Follow the latest Advanced Micro Devices (AMD) news and market headlines alongside the live AMD price. Stay informed on what's moving AMD.
AMD shares have surged 123% year-to-date, trading at a premium 38.39X forward P/E versus the sector's 17.48X. Despite valuation concerns, the company's strong data center momentum—with Q3 2026 revenues jumping 97% to $8.55 billion—and expected 80%+ revenue growth in 2027 driven by AI infrastructure demand justify the elevated price. AMD receives a Zacks Rank #2 (Buy) rating.
NVIDIA stock plunges to a 52-week low after CEO Jensen Huang resigns amid China scrutiny. CFO Colette Kress takes over as interim CEO.
AMD stock rose 3.5% as Jensen Huang left Nvidia. The Nvidia-to-AMD ratio hit its lowest since March 2023, erasing 94% of Nvidia's post-ChatGPT lead.
Intel has announced a strategic partnership with Altera to advance edge and physical AI solutions by combining Intel's processors and software with Altera's FPGAs. The collaboration targets healthcare, aerospace, defense, and robotics sectors with modular sensor solutions and streamlined development tools. Intel's stock has gained 64.9% over the past year, though 2026-2027 earnings estimates have declined slightly.
RBC Capital analyst Srini Pajjuri reiterates Advanced Micro Devices (NASDAQ:AMD) with a Sector Perform and maintains $540 price target.
Both Nvidia and AMD have experienced significant sell-offs in the semiconductor sector, but both companies show strong growth prospects for 2027. While AMD is projected to have higher EPS growth (108% vs 71%), Nvidia trades at a more attractive valuation with an 88% upside potential compared to AMD's 26%, making Nvidia the better value play despite AMD's accelerating momentum in AI chips.
Analysts upgraded AMD, Reliance, enGene, Mid Penn Bancorp and Republic Services, raising price targets for RS and MPB.
Nvidia faces significant leadership uncertainty as its board prepares to oust CEO Jensen Huang following revelations of affairs with individuals connected to national security concerns. The company lacks a named successor, creating key-man risk despite its AI dominance. Competitors AMD and Broadcom are gaining investor interest as potential beneficiaries. The situation parallels Apple's transition to Tim Cook, though Nvidia's lack of succession planning presents greater challenges.
William Blair analyst Sebastien Naji upgrades Advanced Micro Devices (NASDAQ:AMD) from Market Perform to Outperform.
With Anthropic's IPO expected to price on November 18, 2026, the article ranks six AI and infrastructure stocks by their direct exposure to Anthropic's spending. Amazon and Alphabet have the most direct ties as investors and suppliers, while Nvidia has moderate exposure. Energy companies like Bloom Energy, Vistra, and Oklo offer indirect exposure through data center power needs.
Advanced Micro Devices and Broadcom extended gains Thursday as investors rotated into rival chipmakers amid Nvidia leadership uncertainty.
NVIDIA is expected to report Q3 fiscal 2027 results on November 17 with revenues projected to jump 91.2% to $108.99 billion and earnings rising 91.5%. Strong demand for GPUs, generative AI, hyperscale infrastructure, and networking products should drive growth, particularly in the Data Center segment. The stock trades at an attractive valuation with a forward P/E of 12.14X compared to the industry average of 21.86X, positioning NVIDIA as a compelling investment opportunity in the AI infrastructure space.
IBM and Quantinuum represent two competing approaches to winning the quantum computing race. IBM prioritizes speed with its Nighthawk chip and offers dividend income, while Quantinuum focuses on accuracy with its Helios system. A Department of Energy competition offering $100 million to achieve 100 logical qubits by 2028 provides a public benchmark for both strategies. The author recommends owning both stocks as a long-term investment, with IBM as the core holding and Quantinuum as a smaller, higher-risk position.
Wall Street analysts have significantly underestimated AI infrastructure spending by hyperscalers, with 2026 capex forecasts revised upward 50% to $800 billion and 2027 forecasts up 75% to $1.1 trillion. This sustained underestimation benefits semiconductor companies Nvidia, Micron, Broadcom, and AMD, though all four stocks currently trade below their highs. Micron offers the best valuation with a PEG ratio of 0.2, while Wall Street projects 117% upside for Micron, 88% for Nvidia, 58% for Broadcom, and 26% for AMD.
The article compares AMD and Marvell Technology as AI semiconductor investments through 2027. While AMD shows strong growth with major partnerships (Meta, OpenAI) and $34.6B revenue, Marvell is recommended as the better value due to lower valuation multiples, higher profit margins (32.6% vs 12.5%), and aggressive growth guidance ($20B revenue by FY2028, $70-90B by FY2031). Marvell's acquisition of Lumentum strengthens its optical components capabilities for AI infrastructure.
Nvidia and Alphabet (Google) have each committed to purchasing $10 billion worth of Anthropic stock at its IPO price, as part of a $26 billion private placement by seven firms. Anthropic is going public on Nasdaq under ticker 'ANT' with an expected price range of $70-$78 per share. The investment represents a sound use of Nvidia's substantial cash reserves but is not directly tied to chip sales commitments.
Intel shares rallied 7.52% on November 11, 2026, as CoreWeave's stronger-than-expected Q3 results reinforced AI infrastructure demand across the semiconductor sector. The gains reversed earlier losses following post-election concerns about potential AI regulation. However, Intel faces headwinds from a weakening PC market, which prompted a weak Q4 forecast in late October.
AMD surged 7.32% to $552.90 on November 11, 2026, driven by strong CoreWeave results signaling continued AI chip demand and Goldman Sachs naming it an attractive semiconductor stock. The company has gained 36.99% since November 6, supported by record Q3 revenue of $13.4 billion (up 45% YoY), Q4 guidance of $17 billion, and new partnerships including Google's cloud TPU deal. The broader semiconductor sector also rallied, with Nvidia up 2.92% and Intel up 7.52%.
AMD stock surged 8.43% following CoreWeave's strong Q3 earnings beat and raised guidance for 2026, signaling increased capital spending on semiconductor chips. Additionally, a UBS report highlighted that server CPU shipments jumped 31% year-over-year in Q3, with AMD maintaining steady market share at 28.4% while Intel declined. UBS projects CPU sales could reach $210 billion by 2030, potentially generating $60 billion in revenue for AMD alone.
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