Why Advanced Micro Devices Stock Just Dropped

Advanced Micro Devices (NASDAQ: AMD) banal tumbled 4.8% done 10:45 a.m. ET this morning.

You tin astir apt convey OpenAI for that.

What's OpenAI got to bash with AMD stock?

OpenAI "missed its ain targets for caller users and revenue" successful 2025, according to a just-released Wall Street Journal report. OpenAI itself calls the study "ridiculous," but artificial quality investors are tense regardless.

Rightly oregon wrongly, the Journal reports that OpenAI's concern is slowing down, failing to deed 1 cardinal play progressive users for ChatGPT past year, with gross maturation slowing, and users jumping vessel to different AIs specified arsenic Anthropic and Alphabet's (NASDAQ: GOOG) Gemini. Despite each this, OpenAI is inactive buying each the AI chips it tin get clasp of, and its costs are retired of control.

Is atrocious quality for OpenAI atrocious quality for AMD, too?

From an AMD investor's perspective, though, I person to ask: And what's truthful atrocious astir that?

OpenAI's maturation is slowing down, you say? Bad quality for OpenAI's pre-IPO investors. But OpenAI's inactive buying tons of chips, right? Well, that's a funny determination for OpenAI to marque -- but it inactive sounds similar bully quality for AMD arsenic it tries to interruption into the marketplace for AI chips!

OpenAI users are defecting to Anthropic and Gemini? Again, lousy quality for OpenAI, but Anthropic and Gemini inactive bargain AI chips, too, yes? They haven't fixed that up?

Well, past that's bully quality for AMD, too!

Long communicative short, portion OpenAI's atrocious quality whitethorn interest OpenAI investors, I neglect to spot wherefore it should beryllium a immense interest for AMD investors. The AI gyration marches on, with OpenAI oregon without it.

Should you bargain banal successful Advanced Micro Devices close now?

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