Advanced Micro Devices, Inc. (AMD)

AMD: Likely Path To $600

Advanced Micro Devices unlocks massive AI growth with a landmark OpenAI GPU deal, positioning for substantial data center revenue expansion. The OpenAI partnership could drive AMD's annual AI revenue to tens of billions, with potential for $100+ billion in total revenue over several years. Barclays sets a $300 price target for AMD, citing strong EPS growth and the transformative impact of the OpenAI and Oracle deals.

AMD: Since When Have Integrated Supply Chains Become A 'Bubble'?

I dismiss the AI "circular bubble" narrative normal B2B deals in a nascent industry, comparable to aerospace integration. It signals healthy evolution rather than speculation. AI bubble risks rather depend on LLM progress. Only a plateau in AI models would deflate valuations, but history shows exponential gains so far. The OpenAI deal with Advanced Micro Devices, Inc. could significantly boost Advanced Micro Devices, Inc.'s long-term FCF margin, narrowing the profitability gap with Nvidia. It also gives credibility to AMD as Nvidia's contender in inference.

Micron may follow Nvidia and AMD with this move that could send its stock higher, Citi says

The memory-chip maker's DRAM chips are expected to be the next target for long-term AI-infrastructure contracts, Citi says, and higher prices should help the company's margins and stock.

Why AMD Stock Jumped 50%?

Advanced Micro Devices (NASDAQ:AMD) stock surged by almost 50% between 7/17/2025 and 10/15/2025. The gains come on the back of improving earnings, a recovering CPU market and surging interest in GPUs for artificial intelligence applications.

Advanced Micro Devices Eyes $300 as AI Demand Surges

Advanced Micro Devices' NASDAQ: AMD stock price outlook, long tied to a forecast of GPU market-share gains, was affirmed by OpenAI and accelerated by Oracle NYSE: ORCL. Oracle plans to deploy 50,000 Advanced Micro Devices' MI450 line of AI accelerators in the third quarter of 2026.

Top Stock Movers Now: AMD, Morgan Stanley, Bank of America, Progressive, and More

Major U.S. equities indexes climbed Wednesday afternoon in the wake of strong bank earnings and indications of more Federal Reserve rate cuts ahead. The S&P 500, Nasdaq, and Dow were all higher.

AMD's stock just keeps climbing — and it all comes down to this factor

Analysts are cheering the increased revenue visibility that comes from AMD's newly announced deals and that shifts the paradigm for what can be expected starting in 2027.

AMD stock surges over 8%: here's what fuelling the bullish momentum

AMD stock continues to ride on a bullish momentum as it surged over 8% on Wednesday, making it one of the top gainers in the semiconductor sector.

Chip Stocks Are Hot Today. AMD Is Just One Example.

Chip stocks are hot.

AMD analysts boost target price on AI revenue growth clarity

Wedbush analysts believe Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) has provided future certainty around graphics processing unit (GPU) demand following newly announced agreements that promise to substantially lift the company's future GPU revenues. In a note to clients on Wednesday, the analysts raised their target price on AMD to $270 per share from $190, while reiterating their ‘Outperform' rating on the stock, based on the company's likely revenue path over the next few years.

3 More Hot Tech Stocks With Bullish Charts and Ample Upside

The technology sector continues to show strength, driven by accelerating AI adoption, capital inflows, and renewed investor confidence. Several stocks are emerging with bullish chart patterns and active catalysts, pointing to the potential for triple-digit gains in the near term.

Oracle Executive Just Gave 50,000 Reasons to Buy AMD Stock Right Now

S&P500 Today: Nvidia, AMD Pop as AI Deal Sparks Tech Stock Rebound and Forecast Boost

Dow rallies on earnings, Nasdaq rebounds as Nvidia and AMD gain. JPMorgan sees trade tensions easing, boosting US stock market forecast.

NVDA vs. AMD: Which AI Hardware Stock Has Better Investment Potential?

NVIDIA's dominance in AI chips, booming data center sales and expanding partnerships give it an edge over AMD in the race for AI hardware leadership.

AMD: Business Hypergrowth In Sight, I'm A Buyer

Despite vendor financing concerns, AMD's transformative 6-GW deal with OpenAI is poised to unlock much-awaited hypergrowth at the semiconductor giant. Furthermore, the OpenAI partnership boosts AMD's credibility and positions AMD to gain significant AI infrastructure market share. After baking the AMD-OpenAI deal into our valuation model, I continue to consider AMD stock a solid "buy" for long-term investors. Read on to learn more.

NVDA, AMD and INTC Forecast – Semis Look to Roar Back Against Selling on Wednesday

The three stocks in this analysis all look as if they are ready to get back to a bullish run, and all look as if they are ready to gap to the upside at the open on Wednesday.

AMD Leverages Partner Base to Aid Data Center Growth: What's Ahead?

AMD expands its AI and data center dominance through major partnerships, including a multi-year OpenAI deal to deploy Instinct GPUs.

U.S. politician suspiciously bought these stocks just before major AI deal

United States Representative Cleo Fields made a series of timely stock purchases in Oracle (NYSE: ORCL) and Advanced Micro Devices (NASDAQ: AMD) ahead of a major artificial intelligence partnership between the two tech giants.

Oracle to deploy 50,000 AMD AI chips, challenging Nvidia's dominance

Oracle Corp (NYSE:ORCL, ETR:ORC) Cloud Infrastructure on Tuesday unveiled plans to deploy 50,000 Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) Instinct MI450 AI processors starting in the second half of 2026, signaling a major expansion of its partnership with the chipmaker. The MI450 chips are AMD's first designed for rack-scale configurations, allowing up to 72 processors to work together to support advanced artificial intelligence workloads.

Oracle and AMD expand AI partnership to keep up with demand

Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units beginning in the third quarter of 2026 with further expansion to follow.

AMD is keeping its momentum alive. Here are two reasons for optimism.

AMD just announced an extension of its relationship with Oracle. Plus, an analyst upgraded the stock and implied Wall Street's profit expectations aren't high enough.

Earnings Growth & Price Strength Make Advanced Micro Devices (AMD) a Stock to Watch

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

Wall Street Analysts Just Upgraded These Five Stocks: DASH, AMD, WMG, META, PANW

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Oracle Will Deploy AMD's AI Chips—Challenging Nvidia

AMD's expanded partnership with Oracle follows a multibillion-dollar deal announced last week between the chipmaker and OpenAI. As part of the deal, OpenAI will acquire and deploy 6 gigawatts of AMD's AI chips, starting with a 1-gigawatt deployment in 2026, and AMD will issue OpenAI a warrant for up to 160 million shares.

AMD gets another vote of confidence in the AI chip wars — this time from Oracle

AMD is set to deploy 50,000 AI chips in Oracle data centers in the second half of 2026. It follows AMD's recent mega chip deal with OpenAI, with both partnerships a boost against rival Nvidia.

Jim Cramer's top 10 things to watch in the stock market Tuesday

Stock futures fell Tuesday as trade tensions between the U.S. and China intensified.

Options Corner: AMD's A.I. Rally

Reports that Oracle (ORCL) will deploy 50k AMD (AMD) chips for an A.I. "supercluster" by 3Q26 have pushed the chipmaker higher.

AMD Shares Rise 33% in a Month: Buy, Sell or Hold the Stock?

AMD shares surge 33% in the past month as strong EPYC and Instinct demand drive growth, but high valuation and tough AI competition pose risks.

Will Advanced Micro (AMD) Beat Estimates Again in Its Next Earnings Report?

Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The Big 3: ORCL, AMD, CEG

Joe Tigay notes what he calls a "liquidity-driven" rally in markets but tells investors to stay alert, especially following Friday's tariff-driven sell-off. As for his Big 3, he says all his picks are "loosely" tied to OpenAI.