Rosenblatt Securities chip analyst Hans Mosesmann this evening published a note to clients regarding the report this afternoon from CNBC stating that Tesla Motors (TSLA) is using technology from Advanced Micro Devices (AMD) to make a special “A.I.” chip for self-driving, which Mosesmann views as a “game changer."

AMD shares closed up 62 cents, or almost 5%, at $13.74, following CNBC's headline, and are up another 87 cents, over 6%, at $14.62, in late trading.

Mosesmann,...