Advanced Micro Devices (AMD) closed at $210.78 in the latest trading session, marking a -4.81% move from the prior day.
Advanced Micro Devices, Inc. frames AI as a multi-decade investment cycle, with growth constrained by power, packaging, memory, and data center deployment, not demand. AMD management targets 55–58% long-term gross margins by monetizing GPUs, CPUs, and networking while avoiding low-margin rack or systems resale. The OpenAI 6-gigawatt partnership accelerates ecosystem adoption, shortening sales cycles and validating AMD infrastructure across hyperscalers and neoclouds.
If you hold Advanced Micro Devices (AMD), this week has been unsettling. The stock hasn't plummeted like Oracle, but the pressure could be building.
Advanced Micro Devices, Inc.'s Q3 2025 results delivered record revenue of $9.25 billion, up 36% year-over-year, with EPS of $1.20 beating consensus by 2.56%. The landmark 6-gigawatt OpenAI partnership positions AMD as a core AI infrastructure provider, with potential revenue exceeding $90 billion over the deal's lifetime. AMD's Data Center segment revenue hit a record $4.3 billion, up 22% YoY, driven by EPYC server CPU market share gains to around 40% and accelerating Instinct MI350 GPU adoption.
Advanced Micro Devices, Inc. (AMD) Presents at Barclays 23rd Annual Global Technology Conference Transcript
AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.
Wall Street is closely monitoring the semiconductor sector today, after U.S. President Donald Trump announced Nvidia (NVDA) can ship its H200 AI chips to China, as long as the U.S. government receives 25% of sales.
The president made the announcement on his Truth Social platform, saying he had “informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security.” Trump's post did not offer any specifics about these National Security-related conditions, however, the president said Xi has responded “positively!
Advanced Micro Devices is upgraded, driven by a transformative partnership with OpenAI and robust AI-driven demand. AMD's data center business is expected to achieve a 60% CAGR, supporting management's target of $20 EPS and 35% operating margins by 2030. AMD's net cash balance sheet and reasonable 34x forward earnings multiple provide downside support amid sector volatility and ambitious growth targets.
Advanced Micro Devices (AMD) has seen its share of sharp pullbacks before — the stock has dropped more than 30% in under two months on 14 separate occasions in recent years, erasing billions in market value and vaporizing hard-won gains in a matter of weeks. History shows that AMD is far from immune to abrupt declines, raising a pressing question: how could the stock crash again from here?
Advanced Micro Devices (AMD) has seen its share of sharp pullbacks before — the stock has dropped more than 30% in under two months on 14 separate occasions in recent years, erasing billions in market value and vaporizing hard-won gains in a matter of weeks. History shows that AMD is far from immune to abrupt declines, raising a pressing question: how could the stock crash again from here?
Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.