AMD Stock Recent News

At first glance, Advanced Micro Devices Inc. (NASDAQ: AMD) and Nvidia Corp. NVDA appear to belong in the same valuation range. Both trade in the 40x forward earnings range.

After a turbulent start to 2025, the stock market is once again near its all-time highs. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are up 6%, 7%, and 4%, respectively, year to date.

In the latest trading session, Advanced Micro Devices (AMD) closed at $160.08, marking a +2.87% move from the previous day.

Advanced Micro Devices, Inc. delivered outstanding Q1 2025 results, with 36% revenue growth and significant profitability improvements, driven by Data Center and AI momentum. The MI series, especially MI325X and MI350, are gaining traction with major cloud and enterprise customers, fueling AMD's competitive position against Nvidia. Regulatory relief allows AMD to resume MI308 chip shipments to China, unlocking additional growth and validating the company's global expansion strategy.

Market Catalysts anchor Julie Hyman breaks down the latest market movers for July 16, 2025. Semiconductor chip manufacturers Nvidia and AMD are ready to sell their chips in China.

Advanced Micro Devices' MI300 series gains traction in AI data centers, boosting revenues and drawing interest from tech giants like Meta.

Advanced Micro Devices' NASDAQ: AMD price action provided a clear signal that it would move higher in 2025 when it broke fresh highs in July. The move to new highs took the market above a critical resistance point that had been in place for more than a year, setting it up to continue rallying as the year progresses.

Live Updates Live Coverage Updates appear automatically as they are published. Earnings Conference Call Highlights 11:58 am Market Backdrop: AI as key growth driver for logic (capacity on leading nodes) and memory (HBM/DDR5 transitions). China revenue moderating to backlog proportion (~25%+). Customers adding ~30% EUV capacity YoY. Increasing EUV layers in advanced DRAM for process simplification. Uncertainties: Macro/geopolitical developments (e.g., tariffs) causing customer caution; Direct tariff impact limited (working with suppliers/customers); Indirect via GDP/demand harder to quantify. Some customers facing specific challenges affecting capex timing. Backlog adjustment (€1.4B) due to 2024 China controls. Technology Progress: Low-NA EUV: Strong momentum; NXE:3800E enabling more EUV use in DRAM. High-NA EUV: First EXE:5200B shipped/installed (175+ wafers/hour, ~60% productivity gain over EXE:5000); Maturing for HVM; Enables single-exposure vs. multi-patterning, reducing costs and

Advanced Micro Devices, Inc. and Nvidia Corporation are well positioned to ride an upgraded growth outlook in the AI inferencing market. Nvidia because it is the market leader, and AMD due to its focus. AMD's MI350 GPUs have on-par performance and are more cost-effective vs Nvidia's Blackwell. So AMD a golden opportunity to take share but the onus is on it to prove itself. US approval for Chinese shipments can boost both AMD and NVDA's data center revenues.

Nvidia may take the top spot when it comes to the largest semiconductor companies based on market cap size, but Advanced Micro Devices (AMD) is still a name to watch. When taking into account the growing size of the semiconductor industry, there's plenty of market share to go around for its largest companies.