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Track Advanced Micro Devices in real time with a live news feed covering Advanced Micro Devices stock news, official press releases, company announcements, and an archive of historical Advanced Micro Devices news. ...more
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6:46 PM | Monday | Oct 26, 2026
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In the latest trading session, Advanced Micro Devices (AMD) closed at $532.05, marking a +2.95% move from the previous day.
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In the latest trading session, Advanced Micro Devices (AMD) closed at $532.05, marking a +2.95% move from the previous day.
Read full article
As Anthropic rushes to takes its shares public, the AI trade is showing cracks, and they are not confined to fringe players.
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The S&P 500 recently sat just 2.5% below its all-time high. Look past the index, though, and the picture gets uglier.
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Advanced Micro Devices receives a Strong Buy rating, with valuation now at 33x 2027 earnings, 22% below its high, despite an improved earnings outlook. Market concerns center on AI customer spending, but I see AMD's EPYC server CPU business—forecasting a $220B market—as a major, underappreciated growth driver. Fourth-quarter guidance is key; a midpoint near $17B revenue and >70% server CPU growth outlook would reinforce the bullish thesis.
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AMD has surged 156% this year while NVIDIA still dwarfs it on margins and data center scale, and the distance between those two realities is exactly what will determine whether AMD stock breaks out or stalls from here.
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Nvidia (NVDA) remains my clear 'Buy' over AMD (AMD), supported by superior margins, scale, and integrated AI systems. NVDA's gross margin, profitability, and vertical integration drive a valuation advantage, despite AMD's higher forward growth rates. AMD faces margin pressure from higher component costs and significant potential dilution from warrants issued to OpenAI and Meta.
Read full article
Meta is looking to raise a total of $95 billion through stock-related deals that stretch into early next year.
Read full article
Advanced Micro Devices receives a Strong Buy rating, with valuation now at 33x 2027 earnings, 22% below its high, despite an improved earnings outlook. Market concerns center on AI customer spending, but I see AMD's EPYC server CPU business—forecasting a $220B market—as a major, underappreciated growth driver. Fourth-quarter guidance is key; a midpoint near $17B revenue and >70% server CPU growth outlook would reinforce the bullish thesis.
Read full article
AMD has surged 156% this year while NVIDIA still dwarfs it on margins and data center scale, and the distance between those two realities is exactly what will determine whether AMD stock breaks out or stalls from here.
Read full article
Nvidia (NVDA) remains my clear 'Buy' over AMD (AMD), supported by superior margins, scale, and integrated AI systems. NVDA's gross margin, profitability, and vertical integration drive a valuation advantage, despite AMD's higher forward growth rates. AMD faces margin pressure from higher component costs and significant potential dilution from warrants issued to OpenAI and Meta.
Read full article
Meta is looking to raise a total of $95 billion through stock-related deals that stretch into early next year.
Read full article
Nvidia continues to be well positioned as a major AI winner. AMD is riding two important AI trends with agentic AI and inference.
Read full article
Gibbs Wealth Management grew its position in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 37.5% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,062 shares of the semiconductor manufacturer's stock after buying an additional 2,199 shares during the period. Gibbs Wealth Management's
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Farmers and Merchants Investments Inc. lessened its position in shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) by 1.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 190,945 shares of the semiconductor manufacturer's stock after selling 2,573 shares during the quarter.
Advanced
There are hundreds of billions at stake and fears that AI spending is creating an unsustainable bubble.
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AMD's valuation has gotten out of control. AMD is still underperforming Nvidia's business results, and trades at a substantial premium to it.
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Brookstone Capital Management trimmed its position in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 10.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 73,557 shares of the semiconductor manufacturer's stock after selling 8,780 shares during the quarter. Brookstone Capital Management's holdings
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