AMD stock falls 17.3% to $200.19 after weak Q1 guidance
AMD closed at $200.19 on February 4, down 17.31%, on volume of 104.9 million shares, about 157% above its three-month average. The strong Q4 beat was overshadowed by first-quarter revenue guidance of about $9.8 billion and by the expected drop in China sales. Investors focused on how fast AMD's AI data center revenue can scale.
- Close $200.19, down 17.31% on February 4
- Volume 104.9M shares, about 157% above the 3-month average of 40.8M
- Trigger: Q1 revenue guide of about $9.8B and reduced China MI308 expectations
- Investors focused on how fast AI data center revenue can scale against Nvidia
Moves this explains
AMD−8.00%Feb 3 · AMD closed down 8.0% at $204.37 after the weak Q1 guidance, a second straight large loss. Intraday, the drop reached 17.3% to $200.19, a bigger figure than the close-to-close move in our data. Palantir (-10.7%), Alphabet (-4.2%) and Robinhood (-7.3%) also fell, so the selloff was partly sector-wide.PLTR−10.69%Feb 3 · Palantir fell 10.69% to $139.51 in a broad tech selloff: AMD -8.00% after weak Q1 guidance, MU -6.33%, GOOGL -4.24%, ORCL -4.18%, COIN -6.73% and QQQ -1.53%. Coverage ties the day to the software selloff, in which software stocks shed about $830bn in six sessions, and to AMD's guidance.Source
Motley Fool via FinvizFeb 4, 2026