AMD's earnings report lands as investors rush into the stock on optimism that the AI boom is just getting started.

Advanced Micro Devices has jumped 66% over the past month, but it is likely to lose some ground if its earnings report doesn't exceed expectations, per HSBC.

AMD's earnings report lands as investors rush into the stock on optimism that the AI boom is just getting started.

Data center sales are now “the primary driver of our revenue and earnings growth,” according to CEO Lisa Su. AI agents are increasing demands for CPUs, and AMD and Intel’s x86…

The move in Advanced Micro Devices — and the wider chip sector — is nothing short of bonkers.

CEO Lisa Su highlighted the growing demand for central processing units, doubling her long term forecast after strong first-quarter earnings.

AMD and Intel hit record highs as AI demand, CPU growth, and Intel’s US backed turnaround fuel a broader chip stock rally.