Intel's CPU Comeback Lifts All Boats — Can AMD and ARM Ride the Same AI Wave? [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
setups toward CPU-centric inference and agentic AI workloads. ARM Holdings ARM ) surged 15% as the validation of CPU relevance in AI infrastructure supports its licensing model across data center partners like Amazon. Advanced Micro Devices (AMD) climbed 14% and received an upgrade to Buy from D.A. Davidson with a $375 price target, with Q4 2025 data center revenue already hitting a record $5.38B up 34% year-over-year. Intel's earnings revealed that AI infrastructure is shifting from GPU-dominant training toward broader CPU involvement in inference and multi-agent systems, benefiting both ARM's licensing business and AMD's x86 server CPU franchise. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE When Intel NASDAQ:INTC ) released its Q1 2026 earnings last week, the semiconductor sector got a clear signal: the AI demand story holds firm, and it's expanding beyond GPUs into CPUs. Intel's overall revenue reached $13.6 billion, up 7% year-ove
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AMD
News
- AMD slips as Northland Capital downgrades after massive run [Seeking Alpha]Seeking Alpha
- AMD: Compute-For-Equity Looks Dilutive, But It's Actually A Strategic Masterstroke [Seeking Alpha]Seeking Alpha
- Jim Cramer Shares Why You Should Buy Advanced Micro Devices (AMD) [Yahoo! Finance]Yahoo! Finance
- The Best Artificial Intelligence (AI) Growth Stocks to Buy on the Nasdaq as the Rally Heats Up [Yahoo! Finance]Yahoo! Finance
- The AI Buildout Boom Is Real – But So Are The Risks [Forbes]Forbes
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 4/24/26 - Form 144
- 4/17/26 - Form 4
- 4/16/26 - Form 144
- AMD's page on the SEC website