AMD Jumps 9.20% on AI Outlook, Nvidia Stutters 11/12/25

12/11/2025
AMD Jumps 9.20% on AI Outlook, Nvidia Stutters 11/12/25

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AMD Jumps 9.20% on AI Outlook, Nvidia Stutters 11/12/25
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Apple, the iPhone maker, is pushing back against claims that lower developer fees in the European Union have benefited consumers. The company stated that a study it commissioned found app developers have not passed on cost savings to users, despite Apple allowing them to distribute apps outside its App Store and opt out of its in-app payment system, which typically charges commissions of up to 30%. This move by Apple was in response to the EU’s Digital Markets Act. Investors will be watching how this regulatory battle continues to unfold, and whether the EU presses further on these tech giants regarding consumer pricing.
Shifting gears to the chip sector, Nvidia’s stock was relatively flat around $193.24 early today, but it faced pressure after Japan’s SoftBank Group disclosed it had sold a substantial $5.83 billion stake in the chip maker. This news caused Nvidia shares to fall 3% yesterday. Despite the institutional selling, there’s still strong underlying demand for artificial intelligence hardware, as reported by Foxconn Technology Group, a key player in electronics manufacturing. This highlights the push-pull dynamics for Nvidia: massive investor interest in AI versus significant portfolio adjustments by large holders.
Meanwhile, another major player in the semiconductor space, Advanced Micro Devices, or AMD, saw its stock surge impressively. Shares were up $14, or 6%, in premarket trading, and by 11 a.m., they had climbed a remarkable 9.20%. This spike followed comments from CEO Lisa Su, who confidently stated that AMD could achieve a “double-digit” share of the lucrative data center AI market within the next three to five years. This market is currently dominated by its rival Nvidia. Investors are clearly reacting positively to AMD’s ambitious outlook and its potential to capture a larger piece of the rapidly growing AI pie.

Keywords: AAPL, AI hardware, AMD, Advanced Micro Devices, Apple, EU Digital Markets Act, Lisa Su, NVDA, SoftBank Group, app store, chip maker, commissions, data center AI, developer fees, market share, semiconductor, stake sale, stock performance, stock surge, tech regulationsThe post AMD Jumps 9.20% on AI Outlook, Nvidia Stutters 11/12/25 first appeared on Rapid Money Radio.