Stock Movers AMD Rallies, Dell Gains, Fair Isaac Tumbles on Rival Equifax's Services
Oct 8, 2025
Advanced Micro Devices is on a winning streak, rallying over 40% thanks to a deal with OpenAI that positions it as a strong competitor against Nvidia in AI computing. Dell has also raised its growth outlook significantly, driven by robust demand for AI products, although concerns about profit margins have emerged. Meanwhile, Fair Isaac faced a tumble as a price war for mortgage credit scores heated up, with Equifax offering competitive rates that could shake up the industry.
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AMD Deal Expands AI Compute Ecosystem
- AMD's shares rallied over 40% in three days after a chip-sale agreement with OpenAI, signaling strong investor enthusiasm for AI partnerships.
- Analysts say the deal expands the AI computing ecosystem rather than crowding out NVIDIA, showing huge demand for more compute.
Dell Ups Growth Estimates On AI Demand
- Dell raised its sales and profit growth outlook, roughly doubling estimates and citing strong demand for AI products and servers.
- Analysts note durable demand and possible market-share gains, but warn margins could be pressured by high-cost AI equipment.
Margin Risk Looms Over AI Revenue Gains
- The key investor question for Dell is whether AI server demand will erode profit margins given high equipment costs.
- Observers compare this to Oracle's cloud margins, warning revenue growth can arrive with lower-than-expected profitability.
