Market context
Follow the story. See which markets it affects. Explore the context.
AMD shares rallied 12% in a week, fueled by massive data center growth and optimism around its Helios AI platform and EPYC Venice CPUs. While partnerships with Meta and OpenAI bolster long-term prosp…
AMD shares gained 7.7% over the past month on robust Data Center and AI Instinct GPU momentum. However, high valuation, supply chain constraints, and competitive pressure from NVIDIA and Broadcom kee…
Kodiak AI announced a collaboration with AMD to implement AMD EPYC processors into its seventh-generation autonomous truck platform. Kodiak is the first company to deploy EPYC CPUs for driverless tru…
AMD reports Q2 earnings Aug. 4, expected to show strong AI-driven growth with 46% YoY revenue increase. Data center and EPYC CPU demand remain key catalysts despite recent sector-wide profit-taking a…
Microsoft will deploy AMD's Helios AI platform and EPYC processors to expand Azure cloud services, boosting AMD stock 5.1% while Microsoft shares rose modestly.