Pomegra
Technology
MAJOR
23m ago6 min read
Asian Chip Stocks Slide as Nvidia Turmoil Hits Taiex
Asian chip stocks sold off sharply on Nov 12: Taiwan's Taiex fell 2.63% as Nvidia's leadership crisis hit TSMC, while SK Hynix slipped 1.8% and Samsung rose.
Company hub
AMD stock news & analysis
Everything Pomegra has published on AMD: 30 news articles and 30 market briefs, newest first.
Market briefs on AMD
- Nvidia Stock Falls 5.5% on CEO Affair Probe, Lawsuit
Nvidia (NVDA) fell 5.5% to $168.89 and 17.5% in five days as its board probes CEO Jensen Huang's tie to an alleged Chinese spy and a shareholder suit lands.
1d ago
- AMD Stock Jumps 10% After Oppenheimer Upgrade
AMD (AMD) rose as Micron added 5% and ASML 6%, while Oppenheimer cites rising AI data center sales.
3d ago
- S&P 500 Jumps 2% as Dip-Buyers Return After Worst Week
The S&P 500 (^GSPC) added about $1T as the Nasdaq rose 2.6% and oil slid, easing last week's AI selloff.
3d ago
- Chip Stocks Plunge 12% After Democrats' Midterm Wins
Nvidia (NVDA) fell 9% as Democrats' wins in data-center states fueled fears for the AI infrastructure buildout
3d ago
- Semiconductor Index Plunges 12% on AI Regulation Fears
Chip stocks (SOX) led a selloff that cut the Dow by 1,833 points and pushed the Nasdaq into a correction.
3d ago
- Nvidia Stock Falls 3.4% After Hours as Board Opens CEO Probe
Nvidia (NVDA) trades near $180 versus Friday's $186.64 close as its board examines a Chinese spy link.
3d ago
- S&P 500 Rises 0.9% as Chip Stocks Rebound
S&P 500 (^GSPC) rose as the Nasdaq gained 1.6% and the VIX fell, with Nvidia and Micron bouncing back
6d ago
- VIX Jumps 70% to 28.2 as Volatility Funds Cut Stocks
The Cboe Volatility Index (VIX) posted its third-largest one-day rise as the S&P 500 fell 4.4% on AI fears.
6d ago
- Nvidia Stock Falls 7% on Data Center Regulation Fears
Nvidia (NVDA) led chip stocks lower as the semiconductor index dropped about 10% on AI spending doubts.
Nov 5
- AMD Stock Jumps 8% After Q3 Earnings Beat
AMD (AMD) posted record data center sales of $8.55B and guided Q4 revenue to about $17B, above forecasts.
Nov 4
- OpenAI Cuts Funding Target by $10B as AI Spending Worries Grow
OpenAI raised only about $11B so far, adding to AI-spending worries that weighed on Nvidia (NVDA) shares.
Nov 2
- Intel Stock Plunges 28.6% After Q4 Guidance Miss
Intel (INTC) guided Q4 sales to $15–16B and 25 cents a share, well below Wall Street's $17.1B and 43 cents.
Nov 2
- AMD Stock Falls 10.9% Ahead of Earnings in Tech Sell-Off
AMD (AMD) reports Tuesday; Super Micro (SMCI) pre-announced up to $19.5B in sales amid AI demand doubts.
Nov 2
- Intel Stock Rises 3.6% After Classiq Acquisition Report
Intel (INTC) closed at $93.74 as it agreed to buy Classiq and New Street upgraded it before earnings.
Oct 28
- Meta to Raise Up to $95B in Stock Sale to Fund AI
Meta (META) will sell $35B of stock now and up to $60B later, with shares down 1.8% early, to pay for AI.
Oct 26
- Nasdaq Rises 1.1% as Micron, Sandisk, AMD Rebound
Micron (MU), Sandisk (SNDK) and AMD bounced after steep drops as the S&P 500 added 0.4% and the Dow slipped.
Oct 20
- Chip Stocks Fall 11.6% After China Memory Chip Claim
Semiconductor index (SOX) lost $1.64T in six sessions as China's CXMT and Broadcom's CEO rattled AI investors.
Oct 19
- Salesforce Stock Rises 4% as Semiconductors Slide
Salesforce (CRM) and Campbell's gained as the chip fund SMH headed for an eighth straight losing day
Oct 16
- Chip Stocks Fall 4.3% as RBC Downgrades Tech Sector
Nvidia (NVDA) fell 3.2% as RBC joined Deutsche Bank in trimming tech and favoring health care.
Oct 15
- Nvidia Stock Falls 3.2% as Hot Inflation Hits Chip Stocks
Nvidia (NVDA) closed at $221.30 as CEO Jensen Huang said he would cut off customers building unsafe AI.
Oct 15
- Fermi Stock Jumps 19% After AMD Credit Support Deal
Fermi (FRMI) also signed a plan to grow Project Matador by up to 650 MW as AMD backs its $6.5B lease.
Oct 13
- Broadcom Stock Falls 1.9% as CEO Calls AI Boom a Casino
Broadcom (AVGO) closed at $354.73 as Hock Tan's AI 'casino' comment hit chips; South Korea's Kospi fell 5.5%.
Oct 13
- Nvidia Stock Falls 1.3% After Microsoft Unveils Maia 300 Chip
Nvidia (NVDA) slips as Microsoft (MSFT) may deploy over 1 million Maia 300 chips next year to cut reliance.
Oct 12
- Nasdaq Falls 1.25% on OpenAI Revenue Shortfall
Nasdaq Composite (^IXIC) ended at 27,193.34 as Oracle and Intel each lost over 5% on AI revenue worries.
Oct 12
- Oracle Stock Falls 5.5% on OpenAI Revenue Worries
Oracle (ORCL) traded near $135.69 as the Nasdaq 100 lost 1.4% and chip stocks slid on weaker OpenAI revenue.
Oct 8
- Broadcom Stock Falls 4.4% as OpenAI Chip Debt Talks Surface
Broadcom (AVGO) is seeking private loans from Apollo and Blackstone, topping $145B across three AI chip deals.
Oct 8
- S&P 500 Rises to Record 7,818.93 as Treasury Yields Ease
The S&P 500 (SPX) rose 0.58% as the 10-year yield slipped to 5.27%, a day after hitting a 24-year high.
Oct 6
- AMD to Buy Fei-Fei Li's World Labs for $8.2B in Stock
AMD (AMD:NASDAQ) pays 64% above World Labs' February value, with the all-stock deal due to close by year-end.
Oct 2
- Nvidia Stock Rises 1.7% After Record $150B Buyback
Nvidia (NVDA) now has $235B of buyback room through fiscal 2028 as its forward P/E hits its lowest since 2015.
Oct 1
- HPE Stock Rises 4.5% After $1.2B Vultr AI Order
Hewlett Packard Enterprise (HPE) also lifted its networking outlook and Juniper savings goal to $800M.
Sep 30
AMD news
Technology
MAJOR
1h ago6 min read
AMD, Broadcom Rise as AI Stocks Rotate Away From Nvidia
AMD gained about 3% to 4% and Broadcom 5% to 6% on Nov. 12 as investors shifted out of Nvidia after CEO Jensen Huang resigned, and William Blair upgraded AMD to outperform.
Technology
MAJOR
17h ago7 min read
AI Stocks Slide as Data-Center Backlash Sweeps Midterms
AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.
Technology
MAJOR
1d ago4 min read
Nvidia Stock Hits Lowest Since March After Huang Probe
Nvidia (NVDA) shares fell about 4% Monday and 5.5% Tuesday to a low since March as the board probes CEO Jensen Huang and a new shareholder suit lands.
Technology
MAJOR
1d ago5 min read
MSFT Falls 3% as Anthropic Launches Claude Sheets
Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.
Business & Earnings
NOTABLE
2d ago6 min read
Sanmina (SANM) Surges on $15.50-$17.50 FY2027 EPS Outlook
Sanmina stock jumped nearly 20% after the electronics maker guided fiscal 2027 EPS to $15.50-$17.50, as AI rack shipments ramp and Q4 results topped its outlook.
Technology
MAJOR
2d ago7 min read
Coherent Jumps 17% as AI Stocks Rebound, Leading S&P 500
Coherent rose 16.8% and Monolithic Power 16.6% on Nov. 9 as AI stocks rebounded from a sharp selloff, with Teradyne up 12.7% and the S&P 500 up 2.35%.
Technology
MAJOR
2d ago5 min read
Google TPU 8tx and 8i Max Widen Challenge to Nvidia
Google's new TPU 8tx and TPU 8i Max chips, plus a customer base nearing 100 that includes Apple, Meta and Oracle, widen its push against Nvidia in AI hardware.
Technology
MAJOR
2d ago5 min read
Nvidia (NVDA) Falls 4% as Board Probes CEO Huang Affair
Nvidia shares fell 4.3% to $178.67 after its board opened an inquiry into CEO Jensen Huang's ties to a suspected Chinese spy, and a class action followed.
Technology
MAJOR
2d ago4 min read
Broadcom (AVGO) Jumps 9% as Chip Stocks Rebound
Broadcom (AVGO) climbed 8.8% to $319.48 on Nov. 9 as AI stocks rebounded and the Philadelphia semiconductor index logged its best day since late July.
Markets
MAJOR
2d ago5 min read
Dow Jumps 1,104 Points as Oil Slides, AI Rout Pauses
Wall Street posted its best day since April on Monday, with the Dow up 2.2% as Brent crude fell below $93 and chip stocks rebounded.
Technology
NOTABLE
3d ago5 min read
AMD Stock Jumps 8% on Oppenheimer Upgrade to Outperform
AMD shares rose about 8% to near $487 on Monday after Oppenheimer upgraded the chipmaker to Outperform with a $600 target, citing record Q3 results and AI data-center demand.
Markets
MAJOR
3d ago7 min read
Democrats' Midterm Sweep Hits Tesla, Chip Stocks
Democrats' midterm sweep revived fears of tougher AI data center rules, driving a selloff in Tesla, SpaceX, Palantir and chip stocks and a Nasdaq correction.
Markets
MAJOR
3d ago6 min read
AI Stocks Rout: Dow Falls 1,800, Nasdaq in Correction
AI stocks sank Thursday as the Dow lost 1,833 points and the Nasdaq entered a correction, wiping $1 trillion off big tech. Friday's rebound was partial.
Technology
MAJOR
5d ago5 min read
Chip Stocks Rebound: AMD, Lam Research Jump 11% Each
Chip stocks rebounded as the semiconductor index gained about 6% and the Nasdaq 1.9%, with AMD up 11% on earnings and Lam Research up 11% on a buyback.
Technology
MAJOR
6d ago5 min read
AI Stocks Slide as Democrats Seek Data Center Moratorium
Sanders and top Democrats are pressing for a national data center moratorium, and AI stocks fell sharply on Thursday despite a likely Trump veto.
Technology
MAJOR
6d ago6 min read
Tesla (TSLA) Falls 10.8% as Democratic Sweep Hits AI Stocks
Tesla shares fell 10.77% to $343.69 on Nov. 5 as the Democratic midterm sweep and a 5.5% Nasdaq rout hit AI stocks and clouded Musk's SpaceX merger plans.
Technology
MAJOR
6d ago4 min read
Asia Chip Rout Deepens: Kospi Halted, TSMC Falls 10%
Kospi was halted and Taiex opened 9% lower as AI stocks slid, with TSMC, Samsung and SK Hynix off 10-12% after Wall Street's worst chip day since 2020.
Economy
MAJOR
6d ago5 min read
Fed Rate Hike Odds Slip to 66% Ahead of Jobs Report
Fed rate hike odds for December fell to about 66% after the midterms and a 4.4% S&P 500 rout, with October payrolls forecast at 65,000 in today's jobs report.
Markets
MAJOR
6d ago5 min read
Nikkei 225 Bear Market: AI Selloff Hits SoftBank, Rohm
Japan's Nikkei 225 fell as much as 7.1% into a technical bear market below 60,000 as an AI selloff hit SoftBank and Rohm after a sharp Wall Street rout.
Markets
MAJOR
6d ago5 min read
Bitcoin Falls Below $76K as $1.1B in Longs Liquidated
Bitcoin dropped below $76,000 from above $80,000 as a tech rout hit risk assets, with about $1.1 billion of leveraged crypto positions liquidated in 24 hours.
Markets
MAJOR
6d ago6 min read
VIX Jumps 70% to 28: Stock Market Today Rout
The Cboe Volatility Index surged almost 70% to 28.18 on Thursday, its biggest one-day jump in over two years, as an AI-led selloff hit equity markets.
Technology
MAJOR
6d ago6 min read
Palantir, CrowdStrike, Okta Slide as AI Stocks Unwind
Palantir lost about $40 billion in value as CrowdStrike and Okta fell roughly 10% on Nov. 5, when investors sold software's biggest AI winners.
Technology
MAJOR
Nov 56 min read
AI Stocks Lose $930B as Nasdaq Sinks 4% on Regulation Fears
AI stocks shed about $930 billion as the Nasdaq fell up to 5%, erasing post-election gains on fears of tighter AI regulation under Democratic control.
Technology
MAJOR
Nov 46 min read
AMD Q3 2026: Data Center Up 97% Lifts AI Stocks
AMD shares rose about 6% premarket after Q3 2026 revenue of $13.4 billion beat estimates and data center sales jumped 97%, easing AI spending worries.
Markets
MAJOR
Nov 45 min read
Nasdaq QQQ Slides as Democrats Sweep 2026 Midterms
Nasdaq QQQ futures fell as much as 2% and S&P 500 futures 1.3% after Democrats won the House and Senate, lifting AI, data center and fiscal policy risk.
Technology
MAJOR
Nov 35 min read
AMD Q3 2026 Earnings: Guidance Faces Chip Rout Test
AMD (AMD) reports Q3 2026 results after the close Nov. 3 with $1.94 EPS and $13.1B revenue expected, as a chip rout puts its guidance under scrutiny.
Markets
MAJOR
Nov 36 min read
Intel Extends Slide as Nasdaq 100 Enters Correction
Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.
Technology
MAJOR
Nov 25 min read
Meta's $95B Stock Sale Taps Nvidia, AMD, Broadcom
Meta plans to raise up to $95B in equity for AI, with Nvidia, AMD and Broadcom as potential anchor buyers after its first negative free cash flow in a decade.
Markets
NOTABLE
Nov 27 min read
Stock Market Today: Midterms, Apple, Jobs Test Wall St
Wall Street faces midterm elections, Apple and Palantir earnings and a 55K jobs forecast after Nasdaq's worst month since March 2025, with Democrats favored.