Advanced Micro Devices (AMD) reported Q1 2026 revenue of $10.3 billion, up 38% year-over-year, surpassing analyst estimates of $9.92 billion. The strong performance was driven by a 57% increase in Data Center revenue to $5.8 billion, fueled by demand for AMD EPYC processors and AMD Instinct GPUs. Client and Gaming segments also grew, with Client revenue up 26% and Gaming revenue up 11%. CEO Lisa Su highlighted accelerating AI infrastructure demand as a key growth driver. AMD expects Q2 revenue around $11.2 billion, projecting continued strong growth in server demand and a gross margin near 56%. Shares rose 6% in after-hours trading following the report.
Advanced Micro Devices (AMD) reported strong first-quarter results driven by significant growth in its data center products. High demand for AI technologies continues to position AMD as a key player in the market, despite competition from Nvidia. The...
Shares of Advanced Micro Devices (AMD) rose 5% following UBS's massive price target increase for Micron Technology, which lifted the entire semiconductor sector. UBS raised Micron's target from $535 to $1,625, citing strong AI-driven memory demand an...
In May 2026, seven small-cap stocks in the Russell 2000 more than doubled the return of Micron Technology, which gained 46%. Leading performers included Hyliion Holdings (+213.6%) after strong revenue growth and U.S. Navy trials, and agilon health (+...
The S&P 500's impressive 42% return over the last 22 months is largely due to a handful of AI-related megacap stocks like NVIDIA, AMD, and Microsoft. Removing these AI infrastructure companies from the index reduces the return to just 16%, barely out...
Bank of America analyst Vivek Arya raised NVIDIA's price target to $350, citing unprecedented demand for semiconductors driven by generative AI and advanced agentic applications. This surge in AI-related computing is causing a supply squeeze and stro...
