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rewrite this title and make it good for SEOInvesting.com’s stocks of the week By Investing.com

Investing.com by Investing.com
October 11, 2025
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rewrite this title and make it good for SEOInvesting.com’s stocks of the week By Investing.com
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Investing.com — U.S. equities plunged on Friday in reaction to Trump threatening “massive” tariffs on China. Stocks are currently on track to end the week lower. 

Here were some of the big-name movers over the past few days:

There’s probably only one place to start. AMD surged Monday, rising over 23% after the company announced a multi-year agreement to supply artificial intelligence chips to OpenAI.

The deal is expected to generate tens of billions of dollars in annual revenue for Advanced Micro Devices and includes an option for OpenAI to acquire up to approximately 10% of AMD’s equity.

“This deal is designed to be mutually beneficial to OpenAI and AMD, and more pointedly drive the stock higher,” stated Barclays, raising its target for the stock to $300 from $200 per share, maintaining an Overweight rating.

 

Confluent is another name that rallied this week (+11.2% as of Friday, 1:30 pm ET). The jump followed reports that the company is exploring a potential sale after drawing interest from technology companies and private equity firms.

“We are not surprised by the news given the recent up-tick in consolidation in the broader data management sector,” Wolfe Research said in a note. “We think CFLT is a strategic asset and believe , a data platform like S, or NOW would make the most sense.”

The firm added that they see a potential takeout price of $30 per share.

Oracle shares dropped earlier in the week before recovering, now up around 2.9%. The decline on Tuesday came after The Information reported that internal company data it had seen shows the financial challenge of renting out chips. 

The report is said to have revealed that Oracle is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidia’s chips.

However, Mizuho reiterated an Outperform rating on the stock following the news, saying it “sees minimal incremental information in the article beyond surfacing key debates that we already addressed in our recent note.”

The firm said in its note on Tuesday that it views the “weakness as a buying opportunity,” and remains “bullish into ORCL’s AI World/Financial Analyst Day next week, which we view as a major catalyst where the company will clarify many of these debates.”

Applovin shares declined more than 17% over the past few sessions following reports that the Securities and Exchange Commission is investigating the company’s data-collection practices.

Bloomberg, citing people familiar with the matter, reported Monday that the SEC is examining whether AppLovin violated platform partners’ service agreements to deliver more targeted advertising to consumers.

However, Bank of America reiterated its Buy rating on the stock, describing the selloff as “a particularly attractive buying opportunity based on what we know today.”

Ford is another name that took a tumble, falling over 6% this week.

The decline follows news that a major fire at a New York aluminum plant could disrupt the automaker’s operations.

Reuters reported that the September 16 fire at a Novelis plant is expected to impact production of Ford’s best-selling F-150 vehicles for months.

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