AMD heads into earnings as cracks spread across the AI trade

STOCK MARKET: As AI becomes more fractured, one names stands out: AMD

As Anthropic rushes to takes its shares public, the AI trade is showing cracks, and they are not confined to fringe players.  We recently wrote about CoreWeave, which fell 15.5% on Oct. 14 as yields on its 2032 notes touched 15%, and its default-swap spreads nearly doubled in October. IREN is down more than 20% this year. Last Thursday, the contagion reached chipmakers, which makes sense since much of CRWV and IREN’s spending is going there. AMD…

As AI becomes more fractured, one names stands out: AMD

As Anthropic rushes to takes its shares public, the AI trade is showing cracks, and they are not confined to fringe players. We recently wrote about CoreWeave, which fell 15.5% on Oct. 14 as yields on its 2032 notes touched 15%, and its default-swap spreads nearly doubled in October. IREN is down…

AMD Stock: $531 After 2.8% Gain, Bull $620, Bear $500

Updated 27 October 2026. AMD (NASDAQ: AMD) closed Monday at $531.28, up $14.49 or 2.80 percent, in a range of $514.01 to $533.50 on about 16.7 million shares (Yahoo Finance; StockAnalysis), and traded near $535.50 after hours (Public.com). Verdict: Monday was a sector rally, not AMD news. The Philadelphia Semiconductor Index rose 2.82 percent as Anthropic's IPO filing revived the AI trade (Seoul Economic Daily), and the bid carried into Seoul on…

AMD heads into earnings as cracks spread across the AI trade

AMD's earnings will reveal if AI demand can sustain growth amid rising financing costs and market volatility, impacting future chip orders.