Company
AMD
- Episodes
- 21
- Share
- 2.1%
- Shows
- 21
- Net sentiment
- +0.58
Down from 2.5% of episodes in the weeks before; net sentiment was +0.63.
Bullish 14Mixed 2Neutral 2Bearish 3
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on AMD. Longest episodes first.
Bullish 14
- Acquired World Labs for $8 billion to gain software talent needed to compete with Nvidia.Anthropic S1 Leaked, ElevenLabs Hits $22B, Oura Pulls $2.2B IPO & How Midterms Will Impact AI · trading places · Oct 9
- Su credits a turnaround with strong server share gains and AI momentum.Lisa Su: The Personal Mission Driving the Next Era of AI · A Bit Personal with Jodi Shelton · Oct 5
- Analyst has liked the stock and spent much of his time on it, citing AI opportunity.Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · Monetary Matters with Jack Farley · Oct 8
- CPU demand for agents is driving growth, with Lisa Su negotiating supply deals in Taiwan.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- 10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26 · Squawk on the Street · Oct 6
- AI, rates and global growth shape the market outlook 10/6/26 · Morning Call · Oct 6
Show 8 moreShow fewer
- Near record highs, with an expected guidance raise lifting sentiment.3 reasons Nvidia and AMD stocks can't stop climbing · Sozzi Unleashed · Oct 5
- Acquired World Labs for $8.2B to add 3D spatial intelligence to its AI stack.[AI WEEKLY NEWS RUNDOWN - VIDEO] Google Gemini 4.0 Argon, DeepMind SynthID Bio, Tavus Griffin Video AI, & OpenAI $157B Valuation (Oct 04, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 5
- Investor and customer of Vinci, running its software on AMD high-end GPUs.Drill Down Insider #24: Vinci CEO Hardik Kabaria · The Drill Down · Oct 9
- Crossed $1 trillion market cap as demand for CPUs in agentic AI servers grows.De los Quants a las CPU & AstraZeneca Apuesta por Summit · Market Insights · Oct 6
- Major deployment agreements with OpenAI and Meta support the AI story.Strategy Sunday: XRP, AI & the Machine Economy: Who Powers the Next Wealth Boom? · Strategy Sunday w/Armando Pantoja · Oct 5
- Data center business near $7B last quarter and large GPU commitments from major AI labs.Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit · Schwab Network · Oct 8
- Makes both CPUs and GPUs, positioned to benefit as AI agents need CPUs.Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power · The Rundown · Oct 6
- Committed $500 million to the Genesis Mission consortium.Fact Sheet: Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century · The White House In Audio · Oct 9
Bearish 3
- Absent from modern Surface PCs and trailing in thin-and-light laptop performance per the study.What to expect at Microsoft's October 7 event · The Windows Central Podcast · Oct 6
- Dropped 4.49% on Friday alone amid broader chip selling.My Daily AI & Markets Briefing — Sunday, October 11, 2026 · My Daily AI & Markets Briefing · Oct 11
- Closed below short-term averages and is pulling back after a roughly 20% gain; not a fresh long.10 Breakout Stocks to Watch Before Chasing AMD Next Week · How to Trade Stocks and Options Podcast with OVTLYR Live · Oct 10
Mixed 2
- Future compute supply depends on its chip production, and the balance with demand is unclear.Google Just Made a $13 Billion Bet (Here's the Next AI Hot Spot) · MarketBeat | Stock Market News & Analysis · Oct 8
- Cited as a competitor to Nvidia in AI chips.Starlink Goes Global Mobile, AWS Powers Prime Day 2026, Nvidia Drives Record Growth Amid Margin Strain, Korea Bets Big on Chips, and more... · Tech News Daily · Oct 8
Neutral 2
- Acquiring World Labs for $8.2 billion to build foundation model capability.#259 - Dots, Sonnet, Self-Safety, Rogue AI · Last Week in AI · Oct 9
- Following Nvidia in software and server design, lacks networking piece.Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · The Circuit · Oct 5
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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