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AMD & OpenAI Deal "What Investors Have Been Looking For," Mind Headwinds Ahead
Youtube·2025-10-07 17:01

It's time now for our 360 rounds. We'll bring in our panel to discuss this AMD and Open AI deal. Joining us today, Logan Gilland, an analyst at Juul Financial, and Brian Kello, the director of technology equity research at Morning Star.Logan, we'll start with you. You know, what are some of your takeaways from this deal. Initial impressions.Yeah, obviously open AI has kind of been the mightest touch lately for some of these companies, whether it's Nvidia or Oracle or now um coming around on this deal with A ...