The Fly | AMD

Yesterday

Unusually active option classes on open July 9th

Yesterday, 9:40 AM

Tuesday

Advanced Micro Devices put buyer realizes 23% same-day gains

Jul 7, 8:00 AM

Monday

Early notable gainers among liquid option names on July 6th

Jul 6, 9:55 AM

AMD price target raised by $190 at Goldman Sachs

Jul 6, 6:15 AM

Over a week ago

Semi stocks lower after Information report on Anthropic AI chip

Jul 2, 12:28 PM

Private Markets: Plaid weighs IPO, Minted explores sale

+20

Jul 2, 10:14 AM

Nebius, CoreWeave drop as report suggests Meta plans cloud expansion

+15

Jul 1, 11:52 AM

Advanced Micro Devices call buyer realizes 38% same-day gains

Jun 30, 8:00 AM

AMD price target raised by $110 at Wells Fargo, here's why

Jun 30, 6:15 AM

Option traders moderately bearish in Advanced Micro Devices with shares up 2.23%

Jun 29, 1:12 PM

AMD price target raised by $200 at Cantor Fitzgerald, here's why

Jun 29, 7:42 AM

Cboe data shows mixed options sentiment in Advanced Micro Devices with shares down 2.04%

Jun 24, 2:49 PM

AMD price target raised by $215 at UBS, here's why

Jun 24, 6:30 AM

Video: IBM bucks tech downdraft after JPMorgan upgrade

Jun 23, 9:00 AM

Moderately bullish activity in Advanced Micro Devices with shares up 1.78%

Jun 22, 3:37 PM

Valve's Steam Machine pricing starts at $1,049, pre-orders begin Monday

Jun 22, 1:38 PM

What You Missed On Wall Street On Thursday

+27

Jun 18, 4:10 PM

Cboe data shows mixed options sentiment in Advanced Micro Devices with shares up 3.59%

Jun 18, 3:07 PM

Midday Fly By: Trump says Apple working with Intel to design chips

+29

Jun 18, 12:17 PM

Samsung seeing rising chip production requests from BYD, Google, Nikkei reports

Jun 18, 6:00 AM

Rackspace price target raised by $1.50 at RBC Capital, here's why

Jun 17, 7:55 AM

AMD price target raised by $75 at Bernstein, here's why

Jun 17, 6:51 AM

Morning Movers: Rackspace surges after 15% workforce reduction, AMD pact

Jun 16, 8:57 AM

AMD, Rackspace sign pact for deployment of initial 30 MW footprint

Jun 16, 7:09 AM

AMD acquires MEXT to advance memory optimization

Jun 15, 11:42 AM

High-Performance Computing Leadership: AMD's Ryzen CPUs offer compelling performance-per-dollar in client computing, while EPYC processors rapidly gain data center market share with strong multi-core performance and superior total cost of ownership.

Diverse Product Portfolio: Through organic innovation and strategic acquisitions like Xilinx and Pensando, AMD delivers a comprehensive suite of CPUs, GPUs, FPGAs, and DPUs, serving client, gaming, data center, and embedded markets, reducing reliance on single segments.

Leading-Edge Foundry Technology Access: AMD leverages TSMC's advanced manufacturing processes, enabling them to produce high-performance and power-efficient products using cutting-edge nodes faster than competitors reliant on their own less advanced internal fabrication capabilities.

Intense Competition Pressure: AMD faces significant competition from Intel, Nvidia, and emerging players across its CPU, GPU, and data center segments, which can impact market share, pricing power, and profitability.

Manufacturing Dependency Concerns: Reliance on third-party foundries, primarily TSMC, exposes AMD to risks related to manufacturing capacity constraints, supply chain disruptions, cost increases, and geopolitical tensions affecting global chip production.

Rapid Technological Change Requires Constant Innovation: The semiconductor industry demands continuous and costly investment in research and development; failure to innovate quickly or anticipate market shifts could lead to technological obsolescence and loss of competitive advantage.