Advanced Micro Devices (AMD) News Today

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are reacting to a string of analyst upgrades, market share gains and debate over a new U.S. export deal.

• Positive Sentiment: Mizuho boosted its AMD price target to $205 (from $183) and maintained an “outperform” rating, citing a surge in AI‐server spending. Mizuho Raises Nvidia and AMD Price Targets To $205 On AI-Server Boom
• Positive Sentiment: Industry data show AMD (with ARM) gaining market share over Intel in both client and server chip segments. AMD/ARM continue to gain share over INTC- report
• Positive Sentiment: Benzinga reports investor optimism on a U.S.–China trade truce and stronger second‐half chip sales forecasts drove AMD shares higher premarket. AMD Gains On US-China Trade Pause And Wall Street Optimism For Second-Half Chip Sales
• Positive Sentiment: A Citi analyst called the 15% revenue‐sharing requirement on AMD’s China AI GPU sales “largely immaterial,” easing investor concerns. Why Citi Analyst Says AMD’s China AI Sales Cut Is ‘Largely Immaterial’
• Neutral Sentiment: Pre‐market commentary highlights mixed volume trends for AMD, Intel and Nvidia, suggesting investor caution amid lighter trading. AMD, INTC and NVDA Forecast – Microchip Stocks Mixed in Premarket on Thursday
• Neutral Sentiment: Several outlets are debating the legal and national‐security implications of the Trump administration’s 15% revenue‐share deal with Nvidia and AMD for China chip sales. U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy
• Negative Sentiment: An opinion in the Los Angeles Times argues the revenue‐sharing agreement undermines U.S. national‐security principles and may be unconstitutional. Hiltzik: Trump's deal with Nvidia puts our national security on sale to the highest bidder
• Negative Sentiment: EVP Paul Darren Grasby sold 10,000 shares (≈$1.73M), reducing his stake by 7.4%, a move that may worry some investors. Paul Darren Grasby Sells 10,000 Shares of Advanced Micro Devices, Inc. Stock