Sharemaestro company-news research for Advanced Micro Devices, Inc. (AMD), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
MEX
Mexico
Provisional evidence
Company news sentiment
Latest AMD news and sentiment
Advanced Micro Devices, Inc.
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
Current company news
Early balanced news score
54 company-specific stories are available, but there are not yet enough fresh stories from separate publishers for a firm reading.
Observed headline tone39/100
→
Published 30-day score48/100
Latest source headline
Advanced Micro Devices (AMD) Stock Falls After AI Revenue Reset Shakes Demand Outlook
finance.yahoo.com · 11 Oct 2026 22:10
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
54 current stories are mapped specifically to AMD.
What limits the score
Only 1 publisher currently contribute to the measured read.
The stories agree, but freshness-weighted evidence is only 0.229.
Confidence is 29/100, below the threshold for a firm score.
48/100
News scoreEarly balanced news score
29/100
Confidencethin evidence
78%/100
Company news54 company stories
84/100
Story agreement16/100 difference
News history
Daily score and story count over 30 days
13 Sep28 Sep12 Oct
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence5
0.229 after freshness weightingSource breadth20
1 independent publishersCompany relevance78
share tied directly to this companyFreshness57
recency-weighted evidenceAgreement84
how closely stories agreePublisher mix0
less reliance on one publisherPrice and news history
Weekly price and news-score history
Company-specific news is present, but the evidence has not yet earned enough independent, fresh information weight for price confirmation to be treated as a firm signal.
26 completed price weeks20 comparable news-score weeks
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
17 Apr14 Jul09 Oct
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
09 Oct 202654MXN 11190.0-2.8%
02 Oct 202652MXN 11509.650391+3.0%
25 Sep 202652MXN 11172.950195+17.9%
18 Sep 202651MXN 9474.040039+8.3%
11 Sep 202653MXN 8751.990234+8.9%
04 Sep 202654MXN 8033.330078+0.7%
28 Aug 202656MXN 7979.419922+0.1%
21 Aug 202655MXN 7971.919922-8.1%
Provisional evidence
News subjects
What is shaping the score
Market update5033 stories · 61%
Macro sensitivity587 stories · 13%
Earnings406 stories · 11%
Analyst action505 stories · 9%
Deals and strategy541 stories · 2%
Balance sheet501 stories · 2%
Guidance501 stories · 2%
Source mix
Where the evidence comes from
finance.yahoo.com4554 stories · 100%
Recurring subjects
Subjects appearing most often
Semiconductors34AI32Earnings28Earnings Growth11Tech10Price Target8Data Centers8Share Price7Consensus Estimate6Shareholder5
Earlier readings
How the score has changed
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
08 Aug50 neutral11 Oct 23:26
ConstructiveBalanced or withheldCautious
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 11 Oct 23:26 | 50 | -4 | 29/100 (0) | 54 (-3) | Provisional |
| 09 Oct 23:59 | 54 | +0 | 29/100 (0) | 57 (-2) | Provisional |
| 08 Oct 23:59 | 54 | +0 | 29/100 (-3) | 59 (-4) | Provisional |
| 07 Oct 23:59 | 54 | +1 | 32/100 (+1) | 63 (+6) | Provisional |
| 06 Oct 23:59 | 53 | +0 | 31/100 (+3) | 57 (+6) | Provisional |
| 05 Oct 23:59 | 53 | +1 | 28/100 (+4) | 51 (+2) | Provisional |
| 04 Oct 23:59 | 52 | +0 | 24/100 (-5) | 49 (-4) | Provisional |
| 01 Oct 23:59 | 52 | +1 | 29/100 (+4) | 53 (+1) | Provisional |
Evidence behind the direction
What drives this reading?
Shares of weighted directional evidence in 54 retained current headlines. These weights already account for freshness, relevance and publisher limits; they are not additive points of the published score.
Which subjects lean each way
A subject can carry both supportive and cautious news.
SubjectCautious ← 0 → Constructive
Earnings2 stories
71.1%19.6%
Macro sensitivity4 stories
0.0%8.2%
Market update9 stories
0.4%0.6%
Each side uses the same scale: 0–71.1% of the retained directional evidence.
Where the influence comes from
100.0%largest publisher shareA concentrated reading can depend heavily on one publisher.
Publisher groups follow the scoring rules. Company disclosures share one group; syndicated stories are consolidated before weighting.
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
29/100 tone
Advanced Micro Devices (NasdaqGS:AMD) came under pressure after OpenAI sharply cut its revenue outlook, triggering a broad AI sell-off. AI hardware suppliers with close ties to OpenAI, including AMD, were among the most heavily traded stocks following the revision. The reset in OpenAI's r…
71.1% of directional evidence
High story strength
Scoring detailsDirect company coverage
Advanced Micro Devices (NasdaqGS:AMD) came under pressure after OpenAI sharply cut its revenue outlook, triggering a broad AI sell-off. AI hardware suppliers with close ties to OpenAI, including AMD, were among the most heavily traded stocks following the revision. The reset in OpenAI's revenue expectations has prompted investors to reassess demand assumptions for AMD's AI accelerators and infrastructure projects. OpenAI's revenue reset and the resulting AI stock pullback deserve to be weighed against the rest of our AMD findings. Our analysis turns up 3 other big wins for Advanced Micro Devic
- Published
- 11 Oct 2026 22:10
- News subject
- Earnings
- Why this score
- Negative market reaction, Guidance cut
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- High · 66/100
- 30-day weight
- 71.1% of directional evidence · 0.2d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIEarningsSemiconductors
—Unscored
Market updateNot used in direction
Advanced Micro Devices’ (AMD) Premium Valuation Puts Execution Under the Microscope
Advanced Micro Devices Inc. (NASDAQ:AMD) was trading slightly above $632 during mid-day on October 8. The chipmaker has rallied 201.58% in 2026, pushing its market capitalization to the $1 trillion mark. With a 178.85% gain over the past 52 weeks, it has dwarfed the broader S&P 500 index.…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices Inc. (NASDAQ:AMD) was trading slightly above $632 during mid-day on October 8. The chipmaker has rallied 201.58% in 2026, pushing its market capitalization to the $1 trillion mark. With a 178.85% gain over the past 52 weeks, it has dwarfed the broader S&P 500 index. The ongoing debate for investors revolves around whether the underlying fundamentals support such a stretched valuation. Over the previous six months, AMD has gained more than 173% and has comfortably outpaced the 33.88% jump for Insider Monkey Billionaire Index and 18.18% for S&P 500 ETF (SPY). It was also p
- Published
- 09 Oct 2026 15:24
- News subject
- Market update
- Why this score
- Large positive market reaction, Positive market reaction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.4d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIBalance SheetEarningsEarnings GrowthFree Cash FlowGrowth Stocks
—Unscored
Analyst actionNot used in direction
The Zacks Analyst Blog Highlights Advanced Micro Devices, Palo Alto, CnocoPhillips and Iveda
For Immediate Release Chicago, IL – October 8 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the bl…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
For Immediate Release Chicago, IL – October 8 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Advanced Micro Devices, Inc. AMD, Palo Alto Networks, Inc. PANW, CnocoPhillips COP and Iveda Solutions, Inc. IVDA. Here are highlights from Thursday's Analyst Blog: Top Stock Reports for AMD, Palo Alto Networks and ConocoPhillips The Zacks Research Daily presents the best research output of our ana
- Published
- 08 Oct 2026 06:56
- News subject
- Analyst action
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 3.8d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIEarningsSecurityShareholder
—Unscored
Analyst actionNot used in direction
AMD (AMD) Stock May Be Fully Valued On Citi's $800 Target
Advanced Micro Devices has turned into one of the market's most closely watched AI chip stories, and after a share price near US$645.86, the key question is whether that level can be explained by the cash flows the business is expected to produce. With the stock's surge tying directly int…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices has turned into one of the market's most closely watched AI chip stories, and after a share price near US$645.86, the key question is whether that level can be explained by the cash flows the business is expected to produce. With the stock's surge tying directly into big AI infrastructure bets, the task now is to separate headline excitement from what AMD's cash generation can actually support. Over the past 3 years, AMD has delivered a very large share price gain of roughly 7x, which puts heavy weight on whether the company's future cash flows can back up that kind of r
- Published
- 08 Oct 2026 03:17
- News subject
- Analyst action
- Why this score
- Positive market reaction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.0d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AcquisitionAICash FlowFree Cash FlowFuture Cash FlowsIntrinsic Value
—Unscored
Market updateNot used in direction
Is Advanced Micro Devices Inc. (AMD) Right to Bet $8.2 Billion on the Future of Physical AI?
Advanced Micro Devices, Inc. (NASDAQ:AMD) has set its sights on gaining early visibility into workloads that could define the next generation of artificial intelligence chips. On September 28, the company inked a deal to acquire World Labs as it looks to strengthen its ability to develop …
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices, Inc. (NASDAQ:AMD) has set its sights on gaining early visibility into workloads that could define the next generation of artificial intelligence chips. On September 28, the company inked a deal to acquire World Labs as it looks to strengthen its ability to develop AI hardware and software around emerging models and applications. That push comes as AMD increasingly challenges Nvidia's dominance in AI computing. We recently examined whether that gap is starting to narrow in Advanced Micro Devices (AMD) is Emerging as a Viable Alternative to Nvidia. The deal reflects AMD's
- Published
- 07 Oct 2026 20:00
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.3d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AcquisitionAICompetitionEarnings Per ShareInstitutional InvestorsOperating Income
—Unscored
Analyst actionNot used in direction
Advanced Micro Devices (AMD) Stock Sees Modest Fair Value Lift As AI Analysts Rework Targets
Advanced Micro Devices is back in focus as a fresh round of price target updates filters through analyst models, with fair value estimates now at about $629.21 compared with $616.51 previously. Much of this recalibration links directly to how analysts frame AMD's role in AI infrastructure…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices is back in focus as a fresh round of price target updates filters through analyst models, with fair value estimates now at about $629.21 compared with $616.51 previously. Much of this recalibration links directly to how analysts frame AMD's role in AI infrastructure, from Helios rack-scale systems to Instinct GPUs and Venice CPUs, and how those pieces might support data center and AI server demand. As you read on, you will see how to track these shifting assumptions and what they could mean for the evolving AMD narrative. Stay updated as the Fair Value for Advanced Micro
- Published
- 07 Oct 2026 15:12
- News subject
- Analyst action
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.5d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AI InfrastructureM APrice Target
—Unscored
Market updateNot used in direction
What Jim Cramer Says About Advanced Micro Devices’ (AMD) AI Opportunity
Jim Cramer said Advanced Micro Devices, Inc.'s (NASDAQ:AMD) push into artificial intelligence has opened another growth opportunity as the industry shifts from model training toward inference and agentic AI. During the September 28 episode of Mad Money, Cramer pointed to AMD's roughly 13%…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Jim Cramer said Advanced Micro Devices, Inc.'s (NASDAQ:AMD) push into artificial intelligence has opened another growth opportunity as the industry shifts from model training toward inference and agentic AI. During the September 28 episode of Mad Money, Cramer pointed to AMD's roughly 13% gain the previous week and its brief move above a $1 trillion market capitalization. AMD's latest results provide some support for that view. Second-quarter revenue rose 50% year over year to $11.5 billion, while Data Center revenue more than doubled to $6.7 billion. AMD expects approximately $13 billion of t
- Published
- 07 Oct 2026 08:50
- News subject
- Market update
- Why this score
- Improving financial comparison, Operating growth
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.7d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AcquisitionArtificial IntelligenceEarningsEarnings GrowthSemiconductorsTotal Revenue
66/100 tone
For Immediate Release Chicago, IL – October 7, 2026 – Today, Zacks Investment Ideas features Advanced Micro Devices AMD, Tesla TSLA, Zscaler ZS, Meta Platforms META and SpaceX SPCX. 5 Key AI Investment News Items With the dizzying number of headlines surrounding the AI boom, it can be har…
7.4% of directional evidence
Medium story strength
Scoring detailsDirect company coverage
For Immediate Release Chicago, IL – October 7, 2026 – Today, Zacks Investment Ideas features Advanced Micro Devices AMD, Tesla TSLA, Zscaler ZS, Meta Platforms META and SpaceX SPCX. 5 Key AI Investment News Items With the dizzying number of headlines surrounding the AI boom, it can be hard for investors to keep track of what matters. Below are five of this week's most important AI news items: AI: No End to Demand in Sight Lisa Su: Demand > Supply Tuesday,Advanced Micro Devices shares rose in early trading after CEO Lisa Su said that demand is still running above supply and she expects strong d
- Published
- 07 Oct 2026 05:44
- News subject
- Macro sensitivity
- Why this score
- Improving financial comparison
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 41/100
- 30-day weight
- 7.4% of directional evidence · 4.8d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIChipsCybersecurityEarningsEarnings GrowthPrice Target
—Unscored
Market updateNot used in direction
AMD Crossed $600, So Does Meta Get 160 Million AMD Shares For Free Now?
Advanced Micro Devices, Inc.'s (NASDAQ:AMD) stock recently climbed above $600, taking the company's market capitalization beyond $1 trillion and crossing a key threshold linked to its warrant agreement with Meta Platforms, Inc. (NASDAQ:META). However, some reports have incorrectly combine…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices, Inc.'s (NASDAQ:AMD) stock recently climbed above $600, taking the company's market capitalization beyond $1 trillion and crossing a key threshold linked to its warrant agreement with Meta Platforms, Inc. (NASDAQ:META). However, some reports have incorrectly combined the META and OpenAI agreements into a 320-million-share giveaway. Meta and OpenAI each hold warrants for up to 160 million shares. The $600 level is required for Meta's final tranche to vest, but reaching that price alone does not satisfy all the conditions. While some are spooked by the Meta deal, others ar
- Published
- 07 Oct 2026 05:36
- News subject
- Market update
- Why this score
- Positive market reaction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.9d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIDilutionHedge FundsSemiconductorsWarrants
—Unscored
Market updateNot used in direction
AMD (AMD) Could Issue 320 Million Shares at a Penny. Here is What Has to Happen First
Advanced Micro Devices, Inc. (NASDAQ:AMD) has granted OpenAI and Meta warrants over as many as 160 million shares each, at an exercise price of one cent, with the terms disclosed in the company's filings. The stock traded at around $656 on October 6, 198.69% higher over twelve months. Thr…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices, Inc. (NASDAQ:AMD) has granted OpenAI and Meta warrants over as many as 160 million shares each, at an exercise price of one cent, with the terms disclosed in the company's filings. The stock traded at around $656 on October 6, 198.69% higher over twelve months. Three hundred and twenty million shares for $3.2 million is the kind of number that needs its conditions read before it means anything. READ ALSO: Marvell vs. Broadcom: Which Custom AI Chip Stock Has More Room to Run?AMD (AMD) Could Issue 320 Million Shares at a Penny. Here is What Has to Happen First The Shares
- Published
- 07 Oct 2026 00:08
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.1d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
Balance SheetDilutionEarningsSemiconductorsShare PriceShareholder
—Unscored
Macro sensitivityNot used in direction
AMD (AMD) Stock Is Up, What You Need To Know
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.6% in the afternoon session after the company's CEO, Lisa Su, stated that the company plans to substantially increase manufacturing capacity as demand for artificial intelligence processors and CPUs continues to o…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
What Happened? Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.6% in the afternoon session after the company's CEO, Lisa Su, stated that the company plans to substantially increase manufacturing capacity as demand for artificial intelligence processors and CPUs continues to outstrip supply. As reported by Reuters, this major supply expansion will involve securing additional capacity from Taiwanese supply chain partners, with Su specifically traveling to Taipei to hold discussions with TSMC and other key regional providers. After the initial pop, the shares cooled down to $649.82,
- Published
- 06 Oct 2026 23:52
- News subject
- Macro sensitivity
- Why this score
- Large positive market reaction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.1d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIEmploymentGrowth StocksInterest RatesManufacturingSemiconductors
—Unscored
EarningsNot used in direction
Why Advanced Micro Devices (AMD) Outpaced the Stock Market Today
Advanced Micro Devices (AMD) closed at $649.42 in the latest trading session, marking a +2.8% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.58%. Elsewhere, the Dow gained 0.49%, while the tech-heavy Nasdaq added 0.45%. The chipmaker's shar…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices (AMD) closed at $649.42 in the latest trading session, marking a +2.8% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.58%. Elsewhere, the Dow gained 0.49%, while the tech-heavy Nasdaq added 0.45%. The chipmaker's shares have seen an increase of 32.28% over the last month, surpassing the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 0.84%. Analysts and investors alike will be keeping a close eye on the performance of Advanced Micro Devices in its upcoming earnings disclosure. On that day, Advanced
- Published
- 06 Oct 2026 20:45
- News subject
- Earnings
- Why this score
- Institutional or insider buying
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.2d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
Consensus EstimateEarningsEarnings GrowthEstimate RevisionsSemiconductorsShare Price
—Unscored
EarningsNot used in direction
Spotting Winners: AMD (NASDAQ:AMD) And Processors and Graphics Chips Stocks In Q2
Spotting Winners: AMD (NASDAQ:AMD) And Processors and Graphics Chips Stocks In Q2 Wrapping up Q2 earnings, we look at the numbers and key takeaways for the processors and graphics chips stocks, including AMD (NASDAQ:AMD) and its peers. The biggest demand drivers for processors (CPUs) and …
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Spotting Winners: AMD (NASDAQ:AMD) And Processors and Graphics Chips Stocks In Q2 Wrapping up Q2 earnings, we look at the numbers and key takeaways for the processors and graphics chips stocks, including AMD (NASDAQ:AMD) and its peers. The biggest demand drivers for processors (CPUs) and graphics chips at the moment are secular trends related to 5G and Internet of Things, autonomous driving, and high performance computing in the data center space, specifically around AI and machine learning. Like all semiconductor companies, digital chip makers exhibit a degree of cyclicality, driven by supply
- Published
- 06 Oct 2026 18:08
- News subject
- Earnings
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.3d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
Data CentersEarningsEarnings ResultsOperating IncomeSemiconductorsTech
—Unscored
Market updateNot used in direction
Why AMD Stock Will Be the Big Winner From the Rise of Meta’s Muse
Unlike traditional chatbots, AI agents like Muse operate continuously—so they require a lot more compute, memory, and networking to run. Continue Reading
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Unlike traditional chatbots, AI agents like Muse operate continuously—so they require a lot more compute, memory, and networking to run. Continue Reading
- Published
- 06 Oct 2026 11:41
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
—Unscored
Market updateNot used in direction
Citi now thinks AMD stock could rip another 25% because of Meta Muse
AMD (AMD) stock has more record highs ahead, says Citi. Citi analyst Atif Malik raised his price target on AMD to $800 from $575 on Tuesday. Shares rose 1% in premarket trading and look set to open at another record high. "Following the release of Meta Muse and our subsequent CPU TAM rais…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
AMD (AMD) stock has more record highs ahead, says Citi. Citi analyst Atif Malik raised his price target on AMD to $800 from $575 on Tuesday. Shares rose 1% in premarket trading and look set to open at another record high. "Following the release of Meta Muse and our subsequent CPU TAM raise, we are raising estimates on AMD given our belief that AMD will be the primary beneficiary of the CPU renaissance and our belief that Meta is one of the largest customers of AMD's server business," Malik said. Malik also struck a bullish tone on the future size of the CPU market. (AMD ) Go deeper with AlphaS
- Published
- 06 Oct 2026 10:12
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.7d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIAcquisitionCpuEarningsEarnings Per ShareM A
—Unscored
Macro sensitivityNot used in direction
AMD’s Deepening South Korea AI Ties Could Be A Game Changer For Advanced Micro Devices (AMD)
AMD CEO Lisa Su recently visited South Korea, meeting semiconductor industry leaders and government officials to discuss potential AI-focused business partnerships, building on existing collaborations such as Samsung Electronics supplying HBM3E chips for AMD's AI platforms since 2025. Thi…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
AMD CEO Lisa Su recently visited South Korea, meeting semiconductor industry leaders and government officials to discuss potential AI-focused business partnerships, building on existing collaborations such as Samsung Electronics supplying HBM3E chips for AMD's AI platforms since 2025. This outreach underscores how access to advanced South Korean memory technology and AI ecosystems could further integrate AMD into critical high-performance computing supply chains. We'll now examine how Su's engagement with South Korean AI partners shapes AMD's investment narrative, particularly around strengthe
- Published
- 06 Oct 2026 07:06
- News subject
- Macro sensitivity
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.8d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIEarningsInvestment NarrativeSemiconductorsShare PriceSupply Chain
—Unscored
Market updateNot used in direction
Chip Stocks Pause After Two-Day Pop. AMD Stock Gets Price-Target Hikes.
AMD stock earned two price-target hikes from Wall Street analysts on Monday as the SOX index moved sideways. Continue Reading
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
AMD stock earned two price-target hikes from Wall Street analysts on Monday as the SOX index moved sideways. Continue Reading
- Published
- 05 Oct 2026 16:25
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.4d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Price TargetSemiconductors
64/100 tone
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Advanced Micro Devices (AMD), which belongs to the Zacks Computer - Integrated Systems industry. This chipmaker has seen a nice streak of …
19.6% of directional evidence
Medium story strength
Scoring detailsDirect company coverage
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Advanced Micro Devices (AMD), which belongs to the Zacks Computer - Integrated Systems industry. This chipmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 4.25%. For the last reported quarter, Advanced Micro came out with earnings of $1.66 per share versus the Zacks Consensus Estimate of $1.61 per share, representing a surprise of 3
- Published
- 05 Oct 2026 15:10
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 46/100
- 30-day weight
- 19.6% of directional evidence · 6.5d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Consensus EstimateEarningsEarnings ReleaseSemiconductors
—Unscored
Market updateNot used in direction
Is Advanced Micro Devices (AMD) Still a Buy After Its 180% Plus Rally?
The rapid expansion of artificial intelligence is creating a major opportunity in the central processing unit (CPU) market, positioning Advanced Micro Devices, Inc. (NASDAQ:AMD) for robust growth. Bank of America strategists expect the server market to expand from approximately $61 billio…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
The rapid expansion of artificial intelligence is creating a major opportunity in the central processing unit (CPU) market, positioning Advanced Micro Devices, Inc. (NASDAQ:AMD) for robust growth. Bank of America strategists expect the server market to expand from approximately $61 billion to $211 billion by 2030. The firm estimates that roughly $180 billion of the $211 billion server CPU market in 2030 will be tied to AI workloads, creating a significant market for AMD's EPYC server processors. AMD also ranks among Insider Monkey's 11 AI Stocks That Will Go to the Moon— but where does it rank
- Published
- 04 Oct 2026 00:42
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 8.1d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AICpu MarketData CentersPrice TargetRevenue Growth
57/100 tone
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the "Munro Concentrated Global Growth Fund". The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Austra…
0.7% of directional evidence
Low story strength
Scoring detailsDirect company coverage
Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the "Munro Concentrated Global Growth Fund". The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Australia Index's 12.6% return, as global equity markets rebounded following geopolitical volatility in March. The fund remained constructive on the AI investment cycle, supported by accelerating adoption, rising hyperscale capital expenditure, and stronger monetization across major platforms. Although uncertainty r
- Published
- 01 Oct 2026 17:46
- News subject
- Macro sensitivity
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 26/100
- 30-day weight
- 0.7% of directional evidence · 10.3d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIEarningsEarnings GrowthHedge FundsSemiconductors
—Unscored
Deals and strategyNot used in direction
Advanced Micro Devices (AMD) Could Be 33% Undervalued Following Its World Labs Deal
Advanced Micro Devices (AMD) shares recently reacted to news of a US$8.2b all-stock agreement to acquire AI specialist World Labs, a deal that places Dr. Fei-Fei Li in a leading research role. Recent headlines around the World Labs deal focus on a stock that has already posted significant…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices (AMD) shares recently reacted to news of a US$8.2b all-stock agreement to acquire AI specialist World Labs, a deal that places Dr. Fei-Fei Li in a leading research role. Recent headlines around the World Labs deal focus on a stock that has already posted significant gains, with AMD's share price up 33.10% over the past 30 days and 18.14% over 90 days. The 1-year total shareholder return is 260.43%, and the 5-year total shareholder return is very large, signalling strong momentum into both the AI hardware cycle and newer software and systems efforts, despite occasional pu
- Published
- 01 Oct 2026 17:10
- News subject
- Deals and strategy
- Why this score
- Positive valuation view
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 10.4d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIData CentersM ASemiconductorsShare PriceShareholder
—Unscored
Market updateNot used in direction
Advanced Micro Devices (AMD) Is Spending $8.2 Billion On World Labs
Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire AI specialist World Labs for US$8.2b. World Labs was co founded by AI researcher Dr. Fei Fei Li, whose work focuses on spatial intelligence and 3D environment models. Dr. Li will join AMD as executive vice president and chief scienti…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire AI specialist World Labs for US$8.2b. World Labs was co founded by AI researcher Dr. Fei Fei Li, whose work focuses on spatial intelligence and 3D environment models. Dr. Li will join AMD as executive vice president and chief scientist, leading the group's AI research agenda. The World Labs purchase and Dr. Fei Fei Li hire sit alongside other AMD developments that also matter for long term investors. Check out 3 other big wins that Advanced Micro Devices investors should know about. This move highlights how AI chip competition is reshapin
- Published
- 30 Sep 2026 08:12
- News subject
- Market update
- Why this score
- Business expansion
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 11.7d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIData CentersM ASemiconductors
—Unscored
Market updateNot used in direction
Zacks Investment Ideas feature highlights: Advanced Micro Devices, Micron, Nebius, Alphabet, Meta Platform and Apple
For Immediate Release Chicago, IL – September 30, 2026 – Today, Zacks Investment Ideas feature highlights Advanced Micro Devices AMD, Micron MU, Nebius NBIS, Alphabet GOOGL, Meta Platform META and Apple AAPL. Why Muse Is Winning the Agentic AI Race Agentic AI Has Arrived Roughly four year…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
For Immediate Release Chicago, IL – September 30, 2026 – Today, Zacks Investment Ideas feature highlights Advanced Micro Devices AMD, Micron MU, Nebius NBIS, Alphabet GOOGL, Meta Platform META and Apple AAPL. Why Muse Is Winning the Agentic AI Race Agentic AI Has Arrived Roughly four years ago, OpenAI kicked off the artificial intelligence revolution with the launch of the "ChatGPT" large language model (LLM). ChatGPT quickly became mainstream, gaining millions of users in the first few days after launch, and ultimately becoming one of the fastest-growing consumer applications in history. Sinc
- Published
- 30 Sep 2026 06:17
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 11.8d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AI RevolutionAgentic AIArtificial IntelligencePlatform DominanceTech
65/100 tone
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD), the chip designer, agreed to buy World Labs for about $8.2 billion in stock. Shares rose about 1.3% to $615.69 around 9:49 a.m. ET Tuesday, trimming their gain from the opening bell. Warning! GuruFocus has dete…
0.5% of directional evidence
Low story strength
Scoring detailsDirect company coverage
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD), the chip designer, agreed to buy World Labs for about $8.2 billion in stock. Shares rose about 1.3% to $615.69 around 9:49 a.m. ET Tuesday, trimming their gain from the opening bell. Warning! GuruFocus has detected 7 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator.AMD GF Value chart The deal brings Fei-Fei Li's spatial AI research into AMD. World Labs builds models that can reason about three-dimensional environments, with potential uses in robotics and simulation. Li will
- Published
- 29 Sep 2026 18:09
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 35/100
- 30-day weight
- 0.5% of directional evidence · 12.3d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIM ASemiconductors
—Unscored
EarningsNot used in direction
Advanced Micro Devices (AMD) Suffers a Larger Drop Than the General Market: Key Insights
In the latest trading session, Advanced Micro Devices (AMD) closed at $608.20, marking a -3.56% move from the previous day. This change lagged the S&P 500's 0.77% loss on the day. Elsewhere, the Dow saw a downswing of 0.67%, while the tech-heavy Nasdaq depreciated by 0.92%. Prior to today…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
In the latest trading session, Advanced Micro Devices (AMD) closed at $608.20, marking a -3.56% move from the previous day. This change lagged the S&P 500's 0.77% loss on the day. Elsewhere, the Dow saw a downswing of 0.67%, while the tech-heavy Nasdaq depreciated by 0.92%. Prior to today's trading, shares of the chipmaker had gained 35.45% outpaced the Computer and Technology sector's gain of 6.26% and the S&P 500's gain of 0.96%. The investment community will be paying close attention to the earnings performance of Advanced Micro Devices in its upcoming release. The company is predicted to p
- Published
- 28 Sep 2026 20:45
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 13.2d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Consensus EstimateEarningsEarnings GrowthSemiconductorsTech
34/100 tone
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD), the chipmaker behind Ryzen processors and AI accelerators, brought Perplexity's Portable Computer to supported Ryzen AI Max Windows systems. Shares were down about 4.45% at $602.585 at 11.07am ET time on Septem…
0.4% of directional evidence
Medium story strength
Scoring detailsDirect company coverage
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD), the chipmaker behind Ryzen processors and AI accelerators, brought Perplexity's Portable Computer to supported Ryzen AI Max Windows systems. Shares were down about 4.45% at $602.585 at 11.07am ET time on September 28. Perplexity subscribers can run tasks and repeat workflows on their own PCs without spending inference credits. AMD's chips pair CPU and GPU power with shared memory, giving those agents room to work alongside everyday apps. More demanding reasoning can still move to the cloud. Warning! GuruFocus has de
- Published
- 28 Sep 2026 16:43
- News subject
- Market update
- Why this score
- Negative market reaction, Large negative market reaction
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 37/100
- 30-day weight
- 0.4% of directional evidence · 13.4d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AISemiconductorsShare PriceTech
—Unscored
Company Logo Target HBM, advanced packaging and cooling chokepoints, where taller stacks, larger packages and limited qualified suppliers strengthen ROI potential Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "High-Bandwidth Memory (HBM) and Advanced Packaging Materials for Artificial Intell…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Company Logo Target HBM, advanced packaging and cooling chokepoints, where taller stacks, larger packages and limited qualified suppliers strengthen ROI potential Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "High-Bandwidth Memory (HBM) and Advanced Packaging Materials for Artificial Intelligence (AI) Semiconductors: 2027-2037" has been added to ResearchAndMarkets.com's offering. High-bandwidth memory (HBM) and advanced packaging materials are becoming critical components of the artificial intelligence semiconductor supply chain. AI accelerator packages integrate stacked DRAM, a logic base die,
- Published
- 28 Sep 2026 08:36
- News subject
- Analyst action
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 13.7d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIAdvanced PackagingMarket Research ReportsMemorySemiconductorsSupply Chain
—Unscored
Market updateNot used in direction
AMD Stock And 2 US AI Infrastructure Plays Investors Are Watching
AI headlines have moved from product launches to power and politics, as the White House courts Anthropic while courts label it a supply chain risk. That mix of access and anxiety is where pricing gaps can open for investors who move before the story feels comfortable. This article walks t…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
AI headlines have moved from product launches to power and politics, as the White House courts Anthropic while courts label it a supply chain risk. That mix of access and anxiety is where pricing gaps can open for investors who move before the story feels comfortable. This article walks through three U.S. AI Leaders stocks exposed to this news and explains how the same catalyst can reshape risk as well as reward. The three U.S. AI Leaders stocks highlighted below are only a starter pack, and the full screen surfaced 19 more large cap names with AI-linked narratives that are not covered in this
- Published
- 28 Sep 2026 02:08
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 14.0d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Artificial IntelligenceBalance SheetEarningsRevenue GrowthSemiconductors
—Unscored
Market updateNot used in direction
What Is Advanced Micro Devices (AMD) Proving In Edge AI And Life Sciences?
Advanced Micro Devices (NasdaqGS:AMD) and Advantech announced a collaboration to accelerate Edge AI workloads using AMD embedded and GPU platforms. MindWalk has moved OpenFold3 into production on AMD Instinct GPUs, supported by inference microservices for life sciences workflows. The Adva…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices (NasdaqGS:AMD) and Advantech announced a collaboration to accelerate Edge AI workloads using AMD embedded and GPU platforms. MindWalk has moved OpenFold3 into production on AMD Instinct GPUs, supported by inference microservices for life sciences workflows. The Advantech alliance focuses on scalable, partner-led Edge AI solutions, while MindWalk highlights regulated, production-grade scientific use cases on AMD hardware. The Advantech Edge AI work and MindWalk OpenFold3 rollout sit alongside wider shifts our research has identified for AMD platforms. We have also spotted
- Published
- 27 Sep 2026 06:12
- News subject
- Market update
- Why this score
- Strategic partnership
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 14.8d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AI InfrastructureEdge AIGpuLife SciencesSemiconductors
—Unscored
Market updateNot used in direction
Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
Advanced Micro Devices (AMD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chipmaker have returned +32%, …
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Advanced Micro Devices (AMD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chipmaker have returned +32%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Computer - Integrated Systems industry, which Advanced Micro falls in, has gained 22.5%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a co
- Published
- 25 Sep 2026 12:00
- News subject
- Market update
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 16.6d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
Consensus EstimateEarningsEarnings EstimateEarnings GrowthEstimate RevisionsFinancial Results
Earlier company news
AMD news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
06Oct 2026
ArchivedNeutral tone
Why Citi now thinks AMD stock could rip another 25% because of Meta Muse
AMD shares have more record highs in their future, says Citi. Citi analyst Atif Malik raised his price target on AMD to $800 from $575 on Tuesday. Shares rose 1% in premarket trading and look set to open at another record high. "Following the release of Meta (META) Muse and our subsequent…
Article detailsHistorical record
AMD shares have more record highs in their future, says Citi. Citi analyst Atif Malik raised his price target on AMD to $800 from $575 on Tuesday. Shares rose 1% in premarket trading and look set to open at another record high. "Following the release of Meta (META) Muse and our subsequent CPU TAM raise, we are raising estimates on AMD given our belief that AMD will be the primary beneficiary of the CPU renaissance and our belief that Meta is one of the largest customers of AMD's server business," Malik said. Malik also struck a more bullish tone on the future size of the CPU market. "We update
- Published
- 6 Oct 2026 11:12
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
AcquisitionAICpuEarningsEarnings Per SharePrice Target
03Oct 2026
Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing interest rate pressure. The Bu…
Article detailsHistorical record
Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing interest rate pressure. The Bureau of Labor Statistics reported that nonfarm payrolls increased by 29,000 in September, falling short of the 84,000 projected by economists polled by Dow Jones, while the unemployment rate rose to 4.2%.For the broader group, softer hiring eases interest-rate pressure on high-multiple growth equities by pulli
- Published
- 3 Oct 2026 01:22
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
EmploymentGrowth StocksInterest RatesSemiconductorsTech
22Sep 2026
ArchivedPositive tone
Advanced Micro Devices (AMD) Stock Moves 1.34%: What You Should Know
In the latest trading session, Advanced Micro Devices (AMD) closed at $623.77, marking a +1.34% move from the previous day. Elsewhere, the Dow saw a downswing of 0.36%, while the tech-heavy Nasdaq appreciated by 0.45%. Shares of the chipmaker witnessed a gain of 34.76% over the previous m…
Article detailsHistorical record
In the latest trading session, Advanced Micro Devices (AMD) closed at $623.77, marking a +1.34% move from the previous day. Elsewhere, the Dow saw a downswing of 0.36%, while the tech-heavy Nasdaq appreciated by 0.45%. Shares of the chipmaker witnessed a gain of 34.76% over the previous month, beating the performance of the Computer and Technology sector with its gain of 6.18%, and the S&P 500's gain of 1.27%. Market participants will be closely following the financial results of Advanced Micro Devices in its upcoming release. The company is expected to report EPS of $1.9, up 58.33% from the p
- Published
- 22 Sep 2026 22:45
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 2 consolidated
Consensus EstimateEarningsEarnings EstimateEarnings GrowthEstimate RevisionsFinancial Results
14Sep 2026
ArchivedNeutral tone
Advanced Micro Devices vs. ASML: Which Tech Stock Is a Better Buy in 2026?
As the artificial intelligence boom continues to reshape the technology landscape, choosing between Advanced Micro Devices (NASDAQ:AMD) and ASML Holding N.V. (NASDAQ:ASML) requires an understanding of their distinct roles in the global chip ecosystem. AMD designs the high-performance proc…
Article detailsHistorical record
As the artificial intelligence boom continues to reshape the technology landscape, choosing between Advanced Micro Devices (NASDAQ:AMD) and ASML Holding N.V. (NASDAQ:ASML) requires an understanding of their distinct roles in the global chip ecosystem. AMD designs the high-performance processors and AI accelerators that power modern data centers, while ASML provides the specialized lithography machines required to manufacture those very chips. Both companies sit at the heart of the digital revolution, but their business models, growth drivers, and market positions offer different risks and rewa
- Published
- 14 Sep 2026 13:50
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 2 consolidated
Balance SheetCompetitionDividendsEarningsNet IncomePrice Target
11Sep 2026
ArchivedNeutral tone
Advanced Micro Devices vs. Qualcomm: Which Technology Stock Is a Better Buy in 2026?
As the artificial intelligence boom shifts from cloud servers to edge devices, investors must decide which chip titan offers better value: Advanced Micro Devices (NASDAQ:AMD) or Qualcomm (NASDAQ:QCOM)? Advanced Micro Devices has transformed itself from a secondary CPU maker into a powerho…
Article detailsHistorical record
As the artificial intelligence boom shifts from cloud servers to edge devices, investors must decide which chip titan offers better value: Advanced Micro Devices (NASDAQ:AMD) or Qualcomm (NASDAQ:QCOM)? Advanced Micro Devices has transformed itself from a secondary CPU maker into a powerhouse in data center GPUs and high-performance computing. Meanwhile, Qualcomm is leveraging its dominance in smartphone connectivity to expand into automotive systems and on-device AI. Both companies are vying for leadership in a rapidly evolving hardware landscape. The case for Advanced Micro Devices Advanced M
- Published
- 11 Sep 2026 16:17
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Balance SheetEarningsNet IncomeSemiconductorsTech
10Sep 2026
Quick Read AMD's Data Center revenue doubled year-over-year to $6.7B in Q2 2026, with shares up 143% YTD and a credible path toward $800 per share by 2028. Lisa Su guided revenue growth substantially above 35% and EPS exceeding $20, backed by anchor GPU commitments from OpenAI, Meta, Anth…
Article detailsHistorical record
Quick Read AMD's Data Center revenue doubled year-over-year to $6.7B in Q2 2026, with shares up 143% YTD and a credible path toward $800 per share by 2028. Lisa Su guided revenue growth substantially above 35% and EPS exceeding $20, backed by anchor GPU commitments from OpenAI, Meta, Anthropic, and Oracle. Reaching $800 hinges on Helios ramping on schedule, FY2027 EPS landing near $19.96, and the AI capex cycle holding, though tariff escalation or a China ban could derail it. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and AMD didn
- Published
- 10 Sep 2026 14:15
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
AIEarningsFourth QuarterPrice TargetRevenue Growth
10Sep 2026
Quick Read Iran tensions pushed Brent Crude above $100 while the 10-year Treasury yield hit 4.84%, a near 3-year high, dragging all major indices lower. JPMorgan upgraded Meta Platforms to Overweight with an $820 target while Piper Sandler initiated both AMD and NVIDIA with Overweight rat…
Article detailsHistorical record
Quick Read Iran tensions pushed Brent Crude above $100 while the 10-year Treasury yield hit 4.84%, a near 3-year high, dragging all major indices lower. JPMorgan upgraded Meta Platforms to Overweight with an $820 target while Piper Sandler initiated both AMD and NVIDIA with Overweight ratings. Gold surged to $4,400 as Goldman Sachs held its $4,900 year-end target, while Bitcoin tracked gold higher near $78,000 despite falling equities. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the
- Published
- 10 Sep 2026 13:09
- Catalyst
- Analyst action
- Coverage
- Direct company
- Duplicates
- 1 consolidated
CryptoDowngradesInflationRatingsUpgrades
09Sep 2026
ArchivedNegative tone
Advanced Micro Devices (AMD) Ascends While Market Falls: Some Facts to Note
In the latest close session, Advanced Micro Devices (AMD) was up +2.77% at $519.73. The stock outpaced the S&P 500's daily loss of 0.48%. Meanwhile, the Dow lost 0.77%, and the Nasdaq, a tech-heavy index, lost 0.64%. Prior to today's trading, shares of the chipmaker had gained 6.62% outpa…
Article detailsHistorical record
In the latest close session, Advanced Micro Devices (AMD) was up +2.77% at $519.73. The stock outpaced the S&P 500's daily loss of 0.48%. Meanwhile, the Dow lost 0.77%, and the Nasdaq, a tech-heavy index, lost 0.64%. Prior to today's trading, shares of the chipmaker had gained 6.62% outpaced the Computer and Technology sector's gain of 0.4% and the S&P 500's loss of 0.97%. The investment community will be paying close attention to the earnings performance of Advanced Micro Devices in its upcoming release. On that day, Advanced Micro Devices is projected to report earnings of $1.9 per share, wh
- Published
- 9 Sep 2026 22:45
- Catalyst
- Earnings
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- 1 consolidated
EarningsEarnings GrowthPrice TargetSemiconductorsTech
09Sep 2026
On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD's Instinct MI355X GPUs and EPYC CPUs directly with Cisco's Silicon One-…
Article detailsHistorical record
On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD's Instinct MI355X GPUs and EPYC CPUs directly with Cisco's Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. Beyond this immediate launch, the trio plans to deploy up to 250 MW of capacity powered by next-gen AMD MI400 Series GPUs starting in 2027, staying on track for a massive 1 GW platform by 2030. The milestone highl
- Published
- 9 Sep 2026 22:32
- Catalyst
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- 1 consolidated
AIData CenterDividendsGrowthNetworkingPrice Target
09Sep 2026
ArchivedPositive tone
Guidance Upside Drives Advanced Micro Devices (AMD) Higher, Hurting Non Owners
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the "American Century Investments Focused Dynamic Growth Fund". The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due…
Article detailsHistorical record
American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the "American Century Investments Focused Dynamic Growth Fund". The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback in June as momentum waned and investors anticipated potential interest rate hikes by the Federal Reserve. Growth and AI stocks outperformed value stocks, while large-cap companies generally sur
- Published
- 9 Sep 2026 16:36
- Catalyst
- Earnings
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- Duplicates
- 1 consolidated
AIEarningsEarnings GrowthGuidanceHedge FundsSemiconductors
08Sep 2026
ArchivedPositive tone
Why AMD Stock Popped Today?
This article first appeared on GuruFocus. Advanced Micro Devices (AMD) shares soared more than 5% Tuesday after the chipmaker outlined a larger opportunity in artificial intelligence and raised expectations for its data-center business at the Citi 2026 Global TMT Conference. AMD now estim…
Article detailsHistorical record
This article first appeared on GuruFocus. Advanced Micro Devices (AMD) shares soared more than 5% Tuesday after the chipmaker outlined a larger opportunity in artificial intelligence and raised expectations for its data-center business at the Citi 2026 Global TMT Conference. AMD now estimates the AI market could reach $2 trillion by 2030. The company also expects data-center sales to approach $70 billion in 2027, roughly double the business size it anticipates for 2026. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator
- Published
- 8 Sep 2026 22:20
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Artificial IntelligenceData CentersSemiconductors
08Sep 2026
ArchivedNeutral tone
AMD Stock Rises as CFO Claims Its Addressable Market Could Reach $3 Trillion
Investors were piling into the chip designer after its CFO said that artificial-intelligence demand will drive a total market for AMD’s products to around $3 trillion in 2030. Continue Reading
Article detailsHistorical record
Investors were piling into the chip designer after its CFO said that artificial-intelligence demand will drive a total market for AMD’s products to around $3 trillion in 2030. Continue Reading
- Published
- 8 Sep 2026 18:50
- Catalyst
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Artificial IntelligenceSemiconductors
08Sep 2026
ArchivedPositive tone
AMD shares surge as chipmaker eyes $2 trillion AI market
Investing.com -- Advanced Micro Devices shares jumped roughly 7% on Tuesday after management outlined an aggressive artificial-intelligence growth strategy at the Citi Global TMT Conference, anchored by a new $2 trillion total addressable market estimate by 2030. At the core of AMD's thes…
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Investing.com -- Advanced Micro Devices shares jumped roughly 7% on Tuesday after management outlined an aggressive artificial-intelligence growth strategy at the Citi Global TMT Conference, anchored by a new $2 trillion total addressable market estimate by 2030. At the core of AMD's thesis is a pivotal shift in the AI landscape. Computing demand is rapidly transitioning from training large AI models to executing them—a process known as inference. According to Citi's summary of the event, AMD management noted that "In the past twelve months, Inference has become the majority driver of AI compu
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- 8 Sep 2026 17:50
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Artificial IntelligenceData CentersFourth QuarterGrowth StrategyInferenceSemiconductors
08Sep 2026
ArchivedNeutral tone
Advanced Micro Devices Sees AI Boom Fueling MI450, Helios and Server CPU Growth
Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects a major AI product ramp: MI450 shipments are scheduled to begin at the end of the third quarter, with a sharp increase in the fourth quarter and further growth through 2027. Helios rack…
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Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects a major AI product ramp: MI450 shipments are scheduled to begin at the end of the third quarter, with a sharp increase in the fourth quarter and further growth through 2027. Helios rack-scale systems are being developed with customers including Meta, OpenAI and Anthropic, although deployment involves significant supply-chain and manufacturing complexity. AI demand is broadening beyond GPUs: AMD sees inference and agentic AI driving demand for server CPUs, specialized accelerators, adaptive c
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- 8 Sep 2026 16:02
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Artificial IntelligenceData CentersFourth QuarterQuarterly ResultsRevenue GrowthSemiconductors
08Sep 2026
ArchivedNeutral tone
AI-Optimized Processors Fuel Advanced Micro Devices (AMD) Stock Growth
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Insti…
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Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, wi
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- 8 Sep 2026 15:36
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AIEarningsEarnings GrowthSemiconductorsSustainable InvestingTech
08Sep 2026
Advanced Micro Devices: Tracking Recent Historical Paths in Quarterly Revenue Growth Advanced Micro Devices (NASDAQ:AMD) primarily earns its ongoing corporate revenue by developing high-performance computing processors, specialized graphics units, and semi-custom system-on-chip components…
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Advanced Micro Devices: Tracking Recent Historical Paths in Quarterly Revenue Growth Advanced Micro Devices (NASDAQ:AMD) primarily earns its ongoing corporate revenue by developing high-performance computing processors, specialized graphics units, and semi-custom system-on-chip components for desktop personal computers, corporate servers, and commercial gaming consoles. It recently announced a multi-gigawatt infrastructure agreement with Core Scientific and expanded an existing corporate relationship with Microsoft, while reporting approximately 17% operating margin for the quarter ended June
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- 8 Sep 2026 14:00
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EarningsSemiconductorsTech
03Sep 2026
ArchivedPositive tone
AMD (AMD) Stock May Be 24% Undervalued On Saudi AI Expansion
Advanced Micro Devices has delivered a very large 5-year gain, yet its current valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples lean expensive. Over the past 5 years, Advanced Micro Devices has return…
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Advanced Micro Devices has delivered a very large 5-year gain, yet its current valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market based multiples lean expensive. Over the past 5 years, Advanced Micro Devices has returned about 330.5%, which places extra focus on whether today's price still leaves enough room for attractive future returns. Recent AI and data center partnerships, including new infrastructure deployments in Saudi Arabia and wider use of AMD EPYC processors in confidential computing, can support growth expectat
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- 3 Sep 2026 22:09
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AIData CentersEarningsFree Cash FlowIntrinsic ValueSemiconductors
03Sep 2026
ArchivedNeutral tone
Why Is AMD (AMD) Becoming More Important In Secure AI Infrastructure?
Advanced Micro Devices (NasdaqGS:AMD) has taken a larger role in secure AI infrastructure through its contributions to the Linux Foundation TRACE project for verifiable AI runtime governance. TRACE aims to set common standards for how AI workloads are monitored and governed across cloud a…
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Advanced Micro Devices (NasdaqGS:AMD) has taken a larger role in secure AI infrastructure through its contributions to the Linux Foundation TRACE project for verifiable AI runtime governance. TRACE aims to set common standards for how AI workloads are monitored and governed across cloud and data center environments, with AMD helping shape requirements for hardware based attestation. Anjuna has launched a confidential computing platform that runs on AMD Secure Encrypted Virtualization, giving enterprises new options to keep AI and data workloads protected in use. These developments build on, bu
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- 3 Sep 2026 21:12
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AIConfidential ComputingData CentersSemiconductorsSplit
03Sep 2026
ArchivedPositive tone
Why Is Advanced Micro (AMD) Down 5.2% Since Last Earnings Report?
It has been about a month since the last earnings report for Advanced Micro Devices (AMD). Shares have lost about 5.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Advanced Micro due for a breakout?…
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It has been about a month since the last earnings report for Advanced Micro Devices (AMD). Shares have lost about 5.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Advanced Micro due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. AMD Q2 Earnings Beat Estimates, Strong Data Center Aids Revenue Growth Advanced Micro Devices reported second-quarter 2026 non
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- 3 Sep 2026 16:30
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AIData CenterEarningsEarnings ReleaseEarnings ReportFourth Quarter
03Sep 2026
ArchivedPositive tone
Artisan Trimmed AMD (AMD) After Its AI-Driven Surge
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as re…
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Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly b
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- 3 Sep 2026 14:19
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AIEarningsGuidanceSemiconductors
02Sep 2026
ArchivedNeutral tone
Advanced Micro Devices (AMD) Dropped, So What Is Driving Attention Now?
Advanced Micro Devices (AMD) stock is back in focus after the company and partners Cisco and HUMAIN outlined plans to deploy up to 250 MW of AI infrastructure in Saudi Arabia starting in 2027. Despite the Saudi AI announcement and other partnerships around secure AI infrastructure, Advanc…
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Advanced Micro Devices (AMD) stock is back in focus after the company and partners Cisco and HUMAIN outlined plans to deploy up to 250 MW of AI infrastructure in Saudi Arabia starting in 2027. Despite the Saudi AI announcement and other partnerships around secure AI infrastructure, Advanced Micro Devices' recent share price has eased, with the 7-day share price return down 4.08% and the 90-day share price return down 15.28%. At the same time, the year-to-date share price return is up 105.67% and the 1-year total shareholder return is 183.15%. This combination suggests powerful longer term mome
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- 2 Sep 2026 20:06
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AIData CentersNet IncomeSemiconductorsShare PriceShareholder
31Aug 2026
For Immediate Release Chicago, IL – August 31, 2026 – Zacks Equity Research shares Advanced Energy Industries AEIS as the Bull of the Day and Fluence Energy, Inc. FLNC as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Broadcom Inc AVGO, Advanced Micro Devices…
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For Immediate Release Chicago, IL – August 31, 2026 – Zacks Equity Research shares Advanced Energy Industries AEIS as the Bull of the Day and Fluence Energy, Inc. FLNC as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Broadcom Inc AVGO, Advanced Micro Devices, Inc. AMD and NVIDIA Corporation NVDA. Here is a synopsis of all five stocks: Bull of the Day: Advanced Energy Industries is a leader in precision power conversion, measurement, and control solutions riding two of the strongest spending cycles in tech: AI data centers and advanced semiconductor manufacturing.
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- 31 Aug 2026 15:54
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AIBalance SheetEarningsEarnings GrowthPrice Target
30Aug 2026
ArchivedNeutral tone
Advanced Micro Devices (AMD) Is Exposed To Proposed US Chip Tariffs
Advanced Micro Devices (NasdaqGS:AMD) is in focus as the U.S. government reportedly weighs new tariffs on semiconductors and related technology hardware. The potential measures target imported chips and components that could affect AMD's supply chain and manufacturing costs. Any tariff de…
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Advanced Micro Devices (NasdaqGS:AMD) is in focus as the U.S. government reportedly weighs new tariffs on semiconductors and related technology hardware. The potential measures target imported chips and components that could affect AMD's supply chain and manufacturing costs. Any tariff decision would add a fresh regulatory risk factor for AMD in addition to existing attention on AI and security issues. This possible shift in trade policy highlights the broader story around AI infrastructure supply chains, which many investors are exploring through 56 AI infrastructure stocks.NasdaqGS:AMD 1-Yea
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- 30 Aug 2026 19:20
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AIBalance SheetSemiconductorsSupply ChainTariffs
28Aug 2026
ArchivedNeutral tone
Why Is AMD Stock Sliding on Friday?
Advanced Micro Devices Inc(NASDAQ:AMD) stock fell nearly 1% on Friday as investors weighed new semiconductor tariff risks that could raise costs across chips, data center servers and other technology hardware. Tariff Uncertainty Adds Risk For AI Hardware The Trump administration is report…
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Advanced Micro Devices Inc(NASDAQ:AMD) stock fell nearly 1% on Friday as investors weighed new semiconductor tariff risks that could raise costs across chips, data center servers and other technology hardware. Tariff Uncertainty Adds Risk For AI Hardware The Trump administration is reportedly considering new semiconductor tariffs that could extend beyond chips to products containing semiconductors, including laptops, gaming consoles and data center servers. Commerce Secretary Howard Lutnick reportedly favors linking tariff relief for foreign companies to investments in U.S. chip manufacturing.
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- 28 Aug 2026 17:04
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AIPrice TargetSemiconductorsTariffs
28Aug 2026
ArchivedNeutral tone
Advanced Micro Devices Stock Ran The Roadmap It Had Already Published
Image from Pixabay The rack platform and the server line behind the run were both named in the company's own calls before the stock moved. Advanced Micro Devices (AMD) stock has run from $166.62 to $476.67 since late August 2025, a gain of 186% against 20.5% for the S&P 500. A move that s…
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Image from Pixabay The rack platform and the server line behind the run were both named in the company's own calls before the stock moved. Advanced Micro Devices (AMD) stock has run from $166.62 to $476.67 since late August 2025, a gain of 186% against 20.5% for the S&P 500. A move that size usually gets filed as a surprise. This one was not: the rack platform behind it and the server line beside it were both described by management beforehand. The Rack Was Bought Before It Was Built The earliest sign was an acquisition. AMD closed its purchase of ZT Systems on March 31, 2025 to build rack-lev
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- 28 Aug 2026 16:07
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CloudData CentersEarningsGuidanceSemiconductors
27Aug 2026
ArchivedNeutral tone
Cathie Wood’s ARK Just Dumped AMD Stock. What She’s Buying Instead.
Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector. Continue Reading
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Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector. Continue Reading
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- 27 Aug 2026 16:48
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Semiconductors
26Aug 2026
On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion. The firm joined a broader wave of tech-sector fundraising for AI investment just days after rival Intel Corporation (NASDAQ:INTC) raised $20…
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On August 13, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) launched a four-part bond offering that could raise between $4 billion and $5 billion. The firm joined a broader wave of tech-sector fundraising for AI investment just days after rival Intel Corporation (NASDAQ:INTC) raised $20 billion in an upsized stock offering. Why This Matters Both chip rivals went to capital markets within the same week to fund AI-related spending, but through very different instruments: debt for AMD, new stock for Intel. Does AMD's debt strategy protect current shareholders better than Intel's stock sales, or
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- 26 Aug 2026 18:02
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AIBalance SheetBondsCapital MarketsFundraisingTech
26Aug 2026
ArchivedNeutral tone
What Is Advanced Micro Devices (AMD) Telling Investors With Its AI Security Push?
Advanced Micro Devices (NasdaqGS:AMD) introduced TRACE, an open specification for verifiable AI runtime evidence, now under Linux Foundation governance. TRACE is designed as a vendor neutral, hardware enforced standard to support trusted and transparent AI workloads across enterprise and …
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Advanced Micro Devices (NasdaqGS:AMD) introduced TRACE, an open specification for verifiable AI runtime evidence, now under Linux Foundation governance. TRACE is designed as a vendor neutral, hardware enforced standard to support trusted and transparent AI workloads across enterprise and sovereign infrastructure. Separately, Anjuna Seaglass confidential computing is rolling out on AMD EPYC CPUs using AMD Secure Virtualization to protect sensitive on premises data. The two initiatives target secure AI and confidential computing use cases that are important for regulated industries and broader A
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- 26 Aug 2026 08:10
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AIConfidential ComputingSemiconductors
25Aug 2026
ArchivedPositive tone
AMD Stock Gets a ‘Strong Buy’ Upgrade: Why It Could Outperform Nvidia
Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand. Continue Reading
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Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand. Continue Reading
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- 25 Aug 2026 18:38
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EarningsSemiconductors
25Aug 2026
ArchivedPositive tone
AMD Stock Upgraded To Strong Buy. Here's Why.
Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform. Continue Reading
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Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform. Continue Reading
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- 25 Aug 2026 15:00
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Strong BuyUpgrade Downgrade
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