Advanced Micro Devices Inc NASDAQ:AMD Price, Chart, News & Insight

NASDAQ:AMD

AMD Rises 3.1% After Bank of America Raises Price Target on AI Opportunity

Advanced Micro Devices (NASDAQ: AMD) shares gained 3.1% on Thursday after Bank of America raised its price target on the chipmaker from $500 to $560 while maintaining a Buy rating, reflecting growing confidence in the company's position within the rapidly expanding artificial intelligence market.

The higher target underscores Wall Street's increasingly bullish view that AMD is becoming a major beneficiary of the global AI infrastructure buildout. The company has been gaining traction with its AI accelerators and data center products, which are competing for a larger share of spending from cloud providers and enterprise customers seeking alternatives in the high-performance computing market.

Investor sentiment has improved as demand for AI-related hardware continues to accelerate across the technology sector. AMD's data center business has emerged as a key growth driver, supported by strong adoption of its latest server processors and AI-focused products.

The analyst upgrade also reflects expectations that AI-related capital expenditures will remain elevated for years as hyperscale cloud companies, enterprises, and governments continue investing heavily in next-generation computing infrastructure.

AMD has been one of the most closely watched semiconductor stocks during the AI boom, and the latest target increase suggests analysts see further upside potential as the company expands its presence in high-growth markets. Thursday's gain added to broader strength across semiconductor stocks as investors continued to favor companies positioned to benefit from long-term AI spending trends.

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European Investor 06-11-26

AMD Surges 17% in Premarket as AI Demand Drives Record Quarterly Results

May 6, 2026 · Earnings Report

Advanced Micro Devices delivered a blowout first quarter yesterday, beating expectations across all major financial metrics and sending shares 17% higher in premarket trading. The results were fueled by explosive growth in its Data Center business, which now accounts for more than half of total company revenue, as hyperscalers and enterprise customers raced to build out AI infrastructure.

First quarter revenue came in at $10.3 billion, up 38% year-over-year and roughly flat compared to the prior quarter. On a non-GAAP basis, the company reported gross margin of 55%, operating income of $2.5 billion — up 43% from a year ago — and diluted earnings per share of $1.37, compared to $0.96 in Q1 2025.

"We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth," said Dr. Lisa Su, AMD chair and CEO. "We are seeing strong momentum as inferencing and agentic AI drive increasing demand for high-performance CPUs and accelerators."

The Data Center segment was the clear standout, with revenue climbing 57% year-over-year to $5.8 billion on strong EPYC CPU demand and a continued ramp of Instinct GPU shipments. A landmark deal with Meta — involving up to 6 gigawatts of AMD Instinct GPUs including a custom MI450-based chip — underscored the company's deepening relationships with the world's largest AI spenders. AWS, Google Cloud, Microsoft Azure, and Tencent also announced new or expanded EPYC-powered cloud instances during the quarter.

On the consumer side, the Client and Gaming segment rose 23% to $3.6 billion, with the client business alone up 26% as Ryzen processors continued to gain market share. Gaming revenue grew 11% to $720 million, driven by Radeon GPU demand, though partly offset by softer semi-custom revenue. The Embedded segment posted $873 million in revenue, up 6% year-over-year, as demand strengthened across several end markets.

CFO Jean Hu noted that the quarter represented record free cash flow generation. "First quarter results reflect strong performance across all key financial metrics, with accelerating revenue growth, earnings expansion and record quarterly free cash flow," she said. "These results highlight continued momentum and execution across the business, demonstrating the leverage in our operating model as we invest for accelerated growth while expanding profitability."

Looking ahead, AMD guided second quarter revenue to approximately $11.2 billion, plus or minus $300 million. The midpoint implies year-over-year growth of roughly 46% and a sequential increase of approximately 9%. Non-GAAP gross margin for Q2 is expected to reach approximately 56%. Su noted that customer forecasts for the upcoming MI450 Series and Helios rack-scale platform are already exceeding the company's own initial expectations, with a growing pipeline of large-scale deployments providing greater visibility into AMD's growth trajectory through the rest of 2026.

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WS Investor 05-06-26

Advanced Micro Devices announced an expansion of its AI PC portfolio with the launch of the Ryzen AI 400 Series and Ryzen AI PRO 400 Series processors, targeting next-generation computing applications.

The new chips are designed to deliver advanced on-device AI capabilities, enabling users to run AI applications and large language models locally while improving performance, privacy, and efficiency. The processors feature integrated neural processing units (NPUs) offering up to 50–60 TOPS of AI compute.

AMD said the new lineup supports next-generation Copilot+ PC experiences and delivers up to 30% faster multithreaded performance compared to competing processors, while maintaining all-day battery life for mobile devices.

The expanded portfolio allows OEM partners to develop a wider range of AI-enabled desktops, laptops, and workstations, supporting enterprise and consumer adoption of AI-driven workflows. Availability of systems powered by the new processors is expected in the second quarter of 2026.

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Global Finance News 04-03-26

Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD

Meta has debuted four new AI chips. increasing competition with Nvidia and AMD.

(finance.yahoo.com)

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WS News 03-11-26

Advanced Micro Devices, Inc. (NASDAQ: AMD) expanded its AI PC lineup at MWC 2026 with new Ryzen™ AI 400 Series and Ryzen™ AI PRO 400 Series desktop processors, alongside broader mobile and workstation offerings.

The Ryzen AI 400 Series desktop chips are the first to support Microsoft Copilot+ PC experiences on desktop systems, featuring up to 50 TOPS of NPU performance for on-device AI. Built on “Zen 5” CPU cores with RDNA™ 3.5 graphics and XDNA™ 2 NPU architecture, the processors target AI-assisted productivity, development and professional workloads.

AMD also extended Ryzen AI PRO 400 Series mobile processors into enterprise notebooks and mobile workstations, delivering up to 60 TOPS of AI compute and up to 30% faster multithreaded performance versus competing processors. Systems powered by these chips are expected from OEMs including HP, Lenovo and Dell in Q2 2026.

The portfolio is backed by the AMD PRO platform, enhancing enterprise-grade security, manageability and fleet control for large-scale AI PC deployments.

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European Investor 03-03-26

Samsung Electronics and Advanced Micro Devices Inc. (AMD) have expanded their strategic collaboration to accelerate AI-powered network innovations, moving from joint verification to commercial deployments.

Samsung’s 5G Core, virtualized RAN (vRAN) and private network solutions are now powered by AMD EPYC 9005 Series processors, including a recent deployment with Canadian operator Videotron for 5G NSA and 4G LTE Core gateway solutions. At MWC 2026 in Spain, Samsung showcased AI-RAN advancements based on multi-cell testing using AMD EPYC CPUs, demonstrating commercial-grade performance on a fully virtualized software stack without additional hardware accelerators.

The companies are also advancing enterprise AI use cases through Samsung’s Network in a Server (NIS), an Edge-AI solution powered by AMD CPUs. The platform enables operators to integrate AI into network environments more efficiently, supporting applications such as video analytics, sensing technologies and next-generation device connectivity.

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Global Finance News 03-02-26

AMD (NASDAQ: AMD) and Meta have announced a multi-year, multi-generation agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta’s next-generation AI infrastructure.

The partnership expands the companies’ existing collaboration and aligns their silicon, systems and software roadmaps. The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture, alongside 6th Gen AMD EPYC CPUs codenamed “Venice,” running ROCm software on AMD’s Helios rack-scale architecture. Shipments supporting the initial 1-gigawatt deployment are expected to begin in the second half of 2026.

Meta will also serve as a lead customer for upcoming EPYC processors, including “Venice” and “Verano,” as AI infrastructure scales in complexity. The agreement includes a performance-based warrant for up to 160 million AMD shares tied to shipment milestones and stock price targets.

AMD said the partnership is expected to drive substantial multi-year revenue growth and be accretive to non-GAAP earnings per share.

Source: GlobeNewswire, February 24, 2026.

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Global Finance News 02-24-26

AMD (NASDAQ: AMD) and Tata Consultancy Services (TCS) have expanded their strategic partnership to deploy AMD’s new “Helios” rack-scale AI architecture in India, supporting the country’s national AI initiatives and sovereign AI infrastructure goals.

Under the agreement, TCS — through its subsidiary HyperVault AI Data Center Limited — and AMD will co-develop a rack-scale AI infrastructure design based on the AMD “Helios” platform. The deployment will support up to 200 megawatts of AI-ready data center capacity, aimed at hyperscalers, AI firms, and enterprise customers across India.

The Helios platform is powered by AMD Instinct MI455X GPUs, next-generation AMD EPYC “Venice” CPUs, AMD Pensando Vulcano NICs, and the open ROCm software ecosystem. The architecture is designed to enable large-scale AI training and inference workloads while improving operational efficiency, scalability, and deployment speed.

AMD Chair and CEO Dr. Lisa Su said the shift from AI pilots to large-scale production requires a new infrastructure blueprint, and Helios is built to deliver performance, efficiency, and long-term flexibility. TCS CEO K. Krithivasan stated that the collaboration establishes the first Helios-powered AI infrastructure in India and strengthens TCS’s position across the AI ecosystem, from infrastructure to intelligence.

TCS founded HyperVault in 2025 to deliver gigawatt-scale AI-ready infrastructure. The latest announcement builds on a previous AMD–TCS collaboration focused on scaling AI adoption and modernizing hybrid enterprise environments.

Source: Globe Newswire

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European Investor 02-16-26

5 stocks that crashed this week after reporting earnings and I hold ALL of them. Here’s what’s I’m doing. Loser Alert | Dr Wealth

I'm not immune to the sell-offs in the market and like any vested investor, nothing sucks more than waking up in the morning to see a stock I own go down by 20%. Unfortunately for me, I had to experience this at least 5 times this week as most of my holdings traded down significantly.

(drwealth.com)

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The Investor 02-08-26

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WS News 02-05-26

05-19-26Global Finance News

05-19-26WS Investor

05-18-26European Investor

05-16-26The Investor

NASDAQ:AMDFollow

Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD

5 stocks that crashed this week after reporting earnings and I hold ALL of them. Here’s what’s I’m doing. *Loser Alert* | Dr Wealth

NASDAQ:AMD

5 stocks that crashed this week after reporting earnings and I hold ALL of them. Here’s what’s I’m doing. Loser Alert | Dr Wealth