Get the latest news, insights, and market updates on AMD (Advanced Micro Devices, Inc.). Explore the news page 52 on MyTopStock.com for investor discussions, analysis, and real-time stock performance coverage.
AI: Late 2026 will be inflection point for these hyperscalers
Nvidia (NVDA) announced a $2 billion investment in chip software manufacturer Synopsys (SNPS), while OpenAI (OPAI.PVT) takes an ownership stake in Thrive Holdings and strikes a deal to be Accenture's (ACN) primary artificial intelligence partner. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani chats with Allie Canal about the AI trade in the context of "circular investing" concerns and his outlook on which hyperscalers may have opportunities to pull ahead of the competition in 2026. To watch more expert insights and analysis on the latest market action, check out more Market Domination. Dec 1, 2025 - $AMD
OpenAI’s investment into Thrive Holdings is its latest circular deal
Analysts will be watching to see if Thrive-owned firms actually succeed in building long-term profitable businesses using OpenAI’s tech, or if the result is really just pumped up valuations based on speculative market potential. Dec 1, 2025 - $AMD
We use cookies and similar technologies to collect and process data such as browsing activity or unique identifiers.
Selecting "Allow All" to help us understand site usage and improve the platform.
Choosing "Essential Cookies Only" enables only the cookies necessary for core site functions, such as staying logged in.
For more information, please see our Privacy Policy.