Advanced Micro Devices, Inc. — News

Drunkenmiller trimmed his TSMC position in the first quarter, yet it remains the third largest in the Duquesne Family Office portfolio. AI-driven demand is powering TSMC's strong growth, and management is guiding to more opportunities ahead.

fool.com - 2026-08-04 05:45:00

I'm rating Core Scientific a Strong Buy with a price target of $28, implying a 40% upside potential. My main growth drivers are the CoreWeave ramp, the AMD Phase 1 contract, additional power monetization, and the mix shift away from bitcoin mining. Together, these drivers support my estimate of about $1.2 billion in potential 2028 EBITDA before applying a conservative adjustment for corporate costs and execution risk.

seekingalpha.com - 2026-08-04 02:36:43

Semiconductor stocks just had their toughest month in over a decade. Are they due for a rebound?

investopedia.com - 2026-08-03 16:38:10

The sale was part of the $68.1 million in AMD share sales it reported in July.

fool.com - 2026-08-03 16:07:00

Results land on Tuesday after-hours with data centre revenue expected to double and the sector in retreat Advanced Micro Devices Inc's (NASDAQ:AMD, XETRA:AMD) second-quarter print is the official set-piece since a sharp reversal in sentiment towards semiconductor stocks. The Philadelphia Semiconductor index has fallen roughly 20% from its late-June peak, wiping more than $1 trillion from the value of chipmakers worldwide, even though it remains up around 90% over 12 months.

proactiveinvestors.com - 2026-08-03 15:56:36

AMD reports Q2 2026 earnings after the market close on August 4, 2026, and the setup is one of the more interesting in AI infrastructure.

247wallst.com - 2026-08-03 14:00:58

AMD's Q2 topline may get a lift from surging Data Center demand as EPYC CPUs, Instinct GPUs and cloud expansion drive expected growth.

zacks.com - 2026-08-03 13:01:26

AMD has been boosted by robust server demand. Now analysts are looking ahead to the ramp of its new rack-scale offering.

marketwatch.com - 2026-08-03 12:31:00

I hit the buy button on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) this morning as the market keeps handing me a discount on the one company quietly becoming the second pillar of the AI infrastructure buildout.

247wallst.com - 2026-08-03 11:59:51

Results land on Tuesday after-hours with data centre revenue expected to double and the sector in retreat Advanced Micro Devices Inc's (NASDAQ:AMD,...

proactiveinvestors.com - 2026-08-03 11:46:00

Aside from Q2 earnings season reaching its busiest week of the cycle, we're also upon a new Jobs Week.

zacks.com - 2026-08-03 11:31:07

Microchips struggle as South Korea shows more weakness in the semiconductor area. As the AI trade continues to struggle, this will be felt in multiple places.

fxempire.com - 2026-08-03 09:21:13

Of late, some air has come out of the semiconductor bubble, but that's been to the benefit of the Direxion Daily Semiconductor Bear 3X Shares (SOXS). Entering July 27, the leveraged bearish ETF boasted a one-month gain of nearly 58%.

etftrends.com - 2026-08-03 08:59:45

Stock futures are pointing to a higher open to kick off August trading as investors look ahead to a packed week of earnings reports; oil prices are tumbling after the U.S. paused strikes on Iran over the weekend; SpaceX is due to reports earnings for the first time this week, headlining a busy week of corporate results; Palantir is scheduled to release its earnings report after the closing bell today; and shares of AstraZeneca and Bristol-Myers Squibb are moving sharply following a report that the pharmaceutical giants have discussed a potential merger. Here's what you need to know today.

investopedia.com - 2026-08-03 08:10:53

Biocon Limited (BSE: 532523; NSE: BIOCON), an innovation‑led global biopharmaceutical company, today announced the commercial launch of Yesafili™ (afliberce

gurufocus.com - 2026-08-03 08:00:00

BMY and AZN reportedly talk of a merger, stocks rebound as jobs print approaches, and more

fool.com - 2026-08-03 07:30:00

Advanced Micro Devices (NASDAQ: AMD) will report second-quarter results after Tuesday's close, followed by a 5PM ET call. Wall Street expects strong growth, but an earnings beat may no longer satisfy investors after the stock more than doubled this year.

invezz.com - 2026-08-03 06:17:50

AMD releases second-quarter results after Tuesday's close, with management guiding for revenue near $11.2 billion, roughly 46% growth. Data center is now more than half the business, and its revenue grew 57% year over year last quarter.

fool.com - 2026-08-03 03:41:00

In another heavy earnings week, we'll also see reports from McDonald's, Disney, Uber, Devon Energy, and more.

barrons.com - 2026-08-02 14:00:00

Nvidia is a great company with a cheap stock price. AMD should have massive growth in front of it as it rides two powerful trends.

fool.com - 2026-08-02 12:45:00

Advanced Micro Devices is a major player in high-performance computing with a growing presence in AI data centers. Arm provides the foundational, power-efficient architecture used by the vast majority of the global mobile and edge computing specialists.

fool.com - 2026-08-02 08:30:01

Markets face a pivotal week as jobs data, Fed speakers and earnings from SpaceX, AMD and Palantir test sentiment and the AI outlook.

fxempire.com - 2026-08-02 04:04:22

NVIDIA now controls the chokepoint for every major AI buildout, and some of the biggest names in tech are more exposed than their stock prices suggest. Five companies face a reckoning depending on how tightly NVIDIA tightens its grip.

247wallst.com - 2026-08-01 08:00:07

Advanced Micro Devices is scheduled to report earnings after markets close Tuesday, with traders anticipating a big move from the chipmaker's stock.

investopedia.com - 2026-07-31 17:31:05

Advanced Micro Devices, Inc. is now rated a Hold ahead of earnings, after a generational run driven by AI-driven GPU demand. Valuation has become stretched, trading at 90.42x forward earnings and 15.92x forward sales, with expectations for Q2 set very high. The risk-reward profile has flipped as the AI bubble may be peaking and open source models threaten GPU demand.

seekingalpha.com - 2026-07-31 15:39:05

Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new money, according to FactSet flow data.

etftrends.com - 2026-07-31 15:23:47

Gaming and Leisure Properties, Inc. (GLPI) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-31 15:13:18

Advanced Micro Devices (AMD), a semiconductor company designing processors for computers and data centers, gained approximately 0.9% in Friday's regular session

gurufocus.com - 2026-07-31 14:24:00

AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.

zacks.com - 2026-07-31 12:26:06

Gaming and Leisure Properties NASDAQ: GLPI reported second-quarter 2026 growth in adjusted funds from operations, or AFFO, as acquisitions, lease escalators and development funding increased cash income. Chairman and Chief Executive Officer Peter Carlino said AFFO rose 10% from a year earlier and described the company's near- and medium-term growth pipeline as highly visible.

marketbeat.com - 2026-07-31 12:05:13

Shares of AMD (NASDAQ:AMD | AMD Price Prediction) are trading at $485.39, while the average analyst price target sits at $575.49, implying roughly 19% upside.

247wallst.com - 2026-07-31 11:50:40

RXT Stockholder Notice: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Securities Class Action Against Rackspace Technology, I

gurufocus.com - 2026-07-31 11:00:00

Advanced Micro Devices (NASDAQ: AMD | AMD Price Prediction) has been one of the loudest AI stories of 2026.

247wallst.com - 2026-07-31 10:30:32

I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) every time the AMD narrative gets louder, and the louder it gets, the more shares I add.

247wallst.com - 2026-07-31 10:06:20

Ariadne Wealth Management LP purchased a new position in Advanced Micro Devices, Inc. (NASDAQ: AMD) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,033 shares of the semiconductor manufacturer's stock, valued at approximately $210,000. Other institutional investors have also added

defenseworld.net - 2026-07-31 05:50:56

Boothe Investment Group Inc. lowered its holdings in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 39.5% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 30,540 shares of the semiconductor manufacturer's stock after selling 19,979 shares during the period.

defenseworld.net - 2026-07-31 05:07:35

Key Advisors Wealth Management co-founder and CEO Eddie Ghabour discusses the surge in semiconductor stocks, including NVIDIA, and Microsoft's strong cloud-driven earnings outlook on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #semiconductors #stocks #stockmarket #markets #investing #ai #artificialintelligence #microsoft #nvidia #cloudcomputing #earnings #wallstreet #technology #finance #eddieghabour #ghabour

youtube.com - 2026-07-31 03:15:04

Advanced Micro Devices and Marvell Technology are well-positioned to ride the AI infrastructure spending boom. Both have declined significantly over the past month, but they are attractive buys on the dip.

fool.com - 2026-07-31 01:45:00

AMD's growth rate is expected to ramp up. AMD's stock is highly valued for the performance it's putting up.

fool.com - 2026-07-30 19:30:00

AMD has substantially increased its estimate of the total addressable market for server CPUs. The company has been taking share away from Intel in this space.

fool.com - 2026-07-30 15:24:00

Semiconductor giant AMD (AMD, Financials) got renewed attention after Susquehanna boosted its price target, citing better prospects in the company's server CPU

gurufocus.com - 2026-07-30 15:04:00

Advanced Micro Devices Inc. (NASDAQ:AMD) shares are bouncing back from months of weakness on Thursday as blowout earnings from Microsoft and Lam Research combined with a record quarter from Samsung reversed a brutal stretch for chip stocks.

benzinga.com - 2026-07-30 14:40:23

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both delivered post-earnings updates that reshape the AI chip narrative.

247wallst.com - 2026-07-30 13:20:14

The AI semiconductor complex just pulled back, creating a setup worth taking seriously.

247wallst.com - 2026-07-30 12:30:04

AMD and Intel shares rebounded sharply on Thursday, reversing losses from previous sessions as Microsoft's stronger-than-expected cloud results boosted confidence in artificial intelligence infrastructure spending and lifted the broader semiconductor sector. AMD and Intel shares both rose 13% each in the session.

invezz.com - 2026-07-30 12:25:37

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247wallst.com - 2026-07-30 11:51:09

Advanced Micro Devices (AMD) gained more than 5% on Thursday after Susquehanna raised its price target on the chipmaker, citing stronger prospects for its data

gurufocus.com - 2026-07-30 11:21:00

Battered chip stocks rebounded on Thursday following strong earnings from Microsoft and Lam Research. Memory stocks Micron and Sandisk jumped as Samsung warned of a memory crunch into 2028.

cnbc.com - 2026-07-30 11:19:13

Here is how Advanced Micro Devices (AMD) and ams-OSRAM AG Unsponsored ADR (AMSSY) have performed compared to their sector so far this year.

zacks.com - 2026-07-30 10:41:12

Besides Wall Street's top-and-bottom-line estimates for Advanced Micro (AMD), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.

zacks.com - 2026-07-30 10:15:54