Live Updates Conference Call Starts in 5 Minutes 22 minutes ago Live AMD’s conference call starts in 5 minutes. We’d be surprised if anything the company says changes the market’s reaction tonight, but these calls are always valuable.

For the first quarter of 2026, AMD expects just $100 million in China revenue (a 75% drop). If China stays at that level all year, AMD brings in $400 million instead of the $800 million to $1.2 billion analysts expected. That’s a $400 million to $800 million shortfall, or $2 billion to $3 billion in lost market value.

The chipmaker's management team has asserted that this year will be a turning point for the company.

Advanced Micro Devices leads in servers and data centers with a fabless model and superior margin growth over Intel. Learn more on AMD and INTC stocks here.

Year-to-date, AMD has gained 13.05%, significantly outpacing the broader market’s 1.06% return. The company’s market capitalization stands at approximately $394.165 billion, with a trailing P/E ratio of 92.76 and a forward P/E of 38.17.

amd announced the Ryzen 9 9900X3D at ces 2025 which allies 12 cores of Zen 5 goodness with a slab of 2nd Gen V-Cache. This approach works superbly well with the Ryzen 7 9800X3D and today we find out how well it works in a grunty Ryzen 9.

I last covered Advanced Micro Devices, Inc. (AMD) (AMD:CA) on 3.11.2025. That article was titled "AMD: This Is The GARP Opportunity You've Been Waiting For (Rating ...