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

An HSBC analyst set one of the highest Wall Street price targets for Nvidia stock

One of the last Nvidia bears gave up and became a bull. He expects the stock to rise 80%

Microsoft Corporation

Microsoft's Azure cloud platform<a href="https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/"> has launched the</a> first major cluster based on Nvidia GB300 systems, including more than 4,600 Blackwell Ultra GPUs, the company's most advanced AI chips. The new cluster provides 37 terabytes of fast memory and high performance, forming the unified computing environment needed to run reasoning models, agent systems and multimodal generative AI applications. Such systems will reduce the training time of AI models from months to weeks, Microsoft said.

Microsoft and Nvidia launch the world's first production cluster for OpenAI workloads

Securities of chipmaker Nvidia jumped by 3.2% at trading on October 9 - up to $195.3. It became their record for the whole time of circulation on the stock exchange. Since the beginning of the year, the company's market value has increased by almost 45%. For comparison: the main U.S. stock index S&amp;P 500 for the same period added about 14.5%.

Nvidia shares hit record after UAE export licenses are granted

Intel Corporation

Intel stock has been among the top gainers in the S&amp;P 500 index this year

HSBC thinks Intel's rally has gone too far. It expects the stock to fall by a third

ASML Holding N.V.

The Dutch producer's stock posted its biggest intraday decline since July

A U.S. congressional committee accused ASML of promoting China's chip industry. The stock fell

Micron Technology, Inc.

The semiconductor maker's share price has already doubled since the start of the year, but a Morgan Stanley analyst expects the rally to continue  

'Better late than never': Morgan Stanley endorses Micron stock after 120% rally

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

Broadcom Inc.

Investments in OpenAI and ecosystem may become Nvidia's strategic growth driver, experts say

Melius saw Nvidia's investment as a breakout, not a bubble. Will the stock rally continue?

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.

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