Advanced Micro Devices, Inc.

• AMD Stock Price 24h change: +2.12%. From 253.73 USD to 258.88 USD.
The price increase was driven by positive sentiment following Intel's disappointing guidance, which suggests a supply crunch that may benefit AMD’s market share and pricing power.• From a technical perspective, AMD presents a "strong bullish momentum" with the stock trading well above its 50-day and 200-day moving averages. However, technical indicators like the RSI (around 71.7) and Williams %R suggest overbought conditions, indicating a potential short-term pullback or consolidation after its multi-day winning streak.• Intel's stock plummeted over 15% after a weak Q1 2026 outlook, creating a competitive tailwind for AMD as analysts expect it to capture more AI and data center demand.• OpenAI has selected AMD as a preferred partner to build 6GW of next-generation AI computing capacity, with a rollout of 1GW of AMD Instinct MI450 GPUs planned for late 2026.• Ark Invest's Cathie Wood increased positions in AMD, citing the company's accelerating AI chip momentum and long-term business improvements despite recent trade volatility.• TSMC reported record Q4 2025 earnings with 62% gross margins, signaling a "multiyear AI megatrend" that strongly benefits major customers like AMD and Nvidia.• The U.S. government implemented a 25% Section 232 tariff on certain advanced semiconductors, effective January 15, 2026, though exemptions apply for chips supporting domestic technology supply chains.

• AMD Stock Price 24h change: +7.71%. From 231.97 USD to 249.80 USD. The surge was driven by renewed confidence in server CPU demand and positive analyst commentary from KeyBanc and Bernstein ahead of the February 3 earnings report.
• From a technical perspective, the market presents a "Strong Bullish" outlook: the stock has broken above major Simple Moving Averages (MA5, MA10, MA20, MA50) and displays a positive MACD of 6.29. While the 14-day RSI at 66.61 suggests a buy, some indicators like Stochastics (81.96) signal overbought conditions, hinting at potential short-term volatility or a mean reversion risk.
• KeyBanc reiterated an "Overweight" rating with a $270 target, noting that hyperscalers are securing 2026 capacity and AMD is nearly sold out of server CPUs through late next year.
• AMD announced the appointment of KC McClure, former CFO of Accenture, to its board of directors, contributing to positive institutional sentiment.
• Analysts at Wells Fargo named AMD a top pick for 2026, citing leadership in CPUs and growing strength in the AI space as major growth catalysts.
• The Philadelphia Semiconductor Index hit a fresh record high following NVIDIA CEO Jensen Huang's comments at Davos regarding a "trillions of dollars" infrastructure buildout for AI.
• President Trump issued a proclamation effective January 15, 2026, imposing a 25% Section 232 tariff on certain advanced semiconductors, though it targets a narrow set of imports not intended for domestic use.