AMD

Advanced Micro Devices Inc. (AMD) | Rumor.io

Advanced Micro Devices

AMD

Attention (50-day avg)1.36%

Attention rank (50-day avg)#12

Bullish sentiment (50-day avg)85%

Price to earnings ratio161.3

Market capitalization992.3B

Earnings per share3.91

Dividend yield (TTM)—

Revenue (annual)34.6B

Net income (annual)4.3B

Social

What share of all stock conversation is about AMD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.98% -0.98	1.49% -1.51	1.67% +0.34	1.79% +0.58

Sep 30

The CEO of Advanced Micro Devices (AMD) has been criticized for "bag licking" the administration, with some users expressing disgust at the perceived opportunism.
The acquisition of World Labs by AMD has been noted, with some users speculating about the potential implications for the company's resources and talent.
AMD's stock has been touted as a potential winner in the CPU market, with some users expressing enthusiasm and confidence in the company's prospects.

Generated by AI

Sentiment

Of the messages about AMD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	84.15% +3.53	80.81% -11.87	86.25% +11.67	81.73% +3.46
Bearish	15.85% -3.53	19.19% +11.87	13.75% -11.67	18.27% -3.46

Bullish· Sep 29

The acquisition of World Labs by AMD for $8.2 billion is seen as a major bet on physical AI, with the thesis being that understanding the models powering robotics and simulated worlds and building the chips those models need.
Analyst Kevin Cassidy of Rosenblatt Securities reiterated his buy rating on AMD stock with a price target of $700, citing AMD's acquisition of World Labs as expanding its AI software, modeling, and simulation capabilities.
The stock has shown significant potential for growth, with one user noting that holding AMD from $76 to $640 would have resulted in a +742% return, from $10K to $84.2K.

Bearish· Sep 29

Advanced Micro Devices (AMD) is considered a worthless investment opportunity, with one user stating it's "Advanced Money Distruction."
The company's short put was closed, resulting in a profit of $271, and a user notes that the stock's price is prone to significant drops.
AMD's growth is compared unfavorably to that of Reddit, with one user stating that the stock was dead money for two years prior to this year, while competitors were growing 20x.

Generated by AI

Topics

Of the messages about AMD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	3.25%	8.43%	9.3%	13.71%
Announcements	3.4%	6.69%	2.76%	6.57%
Macro	44.6%	31.9%	36.37%	55.09%
Technical Analysis	5.35%	23.58%	18.97%	8.75%
Analysts	41.95%	29.23%	32.55%	15.37%
Controversies	1.43%	0.18%	0.05%	0.5%

Earnings· Sep 3

AMD's CEO Lisa Su is forecasting a doubling of AI revenue to $130B in 2027 and $230B in 2028, with a significant increase in 2028 guidance compared to the one-quarter-at-a-time approach previously used.
AMD's AI processor revenue guidance is expected to be more transparent in the future, with some investors calling for more detailed breakdowns of CPU and GPU revenue.
Analysts are cautiously optimistic about AMD's Q4 earnings, with some expecting a slight beat on revenue compared to consensus estimates, but others are skeptical about the potential for substantial earnings surprises this year.

Analysts· Sep 25

Bank of America Securities has raised its price target on Advanced Micro Devices (AMD) to $720 from $620, maintaining a Buy rating on the shares.
The firm cites the Anthropic-Akamai infrastructure agreement as a positive datapoint for server-CPU demand, estimating the server CPU market could grow from $61B in 2026 to $211B by 2030.
Analysts are revising models higher as AI infrastructure spending broadens beyond GPUs, with AMD positioned to benefit from the increasing demand for CPU capacity alongside accelerators.

Announcements· Sep 29

$AMD to purchase World Labs for $8.2 billion, with CEO Fei-Fei Li becoming AMD's Chief Scientist, in a deal that expands AMD's AI software, modeling, and simulation capabilities.
The acquisition is seen as a strategic move by AMD to understand and build the chips for future AI workloads, and to stay competitive in the rapidly evolving AI market.
The deal is notable for its size, with $8.2 billion being the largest acquisition by AMD since Xilinx, and for the prominent role of female leader Fei-Fei Li, who will become AMD's Chief Scientist after the acquisition.

Controversies· Apr 28

OpenAI's reported failure to meet revenue and user targets has sparked concerns about the company's growth prospects and may impact its partnership with AMD, which could have significant implications for the company's stock price.
Shares of AMD, along with those of other companies involved in OpenAI's business, such as Oracle, have dropped sharply in response to the news, with some analysts viewing this as a buying opportunity.
OpenAI has disputed the accuracy of the report, calling it "ridiculous", but the concerns about its growth prospects may still have a negative impact on AMD and other companies in the compute sector.

Macro· Sep 29

AMD is lobbying the Trump administration to pressure Congress to drop or soften proposed restrictions on AI chip exports to China, according to a report.
The acquisition of World Labs by AMD could enable the company to create standalone AI bots that can reason within their surroundings, potentially leading to new uses and revenue streams.
The AI buildout is not slowing down, with Anthropic's IPO filing showing a $42B loss last year and $500B in future spending lined up, and AMD's acquisition of World Labs for $8.2B, while consumer confidence and job openings are a concern.

Technical Analysis· Sep 29

The market's volatility has made it challenging to find opportunities, but holding onto leading names on pullbacks has been helpful in withstanding the volatility, and $AMD is showing strength by holding the bullish gap.
The technical analysis of $AMD suggests that it is still in the early stages of a rally, and the price action is forming a parabolic leg up fractal, indicating a strong uptrend.
$AMD's weekly chart is forming a very bullish flag, and the price is consolidating near $610-$620, with potential support at $561 and resistance at $630-$639; a break above $640 could be a strong indication of further upward momentum.

Generated by AI

Community

Of the messages about AMD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	88.19%	90.35%	84.45%	57.09%
Newcomers	11.81%	9.65%	15.55%	42.91%

Regulars· Sep 30

The regulars are focused on the potential for AMD to become the largest company in the world, with one commenter expressing a feeling that the company's strategy will lead to its dominance.
There is interest in the acquisition of World Labs by AMD, with one commenter noting the potential for the company's resources and talent to be leveraged in the metaverse.
The regulars are also discussing the company's partnerships and relationships, with one commenter noting the potential for AMD to acquire MindWalk and another commenter highlighting the company's existing partnerships with MindWalk and Vultr.

Newcomers· Sep 30

Newcomers to the market are comparing AMD to NVDA, suggesting that AMD's ability to manipulate its stock price is a key factor in their investment decisions.
The price of AMD is rising, with some users referencing a specific price point ($666) and others mentioning the possibility of a stock split.
A Phase 3 study for a Wet AMD candidate has met its primary endpoints, with Kodiak Sciences set to report the results on September 28.

Generated by AI

News

Chip Stocks Roar Back: AMD, Intel Power SOXX Toward Best Month Since June

Semiconductor stocks have shrugged off rising yields, higher oil prices and fresh AI doubts, and investors now look to Micron's results for the next read on demand.

3h agoYahoo Finance

Cathie Wood’s ARK sells AMD stock, buys Nvidia and Tesla

11h agoInvesting.com

4D Molecular: Reiterate 'Buy' With Wet AMD 4D-150 Program On Track And Phase 3 DME Trial

4D Molecular Therapeutics remains a Buy as 4D-150 enters phase 3 for wet AMD/DME, cutting injections up to 87%. Click for more on FDMT stock.

14h agoSeeking Alpha

AMD acquires World Labs AI startup, upping the ante against Nvidia

The deal, which is expected to close by year's end, is worth $8.2 billion.

14h agoArs Technica

The real prize in AMD’s $8 billion World Labs acquisition isn’t what you’d think

16h agoMarketWatch

AMD takes on Nvidia with aggressive $8.2 billion bet on AI’s next era

16h agothestreet.com

Also Discussed

Investors talking about AMD also mention

#	Name	Attention
1	Intel CorporationINTC	0.65%-0.11
2	NVIDIA CorporationNVDA	7.6%-14.57
3	Taiwan Semiconductor Manufacturing Co. Ltd. ADRTSM	0.15%-0.09
4	Micron Technology Inc.MU	17.5%+10.14
5	Broadcom IncAVGO	0.42%-0.26
6	QUALCOMM IncorporatedQCOM	0.11%+0.03
7	Super Micro Computer Inc.SMCI	0.09%-0.01
8	Applied Materials Inc.AMAT	0.01%+0.01
9	ASML Holding N.V. NY Registered SharesASML	0.01%-0.02
10	Meta Platforms Inc. Class A Common StockMETA	0.11%-0.06

Advanced Micro Devices Inc.

Technology
Semiconductors

Advanced Micro Devices Inc. is a global semiconductor company focused on high-performance and adaptive computing. The company develops processors, graphics technologies, and specialized accelerators used across data center, client, gaming, and embedded markets. Its product portfolio includes server and desktop CPUs, consumer and professional GPUs, AI accelerators, adaptive system-on-chips, field-programmable gate arrays, and related software and development tools. AMD serves a broad customer base that includes cloud providers, original equipment manufacturers, system integrators, distributors, and enterprise technology users. The company is a key supplier of computing components for modern workloads such as artificial intelligence, cloud infrastructure, personal computing, and gaming, making it an important participant in the semiconductor market.

Website

Location

2485 Augustine Drive

Santa Clara, CA, 95054

United States

Social

What share of all stock conversation is about AMD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.98% -0.98	1.49% -1.51	1.67% +0.34	1.79% +0.58

Sep 30

The CEO of Advanced Micro Devices (AMD) has been criticized for "bag licking" the administration, with some users expressing disgust at the perceived opportunism.
The acquisition of World Labs by AMD has been noted, with some users speculating about the potential implications for the company's resources and talent.
AMD's stock has been touted as a potential winner in the CPU market, with some users expressing enthusiasm and confidence in the company's prospects.

Generated by AI

Sentiment

Of the messages about AMD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	84.15% +3.53	80.81% -11.87	86.25% +11.67	81.73% +3.46
Bearish	15.85% -3.53	19.19% +11.87	13.75% -11.67	18.27% -3.46

Bullish· Sep 29

The acquisition of World Labs by AMD for $8.2 billion is seen as a major bet on physical AI, with the thesis being that understanding the models powering robotics and simulated worlds and building the chips those models need.
Analyst Kevin Cassidy of Rosenblatt Securities reiterated his buy rating on AMD stock with a price target of $700, citing AMD's acquisition of World Labs as expanding its AI software, modeling, and simulation capabilities.
The stock has shown significant potential for growth, with one user noting that holding AMD from $76 to $640 would have resulted in a +742% return, from $10K to $84.2K.

Bearish· Sep 29

Advanced Micro Devices (AMD) is considered a worthless investment opportunity, with one user stating it's "Advanced Money Distruction."
The company's short put was closed, resulting in a profit of $271, and a user notes that the stock's price is prone to significant drops.
AMD's growth is compared unfavorably to that of Reddit, with one user stating that the stock was dead money for two years prior to this year, while competitors were growing 20x.

Generated by AI

Topics

Of the messages about AMD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	3.25%	8.43%	9.3%	13.71%
Announcements	3.4%	6.69%	2.76%	6.57%
Macro	44.6%	31.9%	36.37%	55.09%
Technical Analysis	5.35%	23.58%	18.97%	8.75%
Analysts	41.95%	29.23%	32.55%	15.37%
Controversies	1.43%	0.18%	0.05%	0.5%

Earnings· Sep 3

AMD's CEO Lisa Su is forecasting a doubling of AI revenue to $130B in 2027 and $230B in 2028, with a significant increase in 2028 guidance compared to the one-quarter-at-a-time approach previously used.
AMD's AI processor revenue guidance is expected to be more transparent in the future, with some investors calling for more detailed breakdowns of CPU and GPU revenue.
Analysts are cautiously optimistic about AMD's Q4 earnings, with some expecting a slight beat on revenue compared to consensus estimates, but others are skeptical about the potential for substantial earnings surprises this year.

Analysts· Sep 25

Bank of America Securities has raised its price target on Advanced Micro Devices (AMD) to $720 from $620, maintaining a Buy rating on the shares.
The firm cites the Anthropic-Akamai infrastructure agreement as a positive datapoint for server-CPU demand, estimating the server CPU market could grow from $61B in 2026 to $211B by 2030.
Analysts are revising models higher as AI infrastructure spending broadens beyond GPUs, with AMD positioned to benefit from the increasing demand for CPU capacity alongside accelerators.

Announcements· Sep 29

$AMD to purchase World Labs for $8.2 billion, with CEO Fei-Fei Li becoming AMD's Chief Scientist, in a deal that expands AMD's AI software, modeling, and simulation capabilities.
The acquisition is seen as a strategic move by AMD to understand and build the chips for future AI workloads, and to stay competitive in the rapidly evolving AI market.
The deal is notable for its size, with $8.2 billion being the largest acquisition by AMD since Xilinx, and for the prominent role of female leader Fei-Fei Li, who will become AMD's Chief Scientist after the acquisition.

Controversies· Apr 28

OpenAI's reported failure to meet revenue and user targets has sparked concerns about the company's growth prospects and may impact its partnership with AMD, which could have significant implications for the company's stock price.
Shares of AMD, along with those of other companies involved in OpenAI's business, such as Oracle, have dropped sharply in response to the news, with some analysts viewing this as a buying opportunity.
OpenAI has disputed the accuracy of the report, calling it "ridiculous", but the concerns about its growth prospects may still have a negative impact on AMD and other companies in the compute sector.

Macro· Sep 29

AMD is lobbying the Trump administration to pressure Congress to drop or soften proposed restrictions on AI chip exports to China, according to a report.
The acquisition of World Labs by AMD could enable the company to create standalone AI bots that can reason within their surroundings, potentially leading to new uses and revenue streams.
The AI buildout is not slowing down, with Anthropic's IPO filing showing a $42B loss last year and $500B in future spending lined up, and AMD's acquisition of World Labs for $8.2B, while consumer confidence and job openings are a concern.

Technical Analysis· Sep 29

The market's volatility has made it challenging to find opportunities, but holding onto leading names on pullbacks has been helpful in withstanding the volatility, and $AMD is showing strength by holding the bullish gap.
The technical analysis of $AMD suggests that it is still in the early stages of a rally, and the price action is forming a parabolic leg up fractal, indicating a strong uptrend.
$AMD's weekly chart is forming a very bullish flag, and the price is consolidating near $610-$620, with potential support at $561 and resistance at $630-$639; a break above $640 could be a strong indication of further upward momentum.

Generated by AI

Community

Of the messages about AMD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	88.19%	90.35%	84.45%	57.09%
Newcomers	11.81%	9.65%	15.55%	42.91%

Regulars· Sep 30

The regulars are focused on the potential for AMD to become the largest company in the world, with one commenter expressing a feeling that the company's strategy will lead to its dominance.
There is interest in the acquisition of World Labs by AMD, with one commenter noting the potential for the company's resources and talent to be leveraged in the metaverse.
The regulars are also discussing the company's partnerships and relationships, with one commenter noting the potential for AMD to acquire MindWalk and another commenter highlighting the company's existing partnerships with MindWalk and Vultr.

Newcomers· Sep 30

Newcomers to the market are comparing AMD to NVDA, suggesting that AMD's ability to manipulate its stock price is a key factor in their investment decisions.
The price of AMD is rising, with some users referencing a specific price point ($666) and others mentioning the possibility of a stock split.
A Phase 3 study for a Wet AMD candidate has met its primary endpoints, with Kodiak Sciences set to report the results on September 28.

Generated by AI

Advanced Micro Devices

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Sep 3

Analysts· Sep 25

Announcements· Sep 29

Controversies· Apr 28

Macro· Sep 29

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30

Chip Stocks Roar Back: AMD, Intel Power SOXX Toward Best Month Since June

Cathie Wood’s ARK sells AMD stock, buys Nvidia and Tesla

4D Molecular: Reiterate 'Buy' With Wet AMD 4D-150 Program On Track And Phase 3 DME Trial

AMD acquires World Labs AI startup, upping the ante against Nvidia

The real prize in AMD’s $8 billion World Labs acquisition isn’t what you’d think

AMD takes on Nvidia with aggressive $8.2 billion bet on AI’s next era

Also Discussed

Advanced Micro Devices Inc.

Company Information

Location

Chip Stocks Roar Back: AMD, Intel Power SOXX Toward Best Month Since June

Cathie Wood’s ARK sells AMD stock, buys Nvidia and Tesla

4D Molecular: Reiterate 'Buy' With Wet AMD 4D-150 Program On Track And Phase 3 DME Trial

AMD acquires World Labs AI startup, upping the ante against Nvidia

The real prize in AMD’s $8 billion World Labs acquisition isn’t what you’d think

AMD takes on Nvidia with aggressive $8.2 billion bet on AI’s next era

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Sep 3

Analysts· Sep 25

Announcements· Sep 29

Controversies· Apr 28

Macro· Sep 29

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30