AMD

Advanced Micro Devices Price

AMD
$231,26
+$1,91(+%0,83)

*Data last updated: 2026-04-08 16:21 (UTC+8)

As of 2026-04-08 16:21, Advanced Micro Devices (AMD) is priced at $231,26, with a total market cap of $361,18B, a P/E ratio of 80,54, and a dividend yield of %0,00. Today, the stock price fluctuated between $227,09 and $234,00. The current price is %1,83 above the day's low and %1,17 below the day's high, with a trading volume of 24,79M. Over the past 52 weeks, AMD has traded between $96,45 to $267,07, and the current price is -%13,40 away from the 52-week high.

AMD Key Stats

Yesterday's Close$220,18
Market Cap$361,18B
Volume24,79M
P/E Ratio80,54
Dividend Yield (TTM)%0,00
Dividend Amount$0,01
Diluted EPS (TTM)2,65
Net Income (FY)$4,33B
Revenue (FY)$34,63B
Earnings Date2026-05-05
EPS Estimate1,27
Revenue Estimate$9,84B
Shares Outstanding1,64B
Beta (1Y)1.963
Ex-Dividend Date1995-04-28
Dividend Payment Date1995-05-24

About AMD

Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as an accelerated processing unit, chipsets, discrete and integrated graphics processing units (GPUs), data center and professional GPUs, and development services; and server and embedded processors, and semi-custom System-on-Chip (SoC) products, development services, and technology for game consoles. The company provides processors for desktop and notebook personal computers under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, AMD FX, AMD A-Series, and AMD PRO A-Series processors brands; discrete GPUs for desktop and notebook PCs under the AMD Radeon graphics, AMD Embedded Radeon graphics brands; and professional graphics products under the AMD Radeon Pro and AMD FirePro graphics brands. It also offers Radeon Instinct, Radeon PRO V-series, and AMD Instinct accelerators for servers; chipsets under the AMD trademark; microprocessors for servers under the AMD EPYC; embedded processor solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series processors brands; and customer-specific solutions based on AMD CPU, GPU, and multi-media technologies, as well as semi-custom SoC products. It serves original equipment manufacturers, public cloud service providers, original design manufacturers, system integrators, independent distributors, online retailers, and add-in-board manufacturers through its direct sales force, independent distributors, and sales representatives. The company was incorporated in 1969 and is headquartered in Santa Clara, California.
SectorTechnology
IndustrySemiconductors
CEOLisa T. Su
HeadquartersSanta Clara,CA,US
Official Websitehttps://www.amd.com
Employees (FY)31,00K
Average Revenue (1Y)$1,11M
Net Income per Employee$139,83K

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Advanced Micro Devices (AMD) Latest News

2026-03-28 15:30

Ark Invest continued to reduce its holdings in technology stocks such as Nvidia on Friday, buying shares in biotech companies

Gate News report, on March 28, Ark Invest Tracker data shows that Ark Invest continued to reduce its holdings in tech stocks on Friday, following a reduction in tech stocks and cryptocurrency ETFs on Thursday, further selling over 58,000 shares of NVIDIA and over 19,000 shares of AMD, which accounts for 0.1%-0.15% of the total value of the fund. Meanwhile, Ark Invest purchased 48,600 shares of biotech company Arcturus Therapeutics.

2026-03-28 15:20

Cathie Wood's Ark Invest continued to significantly reduce its holdings in technology stocks like Nvidia on Friday.

BlockBeats news, on March 28, according to Ark Invest Tracker statistics, following a significant reduction in technology stocks and cryptocurrency ETFs on Thursday, Ark Invest continued to significantly reduce its holdings in technology stocks such as NVIDIA on Friday. This includes a reduction of over 58,000 shares of NVIDIA and over 19,000 shares of AMD, accounting for 0.1%-0.15% of the fund's total value, while only buying 48,600 shares of biotechnology company Arcturus Therapeutics, indicating a shift from reducing AI chips to medical innovation.

2026-03-27 04:37

Nasdaq Falls into Correction Zone | Rewire News Morning Briefing

Nasdaq Confirms Entry into Correction Zone, Brent Crude Surges to $108. Chip Smuggling Case Burns from Court to Capitol Hill, Apple Transforms Siri into an AI Supermarket. * * * 1|Nasdaq Confirms Correction, Oil Prices, War, and AI Fatigue Crushing Tech Stocks Simultaneously ---------------------------- The Nasdaq fell 2.38% on Thursday, marking an 11% cumulative decline from its historical high on October 29 of last year, officially confirming its entry into correction territory. The S&P 500 dropped 1.74% to 6477 points, recording its largest single-day decline since January. The Dow fell 1.01% to 45960 points. Tech stocks are the hardest hit. Meta dropped nearly 8%, with a ruling on social media addiction being the direct trigger. AMD fell over 7%, Nvidia fell over 4%, and the Philadelphia semiconductor index declined 2.9% in a single day. Micron has seen a nearly 20% decline over five trading days, as the market continues to digest the impact of Google's TurboQuant algorithm significantly reducing AI memory demand. The underlying drivers are oil prices and war expectations. Brent crude rose 5.66% to $108, while WTI increased 4.61% to $94.48. European Central Bank President Lagarde warned the same day that the Iran conflict would drive up inflation, hinting at potential interest rate hikes. The market is pricing in a question: Is this a 2025-style buying opportunity during a correction, or the starting point of a triple pressure from war, inflation, and AI valuation reassessment? (Source: CNBC / The Motley Fool / Reuters / The Street) * * * 2|Senators Call for Freezing Nvidia Export Licenses, Chip Regulation Review Powers Come to the Fore ------------------------------ Senators Warren and Banks wrote to the Department of Commerce, demanding an immediate halt to the approval of Nvidia's export licenses for China and Southeast Asia, covering regions including China, Malaysia, Thailand, Vietnam, and Singapore. The two are simultaneously pushing the "Chip Security Act," the core provision of which is to transfer export license review powers from the Department of Commerce to Congress. The timing of this letter is not a coincidence. The Super Micro case exposed a fact: Export licenses issued by the Department of Commerce are being systematically circumvented, with $2.5 billion worth of hardware flowing to places it should not reach through shell companies. Warren and Banks' logic is straightforward: if the executive branch cannot control the licenses, then the legislative branch should take over. The focus of chip regulation is shifting from technical enforcement issues to a power struggle in Washington. (Source: CNN / Fortune / Tom's Hardware) * * * 3|Iran Builds a Renminbi Toll Station in the Strait of Hormuz --------------------- Iran has not only blocked the Strait of Hormuz. Fortune and Al Jazeera report that Iran is charging passing vessels tolls of up to $2 million, with at least two transactions settled in renminbi, facilitated by a Chinese maritime service company as an intermediary. CIPS (Cross-border Interbank Payment System) saw its transaction volume hit a new high for the year in March. As of March 23, at least 20 vessels have passed through this "pay-per-use channel." Shipowners must submit a complete set of documents to intermediaries designated by the Islamic Revolutionary Guard, including IMO numbers, cargo lists, destinations, and crew lists, which are reviewed one by one by naval personnel of the Revolutionary Guard. The Iranian parliament is drafting legislation to make the temporary tolls a permanent system. Trump announced the same day that the deadline for strikes against Iranian energy facilities would be extended to April 6. But the signal here is not a timeline for war escalation; it is about settlement currency. Iran has turned the world's most critical energy choke point into a renminbi-priced toll machine using wartime control. (Continued from the previous report) (Source: Fortune / Al Jazeera / Asia Times / Foreign Policy) * * * 4|Apple Opens Siri to Gemini and Claude, End of OpenAI's Exclusive Era ------------------------------------------- Bloomberg reported on Thursday that Apple plans to open Siri to third-party AI assistants in iOS 27. Users will be able to select whether to direct questions to Gemini or Claude, rather than just ChatGPT. Apple is expected to make an official announcement on June 8 at WWDC. This means OpenAI will lose its exclusive partnership with Apple. On the same day, two side signals completed the picture. Apple is providing its iPhone design team with rare retention bonuses, as OpenAI is aggressively poaching Apple hardware engineers. Meanwhile, OpenAI is also shifting direction; FT reported that Altman issued an internal "Code Red" alert late last year because enterprise customers were three times more likely to choose Anthropic when first procuring AI than OpenAI. OpenAI's share of the enterprise market has dropped from 50% in 2023 to 27%. Apple acknowledges it cannot produce top-tier AI, but it intends to allow every AI to compete for the entry to 1 billion users. What OpenAI is losing is not just a partner, but an exclusive channel. (Source: Bloomberg / MacRumors / FT / Entrepreneur / TechCrunch) * * * 5|Fannie Mae Accepts Crypto-Backed Mortgages for the First Time, Bitcoin Enters Housing Credit System ------------------------------------- Coinbase and online lender Better have jointly launched the first crypto-backed mortgage product approved by Fannie Mae. Borrowers can pledge Bitcoin or USDC as collateral for the down payment while retaining ownership of the assets, avoiding taxable events triggered by sales. Interest rates are 0.5 to 1.5 percentage points higher than standard 30-year rates. A key provision is that there are no additional margin requirements, meaning a plummet in Bitcoin prices will not trigger forced liquidation; only accounts that are overdue by 60 days will enter the liquidation process. On the same day, another line is progressing in parallel. The White House has approved a review of crypto access rules for 401(k) retirement accounts, which, if ultimately lifted, will open the crypto asset door to a $10 trillion retirement market. This is not a victory party for the crypto industry; it is traditional financial infrastructure deciding to absorb crypto liquidity. When Fannie Mae's name appears on crypto products, the signal is clear: the federal housing credit system has accepted Bitcoin as an asset class. (Source: CoinDesk / Bloomberg / WSJ / Fortune) * * * 6|Shield AI Valuation Rises 140% in a Year to $12.7 Billion, Wartime Economy Reshapes Military Capital ------------------------------------------- Defense AI startup Shield AI announced it has raised $2 billion at a valuation of $12.7 billion (with $1.5 billion in equity and $500 million in preferred shares), up from a valuation of $5.3 billion a year ago. The lead investors are Advent International and JPMorgan's Strategic Investment Division. The direct reason for the valuation jump is that Shield AI's Hivemind autonomous flight system was selected for the U.S. Air Force's collaborative combat drone project, providing software for Anduril's Fury unmanned combat aircraft. On the same day, FT reported that Carlyle and KKR are building two data centers for the U.S. Army, each costing $2 billion. Traditional PE giants are treating military infrastructure as an asset class for allocation. Shield AI's valuation could not have risen 140% in peacetime. The real signal is the source of capital; it's not venture capital but institutional investors like JPMorgan and Advent betting that the wartime economy is a long-term state. (Source: TechCrunch / Reuters / Bloomberg / FT) * * * Also Worth Knowing ↓ ------- David Sacks' 130-day term as AI+Crypto Czar has expired, transitioning to Co-Chair of PCAST. The White House will no longer appoint new czars. During his tenure, Sacks pushed for the crypto executive order and Bitcoin reserve plan, but legislation on stablecoins and market structure remains unfinished. (Source: CNBC / Axios) Goldman Sachs estimates that the Iran war will eliminate 10,000 jobs monthly, hitting leisure hotels and retail hardest. Economist Pierfrancesco Mei's model shows Brent crude's average price in March was $105, and it could surge to $115 in April. Gen Z has the highest concentration in the hotel and dining industry and will be the most impacted. (Source: Fortune / Goldman Sachs) (Continued from the previous report) JPMorgan states that Bitcoin has shown safe-haven demand during the Iran war, while gold and silver have dropped due to ETF redemptions. $14 billion in Bitcoin quarterly options will expire on Friday, the largest amount this year. The traditional narrative of safe-haven assets is loosening. (Source: CoinDesk / The Block / JPMorgan) Cohere and Mistral released open-source voice models on the same day, entering a price war in the AI voice market. The Cohere model has 2 billion parameters and can run on consumer-grade GPUs. The Mistral model can run on smartwatches. ElevenLabs' paid moat is narrowing. (Source: TechCrunch / VentureBeat) The China Academy of Information and Communications Technology, together with more than 40 units, has released the first industry standard in the field of embodied intelligence, effective June 1. The standard covers benchmark testing methods and system frameworks. On the same day, Suton JuChuang announced its first quarterly profit, with annual sales of 300,000 robotic lidar units, ranking first globally. (Source: 36Kr / CCTV News) Helium shortages are beginning to impact the tech supply chain. Executives from multiple semiconductor companies confirmed the effects at CERAWeek. Helium is a key cooling material for chip manufacturing and fiber optic production, and the Iran war and Qatar's production disruptions have exacerbated supply tightness. (Source: Reuters) Click to learn about job openings at BlockBeats. **Welcome to join the official BlockBeats community:** Telegram subscription group: https://t.me/theblockbeats Telegram discussion group: https://t.me/BlockBeats_App Twitter official account: https://twitter.com/BlockBeatsAsia

2026-03-17 13:08

Tether introduces the BitNet LoRA framework, supporting large model training on mobile devices

Gate News Report, March 17 — Tether's QVAC Fabric has launched the world's first cross-platform LoRA fine-tuning framework for Microsoft BitNet (a one-bit LLM), significantly reducing the memory and computing power requirements for training large models. The framework supports LoRA fine-tuning and inference acceleration on Intel, AMD, Apple Silicon M series, and mobile GPUs (including Adreno, Mali, and Apple Bionic).

2026-03-11 10:39

Michael Burry Accuses Nvidia of Spending $150 Million to Block AMD from Securing Oracle AI Data Center Contract

Gate News: On March 11, investor Michael Burry, known for predicting the 2008 subprime mortgage crisis, posted allegations that NVIDIA engaged in anti-competitive behavior in the AI data center projects with Oracle and OpenAI. Burry claimed that OpenAI withdrew from its partnership with Oracle because OpenAI wanted NVIDIA's next-generation Ruben chips, rather than the Blackwell chips that Oracle had heavily financed. OpenAI believed "the infrastructure isn't built yet, and the chips will become outdated." Subsequently, NVIDIA intervened, spending approximately $150 million to prevent AMD from taking over the contract. Burry described this behavior as "like the Mafia" and said it should be part of an antitrust case. He also revealed that the U.S. Department of Justice has been investigating NVIDIA for nearly two years, but he believes no lawsuit will be filed under the Trump administration. Burry mentioned that Oracle and OpenAI still maintain a partnership, and Meta has taken over the construction projects abandoned by OpenAI. He stated that although "the AI industry community says it's no big deal," this is "definitely a major issue." Neither NVIDIA nor the U.S. Department of Justice has publicly responded to these allegations. The DOJ has indeed been investigating NVIDIA for antitrust violations since 2024, and in September 2025, issued subpoenas to NVIDIA and third-party companies.

Hot Posts About Advanced Micro Devices (AMD)

zkProofInThePudding

zkProofInThePudding

3 hours ago
Listen, I often see questions about PO3 in the community, so I decided to share my perspective on this scheme. In short, PO3 stands for Power Of Three, meaning the power of three stages. They are called AMD — accumulation, manipulation, and distribution. Let's start with accumulation. At this stage, the price usually forms three resistance peaks and three support levels. Three rebounds upward are three times when the market rejects growth; three supports are three times when the price finds a foothold. If everything goes according to plan, the market will break through these three resistance levels and move upward. But if it turns downward, the entire support system will collapse. Next comes the manipulation phase. This part is interesting. This stage can last two to three months, during which large players start playing with retail traders. They create false signals, making people think the price is falling, then suddenly reverse the market. During this period, many set stop-losses and get liquidated, while big marketers buy assets cheaply. It’s precisely this manipulation that filters out weak players from the market. And finally, distribution — this is when PO3 transitions into a bullish trend. At this stage, everyone starts selling their positions, the price rises, and everyone wants to make a profit. There may be sideways movement, but the essence remains the same — it’s an active movement phase. Currently, I see that BTC is forming exactly this PO3 scheme on the hourly chart with sideways movement. The price is now around 72.07K, with a gain of about 5.48% over the day. It’s interesting to watch how PO3 unfolds in real time. If you understand this scheme, you see the market completely differently.
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MEV_Whisperer

MEV_Whisperer

10 hours ago
Been looking at blockchain ETFs lately and honestly there's more going on in this space than a lot of people realize. Everyone talks about Bitcoin and Ethereum price swings, but the real infrastructure play might be worth paying attention to. Blockchain technology itself has become a legitimate investment category, and some serious money is flowing into it through ETFs. So what exactly are blockchain ETFs? They're basically funds that let you get exposure to companies building and using blockchain tech without having to pick individual stocks. You're buying a basket of holdings all in one go, which is way simpler than trying to figure out which crypto-adjacent companies to invest in. I was digging into the biggest blockchain ETFs by assets and found some interesting patterns. The Amplify Transformational Data Sharing ETF (BLOK) sits at the top with around 893 million in assets. What's different about this one is it's actively managed, not just passively tracking an index. They've got 51 holdings spread across mining, platforms, and applications. Top picks include Metaplanet, Robinhood Markets, and Galaxy Digital. Then there's the VanEck Digital Transformation ETF (DAPP) with 182 million in assets. This one tracks companies getting at least 50 percent of revenue from digital assets and crypto infrastructure. Only 22 holdings but pretty focused. Coinbase shows up here too, along with MicroStrategy. Fidelity's offering (FDIG) has been gaining traction with 170 million in assets. Their expense ratio is the lowest on this list at 0.4 percent, which matters if you're holding long-term. They've got 49 holdings mostly in tech services. Global X Blockchain (BKCH) launched more recently in 2021 with 162 million in assets. They track a different index but cover similar ground—mining, applications, digital asset transactions. Second-lowest expense ratio at 0.5 percent. Rounding out the top five is First Trust (LEGR) with 99 million in assets. This one's interesting because they went deep with 102 holdings, including semiconductor plays like NVIDIA and AMD. Makes sense when you think about it—mining hardware is part of the blockchain ecosystem. What's worth noting is these blockchain ETFs give you exposure to the infrastructure layer, not just the tokens themselves. Companies like Microsoft and IBM have invested in blockchain for a reason—they see applications in supply chain, fintech, and other sectors beyond crypto. If you're thinking about getting into blockchain ETFs, the expense ratios matter more than people think. Over time, that 0.4 to 0.73 percent difference compounds. Also worth checking which holdings align with your thesis on where blockchain is actually heading. Personally, I've been tracking these on Gate to compare performance against direct crypto holdings. The diversification angle is interesting—you get mining, exchanges, infrastructure, all in one fund. Whether that's better than picking individual plays depends on your risk tolerance and how much research you want to do.
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K-LinePoet

K-LinePoet

11 hours ago
On Wednesday, the three major indexes rose, with bitcoin-related stocks and technology stocks gaining ground. Several strong economic data releases boosted investor sentiment. The ADP report said that in February, private-sector companies added more jobs than expected. In addition, the U.S. non-manufacturing sector recorded growth that beat expectations last month, and inflation pressures eased somewhat.   【U.S. stocks】As of the close, the Dow Jones rose 238.14 points, up 0.49%, to 48739.41; the Nasdaq rose 290.79 points, up 1.29%, to 22807.48; and the S&P 500 Index rose 52.87 points, up 0.78%, to 6869.50. Alcoa (AA.US) fell 3.5%, while Micron Technology (MU.O), Intel (INTC.O), and AMD (AMD.O) all rose by more than 5%; NVIDIA (NVDA.O) rose by more than 1%. The Nasdaq Golden Dragon China Index rose 0.8%, while NIO Inc. (NIO.N) rose 5%.   【European stocks】Germany’s DAX 30 rose 432.48 points, up 1.82%, to 24185.50; the UK’s FTSE 100 rose 76.52 points, up 0.73%, to 10560.65; France’s CAC 40 rose 63.89 points, up 0.79%, to 8167.73; Europe’s STOXX 50 rose 98.12 points, up 1.70%, to 5869.85; Spain’s IBEX 35 rose 419.67 points, up 2.46%, to 17482.07; and Italy’s FTSE MIB rose 842.04 points, up 1.89%, to 45310.50.   【Asian stock markets】Japan’s Nikkei 225 fell 3.61%, South Korea’s KOSPI fell by more than 12%, and Indonesia’s Jakarta Composite fell by more than 4.5%.   【Cryptocurrencies】Bitcoin surged by more than 7.2% to $73,307.34; Ethereum jumped by more than 8% to $2,149.98. Concept stocks related to the crypto space broadly rose. Coinbase (COIN.US) rose by more than 14.5%, Strategy (MSTR.US) rose by more than 10%, Robinhood (HOOD.US) rose by more than 8%, and Circle (CRCL.US) rose by more than 5.6%.   【Oil】Light crude oil futures for April delivery on the New York Mercantile Exchange rose by $0.10, closing at $74.66 per barrel, up 0.13%; the London Brent crude futures price for May delivery closed at $81.40 per barrel, unchanged from the prior trading day.   【U.S. Dollar Index】The U.S. Dollar Index, which measures the dollar against six major currencies, fell 0.28% that day and closed at 98.764 in the late trading hours of the FX market. As of the close of New York FX trading, 1 euro was worth $1.162, higher than the prior trading day’s $1.1603; 1 pound was worth $1.3351, higher than the prior trading day’s $1.3334. 1 U.S. dollar was worth 157.15 Japanese yen, lower than the prior trading day’s 157.76 yen; 1 U.S. dollar was worth 0.7800 Swiss francs, lower than the prior trading day’s 0.7822 Swiss francs; 1 U.S. dollar was worth 1.3669 Canadian dollars, higher than the prior trading day’s 1.3667 Canadian dollars; and 1 U.S. dollar was worth 9.1761 Swedish kronor, lower than the prior trading day’s 9.2882 Swedish kronor.   【Metals】Spot gold rose 0.96% to $5,139.31. Spot silver was steady, at $83.504.   **【Macroeconomic news】**   Federal Reserve Beige Book: The U.S. economy in most regions expanded slightly to moderately. The Beige Book said that over the past few weeks, economic activity in most U.S. regions grew at a slight to moderate pace, but an increasing number of areas reported that economic activity was flat or declining. In many jurisdictions, rising economic uncertainty, increased price sensitivity, and lower-income consumers cutting spending weighed on sales performance. Employment levels were generally stable overall, even as businesses sought to use artificial intelligence to improve efficiency. Of the Fed’s 12 districts, 8 reported inflation at a moderate level.   U.S. February ADP employment increased by 63,000, the highest level in three months. Data released by ADP, a major U.S. human resources and payroll company, showed that in February, the number of new jobs added in the U.S. private sector was 63,000, the highest level since November of last year. This result beat the market expectation of 50,000 jobs. However, January data was revised significantly downward, from 22,000 to 11,000. The source of job growth was highly concentrated. The education and health care services sector added 58,000 positions, accounting for the dominant share of incremental growth; construction contributed 19,000 positions, ranking second. These two industries together offset stagnation and even contraction in most other sectors. Meanwhile, professional and business services fell by 30,000 positions, manufacturing fell by 5,000 workers, and trade, transportation, and utilities fell by 1,000. Despite the Trump administration’s efforts to spur a return of manufacturing through tariff policies, manufacturing employment continued to decline.   Venezuela’s main oil export hub is seeing export volumes near a seven-year high. After three months under the Trump administration’s control of the sale of Venezuelan oil, crude exports from Venezuela’s main export hub surged to the highest level in years in March. According to a preliminary loading plan, shipments from Jose Port—which is the country’s main oil export port—were expected to jump to 848,000 barrels per day in March. If this figure is realized, it would be Jose Port’s highest outbound volume since 2019. Export volumes are being supported by ongoing naphtha imports; this naphtha is used to dilute Venezuela’s extra-heavy crude so it can be transported via pipeline for export. As in February, at least five batches of these base-oil products are planned to be unloaded in Venezuela this month.   Analysis: Bitcoin breaks through $72,000 and could quickly rise to $80,000. According to CoinDesk, in the $72,000 to $80,000 range, there are thinly supplied areas of bitcoin. Data from Glassnode shows that relatively few bitcoins changed hands the last time within this range. Only about 1% of circulating bitcoins are located in this price band. Since there are few holders who established positions in this range, if the price starts breaking above it, the resistance the market may face could be limited. In practice, this means that if bitcoin successfully breaks $72,000, the move toward $80,000 could be completed relatively quickly. Historically, the trading time for bitcoin in the $72,000 to $80,000 range has been very short. In November 2024, after Trump won the U.S. presidential election, the price of bitcoin surged rapidly, with almost no trading volume forming in that range. In addition, earlier this year, bitcoin fell from around $80,000 to $70,000 at the end of January, then further declined to around $60,000 on February 6; this drop was completed within just a few days. Supply dynamics can be observed through Glassnode’s realized price distribution (URPD) metric. URPD shows the price level at which unspent transaction outputs (UTXOs) last moved, effectively mapping the purchase cost of existing bitcoin holders. CoinDesk Research noted that during bitcoin’s recent consolidation in the $60,000 to $70,000 range, more than 400,000 BTC were accumulated, indicating strong support below the current price.   **【Individual stock news】**   Broadcom’s revenue guidance disappoints some investors, highlighting concerns about AI. Broadcom’s second-quarter revenue outlook disappointed investors, indicating that its progress in AI computing is slower than previously expected by some. The company’s second-quarter revenue (for the period ending May 3) was about $22 billion; analysts’ prior average forecast was $20.5 billion, while some estimates even exceeded $22 billion. Its stock showed almost no change in late trading; after the company released its earnings, the market did not see much volatility. As of Wednesday’s close, Broadcom shares were down 8.3% in 2026. This muted reaction reflects the extremely high bar faced by AI companies in 2026. Investors are increasingly worried about a bubble in AI investment. Even the large earnings report released last month by NVIDIA triggered a drop in the share price.   Seven large technology companies agreed to cover the power costs for their data centers. According to reports, seven tech giants—Microsoft (MSFT.US), Google (GOOG.US,GOOGL.US), Amazon (AMZN.US), Meta (META.US), Oracle (ORCL.US), OpenAI, and Musk’s xAI—have committed to cover their own AI data center electricity bills, invest in power grids and local communities, and limit increases in residential electricity rates. Trump said this initiative could ease opposition to AI. These companies also promised to negotiate new electricity rates in the states where the data centers are located, and to open backup generation facilities when the power grid is under stress. Analysts believe the commitment lacks details and accountability mechanisms, making it difficult to quickly change local conditions, and that smaller businesses will still bear the work of building data centers and signing contracts with electricity providers.   Amazon lays off staff in the robotics division. Reports say Amazon (AMZN.US) laid off workers in its robotics division this week, the latest move in its broad cost-cutting effort. Amazon robotics vice president said the adjustments are difficult but necessary, emphasizing that the robotics business remains a strategic priority. The number of layoffs has not been clarified. This round of layoffs is part of Amazon’s ongoing streamlining since late 2022—so far, the company has cut more than 57,000 corporate positions, and it is also shutting down underperforming businesses (such as Fresh and Go convenience stores). An Amazon spokesperson said this time only a small number of roles in the robotics division were eliminated; the company will still hire and invest in strategic areas, and provide support such as severance pay to affected employees. It is reported that the division has recently slowed a new warehouse robotics project and shifted to a new system. As of the end of last year, Amazon employed about 1.58 million people globally, including 350,000 in corporate and technical roles. CEO Andy Jassy is pushing for a flatter organization and less bureaucracy, while the company also expects 2026 capital expenditures to reach $200 billion, focusing on AI data centers.   The CEO of Western Digital focuses on building higher-capacity hard drives rather than simply increasing output. Reports say that in the face of a surge in global data storage demand, Western Digital is focusing on producing higher-capacity hard drives rather than merely expanding shipment volumes. In an interview, the company’s CEO Chen Weili said: “We do not increase the number of hard drive units shipped; instead, we use technology to increase capacity per drive.” Benefiting from the explosive growth of AI data centers and tight storage supply, Western Digital’s 2026 hard drives are essentially sold out. The company and Seagate jointly lead the global hard drive market. Driven by the storage-demand boom, Western Digital’s stock price is up 57% year-to-date, and the gain in 2025 is as high as 282%. On Wednesday, during intraday trading, it rose as much as 8.8% to $272.76. Chen Weili said that video applications are also greatly driving storage demand, giving the company more confidence in the market outlook. He also said that the conflict in the Middle East has limited impact on the company’s supply chain; local employees and business operations have not been materially affected, and the company is continuing to closely monitor the situation.
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