AMD
30 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 Gapped Up $24.89 and Closed 39 Cents Off the Low. NVIDIA Didn't.
AMD opened $510.28, printed $515.62, and finished at $476.15 — a $39.47 per-share giveback. NVIDIA closed up 2.93% at $200.75 in the upper third of its range.
Yields at a 19-Year High Didn't De-Rate Big Tech — They Sorted It
A 19-year peak in long-bond yields left the Nasdaq 100 up 0.17% and the S&P 500 down 0.02% — while Amazon rose 15.32% and Apple fell 7.35% in the same session.
Microsoft Gapped 12.28%. Meta Gapped Down 10.22%. Same Session.
MSFT closed $451.10, up $60.56. META closed $539.03, down $46.58. Twenty-three points of separation in one session — the AI complex stopped trading as one block...
A $24B AI Fund Unwound. NVIDIA Closed at $190.01 — the Dead Low.
Situational Awareness liquidated its book after leveraged AI bets failed. AMD lost 5.51%. NVDA closed at the exact low of its range on 136.6M shares.
Seoul Tripped a Circuit Breaker. AMD Lost 8.13%. NVDA Closed Green.
South Korea's Kospi sank nearly 11% on chip selling and triggered a circuit breaker. The contagion hit AMD for $40.22 — and stopped there.
The Options Market Is Pricing 6.1% on Caterpillar and Nothing on the Fed
A 6.1% implied move on Caterpillar's August 4 print and 4.3% on Gilead say event risk has migrated from policy to individual income statements — and Tuesday's 7...
AMD Traded a $51.07 Range and Closed Below $500 — The AI Capex Trade Is Being Repriced
AMD gapped up 1.07% and closed $27.00 lower at $494.95; NVIDIA shed $10.33 to $196.51. The money did not leave equities — it moved to Microsoft, Alphabet, Visa...
The Earnings Cycle Is Rewarding Cash Conversion: AAPL +3.53%, AMD −3.29%
UnitedHealth's Optum-led revenue mix and a cluster of steady cash-generation prints frame the real July repricing: capital intensity is losing, cash conversion...
Earnings Season Is Sorting the Mag 7 — AAPL $334.99 vs AMD $518.00
Alphabet and Tesla both fell after July 22 prints, Microsoft is next, and Palantir reports August 3. Friday's tape already picked sides: AAPL +3.53%, AMD -3.29%...
Inflation's Double Hit: What JPM at an All-Time High and TSLA at 3.03 Are Saying
JPMorgan closed at its 52-week high while Tesla sits 37% below its peak. Tariff-driven inflation fears are reordering valuations in real time.
Asia's Chip Rebound Targets Mega-Cap Dispersion: Apple Near Highs, Microsoft 29% Below Its Peak
Tokyo surged 3.26% and Seoul snapped its losing streak as chips rebounded worldwide — and the widest quality-versus-AI spread in the mega-cap complex is now the...
Beijing Backstops Tech, Chips Rally Worldwide — NVDA $206.65 Decides If It Travels
China's support measures sent Shenzhen up 4.81% and global chips extended their rebound. The rally reaches our board only if NVDA clears $206.65 — below $197.97...
US-Iran Shock Sends Oil to Monthly Highs, KOSPI Down 4% — NVDA's $197.97 Is the Firewall
Risk-off went global overnight as oil spiked and Korea's KOSPI shed $144B. Nasdaq futures are green anyway — NVDA's $197.97 low decides whether the contagion re...
AMD Flushed to $460.21 Then Reversed $45.67 — The Only Real Bid on a Nine-Red Board
Nine of ten megacaps finished red Thursday, but AMD's $45.67 reversal off $460.21 was the session's lone conviction print. NVDA's $197.97 low is the line that d...
Apple Prints a 52-Week High at $334.99 While the Other Nine Megacaps Close Red
Apple gained 0.14% to $333.74 and touched a fresh 52-week high — the only advancer among ten megacaps. NVIDIA broke $200 intraday, yet most of the decliners rec...
Nine of Ten Mega-Caps Fell, and Apple Still Printed a 52-Week High — The Rotation Call Is Early
Weekend commentary champions a forgotten 49-year dividend payer as the growth trade wobbles; the session's internals show quality mega-caps being bought on ever...
GOOGL Erased Its Gap-Down and Closed +3.17% — The Cleanest Reversal on a 7-of-10 Green Board
Held gaps got paid Thursday. GOOGL flipped an open below its prior close into $370.92, while AMD's $49.24 swing punished anyone who chased the bell.
Two 52-Week Highs, Two Failed Gaps — The Megacap Bid Broadened Thursday
AAPL printed $328.72 and JPM tagged $351.24 — both fresh yearly highs. Seven of ten names closed green. TSLA and AMD gapped up and reversed.
AMD Gives Back $26.88 From the Open as Platform Megacaps Absorb the Session's Bid
AMD traversed a $49.24 intraday range and closed at $529.14 while Apple, Microsoft, and Alphabet all gained 2.7% or more. Capital is rotating within the megacap...
A 500-Times Oversubscribed Chip IPO Called Cautious: The AI Cycle Is Entering Its Sorting Phase
CXMT's dented $8.6B Shanghai listing and Berkshire's 30% platform concentration frame the same regime shift Thursday's session priced: capital is consolidating...