On Oct. 9, 2025, BDF-GESTION disclosed it sold 39,327 shares of Advanced Micro Devices (AMD -7.78%) in Q3 2025, an estimated $6.35 million transaction.What happenedBDF-Gestion disclosed in a U.S. Securities and Exchange Commission (SEC filing) dated Oct. 9, 2025, that it sold 39,327 shares of Advanced Micro Devices in Q3 2025. The trade’s estimated value, based on the average closing price for the period, was approximately $6.35 million. As of Sept. 30, 2025, the fund reported holding 32,997 shares worth $5 ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Wednesday, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang weighed in on Advanced Micro Devices, Inc.'s (NASDAQ:AMD) partnership with OpenAI, calling the move "imaginative" but "surprising." Huang Says AMD's 10% Stake Giveaway To OpenAI Was ‘Surprising' Speaking on CNBC's Squawk Box, Huang was asked about AMD's newly announced deal with OpenAI, which includes a warrant granting the ChatGPT-maker up to 160 m ...

Standing in the shadow of a giant, even the tall are often overlooked. That’s been AMD’s  (AMD)  story as Nvidia’s  (NVDA)  dominance keeps the spotlight, even as AMD pushes deeper into AI chips and data centers. On Oct. 6, The Wall Street Journal reported that AMD and OpenAI had entered into a multibillion-dollar partnership under which AMD’s chips will power OpenAI’s AI infrastructure and data centers. AMD has issued warrants for up to 160 million shares as part of the agreement, with vesting milestone ...

Core Viewpoint - HSBC has downgraded Intel from 'Hold' to 'Reduce', raising the price target to $24 from $21.25, amid concerns over the sustainability of its recent stock surge driven by significant investments [1][3] Group 1: Stock Performance - Intel's stock has increased by 55% since August and is up nearly 85% year-to-date, trading at $37.05 at the time of reporting [1][3] - The recent stock appreciation may be considered overdone, prompting caution among investors regarding Intel's growth sustainability without operational improvements [4] Group 2: Investment Inflows - The U.S. government converted $11.1 billion in CHIPS Act grants into a 9.9% equity stake in Intel, purchasing 433.3 million shares at $20.47 each [5] - Nvidia announced a $5 billion investment in Intel, acquiring approximately 4% of the company by purchasing shares at $23.28 each [6] Group 3: Strategic Partnerships - The partnership between Nvidia and Intel aims to develop custom data center and personal computing products, integrating Nvidia's GPUs with Intel's CPUs to enhance AI and computing capabilities [7]

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. Intel Corp (NASDAQ:INTC) is one of the stocks analysts were recently talking about. Thomas Hayes from Great Hill Capital said in a recent program on Schwab Network that he likes Intel because he believes the US government having a stake in the company will boost the chipmaker’s sales globally. He also believes Nvidia needs Intel. The analyst believes Intel could be a multibagger stock.   “You think President Trump is selling B ...

Group 1: Palantir Technologies - Palantir Technologies has seen a remarkable stock rally, becoming the 22nd largest company globally with a market cap of just under $426 billion [1] - The stock has jumped over 945% since the beginning of 2024, but its growth may not be solid enough to justify the high valuation [2] - In Q2 2025, Palantir's revenue increased by 48% year over year, but its price-to-sales ratio of 132 is considered too high compared to faster-growing companies [3] Group 2: Advanced Micro Devices (AMD) - AMD has a market cap of $260 billion, which is approximately 64% lower than Palantir's, but its price-to-sales ratio is significantly lower at just 9 [6] - AMD reported a 32% increase in revenue in Q2 2025, reaching $7.7 billion, with its client and gaming segment growing by 69% year over year [7] - The AI-capable PC market is expected to grow by 4.5 times by 2030, and AMD holds a 24% market share in the PC CPU market, having increased by 2.8 percentage points from the previous year [8][9] - The upcoming launch of next-generation gaming consoles in 2028 is expected to further boost AMD's revenue, as the company has historically designed custom chips for major console manufacturers [9][10] - AMD's data center business now accounts for 41% of its revenue, which increased by 14% year over year in Q2, and the company is positioned to benefit from the adoption of server CPUs and GPUs in AI data centers [11] - AMD's revenue is projected to grow at double-digit rates, potentially reaching almost $72 billion by 2030, which could lead to a market cap of $662 billion based on the technology sector's average sales multiple [13][15][16]

Many artificial intelligence (AI) stocks are trading at historically high valuations, leaving few bargain opportunities in the market.When investors think about artificial intelligence (AI) stocks, Intel (INTC 6.25%) is not the first name that typically comes to mind. The spotlight often shines on companies like Nvidia, Advanced Micro Devices, and Palantir Technologies.Yet Intel trades at a price-to-sales (P/S) ratio of just 2.4 -- on the lower end of its 10-year range. In an era rife with expensive valuati ...

Group 1: AI Companies and Market Trends - Investors are increasingly investing in AI companies, with valuations of the "Magnificent Seven" private market companies reaching $1.2 trillion, nearly doubling over the past year [2][3] - The combined value of these AI companies has quadrupled from $264 billion since late 2022, highlighting AI's significant impact on private market performance [3] Group 2: Stock Recommendations and Hedge Fund Sentiment - Agnico Eagle Mines Ltd (NYSE:AEM) is highlighted as a top gold stock, with a year-to-date increase of over 100% and an average dividend increase of 25% per year over the past five years [6][8] - Axon Enterprise Inc (NASDAQ:AXON) is recommended as a strong non-tech stock, with a growth rate of approximately 30% and a significant market presence in public safety products [9] - American Express Co (NYSE:AXP) is noted for its strong performance, with revenues up 8% at constant currency and a focus on capturing younger consumers, who now account for 35% of total US consumer spending [10] - Oracle Corp (NYSE:ORCL) is positioned well in the enterprise software market, expecting at least 16% revenue growth in its 2026 fiscal year, driven by cloud growth exceeding 40% [12][14] - Advanced Micro Devices Inc (NASDAQ:AMD) is expected to gain market share in AI applications by 2027, with significant revenue and profit growth anticipated [17] Group 3: Company-Specific Challenges - Tesla Inc (NASDAQ:TSLA) faces declining global sales, with a 14% year-over-year drop in the second quarter, and a decrease in market share in California from 60.1% in 2023 to 52.5% in 2024 [18][19]

Nvidia (NVDA) stock jumped roughly 4% on Monday as the chipmaker announced it will invest up to $100 billion in OpenAI as part of a new partnership. Nvidia said in its announcement that the partnership will allow OpenAI to deploy "at least 10 gigawatts" of compute capacity from the chipmaker's AI systems to train and run the ChatGPT maker's next generation of artificial intelligence models. The first phase of that compute capacity utilizing Nvidia's upcoming Vera Rubin platform is set to come online in th ...

Intel (INTC), which seemed like dead money just a few months back, has had a reversal of fortunes. Over the last month, SoftBank (SFTBY), the U.S. government, and Nvidia (NVDA) have announced billions of dollars in investment in the once-iconic chip giant. Think of it this way, one of the world’s largest investment funds, the country with the largest GDP, and the biggest company on the planet have all taken a stake in Intel. In this article, we’ll examine what’s driving this investment frenzy in Intel and ...