Advanced Micro Devices, Inc.

Advanced Micro Devices, a manufacturer of AI chips, gaming video cards and PC processors, has given a revenue forecast for the current quarter, which did not suit all investors, Bloomberg<a href="https://www.bloomberg.com/news/articles/2025-11-04/amd-s-outlook-fails-to-wow-investors-after-ai-fueled-stock-rally"> reports</a>. The company said that revenue in the fourth quarter will be about $9.6 billion. The average estimate of analysts was $9.2 billion, but some forecasts reached $9.9 billion, the agency notes.

AMD's revenue and earnings beat Wall Street's expectations. Why did the stock fall then?

Palantir Technologies Inc.

Super Micro Computer, Inc.

The US government shutdown is now in its second month and is about to become the longest in history. However, Wall Street does not seem to care: all three major U.S. stock indices reached highs last week. Quotes were supported by the US Federal Reserve rate cut, the de-escalation of trade tensions after the meeting between President Donald Trump and his Chinese counterpart Xi Jinping, as well as the still high interest in stocks related to artificial intelligence, <a href="https://www.barrons.com/articles/palantir-amd-pfizer-robinhood-mcdonalds-stocks-dfd8631b?mod=RTA#:~:text=That%20is%20because,Jinping%20on%20Thursday.">writes</a> Barron's.

Palantir reports, AMD and rare employment data: what to expect for investors this week

QUALCOMM Incorporated

NVIDIA Corporation

Chipmaker Qualcomm <a href="https://www.qualcomm.com/news/releases/2025/10/qualcomm-unveils-ai200-and-ai250-redefining-rack-scale-data-cent">has announced the</a> release of AI chips for data centers based on Hexagon neural processing units (NPUs). Previously, these processors were released by the manufacturer for smartphones. The company plans to launch the AI200 chip in 2026 and the AI250 in 2027. Qualcomm will offer off-the-shelf rack solutions with liquid cooling.

Qualcomm's AI chips will compete with Nvidia and AMD. What does this mean for the market?

International Business Machines Corporation

Micron Technology, Inc.

This is a step towards commercialization of quantum computers

AMD chips will help IBM make a breakthrough, Reuters wrote. Both stocks hit record highs

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.