Julie Morgan

Dr. Lisa Su, who has been at the helm of AMD since 2014, added that the rate and pace of change in AI is higher than anything she has seen before.

She said if you ask customers today, they say we need to invest more in AI infrastructure.

She added that companies with the capability, particularly those with strong balance sheets, will have an incremental advantage compared to the competition.

She said there's just insatiable demand.

AMD is up 5 percent in pre-market action.

The company also said its gross margins would range between 55 and 58 percent, better than forecast.

Google is being sued again, this time over its Gemini AI.

A new lawsuit claims that back in October, the company secretly activated Gemini across Gmail, Chat, and Meet, allowing it to collect users' private messages and attachments without their consent or knowledge.

Bloomberg reports that Google once gave users the choice to turn Gemini on, but the suit says that switch flipped automatically, and now turning it off means digging deep into your privacy settings.

The case, filed in federal court in San Jose, accuses Google of using the AI to access and exploit years of private communication.

I have a few other articles to tell you about from our trending news section on Seeking Alpha.

President Trump will host Wall Street CEOs on Wednesday at the White House.

Foxconn sees AI-driven growth in 2026 and teases an open AI announcement.

And the president would like to drill off the coast of California, but the governor calls the plan dead on arrival.

A few items on our Catalyst Watch for the day.

Companies presenting at the Baird Global Industrial Conference include Trane Technologies, Waste Management, and Honeywell.

Chevron is holding its Investor Day.

And Day 4 shareholders are scheduled to vote on Tama Bravo's $70 a share buyout.

On Wall Street at this early hour, Dow, S&P and Nasdaq futures are in the green.

Crude oil is down 1% at $60 a barrel.