AMD
Advanced Micro Devices, Inc. Common Stock
Stock$439.57
$-15.10 (-3.32%)
Current Price (API): $439.57About
Advanced Micro Devices designs a variety of digital semiconductors for markets such as PCs, gaming consoles, data centers (including artificial intelligence), industrial, and automotive applications. AMD's traditional strength was in central processing units and graphics processing units used in PCs and data centers. However, AMD is emerging as a prominent player in AI GPUs and related hardware. Additionally, the firm supplies the chips found in prominent game consoles such as the Sony PlayStation and Microsoft Xbox.
Price History (Last 30 Days)
Latest News & Updates
AMD is positioned to capture significant market share in AI accelerators with ma...
AMD is positioned to capture significant market share in AI accelerators with major contracts from Microsoft, Meta, OpenAI, and Anthropic providing multi-year revenue visibility. Wall Street projects AMD's revenue to grow from $50B in 2026 to over $100B by 2028, with EPS rising from $7.50 to $20. Even with P/E compression from current levels of 64 to 48-52, the stock could appreciate up to 101% by 2028.
As AI agents begin executing code rather than just generating text, enterprises...
As AI agents begin executing code rather than just generating text, enterprises will need isolated sandbox environments to safely run generated code. This creates a new infrastructure market where Nvidia bets on faster cores, AMD on more cores per rack, Intel on existing x86 compatibility, and hyperscalers on custom silicon. The winner will be determined by which approach most efficiently completes agent tasks at scale.
AMD is gaining ground in the AI chip market with major partnerships including de...
AMD is gaining ground in the AI chip market with major partnerships including deals with Anthropic, Microsoft Azure, OpenAI, and Meta, plus securing workloads from Turing. However, Nvidia still dominates with 80% market share and $75B in quarterly data center revenue compared to AMD's 5-7% market share. The article suggests both companies can grow substantially in the estimated $200B AI accelerator market by 2026, with AMD stock up 158% YTD versus Nvidia's 12% gain.
AMD CEO Lisa Su has strategically positioned the company as a major AI winner th...
AMD CEO Lisa Su has strategically positioned the company as a major AI winner through major deals with OpenAI, Meta, Anthropic, and Microsoft for GPU deployments, innovative chiplet designs for inference workloads, and expansion into server CPUs. With agentic AI expected to shift GPU-to-CPU ratios and AMD targeting a $220 billion server CPU market with 50% market share, the company is positioned for significant growth.
Nvidia CEO Jensen Huang dismissed reports of delays to the Vera Rubin AI chip pl...
Nvidia CEO Jensen Huang dismissed reports of delays to the Vera Rubin AI chip platform, confirming that the chips are already in production with 'giant amounts of production incoming.' While SemiAnalysis had reported a 12+ month delay to the Kyber NVL144 rack-scale solution, Huang stated the reports are 'not true.' The confirmation is important given Vera Rubin's crucial role in Nvidia's forward earnings projections and the company's $1 trillion combined sales forecast for Blackwell and Vera Rubin through 2027.
Alphabet's stock price fell following an investor update despite strong performa...
Alphabet's stock price fell following an investor update despite strong performance in AI cloud revenue and YouTube ad sales reaching a record $11.06 billion. The gains in these segments were insufficient to prevent the stock decline.
The iShares Semiconductor ETF (SOXX) offers diversified exposure to the AI memor...
The iShares Semiconductor ETF (SOXX) offers diversified exposure to the AI memory supply chain, including memory producers, chip designers, and equipment suppliers. Growing demand for high-bandwidth memory in AI accelerators is creating supply shortages expected to persist beyond 2027. While the recent semiconductor sell-off has improved entry points, the ETF trades at a premium valuation (66x earnings) with concentrated holdings, presenting downside risks if AI spending slows or memory supply increases faster than expected.
The Invesco Nasdaq 100 ETF (QQQM) has declined 7% from its June high but remains...
The Invesco Nasdaq 100 ETF (QQQM) has declined 7% from its June high but remains up 12.7% year-to-date. The article argues this pullback presents a buying opportunity, citing the ETF's strong long-term track record of ~14% annual returns since inception. With tech stocks comprising 68.5% of holdings, the author suggests investors may eventually rotate back to mega-cap tech companies for stability after recent outperformance in cyclical semiconductor and memory stocks.
VAST Data announced an expanded collaboration with AMD to deliver high-performan...
VAST Data announced an expanded collaboration with AMD to deliver high-performance AI infrastructure combining VAST's AI Operating System with 6th Gen AMD EPYC CPUs and AMD Instinct GPUs. The partnership includes optimized KV cache management, reference architectures, and demonstrated 9X speedup in time-to-first-token for agentic AI workloads. Leading AI cloud providers including Core42, Crusoe, Vultr, and others are adopting the combined solution.
Cathie Wood's Ark Innovation ETF has been selling AMD and buying SpaceX, but ana...
Cathie Wood's Ark Innovation ETF has been selling AMD and buying SpaceX, but analyst Geoffrey Seiler argues this is the wrong move. SpaceX trades at extreme valuations (P/S ratio over 85x) with significant technological hurdles ahead and upcoming share dilution from lock-up expirations. AMD, meanwhile, is positioned to benefit from powerful trends in AI inference and agentic AI, with secured GPU deals and strong CPU demand driving near-term growth.
