Advanced Micro Devices (AMD) reached $253.73 at the closing of the latest trading day, reflecting a +1.57% change compared to its last close.
Advanced Micro Devices targets a CAGR of 80% in AI revenues as Helios racks, Instinct GPUs and key global partnerships power data center growth.
Ahead of Intel's earnings later on Thursday, AMD's stock is riding the broad excitement over central processing units for AI servers.
Analysts are increasingly upbeat about AMD's momentum with central processing units for AI data centers.
In mid-January, the financial markets witnessed a notable anomaly. While Bitcoin's ($BTC) price faced significant downward pressure, dropping toward $91,000 due to rising geopolitical tensions, Riot Platforms NASDAQ: RIOT shares moved sharply in the opposite direction.
NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars for AI infrastructure buildout.
The 15% gain posted in the second week of 2026 is only the beginning of a significant movement that will be driven by an upcoming catalyst—the launch of its MI450 products later this year.
AMD has a robust history of rapid rallies. The stock experienced an increase of over 50% within two months on several occasions, particularly in 2013 and 2021, providing significant profits for shareholders.
AMD's recent pullback looks overdone ahead of Q4, as consensus underestimates systems-led monetization and improving AI infrastructure demand into 2026. The Helios platform shifts AMD from component sales to rack-scale deployments, expanding revenue capture across GPUs, CPUs, networking, and software for each build. MI350 ramp momentum and improving data center demand support a Q4 double beat, especially if gross margin prints above the guided 54.5%.
Shares of Advanced Micro Devices ( NASDAQ:AMD ) gained 10.83% over the past month after losing 12.69% the month prior.
Helios positions AMD as a turnkey AI platform provider, bundling MI455 GPUs, EPYC Venice CPUs, networking, and software. The repeatable rack-scale design allows hyperscalers to replicate deployments across thousands of racks, increasing revenue per AI buildout. System-level sales tie AMD's topline growth to client CapEx expansion, smoothing volatility between CPU and GPU demand cycles.
Advanced Micro Devices' product roadmap in the AI chip market could drive significant growth. CleanSpark, a leading Bitcoin miner, is well-positioned to capitalize on the increasing power demands of data centers.