Stock Movers AMD Rallies; On Holding Climbs; Sweetgreen in the Green
Nov 12, 2025
Advanced Micro Devices is projecting impressive sales growth, anticipating over 35% annual revenue increase, with a staggering 80% boost in AI-related earnings. On Holding, the sneaker brand endorsed by Roger Federer, raised its sales forecast after a strong Q3 performance, stirring excitement in the market. Sweetgreen's shares surged following Citi's optimistic outlook, suggesting potential sales recovery as the government prepares for reopening. It’s a fascinating mix of tech and retail trends driving stock movements!
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AI Chip Market Could Reach $1 Trillion
- Lisa Su projected the total AI chip market, including accelerators and networking, could hit $1 trillion by 2030. The long-term market sizing helped ease investor concerns about unsustainable CapEx.
AMD Foresees Rapid AI-Driven Growth
- AMD expects annual revenue to grow over 35% for the next 3–5 years driven by AI data center demand. Lisa Su said AI data center revenue should grow about 80% annually over the same period.
Roger Federer Boosts On Holding's Image
- The hosts highlighted Roger Federer backing On Holding and the branded 'Roger Clubhouse' shoe lines. They discussed the lifestyle and tennis crossover helping the brand compete with bigger players.