Advanced Micro Devices, Inc. (AMD)
Arm Holdings, AMD, Intel Crater in CPU Stock Shock
Shares of three of 2026's hottest CPU names are cratering at the open. Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is down 8% to $198.76, Advanced Micro Devices (NASDAQ:AMD) shares are off 5% to $316.59, and Intel (NASDAQ:INTC) stock has slipped 3% to $82.17.
4 Best-Performing ETF Areas of Last Week
Cannabis, semis, crude & hydrogen ETFs led last week as AI momentum, policy boost and Middle East tensions shaped market trends.
Nvidia Stock Falls. What's Hitting AMD, Broadcom and the AI Chip Players.
Nvidia, Advanced Micro Devices and Broadcom were all dropping amid worries about the sustainability of OpenAI's spending.
AMD: Inference And Agentic AI Are Expanding Its Runway
I am reiterating Advanced Micro Devices with a Buy rating because AI demand is no longer a narrow training story. It is widening into inference, agentic, and sovereign AI. Growth over the next 12 months should be driven by record data center momentum and stronger than expected EPYC CPU demand and visible production pipelines across META, ORCL and NTNX. AMD is trading at a discount forward non-GAAP PEG of 1x vs. the sector median of 1.45x. My price target sits at $406 based on a 35x forward P/E multiple.
Advanced Micro Devices (AMD) Stock Sinks As Market Gains: Here's Why
Advanced Micro Devices (AMD) reached $334.49 at the closing of the latest trading day, reflecting a -3.83% change compared to its last close.
Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is everywhere right now because it just posted Q4 revenue of $68.13 billion, up 73.2% year-over-year, and Jensen Huang declared that “the agentic AI inflection point has arrived.
Advanced Micro (AMD) Soars 13.9%: Is Further Upside Left in the Stock?
Advanced Micro (AMD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
AMD Is Up 65% in April: It's Not Just Intel Momentum
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are trading near $333 in midday action Monday, down 4% on the session after Northland cut its rating.
Why AMD Can Stay Hotter Longer Than NVIDIA
AMD (NASDAQ: AMD | AMD Price Prediction) and NVIDIA (NASDAQ: NVDA) both just delivered the kind of quarters that make me grin at my screen.
AMD CEO Says We're Only in Year 2 of 10-Year AI Build Out: Here's the Stock That Profits Most
AMD (NASDAQ:AMD | AMD Price Prediction) CEO Lisa Su told the Axios AI+ Summit last week that “We're only in year two of a ‘massive ten-year cycle' of rapid AI advancements and infrastructure build-out.
Northland Downgrades AMD to Market Perform: Is the Chip Rally Running on Fumes?
Northland Capital Markets analyst Gus Richard downgraded Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock to Market Perform from Outperform on Monday with a $260 price target.
AMD: Compute-For-Equity Looks Dilutive, But It's Actually A Strategic Masterstroke
Advanced Micro Devices, Inc. has outperformed, exceeding my bullish price target and demonstrating robust growth potential despite dilution concerns. The compute-for-equity deals with Meta and OpenAI could dilute shares by up to 16.5% but preserve AMD's pricing power and enable significant follow-up orders. Even factoring in warrant vesting, AMD maintains 64% upside potential to a $569.28 2027 price target, driven by 36% sales and 63% EBITDA growth rates.
