Advanced Micro Devices, Inc. (AMD)

US — Technology Sector

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News

Nvidia and AMD to pay 15% of China chip sales revenues to the U.S. government, FT reports

AMD, NVDA
Published: August 10, 2025 by: CNBC
Sentiment: Positive

In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the Financial Times. Nvidia CEO Jensen Huang met with Trump last week, the FT reported.

image for news Nvidia and AMD to pay 15% of China chip sales revenues to the U.S. government, FT reports

Nvidia and AMD reportedly will give U.S. government 15% of its China chip revenues

AMD, NVDA
Published: August 10, 2025 by: Market Watch
Sentiment: Neutral

Nvidia Corp. and Advanced Micro Devices Inc. will give 15% of their chip revenue from sales in China to the U.S. government as a condition of receiving new export licenses, according to a report Sunday.

image for news Nvidia and AMD reportedly will give U.S. government 15% of its China chip revenues

Nvidia, AMD To Give 15% Of China Chip Revenue To U.S. Government: FT

AMD, NVDA
Published: August 10, 2025 by: Investors Business Daily
Sentiment: Neutral

Nvidia and Advanced Micro Devices have agreed to give the U.S. government 15% of China chip sale revenue, the Financial Times reported Sunday.

image for news Nvidia, AMD To Give 15% Of China Chip Revenue To U.S. Government: FT

Nvidia and AMD to pay 15% of China chip sale revenues to US government, FT reports

AMD, NVDA
Published: August 10, 2025 by: Reuters
Sentiment: Neutral

Nvidia and AMD have agreed to give the U.S. government 15% of the revenues from chip sales in China, as part of an arrangement with the Trump administration to obtain export licenses for the semiconductors, the Financial Times reported on Sunday.

image for news Nvidia and AMD to pay 15% of China chip sale revenues to US government, FT reports

AMD: Q3 Guidance Leaves Out China -- A Trade Deal Could Be A Nice Surprise

AMD
Published: August 07, 2025 by: Seeking Alpha
Sentiment: Positive

I reiterate my strong buy rating on Advanced Micro Devices, Inc. I now expect the share price to test the $200s before year-end. In my view, the likely approval of MI308 GPU exports to China is a key catalyst ahead, as the current guidance excludes China sales. The MI350 GPU ramp, plus record EPYC CPU sales, should, I believe, push AMD Q3 revenue past management's and the Street's estimates and hold gross margins near 54%.

image for news AMD: Q3 Guidance Leaves Out China -- A Trade Deal Could Be A Nice Surprise

Can Advanced Micro Devices Test $200?

AMD
Published: August 07, 2025 by: 24/7 Wall Street
Sentiment: Neutral

A day after missing earnings, shares of Advanced Micro Devices are soaring. Wells Fargo reiterated its overweight rating on AMD with a $185 price target.

image for news Can Advanced Micro Devices Test $200?

AMD Q2: Rating Downgrade Amid China And Opex Uncertainties

AMD
Published: August 07, 2025 by: Seeking Alpha
Sentiment: Negative

This article downgrades Advanced Micro Devices, Inc. to Hold due to several issues reflected in its FQ2 earnings report. The top issues on my list are the opex pressures and unresolved China export license uncertainties. Nvidia is far better positioned with superior profit margins and operational efficiency to navigate these uncertainties.

image for news AMD Q2: Rating Downgrade Amid China And Opex Uncertainties

Why I Am Still Choosing AMD Over Nvidia

AMD, NVDA
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

I remain bullish on Advanced Micro Devices, Inc., reiterating my Buy rating due to significant upside potential, especially as the AI inference cycle accelerates in 2025. Q2 was a transitional quarter; short-term margin and data center revenue concerns are outweighed by the ramp-up of MI350 GPUs and AI-driven growth. My AMD valuation models suggest a 15% to 6X upside, depending on AMD's ability to capitalize on AI inference and the commercial success of MI350 GPUs (a risk in itself).

image for news Why I Am Still Choosing AMD Over Nvidia

AMD: 2025 Is Not The Year

AMD
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. delivered solid Q2 results and Q3 guidance, with strength in Client & Gaming, but Data Center faces headwinds from China export restrictions. Visibility on China AI revenue and GPU growth remains limited, capping near-term excitement despite a strong product roadmap and management optimism. AMD stock's valuation now matches Nvidia's, reflecting high AI expectations, but margins and growth visibility don't justify further upside this year.

image for news AMD: 2025 Is Not The Year

Why AMD Stock Is Tumbling Despite Better-Than-Expected Results

AMD
Published: August 06, 2025 by: Investopedia
Sentiment: Positive

Better-than-expected sales and guidance weren't enough to lift Advanced Micro Devices (AMD) stock over the high bar set by its run-up in recent months.

image for news Why AMD Stock Is Tumbling Despite Better-Than-Expected Results

AMD Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall

AMD
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Advanced Micro Devices' second-quarter 2025 performance benefits from strong data center and gaming growth, but shares slip on export-related setbacks.

image for news AMD Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall

AMD CEO on Sales in China, Earnings, New AI Chips

AMD
Published: August 06, 2025 by: Bloomberg Markets and Finance
Sentiment: Neutral

Advanced Micro Devices Inc. CEO Lisa Su says she is seeing many positive signals for the business, even though the company failed to deliver a clear outlook for resuming sales in China. Su says the roadmap for the rest of the world is strong and "close conversations" are being held with the Trump administration so AMD can begin shipping popular AI processor chips to China again.

AMD CEO on Sales in China, Earnings, New AI Chips

AMD
Published: August 06, 2025 by: Bloomberg Technology
Sentiment: Neutral

One Modest Quarter Doesn't Change My Conviction On AMD

AMD
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. stock is a Buy in my books after their Q2 earnings report and subsequent pullback. I think the market reaction to Q2 was only negative because a lot of positives were already baked in. AI and data center growth, especially MI300/MI350 ramp and strong MI400 interest, still position AMD as a credible Nvidia alternative, though China sales need time.

image for news One Modest Quarter Doesn't Change My Conviction On AMD

From Export Controls To AI Innovation: Why AMD Remains A Buy Despite Headwinds

AMD
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. delivered strong Q2 '25 results with 32% YoY revenue growth, but gross margins fell due to export control-related charges and Data Center segment slowdown. Despite short-term headwinds, I remain bullish as AMD expands in AI with MI350/MI400 GPU accelerators, full-stack platforms, and major partnerships like Microsoft and Oracle. Management's progress in AI software (ROCm 7) and optimism about export license approvals support long-term growth potential, even amid geopolitical risks.

image for news From Export Controls To AI Innovation: Why AMD Remains A Buy Despite Headwinds

Super Micro Computer and AMD stock prices tumble as AI growth fears overshadow earnings

AMD, SMCI
Published: August 06, 2025 by: Fast Company
Sentiment: Negative

Two of the tech industry's AI hardware companies are seeing their share prices drop after they reported their most recent quarterly earnings after the closing bell yesterday.

image for news Super Micro Computer and AMD stock prices tumble as AI growth fears overshadow earnings

AMD's Results Sparked a Sell-Off—But That's Your Buy Signal

AMD
Published: August 06, 2025 by: MarketBeat
Sentiment: Negative

AMD's NASDAQ: AMD Q2 results were tepid, giving the market a reason to sell, at least for some participants. The results and subsequent sell-off also provide a reason to buy, having missed a high bar by a slim margin due to misplaced expectations and providing a discount to recently elevated prices.

image for news AMD's Results Sparked a Sell-Off—But That's Your Buy Signal

AMD's stock is down, but these new estimates have analysts feeling upbeat

AMD
Published: August 06, 2025 by: Market Watch
Sentiment: Neutral

While Nvidia dominates in AI GPUs, analysts still see room for AMD to capture a meaningful slice of the market.

image for news AMD's stock is down, but these new estimates have analysts feeling upbeat

AMD's Q2: Why This Stock Could Soar After The Dip

AMD
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. delivered strong Q2 ‘25 results, beating revenue and EPS estimates, with Client and Gaming segments showing exceptional growth and robust cash generation. Despite a one-off inventory charge impacting Data Center margins, AMD's AI and Data Center roadmap remains compelling, with new products rivaling Nvidia's offerings. AMD management's Q3 guidance projects revenue growth and a rebound in gross margins, supported by strong AI demand and potential export license approvals.

image for news AMD's Q2: Why This Stock Could Soar After The Dip

Bernstein's Stacy Rasgon on semiconductor tariffs, impact on sector and AMD Q2 results

AMD, ON
Published: August 06, 2025 by: CNBC Television
Sentiment: Neutral

Stacy Rasgon, Bernstein senior U.S. semiconductor analyst, joins 'Squawk Box' to discuss looming tariffs on semiconductors, impact on the chips sector, AMD's quarterly earnings results, and more.

image for news Bernstein's Stacy Rasgon on semiconductor tariffs, impact on sector and AMD Q2 results

AIP Rallies Over 40% on AMD Deal

AMD
Published: August 05, 2025 by: Schwab Network
Sentiment: Positive

Arteris (AIP) surged to a 3-year high after the company after announcing it will work with AMD Inc. (AMD) on its next generation A.I. chips. George Tsilis notes how the partnership is meaningful as AMD seeks to catch up to Nvidia (NVDA).

image for news AIP Rallies Over 40% on AMD Deal

Earnings "Big Test" for AMD, MI400 Chip & A.I. Growth in Focus

AMD
Published: August 05, 2025 by: Schwab Network
Sentiment: Negative

Shares of AMD Inc. (AMD) are expected to make a big move once it reports earnings after the bell on Tuesday. Marley Kayden breaks down the numbers Wall Street expects to see in the report, which includes a $700 million hit to revenue over chip export restrictions to China.

image for news Earnings "Big Test" for AMD, MI400 Chip & A.I. Growth in Focus

Trade Deficit Narrowed More Than Expected

AMD, AMGN, ANET, BP, CAT, GLDD, MPC, MTCH, PFE, SNAP, SWKS, TRVG
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Neutral

Pre-market futures are in the green across major indexes this morning, but experiencing a bit of choppiness. The Dow and S&P 500 are both up mere single-digits at this hour, off the early-morning highs, while the tech-heavy Nasdaq stays up +70 points presently.

image for news Trade Deficit Narrowed More Than Expected

"Little Brother" AMD Can Prove It's "More Than Second Fiddle to NVDA"

AMD, NVDA
Published: August 05, 2025 by: Schwab Network
Sentiment: Positive

AMD Inc. (AMD) reports earnings after the close Tuesday. The company has soared more than 70% since its last report in May.

image for news "Little Brother" AMD Can Prove It's "More Than Second Fiddle to NVDA"

AMD, INTC and NVDA Forecast – Microchip Stocks Rise in Premarket Trading

AMD, INTC, NVDA
Published: August 05, 2025 by: FXEmpire
Sentiment: Positive

The three microchip stocks in this analysis all look as if they are ready to rise again on Tuesday, according to the action we have seen so far in the premarket session.

image for news AMD, INTC and NVDA Forecast – Microchip Stocks Rise in Premarket Trading

Will AMD Stock Climb on Strong Data Center Revenues in Q2 Earnings?

AMD
Published: August 04, 2025 by: Zacks Investment Research
Sentiment: Neutral

Advanced Micro Devices' second-quarter 2025 earnings are likely to benefit from strong client and data center growth amid weakness in the Embedded segment.

image for news Will AMD Stock Climb on Strong Data Center Revenues in Q2 Earnings?

Robotics Stocks With Strong Potential for Long-Term Growth

AMD, NVDA, PATH, SERV
Published: August 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Robotics is poised for robust growth in the near term. Watch PATH, NVDA, AMD and SERV for potential market dominance across sectors.

image for news Robotics Stocks With Strong Potential for Long-Term Growth

AMD Outperforming NVIDIA: What's Behind It and Can It Continue?

AMD
Published: August 04, 2025 by: MarketBeat
Sentiment: Positive

Earlier this year, NVIDIA Corp. NASDAQ: NVDA became the world's first $4 trillion company, rising to the top of the Magnificent Seven on the back of a 30% year-to-date (YTD) gain. Few companies have become more synonymous with artificial intelligence than NVIDIA, and investors certainly aren't crying poor over a 30% gain in just seven months.

image for news AMD Outperforming NVIDIA: What's Behind It and Can It Continue?

Bernstein's Stacy Rasgon: Here's what to expect for AMD earnings

AMD
Published: August 04, 2025 by: CNBC Television
Sentiment: Neutral

Stacy Rasgon, Bernstein managing director, joins CNBC's 'Squawk on the Street' to discuss reactions to semiconductor earnings, expectations for AMD results, and much more.

image for news Bernstein's Stacy Rasgon: Here's what to expect for AMD earnings

AMD: I Am Loading Up Before Q2 Earnings

AMD
Published: August 04, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. is poised for a bullish Q2 earnings catalyst, driven by ongoing AI and cloud infrastructure investments from tech giants. AMD consistently beats earnings expectations, and strong results from cloud and semiconductor peers reinforce confidence in its upcoming report. Valuation remains attractive versus Nvidia and Broadcom, with AMD's P/S ratio below historical averages and fair value estimated at $211 per share.

image for news AMD: I Am Loading Up Before Q2 Earnings

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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.