AMD (Advanced Micro Devices) Aktie News

Advanced Micro Devices delivered a strong Q4 beat, but shares fell due to concerns over the sustainability of China-driven revenue. A significant portion of AMD's Q4 data center growth stemmed from China sales under a temporary regulatory window, raising questions about future growth rates. Despite the China 'asterisk,' I remain bullish, citing multi-year data center growth targets and the MI45...

Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.

Advanced Micro Devices (AMD) shares have dipped by 25.9% in under a month, falling from $259.68 on January 23, 2026, to $192.50 currently. What lies ahead?

Advanced Micro Devices, Inc.'s robust AI-led growth and data center portfolio monetization drive strong revenue, margin expansion, and EPS gains, with significant China TAM optionality at $50B. This is significantly aided by the ongoing PC refresh cycle and AMD's growing x86 client/server CPU share, with it underscoring its beneficiary status during the ongoing PC boom. Thanks to the recent mel...

Chip stocks look ready to roar on Friday, as the markets are likely to see buyers jumping in.

Advanced Micro Devices, Inc., we rate at 'Do Nothing' as sector rotation pressures weigh on semiconductor stocks. Fundamentals are solid, although revenue growth is slowing. AMD stock  trades at a lofty 55x TTM unlevered pretax free cash flow. We think AMD may find support near its 200-day moving average (~$179), but that's just our opinion - better to wait to find out, in our view.

AMD's data center business is at an inflection point. Its CPU business is booming.

Intel and AMD have notified Chinese customers of supply shortages for server central processing units (CPUs), with Intel warning of delivery lead times of up to six months, people with knowledge of the delays said.