AMD
95 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.
AMD Fell 10.8% and Visa Closed Green: Friday Repriced Who Pays for AI, Not AI
Nine of ten megacaps fell as the Nasdaq slid nearly 3%, but the damage sorted precisely by who funds the AI buildout and who merely sells into it.
The Fed Held and the Gap Was Sold: Meta's 13.5% Week Says Rates Were Never the Problem
Wall Street took the Fed's hold as a green light and opened higher across the megacap complex. Four of the seven names that gapped up closed below their prior c...
Meta Funds AI With Preferred Stock — and the Megacap Bid Faded All Day
Meta priced depositary shares tied to Series A preferred to fund AI capex. Seven of ten megacaps gapped higher Wednesday — seven closed in the lower third.
AMD's $27.74 Day: US Chip Capital Rotates In as China's AI Complex Sheds $480 Billion
AMD closed at $559.02 with 72% of the gain earned after the open. Two names supplied 83% of a ten-stock basket's move while Meta logged a fourth straight declin...
Anthropic's $16.3 Billion Half-Year Reprices Compute. Alphabet Closed at a 90-Day Low
Anthropic's S-1 showed $16.3 billion of six-month revenue against an $80.7 billion net loss. Three chip-adjacent names supplied 99% of the megacap basket's gain...
ETF Flows Faded at $81,300. Megacaps Split: Apple at a 90-Day High, Alphabet at a Low
US spot bitcoin ETFs took in about $1.07 billion, then gave it back. The equity read-through showed up as megacap dispersion, not a broad risk unwind.
MaxLinear Wants 30% of a Market Credo Owns 99% Of. That Bends the AI Cost Curve
A near-monopoly in AI rack interconnect just drew a credible challenger. The repricing lands on component suppliers first — and on the cost of every rack the hy...
S&P Is Rewriting What 'Value' Means — and Friday's Session Showed Why the Yield Screens Are Wrong
Investors are hunting income as AI funding fears spread. Yet Visa fell 1.30% to $408.97 while AMD rose 2.25% — the defensive bid went to the wrong place.
Oil Spike Gapped Tech Lower — Then Seven of Ten Closed in the Upper Third
Brent at a near six-month high knocked eight of ten names lower at the open. Buyers took most of it back by the bell. AMD led at +2.25%.
The Chip Rout Went Global. Visa Printed a 52-Week High the Same Day AMD Fell 7.4%
Korea's KOSPI fell over 3.5% and the CSI 300 entered a bear market as the AI selloff spread, yet the session that triggered it saw Visa touch $412.48 and Apple...
NextDC Loses Half Its Market Cap on Power Delays — AMD Still Closed Green
An Australian data center operator cut guidance on grid delays and shed 44%. US chip names gapped down, absorbed it, and closed off the lows.
Trump's Sanctions Waiver Bought the AI Complex $27.00 a Share — All of It Before the Bell
Crude fell about 2% on the Russian sanctions waiver. AMD and NVIDIA took $27.00 per share of that relief at the open and gave $0.14 of it back during the sessio...
Asia Sold the AI Trade at 2%. New York Bought It Back by 4.67%.
Japan's Nikkei fell 2% on US tech losses and crude. Hours later Amazon closed +4.67% and AMD +4.30%, while Meta logged a fourth straight red close.
Huang Says the AI Story Is Intact. AMD Just Gave Back 46% of a $156 Run in Five Sessions
Nvidia's CEO dismissed the semiconductor selloff as noise. AMD fell $21.02 to $541.21 and still carries $84.90 of 30-session gain that NVIDIA no longer has.
CoreWeave's Credit Signal Hit the Chip Complex — and JPMorgan Rallied 2.48% Anyway
AMD fell 3.74% to $541.21 while JPMorgan rose 2.48% to $343.84 on the same session. Lenders do not rally into genuine credit contagion.
The CoreWeave Shock Is a Credit Event Wearing an AI Costume
AMD gapped down 5.47% and closed $549.47, nearly $10 above its open. Microsoft and Alphabet closed green. The market is repricing who financed the buildout, not...
Jio Files a ₹30,213 Crore IPO While Nvidia Posts a Seventh Straight Red Close
India's largest-ever issue drew a 20% grey market premium the same week the AI complex broke. AMD gapped down 5.47% and still closed $1.44 off its high.
Seven of Ten Megacaps Closed Green — The Chip Rout Stayed in Its Lane
China's memory push hit the semis again, but META reversed a gap-down to close +3.14% and MSFT, AAPL and V all finished at or near 90-day highs ahead of CPI.
The Chip Rout Went Global — KOSPI Fell 6% and AMD Closed on Its Low
Asia is now importing the US semiconductor selloff. AMD shut at $586.85, a hair off the session low, while six of ten megacaps still closed green.
Meta's $31.83 Alone Beat the Entire Megacap Basket's $24.27 Gain
Meta added $31.83 per share Monday — more than the ten-name megacap basket gained net. Strip it out and the group was red. Morgan Stanley counts 54% of US stock...