Advanced Micro Devices, Inc. (AMD)

MU vs. AMD: Which Stock Should Value Investors Buy Now?

Investors interested in Computer - Integrated Systems stocks are likely familiar with Micron (MU) and Advanced Micro Devices (AMD). But which of these two stocks presents investors with the better value opportunity right now?

Wall Street Analysts Just Upgraded These Five Stocks: AMZN, WMT, AMD, META, PANW

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OpenAI partners with Broadcom to build custom AI chips, adding to Nvidia and AMD deals

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Semiconductor ecosystem will continue to grind higher, says TD Cowen's Joshua Buchalter

Joshua Buchalter, TD Cowen senior analyst, joins 'The Exchange' to discuss the Trump administration's impact to chipmaking companies, what to expect from the sector and much more.

Top Stock Movers Now: AMD, Arm, Levi Strauss, and More

The major U.S. equities indexes dropped sharply Friday afternoon, wiping out early gains after President Trump threatened "massive" tariffs on Chinese goods in response to China's move to tighten rare earths export curbs. The Dow, S&P 500, and Nasdaq all lost over 1%.

Major Wall Street Firms Upgrade AMD, Oracle, Baidu And NVIDIA

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Stock Market Mixed, But AMD, Nvidia, Taiwan Semi Lift AI; Tesla Launches Stripped-Down EVs: Weekly Review

The stock market was mixed, with AMD and Nvidia lifting the S&P 500 and Nasdaq to highs while the Dow Jones fell. Tesla launched cheap EVs.

AMD: OpenAI Got A Bargin - I Wouldn't Hold Into Earnings

Advanced Micro Devices is now up+40% over the past five days on news of a partnership with OpenAI for a potential 10% stake and up to 6GW worth of chips. In our opinion, this is a very clever deal that hitched AMD to OpenAI's wagon and put it back in the AI story with leverage for 2H26. AMD's rally is overextended at current levels. High expectations are priced in, while concerns about gross margins and competitive threats from Nvidia and Intel remain.

Goldman Sachs sees OpenAI partnership a ‘substantial positive' for AMD, raises price target

Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) analysts view Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s strategic partnership with OpenAI as “a substantial positive for AMD,” pointing to improved competitive positioning in the accelerator market for both training and inference workloads. While the firm maintained its ‘Neutral' rating on the stock “given the potential funding risks tied to the business and likely high customer concentration for AMD's GPU datacenter business,” it noted that it “could be more constructive if we gain incremental confidence on the revenue stream and execution timeline for this deal in the coming quarters.

Why A Bad Deal Makes AMD A Strong Buy

AMD secures a landmark multi-year GPU supply deal with OpenAI, potentially adding tens of billions in incremental annual revenue from 2027 onward. The deal includes 160 million warrants for OpenAI, complicating the true economics but providing strong incentives for OpenAI to adopt AMD's products. Risks remain around OpenAI's ability to fund such large commitments, but the structure mitigates some risk and signals AMD's rising relevance in AI compute.

Wall Street Analysts Just Upgraded These Five Stocks

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AMD, NVDA and INTC Forecast – Microchip Stocks Look Strong

The three major microchip stocks in this analysis all look as if they are going to continue to see buyers overall, as we continue to see massive deals in this area of the market, driving higher in response.

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.