Stock Movers AMD Rises, Cisco Gains, JPMorgan Edges Higher After News of Trump Dinner
Nov 12, 2025
Christine Aquino, Bloomberg reporter specializing in market analysis, dives into the rising stocks of AMD, Cisco, and JPMorgan. She highlights AMD's forecast of over 35% annual revenue growth, driven by a booming AI chip market projected to hit $1 trillion by 2030. Cisco's partnership with Nvidia sparks discussions on its late arrival in the AI space, despite significant sales growth. Finally, the episode wraps up with insights on JPMorgan's stock gains linked to President Trump's dinner with finance leaders, signaling shifts in business alignment.
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AMD's Massive AI Market Bet
- AMD projects annual revenue growth of more than 35% over the next 3–5 years, signaling aggressive expansion.
- CEO Lisa Su expects the AI chip market to reach $1 trillion by 2030, expanding AMD's addressable opportunity.
AMD Moving Beyond Inferencing
- AMD is moving from inferencing into full model training with GPUs and CPUs validated by hyperscalers and enterprises.
- Bloomberg Intelligence views this as evidence AMD's share within the AI space is widening.
Cisco's Late But Growing AI Push
- Cisco is ramping AI efforts after partnering with Nvidia and showing sales pick-up from AI projects.
- Despite a 20% YTD gain, Cisco shares remain below their dot-com peak and face perception of being late to AI.