave shares sliding after Nvidia's Jensen Huang said he remains optimistic about the AI firm.
- 9
The Nasdaq fell 0.4% as chip stocks extended a sell-off, with Nvidia, Micron and AMD among the losers. The broader market was shaken by a rough earnings session: Intel plunged more than 22% and Amazon dropped over 12%, raising questions about what comes next. Some stocks bucked the trend, with MongoDB gaining after BofA pointed to its long-term AI strategy, while several Nasdaq names led premarket gainers.
- 10Altera unveils Agilex 2X FPGA and SoC portfolio●Altera Announces Agilex 2X, a Complete FPGA and SoC Portfolio
Altera has announced Agilex 2X, described by the company as a complete portfolio of FPGAs and system-on-chip devices. The launch expands Altera's Agilex line and signals its push to compete across the programmable logic market. Interest centers on what the new devices offer in performance, power and pricing, and how they position the company against rivals such as AMD's Xilinx.
- 11
US stock indices are trading cautiously, with the Dow Jones closing lower as investors wait for election results and AMD's earnings report. In Spain, financial commentary is also debating whether Alphabet shares represent a historic buying opportunity or a bearish trap. Traders are watching the S&P 500 closely amid uncertainty over the political outcome and key tech earnings.
- 12
AMD stock dropped roughly 11% in a single day after Intel issued a warning about weak PC demand, rattling the wider semiconductor market. Investors are debating whether the sell-off is a buying opportunity or a sign of more downside. Analysts at Jefferies note expectations for AMD remain high, with limited near-term upside, adding to uncertainty around the chipmaker's short-term outlook.
- 13AMD expects to outsell Intel for the first time●AMD expects to outsell Intel in Q4 for the first time in history
AMD has issued fourth-quarter revenue guidance of around $17 billion, which would exceed Intel's projected sales and mark the first quarter in history in which AMD outsells its longtime rival in the x86 processor market. The milestone reflects AMD's gains in data center and client CPUs, powered by demand for its Ryzen and EPYC chips, while Intel continues its turnaround effort. Industry observers see it as a symbolic turning point in a rivalry dating back decades.
- 14
AMD's share price is moving ahead of its third-quarter earnings report, expected Tuesday. The stock rose to around $516 in premarket trading after sliding about 3% amid lingering worries over the PC market, while Intel dropped 5% and NVIDIA edged higher. Analysts are mixed: Jefferies sees limited near-term upside given high expectations, though Susquehanna raised its price target to $650 from $620, and investors are watching AMD's push to catch NVIDIA in AI chips.
- 15MPV 0.42 Released with AMD Frame Rate Conversion and Wayland Support●# MPV 0.42 Open-Source Video Player Released with# AMD Frame Rate Conversion Filter, # Wayland Session and Color Managem
The open-source MPV video player has reached version 0.42, introducing a new AMD frame rate conversion filter, Wayland session and color management support, and other improvements. The release is drawing attention in the Linux and free software community, with coverage from open-source news outlets highlighting the player's continued development on Linux desktop technologies.
- 16
Investors are tracking AMD's stock price after analyst commentary from Jefferies suggested the chipmaker faces high expectations with limited room for near-term gains. The note has fueled discussion about whether the stock's current valuation leaves much upside despite strong interest in AMD's data center and AI chip business.
- 17
German investors are watching AMD stock ahead of the company's upcoming earnings report. After a recent price correction, the shares have staged a recovery rally, and market commentators are asking whether the rebound can hold once quarterly results are released. Traders are weighing whether the numbers will justify the renewed optimism around the chipmaker.
- 18AMD inks up to $60 billion AI chip deal with Meta●AMD agreed to sell up to $60 billion of AI chips to Meta over five years and gave Meta warrants to buy up to 10 percent
AMD has agreed to supply Meta with up to $60 billion of AI chips over five years, in one of the largest semiconductor deals on record. As part of the agreement, Meta received warrants to buy up to 10 percent of AMD's shares if supply and deployment milestones are met. The deal positions AMD as a significant challenger to Nvidia in the AI accelerator market and signals Meta's push to expand its AI computing capacity.
- 19Appeals Court Clears Mamdani Administration's Pied-à-Terre Policy▼Appeals Court Gives Mamdani Administration Green Light on Pied-à-Terre Rollout
An appeals court has ruled in favor of the Mamdani administration, allowing it to proceed with its pied-à-terre rollout. The decision clears a legal hurdle that had been holding up the policy, meaning the administration can now move ahead with implementation. Details of the court's reasoning and the administration's next steps remain limited.
- 20
Zohran Mamdani, the democratic socialist politician, is drawing widespread attention, with his name trending among top searches in Britain and Australia and circulating widely on social media. People are discussing his rise and what his political profile means beyond the United States, with commentary appearing across English-speaking audiences.
- 21Appeals Court Dismisses Lawsuit Over Mamdani's Second-Home Tax▼Appeals Court Throws Out Lawsuit Over Mamdani’s Second-Home Tax
An appeals court has thrown out a lawsuit challenging Zohran Mamdani's proposed second-home tax. The ruling removes a legal obstacle to the tax, which would target owners of additional properties in New York City and has been a signature proposal of Mamdani's. The decision is drawing attention from housing advocates and property owners watching how the policy may move forward.
- 22Appeals court tosses lawsuit over Mamdani pied-à-terre tax rollout▼Appeals court tosses lawsuit over Mamdani’s pied-à-terre tax rollout, ruling homeowners can’t sue over notices
An appeals court has dismissed a lawsuit challenging the rollout of Zohor Mamdani's pied-à-terre tax, ruling that homeowners cannot sue over the notices they received about the measure. The decision removes a legal obstacle to the tax's implementation, which targets mostly vacant second homes in New York City. Supporters see the ruling as clearing the way for the policy; opponents argue homeowners were denied a meaningful avenue to contest it.
- 23Appeals Court Clears Way for Mamdani's Pied-à-Terre Tax▼Appeals Court Allows Mamdani to Move Forward with Pied-à-Terre Tax
A New York appeals court has ruled that Zohram Mamdani's proposed tax on luxury pied-à-terre properties can move forward. The plan would impose a levy on second homes left largely vacant by wealthy owners, a contentious idea that has drawn strong opposition from real estate interests. The decision clears a legal hurdle for the proposal.
- 24Appeals court clears Mamdani's second-home tax plan▼Appeals Court allows Mamdani to implement second-home tax; reverses Staten Island ruling
An appeals court has reversed a Staten Island ruling, clearing the way for Zohran Mamdani to implement a second-home tax in New York City. The decision removes a legal obstacle to the proposal, which targets owners of additional residences, and marks a significant victory for the plan after earlier judicial pushback in Staten Island.
- 25Appeals Court Lets NYC Pied-à-Terre Tax Move Forward in Win for Mamdani▼Appeals Court Hands Mamdani Key Win in Allowing NYC Pied-à-Terre Tax to Move Forward
A New York appeals court has handed Mayor-elect Zohran Mamdani a significant legal victory, allowing the city's proposed pied-à-terre tax on luxury second homes to proceed. The ruling clears a key legal hurdle for the tax, which targets part-time residents' vacant or rarely used apartments as a new source of city revenue.
- 26NYC's pied-à-terre tax wins in court, fight continues▼NYC Mayor Zohran Mamdani's pied-à-terre tax just got a big win in court. But the legal fight is not over.
A court has ruled in favor of New York City Mayor Zohran Mamdani's pied-à-terre tax, a levy targeting largely vacant luxury apartments owned by part-time residents. The ruling marks a significant early win for the policy, but opponents are expected to continue challenging it, meaning the legal dispute is far from resolved.
- 27SpaceX, Tesla, Micron and AMD Among Stocks Moving Today's Market▼SpaceX, Tesla, Micron, AMD, Lockheed, CVS, DJT, and More Stocks That Explain Today’s Market
Barron's rounded up the stocks explaining the day's market action, including SpaceX, Tesla, Micron, AMD, Lockheed Martin, CVS and Trump Media (DJT). The list spans chips, defense, healthcare and media, suggesting broad cross-sector moves. Investors are watching these names for cues on where the wider market is heading.
- 28NYC Mayor Mamdani accuses Google of forcing AI into schools●📰 Google criticized by NYC mayor Zohran Mamdani following AI policy change: 'Google is trying to use its monopoly power
New York City Mayor Zohran Mamdani has publicly criticized Google after the company changed its policy for schools, disabling search functionality for those that opt out of its AI tools. Mamdani accused the company of 'using its monopoly power to force AI into our public schools,' and other officials have joined the criticism of the move.
- 29Appeals court lets NYC pursue Mamdani's pied-à-terre tax●NYC can move forward with Mamdani's pied-à-terre tax on 2nd homes, appeals court rules
A New York appeals court has ruled that the city can move forward with a so-called pied-à-terre tax on second homes, a proposal pushed by mayoral candidate Zohran Mamdani. The measure would target luxury apartments that sit largely vacant, and the court's decision clears a key legal hurdle. Supporters frame it as a way to tax idle luxury property, while opponents worry about broader tax burden on property owners.
- 30AMD posts record quarter as data center doubles and gaming slumps▼AMD’s record quarter: Data center business doubles, while gaming craters
AMD reported a record quarter, with its data center business doubling in revenue while its gaming segment fell sharply. The results highlight the company's growing reliance on AI and server chip demand even as consumer gaming products struggle. The contrast between booming data center sales and collapsing gaming revenue is drawing attention across the tech industry.
- 31Mamdani reacts to Democratic wins in elections across the US▼Mamdani reacts to blue wave election results across the country
Zohran Mamdani, New York's mayor-elect, responded to a string of Democratic victories in elections held across the United States, widely described as a blue wave. He welcomed the results, which are being read as a sign of Democratic momentum, and commentators are weighing what the wins mean for the party's direction heading into upcoming contests.
- 32NY appeals court allows Mamdani's pied-à-terre tax▼NY appeals court greenlights Mayor Mamdani’s pied-à-terre tax, reversing lower court ruling
A New York appeals court has cleared the way for Mayor Mamdani's pied-à-terre tax, reversing an earlier lower court ruling that had blocked it. The tax targets mostly vacant, second homes owned by part-time residents. The decision marks a significant legal win for the mayor and could pave the way for the levy to move forward.
- 33Mamdani: 'Rent is due' as Americans rebuke Trump administration●‘Rent is due’: Mamdani on Americans rebuking Trump administration
New York politician Zohran Mamdani declared 'rent is due' in remarks framing recent electoral results as Americans rebuking the Trump administration, suggesting voters are holding the administration accountable. The pointed line has drawn attention in political coverage of the midterm contest between Mamdani's camp and Trump-aligned figures, with supporters treating it as a rallying cry about democratic accountability.
- 34AMD stock flat despite strong Q3 earnings beat●AMD stock flat following strong Q3 earnings beat, as data center revenue climbs 97%
AMD reported better-than-expected third-quarter results, with data center revenue surging 97% year over year, yet the stock barely moved after the announcement. Investors appear to have already priced in much of the growth driven by AI chip demand, leaving shares roughly unchanged despite the earnings beat.
Repos
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- flitai-io/gpuworks A ~45 MB MaaS platform: one cluster across public and private clouds, on any mix of accelerators.