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Trading Day: A 'melt up' time out (except gold)
Yahoo Finance· 2025-10-08 05:04
Sovereign debt markets around the world are under heavy pressure, particularly the long end of the curve, where yields have recently shot up to historic highs in many countries. And in the case of Japan, record highs.There's nothing magical about the $3 trillion figure, and it is probably well above the unknowable level where officials reckon reserves are still "ample". But it brings into focus Fed QT and the question of how low can reserves go without sparking liquidity concerns. Fed Governor Christopher W ...
Wall Street analysts explain how AMD’s own stock will pay for OpenAI’s billions in chip purchases
Yahoo Finance· 2025-10-08 05:00
After AMD and OpenAI announced an expanded partnership on Monday, the chatter immediately turned to the unusual way OpenAI would pay for its AMD purchases. It will use AMD’s own stock to do so. To recap: OpenAI has agreed to help AMD refine its line of Nvidia competitor chips, the Instinct GPUs, as well as to purchase and deploy 6 gigawatts of compute capacity from AMD over multiple years. AMD said this deal is worth billions in revenue. But OpenAI isn’t paying for this out of its own revenues. Instead ...
Wall Street analysts explain how AMD's own stock will pay for OpenAI's billions in chip purchases
TechCrunch· 2025-10-08 05:00
After AMD and OpenAI announced an expanded partnership on Monday, the chatter immediately turned to the unusual way OpenAI would pay for its AMD purchases. It will use AMD’s own stock to do so. To recap: OpenAI has agreed to help AMD refine its line of Nvidia competitor chips, the Instinct GPUs, as well as to purchase and deploy 6 gigawatts of compute capacity from AMD over multiple years. AMD said this deal is worth billions in revenue. But OpenAI isn’t paying for this out of its own revenues. Instead AM ...
Jim Cramer on Nvidia: CEO Jensen Huang has a view 20 years ahead, not two quarters ahead
Youtube· 2025-10-08 04:59
Well, Morgan, time for a little history lesson. September 30th, 2009. That is the date when Jim Kramer first recommended Nvidia on Mad Money in 2010, the year I started at this network. CEO Jensen Hang had his first interview on that show. And June 20th, 2017, that is when Jim Kramer was all in on Nvidia stock, even naming his dog Nvidia. Nvidia stock now up more than 4600% since then. So if you had invested a little more than $20,000 that day, you'd have a million dollars from just that. Now Nvidia has mea ...
Navitas Semiconductor to Report Q3 2025 Financial Results on Monday, November 3rd, 2025
Globenewswire· 2025-10-08 04:38
公司财务信息 - 公司将于2025年11月3日美股市场收盘后公布2025年第三季度财务业绩 [1] - 管理层将于太平洋时间当日下午2点(美国东部时间下午5点)举行电话会议和网络直播,介绍业绩并回答分析师提问 [1] 公司业务与技术 - 公司是下一代功率半导体领域的领导者,专注于氮化镓(GaN)和IC集成器件以及高压碳化硅(SiC)技术 [3] - 公司技术驱动人工智能和数据中心、能源和电网基础设施、高性能计算以及工业应用等领域的创新 [3] - GaNFast™功率IC集成了GaN功率、驱动、控制、传感和保护功能,可实现更快的充电速度、更高的系统密度和更高的效率 [3] - GeneSiC™高压SiC器件利用专利技术,为中型电压电网和基础设施应用提供行业领先的电压能力、效率和可靠性 [3] - 公司在宽禁带技术领域拥有超过30年的综合专业经验 [3] - 公司拥有超过300项已授权或申请中的专利,并且是全球首家获得碳中和认证的半导体公司 [3]
Tesla unveils cheaper EVs, 'little bubbles' starting to form in AI
Youtube· 2025-10-08 04:37
Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks in the red Tuesday following from the latest record setting run.AI and tech optimism still persist. Going to be digging into that a whole lot more. But right now, there was just an hour ago until the closing belt.Stocks are lower. Let's take a look at the popular averages. The Dow was down about 136 points.Your broad gauge, the S&P 500 down about 4/10en of a percent. Tech, the NASDAQ down about 6/10%. Let's welcom ...
Stocks Settle Lower on Weakness in Chipmakers
Yahoo Finance· 2025-10-08 04:36
The shutdown of the US government is now into its second week, weighing on market sentiment and delaying key economic reports. The government shutdown means delays in the release of government reports, including Tuesday's international trade data for August and last Friday's monthly payroll report. A prolonged shutdown could also delay the government's inflation data, scheduled for release on October 15. The White House has warned that if the government shutdown lingered, it would trigger widespread dismiss ...
Buy the Surge in AMD Stock After Striking Partnership with OpenAI?
ZACKS· 2025-10-08 04:31
Joining Broadcom (AVGO) and Nvidia (NVDA) , AMD (AMD) is the latest major chip supplier to strike a multibillion-dollar deal with artificial intelligence pioneer OpenAI.Spiking as much as +7% in today’s trading session, AMD stock has soared over +30% since announcing a strategic partnership with the ChatGPT creator on Monday. Seen as a bold move, OpenAI secured more long-term compute capacity while giving AMD a massive boost in credibility and market share.On the heels of hitting a new 52-week high of $22 ...
Lisa Su Isn't Worried About AI Hype Fears, Says Big Bet With OpenAI Could Pay Off 'Tens Of Billions Of Dollars' — AMD Stock Spikes 1.5% After Hours
Yahoo Finance· 2025-10-08 04:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) extended their momentum in after-hours trading on Monday, rising 1.53% following a nearly 24% surge during the regular session. AMD CEO Lisa Su Dismisses AI Hype Concerns On Monday, AMD CEO Lisa Su said the AI boom is just beginning, dismissing concerns that the current investment surge is overblown. "I would say that's probably thinking too small. You h ...
Vishay Intertechnology to Announce Third Quarter Results on Wednesday, November 5
Globenewswire· 2025-10-08 04:10
MALVERN, Pa., Oct. 07, 2025 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc., (NYSE: VSH), will release its results for the fiscal third quarter ended September 27, 2025, before the New York Stock Exchange opens on Wednesday, November 5, 2025. A conference call to discuss Vishay’s third quarter financial results is scheduled for Wednesday, November 5, 2025 at 9:00 a.m. ET. To participate in the live conference call, please pre-register at https://register.vevent.com/register/BI273cd003b1924d1d8b000945bd9f4a ...