AMD & Morgan Stanley
9 shared events · Importance 3 · Last updated Jul 15, 2026
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Business
AMD: AMD is the central company; its stock rose on multiple analyst upgrades, customer win with Turing, and positive demand outlook for AI and server chips.
Morgan Stanley: Morgan Stanley published a supply chain report highlighting surging demand for AMD's next-gen chips, sparking bullish analyst calls.
Jul 06, 2026 · 6 articles
Business
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
May 20, 2026 · 72 articles
Business
AMD: AMD pledged $5 billion to Anthropic, providing access to its latest-generation chips. This deal supports Anthropic's AI infrastructure needs and strengthens AMD's position in AI.
Morgan Stanley: Morgan Stanley is one of the lead banks advising Anthropic on its IPO, positioning it to earn significant fees and enhance its reputation in tech IPOs.
Aug 13, 2026 · 68 articles
Tech
AMD: Similar to Nvidia, AMD could see reduced demand from Meta as the company shifts to in-house chips, though the impact is less immediate.
Morgan Stanley: Morgan Stanley analysts highlighted 'chipflation' as a macroeconomic concern, providing context on rising chip prices.
Apr 20, 2026 · 32 articles
Tech
AMD: AMD is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival AMD's offerings, potentially impacting AMD's market share.
Morgan Stanley: Morgan Stanley provided estimates on the increasing cost share of memory in AI platforms, highlighting the growing financial significance of HBM.
May 31, 2026 · 28 articles
Business
AMD: AMD is part of the Lightwell ecosystem, contributing to security fix distribution.
Morgan Stanley: Morgan Stanley benefits from Lightwell's automated remediation.
Aug 04, 2026 · 8 articles
Business
AMD: AMD' stock rose, reflecting the general positive sentiment in the technology sector driven by AI demand, which aligns with TeraWulf's strategic shift.
Morgan Stanley: Morgan Stanley arranged a $3 billion financing package for TeraWulf's data center expansion strategy.
May 26, 2026 · 6 articles
Business
AMD: AMD is mentioned as a customer for whom Micron Technology designs specialized HBM chips.
Morgan Stanley: Morgan Stanley provided a forecast for global data center construction costs, indicating the massive investment expected in AI infrastructure.
May 19, 2026 · 104 articles
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