Stock Movers Closing Bell: Delta Rises, AMD Surges, Paramount Skydance Drops
Nov 12, 2025
Delta Air Lines faces financial challenges due to mandated flight cuts but anticipates recovery during the Thanksgiving holiday. AMD's shares climb as it forecasts over 35% annual revenue growth, with a booming AI chip market projected to reach $1 trillion by 2030. Meanwhile, Paramount-Skydance stocks dip due to a congressional inquiry into its merger. The discussion also touches on investor concerns surrounding Circle Internet Group and Cisco's rising stock driven by AI anticipation.
AI Snips
Chapters
Transcript
Episode notes
AMD Predicts Massive AI Chip Market
- AMD forecasts annual revenue growth above 35% over the next 3–5 years driven by data-center demand.
- CEO Lisa Su expects the total AI chip market to hit $1 trillion by 2030.
Airlines Rally On Reopening Hopes
- Airlines jumped as hopes grew that flight curbs will ease if the government reopens before Thanksgiving.
- Secretary of Transportation Sean Duffy said the administration aims to lift flight curbs within a week after reopening.
Cisco Nears Record On AI Expectations
- Cisco neared its all-time high as investors look for AI tailwinds ahead of earnings.
- The stock gained about 3% on expectations of an AI payoff in upcoming results.