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Advanced Micro Devices (NASDAQ: AMD stock) dipped about 3% in a recent session, lagging the broader chip group even though there was no fresh warning or downgrade cycle tied to the move.
TSMC will remain a bellwether of the booming AI market.
This artificial intelligence (AI) stock fell hard following its latest quarterly report, giving savvy investors a great opportunity to buy before it starts soaring.
Impax Asset Management Group plc grew its holdings in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 326.5% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 52,068 shares of the semiconductor manufacturer's stock after acquiring an additional 39,861 shares during the
Caprock Group LLC purchased a new position in Advanced Micro Devices, Inc. (NASDAQ: AMD) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 35,814 shares of the semiconductor manufacturer's stock, valued at approximately $5,824,000. A number of other hedge
Caisse Des Depots ET Consignations decreased its position in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 14.7% during the undefined quarter, according to its most recent filing with the SEC. The institutional investor owned 47,178 shares of the semiconductor manufacturer's stock after selling 8,146 shares during the period. Caisse Des Depots ET Consignations'
1776 Wealth LLC acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ: AMD) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,185 shares of the semiconductor manufacturer's stock, valued at approximately $677,000. A number of
JPMorgan analysts, led by Harlan Sur, outlined their 2026 investment outlook, highlighting AI infrastructure as a primary driver of market performance.
Advanced Micro Devices, Inc. Data Center revenue reached $5.4 billion in Q4, up 39% year-over-year and now exceeding 52% of total sales. AMD management projects Data Center revenue growth above 60% annually through 2028, driven by MI400 GPUs and Helios rack-scale systems. Data Center operating income hit $1.8 billion, or 33% of segment revenue, reflecting meaningful operating leverage expansion.
Broadcom (NASDAQ:AVGO) and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are two of the most successful AI chipmakers, and both of them delivered optimistic guidance for long-term investors.
Advanced Micro Devices, Inc. delivered strong Q4 and FY25 results, with revenue and EPS beating consensus, yet shares dropped up to 20% post-earnings. The AMD selloff was driven by concerns over the quality of earnings, as one-time inventory releases and China GPU sales inflated margins, raising sustainability questions. AMD's growth catalysts include the OpenAI megadeal, MI450/Helios product ramps, and EPYC server CPUs benefiting from agentic AI, supporting a multi-year earnings expansion.
A big chunk of the S&P 500 has already reported 2025 Q4 results, though the reporting docket remains stacked for weeks to come. We've already heard from six of the Magnificent Seven members, with NVIDIA NVDA the only one yet to report from the beloved group.
AMD and Alphabet produced strong performance in 2025, including record revenue growth. Wall Street did not like aspects of their latest earnings reports, leading to share price drops.
Advanced Micro Devices, Inc.'s steep post-earnings selloff is likely overdone, as the company's Q4 earnings beat and 2026 outlook continue to underscore durable execution despite looming industry challenges. A key underappreciated support for AMD is the comeback of server CPUs, with demand accelerating against the buildout of AI infrastructure to support inference at scale. This continues to reinforce AMD EPYC's relevance and share gains, complementing the upcoming ramp of its Instinct MI450 Series accelerators and its first rack-scale Helios platform.
Nvidia (NVDA) shares slipped on Tuesday, as investor concerns around potential tariffs on imported semiconductors showed signs of easing.The stock was down abou
Advanced Micro Devices shares slide 11% after Q4 results, as strong earnings and revenue growth are overshadowed by modest Q1 guidance and seasonal weakness concerns.
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Vivek Arya, a seasoned analyst over at Bank of America, still thinks NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) are great bets despite an explosive past few years of gains.
AMD has been the better stock pick as of late.