AMD reported better-than-expected Q2 2026 earnings driven by its Data Center segment, now 58% of revenue, with strong growth and AI partnerships boosting outlook for H2 2026. Gross margin rose to 56% and operating margin to 27%, improving cash flow and net cash to about $10 billion. Despite these positives, AMD stock fell about 9% after hours, prompting a downgrade from 'Strong Buy' to 'Buy' due to a less attractive risk/reward profile and a fair value estimate of $581 with a 5-year target of $1040.
AMD reported a historic quarter with $11.5 billion revenue and 107% growth in its Data Center segment, driven by strong demand from major clients like OpenAI and Microsoft Azure. Despite a recent stock pullback due to AI investment concerns and gamin...
AMD benefits from Intel's repeated PC CPU price increases, creating a favorable pricing environment for AMD's products. The total addressable market for AMD's server CPUs is projected to reach $220 billion by 2030, with AMD aiming for over 50% market...
In Q2 2026, Baron Technology ETF gained 38.95%, closely tracking the MSCI ACWI Information Technology Index. The fund initiated a position in Advanced Micro Devices (AMD) and trimmed holdings in NVIDIA and Amazon to balance its portfolio. It also inc...
