Advanced Micro Devices, Inc. (AMD)
AMD Drops 6% Despite Record Quarter as NVIDIA Gains 4% on SpaceX Nod
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are down 6% to $486.60 Wednesday morning despite a record Q2 2026 report after Tuesday's close.
Reaction to AMD Earnings Shows Why It's Hard Being in Second Place
AMD stock is slumping amid questions about its ability to take market share from Nvidia.
3 reasons AMD's stock is falling in the face of its latest earnings report
Analysts noted that the company delivered muted upside with its results, underwhelmed some investors with its margin outlook and was simply up against high expectations.
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AMD: A 'Buy The Rumor, Sell The News' Situation (Upgrade)
Advanced Micro Devices, Inc. delivered a strong Q2, with revenue and EPS beating expectations and robust guidance for Q3. Data Center segment was the standout, posting 107% YoY growth and significant sequential gains, validating AMD's AI-driven momentum. Despite the strong quarter, valuation concerns persist, with a thin margin of safety and an adjusted 2030 P/E of 21.5x.
AMD: The Sell-Off Is Missing The 2027 Data Center Setup
Advanced Micro Devices (AMD) delivered record Q2 revenue of $11.5B, with Data Center revenue up 107% YoY to $6.7B, now 58% of total sales. Q3 guidance of $13B revenue and 56% gross margin signals ongoing Data Center momentum, with management projecting Data Center sales to more than double in 2027. Margins remain robust despite rising capex: Q2 non-GAAP gross margin was 56%, and free cash flow reached $1.56B, supported by a strong balance sheet.
AMD Q2 2026: More Exposed To AI Capex Than Ever Before
Advanced Micro Devices (AMD) delivered a robust H1 2026, with strong profit and revenue growth, especially in the Data Center segment. AMD's Data Center now generates over half of total revenue, while Client & Gaming and Embedded segments face stagnation or decline. Future growth hinges on a few hyperscaler and AI partnerships; concentration risk is rising as non-Data Center segments weaken.
AMD stock just crashed 8%; Here's why
After gaining 7% during the August 4 session and meeting the closing bell at $518.58, Advanced Micro Devices (NASDAQ: AMD) stock reversed in the after-hours and plummeted 8.80% to $472.94 by press time on August 5.
AMD's problem is not demand. It is where the demand comes from
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of about $1.60.
AMD Vs. Broadcom: Why Broadcom is Actually Nvidia's Biggest Problem
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and AMD (NASDAQ: AMD) both closed earnings season with data center results that force a rethink of Nvidia's real competition.
AMD: Patience Is A Virtue, But Valuation Matters (Downgrade)
Despite outperforming consensus expectations for Q2 2026, AMD stock is taking a hit in after-hours session. Data Center segment drove results, now 58% of revenue, with robust growth and strategic AI partnerships poised to accelerate H2 2026 performance. Gross margin expanded to 56% and operating margin to 27%, supporting strong cash flow generation and bolstering net cash position to ~$10B.
AMD stock sinks 9% after record quarter as Wall Street spots a hidden margin trap
Advanced Micro Devices (NASDAQ: AMD) delivered the sort of quarter that normally sends a semiconductor stock higher. The chipmaker posted record revenue, earnings above expectations, data-centre sales that more than doubled and guidance comfortably ahead of consensus.
