$AMD (Advanced Micro Devices, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 71.1%)

Graded daily on value C-, growth B, profitability B-, momentum A, revisions B+. Sector-relative, identical for every user.

Recent discussion events

[bullish] AMD reported Q3 2026 earnings with revenue of $13.4B, up 45% YoY, beating estimates and raising guidance. (17 posts)
[bullish] AMD CEO Lisa Su guided 2027 revenue growth above 80%, more than doubling prior long-term targets. (10 posts)
[bullish] AMD highlighted Meta's Muse AI agent reaching 10M activations, with workloads running on EPYC and Helios platforms. (5 posts)
[neutral] AMD's Q3 earnings call noted supply constraints for 2027, with demand exceeding supply and HBM cost discussions. (3 posts)
[bullish] AMD's data center revenue hit $8.5B in Q3, surpassing its entire 2023 total and marking record quarterly growth. (2 posts)

Most active credible voices on $AMD

@mikelongterm (Mike) — 1079 mentions · 28.1K followers
@beth_kindig (Beth Kindig) — 363 mentions · 184.5K followers
@stocksavvyshay (Shay Boloor) — 241 mentions · 460.9K followers

Recent headlines featuring $AMD

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$AMD — what investors on X are saying · SpikePanel

$AMDAdvanced Micro Devices, Inc. · Semiconductors · $845B

$564.36

+9.5%

Event thread

Key events, in time order

30 items

2026-11-10ProductBull
AMD Launches 6th Gen EPYC, Partners Roll Out New Products
6th Gen EPYC platforms shipping; Microsoft, Hyve, Spectro Cloud announce related offerings
D1 +1.3% · since +7.2%
2026-11-09Company
AMD shares swing post-earnings as analysts split on valuation
Despite 80% growth guidance, shares fell ~30% in 30 days amid inventory and valuation gap concerns vs Nvidia
D1 +13.3% · since +8.6%

28 earlier events

2026-11-06Capital
Institutional Trim AMD in Q3, Analysts Bullish on Long-Term
Argonautica trims 8.5%, but Seeking Alpha analyst upgrades and buys
D1 +11.0% · since +22.9%
2026-11-03Earnings
Earnings report
D1 +3.7% · +5d +6.5%
2026-11-02Earnings
AMD Reports Tuesday; Focus on AI Demand and Memory Cost Guidance
Q3 earnings due Tuesday; AI demand and memory costs in focus, ESP hints at beat
D1 -7.5% · +5d +8.9%
2026-10-31 → 11-02CompanyBear
AMD Extends Slide Ahead of Earnings on AI Infrastructure Worries and Target Cuts
Stock falls further pre-earnings amid PC worries, AI selloff, and price target cuts
D1 -7.5% · +5d +8.9%
3 waves of this story
- 2026-10-31 Intel's earnings reveal AI server chip supply constraints and weak PC market, raising concerns about similar risks for AMD
- 2026-11-01 Chip stocks plunged Oct 31 with AMD down 11% on AI capex return concerns
- 2026-11-02 Stock falls further pre-earnings amid PC worries, AI selloff, and price target cuts
2026-10-31CapitalBull
CFC Planning Boosts AMD Stake 801.4% in Q3
Institutional investor significantly raised AMD position in Q3, signaling long-term confidence
D1 -7.5% · +5d +8.9%
2026-10-27 → 10-30Capital
AMD Deepens AI Partnership with Meta, Invests $1B in Meta's Equity Raise
AMD's participation in Meta's equity raise deepens compute-for-equity partnership, expanding AI infrastructure strategic alignment
D1 +5.5% · +5d -13.6%
3 waves of this story
- 2026-10-27 Meta launches large equity offering; AMD expresses non-binding interest, potentially deepening AI capital ties.
- 2026-10-27 AMD to invest $1B in Meta's equity offering and expand collaboration across CPUs, GPUs, networking and systems to power Meta's superintelligence infrastructure
- 2026-10-30 AMD's participation in Meta's equity raise deepens compute-for-equity partnership, expanding AI infrastructure strategic alignment
2026-10-28 → 10-29Company
AMD Nears $1T Market Cap Ahead of Q3 Earnings
Stock up 165% YTD, market cap ~$926.5B; earnings due Nov 3 after close
D1 +3.2% · +5d -15.5%
2 waves of this story
- 2026-10-28 CFO bullish; market eyes upcoming earnings and product milestone
- 2026-10-29 Stock up 165% YTD, market cap ~$926.5B; earnings due Nov 3 after close
2026-10-28AnalystBull
Aletheia Raises AMD PT to $800
Analyst cites supply support, competitive products, AI demand; keeps Buy
D1 +3.2% · +5d -15.5%
2026-10-24 → 10-25Capital
AMD Sees Mixed Institutional Q3 Moves
Farmers & Merchants cut 1.3%, Gibbs Wealth raised 37.5%, showing divergent institutional actions
D1 +2.8% · +5d -12.1%
2 waves of this story
- 2026-10-24 Atlatl Advisers, Andrew Hill, Brookstone among filers disclosing reduced AMD positions
- 2026-10-25 Farmers & Merchants cut 1.3%, Gibbs Wealth raised 37.5%, showing divergent institutional actions
2026-10-07 → 10-23Analyst
AMD Valuation Debate Continues as Institutions Trim Stakes While Targets Rise
Multiple institutions disclosed stake reductions, while Susquehanna raised its price target to $620, highlighting market divergence
D1 -0.5% · +5d -11.6%
6 waves of this story
- 2026-10-07 Stock surpasses all price targets, but key product justifying valuation hasn't shipped at scale
- 2026-10-11 Morgan Stanley checks suggest Venice CPU may use CoWoS packaging, but shipments not yet scaled
- 2026-10-12 Multiple sources flag rich valuation; analyst reiterates Buy with $730 PT
- 2026-10-20 Morgan Stanley cuts GPU demand forecast, Wedbush reiterates outperform, shares down over 20% recently, bulls and bears diverge.
- 2026-10-21 Susquehanna raises PT to $620 while Focused Alpha trims 65.3%, widening bull-bear split
- 2026-10-23 Multiple institutions disclosed stake reductions, while Susquehanna raised its price target to $620, highlighting market divergence
2026-10-21CompanyBull
AMD and Intel Collaborate to Simplify PyTorch AI Development on x86 CPUs
Rivals team up to enable AI inference on existing CPU hardware, potentially expanding AMD's AI market reach.
D1 +3.4% · +5d +4.7%
2026-10-21CompanyBull
AMD Expands Vultr Collaboration with MI355X AI Infrastructure in India
Vultr deploys AMD Instinct MI355X, boosting AI compute for enterprise and sovereign cloud
D1 +3.4% · +5d +4.7%
2026-10-12 → 10-20Product
AMD Unveils Helion AI Rack, Set for November Launch
Institutional moves mixed; focus on AI chip demand and valuation
D1 -2.3% · +5d -9.5%
3 waves of this story
- 2026-10-12 Open design to be donated to OCP, backed by Dell, HPE, Cisco, SMCI
- 2026-10-19 Helion racks support 32,768-core CPU or 16 MI355X GPU configs; first units in development
- 2026-10-20 Institutional moves mixed; focus on AI chip demand and valuation
2026-10-19CompanyBear
AMD's LUCIA Phase 3 Trial Misses Primary Endpoint
DURAVYU missed non-inferiority primary endpoint in wet AMD, though key secondary endpoints met
D1 +1.8% · +5d -1.3%
2026-10-16OtherBear
AMD Fails Twice at $600, Falls 11% in Chip Selloff
Multiple sources confirm AMD's 11% weekly drop amid AI selloff; $600 level rejected twice, focus shifts to shipment data
D1 -6.0% · +5d -2.3%
2026-10-13 → 10-15CompanyBull
AMD partners with Fermi on credit support to aid AI infrastructure deployment
Chip designer provides credit support to de-risk power infrastructure, enabling hardware deployment
D1 +1.9% · +5d -11.7%
2 waves of this story
- 2026-10-13 Fermi confirms credit support agreement with AMD, marking formal partnership
- 2026-10-15 Chip designer provides credit support to de-risk power infrastructure, enabling hardware deployment
2026-10-15Company
AMD shares fall amid AI selloff, but institutional buying and analyst optimism persist
AI selloff deepens, yet institutional buying and bullish analyst views on long-term demand create mixed signals
D1 -1.5% · +5d -9.7%
2026-10-14OtherBear
AMD Shares Fall 5.7% as Cracks Emerge in AI Trade
CoreWeave bond selloff raises concerns about AI spending and chip demand, pressuring AMD shares
D1 -5.7% · +5d -3.2%
2026-10-13Product
AMD and nVent Collaborate on Cooling for Helios Rackscale Solution
nVent to provide liquid and air cooling for AMD rack-scale AI platform, creating integrated system
D1 +1.9% · +5d -11.7%
2026-09-29 → 10-11CapitalBull
AMD Closes $8B World Labs Acquisition, Pivots to Physical AI
Deal ties AI model development to chip design, bolstering physical AI push
D1 +0.0% · +5d +6.9%
5 waves of this story
- 2026-09-29 Acquires Fei-Fei Li's AI lab to boost physical AI and robotics capabilities
- 2026-09-29 Deal strengthens AMD's position in spatial intelligence and robotics compute, confirmed by multiple sources
- 2026-10-01 Deal strengthens AMD's position in spatial intelligence and robotics, with multiple analysts positive
- 2026-10-05 Steep price but aims to secure AI talent, strengthening next-gen AI competitiveness
- 2026-10-11 Deal ties AI model development to chip design, bolstering physical AI push
2026-10-10AnalystBull
AMD Receives Multiple Analyst Upgrades Amid Strong AI Infrastructure Demand
Multiple independent sources show AMD gaining analyst favor in AI chips, with supply commitments surging
D1 -2.3% · +5d -9.5%
2026-10-04 → 10-09Analyst
AMD Draws Bullish Calls but Valuation Debate Persists
Multiple outlets compare AMD with ASML and Nvidia, highlighting AI upside and valuation risks
D1 -0.3% · +5d -5.9%
4 waves of this story
- 2026-10-04 UBS projects AMD AI GPU annual rack capacity to grow from ~3GW to 9GW, indicating continued expansion in AI accelerators
- 2026-10-05 Cantor, Stifel, BNP raise targets, reflecting optimism on AI infrastructure deployment
- 2026-10-07 Citi, Stifel raise targets; CEO sees demand exceeding supply; stock hits all-time high
- 2026-10-09 Multiple outlets compare AMD with ASML and Nvidia, highlighting AI upside and valuation risks
2026-10-09Capital
ARK Trims AMD Stake, Institutional Moves Draw Attention
Cathie Wood's ARK sells AMD shares while GAMMA raises stake, showing divergent institutional views
D1 -2.0% · +5d -13.0%
2026-10-09OtherBear
AMD shares fall nearly 5% amid strong AI demand but valuation concerns
TSMC's record revenue signals strong AI demand, but AMD and peers retreat on valuation concerns
D1 -2.0% · +5d -13.0%
2026-10-07Company
AMD CEO visits Korea, meets Samsung & SK Hynix on foundry & HBM
CEO's Asia tour targets supply chain; HBM4 supply & foundry partnership in focus
D1 -0.5% · +5d -11.6%
2026-10-06Earnings
AMD to Report Fiscal Q3 2026 Results on Nov 3
Company confirms date; market awaits AI demand and guidance
D1 +2.8% · +5d -6.8%
2026-09-29 → 10-03Capital
AMD's Trillion-Dollar Market Cap Draws Continued Attention; September Gains Lead
Multiple outlets and analysts discuss AMD's valuation, AI positioning, and long-term growth; attention persists
D1 +0.0% · +5d +6.9%
3 waves of this story
- 2026-09-29 AMD becomes 13th US company to reach $1T valuation, shares up nearly 13% recently
- 2026-10-02 After crossing $1T market cap, AMD gained 30% in September, among top S&P 500 performers
- 2026-10-03 Multiple outlets and analysts discuss AMD's valuation, AI positioning, and long-term growth; attention persists
2026-10-02Other
AMD Rises 3% on Jobs Data and Chip Rally
Weaker jobs data trims rate-hike odds; chip stocks rally broadly, lifting AMD
D1 +3.0% · +5d -4.1%

Related — this ticker is not the subject

2026-11-01RelatedMarkets
US Midterms, Jobs Data and Three Central Bank Decisions Collide With Apple, Palantir Earnings
All 435 House seats and 35 Senate seats are on Tuesday's ballot as AI-heavy earnings and a full data slate land in the same week
D1 -7.5% · +5d +8.9%
2026-10-30RelatedEarnings
Amazon Q3 revenue of $201.9B misses estimates as capex hits $77.3B
AWS grew 39% and beat, but negative free cash flow of $34.8B puts AI spending under scrutiny
D1 -10.9% · +5d -11.0%
2026-10-29RelatedRegulation
US DOJ questions Nvidia's $12.93bn Hugging Face deal over AI competition
Fresh scrutiny of Nvidia's $13bn takeover focuses on whether the deal hands the chipmaker a gatekeeper role in AI distribution
D1 -2.1% · +5d -28.6%
2026-10-27RelatedCompany
Nvidia, Meta widen Muse tie-up as Huang calls AI agents a new computing paradigm
Partnership extends beyond GPUs into standalone Vera CPUs and agent security software, moving onto CPU spend long held by Intel and AMD
D1 +5.5% · +5d -13.6%
2026-10-27RelatedCompany
Intel signs deal to buy Classiq, price undisclosed, closing targeted for H1 2027
Classiq's hardware-agnostic software counts BMW and AT&T as customers; Intel fills in its quantum software layer
D1 +5.5% · +5d -13.6%

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

30 items

2026-11-10ProductBull
AMD Launches 6th Gen EPYC, Partners Roll Out New Products
6th Gen EPYC platforms shipping; Microsoft, Hyve, Spectro Cloud announce related offerings
D1 +1.3% · since +7.2%
2026-11-09Company
AMD shares swing post-earnings as analysts split on valuation
Despite 80% growth guidance, shares fell ~30% in 30 days amid inventory and valuation gap concerns vs Nvidia
D1 +13.3% · since +8.6%
2026-11-06Capital
Institutional Trim AMD in Q3, Analysts Bullish on Long-Term
Argonautica trims 8.5%, but Seeking Alpha analyst upgrades and buys
D1 +11.0% · since +22.9%
2026-11-03Earnings
Earnings report
D1 +3.7% · +5d +6.5%
2026-11-02Earnings
AMD Reports Tuesday; Focus on AI Demand and Memory Cost Guidance
Q3 earnings due Tuesday; AI demand and memory costs in focus, ESP hints at beat
D1 -7.5% · +5d +8.9%

25 earlier events

2026-10-31 → 11-02CompanyBear
AMD Extends Slide Ahead of Earnings on AI Infrastructure Worries and Target Cuts
Stock falls further pre-earnings amid PC worries, AI selloff, and price target cuts
D1 -7.5% · +5d +8.9%
3 waves of this story
- 2026-10-31 Intel's earnings reveal AI server chip supply constraints and weak PC market, raising concerns about similar risks for AMD
- 2026-11-01 Chip stocks plunged Oct 31 with AMD down 11% on AI capex return concerns
- 2026-11-02 Stock falls further pre-earnings amid PC worries, AI selloff, and price target cuts
2026-10-31CapitalBull
CFC Planning Boosts AMD Stake 801.4% in Q3
Institutional investor significantly raised AMD position in Q3, signaling long-term confidence
D1 -7.5% · +5d +8.9%
2026-10-27 → 10-30Capital
AMD Deepens AI Partnership with Meta, Invests $1B in Meta's Equity Raise
AMD's participation in Meta's equity raise deepens compute-for-equity partnership, expanding AI infrastructure strategic alignment
D1 +5.5% · +5d -13.6%
3 waves of this story
- 2026-10-27 Meta launches large equity offering; AMD expresses non-binding interest, potentially deepening AI capital ties.
- 2026-10-27 AMD to invest $1B in Meta's equity offering and expand collaboration across CPUs, GPUs, networking and systems to power Meta's superintelligence infrastructure
- 2026-10-30 AMD's participation in Meta's equity raise deepens compute-for-equity partnership, expanding AI infrastructure strategic alignment
2026-10-28 → 10-29Company
AMD Nears $1T Market Cap Ahead of Q3 Earnings
Stock up 165% YTD, market cap ~$926.5B; earnings due Nov 3 after close
D1 +3.2% · +5d -15.5%
2 waves of this story
- 2026-10-28 CFO bullish; market eyes upcoming earnings and product milestone
- 2026-10-29 Stock up 165% YTD, market cap ~$926.5B; earnings due Nov 3 after close
2026-10-28AnalystBull
Aletheia Raises AMD PT to $800
Analyst cites supply support, competitive products, AI demand; keeps Buy
D1 +3.2% · +5d -15.5%
2026-10-24 → 10-25Capital
AMD Sees Mixed Institutional Q3 Moves
Farmers & Merchants cut 1.3%, Gibbs Wealth raised 37.5%, showing divergent institutional actions
D1 +2.8% · +5d -12.1%
2 waves of this story
- 2026-10-24 Atlatl Advisers, Andrew Hill, Brookstone among filers disclosing reduced AMD positions
- 2026-10-25 Farmers & Merchants cut 1.3%, Gibbs Wealth raised 37.5%, showing divergent institutional actions
2026-10-07 → 10-23Analyst
AMD Valuation Debate Continues as Institutions Trim Stakes While Targets Rise
Multiple institutions disclosed stake reductions, while Susquehanna raised its price target to $620, highlighting market divergence
D1 -0.5% · +5d -11.6%
6 waves of this story
- 2026-10-07 Stock surpasses all price targets, but key product justifying valuation hasn't shipped at scale
- 2026-10-11 Morgan Stanley checks suggest Venice CPU may use CoWoS packaging, but shipments not yet scaled
- 2026-10-12 Multiple sources flag rich valuation; analyst reiterates Buy with $730 PT
- 2026-10-20 Morgan Stanley cuts GPU demand forecast, Wedbush reiterates outperform, shares down over 20% recently, bulls and bears diverge.
- 2026-10-21 Susquehanna raises PT to $620 while Focused Alpha trims 65.3%, widening bull-bear split
- 2026-10-23 Multiple institutions disclosed stake reductions, while Susquehanna raised its price target to $620, highlighting market divergence
2026-10-21CompanyBull
AMD and Intel Collaborate to Simplify PyTorch AI Development on x86 CPUs
Rivals team up to enable AI inference on existing CPU hardware, potentially expanding AMD's AI market reach.
D1 +3.4% · +5d +4.7%
2026-10-21CompanyBull
AMD Expands Vultr Collaboration with MI355X AI Infrastructure in India
Vultr deploys AMD Instinct MI355X, boosting AI compute for enterprise and sovereign cloud
D1 +3.4% · +5d +4.7%
2026-10-12 → 10-20Product
AMD Unveils Helion AI Rack, Set for November Launch
Institutional moves mixed; focus on AI chip demand and valuation
D1 -2.3% · +5d -9.5%
3 waves of this story
- 2026-10-12 Open design to be donated to OCP, backed by Dell, HPE, Cisco, SMCI
- 2026-10-19 Helion racks support 32,768-core CPU or 16 MI355X GPU configs; first units in development
- 2026-10-20 Institutional moves mixed; focus on AI chip demand and valuation
2026-10-19CompanyBear
AMD's LUCIA Phase 3 Trial Misses Primary Endpoint
DURAVYU missed non-inferiority primary endpoint in wet AMD, though key secondary endpoints met
D1 +1.8% · +5d -1.3%
2026-10-16OtherBear
AMD Fails Twice at $600, Falls 11% in Chip Selloff
Multiple sources confirm AMD's 11% weekly drop amid AI selloff; $600 level rejected twice, focus shifts to shipment data
D1 -6.0% · +5d -2.3%
2026-10-13 → 10-15CompanyBull
AMD partners with Fermi on credit support to aid AI infrastructure deployment
Chip designer provides credit support to de-risk power infrastructure, enabling hardware deployment
D1 +1.9% · +5d -11.7%
2 waves of this story
- 2026-10-13 Fermi confirms credit support agreement with AMD, marking formal partnership
- 2026-10-15 Chip designer provides credit support to de-risk power infrastructure, enabling hardware deployment
2026-10-15Company
AMD shares fall amid AI selloff, but institutional buying and analyst optimism persist
AI selloff deepens, yet institutional buying and bullish analyst views on long-term demand create mixed signals
D1 -1.5% · +5d -9.7%
2026-10-14OtherBear
AMD Shares Fall 5.7% as Cracks Emerge in AI Trade
CoreWeave bond selloff raises concerns about AI spending and chip demand, pressuring AMD shares
D1 -5.7% · +5d -3.2%
2026-10-13Product
AMD and nVent Collaborate on Cooling for Helios Rackscale Solution
nVent to provide liquid and air cooling for AMD rack-scale AI platform, creating integrated system
D1 +1.9% · +5d -11.7%
2026-09-29 → 10-11CapitalBull
AMD Closes $8B World Labs Acquisition, Pivots to Physical AI
Deal ties AI model development to chip design, bolstering physical AI push
D1 +0.0% · +5d +6.9%
5 waves of this story
- 2026-09-29 Acquires Fei-Fei Li's AI lab to boost physical AI and robotics capabilities
- 2026-09-29 Deal strengthens AMD's position in spatial intelligence and robotics compute, confirmed by multiple sources
- 2026-10-01 Deal strengthens AMD's position in spatial intelligence and robotics, with multiple analysts positive
- 2026-10-05 Steep price but aims to secure AI talent, strengthening next-gen AI competitiveness
- 2026-10-11 Deal ties AI model development to chip design, bolstering physical AI push
2026-10-10AnalystBull
AMD Receives Multiple Analyst Upgrades Amid Strong AI Infrastructure Demand
Multiple independent sources show AMD gaining analyst favor in AI chips, with supply commitments surging
D1 -2.3% · +5d -9.5%
2026-10-04 → 10-09Analyst
AMD Draws Bullish Calls but Valuation Debate Persists
Multiple outlets compare AMD with ASML and Nvidia, highlighting AI upside and valuation risks
D1 -0.3% · +5d -5.9%
4 waves of this story
- 2026-10-04 UBS projects AMD AI GPU annual rack capacity to grow from ~3GW to 9GW, indicating continued expansion in AI accelerators
- 2026-10-05 Cantor, Stifel, BNP raise targets, reflecting optimism on AI infrastructure deployment
- 2026-10-07 Citi, Stifel raise targets; CEO sees demand exceeding supply; stock hits all-time high
- 2026-10-09 Multiple outlets compare AMD with ASML and Nvidia, highlighting AI upside and valuation risks
2026-10-09Capital
ARK Trims AMD Stake, Institutional Moves Draw Attention
Cathie Wood's ARK sells AMD shares while GAMMA raises stake, showing divergent institutional views
D1 -2.0% · +5d -13.0%
2026-10-09OtherBear
AMD shares fall nearly 5% amid strong AI demand but valuation concerns
TSMC's record revenue signals strong AI demand, but AMD and peers retreat on valuation concerns
D1 -2.0% · +5d -13.0%
2026-10-07Company
AMD CEO visits Korea, meets Samsung & SK Hynix on foundry & HBM
CEO's Asia tour targets supply chain; HBM4 supply & foundry partnership in focus
D1 -0.5% · +5d -11.6%
2026-10-06Earnings
AMD to Report Fiscal Q3 2026 Results on Nov 3
Company confirms date; market awaits AI demand and guidance
D1 +2.8% · +5d -6.8%
2026-09-29 → 10-03Capital
AMD's Trillion-Dollar Market Cap Draws Continued Attention; September Gains Lead
Multiple outlets and analysts discuss AMD's valuation, AI positioning, and long-term growth; attention persists
D1 +0.0% · +5d +6.9%
3 waves of this story
- 2026-09-29 AMD becomes 13th US company to reach $1T valuation, shares up nearly 13% recently
- 2026-10-02 After crossing $1T market cap, AMD gained 30% in September, among top S&P 500 performers
- 2026-10-03 Multiple outlets and analysts discuss AMD's valuation, AI positioning, and long-term growth; attention persists
2026-10-02Other
AMD Rises 3% on Jobs Data and Chip Rally
Weaker jobs data trims rate-hike odds; chip stocks rally broadly, lifting AMD
D1 +3.0% · +5d -4.1%

Related — this ticker is not the subject

2026-11-01RelatedMarkets
US Midterms, Jobs Data and Three Central Bank Decisions Collide With Apple, Palantir Earnings
All 435 House seats and 35 Senate seats are on Tuesday's ballot as AI-heavy earnings and a full data slate land in the same week
D1 -7.5% · +5d +8.9%
2026-10-30RelatedEarnings
Amazon Q3 revenue of $201.9B misses estimates as capex hits $77.3B
AWS grew 39% and beat, but negative free cash flow of $34.8B puts AI spending under scrutiny
D1 -10.9% · +5d -11.0%
2026-10-29RelatedRegulation
US DOJ questions Nvidia's $12.93bn Hugging Face deal over AI competition
Fresh scrutiny of Nvidia's $13bn takeover focuses on whether the deal hands the chipmaker a gatekeeper role in AI distribution
D1 -2.1% · +5d -28.6%
2026-10-27RelatedCompany
Nvidia, Meta widen Muse tie-up as Huang calls AI agents a new computing paradigm
Partnership extends beyond GPUs into standalone Vera CPUs and agent security software, moving onto CPU spend long held by Intel and AMD
D1 +5.5% · +5d -13.6%
2026-10-27RelatedCompany
Intel signs deal to buy Classiq, price undisclosed, closing targeted for H1 2027
Classiq's hardware-agnostic software counts BMW and AT&T as customers; Intel fills in its quantum software layer
D1 +5.5% · +5d -13.6%

$AMD (Advanced Micro Devices, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 71.1%)

Recent discussion events

Most active credible voices on $AMD

Recent headlines featuring $AMD

$AMD (Advanced Micro Devices, Inc.) — investor discussion on X

Five-factor rating: Buy (sector percentile 71.1%)

Recent discussion events

Most active credible voices on $AMD

Recent headlines featuring $AMD

AMD Launches 6th Gen EPYC, Partners Roll Out New Products

AMD shares swing post-earnings as analysts split on valuation

Institutional Trim AMD in Q3, Analysts Bullish on Long-Term

Earnings report

AMD Reports Tuesday; Focus on AI Demand and Memory Cost Guidance

AMD Extends Slide Ahead of Earnings on AI Infrastructure Worries and Target Cuts

CFC Planning Boosts AMD Stake 801.4% in Q3

AMD Deepens AI Partnership with Meta, Invests $1B in Meta's Equity Raise

AMD Nears $1T Market Cap Ahead of Q3 Earnings

Aletheia Raises AMD PT to $800

AMD Sees Mixed Institutional Q3 Moves

AMD Valuation Debate Continues as Institutions Trim Stakes While Targets Rise

AMD and Intel Collaborate to Simplify PyTorch AI Development on x86 CPUs

AMD Expands Vultr Collaboration with MI355X AI Infrastructure in India

AMD Unveils Helion AI Rack, Set for November Launch

AMD's LUCIA Phase 3 Trial Misses Primary Endpoint

AMD Fails Twice at $600, Falls 11% in Chip Selloff

AMD partners with Fermi on credit support to aid AI infrastructure deployment

AMD shares fall amid AI selloff, but institutional buying and analyst optimism persist

AMD Shares Fall 5.7% as Cracks Emerge in AI Trade

AMD and nVent Collaborate on Cooling for Helios Rackscale Solution

AMD Closes $8B World Labs Acquisition, Pivots to Physical AI

AMD Receives Multiple Analyst Upgrades Amid Strong AI Infrastructure Demand

AMD Draws Bullish Calls but Valuation Debate Persists

ARK Trims AMD Stake, Institutional Moves Draw Attention

AMD shares fall nearly 5% amid strong AI demand but valuation concerns

AMD CEO visits Korea, meets Samsung & SK Hynix on foundry & HBM

AMD to Report Fiscal Q3 2026 Results on Nov 3

AMD's Trillion-Dollar Market Cap Draws Continued Attention; September Gains Lead

AMD Rises 3% on Jobs Data and Chip Rally

US Midterms, Jobs Data and Three Central Bank Decisions Collide With Apple, Palantir Earnings

Amazon Q3 revenue of $201.9B misses estimates as capex hits $77.3B

US DOJ questions Nvidia's $12.93bn Hugging Face deal over AI competition

Nvidia, Meta widen Muse tie-up as Huang calls AI agents a new computing paradigm

Intel signs deal to buy Classiq, price undisclosed, closing targeted for H1 2027

Bull vs bear

Discussion

AMD Launches 6th Gen EPYC, Partners Roll Out New Products

AMD shares swing post-earnings as analysts split on valuation

Institutional Trim AMD in Q3, Analysts Bullish on Long-Term

Earnings report

AMD Reports Tuesday; Focus on AI Demand and Memory Cost Guidance

AMD Extends Slide Ahead of Earnings on AI Infrastructure Worries and Target Cuts

CFC Planning Boosts AMD Stake 801.4% in Q3

AMD Deepens AI Partnership with Meta, Invests $1B in Meta's Equity Raise

AMD Nears $1T Market Cap Ahead of Q3 Earnings

Aletheia Raises AMD PT to $800

AMD Sees Mixed Institutional Q3 Moves

AMD Valuation Debate Continues as Institutions Trim Stakes While Targets Rise

AMD and Intel Collaborate to Simplify PyTorch AI Development on x86 CPUs

AMD Expands Vultr Collaboration with MI355X AI Infrastructure in India

AMD Unveils Helion AI Rack, Set for November Launch

AMD's LUCIA Phase 3 Trial Misses Primary Endpoint

AMD Fails Twice at $600, Falls 11% in Chip Selloff

AMD partners with Fermi on credit support to aid AI infrastructure deployment

AMD shares fall amid AI selloff, but institutional buying and analyst optimism persist

AMD Shares Fall 5.7% as Cracks Emerge in AI Trade

AMD and nVent Collaborate on Cooling for Helios Rackscale Solution

AMD Closes $8B World Labs Acquisition, Pivots to Physical AI

AMD Receives Multiple Analyst Upgrades Amid Strong AI Infrastructure Demand

AMD Draws Bullish Calls but Valuation Debate Persists

ARK Trims AMD Stake, Institutional Moves Draw Attention

AMD shares fall nearly 5% amid strong AI demand but valuation concerns

AMD CEO visits Korea, meets Samsung & SK Hynix on foundry & HBM

AMD to Report Fiscal Q3 2026 Results on Nov 3

AMD's Trillion-Dollar Market Cap Draws Continued Attention; September Gains Lead

AMD Rises 3% on Jobs Data and Chip Rally

US Midterms, Jobs Data and Three Central Bank Decisions Collide With Apple, Palantir Earnings

Amazon Q3 revenue of $201.9B misses estimates as capex hits $77.3B

US DOJ questions Nvidia's $12.93bn Hugging Face deal over AI competition