Advanced Micro Devices, Inc. (AMD)

US — Technology Sector
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News

AMD's Bullish Guidance & Investor Patience Amid A.I. Infrastructure Race
AMD
Published: November 12, 2025 by: Schwab Network
Sentiment: Positive

After what Marley Kayden called a "digestion period" for investors, AMD Inc.'s (AMD) stock rallied Wednesday after CEO Lisa Su shared bullish guidance at the company's first analyst day in years. Su expects AMD to capture a "double-digit" share of a "$1 trillion" data center business by 2030 and expects 35% revenue growth in the next three to five years.

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image for news AMD's Bullish Guidance & Investor Patience Amid A.I. Infrastructure Race
AMD: Lisa Su Has Finally Spoken
AMD
Published: November 12, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. CEO Lisa Su has unveiled the company's blueprint for capitalizing on the $1 trillion AI compute opportunity over the next three to five years. The latest AMD forecast is double of the $500 billion total addressable market AMD had projected just a year ago, highlighting favorable AI demand dynamics ahead to underpin its long-term earnings growth trajectory. AMD's upcoming product roadmap, which includes its first Helios rack-scale system ramp, represents the fundamental catalyst in reinforcing its multi-year AI growth target of 80%.

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image for news AMD: Lisa Su Has Finally Spoken
Top Stock Movers Now: AMD, On Holding, Circle Internet Group, and More
AMD, CRCL, ONON
Published: November 12, 2025 by: Investopedia
Sentiment: Positive

Major U.S. equities indexes were mixed at midday Wednesday ahead of a vote to fund the federal government and end the 43-day shutdown. The Dow Jones Industrial Average rose to a record high but they Nasdaq and S&P 500 were lower.

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image for news Top Stock Movers Now: AMD, On Holding, Circle Internet Group, and More
AMD Shares Soar 9% After CEO Predicts $1 Trillion Data Center Market
AMD
Published: November 12, 2025 by: Forbes
Sentiment: Positive

Su, who holds roughly 4.7 million AMD shares, had her net worth increase by $123 million (7.9%) to $1.7 billion on the chipmaker's stock jump.

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image for news AMD Shares Soar 9% After CEO Predicts $1 Trillion Data Center Market
Stock Of The Day: Where Will The AMD Rally End?
AMD
Published: November 12, 2025 by: Benzinga
Sentiment: Positive

Advanced Micro Devices, Inc. (NASDAQ:AMD) is moving higher. This comes after the company's analyst day.

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image for news Stock Of The Day: Where Will The AMD Rally End?
Analysts Bullish on AMD Outlook, Questions Surround OpenAI Deal
AMD
Published: November 12, 2025 by: Schwab Network
Sentiment: Positive

AMD Inc. (AMD) rallied 10% in the first hour of Wednesday's trading session after CEO Lisa Su made comments on guidance at the company's analyst day that many investors and analysts alike saw as bullish. Marley Kayden talks about the slew of price target hikes for AMD surrounding the chipmaker's long-term revenue expectations.

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image for news Analysts Bullish on AMD Outlook, Questions Surround OpenAI Deal
AI predicts AMD stock price for November 30
AMD
Published: November 12, 2025 by: Finbold
Sentiment: Positive

The share price of American semiconductor giant Advanced Micro Devices (NASDAQ: AMD) is on a bullish run as investors react to the company's projected profit growth.

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image for news AI predicts AMD stock price for November 30
Reality check is catching up for AMD, Street is impressed, says Patrick Moorhead
AMD
Published: November 12, 2025 by: CNBC Television
Sentiment: Positive

Patrick Moorhead, Moor Insights & Strategy founder and CEO, joins CNBC's 'Squawk on the Street' to discuss his reaction to AMD's latest quarter.

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image for news Reality check is catching up for AMD, Street is impressed, says Patrick Moorhead
AMD analyst day takeaways and the next catalysts for AI stocks, plus how AI impacts the labor market
AMD
Published: November 12, 2025 by: Yahoo Finance
Sentiment: Neutral

Yahoo Finance executive editor Brian Sozzi breaks down the latest market news for November 12, 2025 AMD held its Financial Analyst Day on Tuesday. Our panel, led by Brian, weighs in on key takeaways from the event, the outlook on the chip stock, and how AMD stacks up in the AI race.

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image for news AMD analyst day takeaways and the next catalysts for AI stocks, plus how AI impacts the labor market
AMD CEO Lisa Su Said AI Demand Is ‘Insatiable.' The Chipmaker's Stock Is Soaring
AMD
Published: November 12, 2025 by: Investopedia
Sentiment: Positive

Advanced Micro Devices shares are getting a boost from its outlook.

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image for news AMD CEO Lisa Su Said AI Demand Is ‘Insatiable.' The Chipmaker's Stock Is Soaring
Analysts Still Pounding the Table over Advanced Micro Devices and Nvidia
AMD, NVDA
Published: November 12, 2025 by: 24/7 Wall Street
Sentiment: Positive

Analysts at Bank of America just reiterated a buy rating on Nvidia. The firm says NVDA is well-positioned for healthcare and artificial intelligence.

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image for news Analysts Still Pounding the Table over Advanced Micro Devices and Nvidia
AMD Stock Surges as Wall Street Weighs Its Odds Against Nvidia
AMD, NVDA
Published: November 12, 2025 by: Barrons
Sentiment: Positive

The company still needs a few big deals to move toward its ambition of a double-digit share of the AI data-center market.

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image for news AMD Stock Surges as Wall Street Weighs Its Odds Against Nvidia
AMD Shares Soar 7% After CEO Predicts $1 Trillion Data Center Market
AMD
Published: November 12, 2025 by: Forbes
Sentiment: Positive

AMD headlined broader growth among the tech-heavy Nasdaq, which advanced 0.1% early Wednesday. Other gains were posted by Qualcomm (up 1.4%), Micron Technology (1.3%), Adobe (0.9%), Nvidia (0.5%), Intel (0.2%) and Amazon (0.2%).

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image for news AMD Shares Soar 7% After CEO Predicts $1 Trillion Data Center Market
AMD CEO Lisa Su dismisses AI spending fears: 'It's the right gamble'
AMD
Published: November 12, 2025 by: CNBC Television
Sentiment: Positive

AMD CEO Lisa Su joins 'Squawk Box' to discuss the company's quarterly earnings results, takeaways from the company's analyst day, AI chip demand, state of AI tech race, AMD's partnership with OpenAI, data center business, state of the AI arms race, export controls, and more.

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image for news AMD CEO Lisa Su dismisses AI spending fears: 'It's the right gamble'
AMD's Lisa Su dismisses AI spending fears as stock rallies on growth projections: 'It's the right gamble'
AMD
Published: November 12, 2025 by: CNBC
Sentiment: Positive

Advanced Micro Devices' CEO Lisa Su shut down concerns over Big Tech's elevated spending during an interview with CNBC's "Squawk Box.". She called investing in artificial intelligence and computing the "right gamble" for businesses.

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image for news AMD's Lisa Su dismisses AI spending fears as stock rallies on growth projections: 'It's the right gamble'
Shutdown Latest, AMD Pop, Watching U.S./Vietnam Trade Deal Updates
AMD
Published: November 12, 2025 by: Schwab Network
Sentiment: Positive

Kevin Green kicks off Morning Movers with a look at market activity as optimism mounts that the government shutdown bill could pass the House of Representatives later tonight. KG points to the health care and energy sectors as ones to watch.

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image for news Shutdown Latest, AMD Pop, Watching U.S./Vietnam Trade Deal Updates
AMD shares some giant numbers that are giving its stock a jolt
AMD
Published: November 12, 2025 by: Market Watch
Sentiment: Positive

While the chip maker's investor day left analysts with questions about its chip rollout, AMD's big projections signaled a “clearly confident” company.

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image for news AMD shares some giant numbers that are giving its stock a jolt
5 Things to Know Before the Stock Market Opens
AMD, ONON
Published: November 12, 2025 by: Investopedia
Sentiment: Positive

Stock futures are higher this morning after the Dow Jones Industrial Average closed at a record high on Tuesday; the House of Representatives is poised to vote on legislation to end the six-week U.S. government shutdown; Advanced Micro Devices (AMD) shares are rising after the chipmaker projected strong revenue growth over the coming years; the White House is reportedly examining measures that could limit the influence of proxy advisers and index-fund managers in shareholder voting; and shares of On Holding are soaring after the sneaker maker posted strong earnings and raised its guidance. Here's what you need to know today.

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image for news 5 Things to Know Before the Stock Market Opens
AMD: Ride The OpenAI Wave
AMD
Published: November 11, 2025 by: Seeking Alpha
Sentiment: Positive

Advanced Micro Devices, Inc. delivered a strong quarter, beating revenue and EPS estimates, yet the stock declined amid broader market weakness. AMD's $600 price target remains ultra bullish, supported by momentum from the OpenAI deal and robust growth in Client and Gaming segments. AI GPU sales are ramping up, with OpenAI potentially doubling AMD's data center revenue, and EPS targets for 2027 now approaching $10.

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image for news AMD: Ride The OpenAI Wave
AMD's Lisa Su sees 35% annual sales growth driven by 'insatiable' AI demand
AMD
Published: November 11, 2025 by: CNBC
Sentiment: Positive

AMD CEO Lisa Su said that AMD could be able to achieve "double-digit" share in the data center AI chip market over the next three to five years. The AI chip market is currently dominated by Nvidia, which has over 90% of the market share, according to estimates.

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image for news AMD's Lisa Su sees 35% annual sales growth driven by 'insatiable' AI demand
AMD analysts lower expectations ahead of Analyst Day
AMD
Published: November 11, 2025 by: Proactive Investors
Sentiment: Negative

Wedbush analysts on Monday weighed in Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD)'s upcoming Analyst Day, saying they are “less certain that anything we hear will significantly move the needle around forward expectations”. In a note to clients, the analysts wrote that they are expecting AMD to provide information that will better their understanding of the company's product roadmap, financial targets and general industry trends.

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image for news AMD analysts lower expectations ahead of Analyst Day
AMD's analyst day is just hours away. Can it power the stock even higher?
AMD
Published: November 11, 2025 by: Market Watch
Sentiment: Neutral

The chip maker is expected to deliver a clearer view of its long-term AI strategy, but the company might not be able to give information on what matters most to investors.

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image for news AMD's analyst day is just hours away. Can it power the stock even higher?
Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It
AMD
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive

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.

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image for news Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It
5 Things to Know Before the Stock Market Opens
AMD, BRK-A, BRK-B, CRWV
Published: November 11, 2025 by: Investopedia
Sentiment: Neutral

Stock futures are lower this morning following a big tech-fueled rally on Monday amid hopes that the federal government shutdown is set to end soon; the Senate late Monday passed legislation to fund the government through January, sending the measure to the House of Representatives; CoreWeave (CRWV) shares are plunging after its full-year revenue projections came up short of analysts' expectations; and Advanced Micro Devices (AMD) is expected to provide important AI updates at its financial analyst day event. Here's what you need to know today.

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image for news 5 Things to Know Before the Stock Market Opens
2 Reasons Palantir, Micron and AMD Are Soaring
AMD, MU, PLTR
Published: November 10, 2025 by: 24/7 Wall Street
Sentiment: Positive

Stock market bulls are digging in their heels to start this week, and technology stocks are back in the driver's seat.

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image for news 2 Reasons Palantir, Micron and AMD Are Soaring
NVDA, INTC and AMD Forecast – Tech Stocks Celebrate the Government Deal in the USA
AMD, INTC, NVDA
Published: November 10, 2025 by: FXEmpire
Sentiment: Positive

U.S. stocks surged on Monday as optimism over a U.S. government reopening boosted risk appetite. Nvidia, Intel, and AMD are all set to gap higher, with strong uptrends intact and pullbacks likely offering renewed buying opportunities.

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image for news NVDA, INTC and AMD Forecast – Tech Stocks Celebrate the Government Deal in the USA
Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade
AMD, AMZN, BABA, CRCL, CRWV, CSCO, DASH, DIS, GOOG, GOOGL, META, NVDA, ORCL, PLTR, TSN, UBER
Published: November 07, 2025 by: Seeking Alpha
Sentiment: Negative

AI sector stocks like Palantir (PLTR), Nvidia (NVDA), and AMD face valuation concerns despite strong earnings, leading to recent pullbacks. The government shutdown and lack of economic data are increasing uncertainty, with job cuts rising sharply and consumer spending at risk.

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image for news Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade
AMD Keeps Falling After Beat-and-Raise Q3. Should You Buy?
AMD
Published: November 07, 2025 by: 24/7 Wall Street
Sentiment: Negative

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image for news AMD Keeps Falling After Beat-and-Raise Q3. Should You Buy?
The Zacks Analyst Blog Advanced Micro Devices, Oracle and NVIDIA
AMD
Published: November 07, 2025 by: Zacks Investment Research
Sentiment: Neutral

Chicago, IL – November 7, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets.

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image for news The Zacks Analyst Blog Advanced Micro Devices, Oracle and NVIDIA
AMD CEO Says AI Chip Market Is 'Larger Opportunity' Than $500 Billion
AMD
Published: November 06, 2025 by: Benzinga
Sentiment: Positive

Lisa Su thinks the AI boom is just getting started — and the numbers back her up. On Advanced Micro Devices Inc's (NASDAQ:AMD) third quarter earnings call, the CEO said the total addressable market for AI silicon has grown beyond earlier projections, calling it "a larger opportunity" than the $500 billion estimate she floated just months ago.

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image for news AMD CEO Says AI Chip Market Is 'Larger Opportunity' Than $500 Billion

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.