Advanced Micro Devices, Inc.

NVIDIA Corporation

It wasn't AMD that made Lisa Su famous. It was Lisa Su who made AMD what we know today.

Lisa Su's Big Bet: How AMD's CEO changed the AI market

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.

Highlights of the week: luxury rises, gold overtakes bitcoin, Walmart and OpenAI deal

Taiwan Semiconductor Manufacturing Company Limited

The largest chip maker's quarterly sales were also the highest on record

TSMC reported record profits and beat forecast thanks to demand for AI chips

Vertiv Holdings Co

The bank conceded that even its most optimistic outlook may not be bullish enough

Deutsche Bank bet on an AI stock that soared 1,600% in three years

ASML Holding N.V.

Walmart Inc.

Bank of America Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: information vacuum, new reports and the Fed's Beige Book

Oracle Corporation

Cloud giant Oracle <a href="https://www.prnewswire.com/news-releases/oracle-and-amd-expand-partnership-to-help-customers-achieve-next-generation-ai-scale-302582957.html">announced </a>on Tuesday, October 14, that it will deploy 50,000 graphics processing units from Advanced Micro Devices (AMD) in the second half of 2026. And the collaboration will expand further from 2027.

Oracle will deploy 50,000 of AMD's AI chips. Its processors are an alternative to Nvidia's

SK hynix Inc.

Samsung Electronics Co., Ltd.

The papers of South Korean SK Hynix and Samsung - two of the largest memory chip manufacturers - set new records at the first trading in South Korea after a week of holidays. Recent large deals in the field of artificial intelligence contributed to the jump in quotations.

Shares of Samsung and Hynix soared to a record after a trading halt. What's the reason?

HSBC Holdings plc

HSBC buys out Hang Seng Bank for $37 billion, strengthening its position in Asia. AMD is surging after a deal with OpenAI, which could get up to 10% of the chipmaker's shares. Nvidia, for its part, has received US authorization to export chips to the UAE. About these and other topics - in our review of key events by the morning of October 9.

Highlights for this morning: HSBC buys out a bank, Nvidia enters UAE, Google defends itself in court

Astera Labs, Inc.

Astera Labs stock has been assigned the highest target price on Wall Street by investment bank analysts

Citi names beneficiary of AMD and OpenAI deal, whose shares could rise 30%

International Business Machines Corporation

Tech company plans to integrate AI startup Anthropic's neural networks into its products

IBM shares hit a record after announcing a partnership with rival OpenAI

Jefferies sees the alliance with OpenAI as a driver for AMD's near-term growth and long-term leadership in the AI chip segment

Jefferies analysts expect AMD to surge 47%. A new leader in the AI market?

This is one of the largest agreements in the AI industry 

#AMD: 43