Advanced Micro Devices, Inc. (AMD)

AMD's stock builds on its historic rally as the AI trade heats up again

AMD's stock is enjoying its best three-day run since 2016, and one analyst sees a nice path ahead.

Top Stock Movers Now: Nvidia, AMD, Dell, Fair Isaac, and More

Major U.S. equities indexes climbed Wednesday as enthusiasm for artificial intelligence stocks boosted the tech sector. The Dow, S&P 500, and Nasdaq all gained.

AMD: Why I'm Still Buying After Massive Rally

AMD surges over 20% after announcing a 6GW GPU deployment partnership with OpenAI, including a warrant for potential 10% equity stake. The OpenAI deal is a long-term catalyst, expected to contribute meaningful Data Center revenue growth starting in late 2026, but margins could face pressure. The deal also grants AMD greater credibility in the GPU field, creating a more competitive backdrop for it to catch up with the industry leader.

AMD: A New Era Begins With OpenAI

Advanced Micro Devices secures a transformative multi-year partnership with OpenAI, positioning itself as a core strategic supplier in next-gen AI infrastructure. The agreement includes up to six gigawatts of Instinct accelerators, performance-based equity incentives, and deep roadmap alignment for future chip generations. AMD's maturing software stack, proven production deployments, and rack-scale system capabilities enhance its competitiveness and revenue potential in AI.

AMD and OpenAI: A Partnership That Just Redrew the AI Map

On Oct. 6, the stock market rendered a clear and stunning verdict on the future of Advanced Micro Devices NASDAQ: AMD. In a single session, AMD's stock price jumped by over 23% to close at $203.71, adding more than $60 billion to its market capitalization.

AMD: Market Wildly Underreacts To New Guidance

AMD surged 23.7% after announcing a major GPU deal with OpenAI, potentially making OpenAI a 10% owner if shares exceed $600. CEO Lisa Su guided for AI revenue "well over $100 billion" in the next few years, likely underpromising based on her conservative history. If AMD achieves $100B+ in AI revenue, earnings could justify a share price several times higher than current levels, even after recent gains.

AMD Stock Increased 30% Over A Week. Have You Thoroughly Assessed The Risk?

Advanced Micro Devices (AMD) stock has risen by 30.7% within 5 trading days. The stock now appears costly, and the critical question is – what is the risk?

AMD: New Highs Incoming

AMD's shares surged 24% on Monday after announcing a transformative strategic partnership with OpenAI, including a potential 10% equity stake in AMD for OpenAI. The deal is expected to add tens of billions to AMD's top line in the years ahead, creating significant upside for revenue and earnings estimates in FY 2026 and beyond. As a result of this deal, AMD now has a strong catalyst in its portfolio for future GPU chip sales which could sustain upside momentum for AMD's shares.

Nvidia: Potential $350B Upside From The 10GW Deal With OpenAI And Likely $10B From AMD

NVIDIA (NVDA) remains a strong buy, driven by a landmark 10GW OpenAI deal. I estimate ~$350B Nvidia revenue potential, tied to Rubin (and likely Feynman) through decade's end. Rubin's cadence was reaffirmed, with six chips taped out, and volume production starting next year, likely in H2. Near term, I believe GB300 Ultra ramp supports a strong Q3 FY26. OpenAI's AMD warrants could indirectly benefit Nvidia via its (future) OpenAI stake, with my estimates implying ~$9.6B upside once AMD meets the vesting milestones.

AMD: Solid Gains, But The Market May Still Be Underreacting

Advanced Micro Devices remains a cautious buy after a 30% rally, driven by a major deal with OpenAI and strong AI market positioning. OpenAI's endorsement diversifies its supplier base beyond Nvidia, aligns financial interests, and signals AMD's technology is competitive in AI inference. Risks include potential dilution, execution challenges, and the circular nature of AI industry investments, though current demand supports sustainability.

Strength Seen in Advanced Micro (AMD): Can Its 23.7% Jump Turn into More Strength?

Advanced Micro (AMD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

AMD monster insider trade earns trader $18 million in 48 hours

An unusually timed options trade on Advanced Micro Devices (NASDAQ: AMD) has seen an investor turn a $6 million bet into an estimated $18 million profit in just two days.

AMD & OpenAI Deal "What Investors Have Been Looking For," Mind Headwinds Ahead

@morningstar's Brian Colello calls the deal between AMD Inc. (AMD) and OpenAI a much needed one. While he sees Nvidia (NVDA) continuing to serve as the A.I.

Top Stock Movers Now: Ford, AppLovin, AMD, and More

Major U.S. equities indexes were lower at midday Tuesday after the benchmark S&P 500 and the tech-heavy Nasdaq hit new intraday records.

After Massive OpenAI Deal, Is AMD Stock Still a Buy?

Watch These AMD Price Levels as Stock Continues Surging on OpenAI Deal

Advanced Micro Devices (AMD) shares rose Tuesday after soaring yesterday to a 19-month high on news that the chip designer and ChatGPT maker OpenAI have inked a multi-year supply deal.

Is It Worth Investing in Advanced Micro (AMD) Based on Wall Street's Bullish Views?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

AMD-OpenAI Seal Deal: Your Signal to Ride the Wave With AMD-Heavy ETFs

AMD's multi-billion-dollar deal with OpenAI sparks a 24% stock surge and lifts ETFs heavily weighted in the chipmaker, such as SOXQ, SOXX, and IGPT.

AMD Upwards: Nvidia Finally Gets A Credible Contender (Upgrade)

Advanced Micro Devices secures a major multi-year AI chip deal with OpenAI, enhancing long-term demand visibility and strategic positioning. AMD's clear multi-generational GPU roadmap and system-level integration strengthen its competitive edge in the rapidly expanding AI and data center markets. The company's execution track record, expanding TAM, and strong customer endorsements support potential for sustained multiple expansion and market share gains.

Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It

Recently, Zacks.com users have been paying close attention to Advanced Micro (AMD). This makes it worthwhile to examine what the stock has in store.

Market Picture: AMD's Rally, IBM's AI Move, TSLA New Car

Alex Coffey kicks off the trading day with his takeaways from Monday's AMD (AMD) rally and the continued surge in A.I. investing interest.

Arora: AMD Deal Not Bad for NVDA, Japan Trade Strong, Gold Rally Can Sustain

Nigam Arora returns to Market On Close and offers perspectives ranging on a wide array of topics. On AMD Inc. (AMD), he considers the company's deal with OpenAI a "great" one.

AMD: Game-Changing Deal With OpenAI (Rating Upgrade)

Advanced Micro Devices is upgraded to Buy, driven by a transformative multi-gigawatt GPU deal with OpenAI, signaling a clear path to significant revenue growth. Recent financials show robust free cash flow growth and disciplined stock-based compensation, supporting a higher baseline for future valuation models for AMD. The OpenAI partnership validates AMD's AI hardware, opening doors for further adoption in data centers and emerging applications like self-driving technology.

OpenAI Raises the Stakes for AMD's Race to Catch Nvidia

AMD will have to hit ambitious targets to capture the deal's full potential.

AMD: The OpenAI Deal That Changes Everything (Rating Upgrade)

Advanced Micro Devices, Inc. just inked a deal with OpenAI that could be worth >$100+ billion over 4 years. AMD's Instinct MI325X and upcoming MI350 AI chips, along with strong EPYC server CPU adoption, drive optimism for continued market share gains. Risks include export controls on China and fierce competition from Nvidia's Blackwell architecture, but access to China remains a potential growth lever.

OpenAI-AMD deal marks strategic shift in AI hardware landscape, says Plexo Capital's Lo Toney

Lo Toney, Plexo Capital managing partner, joins 'The Exchange' to discuss what the next phase of AI will be, what could make or break the AI-related stocks and much more.

AMD-OpenAI: The Alliance That's Rewriting Artificial Intelligence

Advanced Micro Devices surges on a landmark multi-year partnership with OpenAI, supplying AI accelerators and positioning itself as a major Nvidia rival. The OpenAI deal transforms AMD into an "indirect" vehicle for AI investment, with potential for explosive revenue and earnings growth over the next several years. Despite a sharp pre-market rally, AMD remains a strong buy due to accelerating earnings, expanding margins, and a paradigm shift in AI hardware demand.

Nasdaq 100 Top 25,000 As AMD Spikes, Gold Eyes $4,000: What's Moving Markets Monday?

Tech and AI-related stocks continued to propel Wall Street to new record highs Monday, with Advanced Micro Devices Inc. (NASDAQ:AMD) surging nearly 30% after unveiling a landmark investment in OpenAI.

OpenAI and AMD unveil 6GW partnership: Here's what to know

CNBC's MacKenzie Sigalos joins 'Money Movers' with the latest details on OpenAI's new partnership with AMD.

Top Stock Movers Now: AMD, Tesla, Comerica, Verizon, and More

Major U.S. equities indexes were mixed in recent trading, as tech sector gains helped lift the S&P 500 and Nasdaq higher to start the week, while a slide in shares of Verizon (VZ) weighed on the Dow.