Advanced Micro Devicesの空売り状況は、投資家がAdvanced Micro Devicesの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Advanced Micro Devices (NASDAQ:AMD) 株価情報, 空売り情報

Advanced Micro Devices

Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers, industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox. In 2022, the firm acquired field-programmable gate array leader Xilinx to diversify its business and augment its opportunities in key end markets such as data center and automotive.

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キャシー・ウッド（Cathie Wood）率いる投資会社Ark Investは、先週水曜日に、Amazon.com Inc.（NASDAQ:AMZN）、「ロビンフッド・マーケットス株式会社」（Robinhood Markets Inc.）（NASDAQ:HOOD）、Reddit Inc.（NYSE:RDDT）および「アドバンスト・マイクロ・デバイセズ社」（Advanced Micro Devices Inc.）（NASDAQ:AMD）に関して大規模なトレードを実施した。

キャシーウッド　アマゾン株を中心にトレード

Cathie Wood氏率いるArk Investは、火曜日にAmazon.com Inc（NASDAQ：AMZN）、Reddit Inc（NYSE：RDDT）、Advanced Micro Devices Inc（NASDAQ：AMD）で大規模なトレードを行いました。

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先週8月2日に終了した週は、テクノロジースペースが下落し、テクノロジー選択セレクトセクターSPDRファンド（NYSE：XLK）が5%以上下げ、大型株企業の業績を測るS&amp;P500指数を下回った。今週、テック市場を駆りたてた要因と、これらの株が近期および中期に向けて向かっている方向をまとめた。

大型企業株　S&amp;P500株をSPDRファンドが下回る

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U.S. stocks could open on a negative note on Thursday after AI bellwether Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42107846/nvidia-slides-during-thursday-pre-market-despite-beating-q3-estimates-even-outstanding-isnt-enough-for-some-investors">guidance fell short</a> of some expectations. Futures of all three major indices were down as investors processed the AI giant's earnings.
Other chip makers like Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) also experienced pressure in premarket trading.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-0.33%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.24%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.08%</td>
</tr>
<tr>
<td>R2K</td>
<td>-0.22%</td>
</tr>
</tbody>
</table>
</figure>
In premarket trading on Thursday,&nbsp;the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 0.25% to $589 and the&nbsp;Invesco QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) declined 0.34% to $501.46, according to&nbsp;<a href="https://benzinga.grsm.io/lxquj26b2sag" target="_blank" rel="noreferrer noopener">Benzinga Pro data</a>.
Cues From Last Session:
The Dow Jones snapped its two-session losing streak this week to close 100 points higher on Wednesday, while the S&amp;P 500 eked a marginal gain to close in the green.
The tech-heavy Nasdaq, however, fell ahead of the volatility due to Nvidia's earnings after the bell.
Crude oil prices continued to rise amid growing tensions between Russia and Ukraine but remained under the $70 mark.
Treasury yields eased slightly as investors waited for further economic data.
On the economic data front, mortgage applications in the U.S. rose 1.7% from the previous week in the week ending Nov. 15, compared to a 0.5% gain in the prior period.
Most sectors on the S&amp;P 500 closed on a positive note, with healthcare, energy, and materials stocks recording the biggest gains on Wednesday.
However, consumer discretionary and financial stocks bucked the overall market trend, closing the session lower.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-0.11%</td>
<td>18,966.14</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.002%</td>
<td>5,917.11</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.32%</td>
<td>43,408.47</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.03%</td>
<td>2,325.53</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Ryan Detrick, chief market strategist at Carson Group, maintained that despite the weakness in the markets currently, he remains optimistic about the potential of a continued bull run.
"Weakness right around now is perfectly normal. The good news is I wouldn&#8217;t give up on a late November rally."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Weakness right around now is perfectly normal. The good news is I wouldn&#39;t give up on a late November rally. <a href="https://t.co/NuU2qzpDsC">pic.twitter.com/NuU2qzpDsC</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1859314388739686769?ref_src=twsrc%5Etfw">November 20, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Despite the volatile movement in Nvidia and other chipmaker stocks, Wedbush analyst Dan Ives maintained optimism about the AI giant's performance.
"The Godfather of AI Jensen and Nvidia delivered a massive beat and big things ahead for Blackwell," Ives said.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The Godfather of AI Jensen and Nvidia delivered a massive beat and big things ahead for Blackwell as we discussed into this big night for the tech world on <a href="https://twitter.com/SquawkStreet?ref_src=twsrc%5Etfw">@SquawkStreet</a> &#x1f3c6;&#x1f525;&#x1f37f;&#x1f402;&#x1f4fa;&#x1f3a4;&#x1f447; <a href="https://t.co/6ehn8D3Gs0">https://t.co/6ehn8D3Gs0</a>
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1859387551351546328?ref_src=twsrc%5Etfw">November 21, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Nvidia <a href="https://www.benzinga.com/news/earnings/24/11/42099904/nvidia-beats-q3-revenue-eps-estimates-supply-constraints-ding-stock-huang-says-age-of-ai-is-in-full-steam">posted third-quarter revenue</a> of $35.1 billion, up 94% year-on-year, beating the Street consensus of $33.12 billion, according to data <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent112024&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">from Benzinga Pro</a>. This was the ninth straight quarter of Nvidia beating analyst estimates.
Tech bull Ives thinks that this is <a href="https://www.benzinga.com/markets/equities/24/11/42102642/nvidia-delivered-jaw-dropping-q3-earnings-says-dan-ives-this-is-the-fourth-revolution-playing-out-in-front-of-our-eyes">the "fourth revolution"</a> in technology, and it could help the Nasdaq surge to 25,000.
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How To Trade Futures</a>
Upcoming Economic Data
Thursday's economic calendar includes the release of initial jobless claims data.
<ul>
<li>Initial jobless claims data will be released at 8:30 a.m. ET.</li>
<li>Philadelphia Fed manufacturing survey will be released at 8:30 a.m. ET.</li>
<li>Cleveland Fed President Beth Hammack will speak at 8:45 a.m. ET.</li>
<li>Existing home sales data and leading economic index will be released at 10 a.m. ET.</li>
<li>Kansas City Fed President Jeff Schmid will speak at 1:10 p.m. ET.</li>
<li>Fed Vice Chair for Supervision Michael Barr will speak at 4:40 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul>
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares fell 2.6% in premarket trading on Thursday after the company posted a quarter-on-quarter decline in gross margins.</li>
<li>Other chip stocks felt the pressure post-Nvidia earnings. Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) fell nearly 1%, while Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) was down 0.6%. Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) and Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) both fell 0.5% in premarket trading.</li>
<li>MicroStrategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) stock surged over 10% on Wednesday and rose by another 11% in premarket trading on Thursday after Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) <a href="https://www.benzinga.com/24/11/42102366/bitcoin-taps-95k-ethereum-dogecoin-flat-as-trumps-crypto-policy-takes-shape-top-analyst-describes-btcs-path-to-135k">crossed the $95,000 mark</a>. Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) stock was also up over 3%.</li>
<li>Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) shares rose over 21% in premarket trading after the company beat analyst expectations and revised its 2025 revenue outlook upwards.</li>
<li>Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) stock fell over 4% in premarket trading after the company's third-quarter results.</li>
<li>Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) stock was slightly down in premarket trading after the U.S. Department of Justice (DOJ) said the company needed to sell the Google Chrome browser to <a href="https://www.benzinga.com/tech/24/11/42105079/googles-unlawful-behavior-stifles-market-entry-for-rivals-doj-says-alphabet-must-sell-chrome-to-end-search-monopoly">end search monopoly</a>.</li>
<li>Investors are awaiting earnings results from Deere &amp; Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>), BJ&#8217;s Wholesale Club Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BJ#NYSE">BJ</a>), and Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) today.</li>
</ul>
Commodities, Bonds And Global Equity Markets:
Crude oil futures surged in the early New York session, rising by 1.70% to hover around $69.92 per barrel.
The 10-year Treasury note yield edged lower to 4.394%.
Most of the major Asian markets ended in the red on Thursday, while European markets showed tentativeness in early trading.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/24/11/42105079/googles-unlawful-behavior-stifles-market-entry-for-rivals-doj-says-alphabet-must-sell-chrome-to-end-search-monopoly">Target Says Shoppers Wait For &#8216;Deals&#8217; A Day After Rival Walmart Credits Market Gains To Wealthy Households</a></li>
</ul>
Photo courtesy: Wikimedia

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US Futures Head Lower As Nvidia Earnings Fail To Impress Investors: Expert Says Market Weakness Is 'Perfectly Normal,' But Late November Rally Is Still Possible

WIIM

AMD shares are trading lower. Chip stocks are on watch ahead of Nvidia's earnings report.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/22/24</td>
<td>$145.00</td>
<td>$63.2K</td>
<td>53.9K</td>
<td>46.9K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/22/24</td>
<td>$500.00</td>
<td>$80.9K</td>
<td>6.6K</td>
<td>22.1K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$30.00</td>
<td>$28.9K</td>
<td>57.2K</td>
<td>7.4K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/22/24</td>
<td>$225.00</td>
<td>$31.5K</td>
<td>9.7K</td>
<td>7.2K</td>
</tr>
<tr>
<td>IONQ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/29/24</td>
<td>$28.00</td>
<td>$503.0K</td>
<td>697</td>
<td>4.6K</td>
</tr>
<tr>
<td>DDOG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$150.00</td>
<td>$29.4K</td>
<td>187</td>
<td>3.7K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/22/24</td>
<td>$137.00</td>
<td>$38.5K</td>
<td>1.5K</td>
<td>3.2K</td>
</tr>
<tr>
<td>CLSK</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$20.00</td>
<td>$192.5K</td>
<td>13.2K</td>
<td>2.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$70.00</td>
<td>$54.0K</td>
<td>17.7K</td>
<td>2.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/22/24</td>
<td>$28.50</td>
<td>$97.5K</td>
<td>2.6K</td>
<td>1.8K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 2 day(s) on November 22, 2024. This event was a transfer of 98 contract(s) at a $145.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $63.2K, with a price of $645.0 per contract. There were 53927 open contracts at this strike prior to today, and today 46919 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on November 22, 2024. Parties traded 27 contract(s) at a $500.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $80.9K, with a price of $3000.0 per contract. There were 6652 open contracts at this strike prior to today, and today 22161 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option trade that happens to be bullish, expiring in 58 day(s) on January 17, 2025. This event was a transfer of 100 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $28.9K, with a price of $289.0 per contract. There were 57206 open contracts at this strike prior to today, and today 7436 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be bearish, expiring in 2 day(s) on November 22, 2024. This event was a transfer of 100 contract(s) at a $225.00 strike. The total cost received by the writing party (or parties) was $31.5K, with a price of $315.0 per contract. There were 9738 open contracts at this strike prior to today, and today 7214 contract(s) were bought and sold. 
• For IONQ (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>), we notice a call option sweep that happens to be bearish, expiring in 9 day(s) on November 29, 2024. This event was a transfer of 2194 contract(s) at a $28.00 strike. This particular call needed to be split into 49 different trades to become filled. The total cost received by the writing party (or parties) was $503.0K, with a price of $225.0 per contract. There were 697 open contracts at this strike prior to today, and today 4671 contract(s) were bought and sold. 
• For DDOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>), we notice a call option sweep that happens to be bullish, expiring in 93 day(s) on February 21, 2025. This event was a transfer of 55 contract(s) at a $150.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $29.4K, with a price of $535.0 per contract. There were 187 open contracts at this strike prior to today, and today 3772 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 2 day(s) on November 22, 2024. This event was a transfer of 150 contract(s) at a $137.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $38.5K, with a price of $257.0 per contract. There were 1591 open contracts at this strike prior to today, and today 3267 contract(s) were bought and sold. 
• Regarding CLSK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>), we observe a call option trade with bullish sentiment. It expires in 240 day(s) on July 18, 2025. Parties traded 350 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $192.5K, with a price of $550.0 per contract. There were 13267 open contracts at this strike prior to today, and today 2340 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bullish sentiment. It expires in 422 day(s) on January 16, 2026. Parties traded 2250 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $54.0K, with a price of $24.0 per contract. There were 17787 open contracts at this strike prior to today, and today 2295 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on November 22, 2024. Parties traded 1499 contract(s) at a $28.50 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $97.5K, with a price of $65.0 per contract. There were 2694 open contracts at this strike prior to today, and today 1897 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CLSK

DDOG

IONQ

MARA

SMCI

10 Information Technology Stocks Whale Activity In Today's Session

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) shares are trading lower by 1.4% to $137.48 during Wednesday&#8217;s session. NVIDIA Corp&#8217;s earnings report Wednesday evening is poised to have a <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42068962/nvidia-q3-earnings-preview-analysts-expect-beat-n-raise-on-continued-data-center-strength">significant impact</a> on Advanced Micro Devices, as the two companies compete directly in high-performance computing and AI accelerators. 
What To Know: While Nvidia dominates the AI chip market, AMD has been ramping up its efforts to challenge that dominance with its MI300 series accelerators and EPYC processors, which target AI and data center applications.
A strong Nvidia report could benefit AMD indirectly by affirming continued robust demand for AI infrastructure and high-performance computing. Such results would validate AMD's strategic investments in AI-focused products, fueling optimism around its ability to capture market share in a rapidly expanding sector.
Read Also: <a href="https://www.benzinga.com/news/earnings/24/11/42085436/target-q3-earnings-supply-chain-chaos-hits-bottomline-slashes-annual-profit-outlook-stock-tanks">Target Q3 Earnings: Supply Chain Chaos Hits Bottomline, Slashes Annual Profit Outlook, Stock Tanks</a>
However, if Nvidia's results or guidance signal a slowdown in AI-related spending, AMD could face headwinds, especially as it seeks to gain traction in a market already dominated by Nvidia. Slower adoption of AI hardware could delay the payoff for AMD's ambitious roadmap, which relies on its ability to penetrate data center and AI workloads dominated by its rival.
AMD also risks unfavorable comparisons during this critical earnings season. Nvidia's efficiency in scaling AI solutions highlights the steep challenge AMD faces in winning over customers and optimizing its own supply chain for large-scale deployments.
With Nvidia's results <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42048963/why-nvidia-earnings-may-trigger-massive-sp-500-volatility">expected to ripple</a> through the semiconductor industry, AMD's stock could see heightened volatility as investors reassess growth prospects across the sector.
Read Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42090657/microstrategy-upsizes-convertible-notes-offering-to-2-6-billion-for-bitcoin-purchases">MicroStrategy Upsizes Convertible Notes Offering To $2.6 Billion For Bitcoin Purchases</a>
<h2 class="wp-block-heading">Is AMD A Good Stock To Buy?</h2>
An investor can make a few decisions when deciding whether a stock is a good buy. In addition to valuation metrics and price action which you can find on Benzinga's quote pages &#8211; like <a href="https://www.benzinga.com/quote/AMD">Advanced Micro Devices</a>&#8216;s page for example &#8211; there are factors like whether or not a company pays a dividend or buys a large portion of its stock each quarter.
These are known as capital allocation programs. Advanced Micro Devices does not pay a dividend, but obviously has a few ways it can return value to shareholders. Feel free to search Benzinga's <a href="https://www.benzinga.com/calendars/dividends">dividend calendar</a> for the next company that is due to pay a dividend and determine what kind of yield you can earn for holding a share of the company.
For example, if you're looking to earn an annualized return of 41.97%, you'll need to buy a share of ZIM Integrated Shipping by the Dec. 2, 2024. Once done, you can expect to receive a nominal payout of $2.81 on Dec. 9, 2024.
Buyback programs are obviously different and highly variable. A company can approve a buyback program and purchase shares as it sees fit over the course of time in which the buyback was authorized. Looking through the latest news on <a href="https://www.benzinga.com/quote/AMD">Advanced Micro Devices</a> will often yield whether or not the company has approved a buyback program recently. Buyback programs usually serve as a support for share prices, serving as a backstop for demand.
According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, AMD has a 52-week high of $227.30 and a 52-week low of $116.37.

What's Going On With AMD Stock?

SANTA CLARA, Calif., Nov. 19, 2024 (GLOBE NEWSWIRE) -- Today, <a href="http://www.amd.com/">AMD</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) announced the following events for the financial community:
<ul>
<li>Forrest Norrod, executive vice president and general manager, Data Center Solutions Business Unit, will attend the UBS Annual Technology Conference on Tuesday, Dec. 3, 2024, at 12:15 PM MST.</li>
<li>Jean Hu, executive vice president, chief financial officer and treasurer, will attend the Barclays Global TMT Conference on Thursday, Dec. 12, 2024, at 11:00 AM PST.</li>
</ul>

Events

AMD Announces Participation In UBS Annual Technology Conference On Dec. 3 And Barclays Global TMT Conference On Dec. 12, Featuring Key Executives Forrest Norrod And Jean Hu

NVIDIA Corp&#8217;s earnings report <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42048963/why-nvidia-earnings-may-trigger-massive-sp-500-volatility">Wednesday after-hours</a> could have large implications for Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), a key competitor in the semiconductor space and a rising player in AI hardware. 
Nvidia's dominance in AI chips has set the market's standard, and its performance may either validate or challenge AMD's strategic push into this lucrative area.
What To Know: AMD has been aggressively targeting the AI accelerator market, launching its MI300 series chips aimed at competing with Nvidia's market-leading GPUs. 
A strong Nvidia report, highlighting continued AI demand and robust sales, could bode well for AMD by reinforcing confidence in the sector's growth potential. This would bolster expectations for AMD's forthcoming AI products and validate the company's investments in next-generation AI technologies.
However, a disappointing Nvidia report could raise concerns about market saturation or slowing AI investments, potentially dampening enthusiasm for AMD's own growth narrative. Investors will be particularly attuned to Nvidia's guidance on demand for AI infrastructure, as it directly impacts the opportunity space AMD is trying to penetrate.
Read Also: <a href="https://www.benzinga.com/news/events/24/11/42069387/grant-cardone-calls-himself-a-coward-investor-puts-his-money-in-real-assets">Grant Cardone Calls Himself A &#8216;Coward Investor,&#8217; Puts His Money In &#8216;Real Assets&#8217;</a>
AMD also faces the risk of unfavorable comparisons. Nvidia's dominant market share and ability to scale its AI solutions more efficiently may highlight challenges AMD could face in gaining meaningful traction against its rival. 
With Nvidia options pricing in significant volatility, AMD's stock could see sympathetic moves as investors reassess AI-related growth across the semiconductor industry.
For AMD, Nvidia's results are not just a benchmark but a critical signal for its trajectory in the competitive AI chip race.
What Else: AMD shares rose Monday <a href="https://www.benzinga.com/trading-ideas/movers/24/11/42045498/whats-going-on-with-advanced-micro-devices-stock-monday">following its collaboration with IBM</a> to integrate AMD Instinct MI300X accelerators into IBM Cloud, enhancing performance for generative AI and enterprise computing and supporting platforms like Watsonx AI and Red Hat Enterprise Linux.
The accelerators, set for release in 2025, aim to help enterprise clients optimize costs and scalability for AI applications.
Read Also: <a href="https://www.benzinga.com/economics/macro-economic-events/24/11/42069891/sp-500-to-reach-6500-by-end-of-2025-analysts-predict-could-it-spark-ma-revival">S&amp;P 500 To Reach 6,500 By End Of 2025, Analysts Predict: Could It Spark M&amp;A Revival?</a>
Investors can gain exposure to AMD by investing in the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) or the Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>).
<h2 class="wp-block-heading">Is AMD A Good Stock To Buy?</h2>
Wall Street analysts view Advanced Micro Devices on the whole as an Outperform, given the history of coverage over the past three months. Harsh Kumar from Piper Sandler in Advanced Micro Devices is the most optimistic, expecting a 14.29% rise in the stock in the coming year.
But looking at how the market as a whole thinks of the stock, you can reference historical price action for views on whether investors feel strongly about the stock one way or another. In the past 3 months, Advanced Micro Devices fell 12.95%, which indicates that opinion soured on the business and how attractive it is to own based on either its stock price, or underlying fundamentals, like revenue, which rose 17.57% over the past year.
A complete overview of how Wall Street views individual stocks is available <a href="https://www.benzinga.com/analyst-stock-ratings">here</a>, while real time updates on the latest analyst actions will be delivered via <a href="https://pro.benzinga.com">Benzinga PRO</a>. Try it for free.
AMD has a 52-week high of $227.30 and a 52-week low of $116.37.

Deep-pocketed investors have adopted a bearish approach towards Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AMD usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 112 extraordinary options activities for Advanced Micro Devices. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 36% leaning bullish and 39% bearish. Among these notable options, 25 are puts, totaling $2,444,046, and 87 are calls, amounting to $6,143,486.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $5.0 to $300.0 for Advanced Micro Devices over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Advanced Micro Devices options trades today is 3839.03 with a total volume of 92,523.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Advanced Micro Devices's big money trades within a strike price range of $5.0 to $300.0 over the last 30 days.
<h3>Advanced Micro Devices Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1732045541_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$57.3</td>
<td>$57.0</td>
<td>$57.0</td>
<td>$195.00</td>
<td>$1.1M</td>
<td>624</td>
<td>201</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$23.95</td>
<td>$23.35</td>
<td>$23.6</td>
<td>$195.00</td>
<td>$944.0K</td>
<td>233</td>
<td>400</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$45.75</td>
<td>$45.55</td>
<td>$45.75</td>
<td>$100.00</td>
<td>$320.2K</td>
<td>3</td>
<td>95</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$5.0</td>
<td>$4.9</td>
<td>$4.98</td>
<td>$150.00</td>
<td>$248.3K</td>
<td>20.3K</td>
<td>1.8K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$2.73</td>
<td>$2.69</td>
<td>$2.72</td>
<td>$160.00</td>
<td>$135.7K</td>
<td>20.0K</td>
<td>1.5K</td>
</tr>
</tbody>
</table>

<h3>About Advanced Micro Devices</h3>
Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers, industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox. In 2022, the firm acquired field-programmable gate array leader Xilinx to diversify its business and augment its opportunities in key end markets such as data center and automotive.
In light of the recent options history for Advanced Micro Devices, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Advanced Micro Devices</h3>
<ul>
<li>With a trading volume of 16,521,435, the price of AMD is down by -0.02%, reaching $138.91.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 70 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for Advanced Micro Devices</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $187.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Morgan Stanley persists with their Equal-Weight rating on Advanced Micro Devices, maintaining a target price of $169. 
&#x2A; Consistent in their evaluation, an analyst from Evercore ISI Group keeps a Outperform rating on Advanced Micro Devices with a target price of $198. 
&#x2A; Consistent in their evaluation, an analyst from TD Cowen keeps a Buy rating on Advanced Micro Devices with a target price of $185. 
&#x2A; An analyst from Cantor Fitzgerald downgraded its action to Overweight with a price target of $180. 
&#x2A; An analyst from UBS has decided to maintain their Buy rating on Advanced Micro Devices, which currently sits at a price target of $205. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Advanced Micro Devices with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Advanced Micro Devices's Options: A Look at What the Big Money is Thinking

<a href="https://wccftech.com/amd-rumored-to-enter-the-smartphone-markets-introducing-apu-like-ryzen-ai-socs/" title="https://wccftech.com/amd-rumored-to-enter-the-smartphone-markets-introducing-apu-like-ryzen-ai-socs/">https://wccftech.com/amd-rumored-to-enter-the-smartphone-markets-introducing-apu-like-ryzen-ai-socs/</a>

Rumors

"AMD Rumored To Enter The "Smartphone Markets", Likely Introducing APU-Like "Ryzen AI' SoCs" - Wccftech

New servers offer CPUs with leading 192 core count and memory processing for compute-intensive HPC and mixed-use AI workloads
<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.penguinsolutions.com%2F&amp;esheet=54154963&amp;newsitemid=20241119705071&amp;lan=en-US&amp;anchor=Penguin+Solutions%26%238482%3B&amp;index=1&amp;md5=3aeb7fb43a44c2b8f7a73bdd85bcc4d0">Penguin Solutions&#x2122;</a>, Inc.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PENG#NASDAQ">PENG</a>) today announced availability of its new Altus&#xAE; servers powered by AMD EPYC&#x2122; 9005 Series processors featuring 192 core count and 12 channels of DDR5 memory tailored to run HPC applications at the highest level of performance. Powered by these latest AMD EPYC processors, Penguin Solutions Altus servers offer best in-class price-to-performance value, and are an ideal match to architect HPC and AI infrastructure, including AI clusters that support mixed-use workloads.

Penguin Solutions, Inc. - Ordinary Shares

PENG

Penguin Solutions Announces Availability Of Next-Gen Altus HPC Servers With AMD EPYC 9005 Series Processors

Management

AMD Announces Darla Smith Resigns As Chief Accounting Officer, To Remain VP Until January 2025; Philip Carter Appointed As New Chief Accounting Officer

Advanced Micro Devices, Inc. (NASAQ:AMD) shares are trading higher Monday after the company and International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) announced plans to deploy AMD instinct MI300X accelerators <a href="https://www.benzinga.com/news/24/11/42036772/ibm-to-deploy-amd-instinct-mi300x-accelerators-on-ibm-cloud">on the IBM cloud</a>.
The Details: The MI300X accelerators, expected to be released in the first half of 2025, aim to enhance performance and power efficiency for generative artificial intelligence models and high-performance computing applications used by enterprise clients.
Furthermore, this collaboration will also bring support for AMD Instinct MI300X accelerators to IBM&#8217;s Watsonx AI and data platform, as well as provide AI inferencing capabilities for Red Hat Enterprise Linux
"AMD and IBM Cloud share the same vision around bringing AI to enterprises. We're committed to bringing the power of AI to enterprise clients, helping them prioritize their outcomes and ensuring they have the power of choice when it comes to their AI deployments," said Alan Peacock, General Manager of IBM Cloud. 
"Leveraging AMD's accelerators on IBM Cloud will give our enterprise clients another option to scale to meet their enterprise AI needs, while also aiming to help them optimize cost and performance."
How To Buy Advanced Micro Devices Stock
By now you're likely curious about how to participate in the market for Advanced Micro Devices &#8211; be it to purchase shares, or even attempt to bet against the company.
Buying shares is typically done through a brokerage account. You can find a list of <a href="https://www.benzinga.com/money/best-stock-trading-platforms">possible trading platforms here.</a> Many will allow you to buy ‘fractional shares,' which allows you to own portions of stock without buying an entire share. For example, some stock, like Berkshire Hathaway, can cost thousands of dollars to own just one share. However, if you only want to invest a fraction of that, brokerages will allow you to do so.
In the case of Advanced Micro Devices, which is trading at $139.49 as of publishing time, $100 would buy you 0.72 shares of stock.
If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to ‘go short' a share of stock by lending you the shares to sell. The process of shorting a <a href="https://www.benzinga.com/money/how-to-short-a-stock">stock can be found at this resource.</a> Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading &#8211; either way it allows you to profit off of the share price decline.
See Also: <a href="https://www.benzinga.com/24/11/42026410/nvidia-apple-suppliers-prepare-for-policy-shifts-japans-ai-leap-and-amds-workforce-cut-this-week-in-ai">Nvidia, Apple Suppliers Prepare For Policy Shifts, Japan&#8217;s AI Leap, And AMD&#8217;s Workforce Cut: This Week In AI</a>
AMD Price Action: At the time of writing, AMD shares are moving 4.06% higher at $140.38, according to data form <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Image: Image via Shutterstock

What's Going On With Advanced Micro Devices Stock Monday?

Today, <a href="http://www.amd.com/">AMD</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) showcased its ongoing high performance computing (HPC) leadership at Supercomputing 2024 by powering the world's fastest supercomputer for the sixth straight <a href="http://www.top500.org/">Top500</a> list.
The El Capitan supercomputer, housed at Lawrence Livermore National Laboratory (LLNL), powered by <a href="https://www.amd.com/en/products/accelerators/instinct/mi300/mi300a.html">AMD Instinct&#x2122; MI300A APUs</a> and built by Hewlett Packard Enterprise (HPE), is now the fastest supercomputer in the world with a High-Performance Linpack (HPL) score of 1.742 exaflops based on the latest <a href="https://top500.org/">Top500 list</a>. Both El Capitan and the Frontier system at Oak Ridge National Lab claimed numbers 18 and 22, respectively, on the Green500 list, showcasing the impressive capabilities of the AMD EPYC processors and AMD Instinct GPUs to drive leadership performance and energy efficiency for HPC workloads.

AMD Says El Capitan, Powered By The AMD Instinct MI300A APU, Becomes The Second AMD Supercomputer To Surpass The ExaScale Barrier, Placing #1 On The Top500 List; Continues Setting The Standard For HPC, Powering 50% Of The Top Ten Fastest And 40% Of The Ten Most Energy Efficient Supercomputers In The World

AMD shares are trading higher after the company announced IBM will deploy its instinct MI300X accelerators on the IBM cloud.

IBM To Deploy AMD Instinct MI300X Accelerators On IBM Cloud

Over the week, the tech world buzzed with significant developments. From potential policy shifts affecting Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) suppliers to Japan&#8217;s leap into the AI industrial revolution, the landscape is changing rapidly. Here&#8217;s a quick roundup of the top stories.
Nvidia, Apple Suppliers Brace for Policy Changes
Key suppliers for Nvidia and Apple, including Hon Hai Precision Industry Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>), also known as Foxconn, Pegatron Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PGTRF#OTC">PGTRF</a>), and Quanta Computer (OTC:<a class="ticker" href="https://www.benzinga.com/stock/QUCCF#OTC">QUCCF</a>), are gearing up for a potential surge in U.S. investments amid potential trade policy shifts under a possible second term for Donald Trump.
<a href="https://www.benzinga.com/24/11/42001994/nvidia-and-apple-suppliers-brace-for-trumps-return-foxconn-pegatron-quanta-ready-for-rapid-us-investment-surge-amid-trade-policy-shifts">Read the full article here.</a>
Nvidia and SoftBank&#8217;s AI Supercomputer in Japan
In a significant move towards becoming a global AI powerhouse, Nvidia and SoftBank Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) announced a partnership to establish Japan&#8217;s most powerful AI supercomputer. The collaboration, unveiled at the Nvidia AI Summit Japan, will leverage Nvidia&#8217;s advanced Blackwell platform.
<a href="https://www.benzinga.com/news/global/24/11/41929194/nvidia-and-softbank-to-build-japans-top-ai-supercomputer-on-blackwell-platform-jensen-huang-says-tokyo-is-leaping-into-the-ai-industrial-revolution">Read the full article here.</a>
See Also: <a href="https://www.benzinga.com/media/24/11/41927913/amazon-confirms-vendor-data-breach-affecting-2-8m-employee-contacts-adds-to-growing-list-of-moveit-hack-victims?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Amazon Confirms Vendor Data Breach Affecting 2.8M+ Employee Contacts, Adds To Growing List Of MOVEit Hack</a>
AMD&#8217;s Workforce Cut Amid AI Chip Development Shift
Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) has reportedly decided to lay off approximately 1,000 employees, representing 4% of its global workforce. The move is part of AMD&#8217;s strategic shift towards AI chip development to compete with Nvidia in the data center chip market.
<a href="https://www.benzinga.com/24/11/41961230/amd-plans-to-cut-4-of-workforce-amid-strategic-shift-toward-ai-chip-development-to-rival-jensen-huang-led-nvidias-dominance-report">Read the full article here.</a>
Nvidia&#8217;s Blackwell Chip Revenue Forecast
Ahead of Nvidia&#8217;s third-quarter results announcement next week, Morgan Stanley analyst Joseph Moore has previewed the company&#8217;s outlook. Despite supply constraints on new products, Moore predicts several billion in revenue from Blackwell chips alone in the January quarter, with a more precise figure of between $5 billion and $6 billion.
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41883803/nvidias-blackwell-chip-revenue-could-hit-6-billion-next-quarter-analyst">Read the full article here.</a>
AI Capabilities Plateau, Say Andreessen Horowitz Founders
The founders of venture capital firm Andreessen Horowitz have noted a plateau in artificial intelligence capabilities, citing data shortages and computational limitations as key barriers. This observation aligns with recent statements from Ilya Sutskever, co-founder of OpenAI and Safe Superintelligence (SSI), who acknowledged that results from traditional AI scaling approaches have plateaued.
<a href="https://www.benzinga.com/tech/24/11/41932289/ai-capabilities-plateauing-say-andreessen-horowitz-founders-echoing-concerns-of-openai-co-founder-ilya-sutskever">Read the full article here.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/social-media/24/11/42022443/ibm-disney-and-other-large-advertisers-return-to-elon-musks-x-after-a-year-long-boycott-we-super-appreciate">IBM, Disney And Other Large Advertisers Return To Elon Musk&#8217;s X After A Year-Long Boycott</a></li>
</ul>
Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>

HNHPF

PGTRF

QUCCF

SFTBF

Nvidia, Apple Suppliers Prepare For Policy Shifts, Japan's AI Leap, And AMD's Workforce Cut: This Week In AI

KLAC

LRCX

MCHP

MKSI

MRVL

Shares of semiconductor and chip stocks are trading lower in sympathy with Applied Materials, which fell after its Q1 financial results.

Salesforce Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)&nbsp;AI&nbsp;head, Clara Shih, has departed to pursue another opportunity, the Information <a target="_blank" href="https://www.theinformation.com/briefings/salesforces-top-ai-executive-shih-departs" rel="noreferrer noopener">cited</a> a report from JMP Securities analyst Patrick Walravens.
The departure coincides with Salesforce&#8217;s Agentforce&nbsp;gaining traction, with Northland Capital Partners comparing it with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>). Jim Cramer, host of CNBC&#8217;s &#8220;Mad Money,&#8221; held the platform responsible for the company&#8217;s current upside.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/24/11/41981957/meta-hit-with-841-million-eu-fine-over-antitrust-violations-tied-to-facebook-marketplace" rel="noreferrer noopener">Meta Hit With $841 Million EU Fine Over Antitrust Violations Tied To Facebook Marketplace</a>
Salesforce CEO Marc Benioff aims to <a target="_blank" href="https://www.benzinga.com/news/management/24/11/41978942/salesforce-ceo-marc-benioff-bets-big-on-billion-bots" rel="noreferrer noopener">revolutionize enterprise software</a> by deploying AI agents to handle tasks autonomously, reducing human workloads.
Benioff targets the rollout of a billion AI agents within a year, highlighting strong market demand and scalability.
He believes Salesforce&#8217;s secure data infrastructure will offer a competitive edge, delivering more reliable AI insights.
Salesforce already leverages these AI tools internally across customer service and sales to boost productivity.
Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) also noted the departure of their AI leaders this year.
AMD&#8217;s AI leader, Victor Peng, <a target="_blank" href="https://www.benzinga.com/news/24/07/39913590/amds-president-and-ai-strategy-head-victor-peng-to-retire-vamsi-boppana-to-step-up" rel="noreferrer noopener">retired on August 30, 2024</a>. Vamsi Boppana, SVP of the AI Group, took over the AMD Instinct data center AI accelerator business, enhancing his current role.
In May, Tesla AI Manager Paril Jain left the EV company for his <a target="_blank" href="https://www.benzinga.com/news/24/05/38864517/tesla-ai-manager-who-resigned-doesnt-see-ceo-elon-musks-capacity-eroding-to-retain-talent-amid-layof" rel="noreferrer noopener">co-founded robotics company</a>, The Bot Company.
Salesforce&nbsp;stock surged over 29% year-to-date. The company reported <a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40612926/salesforce-q2-earnings-revenue-beat-eps-beat-reimagining-enterprise-software-with-ai-cfo-transition" rel="noreferrer noopener">second-quarter revenue</a> of $9.33 billion, up 8%, beating the analyst estimate of $9.23 billion. It expects third-quarter revenue of $9.31 billion-$9.36 billion versus a consensus of $9.35 billion.
Price Action: CRM stock is down 1.23% at $327.5 premarket at the last check on Friday.
Also Read:
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<li><a href="https://www.benzinga.com/tech/24/11/41978712/asml-projects-revenue-surge-to-63-billion-by-2030-eyes-ai-and-chip-market-boom" target="_blank" rel="noreferrer noopener">ASML Projects Revenue Surge to $63 Billion by 2030, Eyes AI and Chip Market Boom</a></li>
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Photo by NYCStock via Shutterstock

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MSFT

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Salesforce Loses AI Chief Amid Major Push for Autonomous Agents

On Thursday, Ark Invest, led by Cathie Wood, made significant trades in Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Rocket Lab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>), according to the firm&#8217;s daily trade data.
The Amazon Trade
Ark picked up 28,509 Amazon shares for ARK Autonomous Technology &amp; Robotics ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKQ#BATS">ARKQ</a>), Ark Fintech Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#NYSE">ARKF</a>), and ARK Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>) in a transaction valued at $6.03 million. As of Thursday, Amazon&#8217;s stock closed at $211.48, reflecting a decrease of 1.22%. 
Ark Invest&#8217;s move on Amazon comes in the wake of the e-commerce giant&#8217;s recent launch of a low-cost online storefront, &#8220;Haul&#8221;, designed to <a href="https://www.benzinga.com/news/global/24/11/41949051/whats-going-on-with-amazon-stock-wednesday-2">compete with Chinese e-commerce platforms</a>. According to a report, Amazon initiated discussions with China-based sellers earlier this year about offering a similar service. The exact details of Ark&#8217;s trade in Amazon were not disclosed in the data provided.
The Rocket Lab Trade
Ark Invest sold 627,775 shares in Rocket Lab, valued at almost $10.09 million. The trades were made through the ARKQ and ARKX ETFs. 
This sale followed a significant surge in Rocket Lab&#8217;s shares, which shot up over 28% to $18.83 on Wednesday. As of Thursday, Rocket Lab&#8217;s stock closed at $17.36, reflecting a decrease of 7.81%.
The earlier surge was triggered by the company&#8217;s announcement of better-than-expected <a href="https://www.benzinga.com/24/11/41932662/why-rocket-lab-shares-are-trading-higher-by-around-29-here-are-20-stocks-moving-premarket">third-quarter financial results</a>, a multi-launch agreement with a confidential commercial satellite constellation operator, and a federal defense contract worth up to $8 million.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41963342/elizabeth-warrens-sarcastic-take-on-doges-split-leadership-gets-slammed-by-elon-musk-unlike-you-neither-of-us-are-being-paid?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Elizabeth Warren&#8217;s Sarcastic Take On DOGE&#8217;s Split Leadership Gets Slammed By Elon Musk: &#8216;Unlike You, Neither Of Us Are Being Paid&#8217;</a>
Other Key Trades: 
<ul>
<li>Ark continued to purchase shares of eVTOL companies like Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) and Joby Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) on Thursday. The firm picked up 409474 ACHR shares worth $1.76 million and 303674 JOBY shares worth $1.8 million.</li>
<li>The Wood-led firm purchased 2,706 shares of Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), worth $375,701, through its ARKX fund.</li>
<li>Ark Invest bought shares of Schrodinger Inc (SDGR) and shares of Guardant Health Inc (GH) through its ARK Genomic Revolution ETF (ARKG).</li>
<li>The firm also sold shares of Moderna Inc (MRNA) and shares of Repare Therapeutics Inc (RPTX) through the same ETF.</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/24/11/41890968/bitcoin-kisses-89500-ethereum-dogecoin-extend-trump-victory-rally-how-long-before-btc-hits-100000-analysts-reveal?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Bitcoin Hovers Around $90K, Ethereum, Dogecoin Extend Trump Victory Rally: How Long Before BTC Hits $100,000? Analysts Reveal</a></li>
</ul>
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

ACHR

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Cathie Wood Keeps Betting On Amazon's 'Haul' Play: Ark Loads Up $6M Worth Of Shares

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Appaloosa LP 13F Shows Decreased Stake In Alibaba Group By 5% From 10,500,000 To 10,000,000 Shares; Decreased Stake In Amazon By 8% From 3,475,000 To 3,200,000 Shares;  Decreased Stake In Microsoft By 18% From 1,181,356 To 970,000 Shares; Decreased Stake In Meta Platforms By 33% From 935,000 To 625,000 Shares; Decreased Stake In Oracle By 21% From 2,000,000 To 1,573,394 Shares; Decreased Stake In Advanced Micro Devices By 17% From 1,370,000 To 1,135,000 Shares

Ray Dalio's Bridgewater Associates recently trimmed its Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) stake by 20% in the third quarter 2024, marking a notable reduction in a stock long considered <a href="https://www.benzinga.com/quote/MSFT/news">a tech stalwart</a>.
But Dalio isn't the only prominent investor easing back; Cathie Wood's Ark Invest also trimmed its position in Microsoft, sparking speculation on the future role of Big Tech in high-profile portfolios.
<h3 class="wp-block-heading">Bridgewater's Q3 Picks</h3>
Bridgewater, managing over $17.7 billion, cut its Microsoft stock holding by 220,169 shares, reducing the stock's portfolio weight from 2.54% to 2.12%, according to a Wednesday SEC filing. This shift came as Dalio's fund focused on other assets, with its top buys leaning heavily toward core index holdings, like the iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>), and major players in energy and semiconductor sectors, like Constellation Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NYSE">CEG</a>) and Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
The pivot suggests Bridgewater may be rebalancing in favor of sectors with defensive and growth-oriented plays, possibly seeking stability amid a fluctuating economic environment.
Read Also: <a href="https://www.benzinga.com/news/24/10/41594398/bill-gates-climate-innovation-model-wins-praise-from-ray-dalio-klaus-schwab-but-say-1-trillion-annua">Bill Gates&#8217; Climate Innovation Model Wins Praise From Ray Dalio, Klaus Schwab, But Say $1 Trillion Annual Funding Globally Is Not Enough</a>
<h3 class="wp-block-heading">Ark Invest's Microsoft Cutback: A Nod to Innovation Over Stability?</h3>
Wood's Ark Invest, known for its aggressive focus on innovation, also pared down its Microsoft stock holding, reducing its position by 11.05% in the third quarter.
Unlike Bridgewater, however, Ark's top buys this quarter were technology and biotech names like Tempus AI Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>), Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and 10X Genomics Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXG#NASDAQ">TXG</a>).
The moves highlight Ark's continued commitment to emerging technology and health care, emphasizing disruptive companies over Big Tech mainstays.
<h3 class="wp-block-heading">Broader Implications For Big Tech In Institutional Portfolios</h3>
As both Dalio and Wood adjust their positions, the moves reflect distinct investment philosophies but raise questions about Big Tech's evolving appeal. 
While Bridgewater seems to prioritize diversification and resilience, Ark's lean toward innovation shows a preference for companies positioned to drive future trends rather than rely on established giants. 
This mixed approach underscores the evolving role of Big Tech in dynamic portfolios amid a rapidly shifting economic and innovation landscape.
Read Next: 
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<li><a href="https://www.benzinga.com/news/global/24/11/41939983/microsoft-president-warns-beijings-tech-progress-is-catching-up-with-the-west-people-who-dont-go-to-china-too-often-assume-theyre-behind">Microsoft President Warns Beijing&#8217;s Tech Progress Is Catching Up With The West: &#8216;People Who Don&#8217;t Go To China Too Often Assume They&#8217;re Behind&#8217;</a></li>
</ul>
Image: Shutterstock

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