Research, news, and video analysis related to ADVANCED MICRO DEVICES INC and AMD.
Research
Semiconductors · Aug 5, 2026
AMD delivered record Q2 revenue of $11.54 billion, up 50% year over year, and data center sales more than doubled. Yet shares dropped 8% in premarket trading as investors wanted a more aggressive AI forecast and worried about customer concentration and competitive threats.
Read analysisSemiconductors · Aug 5, 2026
AMD delivered record revenue and data center growth, but shares fell 9% after hours as investors sought a more aggressive AI forecast. The market's reaction underscores the high bar set for AI chipmakers.
Read analysisSemiconductors · Aug 4, 2026
AMD heads into its Q2 earnings report with data center revenue expected to double, but a demanding valuation and insider selling raise questions about whether the AI-driven rally can hold.
Read analysisCoverage is provided for informational and educational purposes only and does not constitute investment advice.
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