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AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

AMD’s multiyear outlook reset the growth narrative, while quantum shares surge despite thin revenues.

OpenAI’s 30‑GW Compute Push Recasts Chipmakers as Broadcom Clinches 10‑GW Custom Deal

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify