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.
SpaceX Prints at 200x Forward Earnings — And the Chip Bid Is Already Gone
A newly public SpaceX below its post-IPO high is the cleanest read on speculative appetite. On the megacap board, the money went to MSFT, V and AMZN — not to AM...
OpenAI's $50 Billion Revenue Report Hits the Chips — AMD and NVDA Sell Every Gap
The FT number knocked semis off their October highs. Six of ten megacaps still closed green. The split is inside the AI trade itself.
OpenAI's Revenue Is $20 Billion Short of the Pitch. AMD Gave Back $9.37 and Alphabet Fell $6.20 From Its High
A report that OpenAI's annualized revenue runs about $20 billion below the roughly $50 billion told to investors hit the AI-levered names hardest. Visa closed g...
$550M in Crypto Liquidations Is the Cleanest Test Yet of the AI Trade's Independence
Bitcoin broke below $84,000 on a leveraged unwind hours after megacap equities closed at highs. AMD finished at $657.93, within pennies of a 52-week peak, on a...
Yields Eased and Microsoft Closed at $526.17. AMD Fell $4.79 Into the Same Bid
Treasury yields inched lower as investors pared Fed hike bets. Microsoft and Nvidia both closed at 90-day highs; AMD was one of only three names lower.
Intuit Grew Revenue 14% and Closed at $281. AMD Added $19.14 in a Single Session.
Intuit's fiscal 2026 revenue rose 14% to $21.448 billion and the consensus rating is still Hold. AMD, Nvidia and Tesla supplied 72% of the megacap gains the sam...
Nasdaq 100 Prints a Record, Then Yields Reverse — Seven of Ten Megacaps Closed in the Lower Third
Soft payrolls lifted every one of the ten largest names at the open. Yields turned back up and the gaps got sold — only Tesla held its highs.
Anthropic Files, OpenAI Pulls a Model, and the AI Trade Rotates Down the Stack
Eight of the ten largest US companies closed red, yet NVIDIA gained 2.26% and Microsoft recovered to within a quarter of its high. AMD lost 5.08%. This is rotat...
Burry Says the AI Bubble May Burst Sooner. NVIDIA Rose 2.26% While AMD Fell 5.08%
Michael Burry pulled his tech short forward and eight of the ten largest US companies closed red. The one name that advanced was the purest AI position on the b...
AMD's Trillion-Dollar Milestone Closed in the Lower Third of Its Range, and Microsoft Took the Session
AMD crossed a trillion in market value and finished barely changed. Microsoft gained 3.40% to a 90-day high while Meta shed 3.37% — a 677 basis point gap betwee...
JPMorgan Snapped 4.09% to a Fresh 90-Day Low While Semis Printed Records
JPM closed $337.64 — the bottom of its 90-day range, 1% off the session low. Visa made it six red closes in a row. The financials complex is being sold as a uni...
Nykredit's Q2 Sweep Hit 14 Names and Skipped Megacap Tech Entirely
A Danish institution disclosed new second-quarter stakes across autos, healthcare, REITs and staples. None of our ten megacaps made the list. Five of seven gap-...
Splits Divide the Price, Not the Business — and Friday's Megacaps Made the Point
Three companies set stock-split record dates next week. Meanwhile the two highest-priced US megacaps — Meta at $675.61 and AMD at $542.59 — closed nearest their...
Insider Sale Filings Stack Up as Five of Seven Gap-Ups Closed Red
A Rule 10b5-1 selling cluster hit the filings Friday while megacap gap-ups bled out. JPMorgan at $347.31 sits 0.7% above its 90-day low. That's the level that m...
Ten Gap-Ups, Three Real Buyers: AMD's 6.11% Was the Only Conviction in a Relief Rally
Every one of the ten largest names gapped higher after the Fed's hike, and seven of them closed below their opening print. AMD closed at $543.81, at the top of...
The Fed Hiked and Semis Led Anyway: AMD's $12.87 Gap Did Three-Quarters of the Work
The Fed raised rates and the long end of the curve stayed quiet. Semiconductors took the cue — AMD closed at $521.58, within $3.42 of its 90-day high, while bot...
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.