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Zyphra launches ZAYA1 8B open reasoning model trained entirely on AMD Instinct MI300 GPUs

Zyphra launches ZAYA1 8B open reasoning model trained entirely on AMD Instinct MI300 GPUs

Zyphra has released ZAYA1 8B, an open reasoning mixture-of-experts model with 8 billion parameters and just 760 million active. It matches bigger rivals on benchmarks, including AIME 2025, and was trained end to end on AMD Instinct MI300 GPUs. The model uses “Markovian RSA” to think longer without context overflow and ships under Apache 2.0 for immediate commercial use.

Summarised by Beize from a story on Venture Beat on 8 May 2026
Dow S&P Nasdaq surge as AMD rockets 19 percent and oil crashes on Iran peace hopes

Dow S&P Nasdaq surge as AMD rockets 19 percent and oil crashes on Iran peace hopes

Wall Street surged as the Dow jumped about 650 points and the Nasdaq gained sharply, powered by a dramatic 19% jump in AMD shares. Traders also latched onto rising U.S.-Iran ceasefire hopes, which drove oil prices down, eased inflation worries, pushed bond yields lower, weakened the dollar, and lifted gold to new highs.

Summarised by Beize from a story on The Economic Times on 6 May 2026

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AMD stock jumps 19% after blockbuster earnings as AI demand shifts the chip power race

AMD stock jumps 19% after blockbuster earnings as AI demand shifts the chip power race

AMD shares surged about 19% after results topped expectations, sending the company up by more than $110 billion in market value in a single session. Beyond the immediate earnings beat, investors appear to be reacting to a deeper signal: accelerating AI infrastructure demand is reshaping how semiconductor buyers allocate the next wave of computing power.

Summarised by Beize from a story on The Economic Times on 6 May 2026
AMD calls AI demand strong forecasts revenue beat and shares surge 12% on data center momentum

AMD calls AI demand strong forecasts revenue beat and shares surge 12% on data center momentum

Advanced Micro Devices expects second-quarter revenue to top forecasts as demand for its AI chips remains strong. Growth is especially visible in its data center segment, where customers are scaling deployments. Still, AMD faces tougher competition from Intel, and a potential global memory chip shortage could weigh on consumer electronics sales. Shares are already up sharply this year.

Summarised by Beize from a story on The Economic Times on 6 May 2026
AMD stock surges after earnings forecast lifts second quarter revenue above Wall Street expectations

AMD stock surges after earnings forecast lifts second quarter revenue above Wall Street expectations

Advanced Micro Devices shares jumped after the company’s earnings call forecast second-quarter revenue above Wall Street expectations. The upbeat guidance signaled stronger demand and confidence in upcoming performance, driving investors to reprice the stock quickly. The move underscores how sensitive markets remain to forward-looking revenue targets, not just past results.

Summarised by Beize from a story on The Economic Times on 6 May 2026
Nvidia and chip peers tumble as AI spending fears spark broad Magnificent Seven selloff

Nvidia and chip peers tumble as AI spending fears spark broad Magnificent Seven selloff

Nvidia, AMD, and Intel led a sharp fall in chip stocks as AI spending worries hit sentiment ahead of major mega-cap earnings. The Magnificent Seven opened broadly lower, with just Apple gaining. Higher oil and elevated bond yields added pressure on valuations, while concerns over OpenAI revenue growth further cooled AI optimism.

Summarised by Beize from a story on The Economic Times on 28 Apr 2026

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Cathie Wood trims AMD stake after shares surge 72% in a month, shifts firepower to Amazon

Cathie Wood trims AMD stake after shares surge 72% in a month, shifts firepower to Amazon

Cathie Wood sold more than $74 million worth of Advanced Micro Devices shares after the stock surged 72% in just one month. She simultaneously increased exposure to Amazon. Even as ARK ETFs saw outflows, Wood doubled down on innovation, rejecting fears that an AI-driven market bubble could be forming.

Summarised by Beize from a story on The Economic Times on 27 Apr 2026
Nvidia crosses 5 trillion market cap as AI chip demand outpaces supply

Nvidia crosses 5 trillion market cap as AI chip demand outpaces supply

Nvidia has crossed a $5 trillion market cap as investors rush toward its AI chips amid a surge in demand. The broader rally is spilling into AMD and Intel as AI infrastructure projects accelerate faster than chip supply can keep up. The result is a sharp valuation jump driven less by replacement cycles and more by the race to build computing capacity now.

Summarised by Beize from a story on The Economic Times on 25 Apr 2026
AMD stock tops 300 as AI chip demand and upgrades spark a fresh surge

AMD stock tops 300 as AI chip demand and upgrades spark a fresh surge

AMD shares are climbing quickly and breaking above the $300 mark as surging AI chip demand meets fresh analyst upgrades and optimistic price targets. Support is also coming from a broader semiconductor upcycle and continued spending by major tech firms. Investors are now focused on AMD’s upcoming earnings, which could confirm the rally—or signal a slowdown.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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