Advanced Micro Devices, Inc. (AMD)

US — Technology Sector
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News

AMD Expands AI Portfolio With New Ryzen Chips: Can the Tech Deliver?
AMD
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

AMD expands Ryzen AI 400 Series and PRO chips for next-gen AI PCs, adding Copilot+ support and up to 60 TOPS of AI compute to push deeper into the AI PC market.

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image for news AMD Expands AI Portfolio With New Ryzen Chips: Can the Tech Deliver?
Advanced Micro (AMD) Up 0.9% Since Last Earnings Report: Can It Continue?
AMD
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock?

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image for news Advanced Micro (AMD) Up 0.9% Since Last Earnings Report: Can It Continue?
Here's Why Advanced Micro Devices (AMD) is a Strong Momentum Stock
AMD
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

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image for news Here's Why Advanced Micro Devices (AMD) is a Strong Momentum Stock
Why Advanced Micro Devices (AMD) is a Top Stock for the Long-Term
AMD
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

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image for news Why Advanced Micro Devices (AMD) is a Top Stock for the Long-Term
AMD: Pullback After Blockbuster Deal Sets Up An Amazing Buy Point
AMD
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices stock has pulled back despite delivering a transformative AI partnership with Meta, bidding to edge out Nvidia's entrenched CUDA ecosystem. The partnership offers much more clarity on AMD's 35% revenue CAGR through the decade and $20 EPS medium-term, banking on such marquee deals to accelerate AI chip share gains. Despite offering substantial equity to Meta, I see the market rewarding AMD's faster growth prospects and execution, justifying a premium multiple over Nvidia.

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image for news AMD: Pullback After Blockbuster Deal Sets Up An Amazing Buy Point
AMD Is Just Getting Started (Rating Upgrade)
AMD
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. offers compelling value, trading at a forward P/E -55% below the sector median and -45% below its five-year average. Consensus among 43 analysts for 2026–2028 is overwhelmingly positive, with AMD positioned at the forefront of the intelligent compute supercycle. I conservatively forecast $11 normalized EPS in FY27 and a P/E of 30 for AMD, implying a $330 price target and 67% upside by December 2026.

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image for news AMD Is Just Getting Started (Rating Upgrade)
Time to Buy the Dip on Struggling Semiconductor Stock
AMD
Published: March 03, 2026 by: Schaeffers Research
Sentiment: Neutral

Advanced Micro Devices Inc (NASDAQ:AMD) has not been spared from the recent tech rout.

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image for news Time to Buy the Dip on Struggling Semiconductor Stock
Advanced Micro Devices, Inc. (AMD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
AMD
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Neutral

Advanced Micro Devices, Inc. (AMD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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image for news Advanced Micro Devices, Inc. (AMD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips
AMD
Published: March 03, 2026 by: 24/7 Wall Street
Sentiment: Positive

The AI PC market is poised for explosive growth, projected to expand at a compound annual growth rate (CAGR) of 30% from 2025 to 2034, surging from $91.2 billion in 2025 to nearly $967 billion by the end of the forecast period.

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image for news AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips
Investors Heavily Search Advanced Micro Devices, Inc. (AMD): Here is What You Need to Know
AMD
Published: March 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Investors Heavily Search Advanced Micro Devices, Inc. (AMD): Here is What You Need to Know
Meta's reported AI chip pullback seen bolstering Nvidia and AMD while dimming custom silicon push
AMD, META, NVDA
Published: March 02, 2026 by: Proactive Investors
Sentiment: Positive

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) reported decision to scrap its second-generation Olympus AI accelerator could reinforce the dominance of established GPU suppliers while highlighting the execution risks tied to custom silicon development. According to a report by The Information, the company has stepped away from its in-house chip design effort, marking a potential strategic pivot in how it sources compute power for artificial intelligence workloads.

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image for news Meta's reported AI chip pullback seen bolstering Nvidia and AMD while dimming custom silicon push
How AMD Stock Falls To $140
AMD
Published: March 02, 2026 by: Forbes
Sentiment: Negative

Advanced Micro Devices (AMD) stock has dropped by 20.8% in under a month, decreasing from $252.74 on January 28, 2026, to $200.21 currently. What lies ahead?

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image for news How AMD Stock Falls To $140
NVDA, INTC and AMD Forecast – Chips Lackluster Early on Friday
AMD, INTC, NVDA
Published: February 27, 2026 by: FXEmpire
Sentiment: Negative

The market for microchips on Friday is getting off to a sluggish start, as traders continue to worry about the AI bubble, and the lack of capital expenditure that many companies could be facing.

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image for news NVDA, INTC and AMD Forecast – Chips Lackluster Early on Friday
5 Hot Buys Ready to Spring Higher in March
ALMU, AMD, AMPX, ELF, MU
Published: February 27, 2026 by: MarketBeat
Sentiment: Positive

Spring is about to be sprung, and along with it come several hot buys for traders and investors. The questions to be answered include what drives the market, the catalysts at hand, and how high the stock may go.

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image for news 5 Hot Buys Ready to Spring Higher in March
5 Best Stocks That Can Rise Above Trump Tariffs And Macro Uncertainty
AMD, AMZN, B, CDE, MU
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive

The evolving tariff landscape is reshaping market leadership in ways that extend well beyond traditional winners and losers. That intersection between policy shifts, economic uncertainty, and innovation ties together the broader investment narrative shaping markets today. The most compelling opportunities now appear in areas ranging from precious metals to dominant platforms and key suppliers within the AI ecosystem.

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image for news 5 Best Stocks That Can Rise Above Trump Tariffs And Macro Uncertainty
AMD Is A No-Brainer Once More
AMD
Published: February 26, 2026 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices is upgraded to a strong buy, driven by accelerating data center growth and major partnership wins. AMD's Q4 revenue hit a record $10.3B, up 34% YoY, with data center segment growth accelerating to 39% YoY. Recent Meta deal and expanded India partnership underscore AMD's rising competitiveness against Nvidia and Broadcom in AI chips.

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image for news AMD Is A No-Brainer Once More
AMD: Revenue Momentum Intact, But Underperformance Risk Persists
AMD
Published: February 26, 2026 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. delivered strong Q4 FY25 results, with 34% top line growth driven by data center and client & gaming segments. Despite robust revenue momentum and AI tailwinds, AMD faces margin uncertainty due to high R&D spend and elevated inventory risk. Competitive pressures, especially from Nvidia in AI accelerators, limit AMD's long-term growth potential and justify a cautious outlook.

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image for news AMD: Revenue Momentum Intact, But Underperformance Risk Persists
Nutanix (NTNX) Edges Higher After AMD AI Equity Deal
AMD, NTNX
Published: February 26, 2026 by: Benzinga
Sentiment: Positive

Nutanix Inc (NASDAQ: NTNX) shares are trading higher Thursday morning after the company paired mixed fiscal second-quarter results with a new artificial-intelligence partnership and equity investment from Advanced Micro Devices Inc (NASDAQ: AMD).

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image for news Nutanix (NTNX) Edges Higher After AMD AI Equity Deal
Cracking the Chip Monopoly: Meta Invests in AMD Chips
AMD
Published: February 25, 2026 by: MarketBeat
Sentiment: Negative

The artificial intelligence (AI) revolution has triggered the largest capital expenditure cycle in technology history. Hyperscalers are pouring hundreds of billions of dollars into data center infrastructure to support complex computational workloads.

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image for news Cracking the Chip Monopoly: Meta Invests in AMD Chips
Meta-AMD AI deal boosts scale but extends high capex cycle, analysts say
AMD, META
Published: February 25, 2026 by: Proactive Investors
Sentiment: Positive

Bank of America reiterated its ‘Buy' ratings on both Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) following their newly announced multi-year AI infrastructure agreement, arguing the deal strengthens long-term positioning for both companies despite higher capital intensity and potential dilution. On Meta, the analysts said the agreement to deploy up to 6 gigawatts of AMD Instinct GPU capacity beginning in the second half of 2026 reinforces a structurally higher investment cycle.

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image for news Meta-AMD AI deal boosts scale but extends high capex cycle, analysts say
Instinct GPUs Anchor AMD-META Deal: What's Ahead for AMD Stock?
AMD
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

AMD's AI push gains steam with Meta's 6-GW MI450 deal and Helios traction, but NVIDIA and Broadcom rivalry clouds its soaring data center ambitions.

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image for news Instinct GPUs Anchor AMD-META Deal: What's Ahead for AMD Stock?
ETFs to Buy as META-AMD Sign $100 Billion Worth AI Chip Deal
AMD, META
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

Meta's $100B AI chip deal with AMD is reshaping the AI race - here's why ETFs may be the smarter way to play the next wave of spending.

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image for news ETFs to Buy as META-AMD Sign $100 Billion Worth AI Chip Deal
Meta and AMD's Multibillion-Dollar Deal Is All About the AI Chips
AMD, META
Published: February 24, 2026 by: CNET
Sentiment: Positive

Meta will take a stake in the chipmaker in exchange for a commitment to buy billions of dollars' worth of AI chips.

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image for news Meta and AMD's Multibillion-Dollar Deal Is All About the AI Chips
Advanced Micro Devices Wrecks the Doomsayers With Massive Meta Pact
AMD
Published: February 24, 2026 by: 24/7 Wall Street
Sentiment: Negative

Last week, Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) and Meta Platforms ( NASDAQ:META ) expanded their partnership, with Meta committing to millions of Nvidia GPUs for its AI data centers.

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image for news Advanced Micro Devices Wrecks the Doomsayers With Massive Meta Pact
AMD: A Rare Case Of Buying The News
AMD
Published: February 24, 2026 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. is a Buy in my books at the $192 support level, backed by a transformative Meta AI infrastructure deal and strong technical support. The Meta agreement, worth an estimated $100B over five years, validates AMD's MI450 architecture and secures long-term hyperscaler partnerships. AMD's revenue visibility is materially strengthened by Meta, OpenAI, Microsoft, and Oracle deals, positioning it as a credible Nvidia challenger.

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image for news AMD: A Rare Case Of Buying The News
AMD Just Won Another Massive AI Chip Deal. Its Stock Is Soaring.
AMD
Published: February 24, 2026 by: Investopedia
Sentiment: Positive

Advanced Micro Devices just scored another big AI chip deal, this time with Meta Platforms.

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image for news AMD Just Won Another Massive AI Chip Deal. Its Stock Is Soaring.
AMD strikes blockbuster $100B AI chip deal with Mark Zuckerberg's Meta
AMD
Published: February 24, 2026 by: New York Post
Sentiment: Positive

"So no question Mark is very, very ambitious in what he wants to accomplish," Su said.

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image for news AMD strikes blockbuster $100B AI chip deal with Mark Zuckerberg's Meta
AMD CEO Lisa Su: We want to place bets on who will be AI winners going forward
AMD
Published: February 24, 2026 by: CNBC Television
Sentiment: Positive

AMD CEO Lisa Su joins 'Squawk on the Street' to discuss the company's new partnership with Meta, the impacts of artificial intelligence, and more.

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image for news AMD CEO Lisa Su: We want to place bets on who will be AI winners going forward
Advanced Micro Devices, Inc. (AMD) Discusses Expanded AI Partnership with Meta and Multi-Year GPU Deployment Agreement Transcript
AMD
Published: February 24, 2026 by: Seeking Alpha
Sentiment: Neutral

Advanced Micro Devices, Inc. (AMD) Discusses Expanded AI Partnership with Meta and Multi-Year GPU Deployment Agreement Transcript

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image for news Advanced Micro Devices, Inc. (AMD) Discusses Expanded AI Partnership with Meta and Multi-Year GPU Deployment Agreement Transcript
Why AMD stock is skyrocketing today
AMD
Published: February 24, 2026 by: Finbold
Sentiment: Positive

Advanced Micro Devices (NASDAQ: AMD) shares surged on Tuesday after the chipmaker unveiled a major multi-year artificial intelligence (AI) partnership with Meta Platforms (NASDAQ: META).

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image for news Why AMD stock is skyrocketing today

About Advanced Micro Devices, Inc. (AMD)

  • IPO Date 1980-03-17
  • Website https://www.amd.com
  • Industry Semiconductors
  • CEO Lisa T. Su
  • Employees 28000

Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. Its products include x86 microprocessors as an accelerated processing unit, chipsets, discrete and integrated graphics processing units (GPUs), data center and professional GPUs, and development services; and server and embedded processors, and semi-custom System-on-Chip (SoC) products, development services, and technology for game consoles. The company provides processors for desktop and notebook personal computers under the AMD Ryzen, AMD Ryzen PRO, Ryzen Threadripper, Ryzen Threadripper PRO, AMD Athlon, AMD Athlon PRO, AMD FX, AMD A-Series, and AMD PRO A-Series processors brands; discrete GPUs for desktop and notebook PCs under the AMD Radeon graphics, AMD Embedded Radeon graphics brands; and professional graphics products under the AMD Radeon Pro and AMD FirePro graphics brands. It also offers Radeon Instinct, Radeon PRO V-series, and AMD Instinct accelerators for servers; chipsets under the AMD trademark; microprocessors for servers under the AMD EPYC; embedded processor solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, AMD R-Series, and G-Series processors brands; and customer-specific solutions based on AMD CPU, GPU, and multi-media technologies, as well as semi-custom SoC products. It serves original equipment manufacturers, public cloud service providers, original design manufacturers, system integrators, independent distributors, online retailers, and add-in-board manufacturers through its direct sales force, independent distributors, and sales representatives. The company was incorporated in 1969 and is headquartered in Santa Clara, California.