Layer3.news

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AMD PLANS FRUSTRATING GPU CHIP CHANGE

https://media.zenfs.com/en/thestreet_881/bb4192346024306e9bab186ae4245f44

✍️ AMD plans to increase the price of its Radeon GPUs by 10% in early 2026 due to rising DRAM and VRAM prices.

👉 AMD plans to increase the price of its Radeon GPUs by 10% in early 2026. 👉 Rising DRAM and VRAM prices are the main cause of the price increase. 👉 Nvidia is also facing supply problems, but is choosing to delay launching new products instead of lowering prices. 👉 The rise of AI is transforming the computer market, and GPUs will be the first to change prices due to high demand for HBM, DDR5, and GDDR6.

-- #LisaSu #technology

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11/30/2025

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ADVANCED MICRO DEVICES, INC. (AMD), CISCO, AND HUMAIN TEAM UP TO BUILD SAUDI ARABIA’S NEXT AI POWERHOUSE

https://media.zenfs.com/en/insidermonkey.com/fe0b16308278491a239b6a2819deebec

✍️ Advanced Micro Devices, Inc. (AMD) is partnering with HUMAIN and Cisco to create a joint venture to develop artificial intelligence in Saudi Arabia, with plans to launch in 2026 and grow to 1 GW by 2030.

👉 AMD, HUMAIN, and Cisco partner to develop AI in Saudi Arabia 👉 Joint venture to launch in 2026 and grow to 1 GW by 2030 👉 AMD expects 35% annual growth across its entire business 👉 Company has signed a multiyear deal with OpenAI

-- #LisaSu #StacyRasgon #SaudiArabia #technology

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Lisa Su Stacy Rasgon Saudi Arabia technology mainstream:perspective

11/29/2025

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SHOULD YOU BUY ADVANCED MICRO DEVICES (AMD) STOCK AFTER ITS 23% DROP?

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✍️ AMD's latest data center chips for AI workloads are highly competitive in terms of performance and cost, and the company believes it can generate over $100 billion in data center revenue in the next few years.

👉 AMD's latest data center chips for AI workloads are highly competitive in terms of performance and cost 👉 Oracle and Meta Platforms are among the early adopters of CDNA 4 chips 👉 AMD plans to release its MI400 series GPUs in 2026, which will be paired with specialized software and hardware systems to create a fully integrated data center rack called Helios 👉 AMD's Ryzen AI chipsets include GPUs, central processing units (CPUs), and neural processing units (NPUs) to give personal computers the capacity they need to run AI software applications locally

-- #LisaSu #technology

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11/27/2025

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WHY AMD'S IMPRESSIVE GROWTH IS JUST GETTING STARTED

https://media.zenfs.com/en/motleyfool.com/ec03b09503963a0a8bbed5ba99ce064f

✍️ AMD's revenue grew 36% last quarter, and CEO Lisa Su expects the company to grow at least 35% annually over the next several years.

👉 AMD's revenue grew 36% to $9.2 billion in the third quarter 👉 Earnings growth was 61% 👉 CEO Lisa Su expects 35% annual growth over the next several years 👉 Growth driven by data centers and artificial intelligence 👉 Stock has already soared this year, but valuation looks more modest when considering long-term outlook

-- #LisaSu #technology

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11/27/2025

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BILLIONAIRE STEVE COHEN LOADS UP ON TOP AI STOCK, CALMS BUBBLE FEARS

https://media.zenfs.com/en/thestreet_881/4c84e4b1011bfec62bb0dfac236a0869

✍️ Point72, a hedge fund managed by billionaire Steve Cohen, has doubled down on AI hardware and infrastructure, increasing its stake in Advanced Micro Devices (AMD) and other AI-related companies.

👉 Point72 doubled down on AI hardware and infrastructure in Q3 👉 Increased stake in Advanced Micro Devices (AMD) by nearly 30% 👉 Notable additions include Nvidia, Broadcom, and Teradyne 👉 Notable trims include Amazon and Arista Networks 👉 Fund views AI demand as a secular long-term trend

-- #SteveCohen #StanleyDruckenmiller #JimCramer #CathieWood #RayDalio #SundarPichai #JensenHuang #MichaelBurry #WarrenBuffett #LisaSu #technology

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Steve Cohen Stanley Druckenmiller Jim Cramer Cathie Wood Ray Dalio Sundar Pichai Jensen Huang Michael Burry

11/27/2025

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THIS AI STOCK COULD BE YOUR TICKET OUT OF THE 9-TO-5

https://media.zenfs.com/en/motleyfool.com/6c3f3ccffafbbd740ba0687e61111ee6

✍️ Advanced Micro Devices (AMD) is considered an attractive buy among AI chip stocks, with CEO Lisa Su expecting a clear step up in growth trajectory.

👉 AMD's revenue surged 36% year over year in the third quarter 👉 Analysts expect AMD's revenue to grow at an annualized rate of 30% through 2029 👉 AMD signed a major chip deal with Oracle to supply an AI chip supercluster 👉 AMD's free cash flow tripled year over year in the third quarter

-- #LisaSu #JohnBallard #technology

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Lisa Su John Ballard technology mainstream:perspective

11/23/2025

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AMD CEO LISA SU JUST DELIVERED INCREDIBLE NEWS FOR INVESTORS

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✍️ AMD's CEO Lisa Su reveals incredible projections for the company's growth, with a 60% compound annual growth rate (CAGR) in its data center business, making the stock an attractive buy.

👉 AMD's data center business is expected to grow at a 60% CAGR over the next five years 👉 The company's other two segments, embedded and client and gaming, are expected to grow at a 10% CAGR 👉 AMD's stock could reach $600 per share if it reaches an ending valuation of 30 times earnings 👉 The company's CEO, Lisa Su, revealed incredible projections for the company's growth

-- #LisaSu #technology

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11/22/2025

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2 STOCKS THAT HAVE TURNED $10,000 INTO MORE THAN $1 MILLION IN 10 YEARS

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✍️ Nvidia and AMD, leading chipmakers in the tech sector, have experienced strong growth and soaring valuations due to their cutting-edge artificial intelligence (AI) chips.

👉 Nvidia's valuation has soared to $4.55 trillion, making it the most valuable company in the world. 👉 AMD has been a bit slower in AI chip development, but it has been picking up the pace. 👉 Nvidia's chips are integral to artificial intelligence (AI) and the development of chatbots. 👉 AMD has partnered with OpenAI, the company behind ChatGPT, and may end up taking a 10% stake in AMD.

-- #LisaSu #technology

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11/22/2025

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HERE ARE REAL AI STOCKS TO INVEST IN AND SPECULATIVE ONES TO AVOID

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✍️ Concerns about stock valuations in AI companies have impacted the market, but Jim Cramer believes the fundamentals of real AI companies are strong and valuations are reasonable.

👉 Concerns about stock valuations in AI companies have impacted the market 👉 Jim Cramer believes that the fundamentals of real AI companies are strong 👉 Valuations are reasonable based on growth rates and importance to the US and global economy 👉 Investors face a choice between following bears with spreadsheets or management teams driving the AI trade

-- #JimCramer #JensenHuang #LisaSu #MarkZuckerberg #SatyaNadella #business

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Jim Cramer Jensen Huang Lisa Su Mark Zuckerberg Satya Nadella business Technology:perspective

11/21/2025

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NVIDIA STOCK SLIDES AFTER Q3 EARNINGS, FORECASTS TOP ESTIMATES WITH SALES FOR AI CHIPS 'OFF THE CHARTS'

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✍️ Nvidia's stock fell 3.15% despite reporting better-than-expected Q3 earnings and a strong outlook for Q4.

👉 Nvidia's Q3 earnings beat expectations 👉 Data center business brought in $51.2 billion 👉 Gaming revenue was $4.3 billion 👉 CEO Jensen Huang highlighted the company's strong position in the AI market 👉 CFO Colette Kress noted that revenue from its China-specific H20 chip was 'insignificant'

-- #JensenHuang #ColetteKress #LisaSu #MichaelBurry #PeterThiel #technology

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Jensen Huang Colette Kress Lisa Su Michael Burry Peter Thiel technology Technology:perspective

nostr:nevent1qvzqqqqqqypzq3eueykh0jdd6f3y9kd245gr6y0qp3wxn3zjjuk29ulr75ltndz6qyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqmxfacp57h4gvep7yu0hkq9tpzhcywc3qs28awp4g3u7zkasd3r9ses3l0q

npub1gu7vjtt…k4zhwu

TRUMP’S FOREIGN POLICY IS ABOUT ONE THING

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✍️ Donald Trump's comment on the assassination of journalist Jamal Khashoggi reflects his lack of understanding of foreign policy and his focus on personal interests.

👉 Trump's comment on the assassination of Khashoggi reflects his lack of understanding of foreign policy 👉 Trump's foreign policy is driven by his ego, wealth, and the interests of his richest corporate donors 👉 Trump's comments have disturbing implications, including his dismissal of the intelligence agencies and his lack of concern for American sovereignty and alliances

-- #DonaldTrump #JamalKhashoggi #MohammedbinSalman #JoeBiden #VladimirPutin #PeteHegseth #LawrenceFreedman #JensenHuang #ElonMusk #TimCook #MichaelDell #ChuckRobbins #LisaSu #DavidEllison #WhiteHouse #SaudiArabia #Turkey #Helsinki #Iran #Gaza #NorthKorea #Ukraine #politics

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Donald Trump Jamal Khashoggi Mohammed bin Salman Joe Biden Vladimir Putin Pete Hegseth Lawrence Freedman Jensen Huang

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NVIDIA CEO HITS BACK AT AI BUBBLE, CIRCULAR INVESTING FEARS: 'WE SEE SOMETHING VERY DIFFERENT'

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✍️ Nvidia CEO Jensen Huang and CFO Colette Kress addressed investor concerns about an AI bubble, citing the company's unique position in the market and its ability to expand the reach of its CUDA ecosystem.

👉 Nvidia beat Wall Street's expectations on both the top and bottom lines for Q3 👉 The company issued better-than-anticipated guidance for the current fourth quarter 👉 Nvidia has visibility towards $500 billion in Blackwell and Rubin AI chip revenue through calendar 2026 👉 The company's CFO, Colette Kress, emphasized the long useful life of Nvidia's CUDA GPUs 👉 Nvidia's CEO, Jensen Huang, believes the company is uniquely positioned to continue leading the AI market

-- #JensenHuang #ColetteKress #MichaelBurry #LisaSu #technology

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Jensen Huang Colette Kress Michael Burry Lisa Su technology Technology:perspective

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NVIDIA STOCK WAVERS AFTER Q3 EARNINGS, FORECASTS TOP ESTIMATES WITH SALES FOR AI CHIPS 'OFF THE CHARTS'

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✍️ Nvidia's stock jumped after reporting strong Q3 earnings, beating analysts' estimates and offering a better-than-expected outlook.

👉 Nvidia's Q3 earnings beat analysts' estimates 👉 Revenue of $57.01 billion and earnings per share of $1.30 👉 Data center business brought in $51.2 billion 👉 Gaming revenue was $4.3 billion 👉 AI and cloud computing driving demand

-- #JensenHuang #ColetteKress #LisaSu #PeterThiel #MichaelBurry #technology

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Jensen Huang Colette Kress Lisa Su Peter Thiel Michael Burry technology mainstream:perspective

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NVIDIA STOCK SOARS AFTER Q3 EARNINGS, FORECASTS TOP ESTIMATES WITH SALES FOR AI CHIPS 'OFF THE CHARTS'

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✍️ Nvidia's stock jumped after reporting strong third-quarter earnings and a better-than-expected outlook, beating analysts' estimates on both revenue and earnings.

👉 Nvidia reported strong third-quarter earnings, beating analysts' estimates on both revenue and earnings. 👉 The company's revenue was $57.01 billion, exceeding the estimated $55.2 billion. 👉 Nvidia's EPS was $1.30, higher than the estimated $1.26. 👉 The company's data center business brought in $51.2 billion, exceeding estimates. 👉 Nvidia's gaming revenue was $4.3 billion, just short of estimates.

-- #JensenHuang #ColetteKress #LisaSu #PeterThiel #MichaelBurry #technology

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Jensen Huang Colette Kress Lisa Su Peter Thiel Michael Burry technology mainstream:perspective

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ELON MUSK'S XAI WILL BE FIRST CUSTOMER FOR NVIDIA-BACKED DATA CENTER IN SAUDI ARABIA

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✍️ Nvidia and xAI announce a large data center facility in Saudi Arabia, equipped with hundreds of thousands of Nvidia chips, with Elon Musk's AI startup as its first customer.

👉 Nvidia and xAI announce large data center facility in Saudi Arabia 👉 Facility equipped with hundreds of thousands of Nvidia chips 👉 Elon Musk's AI startup is the first customer 👉 Partnership between Nvidia and Saudi Arabia's Humain 👉 Data center will use 600,000 Nvidia graphics processing units 👉 Facility is an example of 'sovereign AI'

-- #ElonMusk #JensenHuang #LisaSu #CristianoAmon #DonaldTrump #MohammedbinSalman #Washingtion,D.C. #SaudiArabia #technology

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Elon Musk Jensen Huang Lisa Su Cristiano Amon Donald Trump Mohammed bin Salman Washingtion, D.C.Saudi Arabia

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EXCLUSIVE-AMD, CISCO AND SAUDI'S HUMAIN LAUNCH AI JOINT VENTURE, LAND FIRST MAJOR CUSTOMER

https://media.zenfs.com/en/reuters-finance.com/e217abccd0eeccefee93880644e8a79c

✍️ Advanced Micro Devices, Cisco Systems, and Saudi Arabian AI startup Humain are forming a joint venture to build data centers in the Middle East, with their first customer being Luma AI.

👉 The joint venture will build data centers in the Middle East 👉 The first customer is Luma AI, which has contracted to purchase the entire 100-megawatt capacity 👉 The project aims to serve a market of roughly 4.5 billion people 👉 The companies will share in the profit and loss of the endeavor 👉 Humain will take the lead in the joint venture

-- #MaxA.Cherney #TareqAmin #LisaSu #ChuckRobbins #DonaldTrump #MohammedbinSalman #SanFrancisco #Riyadh #Washington #technology

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Max A. Cherney Tareq Amin Lisa Su Chuck Robbins Donald Trump Mohammed bin Salman San Francisco Riyadh

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A WAVE OF AI COSTS WILL HIT META. WHY IT’S WORTH HOLDING ON THROUGH 2026

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✍️ Meta Platforms' stock fell 25% from its all-time high due to concerns over elevated AI spending plans, but some analysts believe the stock is now undervalued and may rebound.

👉 Meta Platforms' stock fell 25% from its all-time high due to concerns over elevated AI spending plans 👉 The company has laid off 600 employees from its AI unit and may make further cuts to reduce costs 👉 Some analysts believe that the stock is now undervalued and may rebound if the company can demonstrate the effectiveness of its AI spending

-- #MarkZuckerberg #LisaSu #business

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Mark Zuckerberg Lisa Su business mainstream:perspective

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NVIDIA TO REPORT HIGH-STAKES Q3 EARNINGS AMID INVESTOR CONCERNS OF AI OVERBUILDING

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✍️ Nvidia is set to report its third-quarter earnings, with investors anxious over the state of the AI trade and concerns of a bubble.

👉 Nvidia's earnings report could trigger a $320 billion swing in the chipmaker's market value 👉 Investors are anxious over the state of the AI trade and concerns of a bubble 👉 Nvidia's data center business is expected to bring in $49.3 billion, with gaming projected to bring in $4.4 billion

-- #GeneMunster #LisaSu #MichaelBurry #PeterThiel #business

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Gene Munster Lisa Su Michael Burry Peter Thiel business mainstream:perspective

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AMD IS POWERING THE NEW STEAM MACHINE. WILL IT MOVE THE NEEDLE FOR AMD STOCK?

https://media.zenfs.com/en/barchart_com_477/6f0af714944129c1f031d0cd3f9af558

✍️ AMD's GPU technology is being used in Valve's new Steam Machine, providing a new revenue stream for the company.

👉 AMD's GPU technology is being used in Valve's new Steam Machine 👉 The partnership provides a new revenue stream for AMD 👉 AMD's diversification efforts, including its partnership with OpenAI, are expected to improve its brand visibility 👉 The company's partnership with Oracle to deploy 50,000 MI450 AI chips in 2026 is also a significant development

-- #LisaSu #ElonMusk #MattBryson #SantaClara,California #business

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Lisa Su Elon Musk Matt Bryson Santa Clara, California business mainstream:perspective

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A $1 TRILLION REASON TO BUY AMD STOCK HERE

https://media.zenfs.com/en/barchart_com_477/8c9fe72d2bcfa918279e7f77cd4abbe9

✍️ Advanced Micro Devices (AMD) is carving out a compelling position in the semiconductor space, with a projected total addressable market in the data center and AI domain reaching $1 trillion by 2030.

👉 AMD projected a total addressable market in the data center and AI domain reaching $1 trillion by 2030 👉 AMD expects billions in data center revenue by 2027 👉 AMD targets double-digit AI market share with an 80% CAGR over the next three to five years 👉 AMD revealed $45 billion in new custom design wins 👉 AMD's Instinct GPUs are now deployed at seven of the top 10 AI companies

-- #LisaSu #SantaClara,California #technology

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Lisa Su Santa Clara, California technology mainstream:perspective

11/18/2025

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LISA SU THINKS AI IS THE “RIGHT GAMBLE.” SHOULD INVESTORS SHED THEIR FEAR OF HEAVY AI SPEND?

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✍️ AMD CEO Lisa Su believes AI spending is a "right gamble" despite market skepticism, and the company's stock has gained 99% in the past year.

👉 AMD's stock has gained 99% in the past year 👉 Nvidia's stock has gained 35% in the past year 👉 Lisa Su believes AI spending is the right gamble 👉 The company's valuation is high 👉 The company has a strong track record of growth 👉 The company is well-positioned to benefit from the AI boom

-- #LisaSu #technology

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11/18/2025

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THE SMARTEST GROWTH STOCK TO BUY WITH $1,000 RIGHT NOW

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✍️ AMD has been a profitable investment in the past five years, and it is expected to continue its momentum due to improving prospects in the data center business and growing share of the client CPU market.

👉 AMD has been a profitable investment in the past five years 👉 Improving prospects in the data center business 👉 Growing share of the client CPU market 👉 Data center revenue increased by 22% year-over-year to $4.3 billion 👉 AMD's Epyc server CPUs are gaining ground among hyperscalers 👉 AMD's revenue share of server CPUs increased to 41% in the second quarter 👉 AMD is gaining share in the data center GPU market 👉 AMD's client CPU revenue jumped 46% year-over-year to a record $2.8 billion

-- #LisaSu #business

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AMD IS TARGETING NVIDIA’S AI LEAD — IT ALL HINGES ON DOING THIS 1 THING

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✍️ AMD aims to reach $100 billion in data center revenue by 2030 with a 35% compound annual growth rate, focusing on creating an end-to-end AI infrastructure platform.

👉 AMD targets $100 billion in data center revenue by 2030 with a 35% compound annual growth rate 👉 AMD's platform success depends on closing the software gap between its ROCm and Nvidia's CUDA 👉 AMD holds nearly 40% server CPU market share and could exceed 50% as AI inference shifts to CPUs 👉 AMD is making a strategic pivot to reshape the competitive landscape in its favor 👉 AMD's platform ambitions rely heavily on its software stack

-- #LisaSu #technology

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NVIDIA TO REPORT Q3 EARNINGS AMID INVESTOR CONCERNS OF AI OVERBUILDING

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✍️ Nvidia is set to report its Q3 earnings, with analysts expecting a 55% increase in EPS and 57% increase in revenue. However, some experts believe that a beat and raise scenario may not be positive for the broader AI trade.

👉 Nvidia's Q3 earnings report is highly anticipated 👉 Analysts expect a 55% increase in EPS and 57% increase in revenue 👉 A beat and raise scenario may not be positive for the broader AI trade 👉 Experts are watching for how much of Nvidia's revenue comes from hyperscalers 👉 The company's reliance on hyperscalers could become a liability

-- #GeneMunster #PeterThiel #LisaSu #MichaelBurry #China #SouthKorea #technology

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Gene Munster Peter Thiel Lisa Su Michael Burry China South Korea technology Technology:perspective

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1 UNSTOPPABLE GROWTH STOCK POISED TO TROUNCE THE S&P 500 IN 2026

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✍️ AMD's stock is surging higher on a dramatically improved outlook, with growth projections exceeding 35% over the next three to five years.

👉 AMD's revenue growth is expected to exceed 35% over the next three to five years 👉 The company's data center segment is expected to grow at more than 60% annually 👉 AMD's stock has a key advantage over Nvidia due to its smaller size 👉 The company's forward P/E ratio is 66, indicating rapid growth

-- #LisaSu #technology

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JIM CRAMER DISCUSSES NVIDIA (NVDA) AHEAD OF EARNINGS

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✍️ Jim Cramer discussed NVIDIA Corporation's upcoming earnings and China orders, expressing optimism about the company's prospects.

👉 Jim Cramer discussed NVIDIA Corporation's upcoming earnings and China orders 👉 He expressed optimism about the company's prospects 👉 He highlighted the company's Vera Rubin chips as a potential growth driver 👉 He acknowledged that some AI stocks may hold greater promise for delivering higher returns and have limited downside risk

-- #JimCramer #JensenHuang #LisaSu #GraceBlackwell #technology

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Jim Cramer Jensen Huang Lisa Su Grace Blackwell technology mainstream:perspective

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ADVANCED MICRO DEVICES (AMD) EARNS HIGHER TARGETS AS MANAGEMENT BOOSTS MULTI-YEAR OUTLOOK

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✍️ Advanced Micro Devices Inc. (AMD) held its Analyst Day, providing an update on its long-term growth outlook, with expected revenue growth of over 35% and profitability exceeding $20.

👉 Revenue growth expected at a CAGR of over 35% for the next three to five years 👉 Data center business expected to experience accelerated growth with a CAGR of over 60% 👉 Gross margin expected to average around 55-58% during the 3-5 year period 👉 Operating margin expected to exceed 35% 👉 Adjusted EPS expected to exceed $20

-- #LisaSu #VijayRakesh #VivekArya #technology

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Lisa Su Vijay Rakesh Vivek Arya technology mainstream:perspective

11/16/2025

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AI'S VALUATION PROBLEM REACHES A 'MINI PANIC MOMENT'

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✍️ The article discusses the growing concerns about an AI bubble in the tech industry, with some analysts warning of a potential market crash, while others believe the market is adopting a rational approach to investing in AI.

👉 Growing concerns about an AI bubble in the tech industry 👉 High valuations of AI-related companies 👉 Analysts warning of a potential market crash 👉 Others believe the market is adopting a rational approach to investing in AI 👉 Multiple bets being placed on different companies 👉 Potential for huge payoffs

-- #DanIves #AlexKarp #LisaSu #MichaelBurry #HamzaShaban #technology

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Dan Ives Alex Karp Lisa Su Michael Burry Hamza Shaban technology Technology:perspective

11/15/2025

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CEO LISA SU SAYS THAT ‘INSATIABLE’ DEMAND IS POWERING AMD. SHOULD YOU BUY ITS STOCK HERE?

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✍️ AMD is optimistic about strong demand for artificial intelligence and plans to grow its revenue by 35% annually for the next three to five years.

👉 AMD expects revenue to grow by 35% annually for the next three to five years 👉 Data center business expected to increase by 80% annually 👉 AI chip sales projected to reach tens of billions by 2027 👉 Partnerships with OpenAI, Meta, and Oracle validate AMD's growing presence in the AI infrastructure market

-- #LisaSu #MichaelBurry #technology

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Lisa Su Michael Burry technology mainstream:perspective

11/15/2025

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GOT $3,000? 2 ARTIFICIAL INTELLIGENCE (AI) STOCKS TO BUY AND HOLD FOR THE LONG TERM

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✍️ Analysts predict AMD's free cash flow to increase significantly, potentially leading to substantial returns for investors, as the company competes in the AI chip market and Microsoft's cloud business experiences strong growth driven by increasing demand for AI services.

👉 AMD's free cash flow is expected to increase significantly, potentially leading to substantial returns for investors. 👉 AMD is competing in the AI chip market and has a competitive edge with a multiyear deal to supply chips for OpenAI. 👉 Microsoft's cloud business is experiencing strong growth, driven by increasing demand for AI services. 👉 The total addressable market for AI could be $40 trillion, according to Morgan Stanley.

-- #LisaSu #JohnBallard #technology

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Lisa Su John Ballard technology mainstream:perspective

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FOUNDER ERIC GILLESPIE FIRED FROM GOVINI BOARD AFTER CHILD SEX SOLICITATION ARREST

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✍️ Govini has fired Eric Gillespie from its board of directors after he was charged with attempting to solicit sexual contact with a minor online.

👉 Eric Gillespie, 57, was charged with attempting to solicit sexual contact with a minor online 👉 Govini fired Gillespie from its board of directors 👉 Gillespie had no access to classified information since stepping down as CEO nearly ten years ago 👉 The company emphasized that the actions of one individual should not diminish the hard work of the broader team and their commitment to the security of the United States

-- #EricGillespie #LisaSu #LoriAnnLaRocco #Pittsburgh #Arlington #Texas #NewYork #technology

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Eric Gillespie Lisa Su Lori Ann LaRocco Pittsburgh Arlington Texas New York technology

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npub17r26x6s…qehva5

STUBHUB STOCK PLUMMETS 24% AFTER COMPANY WITHHOLDS FOURTH-QUARTER GUIDANCE

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✍️ StubHub's stock plummeted 24% after the company withheld financial guidance for the current quarter, citing a 'long-term' focus.

👉 StubHub's stock plummeted 24% after withholding financial guidance for the current quarter 👉 CEO Eric Baker cited unpredictable timing of ticket sales as the reason 👉 Company reported stronger-than-expected results for the third quarter 👉 Revenue grew 8% year over year to $468.1 million 👉 Gross merchandise sales jumped 11% year over year to $2.43 billion

-- #EricBaker #LisaSu #LosAngeles #Texas #NewYork #business

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Eric Baker Lisa Su Los Angeles Texas New York business mainstream:perspective

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INTEL IS AT RISK OF LOSING ITS LONG-STANDING CHIP LEAD TO AMD

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✍️ Intel is struggling to regain its position as a leader in the chipmaking industry, while its rival AMD is gaining ground and expects to capture 50% of CPU server revenue market share in the next three to five years.

👉 Intel is struggling to regain its position as a leader in the chipmaking industry 👉 AMD is gaining ground and expects to capture 50% of CPU server revenue market share in the next three to five years 👉 AMD's CEO Lisa Su expects 10% revenue growth in the client business 👉 Intel's market share is expected to decline from 72% to 60% in the client market

-- #LisaSu #StacyRasgon #DanielNewman #NewYork #technology

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Lisa Su Stacy Rasgon Daniel Newman New York technology Technology:perspective

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DOW CLOSES ABOVE 48,000 FOR FIRST TIME, 17TH RECORD CLOSE OF 2025

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✍️ The Dow Jones Industrial Average closed above 48,000 for the first time, marking its 17th record high of the year, as investors shrugged off concerns about an AI bubble and government shutdown.

👉 The Dow Jones Industrial Average closed above 48,000 for the first time 👉 The 17th record high of the year 👉 Gains in UnitedHealth and Goldman Sachs 👉 Strong quarterly results from tech companies, including IBM 👉 AMD's ambitious targets 👉 Investors have poured money into exchange-traded funds 👉 U.S.-listed ETFs netted $171 billion in October

-- #RichRoss #CharlesPayne #LisaSu #KarolineLeavitt #business

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Rich Ross Charles Payne Lisa Su Karoline Leavitt business mainstream:perspective

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WHY AMD STOCK JUMPED TODAY

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✍️ Advanced Micro Devices (AMD) plans to capture a bigger piece of the booming artificial intelligence (AI) industry, forecasting revenue gains of more than 35% annually over the next three to five years.

👉 AMD forecasts revenue gains of more than 35% annually over the next three to five years 👉 60% annual growth in data center business 👉 Capturing more than half of the server CPU market 👉 Adjusted operating margin to rise to over 35% 👉 Path to more than $20 in earnings per share

-- #LisaSu #technology

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S&P 500 GAINS AND LOSSES TODAY: AMD SURGES ON UPBEAT OUTLOOK; PALANTIR STOCK SLIDES

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✍️ Advanced Micro Devices' shares surged 9% after the company's first analyst day, driven by strong demand for AI and a rosy outlook.

👉 Advanced Micro Devices' shares surged 9% after the company's first analyst day 👉 The company highlighted strong demand for AI and provided a positive outlook 👉 Palantir Technologies' shares reversed some of their recent gains 👉 Oracle's stock declined due to missed sales and profit forecasts

-- #LisaSu #business

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AMD SAYS DATA CENTER REVENUE COULD JUMP 60% ANNUALLY FROM HERE. SHOULD YOU BUY AMD STOCK NOW?

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✍️ AMD shares rallied after the company's CEO said its data center revenue will grow by 60% annually over the next three to five years.

👉 AMD's data center revenue expected to grow by 60% annually over the next three to five years 👉 Company's overall revenue expected to grow by 35% yearly through the end of this decade 👉 CEO Lisa Su downplayed concerns of overspending on artificial intelligence 👉 Wells Fargo raises price target on AMD shares to $345 👉 Consensus rating on AMD shares is 'Strong Buy'

-- #LisaSu #AaronRakers #WajeehKhan #technology

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Lisa Su Aaron Rakers Wajeeh Khan technology mainstream:perspective

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MARKET MINUTE 11-12-25- STOCKS ON A STREAK; AI HELPING CHIP SALES

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✍️ The stock market is rallying as the government shutdown is expected to end, and investors are optimistic about the potential for a rate cut by the Federal Reserve.

👉 The government shutdown is expected to end after a House vote and presidential signature 👉 The stock market is rallying, with the SPDR S&P 500 ETF up 17.5% year-to-date 👉 The Federal Reserve may not cut interest rates at its final meeting of 2025 due to increasing divergence between hawks and doves 👉 Chipmakers are having a good day globally, with shares of Infineon Technologies AG and Advanced Micro Devices Inc. surging

-- #NickTimiraos #LisaSu #business

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Nick Timiraos Lisa Su business mainstream:perspective

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AMD CEO LISA SU SAID AI DEMAND IS ‘INSATIABLE.’ THE CHIPMAKER'S STOCK IS SOARING

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✍️ Advanced Micro Devices (AMD) hosted its first analyst day, unveiling rosy new targets fueled by booming AI demand, with its stock rising 10% in early trading.

👉 AMD's total addressable AI market could be over $1 trillion by 2030 👉 Revenue growth potentially climbing to 35% per year over the next three to five years 👉 Gross margins of 55% to 58% 👉 Shares of AMD have roughly doubled in value in 2025 so far

-- #LisaSu #technology

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STUBHUB BEATS ON REVENUE IN FIRST EARNINGS REPORT SINCE IPO, BUT STOCK SLIDES

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✍️ StubHub shares fell 5% in extended trading after reporting quarterly results, including a net loss of $1.33 billion and a loss per share of $4.27.

👉 StubHub reported a net loss of $1.33 billion, or a loss of $4.27 per share 👉 Revenue increased 8% year over year to $468.1 million 👉 Gross merchandise sales rose 11% year over year to $2.43 billion 👉 The company faced tough comparisons from a year earlier, when results were boosted by Taylor Swift's Eras Tour

-- #LisaSu #NewYork #Texas #business

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Lisa Su New York Texas business Technology:perspective

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GOOGLE SAYS GROUP BEHIND E-ZPASS, USPS TEXT SCAM HAS BEEN 'SHUT DOWN' AFTER SUIT

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✍️ Google has disrupted a foreign cybercriminal group behind a massive SMS text phishing operation, shutting down the operation within 24 hours of filing a lawsuit.

👉 Google disrupted a foreign cybercriminal group behind a massive SMS text phishing operation 👉 The group, known as the 'Smishing Triad', used a phishing kit named 'Lighthouse' to generate and deploy attacks 👉 The operation had harmed at least 1 million victims across over 120 countries 👉 Google was able to shut down the operation within 24 hours of filing a lawsuit

-- #HalimahDeLainePrado #LisaSu #Berlin #Texas #NewYork #technology

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Halimah DeLaine Prado Lisa Su Berlin Texas New York technology Technology:perspective

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5 THINGS TO KNOW BEFORE THE STOCK MARKET OPENS

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✍️ Stock futures are higher after the Dow Jones Industrial Average closed at a record high, while the House of Representatives is set to vote on a spending bill to end the government shutdown. AMD shares are rising after projecting strong revenue growth, and the White House is considering measures to limit the influence of proxy advisers and index-fund managers.

👉 Stock futures are higher after the Dow Jones Industrial Average closed at a record high 👉 The House of Representatives is set to vote on a spending bill to end the government shutdown 👉 AMD shares are rising after projecting strong revenue growth 👉 The White House is considering measures to limit the influence of proxy advisers and index-fund managers on shareholder voting 👉 On Holding shares are soaring after reporting better-than-expected third-quarter results and raising its full-year outlook

-- #LisaSu #DonaldTrump #ElonMusk #CasparCoppetti #WashingtonD.C. #Zurich #business

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Lisa Su Donald Trump Elon Musk Caspar Coppetti Washington D.C.Zurich business mainstream:perspective

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TESLA RECALLS 10,500 POWERWALL 2 BATTERY SYSTEMS DUE TO OVERHEATING, FIRE RISK

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✍️ Tesla is recalling around 10,500 units of its Powerwall 2 backup battery due to a defect that can cause overheating and fire hazards.

👉 Tesla is recalling around 10,500 units of its Powerwall 2 backup battery 👉 The recall is due to a defect in the lithium-ion battery cells 👉 The defect can cause the unit to stop functioning during normal use, leading to overheating and fire hazards 👉 Tesla has received 22 customer reports of the Powerwall 2 overheating, including five fires resulting in minor property damage

-- #ElonMusk #LisaSu #Texas #NewYork #technology

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Elon Musk Lisa Su Texas New York technology Technology:perspective

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WALL STREET DRIFTS AROUND ITS RECORDS AS AMD RALLIES

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✍️ US stocks drifted around their records in a mixed day of trading, with the Dow Jones Industrial Average setting a record for the second straight day.

👉 US stocks drifted around their records in a mixed day of trading 👉 Dow Jones Industrial Average set a record for the second straight day 👉 Advanced Micro Devices rallied 9% after its CEO announced better-than-expected revenue growth 👉 Artificial-intelligence stocks have driven the market, but their prices have raised concerns about a bubble

-- #LisaSu #JeromePowell #NewYork #Europe #Asia #SouthKorea #Germany #business

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Lisa Su Jerome Powell New York Europe Asia South Korea Germany business

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AI STARTUP CURSOR RAISES $2.3 BILLION FUNDING ROUND AT $29.3 BILLION VALUATION

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✍️ Cursor, an AI startup, has closed a $2.3 billion funding round, valuing the company at $29.3 billion, and plans to invest in research and development.

👉 Cursor has raised $2.3 billion in funding, valuing the company at $29.3 billion. 👉 The company plans to invest in research and development. 👉 Cursor has crossed $1 billion in annualized revenue and has over 300 employees. 👉 The company competes with other AI coding tool providers such as OpenAI, Anthropic, and Cognition.

-- #LisaSu #KayvonBeykpour #Texas #NewYork #technology

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Lisa Su Kayvon Beykpour Texas New York technology Technology:perspective

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ASIAN SHARES ARE MIXED AFTER WALL STREET DRIFTED AROUND ITS RECORDS

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✍️ Asian shares traded mixed on Thursday after the US government shutdown ended, with Japan's Nikkei 225 rising 0.2% and Hong Kong's Hang Seng index falling 0.6%

👉 US government shutdown ended on Wednesday night 👉 Japan's Nikkei 225 rose 0.2% 👉 Hong Kong's Hang Seng index fell 0.6% 👉 Shanghai Composite index edged up 0.4% 👉 Australia's S&P ASX 200 fell 1% 👉 US S&P 500 added 0.1% to 6,850.92

-- #DonaldTrump #StephenInnes #LisaSu #Manila #Japan #HongKong #Shanghai #China #Taiwan #India #SouthKorea #UnitedStates #world

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Donald Trump Stephen Innes Lisa Su Manila Japan Hong Kong Shanghai China

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5 THINGS TO KNOW BEFORE THE STOCK MARKET OPENS

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✍️ Stock futures are lower this morning following a big tech-fueled rally on Monday amid hopes that the federal government shutdown is set to end soon.

👉 Stock futures are down slightly after a big rally on Monday 👉 The Senate has passed a funding bill that could bring an end to the government shutdown 👉 CoreWeave shares are plunging after its full-year revenue projections came up short of analysts' expectations 👉 Advanced Micro Devices (AMD) is expected to provide important AI updates at its financial analyst day event

-- #PresidentDonaldTrump #LisaSu #WarrenBuffett #GregAbel #business

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President Donald Trump Lisa Su Warren Buffett Greg Abel business mainstream:perspective

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AMD'S FIRST-EVER ANALYST DAY IS TODAY. WALL STREET IS WATCHING FOR CATALYSTS.

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✍️ Advanced Micro Devices (AMD) is set to hold its first analyst day event, where CEO Lisa Su may provide more details on the company's AI roadmap and updated financial targets.

👉 AMD is hosting its first analyst day event 👉 CEO Lisa Su may provide more details on the company's AI roadmap 👉 Analysts will be watching for updated financial targets 👉 The event could be a positive catalyst for the chipmaker's stock 👉 A bigger estimate of AMD's total addressable market could help boost confidence in the stock

-- #LisaSu #business

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ANALYSTS STILL POUNDING THE TABLE OVER ADVANCED MICRO DEVICES AND NVIDIA

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✍️ AMD CEO predicts the company will capture double-digit share of the data center AI market within three to five years, with its data center business expected to grow 80% annually and reach $1T in revenue by 2030.

👉 AMD CEO predicts double-digit share of data center AI market within three to five years 👉 Data center business expected to grow 80% annually 👉 Data center revenue expected to reach $1T by 2030 👉 Wells Fargo raises AMD price target to $345 and assigns an overweight rating 👉 Nvidia's stock also sees action with several analysts reiterating buy ratings and price targets 👉 AT&T upgraded to overweight by KeyBanc Capital Markets with a price target of $30

-- #LisaSu #business

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STOCK MARKET TODAY: DOW, S&P 500, NASDAQ DIVERGE AS BIG TECH WOBBLES AHEAD OF HOUSE SHUTDOWN VOTE

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✍️ US stocks traded mixed on Wednesday, with the Dow eyeing a fresh record but Big Tech stocks wobbling as chances grew that the record-long US shutdown will end soon.

👉 Dow Jones Industrial Average moved up nearly 0.7% 👉 S&P 500 was roughly flat 👉 Nasdaq Composite fell 0.6% 👉 Tech stocks perked up after AMD's CEO laid out a lofty long-term financial outlook

-- #LisaSu #RaphaelBostic #StephenMiran #ChristopherWaller #JenniferSchonberger #BrookeDiPalma #business

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Lisa Su Raphael Bostic Stephen Miran Christopher Waller Jennifer Schonberger Brooke DiPalma business mainstream:perspective

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ANTHROPIC TO SPEND $50 BILLION ON US DATA CENTER BUILDOUT

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✍️ Anthropic announces plans to spend $50 billion to build AI data centers in Texas and New York, creating up to 2,400 construction jobs and 800 permanent positions.

👉 Anthropic plans to spend $50 billion to build AI data centers in Texas and New York 👉 The data centers will be constructed with the help of Fluidstack 👉 The investment is expected to create up to 2,400 construction jobs and 800 permanent positions 👉 The data centers will be used to support the development of AI systems

-- #DarioAmodei #LisaSu #Texas #NewYork #technology

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Dario Amodei Lisa Su Texas New York technology mainstream:perspective

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AMD STOCK SOARS AFTER COMPANY SAYS ITS DATA CENTER REVENUE WILL JUMP 60% OVER THE NEXT 3 TO 5 YEARS

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✍️ AMD expects its data center revenue to increase 60% over the next three to five years, driven by growth in the AI space and a push to steal share from rival Nvidia.

👉 AMD expects data center revenue to increase 60% over the next three to five years 👉 Total addressable market for AI data centers is expected to reach $1 trillion over the next five years 👉 Data center revenue is expected to jump 35% over the next five years 👉 Majority of revenue will come from data center business 👉 AMD working on next-generation MI500 series data center processors 👉 Data center CPUs expected to drive significant growth, capturing up to 50% of server revenue market share

-- #LisaSu #JeanHu #NewYork #technology

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Lisa Su Jean Hu New York technology mainstream:perspective

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AI TRADE STALLS, 'GHOST JOB' LISTINGS, TRUMP FLOATS TARIFF REBATE CHECKS AND MORE IN MORNING SQUAWK

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✍️ The article discusses the stock market, with a focus on the technology sector, and covers various news and updates on companies such as Advanced Micro Devices, CoreWeave, and Nvidia.

👉 Dow Jones Industrial Average reaches new record close 👉 Nasdaq Composite struggles due to declines in AI stocks 👉 Advanced Micro Devices shares drop 2% despite CEO's positive outlook 👉 CoreWeave shares plunge 16% due to delays at a third-party data center developer 👉 Nvidia slips 3% after SoftBank zeroed out its stake in the company 👉 President Trump proposes tariff rebate check 👉 Senate Agriculture Committee releases draft of market structure bill for digital assets 👉 On, Swiss sportswear company, reports better-than-expected earnings and raises guidance

-- #LisaSu #MikeIntrator #MichaelBurry #DonaldTrump #JeffCox #JessicaDickler #LoriAnnLaRocco #CodyCarbone #TomHale #RogerFederer #NewYorkCity #Washington,D.C. #Zurich,Switzerland #business

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Lisa Su Mike Intrator Michael Burry Donald Trump Jeff Cox Jessica Dickler Lori Ann LaRocco Cody Carbone

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STOCK MARKET TODAY: DOW, S&P 500, NASDAQ FUTURES RISE AS AI HOPES SWING BACK AHEAD OF HOUSE SHUTDOWN VOTE

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✍️ US stock futures rose on Wednesday, boosted by upbeat earnings and hopes for a resolution to the record-long US government shutdown.

👉 US stock futures rose on Wednesday 👉 Dow Jones Industrial Average futures moved up 0.2% 👉 S&P 500 futures added roughly 0.4% 👉 Nasdaq 100 futures popped nearly 0.6% 👉 AMD's CEO laid out lofty sales outlooks due to its AI push 👉 Nvidia partner Foxconn forecast a sustained data-center boom 👉 Hopes are rising for a key House vote that could end the longest government shutdown in US history

-- #LisaSu #SatsukiKatayama #StephenMiran #ChristopherWaller #ScottCrowder #US #Taiwan #Japan #business

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Lisa Su Satsuki Katayama Stephen Miran Christopher Waller Scott Crowder US Taiwan Japan

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AMD SHARES CLIMB AS INVESTORS CHEER LONG-TERM GROWTH TARGETS

https://media.zenfs.com/en/reuters-finance.com/cfcef46f01421618433e47584ab924ca

✍️ AMD shares rose 5% in premarket trading after announcing plans to reach $100 billion in annual data center revenue in five years, challenging Nvidia in the AI chip market.

👉 AMD plans to reach $100 billion in annual data center revenue in five years 👉 Company expects 35% growth in its entire business each year and 60% in its data center business 👉 Earnings expected to rise to $20 a share in the same period 👉 AMD's challenge to Nvidia in the AI chip market is considered an uphill battle

-- #LisaSu #JeanHu #RashikaSingh #SiddarthS #NewYork #Bengaluru #technology

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Lisa Su Jean Hu Rashika Singh Siddarth S New York Bengaluru technology mainstream:perspective

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CNBC DAILY OPEN: SOFTBANK GOES ALL IN ON OPENAI AS 'BIG SHORT' INVESTOR ISSUES CAUTION ON AI FIRMS

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✍️ SoftBank is selling its entire stake in Nvidia, but it's not due to concerns over AI valuations. Instead, the cash will be redirected to SoftBank's $22.5 billion investment in OpenAI.

👉 SoftBank sells entire stake in Nvidia for $5.83 billion 👉 Cash will be redirected to SoftBank's $22.5 billion investment in OpenAI 👉 No concerns over AI valuations, according to a person familiar with the sale

-- #JensenHuang #MasayoshiSon #MichaelBurry #JinyiGuo #LisaSu #JoMalone #SteveSedgwick #Tokyo #Japan #London #business

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Jensen Huang Masayoshi Son Michael Burry Jinyi Guo Lisa Su Jo Malone Steve Sedgwick Tokyo

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AMD SAYS ITS DATA CENTER REVENUE WILL JUMP 60% OVER THE NEXT 3 TO 5 YEARS

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✍️ AMD expects its data center revenue to increase 60% over the next three to five years, driven by its push into the AI space and efforts to steal share from rival Nvidia.

👉 AMD expects its data center revenue to increase 60% over the next three to five years 👉 The total addressable market for AI data centers is expected to reach $1 trillion over the next five years 👉 AMD's data center CPUs are expected to capture 50% of server revenue market share 👉 AMD is working on its MI500 series data center processors 👉 AMD anticipates more than 10% revenue growth in its client market over the next five years

-- #LisaSu #JeanHu #NewYork #technology

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Lisa Su Jean Hu New York technology Technology:perspective

11/11/2025

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AMD'S LISA SU SEES 35% ANNUAL SALES GROWTH DRIVEN BY 'INSATIABLE' AI DEMAND

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✍️ AMD CEO Lisa Su predicts 35% annual revenue growth for the company, driven by demand for artificial intelligence chips, with the AI data center business expected to grow at 80% per year.

👉 AMD expects 35% annual revenue growth over the next three to five years 👉 AI data center business expected to grow at 80% per year 👉 Sales projected to reach tens of billions of dollars by 2027 👉 Long-term deals with Oracle and Meta announced 👉 Partnership with OpenAI to sell AI chips

-- #LisaSu #SanFrancisco #California #technology

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Lisa Su San Francisco California technology mainstream:perspective

11/11/2025

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WHAT TO EXPECT IN MARKETS THIS WEEK: EARNINGS FROM DISNEY, COREWEAVE, SONY AND CISCO; VETERANS DAY HOLIDAY

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✍️ The article discusses the upcoming trading week, highlighting key economic reports, corporate earnings, and a Veterans Day holiday. Bond markets, banks, and government offices will close on Tuesday.

👉 Key economic reports delayed by government shutdown 👉 Corporate earnings reports from Disney, CoreWeave, Sony, Cisco, and Applied Materials 👉 Small business optimism survey for October 👉 Federal budget report from the Treasury Department 👉 Veterans Day holiday on Tuesday, with bond markets, banks, and government offices closed

-- #LisaSu #business

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11/10/2025

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COULD BUYING ADVANCED MICRO DEVICES STOCK TODAY SET YOU UP FOR LIFE?

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✍️ AMD stock is surging due to a recent deal with OpenAI and growing demand from leading hyperscalers, with analysts expecting 31% revenue growth in 2025 and 30% in 2026.

👉 AMD signed a deal with OpenAI to supply an enormous amount of chips 👉 Top hyperscalers like Google and Microsoft launched over 160 new cloud services using AMD's chips 👉 AMD's revenue is expected to grow 31% in 2025 and 30% in 2026 👉 Analysts expect AMD's earnings to grow at an annualized rate of nearly 40% over the next several years

-- #LisaSu #technology

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11/10/2025

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ZACKS INVESTMENT IDEAS FEATURE HIGHLIGHTS: ADVANCED MICRO, ORACLE, NVIDIA, AMDL AND META

https://media.zenfs.com/en/zacks.com/6d9e676bfa949d34d87584464569b788

✍️ Advanced Micro Devices (AMD) is a premier growth story in the global semiconductor and AI acceleration industries, with a 2025 surge of over 100% stock appreciation YTD.

👉 AMD's 2025 surge reflects its expanding dominance in high-value markets 👉 Robust data center revenue and state-of-the-art AI accelerators drive growth 👉 Strategic wins with hyperscale customers like OpenAI and Oracle 👉 Gaining share against entrenched rivals 👉 Leveraging chiplet architectures, heterogeneous compute platforms, and Xilinx acquisition

-- #LisaSu #technology

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11/7/2025

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AMD'S EARNINGS BLOW PAST ESTIMATES ON STRONG DEMAND FOR DATA CENTER CHIPS

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✍️ Advanced Micro Devices (AMD) reported record quarterly results, topping analysts' estimates with strong sales of its data center chips, driven by booming demand for AI.

👉 AMD reported record quarterly results, topping analysts' estimates 👉 Strong sales of data center chips driven by booming demand for AI 👉 Data center segment rose 22% year-over-year to $4.3 billion 👉 Company sees revenue between $9.3 billion and $9.9 billion for the current quarter

-- #LisaSu #business

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11/6/2025

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5 THINGS TO KNOW BEFORE THE STOCK MARKET OPENS

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✍️ Stock futures are moving lower in early trading as investors digest earnings reports and worries over AI stock valuations, while lawmakers work to end the government shutdown.

👉 Stock futures are pointing lower in early trading 👉 Worries over AI stock valuations are impacting market 👉 Government shutdown has put a freeze on government economic data releases 👉 Advanced Micro Devices (AMD) shares are falling despite reporting record quarterly results 👉 Super Micro Computer (SMCI) shares dropped after missing analyst estimates 👉 Pinterest (PINS) shares are plummeting after its earnings came in worse than expected

-- #JohnThune #LisaSu #BillReady #Washington #business

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John Thune Lisa Su Bill Ready Washington business mainstream:perspective

11/5/2025

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AMD BEATS Q3 ESTIMATES ON TOP AND BOTTOM LINE, OFFERS STRONG Q4 GUIDANCE

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✍️ AMD reports strong Q3 earnings, exceeding analysts' expectations, with revenue of $9.25 billion and EPS of $1.20.

👉 AMD reports strong Q3 earnings, exceeding analysts' expectations 👉 Revenue of $9.25 billion and EPS of $1.20 👉 Data center revenue hits $4.3 billion 👉 Client segment revenue is $2.9 billion 👉 Gaming division revenue is $1.3 billion 👉 AMD provides strong guidance for the fourth quarter

-- #LisaSu #OakRidgeNationalLaboratory #business

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Lisa Su Oak Ridge National Laboratory business mainstream:perspective

11/5/2025

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A $1 BILLION REASON TO BUY AMD STOCK NOW

https://media.zenfs.com/en/barchart_com_477/6f0af714944129c1f031d0cd3f9af558

✍️ Advanced Micro Devices (AMD) is stepping up with a billion-dollar project to reshape the future of science, medicine, and national security by powering two next-gen supercomputers with the U.S. Department of Energy.

👉 AMD is partnering with the U.S. Department of Energy and Oak Ridge National Laboratory to power two next-gen supercomputers. 👉 The project is backed by $1 billion in public and private investment. 👉 The supercomputers, Lux and Discovery, will redefine America's edge in AI and high-performance computing. 👉 The project aims to tackle complex experiments, cure cancer, and secure the nation's digital backbone.

-- #LisaSu #SantaClara #OakRidgeNationalLaboratory #technology

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Lisa Su Santa Clara Oak Ridge National Laboratory technology mainstream:perspective

11/5/2025

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JIM CRAMER SAYS “LISA SU AT AMD IS CHALLENGING NVIDIA AT ITS OWN GAME”

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✍️ Jim Cramer highlights Advanced Micro Devices (AMD) as a stock to consider owning, citing its competition with NVIDIA and CEO Lisa Su's smart thinking.

👉 AMD is competing with NVIDIA 👉 CEO Lisa Su's strategy is to focus on traditional PCs in addition to GPUs 👉 AMD's quantum work with IBM lifted the stock to a new high 👉 Cramer believes certain AI stocks offer greater upside potential and carry less downside risk

-- #JimCramer #LisaSu #business

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Jim Cramer Lisa Su business mainstream:perspective

11/3/2025

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PREDICTION: AMD WILL BE WORTH MORE THAN BROADCOM BY 2030

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✍️ The article predicts that Advanced Micro Devices (AMD) will surpass Broadcom's market capitalization by the end of 2030, driven by its growing momentum in the data center GPU space and other business segments.

👉 AMD's products are gaining traction in the data center GPU space 👉 The company's CPU/GPU business for PCs has steadily gained market share over the past decade 👉 AMD has signed a deal with OpenAI to deploy six gigawatts of AMD data center chips by 2030 👉 The company's embedded processors have tremendous potential, especially with autonomous vehicle technology

-- #LisaSu #MattFrankel #technology

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Lisa Su Matt Frankel technology mainstream:perspective

11/2/2025

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AMD'S STOCK HAS DOUBLED THIS YEAR. HERE'S WHY IT'S NOT TOO LATE TO INVEST.

https://media.zenfs.com/en/motleyfool.com/1d73b659f649f1e4572c1c3f1c70303b

✍️ Advanced Micro Devices' (AMD) artificial intelligence business is growing rapidly, with CEO Lisa Su estimating billions of dollars in revenue in the years ahead.

👉 AMD's revenue has been growing faster in recent quarters 👉 AMD's growth rate is comfortably in double digits 👉 AMD's chip business is still in its early stages 👉 AMD is establishing itself as a formidable rival to Nvidia 👉 AMD's valuation looks high at first glance, but its forward P/E and PEG ratios suggest it may still be cheap in the long run

-- #LisaSu #technology

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11/2/2025

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CELESTICA (CLS) IS AN “UNBELIEVABLE” STORY, SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/1bfcede152f6814ddda022f7283287c7

✍️ Jim Cramer discussed Celestica Inc. (NYSE:CLS) as a company making products for Broadcom and its role in the AI ecosystem.

👉 Celestica Inc. (NYSE:CLS) provides contract manufacturing, supply chain, and other services to businesses 👉 The company has a partnership with Broadcom 👉 Cramer believes that thinking about AI demand as 'zero sum' is ill-advised 👉 There is room for multiple players in the AI market

-- #JimCramer #LisaSu #JensenHuang #HockTan #NewYorkCity #Toronto #technology

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Jim Cramer Lisa Su Jensen Huang Hock Tan New York City Toronto technology mainstream:perspective

11/1/2025

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NVIDIA IS AHEAD OF ADVANCED MICRO DEVICES (AMD) IN CERTAIN AREAS, SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/fe0b16308278491a239b6a2819deebec

✍️ Jim Cramer discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) and its partnership with OpenAI, praising CEO Lisa Su's efforts to catch up with NVIDIA in AI performance.

👉 Jim Cramer discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) and its partnership with OpenAI 👉 Cramer praised CEO Lisa Su for her efforts to catch up with NVIDIA in AI performance 👉 NVIDIA is still ahead of AMD in some aspects, according to Cramer 👉 AMD is a promising investment, but some AI stocks may hold greater promise

-- #JimCramer #LisaSu #Jensen #David #technology

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Jim Cramer Lisa Su Jensen David technology mainstream:perspective

11/1/2025

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AMD’S 118% YTD RALLY IS ‘LUDICROUS’ ACCORDING TO THIS ANALYST. SHOULD YOU STILL BUY AMD STOCK?

https://media.zenfs.com/en/barchart_com_477/8c9fe72d2bcfa918279e7f77cd4abbe9

✍️ Advanced Micro Devices (AMD) stock has risen over 100% in nine months, driven by its expertise in artificial intelligence (AI) accelerators and CPUs.

👉 AMD's MI300X accelerators have started to gain commercial traction 👉 The company's EPYC processors already dominate the data center market 👉 Analysts are bullish on the stock, with 30 out of 44 analysts having a 'Strong Buy' rating 👉 The stock is considered undervalued by some, with a forward price-to-sales multiple of 13x and a forward price-to-earnings multiple of 114x

-- #JoshBrown #LisaSu #JabranKundi #SantaClara,California #technology

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Josh Brown Lisa Su Jabran Kundi Santa Clara, California technology mainstream:perspective

10/30/2025

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SHOULD YOU BUY ADVANCED MICRO DEVICES STOCK BEFORE NOV. 4?

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✍️ AMD is struggling to catch up to Nvidia in the data center market, but a recent deal with OpenAI could add billions to its revenue. The company will report its third-quarter results on Nov. 4, and investors will be keen to see more details on the deal.

👉 AMD is struggling to catch up to Nvidia in the data center market 👉 Recent deal with OpenAI could add billions to AMD's revenue 👉 Deal is estimated to be worth $90 billion 👉 OpenAI will deploy six gigawatts of AMD's data center chips by 2030 👉 AMD will report its third-quarter results on Nov. 4

-- #LisaSu #technology

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10/30/2025

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WE NEED TO TALK ABOUT ADVANCED MICRO DEVICES (AMD) MILLIONAIRES, SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/fe0b16308278491a239b6a2819deebec

✍️ Jim Cramer discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) as a potential investment opportunity, highlighting its role in the PC shortage.

👉 Jim Cramer discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) as a potential investment opportunity 👉 AMD designs and sells CPUs and GPUs used in consumer and enterprise spaces 👉 AMD's GPUs are used for AI computing 👉 Cramer believes AMD will go up again due to supply constraints and CEO Lisa Su's performance

-- #JimCramer #LisaSu #DavidZinsner #business

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Jim Cramer Lisa Su David Zinsner business mainstream:perspective

10/30/2025

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JIM CRAMER HIGHLIGHTS ADVANCED MICRO’S QUANTUM WORK WITH IBM

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✍️ Jim Cramer highlights Advanced Micro Devices' (AMD) quantum work and supply-constrained product line, leading to a 7.6% stock price increase.

👉 AMD's quantum work with IBM is a major talking point 👉 CEO Lisa Su's focus on traditional PCs and GPUs is a smart move 👉 AMD's supply-constrained product line is a concern

-- #JimCramer #LisaSu #GregBrockman #business

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Jim Cramer Lisa Su Greg Brockman business mainstream:perspective

10/28/2025

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JIM CRAMER SAYS “NVIDIA IS THE MOST SUPPLY-CONSTRAINED OF ALL”

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✍️ Jim Cramer mentions NVIDIA Corporation as a supply-constrained company, but notes that AMD won a big order from Oracle, causing NVIDIA's stock to drop.

👉 NVIDIA Corporation is a supply-constrained company 👉 AMD won a big order from Oracle to supply chips for data center build-out 👉 NVIDIA's stock dropped after the announcement 👉 The article suggests that certain AI stocks may offer greater upside potential and less downside risk

-- #JimCramer #LisaSu #business

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Jim Cramer Lisa Su business mainstream:perspective

10/28/2025

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COULD THIS SEMICONDUCTOR LEADER BECOME THE NEW FACE OF ARTIFICIAL INTELLIGENCE (AI)?

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✍️ Nvidia's dominance in the AI chip market may be challenged by custom processors from Broadcom, which has been receiving huge orders for its AI processors and is expected to become a major player in the industry.

👉 Nvidia's dominance in the AI chip market may be challenged by custom processors from Broadcom 👉 Broadcom has been receiving huge orders for its AI processors 👉 The company is expected to become a major player in the industry 👉 Nvidia's dominance may be challenged as the demand for custom AI processors increases

-- #LisaSu #technology

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10/26/2025

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2 TECHNOLOGY STOCKS THAT COULD MAKE BIG MOVES IN 2026

https://media.zenfs.com/en/motleyfool.com/462578215807b9dabe53a1d20021871b

✍️ Advanced Micro Devices (AMD) and Unity Software are expected to benefit from the growing demand for AI infrastructure, with AMD's data center CPUs and GPUs and Unity's AI-powered advertising product driving revenue growth in 2026.

👉 AMD is positioned to benefit from the growing demand for AI infrastructure 👉 AMD's data center CPUs and GPUs are gaining market share from Intel 👉 Unity Software's dominance in the mobile gaming market is expected to drive revenue growth in 2026 👉 Unity Software's AI-powered advertising product is expected to improve user acquisition 👉 The outlook for growth in the technology sector remains favorable

-- #LisaSu #technology

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10/26/2025

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AMD'S STOCK POPS 6% ON REPORT IBM CAN USE ITS CHIPS FOR QUANTUM COMPUTING

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✍️ Shares of Advanced Micro Devices (AMD) jumped 6% after a report that IBM can use AMD's chips to run certain quantum computing algorithms.

👉 AMD's shares jumped 6% after a report that IBM can use AMD's chips to run certain quantum computing algorithms 👉 AMD and IBM announced an agreement in August to develop quantum computing capabilities and integrate technologies 👉 IBM plans to debut a quantum computer by 2029 👉 Technology giants like Google, Microsoft, and Amazon are also racing to develop quantum computing 👉 The news has brought renewed interest to the quantum computing space, boosting stocks of companies like D-Wave Quantum, Rigetti Computing, and IonQ

-- #LisaSu #GabrielaBhaskar #Bengaluru #India #technology

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Lisa Su Gabriela Bhaskar Bengaluru India technology Technology:perspective

10/24/2025

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STACY RASGON EXPLAINS WHY ADVANCED MICRO DEVICES (AMD) DEAL WITH OPENAI ‘RAISES EYEBROWS’

https://media.zenfs.com/en/insidermonkey.com/3c4b5db50c9516cfb163beb941969701

✍️ Advanced Micro Devices, Inc. (NASDAQ:AMD) is a trending stock that has partnered with OpenAI, a company led by Sam Altman, and is expected to have a significant market share in the AI chip market by 2027.

👉 AMD has partnered with OpenAI to 'be on the rocket ship' of the company 👉 AMD gave OpenAI equity in return for being allowed to sell them chips 👉 Macquarie Core Equity Fund believes AMD will have product on par with NVIDIA by 2027 👉 AMD is expected to benefit from dual-sourcing high-end chips by hyperscale customers

-- #StacyRasgon #LisaSu #SamAltman #business

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Stacy Rasgon Lisa Su Sam Altman business mainstream:perspective

10/23/2025

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ANALYST SAYS INTEL (INTC) DOESN’T HAVE AI STRATEGY ‘AS VISIBLE’ AS TOP RIVALS

https://media.zenfs.com/en/insidermonkey.com/ca8eed22b0e009c3a1ece25cecd21e2d

✍️ Intel Corp (NASDAQ:INTC) is a trending stock, but analyst Ben Reitzes from Melius Research is not recommending it due to lack of AI strategy.

👉 Ben Reitzes from Melius Research is not recommending Intel Corp (NASDAQ:INTC) 👉 Lack of AI strategy is the main reason 👉 Intel's leadership is liked, but numbers are not there near term 👉 Reitzes is recommending Nvidia, Broadcom, and AMD instead

-- #BenReitzes #LisaSu #Lip-BuTan #business

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Ben Reitzes Lisa Su Lip-Bu Tan business mainstream:perspective

10/23/2025

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BERNSTEIN: AMD BUYS ITS TICKET ON THE OPENAI ROCKET SHIP

https://s.yimg.com/ny/api/res/1.2/ozP5WmSrTvw4Xgdi1I7JKQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzM-/https://media.zenfs.com/en/insidermonkey.com/8c8670ba18b77760cb40a115a9938620

✍️ Bernstein SocGen Group reiterated its Market Perform rating on Advanced Micro Devices (AMD) with a $200 price target, citing the company's strategic move with OpenAI and its potential to benefit from the AI market.

👉 Bernstein SocGen Group reiterated its Market Perform rating on AMD with a $200 price target 👉 AMD will supply billions of dollars' worth of GPUs to OpenAI, the owner of ChatGPT 👉 AMD's decision to give up 10% equity to OpenAI was unexpected but necessary to stay competitive in the AI market

-- #SamAltman #LisaSu #business

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Sam Altman Lisa Su business mainstream:perspective

10/23/2025

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PREDICTION: GLOBAL AI COMPETITION COULD CREATE TRILLION-DOLLAR WINNERS

https://s.yimg.com/ny/api/res/1.2/G9NRW7hUG9mu3pYm7bGBIQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD03MjA-/https://media.zenfs.com/en/motleyfool.com/2ab24436caa825a564b160701d5498fc

✍️ The article discusses the potential for two AI enablers, Palantir Technologies and Advanced Micro Devices, to reach a market capitalization of over $1 trillion due to growing competition in the AI industry.

👉 Palantir's software is being used by companies to gain operating efficiencies 👉 AMD's chips are being used by data centers to power large AI training loads 👉 Palantir's revenue has exploded this year, nearly doubling year over year in the second quarter 👉 AMD's data center business is expected to accelerate over the next year

-- #DanIves #LisaSu #JohnBallard #technology

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Dan Ives Lisa Su John Ballard technology mainstream:perspective

10/18/2025

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INSIDE YAHOO FINANCE INVEST 2025: AI STOCK BUBBLE, TRUMP TARIFF REALITIES, A FED UNDER SIEGE, AND ANOTHER CRYPTO BOOM

https://s.yimg.com/os/creatr-uploaded-images/2025-10/fd74e100-a93d-11f0-b6de-3cc621b45fb1

✍️ The article discusses the special moments in the markets this year, including the first Fed rate cut in over a year, Oracle's guidance, and the deal between OpenAI and AMD.

👉 First Fed rate cut in over a year 👉 Oracle's guidance on AI and its financial implications 👉 Deal between OpenAI and AMD 👉 AI deals supporting the broader market 👉 Invest, Yahoo Finance's annual event, will be held on November 13

-- #LarryEllison #ElonMusk #LisaSu #AlbertBourla #JeffSmith #LaelBrainard #VladTenev #BrianSozzi #NewYorkCity #business

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Larry Ellison Elon Musk Lisa Su Albert Bourla Jeff Smith Lael Brainard Vlad Tenev Brian Sozzi

10/16/2025

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CAN AMD STOCK REACH $300 IN 2025?

https://media.zenfs.com/en/barchart_com_477/8c9fe72d2bcfa918279e7f77cd4abbe9

✍️ Advanced Micro Devices (AMD) has repositioned itself as a serious contender in the semiconductor industry, driven by its push into AI, cloud, and high-performance computing. The company's recent quarterly earnings reports and partnership with OpenAI have reignited investor confidence.

👉 AMD has repositioned itself as a serious contender in the semiconductor industry 👉 Partnership with OpenAI includes supply of six gigawatts of GPUs and potential 10% stake in AMD 👉 AMD has expanded its presence in AI, cloud, and high-performance computing 👉 Company has made significant acquisitions to bolster its capabilities 👉 Analysts expect AMD's fiscal 2025 earnings to climb 20% YOY to $3.14 per share, then surge another 64% to $5.16 in fiscal 2026

-- #LisaSu #technology

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10/15/2025

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IS THE AI BOOM A BUBBLE? WHAT THE CEOS OF OPENAI, NVIDIA, AND MORE SAY

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✍️ Silicon Valley is experiencing a rapid growth in AI development, with companies investing heavily in compute power and infrastructure. However, some experts warn that the AI boom may be a bubble, with valuations defying physics and a growing suspicion that the supply chain is running ahead of the business case.

👉 AI spending is expected to top $1 trillion by 2030 👉 Global AI spending is expected to reach $1 trillion by 2030 👉 Microsoft, Google, Amazon, Oracle, and Meta are burning through more than $200 billion in annual capital expenditures 👉 Investors are warning of a bubble, citing valuations that defy physics and a growing suspicion that the supply chain is running ahead of the business case 👉 Experts are divided on the potential of AI to change industries and create new opportunities

-- #SamAltman #JensenHuang #LisaSu #MarkZuckerberg #JeffBezos #JamieDimon #MichaelDell #PatGelsinger #DavidSolomon #ArvindKrishna #SafraCatz #LarryFink #WarrenBuffett #RajivJain #SiliconValley #Italy #technology

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Sam Altman Jensen Huang Lisa Su Mark Zuckerberg Jeff Bezos Jamie Dimon Michael Dell Pat Gelsinger

10/15/2025

npub1auwyjzy…pfcwfe

ORACLE CLOUD TO DEPLOY 50,000 AMD AI CHIPS, SIGNALING NEW NVIDIA COMPETITION

https://image.cnbcfm.com/api/v1/image/108158703-1749756531719-Screenshot_2025-06-12_at_32333_PM.png?v=1750098597&w=1920&h=1080

✍️ Oracle Cloud Infrastructure announced it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026, marking a significant move in the artificial intelligence market.

👉 Oracle Cloud Infrastructure will deploy 50,000 AMD graphics processors starting in the second half of 2026 👉 AMD's Instinct MI450 chips will be used, which can be assembled into a larger rack-sized system 👉 OpenAI has announced a deal with AMD for processors requiring six gigawatts of power over multiple years 👉 OpenAI may end up owning as many as 160 million shares of AMD, or about 10% of the company

-- #LisaSu #KaranBatta #SamAltman #LarryEllison #SeemaMody #DanielNewman #Washington,D.C. #EastRoom #technology

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Lisa Su Karan Batta Sam Altman Larry Ellison Seema Mody Daniel Newman Washington, D.C.East Room

10/14/2025

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AMD AMPS UP CHIP WAR

https://images.wsj.net/im-36443879/social

✍️ Lisa Su, CEO of Advanced Micro Devices, has a history of thriving in the shadows of giants and sometimes vanquishing them too.

👉 Lisa Su is the chairwoman and CEO of Advanced Micro Devices (AMD) 👉 She has a history of thriving in the shadows of giants and sometimes vanquishing them too 👉 Su's leadership has led to significant growth and innovation at AMD

-- #LisaSu #technology

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10/12/2025

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IS THE AI STOCK BUBBLE ABOUT TO EXPLODE?

https://s.yimg.com/ny/api/res/1.2/HU1fPqOgTFZOx89ylsLEoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD04MjA-/https://s.yimg.com/os/creatr-uploaded-images/2025-10/d266c690-a546-11f0-a9df-8fb721cc8f48

✍️ The article argues that the AI bubble talk is overblown and that AI is a real technology being deployed in real ways, with tangible orders and infrastructure being built to support it.

👉 AI is a real technology being deployed in real ways 👉 Tangible orders and infrastructure are being built to support AI 👉 CFOs are thinking logically about AI investments 👉 Valuations don't support the warning calls 👉 Research from Goldman Sachs shows the median forward P/E ratio is roughly half the equivalent valuation of the late 1990s

-- #BrianSozzi #ZachDell #MichaelDell #LisaSu #MarcBenioff #MatthewMcConaughey #PeterOppenheimer #SanFrancisco #technology

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Brian Sozzi Zach Dell Michael Dell Lisa Su Marc Benioff Matthew McConaughey Peter Oppenheimer San Francisco

10/12/2025

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SHOULD YOU BUY ADVANCED MICRO DEVICES (AMD) STOCK AFTER ITS BLOCKBUSTER DEAL WITH OPENAI?

https://s.yimg.com/ny/api/res/1.2/Tk8533OlE_6VM3zR_WaTIw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD03MjA-/https://media.zenfs.com/en/motleyfool.com/12d3b1f6a8512f1d6d24eda9ab6093dc

✍️ AMD signs a deal with OpenAI to supply 6 gigawatts of computing capacity between now and 2030, potentially worth $90 billion.

👉 AMD signs a deal with OpenAI to supply 6 gigawatts of computing capacity between now and 2030 👉 The deal could be worth $90 billion 👉 AMD's data center business has been growing rapidly 👉 The company's new MI400 lineup, scheduled for release in 2026, is expected to be 10 times more powerful than its current chips 👉 OpenAI will start using MI450 GPUs in the second half of 2026 and will continue buying future generations of AMD chips until it has deployed 6 gigawatts of capacity

-- #LisaSu #IanCutress #technology

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Lisa Su Ian Cutress technology mainstream:perspective

10/12/2025

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AMD WILL BEAT NVIDIA TO LAUNCHING AI GPUS ON THE CUTTING-EDGE 2NM NODE — INSTINCT MI450 IS OFFICIALLY THE FIRST AMD GPU TO LAUNCH WITH TSMC'S FINEST TECH

https://media.zenfs.com/en/toms_hardware_319/f947f5371093d9e4eb393080137ebe36

✍️ AMD's next-generation Instinct MI450-series accelerators will be made on TSMC's N2 (2nm-class) fabrication technology, giving the company a major advantage over Nvidia's upcoming Rubin GPUs.

👉 AMD's Instinct MI450-series accelerators will be made on TSMC's N2 (2nm-class) fabrication technology 👉 The new node promises improvements in performance, power reduction, and transistor density 👉 AMD's Instinct MI450-series accelerators will be the company's first processors tailored specifically for AI and HPC applications 👉 Nvidia's upcoming Rubin GPUs will be made on N3 technology, giving AMD a major advantage

-- #LisaSu #technology

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10/11/2025

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JIM CRAMER WONDERS WHETHER AMD’S (AMD) AI GPUS ARE EQUAL OR BETTER THAN NVIDIA’S

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✍️ Jim Cramer discusses Advanced Micro Devices' (AMD) deal with OpenAI and its potential impact on the company's stock.

👉 AMD will supply chips and take a 10% stake in OpenAI 👉 Cramer believes the deal is a verification of the total addressable market 👉 AMD's CEO, Lisa Su, claims their next-generation chip, MI450, is equal or superior to NVIDIA's current version

-- #JimCramer #LisaSu #JensenHuang #SamAltman #JohnFord #business

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Jim Cramer Lisa Su Jensen Huang Sam Altman John Ford business mainstream:perspective

10/11/2025

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LISA SU HAS BUILT AMD INTO A $378 BILLION MICROCHIP TITAN. SO WHY ISN'T SHE RICHER?

https://s.yimg.com/ny/api/res/1.2/p1vbHQMdoawZkTM66t1Jxw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD05MDA-/https://media.zenfs.com/en/business_insider_articles_888/dbcf3bdb9a249834ad2c1188ef206838

✍️ AMD CEO Lisa Su has overseen a 7,000% stock surge, boosting the company's value to $378 billion, but her net worth is only $1.5 billion, a fraction of Nvidia CEO Jensen Huang's $167 billion fortune.

👉 AMD's market value has soared to $378 billion, surpassing Home Depot, Bank of America, and Procter & Gamble. 👉 Lisa Su's net worth is $1.5 billion, less than 1% of Jensen Huang's $167 billion fortune. 👉 Su has a 0.3% stake in AMD, worth about $1.1 billion. 👉 Jensen Huang still owns a 4% stake in Nvidia, worth over $160 billion.

-- #LisaSu #JensenHuang #JerrySanders #LarryEllison #ElonMusk #WarrenBuffett #SteveBallmer #BillGates #business

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Lisa Su Jensen Huang Jerry Sanders Larry Ellison Elon Musk Warren Buffett Steve Ballmer Bill Gates

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3 ARTIFICIAL INTELLIGENCE (AI) STOCKS THAT ARE CHEAPER THAN THEY LOOK

https://s.yimg.com/ny/api/res/1.2/CMqGJzj64dvZAtd.iVA0uA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD02NzU-/https://media.zenfs.com/en/motleyfool.com/4860a0b6c17aaa3b4267d25c0c043d63

✍️ The article discusses three artificial intelligence (AI) stocks that may be undervalued: Advanced Micro Devices, Intuit, and Workday. These companies are leveraging AI to grow their businesses and have strong growth prospects.

👉 Advanced Micro Devices has a multiyear agreement with OpenAI to deploy 6 gigawatts worth of AMD GPUs 👉 Intuit is incorporating generative AI into its software to provide users with financial assistants 👉 Workday is utilizing AI agents to automate tasks and has made recent acquisitions to enhance its capabilities

-- #LisaSu #technology

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AMD STOCK IS SOARING ON AN OPENAI DEAL, BUT ANALYSTS STILL THINK IT CAN CLIMB 35% FROM HERE

https://media.zenfs.com/en/barchart_com_477/4c15b8783b36dc6f04eafb43e1cd26dc

✍️ AMD stock surged 24% after announcing a partnership with OpenAI, which could give the ChatGPT maker a 10% stake in the semiconductor giant.

👉 AMD stock surged 24% after announcing a partnership with OpenAI 👉 OpenAI will deploy six gigawatts of AMD's Instinct graphics processing units (GPUs) over several years 👉 The partnership positions AMD as a core strategic partner to OpenAI 👉 The deal includes a warrant for up to 160 million shares, with vesting tied to deployment volume and AMD's stock price performance

-- #GregBrockman #LisaSu #JeanHu #AdityaRaghunath #technology

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Greg Brockman Lisa Su Jean Hu Aditya Raghunath technology mainstream:perspective

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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'

https://media.zenfs.com/en/benzinga_79/c982542fc5d37cde3e356c1f7b57ce00

✍️ Nvidia CEO Jensen Huang comments on AMD's partnership with OpenAI, calling it 'imaginative' but 'surprising' due to AMD's 10% stake giveaway.

👉 Nvidia CEO Jensen Huang comments on AMD's partnership with OpenAI 👉 Huang calls the deal 'imaginative' but 'surprising' due to AMD's 10% stake giveaway 👉 Nvidia's direct partnership with OpenAI is structured differently 👉 Competition intensifies between Nvidia and AMD in the AI chip market

-- #JensenHuang #LisaSu #JamesChanos #technology

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Jensen Huang Lisa Su James Chanos technology mainstream:perspective

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UNUSUAL ACTIVITY IN ADVANCED MICRO DEVICES OPTIONS HIGHLIGHT INVESTORS' ENTHUSIASM - BUT IS AMD STOCK AT A PEAK?

https://media.zenfs.com/en/barchart_com_477/8c9fe72d2bcfa918279e7f77cd4abbe9

✍️ Advanced Micro Devices (AMD) stock is trading at an all-time high after announcing a deal with OpenAI, but some analysts question whether the stock is overvalued.

👉 AMD's stock has risen over 28.5% in the past two days 👉 The company has announced a deal with OpenAI to produce AI chips and data centers 👉 Analysts are concerned that the good news may already be priced in 👉 AMD's free cash flow margin is lower than that of Nvidia 👉 Investors are still bullish on AMD, with a large volume of call options trading

-- #LisaSu #MarkR.Hake #technology

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Lisa Su Mark R. Hake technology mainstream:perspective

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AMD SHARES SLIP AS CEO CONFIRMS INSTINCT MI450 GPU DETAILS

https://media.zenfs.com/en/us.finance.gurufocus/35374f9af1c90b1e6f7cf432691fc152

✍️ AMD's CEO Lisa Su confirmed details about the company's upcoming Instinct MI450 graphics chip, a highly anticipated GPU for AI workloads, which will use TSMC's 2-nanometer process.

👉 AMD's CEO Lisa Su confirmed details about the company's upcoming Instinct MI450 graphics chip 👉 The chip will use TSMC's 2-nanometer process for its main compute die 👉 The chip will use 3nm tech for other components 👉 The MI450 will play a central role in AMD's new partnership with OpenAI 👉 OpenAI will take a 10% ownership stake in AMD

-- #LisaSu #technology

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