Advanced Micro Devices, Inc. (AMD)
AMD Shares Rise 33% in a Month: Buy, Sell or Hold the Stock?
AMD shares surge 33% in the past month as strong EPYC and Instinct demand drive growth, but high valuation and tough AI competition pose risks.
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 Amps Up Chip War
Plus. the “cobot” revolution, Musk's xAI supercomputer bonanza and how AI is complicating career advice, in this edition of the Technology newsletter.
The Score: Delta, AMD, Tesla and More Stocks That Defined the Week
Here are some of the major companies whose stocks moved on the week's news.
Top Stock Movers Now: AMD, Arm, Levi Strauss, and More
The major U.S. equities indexes dropped sharply Friday afternoon, wiping out early gains after President Trump threatened "massive" tariffs on Chinese goods in response to China's move to tighten rare earths export curbs. The Dow, S&P 500, and Nasdaq all lost over 1%.
Major Wall Street Firms Upgrade AMD, Oracle, Baidu And NVIDIA
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AMD: OpenAI Got A Bargin - I Wouldn't Hold Into Earnings
Advanced Micro Devices is now up+40% over the past five days on news of a partnership with OpenAI for a potential 10% stake and up to 6GW worth of chips. In our opinion, this is a very clever deal that hitched AMD to OpenAI's wagon and put it back in the AI story with leverage for 2H26. AMD's rally is overextended at current levels. High expectations are priced in, while concerns about gross margins and competitive threats from Nvidia and Intel remain.
5 Stocks Congress Quietly Bought in Q3—Should You Follow?
Few topics stir as much public frustration as lawmakers trading the same stocks they help regulate. While Congress is required to disclose its financial transactions, the system isn't exactly built for transparency.
Is AMD Turning Into Nvidia's Kryptonite? Here's How High It Can Go
AMD (NASDAQ:AMD ) and Nvidia (NASDAQ:NVDA ) have been locked in a high-stakes AI chip race that has sent investors into a frenzy, especially around AMD.
Advanced Micro Devices (AMD) Suffers a Larger Drop Than the General Market: Key Insights
Advanced Micro Devices (AMD) closed the most recent trading day at $232.89, moving 1.13% from the previous trading session.
Goldman Sachs sees OpenAI partnership a ‘substantial positive' for AMD, raises price target
Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) analysts view Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s strategic partnership with OpenAI as “a substantial positive for AMD,” pointing to improved competitive positioning in the accelerator market for both training and inference workloads. While the firm maintained its ‘Neutral' rating on the stock “given the potential funding risks tied to the business and likely high customer concentration for AMD's GPU datacenter business,” it noted that it “could be more constructive if we gain incremental confidence on the revenue stream and execution timeline for this deal in the coming quarters.
Why A Bad Deal Makes AMD A Strong Buy
AMD secures a landmark multi-year GPU supply deal with OpenAI, potentially adding tens of billions in incremental annual revenue from 2027 onward. The deal includes 160 million warrants for OpenAI, complicating the true economics but providing strong incentives for OpenAI to adopt AMD's products. Risks remain around OpenAI's ability to fund such large commitments, but the structure mitigates some risk and signals AMD's rising relevance in AI compute.
