floor show. Kenny Pari is here. He's chief market strategist at Slate Stone.We Well, Kenny, records galore. I was passing Larry Cuddlo up in in up on the 20th floor and he said, "Lizzy, lot of a lot of uh records here, Lizzy." And and I think it's really fascinating. It really speaks to the fact that investors in the markets don't love trade tensions or tariffs.Right. >> Right. It It's a bonanza.Everywhere you look, everything's in the green. Look at your your screen over there. all those socks in the green ...

Core Insights - The investment in artificial intelligence (AI) and its innovators has been a significant driver of stock market growth in 2025, with companies across various sectors recognizing the value of AI technologies [1] - IBM has made a notable advancement in quantum computing by demonstrating that its error correction algorithm can operate on standard AMD processing chips, which could accelerate the development of quantum computing [2] - The potential of quantum computing to enhance processing power may significantly boost AI innovation, as seen with AI programs utilizing quantum computing transformers for complex problem-solving [4] Company Developments - IBM's research indicates that its quantum computing solutions can address common issues in the field, which could lead to substantial progress for the entire quantum computing sector [2] - The implementation of IBM's quantum computing algorithm is reported to be ten times faster than required, highlighting its significance in the industry [3] Investment Opportunities - The ROBO Global Artificial Intelligence ETF (THNQ) includes IBM among other companies linked to the AI growth narrative, tracking the ROBO Global Artificial Intelligence Index [5] - The THNQ ETF has achieved a return of 19.2% over the last three months, outperforming its category, and has also shown strong performance over one, three, and five-year periods, making it an attractive option for investors seeking AI exposure [6]

Group 1 - Advanced Micro Devices (AMD) share prices have surged due to a transformative deal to supply chips for OpenAI, with a recent increase of 2.72% bringing the current price to $259.81 [1][5] - The upcoming third-quarter earnings report is expected on November 4, and investors are looking ahead to management's projections for 2026 [2][7] - The demand for data center capacity is increasing, benefiting AMD as a top supplier of chips for data centers, with positive investor sentiment surrounding this trend [4] Group 2 - AMD's market capitalization stands at $410 billion, with a 52-week price range of $76.48 to $260.39 [6] - The stock is currently trading at 63 times the 2025 earnings estimates, a significant increase from about 40 prior to the OpenAI news [6] - Consensus estimates suggest that AMD's earnings will accelerate in 2026, bringing the forward price-to-earnings multiple down to a more reasonable 40 [7] Group 3 - AMD's MI450 Instinct GPUs are identified as a major growth catalyst, with potential for the stock to double in the next three years based on an annualized earnings growth estimate of 39% [8] - The attractive growth prospects in the AI chip market position AMD as a solid long-term investment opportunity [8]

What's wonderful about Oak Ridge National Lab is just the incredible breadth of work that we do here. Every day I come into work and it's something new, it's something different. And inevitably, it also ties back to computing.We've had a long and storied history of being a place where major discoveries are made. And supercomputing has been a huge part of that. You see a lot of interesting science advancements.And at the OLCF, with Frontier now as the nation's first exascale supercomputer, you see some wonde ...

Core Insights - AMD and the U.S. Department of Energy (DOE) announced two next-generation supercomputers, Lux AI and Discovery, aimed at enhancing U.S. leadership in artificial intelligence (AI) and high-performance computing (HPC) [2][3] - The combined investment for these systems is projected to be $1 billion, sourced from both private and public funding, to establish a secure AI infrastructure in the U.S. [3][7] Group 1: Supercomputer Details - The Lux AI supercomputer, co-developed with ORNL, Oracle Cloud Infrastructure, and HPE, will be the first dedicated U.S. AI factory for science, set to be deployed in early 2026 [4][9] - Discovery will feature next-gen AMD EPYC CPUs and MI430X GPUs, designed specifically for sovereign AI and scientific computing, and is expected to be operational by 2029 [5][16] - Both supercomputers will support the U.S. AI Action Plan by accelerating AI-enabled science and enhancing national competitiveness [7][10] Group 2: Strategic Partnerships - The collaboration between AMD, DOE, ORNL, HPE, and Oracle emphasizes the importance of public-private partnerships in advancing scientific research and innovation [4][8] - U.S. Secretary of Energy Chris Wright highlighted the need for creative partnerships to maintain leadership in AI and science [6] - The partnership aims to leverage advanced computing technologies to address challenges in energy, medicine, and national security [3][4] Group 3: Expected Outcomes - Lux is designed to enhance the U.S. capacity for scientific AI, facilitating breakthroughs in various fields including energy innovation and national security [10][11] - Discovery aims to deliver higher performance and energy efficiency, driving advancements in critical areas such as advanced materials and manufacturing [14][17] - The integration of AI and HPC through these supercomputers is expected to significantly accelerate the pace of scientific innovation in the U.S. [12][13]

Core Insights - Qualcomm Incorporated has announced its entry into the AI sector, marking a significant shift in the company's narrative [1] Group 1: Company Developments - The announcement of Qualcomm entering the AI market is expected to change the company's growth trajectory and investment appeal [1] Group 2: Market Implications - This strategic move into AI could position Qualcomm favorably against competitors in the technology sector, potentially enhancing its market share and revenue streams [1]

Market Analysis by covering: Intel Corporation, NVIDIA Corporation, S&P 500, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...

Chipmakers and Big Tech led the rally. Qualcomm soared 13% to a new record after unveiling its latest AI-powered Snapdragon chips, directly challenging Nvidia and AMD in the booming AI hardware market. Nvidia rose 2%, Broadcom added 1%, and AMD gained nearly 1.5%, pushing the semiconductor index to new highs. Meanwhile, Tesla jumped 4% on upbeat delivery projections, and Apple climbed 1%, edging closer to a historic $4 trillion market cap. The rally in mega-cap tech fueled broad market strength, reinforcin ...

智通财经APP获悉，周一，美国能源部与超微半导体(AMD.US)达成总额10亿美元的合作协议，将联手 打造两台新一代人工智能驱动的超级计算机，用于攻克从核能、癌症治疗到国家安全在内的大型科学难 题。能源部长Chris Wright与AMD首席执行官苏姿丰向媒体证实了该消息。 第二台超算"Discovery"性能更强，将使用针对高性能计算优化的AMD MI430 AI芯片，由ORNL、慧与 科技与AMD共同设计，目标于2028年交付、2029年投入运营。MI430是AMD MI400系列特别版本，整 合传统超算芯片特性与AI算力能力。Streiffer表示，Discovery将实现"巨大算力跃升"，但规模仍难以预 估。 能源部表示，新机群将由能源部托管，企业负责提供设备与资本开支，双方共享算力资源。这两台基于 AMD芯片的系统只是美方推动公私协作模式的起点，预计未来将有更多与私营企业及全国多家DOE实 验室的类似项目落地。 截至发稿，AMD涨0.54%，慧与科技涨1.89%，甲骨文逆市跌0.13%。 Wright表示，这两台新超算系统将"为核能与聚变能源、国防与国家安全技术以及药物开发注入强劲动 力"。全球科学 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...