GraniteShares 2x Long AMD Daily ETF (NASDAQ:AMDL) is attracting new investor interest as Advanced Micro Devices Inc (NASDAQ:AMD) solidifies its place in the race for AI hardware with a blockbuster deal with OpenAI and potential foundry cooperation with Intel Corp (NASDAQ:INTC).AMDL ETF is up almost 12% today. Track real-time prices here.AMD’s new multi-year agreement with OpenAI can rake in more than $100 billion in revenue over the next four to six years, as the chipmaker is set to provide as much as six g ...

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Nvidia CEO Jensen Wong joining Squawkbox this morning talking up all the investments he's been making lately in AI startups and saying he's looking for even more. For today's tech check, Christina Partzilla is taking a look at Nvidia as the new AI bank, not just the center of the innovation action with chips. Yeah, I'm going to explain the bank analogy, but Nvidia may be the most valuable company in the world, but it's also, to your point, becoming the AI industry's preferred lender.So Bloomberg reported th ...

This wasn’t going to be one of those eventful weeks for economic data anyway. Aside from a delayed Trade Deficit and sure-to-be-postponed Weekly Jobless Claims and Inventories numbers later in the coming days, the federal government shutdown which began last week hasn’t impeded much data so far, at least for this week.Expected later today are the prepared minutes from the Federal Open Market Committee (FOMC) meeting in mid-September. In its policy statement, the Fed agreed to lower the Fed funds rate 25 bas ...

Shares of Advanced Micro Devices (AMD) have rallied over 85% year-to-date. AMD stock got a significant boost from its recently announced strategic partnership with OpenAI. The deal, valued in the billions, is likely to reshape AMD’s technology roadmap, accelerate its revenue trajectory, and boost its earnings potential. Under this agreement, AMD will supply OpenAI with up to six gigawatts of Instinct GPUs, starting in the second half of 2026. The deployment of these next-generation MI450 accelerators will ...

We'll stick with the markets, bring in our next guest who's closely watching the risks around a potential AI bubble, bullish instead on opportunities across Europe and Japan. Joining us now is GMO co-head of asset allocation, Ben Inkler. You think there's a bubble happening in the US market, Ben.Uh, we're certainly seeing lots of evidence of bubble-like behavior in the AI space. We see the kind of circular uh revenue deals. we see a lot of very uh aggressive price behavior.So, I mean, is the whole thing a b ...

Advanced Micro Devices, Inc. (NASDAQ: AMD ) stock jumped more than 20% following the blockbuster news that the company is going to help OpenAI deploying 6 GW of GPUs. This comes after NVIDIA (I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. My articles ...

股市整体表现 - 道琼斯工业平均指数上涨3%，标准普尔500指数上涨0.5%，纳斯达克综合指数领涨0.7%，罗素2000小盘股指数亦上涨0.6% [1][8][9] - 市场开盘走高，主要股指均录得涨幅，但交易员因持续的政府停摆和即将到来的美联储决策而保持谨慎 [8][10][22] - 标普500指数从六个月的熊市中迅速复苏，显示出韧性，科技股仍是乐观情绪的关键驱动力 [18][19] 科技行业与个股动态 - 英伟达将向埃隆·马斯克的人工智能公司xAI投资20亿美元，该资金部分用于xAI为其孟菲斯大型数据中心Colossus 2购买英伟达GPU [2][11] - 英伟达首席执行官黄仁勋指出，过去六个月人工智能计算需求"大幅"增长，并对人工智能融资机会表示兴奋 [2][11] - 特斯拉推出低价版Model Y和Model 3以应对销售放缓，Model Y标准版起价41,630美元，Model 3标准版起价38,630美元 [3] - 甲骨文最新季度在租赁英伟达Blackwell芯片用于其AI云服务方面亏损近1亿美元，其云服务租赁收入约为9亿美元，但毛利率较薄仅为14%，导致其股价下跌超过5% [4] 住房市场数据 - 抵押银行家协会综合指数在截至10月3日的一周下降4.7%，此前一周曾大幅下降12.7% [6][9] - 购房申请指数下降1.2%，再融资申请指数下降7.7%，反映出抵押利率回升至6.43%附近的影响 [6][9][10] 美联储政策与宏观经济 - 美联储9月会议纪要显示内部存在分歧，尽管上月降息25个基点，但对未来降息步伐看法不一 [7][17] - 决策分歧源于好坏参半的经济数据以及对关税带来的通胀风险和劳动力市场疲软的担忧 [7] 其他重要个股异动 - Confluent股价飙升15%，因有报道称该公司正在探索出售事宜 [16] - Joby Aviation股价暴跌11%，此前该公司通过发行3050万股筹集了5.139亿美元资金 [16] - 苹果公司股价上涨3.2%至198.45美元，微软股价上涨2.8%至358.10美元，英伟达股价上涨4.5%至520.25美元 [15] - 波音公司股价下跌2.8%至212.45美元，埃克森美孚股价下跌1.9%至112.60美元 [21]

Stocks have moved mostly higher during trading on Wednesday, largely offsetting the pullback seen in the previous session. The major averages have all moved to the upside, with the tech-heavy Nasdaq leading the way.In recent trading, the major averages have reached new highs for the session. The Nasdaq is up 178.73 points or 0.8 percent at 22,967.10, the S&P 500 is up 35.18 points or 0.5 percent at 6,749.77 and the Dow is up 133.10 points or 0.3 percent at 46,736.08.The strength on Wall Street partly refle ...

An extraordinary milestone was achieved overnight for the price of gold.The spot gold price topped $4,000 an ounce for the first time on record - and futures data suggests no let up in its upwards momentum for the rest of 2025. It was trading at $4,035 early on Wednesday morning.Money latest: 'I want to create the Nike of lingerie'It has risen steadily since Trump 2.0 began in January, when it stood at a level around $2,600. Sky News was quick to report on the early reasons for a spike in the price when hea ...