News
Market and company headlines
News Highlights AMD and Meta collaborate across CPUs, GPUs, networking, systems and software to power Meta services and AI infrastructureAMD Helios rackscale solutions will power Meta’s leading frontier models and servicesAMD technology is the compute engine of choice for Muse and AMD technologies provide Day-0 support for leading Meta models SANTA CLARA, Calif., Oct. 27, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today highlighted its deep strategic partnership with Meta, announcing AMD Helios™

Intel heads into Q3 earnings with rising estimates, a strong earnings surprise record and expanding AI initiatives, but competition, margin pressures and China risks remain.

This builds on years of co-design and collaboration between the two companies across AMD EPYC™ processors, AMD Instinct™ GPUs, AMD Pensando™ networking and AMD ROCm™ AI infrastructure."Meta is a strategic partner


AMDY captures upside in strong AMD rallies but lacks downside protection. Click here to read more about AMDY ETF and why it is a Hold.

In the latest trading session, Advanced Micro Devices (AMD) closed at $532.05, marking a +2.95% move from the previous day.

Analysts expect rising demand for AI computing power to create potential upside for AMD's server CPU business.

AI stocks face mounting debt fears after steep pullbacks, but rising capital spending forecasts and strong demand may keep the AI investment boom alive.

Advanced Micro Devices started shipping its first complete AI server rack, called Helios in September. Read why I rate AMD stock a Strong Buy now.

Nvidia vs. AMD: See why Nvidia remains the better AI stock buy, with stronger margins, scale, and CPU growth projections.

Cerebras and Marvell are chasing AI growth in very different ways. Here's how each could challenge AMD, and the risks investors should weigh.

Key TakeawaysAMD stock is up 131. 3% since early January, closing at $516.

Teradyne offers greater growth potential than Advanced Micro Devices, backed by stronger earnings surprises, a diversified AI-focused portfolio, and surging semiconductor test demand.

AMD has surged 156% this year as AI contracts rolled in, but one unproven product cycle could either justify a run past $689 or expose just how much faith is already baked into the stock.

A number of stocks fell in the afternoon session after warnings emerged that ongoing component supply chain bottlenecks and cleanroom space constraints will restrict semiconductor equipment makers from meeting demand through 2027.

nVent Electric (NVT) just tightened its link to the AI data center buildout by partnering with AMD to supply rack-level cooling for the AMD Helios Rackscale solution and its AI hardware stack. The AMD collaboration lands after a sharp pullback in nVent Electric’s share price, which fell about 21.5% over the past month and 15.9% over 90 days, even though the year-to-date share price return is 19.5% and the 1-year total shareholder return is 27.5%. That mix of short-term weakness and strong...

AMD has a lot of growth priced into its stock already.

Advanced Micro Devices has been one of the headline AI chip stocks, and after a multiyear surge the real question is whether its current share price lines up with the cash flows the business is expected to produce. Over the past 3 years the stock has returned very roughly 4.8x, which puts a lot of weight on the idea that future cash generation can support such a step up in equity value. New AI infrastructure efforts like the Helion rack blueprint and large GPU deployments with partners such...

Advanced Micro Devices (NasdaqGS:AMD) is supplying AI hardware for Generative Bionics’ planned physical AI data factory in Europe. Generative Bionics selected AMD Helios platforms to underpin what the partners describe as Europe’s largest robotics focused AI data facility. Cloud provider Vultr is working with AMD to build an AI supercluster in Chennai that it calls India’s largest AMD Instinct deployment. The Generative Bionics Helios buildout and Vultr’s Chennai AMD Instinct supercluster...

A number of stocks jumped in the afternoon session after strong demand for artificial intelligence hardware and robust corporate earnings reignited investor optimism across the broader AI technology landscape.

Advanced Micro Devices, Inc.’s (NASDAQ:AMD) fastest-growing business is no longer the one most people associate with its name. In the June quarter, Data Center revenue reached $6.718 billion, overtaking the combined contributions of its PC, gaming, and embedded businesses. Two years of interest in AI accelerators have changed the balance of its accounts, and yet […]

AMD stock still looks expensive heading into its critical third-quarter earnings report.

Susquehanna analyst Christopher Rolland maintains Advanced Micro Devices (NASDAQ:AMD) with a Positive and raises the price target from $550 to $620.

CHENNAI, India, October 21, 2026--Vultr, the world’s largest privately-held cloud infrastructure company, today announced a major expansion of its AMD powered infrastructure for enterprise and sovereign cloud initiatives. Vultr will deploy AMD Instinct™ MI355X GPUs in a new 20 MW supercluster in Chennai, India, creating the country’s largest AMD Instinct deployment and giving Vultr two of the world’s largest AMD AI infrastructure deployments globally, alongside its flagship supercluster in Sprin

Advanced Micro Devices, Inc. Q3 earnings preview: Data Center/EPYC growth vs. Helios ramp and margins. Click for this AMD stock update and see if it is right for you.

AMD has surged over 155% this year while a brutal week-long selloff raises a critical question: does the stock price already capture the full AI opportunity, or is Wall Street still sleeping on what comes next?

Tech stocks were getting hit again ahead of the open Tuesday as fears over artificial-intelligence spending snapped back into focus.

Wedbush analyst Matt Bryson reiterates Advanced Micro Devices (NASDAQ:AMD) with a Outperform and maintains $600 price target.

Advanced Micro Devices announced the Helion agentic AI rack and expanded its Helios rackscale ecosystem, while partners like nVent introduced integrated rack level cooling to support scalable AI data center deployments. The focus on open OCP based rack blueprints and fully integrated cooling and power solutions signals AMD’s push to supply complete AI infrastructure rather than just individual chips. We will look at how AMD’s push into full rack scale AI systems and cooling changes the...

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 2% in the afternoon session after TD Cowen reaffirmed a buy rating and a $675 price target on the company, citing demand for processors in artificial intelligence workloads.

The latest trading day saw Advanced Micro Devices (AMD) settling at $538.05, representing a +1.76% change from its previous close.

AMD has room to run higher over the long run, even after delivering healthy gains to investors in 2026.

Our 10 Best Semiconductor Stocks to Buy for the Next Decade includes both the chip designer and the foundry. Advanced Micro Devices, Inc. (NASDAQ:AMD) offers processor and accelerator upside. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) offers exposure to manufacturing many customers’ designs. Their starting cash prices set very different hurdles. The starting multiple matters At […]

Our 10 Best Semiconductor Stocks to Buy for the Next Decade weighs the ability to keep investing through technology changes. Nvidia and AMD illustrate why the size of a research budget matters less than the business supporting it. Which can absorb another spending increase without sacrificing much of today’s profit? NVIDIA Corporation (NASDAQ:NVDA) spent $7.05 […]

The problem is more with AMD stock than with AMD as a company.

The CPU market is heating up again, and one looks better positioned to turn rising demand into earnings growth.

Advanced Micro Devices (NasdaqGS:AMD) is part of a new partnership where Sterling will use BitRipple's LT3 GPU transport on AMD and NVIDIA GPUs. The collaboration focuses on improving efficiency in large AI GPU clusters without requiring fresh hardware spending. Sterling plans to deploy BitRipple's LT3 software on AMD GPU platforms for federal, public sector, and enterprise AI Factory offerings. The exclusive LT3 use on AMD GPUs in Sterling's AI Factory setups tells only part of how AMD's...

If you only skimmed the headlines about AMD’s MI450 accelerators landing multi-gigawatt deals with Anthropic and Meta, the real surprise sat in the share chart. Holding Advanced Micro Devices from the start of the year would have returned 136.6%, including dividends. If you were deciding on 1 January 2026, before trillion dollar market caps and raised AI forecasts, what would you realistically have needed to believe about AMD’s data center push to press “buy”? The useful thing about a...
Advanced Micro Devices is ready to release its third-quarter early next month, and analysts project its bottom line to rise in double digits.

What separates earnings resilience between NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD)? Both sell AI compute, but a dollar of lost margin has a very different effect on their current profits. The stocks rank first and fifth in our 10 Best AI Infrastructure Stocks to Buy for the Long Term, respectively. See which […]

Lisa Su helped grow AMD’s revenue by pivoting toward artificial intelligence. Here’s how many AMD shares Su owns and how she accumulated her stake in the chipmaker.

A number of stocks fell in the afternoon session after investors weighed escalating borrowing costs and Federal Reserve remarks emphasizing price stability over rate cut signals.

AMD's data center revenue just doubled and gigawatt-scale AI deals keep piling up, but a trailing P/E of 228 and a beta above 2.4 mean the stock can hurt as fast as it can reward. Here is what a disciplined monthly buying plan actually looks like across three very different futures.

Fermi’s new AMD partnership could be the catalyst that revives investor interest in its ambitious AI power strategy. What should be your stance now?

Investors are bailing on AI chip stocks, but not all of them equally, and the gap between winners and losers reveals something important about how Wall Street is rethinking the cost of building out artificial intelligence infrastructure.

Investors holding Advanced Micro Devices (AMD) stock have enjoyed a very good year: shares returned 157.8% over the past year, compared with a 17.9% gain for the S&P 500. A return of that magnitude prompts a closer look at the underlying business, and the company's financial report for the quarter ended June 27, 2026, provides the latest view into its accounts. Has the company taken on more risk to get there.

Generative Bionics, a deep-tech company developing humanoid robots for industrial applications, today announced at CES Unveiled Milan its plan to build a proprietary, multi-site Physical AI Data Factory designed to move humanoid robotics from laboratory demonstrations to reliable industrial deployment and to advance European humanoid sovereignty, ensuring that the data, models and know-how behind Europe's industrial humanoids are generated, trained and validated on the continent.

Just Released 443-Page Report Shows Processor IP Reaching $5.6 Billion by 2030 as AI, 5G and System-on-Chip Designs Drive Demand for High-Compute IP, With the U.S. Market Valued at $2 Billion in 2024Dublin, Oct. 20, 2026 (GLOBE NEWSWIRE) -- "Semiconductor (Silicon) Intellectual Property (SIP) - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering. Global Semiconductor (Silicon) Intellectual Property Market to Reach US$9.2 Billion by 2030 The global Semiconductor


NVIDIA Corporation (NASDAQ:NVDA) depends far more heavily on data centers than Advanced Micro Devices, Inc. (NASDAQ:AMD). That makes AMD more diversified by reported sales, although diversification alone cannot establish which stock is safer. The two AI stocks made it to our list of Best AI Infrastructure Stocks to Buy for the Long Term, but their revenue […]
