Tuesday, October 7, 2025

A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; OpenAI deals also boosted Shopify and Etsy stocks (Matt Levine/Bloomberg)

Matt Levine / Bloomberg:
A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; OpenAI deals also boosted Shopify and Etsy stocks  —  OpenAI/AMD, Antifraud Co., M&A scoops, World Cup tickets, Gary Gensler's cell phone and Citadel Insecurities.  —  OpenAI/AMD



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...