The AI neocloud rallied as today's OpenAI-AMD deal encouraged investors over insatiable AI computing demand.Shares of Iren Limited (IREN 14.84%) rallied 11.2% on Monday, as of 12:23 p.m. ET.Iren is one of several former Bitcoin miners with established GPU-filled data centers currently converting its data center fleet to become an artificial intelligence (AI) neocloud.Today, another massive deal between OpenAI and the semiconductor ecosystem increased everyone's estimates for the computing demand over the ne ...

In this announcement, the companies unveiled plans to create next-generation cores that minimize insertion loss and provide the highest performance options for data centers and large-scale customers of high-performance computing applications. The idea is to create a platform that is among the most powerful, with the largest bandwidth, in this sector. The companies are also looking to develop “a vertically-coupled detachable fiber-to-PIC (photonic integrated circuit) solution,” which could lead to further PI ...

Deep-pocketed investors have adopted a bullish approach towards Marvell Tech (NASDAQ:MRVL), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in MRVL usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 118 extraordinary options activities for Mar ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: The S & P 500 is on track for its seventh straight positive session, extending its run to record highs to kick off the new trading week. The tech-heavy Nasdaq also is higher, while the Dow Jones Industrial Average was slightly negative. The AI trade is leading Monday's gains following news that OpenAI and AMD have entered into a ...

Advanced Micro Devices, Inc. ( AMD ) is a stock I've covered a few times. Each time, I've been hesitant, if only because the multiple seemed too high to give a good, long-term return. A big announcement about a dealI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s D ...

Advanced Micro Devices, Inc. ( AMD ) is a stock I've covered a few times. Each time, I've been hesitant, if only because the multiple seemed too high to give a good, long-term return. A big announcement about a dealI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s D ...

Wolfspeed (WOLF), a leader in silicon carbide chips for EVs and industrial power, officially exited Chapter 11 in late September 2025. Through the restructuring, Wolfspeed slashed roughly 70% of its debt and cut interest expenses by about 60%. The company simultaneously moved its incorporation from North Carolina to Delaware and installed five new board members (including chair Anthony Abate) to replace the prior directors. CEO Robert Feurle declared this the start of a “new era,” with much-improved financ ...

Legendary investor Peter Lynch built a reputation for routinely beating the market while overseeing Fidelity Magellan Fund in the 1980s. Decades later, he has some advice for the next generation of investors.The artificial intelligence boom has dominated the market for the past three years, but Lynch, who averaged a 29.2% annual return in his 13 years at the helm of Magellan until 1990, has been happy to watch from the sidelines."I have zero AI stocks," Lynch said on "The Compound and Friends" podcast with ...

AMD struck its biggest AI deal yet Monday morning, securing a 6 gigawatt GPU contract with OpenAI. The partnership gives OpenAI the option to acquire up to 160 million AMD shares—roughly 10% of the company—while AMD commits to delivering its next-generation Instinct MI450 chips starting in late 2026. The deal comes just two weeks after Nvidia announced its own $100 billion partnership with OpenAI for 10 gigawatts of compute capacity. OpenAI's dual-supplier strategy reflects a calculated hedge: The ChatGPT ...

November marks the third anniversary of OpenAI’s ChatGPT release. ChatGPT ushered in a new consumer-driven era for generative artificial intelligence and was an immediate hit, gathering 100 million users in its first month. Fast forward to late 2025, and the ChatGPT large language model is attracting 800 million weekly users , most of whom use the platform to answer queries, write emails, and help with software coding, among other benefits. With ChatGPT as its cornerstone, OpenAI has become an industry l ...