AMD
59 articles tagged AMD, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
The Fed Hiked and the Board Rotated — Semis Took the Bid, Visa Closed on the Low
First Fed hike in three years, Treasury yields at 2007 levels, and six of ten names still closed green. The split was clean: AMD +3.45%, Visa -0.90%.
Two More Hikes Priced In: AMD's $30.64 Gap Was Nearly All of Its 5.89% Loss
A CNBC survey showing at least two Fed hikes over the next year coincided with AMD gapping down $30.64 and NVIDIA losing 3.28%, while Microsoft and Visa closed...
Friday's Megacap Sweep Was 62% Gap. Central-Bank Week Opens Lower.
All ten megacaps closed green Friday, but $35.28 of the $56.90 in combined per-share gains arrived at the opening bell. Futures are lower into central-bank week...
Meta Gapped 5.69% and Closed at $656.75 — A 90-Day High While Six Megacaps Bled
META printed a +$34.91 gap and never filled it. Alphabet, Amazon and Apple were sold the whole session. Leadership just narrowed to two tickers.
Meta Adds $43.27 While Alphabet Slides — 975 Basis Points Inside the Same Ad Market
Meta gapped 5.69% higher on its new model and agent app, closing at $656.75. Alphabet opened at its session high and never traded above it again. Both sell the...
Oil and Record Copper Repriced the Discount Rate — and NVDA Gave Back Its Entire Gap
The Dow lost 575 points while the Nasdaq slipped 0.1%. NVIDIA opened 1.22% higher and closed at $227.09, near the low of its range, as AMD and Tesla absorbed $4...
Booking Drops 7% and Visa Follows — The Consumer Trade Cracked While AMD Printed $509.02.02
Booking Holdings fell 7% to $179.76 on soft travel sentiment and renewed rate-hike chatter. Visa was the worst megacap on our board. AMD ripped 6.59% anyway.
The AI Rotation Call Meets a Board Where NVDA and META Both Closed at 90-Day Highs
AMD added $21.29 and NVIDIA closed at $230.35, a 90-day high, while Microsoft gave back $10.58. The consumption-over-construction thesis has a data problem.
Regulators Look at Cybercab and Tesla Loses 6% — the Money Went to AMD
Tesla shed $22.45 after safety regulators said they were evaluating the Cybercab rollout. On the same session AMD gained 4.67% — a 1,063 basis point spread insi...
The 13F Bid Didn't Show Up — JPM Closed $358.48 While AMD Ripped 4.67%
Filings showed heavy second-quarter accumulation in JPMorgan. The stock still closed down 0.99%. Friday's real money went to AI silicon — AMD $477.45, NVDA a fr...
Adobe's Insider CEO Pick Cost 7% — and Microsoft Gave Back $10.58 the Same Day
A succession announcement priced as an AI-strategy risk premium. Application software sold off while AMD added $21.29 and NVIDIA closed at a 90-day high of $230...
The AI Trade Is Splitting in Two — and Thursday's 138 Basis Points Show Where the Money Went
A week of selling in Chinese AI names ended with capital moving back to traditional sectors. In New York, the same fracture appeared: platforms took the bid, me...
Waller Killed the Hike Trade and Nine of Ten Megacaps Gapped Up — AMD Still Closed Red
A dovish Waller reset September rate-hike odds and nine of the ten largest names gapped higher. Tesla added 5.41%; AMD closed lower for a third straight session...
Broadcom's AI Targets Lifted NVDA $6.81. AMD Lost $3.10 on the Same Headline.
An AI demand signal that moves the incumbent and not the second source is a statement about who captures the incremental dollar. NVDA closed $224.25; AMD closed...
Crypto Sold the Rate-Hike Odds. Equities Didn't — NVDA Closed $224.25, Up 3.13%
Bitcoin and Ethereum fell on rising rate-hike odds and Iran risk. Large-cap equities ignored it — NVDA closed $224.25, up 3.13%, and seven of ten names finished...
The ECB Says the AI Rally Will Correct. Inside the Index, It Already Has
ECB researchers warned Monday that an AI-driven adjustment should be expected. The prior session's 655-basis-point spread between AMD and NVIDIA suggests the ad...
A Record S&P Close With Seven of Ten Mega-Caps Red — AMD Took the Whole Bid
Flat July PPI pushed the S&P 500 to a record 7,798.99. AMD ripped 6.5% to $514.40 and closed on its high. Almost everything else faded.
Goldman's Post-Q2 Conviction List Skips Every Megacap — And AMD Added $31.38 Anyway
Goldman's top ideas after second-quarter earnings are mid-cap contractors and software. Meanwhile AMD closed $0.21 off its session high at $514.40 while seven o...
Flat PPI Was Supposed to Lift Everything — Instead AMD Took All of It and Seven of Ten Closed Red
Wholesale prices were unchanged in July and the disinflation trade delivered exactly one winner: AMD closed +6.50% at $514.40 while the rest of the megacap comp...
The Rotation Into Tech Is Real — But JPMorgan Printed $366.49 and Closed at $363.11
Eight of the ten largest US names finished higher as money left mining and gold for technology. The two that failed at their highs — JPMorgan and AMD — carry th...