Company
AMD
- Episodes
- 29
- Share
- 2.8%
- Shows
- 29
- Net sentiment
- +0.54
Up from 2.3% of episodes in the weeks before; net sentiment was +0.73.
Bullish 15Mixed 7Neutral 5Bearish 2
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on AMD. Longest episodes first.
Bullish 15
- Acquiring World Labs to expand into world models and AI model development.Instinct’s $10B | The Pope & Jensen Huang | ElevenLabs CEO In Person | Top 100 TV Shows · etn. · Sep 29
- Acquiring World Labs extends its AI stack into physical AI and robotics.OpenAI DevDay | Sam Altman, Alexander Embiricos, Andrew Ambrosino, Peter Steinberger, Tibo Sottiaux, Kath Korevec, Casey Neistat · TBPN · Sep 29
- Acquiring World Labs strengthens its push into world models to compete with Nvidia.The Proactive AI Agent Race is On · AI Inside · Oct 1
- Buying World Labs for $8.2B in stock to stay relevant versus Nvidia amid a strong share run.20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 1
- Bought World Labs for $8.2B in stock, with shares up strongly this year.20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover · 20VC · Oct 1
- Acquiring World Labs in an all-stock deal to compete more directly with Nvidia.What Does AMD Want With Dr. Fei Fei Li and World Labs? · The Daily AI Show · Sep 29
Show 9 moreShow fewer
- Crossed a trillion-dollar valuation with strong momentum, though hosts flag rich valuation and execution risk.Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally · The Six Five with Patrick Moorhead and Daniel Newman · Sep 28
- Acquisition of World Labs adds model-hardware feedback that could strengthen future accelerators.Payrolls Rose 29,000. Micron Guided $61.5B. AMD Bought World Labs. | Ep 59 · Futurum Equities Podcast · Oct 2
- Mentioned as making a new high in the same tech rally.Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26 · Power Lunch · Oct 2
- Share price tripled this year and it became a trillion-dollar company, rivaling Nvidia.The Weekly: Women do the work, but men have the power · The Curve · Oct 4
- Acquiring World Labs to build physical AI capability and close the software gap with Nvidia.Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5 · The Information's TITV · Sep 29
- Recovered from near-bankruptcy to a $1 trillion market cap through Zen, Ryzen and AI push.How Lisa Su Turned a Dying AMD Into a $1 Trillion Giant | China Insights · China Insights · Oct 1
- World Labs acquisition positions it to challenge Nvidia in spatial AI compute.[AI DAILY NEWS RUNDOWN] OpenAI B Valuation & GPT-6 Astra, FTC Strict Agent Liability, AMD .2B World Labs, & Google EU Appeal (Sept 30, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 30
- Rising competitor to Nvidia as AI code becomes portable across chips.Jensen Huang's Moat Is Dead. But He Has A Plan · Marketing School - Digital Marketing and Online Marketing Tips · Sep 29
- Secured a 2GW infrastructure deal with Anthropic, signaling strong demand.The Rise of Autonomous Digital Workers · Chat GPT Podcast · Oct 4
Bearish 2
- Helios rack faces scaling delays and its CPU performance claims lack verifiable benchmarks.Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · Monetary Matters with Jack Farley · Sep 30
- Working driver was not released publicly in time for Witcher 3 launch.Witcher 3 Remastered, Gears E-Day, Ray Tracing Weirdness, Nvidia Upset EVGA · The Hardware Unboxed Podcast · Oct 2
Mixed 7
- Strong run and rich valuation, though future CPU demand could justify it.Meta Makes A COMEBACK, Bond Yields SURGE Higher, Does The Market CARE? | Basis Points · Basis Points · Sep 28
- Competitive GPUs now, though Nvidia still has broader software support.E24 Practical Local LLMs: Hardware, Tools, and Trade-offs · Embedded AI Podcast · Oct 2
- Strong growth and margins, but a distant second to Nvidia and expensive on valuation.Episode 104 | Can AMD Gain Ground on Nvidia? · Market News with Rodney Lake · Oct 1
- Named in tariff scope and reports CPU shortages, though demand for its chips remains strong.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
- Its guidance on the $8.2 billion WorldLabs integration is a key watch item.AI Daily Briefing — Sunday, October 4, 2026 · My Daily AI & Markets Briefing · Oct 4
- Named as a competitor to Nvidia in AI chips.Morgan Stanley Backs NVDA as Top Pick, Crude Oil & Yields Cool · Schwab Network · Oct 2
Neutral 5
- Acquired World Labs for $8.2B in stock; strategic logic debated.Can We Still Build AI Safely? The White House Thinks So | MOONSHOTS #298 · Moonshots with Peter Diamandis · Oct 2
- Acquires World Labs for about $8.2 billion and hires Fei-Fei Li as chief scientist.ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more · ThursdAI - The top AI news from the past week · Oct 2
- Mentioned as a supplier hyperscalers buy alongside custom chips.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors: Artificial Intelligence | Technology | Startups · Oct 2
- Mentioned as a supplier hyperscalers buy from to diversify supply and gain pricing leverage.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors · Oct 2
- Stock fell over 3.5 percent with heavy call selling near the 610 strike.The Hot Options Report: 09-28-2026 · The Options Insider Radio Network · Sep 29
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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