AMD (Advanced Micro Devices) Aktie News

Micron Technology (MU) leads Steven Cress' Top 10 Stocks for 2026, driven by sector-leading growth, profitability, and a compelling valuation despite a 254% 1-year return. AI remains a central investment theme, with hyperscalers like MU, AMD, and CIEN benefiting from robust CapEx, strong forward EPS growth, and discounted PEG ratios.

In today's video, I discuss recent updates affecting Intel (INTC 0.68%), Advanced Micro Devices (AMD +5.86%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia's dominance.

Taiwan Semiconductor Manufacturing Company crushed Q4 earnings, reporting record profits that blew past Wall Street's expectations.

AMD stock rose 77.3% in 2025, nearly doubling the S&P 500's return and outpacing Nvidia in the last three months. OpenAI signed a multi-year deal to buy 6 gigawatts of AMD Instinct AI accelerators, representing a $120 billion revenue opportunity over the next 5 years.

Data center spending could climb to $7 trillion by 2030, according to McKinsey. Advanced Micro Devices expects revenue to grow at a 35% compound annual rate over the next three to five years.

Advanced Micro Devices climbed 6.4% over the last day. You might feel inclined to purchase more shares, or perhaps you want to lessen your investment.

Advanced Micro Devices, Inc. unveiled the MI455X at CES 2026, signaling a strategic shift in AI chip design. AMD targets memory capacity and inference efficiency, aiming to leapfrog Nvidia by addressing emerging AI bottlenecks. The MI455X's 2nm node and 432GB HBM4 enable large models to reside in GPU memory, reducing GPU count and interconnect reliance.