AMD

Investors are closely watching AMD ahead of its latest earnings report, with analysts saying the chipmaker needs a strong outlook to convince markets it can keep pace in the AI race. Commentary highlights fears that weakness could mirror Intel's struggles, while some outlets argue the stock could surprise on the upside, with data-center guidance seen as the key number. The shares are trending in searches across the US, Canada, the Netherlands and Sweden.

Investing.com reports premarket movers showing Trump Media and AI infrastructure stocks declining while AMD gains. Traders are watching the tech-heavy moves ahead of the opening bell, with AMD standing out as a notable gainer among semiconductor names.

The S&P 500 is at the center of market discussion after a recent breakdown, with commentators asking whether fears about further declines are overblown. Bloomberg reported stocks halted back-to-back losses as oil prices eased, while the Wall Street Journal flagged AMD, CoreWeave and McDonald's as stocks to watch. Separately, SPX Technologies slipped 0.82% to $166.04, consolidating between key levels.

Ark Invest, led by Cathie Wood, sold stakes in AMD, SpaceX-related holdings and Alphabet while adding positions in healthcare and biotech names including Compass Pathways, Intellia and CRISPR Therapeutics. The portfolio shift comes as tech investors watch AI-exposed stocks closely, with CoreWeave shares sliding after Nvidia's Jensen Huang said he remains optimistic about the AI firm.

Altera has announced Agilex 2X, described by the company as a complete portfolio of FPGAs and system-on-chip devices. The launch expands Altera's Agilex line and signals its push to compete across the programmable logic market. Interest centers on what the new devices offer in performance, power and pricing, and how they position the company against rivals such as AMD's Xilinx.

US stock indices are trading cautiously, with the Dow Jones closing lower as investors wait for election results and AMD's earnings report. In Spain, financial commentary is also debating whether Alphabet shares represent a historic buying opportunity or a bearish trap. Traders are watching the S&P 500 closely amid uncertainty over the political outcome and key tech earnings.

AMD has issued fourth-quarter revenue guidance of around $17 billion, which would exceed Intel's projected sales and mark the first quarter in history in which AMD outsells its longtime rival in the x86 processor market. The milestone reflects AMD's gains in data center and client CPUs, powered by demand for its Ryzen and EPYC chips, while Intel continues its turnaround effort. Industry observers see it as a symbolic turning point in a rivalry dating back decades.

Investors are tracking AMD's stock price after analyst commentary from Jefferies suggested the chipmaker faces high expectations with limited room for near-term gains. The note has fueled discussion about whether the stock's current valuation leaves much upside despite strong interest in AMD's data center and AI chip business.

German investors are watching AMD stock ahead of the company's upcoming earnings report. After a recent price correction, the shares have staged a recovery rally, and market commentators are asking whether the rebound can hold once quarterly results are released. Traders are weighing whether the numbers will justify the renewed optimism around the chipmaker.

AMD has agreed to supply Meta with up to $60 billion of AI chips over five years, in one of the largest semiconductor deals on record. As part of the agreement, Meta received warrants to buy up to 10 percent of AMD's shares if supply and deployment milestones are met. The deal positions AMD as a significant challenger to Nvidia in the AI accelerator market and signals Meta's push to expand its AI computing capacity.

Zohran Mamdani, the democratic socialist politician, is drawing widespread attention, with his name trending among top searches in Britain and Australia and circulating widely on social media. People are discussing his rise and what his political profile means beyond the United States, with commentary appearing across English-speaking audiences.

An appeals court has ruled in favor of the Mamdani administration, allowing it to proceed with its pied-à-terre rollout. The decision clears a legal hurdle that had been holding up the policy, meaning the administration can now move ahead with implementation. Details of the court's reasoning and the administration's next steps remain limited.

An appeals court has thrown out a lawsuit challenging Zohran Mamdani's proposed second-home tax. The ruling removes a legal obstacle to the tax, which would target owners of additional properties in New York City and has been a signature proposal of Mamdani's. The decision is drawing attention from housing advocates and property owners watching how the policy may move forward.

An appeals court has dismissed a lawsuit challenging the rollout of Zohor Mamdani's pied-à-terre tax, ruling that homeowners cannot sue over the notices they received about the measure. The decision removes a legal obstacle to the tax's implementation, which targets mostly vacant second homes in New York City. Supporters see the ruling as clearing the way for the policy; opponents argue homeowners were denied a meaningful avenue to contest it.

A New York appeals court has ruled that Zohram Mamdani's proposed tax on luxury pied-à-terre properties can move forward. The plan would impose a levy on second homes left largely vacant by wealthy owners, a contentious idea that has drawn strong opposition from real estate interests. The decision clears a legal hurdle for the proposal.

An appeals court has reversed a Staten Island ruling, clearing the way for Zohran Mamdani to implement a second-home tax in New York City. The decision removes a legal obstacle to the proposal, which targets owners of additional residences, and marks a significant victory for the plan after earlier judicial pushback in Staten Island.

A New York appeals court has ruled that the city can move forward with a so-called pied-à-terre tax on second homes, a proposal pushed by mayoral candidate Zohran Mamdani. The measure would target luxury apartments that sit largely vacant, and the court's decision clears a key legal hurdle. Supporters frame it as a way to tax idle luxury property, while opponents worry about broader tax burden on property owners.

A New York appeals court has handed Mayor-elect Zohran Mamdani a significant legal victory, allowing the city's proposed pied-à-terre tax on luxury second homes to proceed. The ruling clears a key legal hurdle for the tax, which targets part-time residents' vacant or rarely used apartments as a new source of city revenue.

A court has ruled in favor of New York City Mayor Zohran Mamdani's pied-à-terre tax, a levy targeting largely vacant luxury apartments owned by part-time residents. The ruling marks a significant early win for the policy, but opponents are expected to continue challenging it, meaning the legal dispute is far from resolved.

Barron's rounded up the stocks explaining the day's market action, including SpaceX, Tesla, Micron, AMD, Lockheed Martin, CVS and Trump Media (DJT). The list spans chips, defense, healthcare and media, suggesting broad cross-sector moves. Investors are watching these names for cues on where the wider market is heading.

Zohran Mamdani, New York's mayor-elect, responded to a string of Democratic victories in elections held across the United States, widely described as a blue wave. He welcomed the results, which are being read as a sign of Democratic momentum, and commentators are weighing what the wins mean for the party's direction heading into upcoming contests.