Nvidia, AMD and Intel stocks fell in Friday premarket trading as investors took money off the table less than 24 hours after Nvidia's blockbuster earnings sparked a semiconductor rally. Nvidia and AMD were down about 1.5%, while Intel slipped more than 2%.
Cerebras gains the edge over AMD with faster growth, $25.4B in RPOs and expanding AI capacity, despite profitability and customer concentration risks.
AMD is adding native UCIe 1.1 to select Versal adaptive SoCs, expanding chiplet connectivity for AI, networking and embedded applications.
Nvidia's blowout earnings gave semiconductor stocks a lift on Thursday, after the world's leading AI chipmaker projected 70% revenue growth for fiscal 2028 and signaled that demand for artificial intelligence infrastructure remains well above current supply. The Philadelphia Semiconductor Index rose about 1.7%, while shares of Marvell Technology, Arm Holdings, SK Hynix and Broadcom also gained.
Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector.
August 2026 has proven to be a busy insider trading month for multiple prominent technology companies, and Advanced Micro Devices (NASDAQ: AMD) has been no exception.
AMD and INTC have outperformed NVDA in 2026 as AI infrastructure expands, with strong data center growth and significant upside potential.
Bookings are growing fast and it's only a matter of time before revenue catches up, says KeyBanc analyst Brandon Nispel in a research note.
AMD remains well-positioned for sustained growth, driven by robust AI compute demand and a rapidly expanding TAM through 2030. Q2 saw revenue grow to $11.5 billion, with data center segment growth accelerating to 107%. Margins also improved year-over-year. Q3 guidance calls for $13 billion in revenue and 56% gross margin, reflecting continued strong demand and cost efficiency.
Advanced Micro Devices, Inc. expects Data Center revenue to more than double in 2027, with server CPU revenue growing above 70%. Helios combines MI450 GPUs, Venice CPUs, Pensando networking, and ROCm as AMD transitions toward complete rack-scale AI infrastructure. OpenAI, Meta, Anthropic and Microsoft commitments provide increasingly tangible demand visibility before AMD's major Helios revenue ramp begins.
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has ripped higher through 2026, with the stock up 123.75% year to date as data center revenue more than doubled and hyperscaler deals kept stacking up.
Semiconductor stocks bounced during the Tuesday, August 25, 2026 session, and the reason had less to do with the companies themselves than with a wire report about the Treasury Department's cash account.