Moody's Ratings upgrades AMD's rating to A1; outlook changes to stable

Moody's Ratings (Moody's) upgraded the senior unsecured ratings for Advanced Micro Devices, Inc. ("AMD") and its wholly-owned subsidiary, Xilinx, Inc. ("Xilinx"), to A1 from A2, and the long-term issuer rating of Xilinx to A1 from A2. We affirmed AMD's Prime-1 short-term commercial paper program rat...

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Wedbush Morning Call - Oct 10 2025 6:50AM

Insight Focus on Product Advancements or Fundamentals?

Higher Memory CostsNTAP historically has been somewhat less adept than its peers during periods when memory costs fluctuate.We would not expect any impact on current quarter dynamics or even potentially FQ3 economics given our belief that NTAP pulled some storage purchases forward into CQ2.However,

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Samsung, NVDA: Jensen Huang reportedly confirms Samsung’s HBM3e qualView: Per News1 Korea, Jensen has personally informed Samsung that its HBM3e has passed NVIDIA’s quality qualification tests and that NVDA intends to place orders. The two companies, in turn, are now reportedly fine-tuning details

Wedbush Morning Call - Oct 09 2025 6:44AM

September Sales Review - Lifting PT to NT$1,700

Advanced Micro Devices Inc: 1 director

A director at Advanced Micro Devices Inc sold 2,868 shares at 226.010USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...

Oracle AI cloud margins: Much ado about nothing

The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.

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we see limited impetus for manufacturers to shift lines to alleviate tight conditions (since there is tightness everywhere), a result that we believe will likely prolong shortages for older DRAM parts.Commercial Times, Economic Daily News

AMD/OpenAI: much larger than you thought…

We put overnight the OpenAI / AMD announcement into perspective. Truly transformational in our view, and potentially representing 50% of the startup’s deployments by 2030… including the giant $300bn Oracle contract.

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AMD-OpenAI deal: Our initial cheat sheet – quite something!

AMD announced a partnership with OpenAI this morning to deploy 6 Gigawatts of AMD GPUs. Please follow the link below for our take.

OpenAI Partners with AMD and 10% Ownership Stake; Major Moment in AI R...

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As such, 1) we see a continued opportunity for NVDA (and other US vendors) to again sell parts into China (even assuming capabilities remain limited vs. Western product) and 2) we believe that US vendors should have a significant advantage competing in other geographies (vs. Chinese offerings) assu

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WDC, HDDs: Irving Tan says company will invest $1B in Japan over the next 5 yearsView: WDC said it would invest $1B in Japan over the next five years to help the company drive the next generation of HDD innovation.We believe WDC has a meaningful R&D presence in Japan dating back to its acquisit

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Having said this, the report also notes that while glass substrates are meant to replace silicon interposers, there is not yet a pressing “must-use” need. Net, we continue to believe glass substrates will eventually become the norm (with initial penetration starting at the high end of the market),

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