AMD Shares Soar on Wednesday: What’s Behind the Rise?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 10 2025
0mins
Should l Buy AMD?
Source: Benzinga
AMD's Stock Reaction: AMD shares rose by 2.06% to $159.03 following Oracle's first-quarter results, which, despite a slight earnings miss, showcased a strong outlook for its cloud division, positively impacting AMD as a key partner.
Oracle's Growth Outlook: Oracle reported a 359% increase in remaining performance obligations, indicating a robust demand for its Cloud Infrastructure, which heavily relies on AMD's EPYC processors and Instinct AI accelerators, suggesting potential revenue growth for AMD.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 205.940
Low
210.00
Averages
289.13
High
377.00
Current: 205.940
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Broadcom's Rise in the AI Sector
- Surging AI Revenue: Broadcom reported a 74% year-over-year increase in AI semiconductor revenue for the latest quarter, with projections indicating that first-quarter revenue will double to $8.2 billion, driven by strong demand for custom accelerators and AI Ethernet switches, significantly boosting overall performance.
- Record Backlog: The company's backlog for AI switches has surpassed $10 billion, reflecting robust market demand amid ongoing AI data center buildouts, which further solidifies Broadcom's position in the industry.
- Differentiated Product Offering: Broadcom has launched the industry's first Wi-Fi 8 access point and switch system, designed to enhance security and speed for enterprises utilizing AI, thereby increasing its competitive edge and attracting more customers.
- Unique Market Positioning: Broadcom's XPUs are custom chips tailored for specific purposes, differentiating them from Nvidia and AMD's general-purpose GPUs, allowing the company to carve out a niche in the competitive AI market and enhancing its strategic positioning for future growth.
See More
Palantir's Stock Decline: Nvidia and AMD Emerge as New Favorites
- Palantir's High Valuation: Despite a significant stock pullback this year, Palantir's valuation remains astronomical at 128 times forward earnings, which may lead to declining investor confidence in its future growth prospects.
- Optimistic Outlook for Nvidia: Nvidia's forward earnings multiple stands at 24.5, and with the upcoming launch of the Rubin platform, which will support inference at up to 10 times lower costs, the company is expected to continue its growth trajectory and solidify its leadership in the AI chip market.
- AMD's Competitive Edge: Although AMD trades at nearly 32 times forward earnings, its Instinct MI400 chips match Nvidia's Vera Rubin in compute performance and memory bandwidth while offering 1.5 times the memory capacity and scale-out bandwidth, showcasing its potential as a credible challenger to Nvidia.
- Sustained Market Demand: Both Nvidia and AMD are poised to benefit from ongoing GPU demand, while Palantir's excellent product may not justify its high stock price, potentially hindering its ability to deliver market-beating returns.
See More
TSMC on Track to Join $3 Trillion Club
- Market Position Solidified: TSMC's current market capitalization stands at $1.9 trillion, and as the world's largest semiconductor foundry with a 71% share of the global chip market, investors could see a 58% return if it secures membership in the $3 trillion club.
- Strong Financial Performance: In Q4, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, with earnings per share rising 35% to $3.14, while gross and operating margins improved to 59.9% and 50.8%, respectively, indicating enhanced profitability during expansion.
- Future Growth Expectations: Management forecasts first-quarter revenue of $35.2 billion, representing a 38% year-over-year growth, suggesting that the company will continue to thrive amid rising demand for high-end semiconductors.
- Optimistic Industry Outlook: Annual sales of high-end semiconductors are projected to approach $1 trillion by 2026, positioning TSMC to benefit from this trend, with analysts predicting revenues of $193.9 billion and $232.8 billion in 2027 and 2028, respectively.
See More
AMD and Tata Consultancy Services Expand Strategic Collaboration
- Strategic Collaboration Expansion: AMD and Tata Consultancy Services have expanded their collaboration through TCS's subsidiary HyperVault AI Data Center to co-develop a rack-scale AI infrastructure design based on the AMD Helios platform, supporting India's AI initiatives.
- Helios Platform Advantages: The Helios platform is purpose-built to deliver a rack-scale AI platform aimed at supporting sovereign AI factories, enhancing India's competitiveness in the global AI landscape.
- Data Center Blueprint: The companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity, aiming to accelerate data center build-outs in India to meet the growing demand for AI.
- Clear Collaboration Goals: AMD and Tata Consultancy Services will work with hyperscalers and AI companies to drive rapid data center construction, thereby strengthening India's position in the global AI ecosystem.
See More
U.S. Secretary of State Reaffirms Support for Europe at Munich Security Conference
- Reaffirmation of U.S.-Europe Relations: U.S. Secretary of State Marco Rubio emphasized at the Munich Security Conference that “we want Europe to be strong,” indicating a commitment to repairing relations and enhancing cooperation on security and economic fronts.
- Inflation Data Decline: The U.S. consumer price index rose 2.4% year-on-year in January, down from 2.7% in December, with core CPI at 2.5%, the lowest since April 2021, suggesting that if this trend continues, it could pave the way for lower interest rates and positively impact markets.
- Japan's Economic Recovery: Japan's GDP grew by 0.1% in the fourth quarter, missing the expected 0.4% but reversing a 0.7% contraction in the previous quarter, indicating potential for economic recovery and avoiding a technical recession.
- Surge in Cryptocurrency Crime: Cryptocurrency payments linked to suspected human trafficking surged by 85% in 2025, highlighting the expansion of a criminal ecosystem in Southeast Asia, which may prompt regulatory scrutiny and responses.
See More
AMD and TCS Collaborate to Boost AI Infrastructure in India
- Strategic Collaboration Expansion: AMD and TCS's partnership aims to co-develop AI infrastructure based on the 'Helios' platform to support India's national AI initiatives, which is expected to significantly enhance enterprises' AI deployment capabilities and operational efficiencies.
- High-Performance Computing Platform: The newly deployed 200MW 'Helios' architecture, powered by AMD's MI455X GPUs and EPYC 'Venice' CPUs, is specifically designed to meet enterprise needs in AI training and inference, driving digital transformation across industries.
- Data Center Blueprint: The two companies will provide an AI-ready data center blueprint supporting 200MW capacity, aimed at accelerating data center build-outs in India to meet the growing AI demand while collaborating with hyperscalers to enhance market competitiveness.
- Long-Term Strategic Vision: TCS's HyperVault, established in 2025, focuses on delivering GW-scale secure AI infrastructure, and this collaboration will further solidify its position in the AI ecosystem, promoting sustainability and technological innovation.
See More
Broadcom's Rise in the AI Sector
- Surging AI Revenue: Broadcom reported a 74% year-over-year increase in AI semiconductor revenue for the latest quarter, with projections indicating that first-quarter revenue will double to $8.2 billion, driven by strong demand for custom accelerators and AI Ethernet switches, significantly boosting overall performance.
- Record Backlog: The company's backlog for AI switches has surpassed $10 billion, reflecting robust market demand amid ongoing AI data center buildouts, which further solidifies Broadcom's position in the industry.
- Differentiated Product Offering: Broadcom has launched the industry's first Wi-Fi 8 access point and switch system, designed to enhance security and speed for enterprises utilizing AI, thereby increasing its competitive edge and attracting more customers.
- Unique Market Positioning: Broadcom's XPUs are custom chips tailored for specific purposes, differentiating them from Nvidia and AMD's general-purpose GPUs, allowing the company to carve out a niche in the competitive AI market and enhancing its strategic positioning for future growth.
See More
Palantir's Stock Decline: Nvidia and AMD Emerge as New Favorites
- Palantir's High Valuation: Despite a significant stock pullback this year, Palantir's valuation remains astronomical at 128 times forward earnings, which may lead to declining investor confidence in its future growth prospects.
- Optimistic Outlook for Nvidia: Nvidia's forward earnings multiple stands at 24.5, and with the upcoming launch of the Rubin platform, which will support inference at up to 10 times lower costs, the company is expected to continue its growth trajectory and solidify its leadership in the AI chip market.
- AMD's Competitive Edge: Although AMD trades at nearly 32 times forward earnings, its Instinct MI400 chips match Nvidia's Vera Rubin in compute performance and memory bandwidth while offering 1.5 times the memory capacity and scale-out bandwidth, showcasing its potential as a credible challenger to Nvidia.
- Sustained Market Demand: Both Nvidia and AMD are poised to benefit from ongoing GPU demand, while Palantir's excellent product may not justify its high stock price, potentially hindering its ability to deliver market-beating returns.
See More
TSMC on Track to Join $3 Trillion Club
- Market Position Solidified: TSMC's current market capitalization stands at $1.9 trillion, and as the world's largest semiconductor foundry with a 71% share of the global chip market, investors could see a 58% return if it secures membership in the $3 trillion club.
- Strong Financial Performance: In Q4, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, with earnings per share rising 35% to $3.14, while gross and operating margins improved to 59.9% and 50.8%, respectively, indicating enhanced profitability during expansion.
- Future Growth Expectations: Management forecasts first-quarter revenue of $35.2 billion, representing a 38% year-over-year growth, suggesting that the company will continue to thrive amid rising demand for high-end semiconductors.
- Optimistic Industry Outlook: Annual sales of high-end semiconductors are projected to approach $1 trillion by 2026, positioning TSMC to benefit from this trend, with analysts predicting revenues of $193.9 billion and $232.8 billion in 2027 and 2028, respectively.
See More
AMD and Tata Consultancy Services Expand Strategic Collaboration
- Strategic Collaboration Expansion: AMD and Tata Consultancy Services have expanded their collaboration through TCS's subsidiary HyperVault AI Data Center to co-develop a rack-scale AI infrastructure design based on the AMD Helios platform, supporting India's AI initiatives.
- Helios Platform Advantages: The Helios platform is purpose-built to deliver a rack-scale AI platform aimed at supporting sovereign AI factories, enhancing India's competitiveness in the global AI landscape.
- Data Center Blueprint: The companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity, aiming to accelerate data center build-outs in India to meet the growing demand for AI.
- Clear Collaboration Goals: AMD and Tata Consultancy Services will work with hyperscalers and AI companies to drive rapid data center construction, thereby strengthening India's position in the global AI ecosystem.
See More
U.S. Secretary of State Reaffirms Support for Europe at Munich Security Conference
- Reaffirmation of U.S.-Europe Relations: U.S. Secretary of State Marco Rubio emphasized at the Munich Security Conference that “we want Europe to be strong,” indicating a commitment to repairing relations and enhancing cooperation on security and economic fronts.
- Inflation Data Decline: The U.S. consumer price index rose 2.4% year-on-year in January, down from 2.7% in December, with core CPI at 2.5%, the lowest since April 2021, suggesting that if this trend continues, it could pave the way for lower interest rates and positively impact markets.
- Japan's Economic Recovery: Japan's GDP grew by 0.1% in the fourth quarter, missing the expected 0.4% but reversing a 0.7% contraction in the previous quarter, indicating potential for economic recovery and avoiding a technical recession.
- Surge in Cryptocurrency Crime: Cryptocurrency payments linked to suspected human trafficking surged by 85% in 2025, highlighting the expansion of a criminal ecosystem in Southeast Asia, which may prompt regulatory scrutiny and responses.
See More
AMD and TCS Collaborate to Boost AI Infrastructure in India
- Strategic Collaboration Expansion: AMD and TCS's partnership aims to co-develop AI infrastructure based on the 'Helios' platform to support India's national AI initiatives, which is expected to significantly enhance enterprises' AI deployment capabilities and operational efficiencies.
- High-Performance Computing Platform: The newly deployed 200MW 'Helios' architecture, powered by AMD's MI455X GPUs and EPYC 'Venice' CPUs, is specifically designed to meet enterprise needs in AI training and inference, driving digital transformation across industries.
- Data Center Blueprint: The two companies will provide an AI-ready data center blueprint supporting 200MW capacity, aimed at accelerating data center build-outs in India to meet the growing AI demand while collaborating with hyperscalers to enhance market competitiveness.
- Long-Term Strategic Vision: TCS's HyperVault, established in 2025, focuses on delivering GW-scale secure AI infrastructure, and this collaboration will further solidify its position in the AI ecosystem, promoting sustainability and technological innovation.
See More
