Advanced Micro Devices, Inc. (AMD)
AMD: Buy The Helios Growth Inflection
Advanced Micro Devices delivered record Q2 revenue of $11.54B, with Data Center now 58% of sales and Helios shipments starting this quarter. AMD's Data Center revenue more than doubled, driven by broadening CPU and accelerator adoption, with 2027 Data Center revenue expected to more than double again. Q3 guidance projects $13B in revenue, 41% growth YoY, and continued margin expansion, underpinned by large-scale AI infrastructure commitments from OpenAI, Meta, Anthropic, and Microsoft.
AMD: Valuation Is Improving But Industry Risks Remain
Advanced Micro Devices, Inc. delivered strong Q2 results, with 50% YoY revenue growth to $11.5B, driven by robust data center demand. Despite solid fundamentals, AMD is rated a Hold due to industry volatility and near-term risks like supply chain disruptions and the ongoing RAM shortage. The upcoming Q4 2026 deployment of AMD Helios, a rack-scale AI system, is a key catalyst for potential future growth in data centers.
Why is AMD stock gaining 2% today?
AMD stock rose 2.7% on Thursday after Bank of America raised its long-term outlook for the server CPU market, arguing that the rise of AI agents is expanding the role of central processing units in data centers. The brokerage increased its estimate for the 2030 server CPU total addressable market (TAM) to more than $210 billion from around $170 billion, citing stronger AI compute demand and memory trends following second-quarter earnings across the semiconductor industry.
Is AMD in Trouble as SpaceX Goes Exclusive With NVIDIA?
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) shares caught quite the bid higher when Elon Musk surprisingly announced that his space empire, Space Exploration Technologies (NASDAQ:SPCX), would show loyalty to the great Jensen Huang by going exclusive with Nvidia's AI chips.
AMD's Post-Earnings Selloff Looks Temporary
Advanced Micro Devices, Inc. remains a Buy after Q2 2026 earnings, despite a 7-8% post-earnings decline, as fundamentals continue improving. Q2 revenue grew 50% YoY to $11.54B, with adjusted gross margin at 56% and data center EBIT margin reaching 31%, signaling robust operational leverage. Data center now drives 58% of revenue; upcoming catalysts include Helios rack-scale commercialization, EFB packaging, and strong EPYC CPU adoption.
AMD, Intel, and NVIDIA All Rally Wednesday After Series of Blockbuster AI Earnings Reports
Shares of the largest logic-chip makers pushed higher into Wednesday's close, riding a read-through from blockbuster AI-infrastructure earnings out of the server supply chain.
4 AI Stocks We Think Can Survive the Shakeout
With regular weekday Digest writer Jeff Remsburg on vacation, we've asked some of InvestorPlace's top analysts to share the ideas they're most excited about right now. Today, we're passing the baton to Thomas Yeung, Eric Fry's research analyst and fellow Digest writer.
5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday
Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon.
How Far Behind AMD is Intel?
AMD (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) both posted their strongest quarters in years, but the businesses underneath look nothing alike.
Advanced Micro Devices, Inc. (AMD) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
Advanced Micro Devices, Inc. (AMD) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
Rackspace: Already Generating Healthy Profit, AMD/Palantir Monetization Ahead
Rackspace remains a compelling AI infrastructure play, benefiting from recurring revenue and strategic enterprise partnerships. RXT's recent Q2 results highlight a favorable revenue mix shift toward private cloud deployments, reinforcing my "Buy" rating. Tier 1 partnerships with Palantir and AMD position RXT to capture a share of rapid AI-driven growth on a recurring basis.
AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027
Advanced Micro Devices NASDAQ: AMD expects continued rapid growth in its server CPU and data center businesses as demand for AI inference systems, including agentic AI workloads, expands, according to Matt Ramsay, the company's corporate vice president of financial strategy and investor relations.
