Advanced Micro Devices, Inc. (AMD) News
Track canonical SquawkNews coverage tagged to AMD, Advanced Micro Devices, Inc.. This hub brings together deduplicated headlines about united states, markets catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 313 indexed stories across 70 publication days and is ordered by the same first-publication timeline used by LiveCast.
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Nebius shares jump after raising on-demand GPU compute rates
Nebius Group N.V. (NBIS) rose about 9.15% premarket after it raised on-demand compute prices effective October 1, with customer communication reshared on Reddit and X. IREN (5.16%) and CoreWeave (CRWV) also rose premarke
EQUITY | Sep 17, 2026, 12:11 PM UTC
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What's Going On With AMD Stock Thursday?
Advanced Micro Devices, Inc. (NASDAQ: AMD ) stock rose nearly 3% in Thursday premarket trading as risk appetite improved alongside U.S. stock futures. Nasdaq futures gained 1.05%, while S&P 500 futures rose 0.80%. AMD's
LIVE | Sep 17, 2026, 11:58 AM UTC
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Super Micro Rebounds 3% After This Week's AI Infrastructure Selloff
Super Micro Computer, Inc. (NASDAQ: SMCI ) stock moved higher Wednesday as investors returned to AI infrastructure and server-related stocks following a sharp pullback earlier in the week. Super Micro Rebounds With AI Tr
LIVE | Sep 16, 2026, 03:53 PM UTC
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AMD rebounds about 3% as AI engine faces a pause
Advanced Micro Devices rebounded about 3.0% to $508 Tuesday morning after a more than 4% drop Monday, as semiconductor stocks fought back from an AI-driven selloff.
EQUITY | Sep 15, 2026, 07:01 PM UTC
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Semiconductor TAM set to double by 2030 to $3.2T on memory and data center demand: BofA
Although it took the semiconductor industry 50 years to reach the $1T mark in annual sales, the sector is currently growing at an incredible rate due to near-insatiable demand.Bank of America has forecast the total addre
CENTRAL_BANK | Sep 15, 2026, 01:21 PM UTC
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Delos Data, a chip startup founded by Intel veterans, raises $100 million for AI networks
By Stephen NellisDelos Data, a startup founded by veterans of Intel Corp NASDAQ:INTC, on Tuesday said it has raised $100 million to develop chips and software that can move data around faster inside AI data centers that
NEWS | Sep 15, 2026, 01:00 PM UTC
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Cathie Wood Makes Striking Switch Between AI Stock Giants
Cathie Wood's Ark Invest made a sharp rotation across technology and biotechnology stocks last week, buying roughly $28 million of Meta Platforms NASDAQ:META while selling a nearly identical dollar amount of Alphabet NAS
EQUITY | Sep 15, 2026, 12:21 PM UTC
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HP Redefines the Mobile Workstation for the Era of Agentic AI
The HP ZBook Ultra G3a 16, the most capable local agentic laptopi, powered by AMD and enhanced by Perplexity, makes AI work where work happensA Personal AI Factory for ProfessionalsNews Highlights:PALO ALTO, Calif., Sept
NEWS | Sep 15, 2026, 12:03 PM UTC
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Stock Market: Will S&P 500 Open Up or Down Today?
U.S. stock futures are trending lower early Tuesday as Wall Street digests rising energy costs, refinery outages, and the start of a critical Federal Reserve policy meeting. The Polymarket (CRYPTO: POL) crowd is leaning
LIVE | Sep 15, 2026, 05:58 AM UTC
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Steve Bannon Breaks With Trump on AI, Teams Up With Bernie Sanders to Demand Restrictions As Warnings Grow Over the Technology’s Threats
Former Trump White House adviser Steve Bannon is set to join Sen. Bernie Sanders (I-Vt.) in a bipartisan push for tighter AI rules as concerns grow over the risks posed by increasingly powerful artificial intelligence sy
LIVE | Sep 15, 2026, 05:04 AM UTC
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Wall Street ends down, calls for AI slowdown pummel chipmakers
By Noel RandewichWall Street ended down on Monday, weighed down by losses in Nvidia and other chipmakers after top executives in U.S. artificial intelligence companies raised safety concerns and called for a slowdown in
NEWS | Sep 14, 2026, 08:00 PM UTC
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Global AI stocks fall as industry chiefs call for slowing development
By Johann M Cherian and Gregor Stuart HunterAI-linked stocks plunged worldwide on Monday after leaders of the biggest artificial intelligence companies warned of potentially existential risks from the technology, shaking
NEWS | Sep 14, 2026, 07:03 PM UTC
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Wall Street drops as AI worries pummel chipmakers
By Noel RandewichWall Street dipped on Monday, weighed down by losses in Nvidia and other chipmakers after top executives in U.S. artificial intelligence companies raised safety concerns and called for a slowdown in the
NEWS | Sep 14, 2026, 06:23 PM UTC
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Nasdaq 100 slips as AI leaders urge slowdown
U.S. stocks were mixed Monday as AI hardware shares sold off and cyber names gained after weekend remarks from Anthropic, OpenAI and xAI leaders calling for a slower pace of model development. The 10-year Treasury yield
MACRO | Sep 14, 2026, 06:06 PM UTC
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Global AI stocks fall after AI CEOs warn on rapid development risks
AI-linked stocks fell across global markets after leaders of major AI companies warned about risks from rapid development.
EQUITY | Sep 14, 2026, 02:40 PM UTC
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Global AI stocks fall after industry chiefs warn on rapid development
AI-linked stocks dropped Monday following warnings from leaders of major AI companies about risks from rapid development.
EQUITY | Sep 14, 2026, 12:41 PM UTC
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MU, SNDK, INTC, AMD: Chip Stocks Slide After Anthropic Calls For AI Industry Slowdown
Shares of major chipmakers slid in overnight trading late Sunday after Anthropic joined OpenAI in calling for a slower pace of frontier AI model development amid mounting concerns over potential misuse — a move that coul
CRYPTO | Sep 14, 2026, 02:20 AM UTC
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Micron Stock Has Stalled, But One Catalyst Could Bring the Momentum Back
Micron (NASDAQ: MU ) stock has stalled this month as demand across the memory industry cools. It has broken below the crucial support level of $1,000 and is down over 22% from its high for the year. Still, its upcoming e
LIVE | Sep 13, 2026, 07:26 PM UTC
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Notable tech headlines for the week: Apple, Nvidia, Oracle in focus
The tech sector remained in the spotlight this week as investors digested earnings reports from heavyweights including Oracle NYSE:ORCL and Adobe NASDAQ:ADBE.Top Gainers:Top Losers:Here are some of the important technolo
EARNINGS | Sep 12, 2026, 02:11 PM UTC
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JPMorgan cut off lending to Situational Awareness after AI debacle - FT
JPMorgan NYSE:JPM ended its lending activity for Leopold Aschenbrenner’s hedge fund Situational Awareness after the investor suffered severe losses in July.JPMorgan was one of the prime lenders to Situational Awareness t
NEWS | Sep 11, 2026, 09:21 PM UTC
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Chip stocks lead Nasdaq's weekly gains; Amgen plunges after trial setback
The Nasdaq Composite Index NYSE:COMP climbed on Friday alongside major Wall Street indexes after the latest consumer inflation report came in largely in line with expectations. It closed +0.96% higher after jumping by ov
NEWS | Sep 11, 2026, 08:31 PM UTC
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AI firm Cohere in talks to raise as much as $3B at $20B valuation
Canadian AI firm Cohere Inc. is in advanced discussions to raise between $2 billion and $3 billion, including financing from the Canadian government.The financing would value the AI company at $20 billion, according to a
NEWS | Sep 11, 2026, 07:03 PM UTC
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Nvidia Rebounds After Rivals Open a 10-Point Weekly Gap
Nvidia NASDAQ:NVDA, the dominant artificial-intelligence accelerator supplier, climbed roughly 0.6% to $220.43 Friday, finding buyers after a bruising stretch against rival chipmakers. The shares had lost about 5% since
EQUITY | Sep 11, 2026, 06:41 PM UTC
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Piper Sandler starts AMD coverage with Overweight and $600 target
Piper Sandler began coverage of Advanced Micro Devices (AMD) with an Overweight rating and a $600 price target. The note also frames AMD's growth assumptions as just beginning.
EQUITY | Sep 10, 2026, 09:22 PM UTC
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Piper Sandler initiates AMD with Buy rating and $600 target
Piper Sandler analyst David O'Connor initiated Advanced Micro Devices (NASDAQ:AMD) with a Buy rating and a $600 price target. The note also took a more cautious stance on Qualcomm.
EQUITY | Sep 10, 2026, 06:41 PM UTC
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AMD falls 2.5% to $508.10 after AI prize projection
AMD fell about 2.5% to $508.10 on Thursday, reversing part of the prior session’s surge. CFO Jean Hu projected AI could expand the company’s addressable market to roughly…
EQUITY | Sep 10, 2026, 06:31 PM UTC
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Piper Sandler starts AMD with Overweight rating and $600 target
Piper Sandler began coverage on Advanced Micro Devices Inc. (AMD) with an Overweight rating and a $600 price target. The note referenced AMD as a rival to Nvidia and Intel in CPUs and AI accelerators.
EQUITY | Sep 10, 2026, 03:11 PM UTC
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AMD initiated at Overweight by Piper Sandler
EQUITY | Sep 10, 2026, 02:22 PM UTC
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Piper Sandler says AI is causing 'insatiable demand' for compute capacity. These two stocks will benefit most
The rise of agentic artificial intelligence is making compute even more in demand than it was before. Piper Sandler thinks two major players are set to be winners amid the crunch.The investment firm initiated coverage on
EQUITY | Sep 10, 2026, 12:43 PM UTC
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Ayar Labs extends funding round with $150 million
Ayar Labs said it raised an additional $150 million. The fresh capital extends its $500 million Series E round announced in March.
EQUITY | Sep 10, 2026, 11:00 AM UTC
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Piper starts NVIDIA, AMD and ARM with 'overweight'
Analyst recommendations reported by dpa-AFX International ProFeed for 10.09.2026 morning included Piper initiating coverage of NVIDIA, AMD and ARM with an 'overweight' rating.
EQUITY | Sep 10, 2026, 09:18 AM UTC
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AMD-backed AI startup Upstage considers pre-IPO funding amid rising AI capital needs
South Korean AI startup Upstage is considering a pre-IPO funding round as it prepares for a potential stock-market listing, according to a Bloomberg report.“We are reviewing several capital market options, including an I
EQUITY | Sep 10, 2026, 07:21 AM UTC
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Defiance files hourly-reset 2X ETFs on Nvidia, Meta, Microsoft
Defiance ETFs has filed plans for 16 proposed hourly-reset 2X single-stock ETFs targeting Nvidia, Meta Platforms, Microsoft, Palantir, Tesla, AMD, Micron, Marvell and other names, according to Bloomberg.
EQUITY | Sep 09, 2026, 04:35 PM UTC
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AMD shares rise after CFO says addressable market could reach $2 trillion
AMD rose as CFO Jean Hu said the company’s total addressable market could reach about $2 trillion in 2030. Stock advanced 6.7% to $509.84.
EQUITY | Sep 09, 2026, 03:36 PM UTC
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BofA flags broadest chip ownership; Micron and AMD upticks
Bank of America said Nvidia (NVDA) and Broadcom (AVGO) have the “broadest” ownership among active U.S. fund managers. It noted significant upticks for Micron (MU) and AMD.
EQUITY | Sep 09, 2026, 12:21 PM UTC
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Intel slips overnight as AMD reaffirms TSMC links, keeps supplier options open
Intel shares slipped 0.4% overnight heading into Wednesday. AMD backed Taiwan Semiconductor Manufacturing Co. ties when asked about Intel Foundry, while keeping alternative suppliers in play.
GEOPOLITICS | Sep 09, 2026, 03:45 AM UTC
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AMD: Major copper, iron ore, and bauxite projects advance with new drilling, permits, and strategic partnerships
Key projects in Western Australia and Guinea are advancing, with drilling at Yarraloola and a major resource at Niagara Bauxite. Strategic partnerships, new permits, and proximity to infrastructure support rapid developm
COMMODITIES | Sep 08, 2026, 11:29 PM UTC
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AMD shares jump after AI outlook and data-center expectations raised
Advanced Micro Devices (AMD) shares rose more than 5% Tuesday after the chipmaker outlined a larger artificial intelligence opportunity and raised expectations for its data-center business at the Citi 2026 Global TMT Con
EQUITY | Sep 08, 2026, 09:26 PM UTC
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AMD jumps after guidance points to 2027 data center revenue near $70B
Advanced Micro Devices rose 6.35% intraday after management told Citi’s Global TMT Conference that its data center business should double in 2027 to around $70 billion.
EARNINGS | Sep 08, 2026, 09:16 PM UTC
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AMD rises about 6.7% after Amazon AI-chip collaboration talks
Qualcomm said Amazon could purchase up to $60 billion of AI data-center products via a long-term collaboration. AMD rallied approximately 6.7% to $509.635 Tuesday, per TradingView News.
EQUITY | Sep 08, 2026, 09:16 PM UTC
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AMD shares jump after bullish AI outlook at Citi conference
AMD stock rose more than 6% Tuesday after the chipmaker outlined a bullish AI outlook at Citi's 2026 Global TMT Conference. Investors focused on near-term targets and AMD's $2 trillion AI opportunity estimate for 2030.
EQUITY | Sep 08, 2026, 08:56 PM UTC
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AMD shares jump about 6% on $3 trillion AI-infra outlook
AMD shares advanced about 6% after its CFO projected the overall AI infrastructure market could reach as much as $3 trillion by the end of the decade at the Citi Global TMT Conference.
EQUITY | Sep 08, 2026, 07:58 PM UTC
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AMD shares rise after CFO says TAM could hit $3 trillion by 2030
Advanced Micro Devices shares rose Tuesday after CFO Jean Hu said the company’s total addressable market could reach between $2 trillion and $3 trillion in 2030. Stock advanced 6.7% to $509.84.
EQUITY | Sep 08, 2026, 05:51 PM UTC
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AMD shares jump after CFO flags $3 trillion TAM by 2030
AMD shares rose after the company said its total addressable market could reach $3 trillion by 2030. The stock advanced 6% to $508.08, following a statement from the CFO.
EQUITY | Sep 08, 2026, 04:59 PM UTC
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AMD bullish outlook cites AI-driven demand and data center revenue growth
AI-driven demand is accelerating, with inferencing leading compute needs. The outlook points to major product ramps, multi-generational customer partnerships, and supply chain investments, targeting a doubling of data ce
EARNINGS | Sep 08, 2026, 02:46 PM UTC
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AMD shares rise on new 2027 AI workstation push
AMD shares climbed 2% in Asian markets after the chipmaker introduced a new workstation aimed at running very large AI models without relying entirely on cloud infrastructure. The Threadripper Halo Station targets 96-cor
EQUITY | Sep 07, 2026, 09:36 PM UTC
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AMD pairs MI355X chips and ROCm software with Humain for AI rollout
Advanced Micro Devices says it is pushing AI at scale by pairing MI355X chips and ROCm software with partner Humain for deployment across hyperscale data centers and networks.
EQUITY | Sep 07, 2026, 11:22 AM UTC
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Gimlet Labs valued at $3 billion in latest funding round
Gimlet Labs, a research lab building AI infrastructure, said on Friday it raised $300 million in a funding round that valued the company at $3 billion, as investors continue to back companies building the infrastructure
EQUITY | Sep 04, 2026, 04:56 PM UTC
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AMD: Personal AI is redefining computing, enabling local, secure, and scalable intelligence for everyone
AI is transforming computing from a tool to a personal partner, with new hardware enabling large models to run locally and securely. Partnerships with Microsoft and SUSE are driving open, scalable ecosystems, while perso
EQUITY | Sep 04, 2026, 11:20 AM UTC
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TSMC ramps equipment spending and factory buildout for AI demand
Taiwan Semiconductor said it is sharply increasing equipment purchases and building about 20 factories as AI demand and data-center growth push capacity needs higher.
EARNINGS | Sep 04, 2026, 11:08 AM UTC
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AMD: Personal AI is becoming local, private, and powerful, redefining what users and organizations can achieve
The event outlined a transformative vision for personal AI, emphasizing local, private, and context-aware intelligence running on advanced hardware. Partnerships with Microsoft and SUSE enable seamless scaling, developer
EQUITY | Sep 04, 2026, 10:23 AM UTC
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Nvidia to buy Hugging Face for nearly $13 billion in big bet on open AI models
Nvidia NASDAQ:NVDA will buy popular developer platform Hugging Face for $12.93 billion, betting that support for open AI models will drive future demand even as its biggest customers develop their own chips to reduce rel
EQUITY | Sep 03, 2026, 12:07 PM UTC
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Financiers are set to turn Nvidia into an AI baron
By Karen KwokNvidia NASDAQ:NVDA and artificial intelligence are practically synonymous: wherever a new chatbot-powering data center springs up, the chipmaker’s silicon is usually found. Making up 60% of the cost of an AI
EQUITY | Sep 03, 2026, 12:00 PM UTC
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Nscale pitches $103B contracted revenue ahead of potential IPO
The Information says Nscale is telling investors it has about $103 billion of total contracted revenue after securing a $45 billion computing deal with Anthropic, with an IPO potentially as soon as this month.
EQUITY | Sep 02, 2026, 09:49 PM UTC
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Ark Invest sells Tempus AI and trims AMD holdings
Cathie Wood-led Ark Invest sold 250,062 Tempus AI shares through ARKK and trimmed AMD via ARKQ and ARKX on Tuesday.
EQUITY | Sep 02, 2026, 02:34 AM UTC
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Intel and AMD slip as US stocks open September weaker
Intel and AMD fell Tuesday as US equities started September on a weaker note. The S&P 500 declined 0.4% and the Nasdaq Composite fell 0.8%, with AMD down 2.4%.
EQUITY | Sep 01, 2026, 04:17 PM UTC
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Wall St futures kick off September under pressure as yields, oil prices rise
By Niket Nishant and Utkarsh HathiU.S. stock index futures slipped on Tuesday, extending a weak run as elevated bond yields and higher oil prices kept investors at bay at the start of a historically weak month for equiti
CENTRAL_BANK | Sep 01, 2026, 09:18 AM UTC
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Ted Cruz Warns Beijing Is Using Bot Farms to Turn Americans Against Data Centers: 'China Wants to Control Us'
Sen. Ted Cruz (R-Texas) warned that China is allegedly using a massive network of online bot farms to manipulate Americans into opposing U.S. data centers and weaken the country’s position in artificial intelligence. Cru
MACRO | Sep 01, 2026, 09:13 AM UTC
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Cathie Wood sells $74M of AMD after earnings
Cathie Wood dumped $74 million of AMD stock following explosive earnings.
EARNINGS | Sep 01, 2026, 02:46 AM UTC
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Cathie Wood Drops $124 Million on AI Stocks, Dumps AMD
Cathie Wood Drops $124 Million on AI Stocks, Dumps AMD
EQUITY | Sep 01, 2026, 01:46 AM UTC