Astera Labs, Inc.

Advanced Micro Devices, 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

NVIDIA Corporation

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 

The OpenAI and AMD deal sent the chipmaker's stock to a one-year high. What does it change?

In extended trading on October 6, Nvidia's quotes were falling at the moment by more than 2%, but then slightly slowed down to -1.5%. Investors were selling off shares of the leading chip maker amid news of a <a href="https://oninvest.com/article/openai-smozet-polucit-10-v-amd-v-ramkah-sdelki-po-postavke-cipov-akcii-vzleteli">partnership</a> between ChatGPT owner OpenAI and Nvidia's rival AMD. The companies announced a multi-billion dollar agreement to build AI data centers based on AMD processors. Under the terms of the deal, OpenAI will eventually be able to get up to a 10% stake in the chip maker.

Nvidia shares plummet amid OpenAI's deal with AMD. Is this a threat to the leading chipmaker?

Developer ChatGPT plans to purchase 6 GW of chips - that's like all of Singapore's power consumption

OpenAI could get 10% in AMD as part of chip deal. Shares soared

Intel Corporation

Reddit, Inc.

Pfizer Inc.

Taiwan Semiconductor Manufacturing Company Limited

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: investors assess geopolitical risks

Intel is in early-stage talks with AMD in an attempt to add the rival chipmaker to its portfolio of customers for contract manufacturing of processors. This is <a href="https://www.semafor.com/article/10/01/2025/intel-amd-foundry-customer-deal">reported by</a> industry publication Semafor citing sources.

Intel offered rival AMD contract manufacturing at its plants - Semafor

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories

AMD investors have changed their minds to panic over Nvidia and Intel alliance. What risks does it bring?

Oracle Corporation

Palantir Technologies Inc.

Wall Street by the end of the summer began to massively withdraw from deals related to artificial intelligence, <a href="https://www.barrons.com/articles/nvidia-ai-stocks-fall-f1443223?mod=RTA">notes </a>Barron's. In trading on Friday, August 29, almost all major companies benefiting from the AI boom were in the negative.

Shares of almost all AI race beneficiaries have fallen in price. Has Wall Street become disillusioned with AI?

In the past, Truist predicted AMD's near-zero share in the AI chip segment, but that has now changed