AMD company headlines, earnings, strategy, leadership, and market-moving business updates.
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In a post-earnings discussion for investors on Aug. 11, AMD said data center revenue doubled and it reached record profitability, prompting an increase to its guidance.
THE APEX TIMES
THE APEX TIMES
A broad retreat in semiconductor stocks and growing investor skepticism about the pace and profitability of artificial intelligence spending weighed on AMD in July, according to market commentary published Aug. 10.
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The chipmaker is adding compatibility for Meta’s Muse Glimmer 30B, a generative AI model, as the push to run more AI workloads on personal computers continues.
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The company’s latest earnings update points to continued momentum in data center AI, with AMD highlighting an expanded software and hardware effort alongside higher sales and net income versus the prior year.
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A recent report says AMD’s planned/announced purchase of Taalas is intended to add specialized AI inference silicon, positioning the company to improve performance and energy efficiency as the market shifts from model training to running models at scale.
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In its Q2 2026 investor letter for the Sands Capital Technology Innovators Fund, Sands Capital argued that changing AI workloads could matter for chip makers, highlighting AMD as one company that may be positioned for demand tied to inference rather than training.
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A widely tracked brokerage gauge for Advanced Micro Devices is leaning bullish, though the call reflects a broader debate about whether analyst optimism is built on durable catalysts or broad sentiment.
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A proposed large equity raise rattled Intel investors, but the broader chip group largely shrugged, underscoring how much the market distinguishes between balance-sheet moves and company-specific expectations.
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A JPMorgan analyst raised his stock price target for Advanced Micro Devices, adding a fresh Wall Street vote of confidence as AMD shares declined following its most recent earnings report.
