AMD and Arm stocks rally: How shifting CPU-to-GPU ratios are reshaping AI markets [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
Check Earnings Report
US:NYSE Investor Relations:
ir.amd.com/investor-overview
Company Research
Source: Yahoo! Finance
CPUs, or central processing units, serve as the main processors in computers and servers, handling general computing tasks. This contrasts with GPUs, or graphics processing units, which are specialized for parallel processing and have been the primary chips used in AI training. AMD manufactures both CPUs and GPUs for data centers and PCs, while Arm designs CPU architectures that are licensed to chipmakers. The gains came after Intel reported strong quarterly results and rose 27%, driven by robust server CPU demand. The momentum reflects a shift in AI infrastructure requirements, as newer AI workloads require significantly more CPU capacity relative to GPUs. According to Northland analyst Gus Richard, the CPU-to-GPU ratio in AI systems is shifting dramatically across different applications. The ratio moves from 1:8 for training to 1:4 for inference and 1:2 for agentic AI, indicating accelerating server CPU demand. Evercore ISI analyst Mark Lipacis noted that the fastest growing
Show less
Read more
Impact Snapshot
Event Time:
AMD
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AMD alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AMD alerts
High impacting Advanced Micro Devices, Inc. news events
Weekly update
A roundup of the hottest topics
AMD
News
- Which CPU Company Has Dominated 2026: Intel, AMD, or ARM Holdings? [Yahoo! Finance]Yahoo! Finance
- Advanced Micro Devices (AMD): Why This Stock Could Break Trillion Dollar Market Cap [Yahoo! Finance]Yahoo! Finance
- AMD shares soar 12% on no company news. Here's what has investors so excited Stock chart icon Advanced Micro Devices Inc AMD : NASDAQ 344.34 +39.01 ( +12.78% ) Last | 10:33 AM EDT AMD year to date [CNBC]CNBC
- AMD: You Haven't Seen Anything Yet (Earnings Preview) [Seeking Alpha]Seeking Alpha
- Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally? [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 4/17/26 - Form 4
- 4/16/26 - Form 144
- 4/15/26 - Form 144
- AMD's page on the SEC website