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AMD (AMD) PT Raised to $246 at Morgan Stanley
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AMD (AMD) PT Raised to $265 at UBS
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Oppenheimer Reiterates Perform Rating on AMD (AMD)
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AMD (AMD) PT Raised to $240 at Evercore ISI
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Jefferies Upgrades AMD (AMD) to Buy, 'OAI Changes the AI Narrative'
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AMD (AMD) PT Raised to $240 at Stifel on OpenAI deal
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AMD (AMD) PT Raised to $300 at Melius
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Active options: AMD NVDA TSLA SOFI AMZN AAPL INTC OPEN
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AMD (AMD) PT Raised to $275 at Cantor Fitzgerald
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AMD (AMD) PT Raised to $273 at Truist Securities
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AMD (AMD) PT Raised to $270 at Benchmark
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AMD (AMD) PT Raised to $250 at Roth/MKM
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AMD (AMD) PT Raised to $250 at BofA Securities
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AMD (AMD) PT Raised to $250 at CFRA
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AMD (AMD) call put ratio 1.7 calls to 1 put with a focus on October 250 calls as share price up 28%
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Active options: AMD NVDA TSLA INTC META PLTR AMZN PLUG
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AMD (AMD) PT Raised to $300 at Barclays
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AMD (AMD) CEO: deal with OpenAI will be immediately accretive, some stock vests at $600
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AMD (AMD) call put ratio 2 calls to 1 put into announces partnership with OpenAI, including 160M share warrant
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Stocks expected to have increasing option volume: AMD NVDA INTC AVGO MU SMH QCOM CMA FITB XLF FLY
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KeyBanc Expects AMD (AMD) 'To Post Higher Results and Higher Guidance'
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AMD shares soar on OpenAI chip deal worth billions
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AMD issues warrant to OpenAI for up to 160 million shares tied to GPU purchases
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AMD signs chip supply deal with OpenAI worth tens of billions with option to take 10% stake
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AMD not fabbing at Intel, says SemiAccurate; shares retreat
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Intel (INTC) on Watch Following Chatter AMD (AMD) Deal Unlikely
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BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T
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AMD (AMD) call put ratio 3.5 calls to 1 put with a focus on October 3 weekly calls
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AMD (AMD) call put ratio 3.2 calls to 1 put with a focus on October 3 weekly calls
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Intel (INTC) in early talks to add AMD as foundry client - Semafor
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Edgewater Comments on AMD (AMD)
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IBM and AMD partner with Zyphra for AI training infrastructure
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These 2 AI stocks stand out as supply chain winners, says KeyBanc
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Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
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Trump considering tariffs on foreign electronic based on number of chips - Reuters
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AI investment remains on solid fundamental footing: Barclays
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Active options: AMD ORCL FCX NIO HOOD MARA CIFR RIG JD META IREN
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Active options: AMD ORCL FCX NIO HOOD MARA CIFR RIG JD META IREN
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Seaport ups Intel on near-term catalysts, remains cautious on long-term prospects
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Active options: AMD PLTR IREN RGTI JD RIOT LAC MRVL CRWV MSTR HOOD MARA
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Active options: AMD PLTR IREN RGTI JD RIOT LAC MRVL CRWV MSTR HOOD MARA
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AMD and Cohere expand AI partnership for enterprise deployments
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Active options: AMD BBAI MU ORCL KVUE SNAP UNH MARA META TSM CLSK
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Active options: NVDA OPEN TSLA AMZN AAPL INTC PLTR PLUG SOUN
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Wells Fargo on KED Article: 'at this point it feels like MU has to confirm that its supply is sold out for next year'
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JPMorgan: 'If the press reports are true, Samsung’s long awaited qualification for Nvidia’s HBM3e supply is a positive development'
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Intel distractions could actually be a positive for AMD stock, says BofA
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William Blair on NVIDIA (NVDA): 'We see room for Nvidia to maintain robust growth, underpinned by continued hyperscaler spending'
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Stifel on NVDA and INTC: 'We view the collaboration positively'
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DA Davidson: 'NVIDIA continues to accelerate momentum around the AI ecosystem while supporting the only viable leading-edge domestic foundry'
