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Google’s AI Chips Rocked AMD and Nvidia. How to Play Their Stocks Now.
A report this week that Alphabet’s Google is in talks to sell artificial-intelligence chips to Meta Platforms shook up the shares of some of the world’s most valuable companies. Nvidia the leading AI chip maker, dropped 2.6% Tuesday on concern that Google could snatch some of its booming data-center business. Nvidia gained 1.3%, and AMD was up 2.7%. Nov 26, 2025 - $AMD
Review & Preview: Who Needs AI?
It turns out stocks can still rise without the vaunted artificial intelligence trade. The Dow Jones Industrial Average rose 664 points, or 1.4%, and the S&P 500 gained 0.9% despite down days from AI stalwarts Advanced Micro Devices (-4.2%), Nvidia (-2.6%), and Oracle (-1.6%). Home builders Lennar and D.R. Horton were up 6.6% and 5.8%, respectively. Nov 26, 2025 - $AMD
Billionaire Steve Cohen loads up on top AI stock, calms bubble fears
Everyone's been chiming in on the AI bubble, but you wouldn’t spot any worrisome signs from Point72’s Q3 buying spree. Guided by billionaire hedge fund manager Steve Cohen, the hedge fund doubled down on AI hardware and infrastructure during the quarter, growing positions in Advanced Micro ... Nov 25, 2025 - $AMD
Should You Buy the Plunge in AMD Stock Today?
AMD stock sinks on reports Meta is considering switching to Google’s AI chips. Here’s the case for unloading AMD shares heading into 2026. Nov 25, 2025 - $AMD
Nvidia & AMD stocks fall on Meta news, Kohl's stock skyrockets
Yahoo Finance anchor Julie Hyman takes a closer look at some of the top market stories of Tuesday's trading day on this Market Minute. Nvidia (NVDA) and AMD (AMD) stocks are falling following reports from The Information that Meta (META) will use Alphabet's (GOOG, GOOGL) Google AI chips. Crypto stocks like Coinbase (COIN), Strategy (MSTR), and Bullish (BLSH) are under pressure amid the wider bitcoin (BTC-USD) sell-off. Kohl's (KSS) stock is skyrocketing after the company reported a surprise third quarter profit and outlook boost. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. Nov 25, 2025 - $AMD
Google's TPU chips may give it a new leg up in AI race
Alphabet (GOOG, GOOGL) stock holds onto its gains ahead of Tuesday's market close after a report from The Information said Meta Platforms (META) is in talks to purchase billions of dollars in AI chips from Google; Alphabet's market capitalization is currently nearing $4 trillion. Shares of chip giants Nvidia (NVDA) and Advanced Micro Devices (AMD) have slid in today's session on these headlines. Yahoo Finance tech editor Dan Howley comes on Market Domination to illustrate the advantage this could give Alphabet in the tightening artificial intelligence race. Also catch Dan Howley further explain the difference between Google's TPUs (Tensor Processing Units) and Nvidia's GPU (Graphics Processing Units) chips. To watch more expert insights and analysis on the latest market action, check out more Market Domination. Nov 25, 2025 - $AMD
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