Advanced Micro Devices, Inc. (AMD)
Expert warns this stock is signaling start of AI bubble burst
Amid lingering concerns about a possible artificial intelligence (AI) sector bubble, a trading expert has warned that Advanced Micro Devices (NASDAQ: AMD) may be flashing early warning signs.
AMD: High Growth At A Reasonable Price As AI Adoption Accelerates
AMD: High Growth At A Reasonable Price As AI Adoption Accelerates
Meet My Top 5 Artificial Intelligence (AI) Stocks for 2026
AMD is battling to gain some ground on Nvidia in the GPU space. Alphabet's TPUs, which it designed in partnership with Broadcom, could become the market's next hot computing units.
Here's Why Advanced Micro Devices (AMD) Fell More Than Broader Market
Advanced Micro Devices (AMD) closed at $210.78 in the latest trading session, marking a -4.81% move from the prior day.
AMD Enters A New Phase
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.
News Events Push Around AMD Stock
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.
AMD: The OpenAI Partnership, Data Center Dominance - And A Breakout To $300?
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
Advanced Micro Devices, Inc. (AMD) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Will Strong Data Center Growth Push Up AMD's Stock Higher in 2026?
AMD surges 70% on booming demand for EPYC chips and Instinct GPUs, but faces stiff AI competition and valuation concerns.
2 Other Chip Stocks to Watch as U.S. Clears Sales to China
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.
Nvidia, AMD Rise In Premarket After Trump Greenlights Sale Of Advanced AI Chips To China
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!
AMD: The Best Case Inference Scenario Has Arrived (Rating Upgrade)
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.
