Alex Coffey kicks off the trading day with his takeaways from Monday's AMD (AMD) rally and the continued surge in A.I. investing interest. Jefferies upgraded AMD following its OpenAI deal, and Alex says analysts are resetting their coverage after such a big move. Later, he looks at IBM (IBM) following news of an AI partnership with Anthropic and its platform Claude. Finally, Alex and Tom White preview the highly anticipated new vehicle announcement from Tesla (TSLA). Alex says the company will continue to seek out efficiency and scalability as the company is expected to reveal a cheaper Model Y.
Morning Movers
07 Oct 2025
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