one stock. Whatever they say, it's either going. It's either going to rip or go somewhere else.But that's it. >> All right. A new bipartisan report out today from the Council on Foreign Relations.The topic U.S. Economic Security and Strategic Competition in Emerging Technologies. Joining us right now is former commerce secretary in the Biden administration, Gina Raimondo. She co-chairs the task force in charge of that report.And, Secretary, thank you for being with us. Watching Washington these days, it's h ...

Group 1 - Advanced Micro Devices, Inc. (AMD) is recognized for its competition with NVIDIA, with CEO Lisa Su leading the charge in the GPU market [1][2] - AMD's stock experienced a 7.6% increase, reaching a new high, attributed to supply constraints and advancements in quantum computing in collaboration with IBM [2] - The company maintains a focus on traditional PCs while also expanding into AI and GPU markets, showcasing strategic thinking by the CEO [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to AMD, despite AMD's strong performance [2] - AMD designs and manufactures a range of products including processors, graphics cards, and AI accelerators for computing and data center applications [2]

Core Insights - The article highlights the disconnection between market perceptions and reality, particularly in relation to "quantum" concepts, which seem to attract investor interest despite the underlying fundamentals of the companies involved [1]. Company Analysis - Quantum Corporation (NASDAQ: QMCO) is mentioned as a company that is benefiting from the buzz around quantum technology, even though its actual business may not align with the high expectations set by the market [1].