Advanced Micro Devices, Inc. (AMD)
5 Things to Know Before the Stock Market Opens
Stock futures are lower this morning following a big tech-fueled rally on Monday amid hopes that the federal government shutdown is set to end soon; the Senate late Monday passed legislation to fund the government through January, sending the measure to the House of Representatives; CoreWeave (CRWV) shares are plunging after its full-year revenue projections came up short of analysts' expectations; and Advanced Micro Devices (AMD) is expected to provide important AI updates at its financial analyst day event. Here's what you need to know today.
AMD Faces Its Biggest Skepticism Test Yet
Advanced Micro Devices (AMD) remains a Strong Buy, with shares undervalued ahead of its pivotal 2025 Analyst Day and major AI accelerator deals. Recent billion-dollar agreements with OpenAI and Oracle have driven AMD's growth, particularly in the data center (DC) segment, fueling optimism for future revenue. Markets have revised AMD's revenue growth forecasts upward, but skepticism still persists regarding execution risks and the company's ability to match its 60% TAM CAGR target.
AMD expected to outline plans for AI chip business at analyst day
Advanced Micro Devices is expected on Tuesday to outline the company's plans for its artificial intelligence chip and systems businesses at a financial analyst day at the Nasdaq in New York.
AMD's First-Ever Analyst Day Is Today. Wall Street Is Watching for Catalysts.
Traders may be watching for updated financial targets from Advanced Micro Devices as it hosts an investor day, its first, later today.
AMD's ROCm 7 And Helios Narrow The NVIDIA Gap
Advanced Micro Devices (AMD) delivered strong Q3'25 results, with 36% YoY revenue growth and robust performance in Data Center, Client, and Gaming segments. AMD's Data Center segment remains the primary growth driver, while ROCm 7 software and partnerships with OpenAI and Oracle position AMD to narrow the gap with NVIDIA (NVDA). Despite appearing overvalued on traditional metrics, AMD's long-term growth potential is underappreciated as it evolves into a full AI systems provider with Helios and next-gen GPUs.
What Moved Markets This Week
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AMD: When You Should Start Buying This Dip (Technical Analysis)
Advanced Micro Devices, Inc. faces continued near-term price correction, with a likely pullback to the $190-$200 range after its Q3 earnings report. Technical indicators, including expanding volume and widened Bollinger Bands, suggest continued selling pressure and increased volatility for AMD shares. Even at a ~$200 share price, AMD would still trade at a premium 50x forward P/E.
Here Are Friday's Top Wall Street Analyst Research Calls:
The futures trade lower on Friday as we prepare to end a brutal week for stocks that saw some of the most significant spikes in volatility since earlier this year.
AMD Stock After Strong Q3 Earnings - Still a Buy or Overvalued?
AMD's stellar Q3 results, upgraded outlook, and major AI deals with OpenAI and Oracle highlight growth momentum but raise valuation concerns.
Here's What Wall Street Analysts Are Saying About AMD's Earnings
Advanced Micro Devices investors have become harder to impress.
Analyzing AMD's Capacity & Lack of "A.I. Visibility" Despite Beat & Raise
AMD Inc. (AMD) saw a slight rebound after Tuesday's postmarket earnings sell-off. Matthew Bryson attributes some of the stock weakness to a lack of "A.I.
AMD Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall
Advanced Micro Devices' Q3 revenues jump 35.6% year over year, powered by booming Data Center demand and strong Client and Gaming growth.
