AMD · NASDAQ-GS
AMD is a semiconductor company selling computing products, with supplied coverage emphasizing its data-center and AI-related business. It makes money by selling these products to data-center and other technology customers, although the evidence does not provide a complete segment or customer breakdown. Data-center revenue doubled to $6.7 billion in the second quarter of 2026, within record quarterly revenue of $11.5 billion, implying that non-data-center activities contributed the balance. AMD reported FY2025 revenue of $34.6 billion and net income of $4.3 billion, up from $25.8 billion and $1.6 billion, respectively, in FY2024.
AMD rose $63.96, or 14.07%, from $454.62 to $518.58 over the reported week. Trading was volatile: shares fell to $429.56 before rebounding to $485.39, then advanced again into the final session. The initial weakness reflected concern that the cost of scaling AMD’s data-center business outweighed its growth, despite data-center revenue doubling to $6.7 billion and quarterly revenue rising 50% to a record $11.5 billion. The subsequent recovery was driven by AMD’s second-quarter earnings and revenue beats, with reported surprises of 3.11% and 1.87%, respectively. Broader semiconductor strength, AI optimism, strong technology earnings and a wider market rally also supported the final move.
AMD's Data Center Business Doubled to $6.7 Billion. The Stock Fell 9% Because of What That Growth Costs.
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