Chipmaker — Topic Intelligence
Topic Intelligence: Chipmaker
Last updated: 2025-10-11 07:09:05 ET

Mentions (24h)

1
vs prior 24h: +100.0%

Mentions (7d)

6
Past 7 days

Sentiment (avg / median)

44.9 / 37.5
Based on recent articles

Sentiment Mix

+50% / 50% / -0%
Positive / Neutral / Negative

Coverage Z-Score (24h vs 90d)

-0.71
How unusual today is vs 90-day baseline
Today's Market Mood for Chipmaker
20.17

Leaning Optimistic – A slight positive bias in sentiment.

Bullish: 43.6%
Optimistic: 15.4%
Pessimistic: 19.9%
Bearish: 21.2%

A breakdown of the language impacting sentiment.

Bullish: win, growth, surge
Optimistic: growth, potential, strong
Pessimistic: China, sell, struggling
Bearish: war, ban, slump
Latest articles about “chipmaker”

AMD gets a price target boost from TD Cowen on chipmaker’s partnership with OpenAI

There may be more upside ahead from AMD's partnership with OpenAI, according to TD Cowen.…

CNBC Top Stories · 2025-10-10 10:24:53   
-100 (Bearish)+100 (Bullish)

JPMorgan's top short ideas into year-end include a popular restaurant stock and once-hot chipmaker

JPMorgan pointed to Shake Shack, Southwest Airlines and Skyworks Solutions as some of the best stocks to target for short sellers. …

CNBC Top Stories · 2025-10-08 18:39:44   
-100 (Bearish)+100 (Bullish)

AMD gets upgrade after 24% surge. ‘We rarely do this,’ says chagrinned analyst

AMD gets upgrade after 24% surge. ‘We rarely do this,’ says chagrinned analyst

It’s likely the first of many — analysts at Jefferies upgraded Advanced Micro Devices to a buy, after the chipmaker’s stock surged on a pact with ChatGPT maker OpenAI.…

Market Watch · 2025-10-07 08:41:00   
-100 (Bearish)+100 (Bullish)

Japan's Nikkei 225 hits record high for second straight day after Wall Street gains on AMD rally

Overnight, shares of AMD skyrocketed almost 24% after it announced a deal with OpenAI, which could see the latter take a 10% stake in the chipmaker.…

CNBC Top Stories · 2025-10-07 00:29:50   
-100 (Bearish)+100 (Bullish)

AMD stock skyrockets 35% as OpenAI looks to take stake in AI chipmaker

AMD stock skyrockets 35% as OpenAI looks to take stake in AI chipmaker

OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026.…

CNBC Top Stories · 2025-10-06 12:26:07   
-100 (Bearish)+100 (Bullish)

OpenAI’s Team of Rivals Now Includes AMD and Nvidia

OpenAI’s Team of Rivals Now Includes AMD and Nvidia

The artificial intelligence giant just announced a major partnership with AMD — weeks after striking a big deal with the chipmaker’s competitor, Nvidia.…

New York Times Business · 2025-10-06 12:20:36   
-100 (Bearish)+100 (Bullish)

AI chipmaker Cerebras withdraws IPO

AI chipmaker Cerebras withdraws IPO

Days after announcing that it raised $1.1 billion in a financing round, Cerebras said it's pulling its IPO plans. …

CNBC Top Stories · 2025-10-03 22:02:42   
-100 (Bearish)+100 (Bullish)

Intel stock is up 50% over the last month, putting U.S. stake at $16 billion

U.S. chipmaker Intel's shares climbed 3% Thursday, putting the monthly gain over 50%. …

CNBC Top Stories · 2025-10-02 17:37:40   
-100 (Bearish)+100 (Bullish)

Nvidia gets a price target hike from Citi on AI infrastructure growth, OpenAI deal

Nvidia gets a price target hike from Citi on AI infrastructure growth, OpenAI deal

The chipmaker is poised for growth as it ramps up its push to improve AI infrastructure through new product launches and partnerships, according to Citi. …

CNBC Top Stories · 2025-09-30 10:48:21   
-100 (Bearish)+100 (Bullish)

This chipmaker equipment stock could be a big beneficiary of Nvidia-Intel deal, says BofA

ASML is poised to grow as semiconductor equipment demand picks up, particularly following Nvidia and Intel's $5 billion deal, according to Bank of America. …

CNBC Top Stories · 2025-09-19 14:57:17   
-100 (Bearish)+100 (Bullish)

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