AMD
NASDAQ NMS - GLOBAL MARKET · Semiconductors
Advanced Micro Devices Inc
$495.29
+13.24 (+2.75%)
AMD News30 articles
Dow Drops 370 Points as Five Stocks Drive Most of the Decline
The Dow Jones Industrial Average fell 370 points, with five stocks accounting for 59% of the decline. Broader markets showed resilience, suggesting sector rotation.
AI Earnings Bar Too High as Nasdaq Futures Slide
Nasdaq futures fell 0.6% as AI stocks faced elevated earnings expectations. Western Digital, Sandisk, Datadog, and AppLovin dropped despite strong results.
Intel Dips Below $100 Despite 38% Jump in 2026 EPS Forecasts
Intel shares fell 1.17% to $99.88 premarket, even as 2026 EPS forecasts surged 38% to $1.49. Analysts remain cautious with 31 Holds.
Nvidia Market Cap Climbs $178B on SpaceX AI Chip Deal
Nvidia shares gained 3.43% on Wednesday, adding roughly $178 billion to its market cap after SpaceX committed to using only Nvidia AI chips. AMD dropped 7.2% despite a beat.
Dow Advances as Tech Spending Bets Fuel Mixed Market Close
The Dow advanced on AI spending expectations, while the Nasdaq slipped. Amgen, Lilly, and Disney rose; SpaceX and AMD fell. Markets await Friday's jobs report.
Dow Rises on Rate-Sensitive Gains While Market Breadth Weakens
The Dow gained 0.87% even as private payrolls missed forecasts and ISM prices jumped. Nasdaq and small caps declined, with weak breadth and healthcare outperforming tech.
Stock Futures Rise as Investors Favor AI Profitability Over Spending
US stock futures advanced as investors differentiated between AI companies with strong earnings and those with heavy spending, with Nvidia and Arista Networks gaining.
Intel's 10.8% Surge Masks Foundry Losses: Recovery Still Unproven
Intel shares surged 10.8% on Tuesday, but the rally masks persistent foundry losses. External customers contribute just 5.1% of foundry revenue, and the division lost $2.1B in Q2. AMD fell premarket despite strong results.
AMD Stock Slides Premarket as AI Growth Fails to Boost Cash Flow
AMD shares dropped 7.25% premarket despite beating Q2 estimates, as investors focused on slowing cash conversion and flat margins despite record AI revenue.
Global Markets Rally on Hormuz Hopes; Glencore Eyes Australia Listing
Markets rallied on Hormuz hopes; Glencore targets Australia listing; SpaceX and AMD slide on AI spending concerns; Manipal IPO jumps 11%.
Nvidia's Valuation Gap Masks $2.5 Trillion Hurdle
Nvidia (NVDA) closed up 2.6% at $211.94, yet the average analyst target implies a $2.5 trillion market cap increase, raising concerns about scale and valuation.
Wall Street Hits New Highs as AI Rally Broadens and Oil Slumps
U.S. stocks reached record highs Tuesday as AI optimism broadened beyond semiconductors, while falling oil prices eased inflation worries. Palantir and Caterpillar surged.
Broadcom Surges 7% on AI Deals, But Financing Questions Loom
Broadcom shares rose 7% on AI deal momentum, but $128B in purchase commitments raise financing and cash flow questions as Q3 earnings approach.
VTI Rises 2% as AI Rally Broadens Beyond AMD
VTI advanced 2% as AI and semiconductor stocks rallied broadly. AMD's 9% surge contributed only a small portion of the fund's gains, with other tech names leading.
Caterpillar's record quarter powers Dow futures surge
Dow futures rose 1.2% premarket, with Caterpillar alone contributing about 91% of the gain. Nasdaq and S&P futures also advanced as AI earnings boost sentiment.
AMD Data Center Growth to Drive Q2 Results as Stock Rises
AMD shares rose 4.3% premarket as investors await Q2 earnings. Data center is projected to contribute 91% of growth, with revenue estimates at $11.3B.
Intel Stock Rises 0.9% to $91 as AI Server Growth Offsets Foundry Losses
Intel shares rose 0.9% to $91.00, lagging the Nasdaq's 2.1% gain, as strong AI server growth was offset by persistent foundry losses and minimal external revenue.
Nvidia's $143B Surge Tests AI Spending Conversion
Nvidia shares jumped 2.9% Monday, adding $143B in market value, as investors found reassurance in cloud spending. AMD reports Tuesday, and Nvidia's August 26 results will test whether capex converts to revenue.
Nvidia's Cash Flow Dominance Shines as Goldman Downgrades Broadcom
Nvidia's robust growth and cash generation stand out as Goldman Sachs drops Broadcom from its top picks. AMD and Micron face valuation and supply concerns.
Dow Futures Surge as Oil Prices Slump, Tech Lags Ahead of ISM Data
U.S. stock futures advanced Monday with the Dow leading gains as oil prices plunged and Treasury yields slipped. Investors await ISM manufacturing data.
Intel Stock Holds Near $90 as Server Pricing Surge Offsets Volume Growth
Intel trades near $90 after server ASPs jumped 48%, driving segment revenue up 61%. Q3 guidance beat, but higher capex and ongoing foundry losses temper the outlook.
Nvidia's Forward P/E Drops 22% Despite Rising Estimates
Nvidia's forward P/E has dropped 22% to 22.3x, even as EPS estimates rose 8.8%. Shares are near $201, with strong client capex but mixed cash flow signals.
Stock Futures Climb as Oil Slumps Ahead of Key Jobs Report and AI Earnings
US stock futures advanced Monday as oil prices plunged over 6% on diplomatic hopes, while investors braced for July jobs data and a busy week of major tech earnings.
Supermicro Stock Wavers as Cash Flow Worries Overshadow Margin Gains
Supermicro's Q4 margin recovery to 15-17% is overshadowed by a $6.6B operating cash outflow and rising debt, prompting investor caution amid a 5.65% weekly stock decline.
SK hynix ADR Premium Narrows to 21% After Seoul Shares Surge
SK hynix shares surged 30% in Seoul, narrowing the ADR premium to ~21%. Q2 results missed estimates on HBM4 delays, but demand stays robust.
Alphabet's $119B AI Bet Puts Rebound at Risk
Alphabet's recovery faces a crucial test as it plans $119B in AI spending, potentially straining cash flow despite strong cloud growth. Markets watch AMD earnings and jobs data.
Micron Shares Slide 10.6% Amid Memory Price Concerns
Micron shares dropped 10.6% last week, even as the company projected strong Q4 growth, reflecting investor concerns about peak memory pricing.
Credo Stock Rebounds but Valuation Concerns Persist
Credo Technology shares rebounded 16.6% over two sessions but remain 31.6% below record highs, with valuation at 20.5 times sales prompting caution.
Wall Street Kicks Off August with Modest Gains Ahead of Jobs Report
The S&P 500 gained 0.7% on Friday, though declining stocks outnumbered advancers. Investors await July payrolls data, with Amazon leading gains while Apple fell.
Intel stock dips despite strong quarter; pricing drives growth
Intel (INTC) closed Friday at $90.20, down 2.3% despite 25% sales growth. Server prices rose 48% while units grew only 9%, raising questions about growth quality.