Advanced Micro Devices, Inc. (AMD)
Here's why AMD stock could struggle in the second half of 2026
Advanced Micro Devices (NASDAQ: AMD) has rarely appeared in better financial shape, at least on the surface of its latest results. In its first quarter, the chipmaker posted revenue of $10.3 billion, up 38% from a year earlier, while data center sales surged 57% to $5.8 billion as demand for its EPYC CPUs and Instinct GPUs kept climbing.
Three must-own stocks to play the second wave of AI
The initial phase of the AI boom heavily concentrated capital within a narrow hardware monopoly, primarily rewarding Nvidia as its graphics processing units captured a 90% market share in model training. However, institutional focus is now rapidly pivoting toward the structural deployment of inference and agentic AI.
AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions
AMD (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking.
New Ryzen PRO 9000 Offerings Lift AMD's Client & Gaming: What's Ahead?
Advanced Micro Devices unveils Ryzen PRO 9000 workstation chips with 3D V-Cache, boosts performance for AI, simulation and gaming, with rollout set for H2 2026.
AMD Stock: I Called The Surge - Here's What Comes Next
Advanced Micro Devices, Inc. shares are surging, up 75% in the last month. CPU prices are rising as agentic AI demand explodes. AMD continues to execute in both CPUs and GPUs.
If Lisa Su Is Right, AMD Could Be as Big as Nvidia
Lisa Su's pitch on the Q1 call had a specific shape. She's arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse.
5 Companies Are Betting on Trump's China Pivot. Here's Who's Best Positioned.
President Trump's posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year.
EyePoint: DURAVYU's Durability Could Drive Significant Upside
EyePoint is rated a clear BUY, with central-case DCF modeling indicating roughly 2x upside from current levels. DURAVYU, EYPT's lead candidate for wet AMD and DME, has demonstrated a compelling durability profile in Phase 2 and could benefit from a large, high-turnover wet AMD market if confirmed. Probability-adjusted DCF values DURAVYU at ~$2.9B pre-dilution, with a final equity value of ~$2.3B and ~$27/share after an estimated 20% dilution.
Wall Street Is Worried About a ‘Sizzling' Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade.
Advanced Micro Devices Shareholders Back Board as Lisa Su Touts AI Growth
Advanced Micro Devices NASDAQ: AMD used its 2026 Annual Stockholders Meeting to secure shareholder approval for its director slate and key governance items, while Chair and CEO Lisa Su outlined the company's growth strategy centered on artificial intelligence and data center computing.
AMD Jumps 76% in a Month: Is There More Room for the Stock to Rise?
AMD is up 75.8% YTD as EPYC and Instinct drive data-center growth, but stiff competition and a pricey P/E leave the stock a hold.
Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation
The Wall Street debate over Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) crystallized on May 13, 2026, when two major firms reached opposite conclusions on the same stock.
