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MT Newswires15d agobullish

Advanced Micro Devices Beats First-Quarter Views Amid AI Infrastructure Demand

Advanced Micro Devices (AMD) reported stronger-than-expected first-quarter results as demand for art

StockStory15d agoneutral

Computer processor maker AMD (NASDAQ:AMD) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 37.8% year on year to $10.25 billion. On top of that, next quarter’s revenue guidance ($11.2 billion at the midpoint) was surprisingly good and 6.3% above what analysts were expecting. Its non-GAAP profit of $1.37 per share was 5.8% above analysts’ consensus estimates.

Investor's Business Daily15d agobullish

AMD Stock Jumps As AI Data Center Sales Drive Q1 Beat

Advanced Micro Devices beat estimates for the first quarter on strong sales of AI infrastructure and data center chips. AMD stock rose.

AMD NVDA

Quartz15d agobullish

AMD Q1 2026 earnings: revenue up 38% on AI chip demand

The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion

AMD ARM QCOM

Proactive15d agobullish

AMD reports Q1 earnings beat driven by data center growth

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) reported first quarter results that exceeded Wall Street expectations, supported by strong growth in its data center segment, sending its shares higher after Tuesday's closing bell. The semiconductor company reported revenue of $10.3...

AMD

Yahoo Finance Video15d agobullishVIDEO

AMD's Q1 earnings & Q2 guidance beat Wall Street's estimates

AMD (AMD) reported first quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.37 (compared to analyst estimates of $1.28), and revenue came in at $10.25 billion (compared to analyst estimates of $9.89 billion). Market Domination Overtime host Josh Lipton takes a closer look at the breaking numbers.

AMD INTC

Barrons.com15d agobullish

Nasdaq Rides Chip Stocks to Record High

The S&P 500 and Nasdaq rode another rally in chip stocks to fresh closing highs. The S&P 500 gained 0.8%. The Nasdaq rose 1%. Both topped their prior records from Friday. The Dow rose 357 points, or 0.

AMD NVDA ^DJI ^GSPC ^IXIC

Investing.com15d agoneutral

UBS: Agentic AI shift signals massive expansion for server CPU market

Investing.com -- The rise of agentic AI is fundamentally restructuring data center architecture, moving beyond simple GPU-centric training toward complex workload orchestration. According to UBS analyst Timothy Arcuri, this shift is expected to catalyze a significant expansion in the server CPU Total Addressable Market (TAM). The bank estimates the server CPU TAM could grow roughly fivefold by 2030, rising from a $30 billion baseline in 2025 to approximately $170 billion. This trajectory is supp

AMD ARM INTC

Yahoo Finance Video15d agobullishVIDEO

Micron stock is surging, hitting a new intraday record high. Why?

The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.

AAPL AMD GLW INTC META MRVL MSFT MU+2

GuruFocus.com15d agobullish

AMD Faces Earnings Test After 74% April Surge

AMD enters first-quarter earnings with high AI expectations, premium valuation, and limited room for disappointment after its sharp rally.

AMD

Barrons.com15d agoneutral

Wall Street Is Embracing Risk and Momentum Ahead of AMD Earnings

Risk assets and momentum plays were shining on Tuesday. Exchange-traded funds focused on momentum, growth, risk, and small-caps were among the top performing strategies, posting gains of 1.6% or more.

AMD SOXX

GuruFocus.com15d agoneutral

AMD traders brace for big earnings move

Traders brace for big move on results

AMD

GuruFocus.com15d agobullish

AMD, Intel and Micron Lead Chip Stocks Rally on U.S--Iran Ceasefire Optimism

Semiconductor Stocks Surge on AI Demand and Risk-On Wave

AMD INTC MU QCOM TSLA ^DJI ^GSPC ^IXIC

MT Newswires15d agoneutral

Equities Rise Intraday as Hegseth Says US-Iran Ceasefire Still Holds

US benchmark equity indexes were higher intraday as oil prices fell after Defense Secretary Pete Heg

AMD ANET PINS PLTR SHOP ^DJI ^IXIC

Yahoo Finance15d agoneutral

The chip trade is no longer just about Nvidia

Investors are no longer just chasing the GPUs that train AI models. They're also chasing the memory and storage needed to keep those systems running.

AMD AVGO INTC MU NVDA SNDK TSM

TheStreet15d agoneutral

Morgan Stanley revisits surging AMD stock price target

Few stocks have captured the Artificial Intelligence (AI) moment quite like Advanced Micro Devices. Advanced Micro Devices, Inc. (AMD) has climbed 59% year to date, and the one year return stands at 245%, according to Yahoo Finance. Those numbers reflect a market that has decided AMD is no longer a ...

AMD

GuruFocus.com15d agoneutral

AMD Traders Brace for Big Swing After Earnings

Heavy activity on both call and put sides

AMD

Simply Wall St.15d agoneutral

AMD Seed Investment In RadixArk Adds New Angle To AI Story

RadixArk has launched with a $100m seed round backed by Advanced Micro Devices, aiming to broaden access to large scale AI infrastructure. The platform is built around SGLang and targets support for new AI model architectures and specialized hardware beyond traditional data center chips. AMD's role in the round highlights its interest in AI infrastructure and tools that sit on top of its silicon business. For investors tracking NasdaqGS:AMD around a $341.54 share price, most attention has...

AMD

Trefis15d agoneutral

Up 5x In A Year, How Risky Is Intel Stock?

While the bull thesis for Intel (INTC) centers on foundry ramp and 18A process leadership by 2H 2026, the stock's 5x run has priced in execution that hasn't materialized. At over 85x forward earnings against 10% expected growth over two years, investors are paying a premium multiple for a narrative, not fundamentals. The margin for error is razor-thin.

AMD INTC NVDA

24/7 Wall St.15d agobullish

Forget AMD: 4 AI Stocks That Could Beat the Crowd

Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd

AMD ASML AVGO MRVL MU NVDA QCOM

Yahoo Finance15d agobullish

Micron tops $700 billion market cap, stock extends rally amid AI-driven memory demand

Micron stock gained on Wednesday amid booming demand for memory and storage.

AMD MU

Yahoo Finance15d agobullish

Micron stock extends rally amid AI-driven memory demand

Micron stock gained on Wednesday amid booming demand for memory and storage.

AMD

Reuters15d agobullish

Wall St rebounds as oil drops despite Middle East tensions

By Niket Nishant and Utkarsh Hathi May 5 (Reuters) - Wall Street's main indexes recovered on Tuesday as oil prices fell despite renewed Middle East tensions that threatened to upend a fragile truce

AAPL AMD INTC ^GSPC ^IXIC

Yahoo Finance Video15d agobearishVIDEO

AMD earnings on deck: Why we might see a stock sell-off

AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.

AMD NVDA

Yahoo Finance Video15d agobearishVIDEO

AMD earnings on deck: Why we might see a stock sell-off

AMD NVDA

Barrons.com15d agobullish

S&P 500, Nasdaq Climb Back to Record Highs. Earnings Are in Focus.

Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.

AMD ANET ARM DIS PLTR ^DJI ^IXIC

24/7 Wall St.15d agoneutral

The $500 Billion Capex Question That Will Make or Break BAI in 2026

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026

AMD AMZN AVGO GOOGL META MSFT NVDA TSM

24/7 Wall St.15d agoneutral

S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief

The S&P 500 (^GSPC) heads into Tuesday with momentum after a powerful rebound last month in which the broader markets advanced 9%. A pullback in crude oil and first-quarter earnings beats are driving today’s gains as the markets embrace a reprieve in the Mideast escalation. The S&P 500 (^GSPC) is capturing those tailwinds for gains ... S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief

AAPL AMD COIN INTC PFE PLTR PYPL RACE+2

Zacks15d agobullish

NVDA's Cash Generation Soars: Can AI Spending Further Lift Cash Flows?

NVIDIA's fiscal 2026 free cash flow hits $96.6B as AI demand surges. Will increasing AI inference spending and 75% gross margins push it even higher?

AMD AVGO