Advanced Micro Devices, Inc. (AMD)
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.
Advanced Micro Devices, Inc. (AMD) Q2 2026 Earnings Call Transcript
Advanced Micro Devices, Inc. (AMD) Q2 2026 Earnings Call Transcript
AMD and SpaceX Earnings: Good or Bad?
Earnings season has continued at a rapid pace, with the latest results from Advanced Micro Devices AMD and SpaceX SPCX among the most polarizing releases investors have been waiting for.
AMD executives say the chip company has a key advantage over Nvidia: being more open
AMD embraces open-source as a strategy to compete with Nvidia in the AI chip market. AMD partnered with OpenAI and Anthropic to leverage open-source ROCm for AI chip programming.
Advanced Micro Devices Q2 Earnings Call Highlights
Advanced Micro Devices NASDAQ: AMD reported record second-quarter revenue and profitability, driven by growth in its data center, client and embedded businesses as demand increased for EPYC server processors and Instinct AI accelerators.
Early August Rally Brings Record Closing Highs
If "Sell in May and Go Away" isn't already a dead notion, this early trading week is killing it.
