Advanced Micro Devices, Inc. (AMD)

US — Technology Sector
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News

MU or AMD: Which Is the Better Value Stock Right Now?
AMD, MU
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors with an interest in Computer - Integrated Systems stocks have likely encountered both Micron (MU) and Advanced Micro Devices (AMD). But which of these two stocks is more attractive to value investors?

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image for news MU or AMD: Which Is the Better Value Stock Right Now?
AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?
AMD
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive

AMD's soaring Data Center sales, fueled by EPYC processors and Instinct GPUs, highlight robust demand and strong growth expectations into late 2025.

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image for news AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?
Tech Stocks That Are Down Today: AMD, Palo Alto Networks, DataDog and Micron Technology
AMD, DDOG, MU, PANW
Published: November 21, 2025 by: 24/7 Wall Street
Sentiment: Negative

After yesterday's debacle in which approximately $1 trillion in market capitalization was erased from the stock market, some technology stocks are still hunting a bottom.

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image for news Tech Stocks That Are Down Today: AMD, Palo Alto Networks, DataDog and Micron Technology
AMD Sees Growth Tailwinds With Inferencing (Rating Upgrade)
AMD
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. is rated Buy with a $286 price target, driven by strong Data Center growth and a major OpenAI partnership. AMD's market share gains in Client Compute and ongoing GPU refresh cycles among hyperscalers position AMD for margin-accretive growth. The OpenAI deal, expanding AI infrastructure, and a healthy balance sheet support robust long-term revenue and earnings outlook for AMD.

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image for news AMD Sees Growth Tailwinds With Inferencing (Rating Upgrade)
AMD: Q3 Beat, AI GPU Pipeline, Investor Day Sets A High Bar (Rating Upgrade)
AMD
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. delivered record Q3 results with $9.2B revenue, driven by strong Data Center, AI, Server, and PC demand. AMD's data center and client/gaming segments posted robust growth, with ambitious AI and data center roadmaps targeting $100B revenue by 2030. Despite risks from competition, geopolitics, and high expectations, AMD's balance sheet, cash flow, and product pipeline remain strong.

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image for news AMD: Q3 Beat, AI GPU Pipeline, Investor Day Sets A High Bar (Rating Upgrade)
AMD: Trillion-Dollar Market Cap In Sight - Upgrade To Buy
AMD
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. has reported great growth tailwinds across the expanding x86 market share, the improving data center monetization opportunities, and the ambitious long-term targets. These growth engines imply the potential expansion in its market capitalization to over $1T, allowing the company to eventually join the Trillion Dollar club alongside NVDA and AVGO. I am also impressed by AMD's growing bullish support at current levels, as observed in the sideways trading cadence during the market wide meltdown.

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image for news AMD: Trillion-Dollar Market Cap In Sight - Upgrade To Buy
AMD's stock looks like a winner after Nvidia earnings. These other AI plays do too.
AMD, NVDA
Published: November 20, 2025 by: Market Watch
Sentiment: Positive

Nvidia's third-quarter earnings beat alleviated AI bubble fears and sent tech shares rising across the market.

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image for news AMD's stock looks like a winner after Nvidia earnings. These other AI plays do too.
AMD, Cisco and HUMAIN to Form Joint Venture to Deliver World-Leading AI Infrastructure
AMD, CSCO
Published: November 19, 2025 by: PRNewsWire
Sentiment: Neutral

Joint venture to deliver up to 1 GW of AI infrastructure by 2030, starting with a 100 MW deployment in the Kingdom of Saudi Arabia to power the Global AI ecosystem with cost-efficient, high-performance infrastructure News Summary AMD, Cisco and HUMAIN to invest in a joint venture and serve as its exclusive technology partners, deepening their multi-year strategic collaboration announced in May during U.S. President Donald J. Trump's visit to the Kingdom of Saudi Arabia.

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image for news AMD, Cisco and HUMAIN to Form Joint Venture to Deliver World-Leading AI Infrastructure
Blackwell & Data Center Demand Power NVDA, AMD to Capture More Customers
AMD, NVDA
Published: November 19, 2025 by: Schwab Network
Sentiment: Positive

"Demand still far outstrips supply" when it comes to Nvidia's (NVDA) data center growth, says Dave Altavilla. He expects that trend to continue as the Mag 7 giant sets its sights on margin expansion through its Blackwell and Blackwell Ultra sales.

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image for news Blackwell & Data Center Demand Power NVDA, AMD to Capture More Customers
Exclusive: AMD, Cisco and Saudi's Humain launch AI joint venture, land first major customer
AMD, CSCO
Published: November 19, 2025 by: Reuters
Sentiment: Positive

Advanced Micro Devices , Cisco Systems and Saudi Arabian artificial intelligence startup Humain are forming a joint venture to build data centers in the Middle East and have landed their first customer, CEOs at the three companies told Reuters in an interview on Tuesday.

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image for news Exclusive: AMD, Cisco and Saudi's Humain launch AI joint venture, land first major customer
AMD and ARM gaining market share amid Intel supply constraints: analysts
AMD, INTC
Published: November 18, 2025 by: Proactive Investors
Sentiment: Positive

In the third quarter of 2025, US semiconductor CPU trends showed continued market share gains for Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Arm Holdings PLC (NASDAQ:ARM), while Intel Corp (NASDAQ:INTC, XETRA:INL) benefited from higher average selling prices (ASPs) amid ongoing supply constraints, according to Bank of America analysts. Based on Mercury Research data, AMD and ARM both outperformed Intel in unit growth across desktop, notebook, and server segments, the analysts wrote in a note to clients.

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image for news AMD and ARM gaining market share amid Intel supply constraints: analysts
These Are the 3 Cheapest Big Tech AI Stocks: Time to Buy?
AMD, NVDA, ORCL
Published: November 18, 2025 by: 24/7 Wall Street
Sentiment: Positive

The explosion of interest in artificial intelligence (AI) has caused the valuations of many tech stocks to skyrocket.

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image for news These Are the 3 Cheapest Big Tech AI Stocks: Time to Buy?
Nasdaq 100: Tech Sector Drops as AMD, Micron and Microsoft Pressure US Indices
AMD, MSFT, MU
Published: November 18, 2025 by: FXEmpire
Sentiment: Negative

Tech sector weakness drags US indices lower, with AMD, Microsoft and Micron sliding as traders await delayed economic reports and assess Fed policy risks.

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image for news Nasdaq 100: Tech Sector Drops as AMD, Micron and Microsoft Pressure US Indices
AMD Chips Will Drive France's First Supercomputer That Beats Human Brainpower
AMD
Published: November 18, 2025 by: Benzinga
Sentiment: Positive

Advanced Micro Devices, Inc. (NASDAQ: AMD) is powering France's first exascale supercomputer, a landmark project that showcases the chipmaker's growing influence in global AI and scientific computing.

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image for news AMD Chips Will Drive France's First Supercomputer That Beats Human Brainpower
Lisa Su Thinks AI is the “Right Gamble.” Should Investors Shed Their Fear of Heavy AI Spend?
AMD
Published: November 18, 2025 by: 24/7 Wall Street
Sentiment: Positive

Advanced Micro Devices (NASDAQ:AMD) top boss Lisa Su is worth investing in, especially for the AI bulls out there who want to bet on the future of a fast-moving AI chip giant that has what it takes to keep up with the likes of the great Nvidia (NASDAQ:NVDA).

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image for news Lisa Su Thinks AI is the “Right Gamble.” Should Investors Shed Their Fear of Heavy AI Spend?
AMD: Why Consensus Estimates Are Stale And Too Conservative
AMD
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Positive

AMD (AMD) is a strong buy, with a clear path to double-digit data center AI market share and tens of billions in revenue by 2027. Key drivers include the MI450 on TSMC 2nm, open-source ROCm software improvements, and major partnerships with OpenAI, Oracle, and Meta. AMD forecasts 80%+ AI revenue CAGR for 3-5 years, targeting $20 EPS and a $500 fair value, supported by accelerating datacenter and CPU demand.

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image for news AMD: Why Consensus Estimates Are Stale And Too Conservative
NVDA, INTC and AMD Forecast – Microchip Stocks Struggle in Premarket
AMD, INTC, NVDA
Published: November 18, 2025 by: FXEmpire
Sentiment: Negative

Microchip stocks show early Tuesday softness as Nvidia, Intel, and AMD all point lower in premarket trade. Key support levels, upcoming Nvidia earnings, and recent volatility shape trader sentiment, with dip-buying strategies highlighted across the sector.

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image for news NVDA, INTC and AMD Forecast – Microchip Stocks Struggle in Premarket
Eviden and AMD to Power Europe's New Exascale Supercomputer, the First Based in France
AMD
Published: November 18, 2025 by: GlobeNewsWire
Sentiment: Neutral

More than a single supercomputer Alice Recoque will expand Europe's AI and research capabilities while ensuring energy efficiency and sovereignty

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image for news Eviden and AMD to Power Europe's New Exascale Supercomputer, the First Based in France
GlobalFoundries buys Singapore's Advanced Micro Foundry in push to speed up AI data center networks
AMD, GFS
Published: November 17, 2025 by: Reuters
Sentiment: Positive

Chip manufacturer GlobalFoundries said on Monday it has acquired Advanced Micro Foundry (AMF), a Singapore-based chipmaker that focuses on silicon photonics, a fast-growing field that is being used in artificial intelligence data centers and quantum computers.

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image for news GlobalFoundries buys Singapore's Advanced Micro Foundry in push to speed up AI data center networks
AMD's Price Is Playing With Fire, But The Valuation Will Go Higher
AMD
Published: November 17, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. stock looks expensive in the moment, but if you zoom out it's remarkably well-positioned for five to 10 years of elite returns. We are not facing an energy bottleneck as the core issue, we are facing policy isolationism that we have been pressured into by China. If business leaders and policy makers unite, cyclical AI dynamics will not occur heavily, and I am bullish on long-term AMD growth even with present constraints.

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image for news AMD's Price Is Playing With Fire, But The Valuation Will Go Higher
NVDA Bellwether Earnings, AMD "Potential Threat" & MSFT, OpenAI Symbiosis
AMD, MSFT, NVDA
Published: November 17, 2025 by: Schwab Network
Sentiment: Positive

@WindowsCentral's Daniel Rubino believes Nvidia (NVDA) will post a great earnings report, the real question comes down to guidance. He says the Mag 7 giant will be a continuing market mover but makes the case that the A.I.

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image for news NVDA Bellwether Earnings, AMD "Potential Threat" & MSFT, OpenAI Symbiosis
Wall Street analysts update AMD stock price
AMD
Published: November 17, 2025 by: Finbold
Sentiment: Positive

TD Cowen analyst Joshua Buchalter has reaffirmed his bullish stance on Advanced Micro Devices (NASDAQ: AMD), reiterating a ‘Buy' rating and maintaining a $290 price target.

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image for news Wall Street analysts update AMD stock price
AMD: Cautiously Bullish On MI450 And Helios Next Year
AMD
Published: November 17, 2025 by: Seeking Alpha
Sentiment: Positive

I reiterate my cautious buy rating on Advanced Micro Devices, Inc. after the company beat expectations in Q3. My thesis rests on the data center business and the 6 GW OpenAI MI450 deal. Q3 2025 showed broad-based momentum: record $9.25B revenue (+36% YOY), 22% data center growth, and outsized client (+46%) and gaming (2.8x) strength. I believe AMD's expanding AI PC roadmap (2.5x portfolio since 2024, Gorgon/Medusa targeting up to 10x AI performance) and rising AI PC penetration can support sustained client-side upside.

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image for news AMD: Cautiously Bullish On MI450 And Helios Next Year
AMD Q3: The Underdog Running Circles Around Rivals
AMD
Published: November 17, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. is rated Strong Buy, driven by robust Q3 2025 earnings and accelerating AI-related growth catalysts. AMD's OpenAI partnership could generate tens of billions in revenue, validating its GPUs as a credible alternative to Nvidia in data centers. Despite a premium valuation near 98x forward earnings, AMD's aggressive growth targets and next-gen MI450 chips support long-term upside.

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image for news AMD Q3: The Underdog Running Circles Around Rivals
AMD Is Targeting Nvidia's AI Lead — It All Hinges on Doing This 1 Thing
AMD
Published: November 17, 2025 by: 24/7 Wall Street
Sentiment: Negative

Advanced Micro Devices ( NASDAQ:AMD ) has rapidly caught up in the artificial intelligence space after lagging behind for years.

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image for news AMD Is Targeting Nvidia's AI Lead — It All Hinges on Doing This 1 Thing
NVDA, INTC and AMD Forecast – Chip Stocks Look Soft in Early Friday Trading
AMD, INTC, NVDA
Published: November 14, 2025 by: FXEmpire
Sentiment: Positive

Tech stocks appear set for a weak open, with Nvidia, Intel, and AMD all showing early pressure. Key support levels and major moving averages sit below current pricing, suggesting potential buying opportunities once markets stabilize and show renewed strength.

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image for news NVDA, INTC and AMD Forecast – Chip Stocks Look Soft in Early Friday Trading
AMD Rides on Growing Data Center Footprint: Buy or Hold the Stock?
AMD
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Neutral

Advanced Micro Devices projects a $1T data center market by 2030 and over 80% AI revenue CAGR, but valuation and NVIDIA rivalry test investor conviction.

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image for news AMD Rides on Growing Data Center Footprint: Buy or Hold the Stock?
HostColor announced 20 Gbps AMD Dedicated Servers in New York City and Ashburn
AMD
Published: November 13, 2025 by: GlobeNewsWire
Sentiment: Neutral

HostColor.com (HC) has announced AMD Ryzen and EPYC dedicated servers with 20 Gbps and 25 Gbps bandwidth ports in its New York City and Ashburn cloud data center locations. HostColor.com (HC) has announced AMD Ryzen and EPYC dedicated servers with 20 Gbps and 25 Gbps bandwidth ports in its New York City and Ashburn cloud data center locations.

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image for news HostColor announced 20 Gbps AMD Dedicated Servers in New York City and Ashburn
AMD and Intel in focus as broker sees "stronger than seasonal" PC demand
AMD, INTC
Published: November 13, 2025 by: Proactive Investors
Sentiment: Positive

UBS is expecting global PC unit sales to grow by around 3% in 2026, helped higher by the Windows 10 end-of-life upgrade cycle and higher adoption of AI PCs.

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image for news AMD and Intel in focus as broker sees "stronger than seasonal" PC demand
AMD Price News: Stock Eyes $390 After 200-Day EMA Rebound
AMD
Published: November 12, 2025 by: FXEmpire
Sentiment: Positive

AMD stock surged 11% after CEO Lisa Su outlined bold growth targets, forecasting a 35% annual revenue increase and $20 EPS — implying just 13x forward earnings. With strong AI demand and data center expansion fueling optimism, AMD appears poised for long-term upside.

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image for news AMD Price News: Stock Eyes $390 After 200-Day EMA Rebound

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.