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5 quotes from AMD's earnings call that could drive the stock for the rest of 2026

AMD (NASDAQ: AMD) reported an excellent first quarter, but the real reason the chipmaker has performed so well is because of investors' expectations for the future. In this video, I look beyond the ...
Insider Monkey

Is Advanced Micro Devices (AMD) the Best Stock To Profit from AI?

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top 10 Stocks That Will Profit from AI. Their “AI Everywhere, for Everyone” strategy focuses on providing an open software ecosystem (ROCm) and ...
The Motley Fool

1. Data center sales are now the company's primary growth driver

AMD's management said on the call that its data center segment reached an inflection point in the quarter, becoming the company's biggest revenue driver. Data center sales rose 57% in the quarter to ...
Business Insider

Wall Street is rushing to raise price targets for AMD stock after earnings. Here's the bull case from 6 top firms.

Advanced Micro Devices stock skyrocketed higher on Wednesday after the chipmaker's consensus-crushing earnings report wowed investors. The blockbuster results prompted a fresh round of upgrades and ...
Digi Times

AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator ...
Reuters

AMD forecasts revenue above expectations on strong AI demand, shares jump 12%

AMD forecasts Q2 revenue above estimates on strong AI chip demand Competition intensifies as Intel ramps up production and challenges AMD's market share Global memory chip shortage and rising prices ...
Shacknews

Listen to the AMD Q1 2026 earnings call here

AMD’s Q1 2026 earnings call will take place today, May 5, at 2 p.m. PT/5 p.m. ET. We’ll be streaming it on Shacknews’ Twitch, YouTube, and X accounts. AMD will also host it on the company’s investor ...
Seeking Alpha

AMD earnings call likely to focus on CPU strength, MI455 progress, more: GF

AMD (AMD) is set to report its first-quarter earnings after the close of trading on May and given the sharp run in the stock over the past 12 months, the earnings call is likely to take on outsized ...
TechSpot

A Decade of AMD Ryzen: 10 Years of CPUs Tested

Today we're looking back at AMD's last decade of processors, focusing on the flagship models while also touching on what each Ryzen series brought to the table. We'll revisit the history behind each ...
Gizmodo

Meta and AMD Team Up to Take on Nvidia in Massive AI Chip Deal

AMD just landed a huge win in its ongoing battle to catch up with AI giant Nvidia. On Tuesday, AMD and Meta, the parent company of Facebook, announced a multi-year, multi-generation partnership to ...
TechCrunch

Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’

Meta plans to purchase potentially up to $100 billion worth of AMD chips, enough to drive roughly six gigawatts of data center power demand, the companies announced Tuesday. As part of the multiyear ...