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Don't bet against the Fed, Oracle's Larry Ellison: Fmr. Cisco CEO
JC2 Ventures founder and CEO John Chambers, who was formerly the CEO of Cisco (CSCO), joins Opening Bid host Brian Sozzi to talk about the ongoing artificial intelligence (AI) trade and share which Big Tech leaders and players he's watching, including Oracle's (ORCL) Larry Ellison, Microsoft's (MSFT) Satya Nadella, and AMD's (AMD) Lisa Su. To watch more expert insights and analysis on the latest market action, check out more Opening Bid. Dec 8, 2025 - $AMD
This Week In AI Chips - Synopsys Faces Legal Challenges Amid Revenue and Income Decline
Synopsys, Inc., a provider of design automation software for integrated circuits, has recently faced legal challenges following a significant stock decline. The company’s Design IP segment, which includes AI-driven silicon components, reported a 7.7% year-over-year decline in revenue and a 43% drop in net income for the third quarter of 2025. This downturn is attributed to increased customization demands from customers, impacting profitability and prompting considerations for a change in... Dec 8, 2025 - $AMD
US to allow Nvidia to ship H200 chips to China, Trump says
U.S. President Donald Trump said on Monday that he will allow Nvidia to ship its H200 chips to approved customers in China and other countries, under conditions that allow for continued strong national security. The U.S. Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other U.S. companies, Trump said in a post on X. Dec 8, 2025 - $AMD
Nvidia Corp.’s (NVDA) Long-Term Revenue Opportunity Remains Intact, Per Morgan Stanley
Nvidia Corporation (NASDAQ:NVDA) is among the best stocks you’ll wish you bought sooner. On Thursday, December 4, Reuters reported that a group of U.S. senators introduced a bill, known as the SAFE CHIPS Act, that aims to block any changes to rules restricting the supply of advanced AI semiconductors from Nvidia and AMD to countries including […] Dec 8, 2025 - $AMD
Analysts Doubled Down on AMD in December Amid AI Wins and Growing Buy Ratings
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the fastest-growing semiconductor stocks to buy. On December 3, Bank of America Securities analyst Vivek Arya reaffirmed a Buy rating on the stock, keeping his price target unchanged at $300. As of December 5, Advanced Micro Devices, Inc. (NASDAQ:AMD) enjoys highly positive analyst opinions with more than […] Dec 8, 2025 - $AMD
Nvidia Stock Rises After Trump Approves H200 Chip Sales to China
President Donald Trump plans to allow Nvidia to sell a more advanced AI chip to China. Trump seemed to imply Nvidia will pay a 25% fee on any H200 sales to China, adding: “$25% will be paid to the United States of America.” Nvidia didn’t immediately respond to a request for comment on Trump’s post. Dec 8, 2025 - $AMD
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