AMD

Everything Filings Intel has said about AMD across all issues.

• 10-Q · 2026-05-06 Issue 4 · bullish
  Q1 revenue $10.3B (+38%); OpenAI + Meta warrants for 320M shares at $0.01 strike; Meta commits 6GW of AMD GPUs
• 8-K · 2026-05-05 Issue 4
  Q1 2026 earnings furnishing

• AMD's $0.01 warrants — vendor financing as equity Issue 4
  Alongside: NVDAMETA
• Meta commits 6 gigawatts of AMD GPUs — half of AVGO's TPU thunder, gone Issue 4
  Alongside: METANVDAAVGO
• The Issue 03 capex thesis holds — chip tier confirms Issue 4
  Alongside: ANETNVDAAVGOVRT
• Intel may exit leading-edge node manufacturing Issue 2
  Alongside: INTCTSM
• Intel drafts the eulogy for 14A (lab-cautioned) Issue 2
  Alongside: INTCTSM