AMD Stock Recent News

AMD beat Q1 EPS and revenue estimates, driven by strong Data Center demand and AI accelerators, signaling undervaluation despite negative sentiment. AMD's free cash flow surged 92% Y/Y, growing 2.6x faster than revenue, highlighting improved profitability from Data Center and AI accelerator sales. AMD also continued to make gross margin gains and the chipmaker confirmed that it is going to accelerate production/shipments of its next-gen MI350 series Instinct GPU in mid-2025.

Could Advanced Micro Devices (AMD 1.14%) be on the road to recovery?

Advanced Micro Devices (AMD 1.14%) has been one of the biggest success stories over the last decade in the semiconductor industry.

AMD (AMD 1.14%) has investors excited about its artificial intelligence (AI) prospects, but the rest of the business faces headwinds.

Artificial intelligence (AI) is completely reshaping how businesses operate. It promises to speed up productivity, product development, innovation, and economic growth, which is why organizations are pouring billions into AI technology.

Cathie Wood is known for two things: making daring investment moves that go against the crowd and doing this with a focus on the long term. This means Wood might sell a spectacularly popular stock that's soaring and buy shares of a stock that's dropped in recent times.

Throughout her tenure as CEO and chief investment officer of Ark Invest, Cathie Wood earned her reputation as an investor by making big bets on emerging technology themes. Some of Ark's largest positions are in high-growth, and arguably speculative names such as Tesla, Coinbase, Palantir Technologies, and Archer Aviation.

When Advanced Micro Devices (AMD 1.14%) reported its first-quarter results recently, it gave a glimpse into why some investors remain excited about the stock's prospects despite its poor performance over the past year. As of this writing, the stock is down about 35% during that span.

Over the past decade, more companies recognized the disruptive potential of artificial intelligence (AI) applications across multiple industries. AI services could be used to automate repetitive tasks, replace a broad range of human jobs, crunch massive amounts of data, and predict future trends.

Buy Advanced Micro Devices, Inc. proactively. My $200 target anticipates AI-driven margin gains amid data-center strength and macro-induced 2026 upside. Macroeconomic tailwinds from U.S. deregulation and free-trade momentum should boost AMD's valuation multiples; position yourself now ahead of the sentiment shift. Keep a 15-20% cash buffer amid China risks; deploy this steadily as TSMC Arizona ramps up, mitigating Taiwan-related supply chain concerns.