Advanced Micro Devices, Inc. (AMD)
AMD Gains a Major Customer for Its Latest Tech Ahead of Its ‘Advancing AI' Event—Here's What You Need to Know
A major new customer for Advanced Micro Devices' latest tech has the chipmaker's stock rising to start what could be a pivotal week for the Nvidia rival.
AMD's Game-Changing Moment Has Arrived
Advanced Micro Devices, Inc. enters a pivotal catalyst week with its Advancing AI event, potentially redefining its multi-quarter growth trajectory. Surging demand for AMD's server CPUs and Instinct GPUs, fueled by agentic AI, has accelerated data center revenues to ~$19B, now half of total revenues. Anticipation centers on potential TAM expansion, new product launches (MI450/455 GPUs, Venice EPYC CPUs), and high-profile customer wins, possibly including Anthropic.
AMD stock gets a big boost from Microsoft ahead of AI event
Advanced Micro Devices (AMD) stock is pushing higher on Monday morning after the chipmaker announced a major, full-stack expansion of its strategic partnership with Microsoft (MSFT). The centerpiece of the new deal is MSFT committing to deploy AMD Helios Rackscale Solution “at scale” within its Azure cloud infrastructure.
AMD Just Got a Potential AI Heavyweight Customer. Here's The New Price Target
The AI infrastructure land grab has a new potential domino.
SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks
Shares of SK Hynix (NASDAQ:SKHY) are up 5% to $161.42 in Monday's early trading, leading a broad rebound across global chip stocks.
Prediction: Investors Will Be Happy if They Buy AMD Stock Before the Company's Big AI Event on July 22
AMD looks poised to rally with the company likely to make some big announcements at its Advancing AI event on July 22. New customer announcements are likely the biggest catalyst for the stock.
AMD Stock Is a Fraction of Nvidia's Size but Trades on the Same AI Story. Here's Where the Two Actually Diverge.
Nvidia's dominance in AI acclerators completely redefined the company. AMD continues to hold to a more diverse approach to data center components, changing less than Nvidia over time.
AMD: What I'm Watching Into The August 4 Earnings Print
Advanced Micro Devices is rated Buy, with fair value at $580, supported by a robust server-CPU franchise and contracted AI accelerator demand. AMD's server-CPU business is a high-margin, share-gaining engine, with TAM doubled to $120B+ by 2030 and 70%+ revenue growth guided for Q2. Contracted 12GW Instinct pipeline (Meta, OpenAI) and operating leverage de-risk 2027 earnings ramp, making the forward multiple less risky than it appears.
Stocks skid to losing week as Chinese AI fears fuel chipmaker rout
Mounting concerns over massive AI spending and the potential to create an “AI bubble” have fueled weeks of choppy tech stock trading.
Why Wall Street is looking ahead to this major event for AMD stock
Advanced Micro Devices (NASDAQ: AMD) shares fell 1.19% on Friday even as investors looked ahead to the chipmaker's Advancing AI 2026 event next week in San Francisco. Analysts expect the company to unveil new artificial intelligence products, customer wins, and long-term growth plans in the event.
Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?
Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AMD: Jefferies eyes Anthropic deal as Advancing AI 2026 event nears
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable market estimate for AI CPUs above $200 billion, topping the figure Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) (Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)) gave in May.
