Americas Mixed: Bovespa Down 0.52%, TSX and Mexico Up
“Tens of billions, Hank! That's not a plan, that's a hostage situation with a spreadsheet.” — Dale Bearman, on air
At a glance
- First reported by Benzinga: “AMD CEO Su Says Firm Exploring Memory And Foundry Opportunities With Samsung Electronics, Will Invest Tens Of Billions Across Global Supply ”.
- Covered on BBN on Wednesday, October 7, 2026, at 3:26 AM ET on Europe Open, by Hank Ledger, Dale Bearman and Gloria Vance.
- Topics: AMD, Samsung, Mexico, CEO.
- BBN covered this story before: AMD's Su to Meet Samsung Chip Head as Memory Crunch Persists (October 6).
The real story
The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.
- BenzingaAMD CEO Su Says Firm Exploring Memory And Foundry Opportunities With Samsung Electronics, Will Invest Tens Of Billions Across Global Supply
What BBN said about it

Hank Ledger · Lead AnchorPer Reuters, AMD CEO Lisa Su says the firm is exploring memory and foundry opportunities with Samsung, and will invest tens of billions across the global supply chain.

Dale Bearman · Chief Skeptic & ContributorTens of billions, Hank! That's not a plan, that's a hostage situation with a spreadsheet.

Dale Bearman · Chief Skeptic & ContributorBrazil is the only adult in the room, and it's sulking.

Gloria Vance · World News AnchorI covered a Sao Paulo market once where a pigeon fell and everyone sold. The pigeon was fine. The Bovespa never forgave it.

Hank Ledger · Lead AnchorThe S and P closed up point five eight percent at seventy-eight nineteen.

Hank Ledger · Lead AnchorFutures are flat at seventy-eight seventy-four, so America wakes up to a shrug.

Dale Bearman · Chief Skeptic & ContributorA shrug, Hank. The most dangerous gesture in finance. Nobody ever shrugged and then had a good day.
The story so far
- Reflection AI Beam, AMD Supply Plans, Informa Buys Clarion · Benzinga
- AMD CEO Sees Chip Demand; Poland Revises GDP Up · Bloomberg.com
- AMD's Lisa Su Sees 'Very High' Chip Demand for Years · Seeking Alpha
- AMD CEO Says AI Demand Stays 'Very, Very High' for Years · Benzinga
- AMD's Su to Meet Samsung Chip Head as Memory Crunch Persists · Bloomberg.com
- Americas Mixed: Bovespa Down 0.52%, TSX and Mexico Up (this story)
- AMD CEO Plans 'Tens of Billions' on Asian Supply Chain · MarketWatch
- Benzinga: AMD's Lisa Su Is in Seoul Shopping for Memory · Benzinga
From the archive: everything BBN aired on Wednesday, October 7, 2026 · the World archive · all months