Markets/stock/AMD

AMD AMD

Company, products & financials →6 venues pooledTrades 24/7 on venuesEarnings Nov 3
599.46▲ 1.52% +8.99Pooled price · 3:12 PM ET · vs. previous daily close

What matters nowUpdated 7 h ago

  • AMD unveiled Helion on Oct 12, an open agentic AI rack blueprint built on the Helios approach that pairs 6th Gen EPYC CPUs with MI350P GPU nodes, with agentic rack configurations planned with partners Cisco, Dell, HPE, Lenovo, Supermicro and Wiwynn for November 2026, though the release names no customers 1.
  • AMD agreed on Sep 28 to buy World Labs for about $8.2 billion paid entirely in AMD stock, with Fei-Fei Li to join as executive vice president and chief scientist if the deal closes, which AMD expects by the end of 2026 subject to regulatory approvals 2, and an 8-K filed the same day reports an unregistered equity sale for an event dated Sep 26 3.
  • The pooled 24/7 venue price was $584.89 at 11:51 UTC on Oct 13, down 0.95% from a $590.47 previous close. The Sep 21 gain of 10.01% came alongside a 10.1% rise in Meta, AMD's 6 GW Instinct partner, after Wells Fargo raised its Meta target to $796 from $640, though no direct AMD link was confirmed, while the Oct 8 drop of 4.33% has no researched explanation.
  • On trailing twelve months to June 27, 2026, AMD reported $41.3 billion of revenue, up 39.5% year on year after 50.1% growth in the latest quarter, EPS of $3.89 up 123.6%, a 53.2% gross margin, a 15.7% operating margin and $8.4 billion of free cash flow. At a $954.5 billion market cap the stock trades at 150 times trailing earnings and 23 times sales, with $1.9 billion of net cash.
  • Insiders sold 594,577 shares worth $271.1 million across 21 sales over the last 180 days, 17 of them flagged as planned, and recorded no insider purchases in that period.
  • The next dated catalyst is fiscal Q3 2026 results on Nov 3 after the close, against company guidance of about $13.0 billion of revenue (plus or minus $0.3 billion) and a non-GAAP gross margin of about 56% 4, with UBS and Barclays conference appearances on Dec 1 and Dec 9 also listed in that release. The September CPI print lands Oct 14 at 12:30 UTC, and Polymarket puts 80.5% on no Fed rate change after the October meeting and 19.5% on a 25 bp increase.
1M ▲ 19.24%
491.66570.71649.75Astera Labs launches Aries 7, a PCIe 7 signal conditioning family for copper and optical links1Sep 13Sep 21Sep 28Oct 6Oct 13
Numbered dots are stories: point at one to see it, select it to read.
Previous close590.47
24h volume$147.8Mall venues
Open interest$64.6Mperps, all venues
Funding (8h)0.0177%19.4% annualised · longs pay
Venues6/7in pool / listed
Day range (UTC)
572.00602.55
52-week range
184.35658.87

Valuation & fundamentalsFull financials →

Market cap$978.31Bpooled price × shares
Enterprise value$976.45B+ net debt −$1.86B
P/E (TTM)154.1×EPS $3.89
EV / EBITDA—EBITDA —
P / Sales23.7×EV/Sales 23.6×
P / Book14.6×equity $67.22B
FCF yield0.9%FCF $8.40B
Shareholder yield0.0%div — · buyback 0.0%
Revenue (TTM)$41.30B39.5% YoY
Last quarter revenue50.1%growth YoY
EPS growth (TTM)123.6%last Q 155.6%
Gross margin53.2%operating 15.7%
Net margin15.6%EBITDA —
ROE10.1%on average equity
Cash$5.09Bdebt $3.23B
Shares out1.63Bdiluted 1.66B

TTM through 2026-06-27 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →

Every venue

VenuePricevs pool24h volOpen int.Funding 8h
binance perp
AMDUSDT · just now
599.49+0.01%$102.3M$34.0M0.0244%
hyperliquid perp
xyz:AMD · just now
598.46−0.17%$21.0M$18.8M0.0050%
okx perp
AMD-USDT-SWAP · just now
599.480.00%$13.0M$4.9M0.0087%
bitget perp
AMDUSDT · just now
599.60+0.02%$8.1M$5.5M0.0303%
lighter perp
138 · just now
598.70−0.13%$3.1M$1.2M0.0032%
aster perp
AMDUSDT · just now
597.98−0.25%$284.6K$229.9K0.0242%
coinbase perp
AMD-PERP · stale
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Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.

Open interest, 120 days

$5$37$69Jun 15Jul 15Aug 14Sep 13Oct 12

US$ millions, all venues

Funding, 120 days

-12.98.529.8Jun 14Jul 14Aug 13Sep 12Oct 12

Annualised %, OI-weighted. Positive: longs pay shorts.

NewsAll news →

AMD introduces Helion agentic AI rack blueprint, racks planned for November

AMD unveiled Helion, an open blueprint for agentic AI infrastructure built on the Helios rack approach and contributed to the Open Compute Project.

Product

Astera Labs launches Aries 7, a PCIe 7 signal conditioning family for copper and optical links

Astera Labs announced the Aries 7 portfolio for PCIe 7, covering links from short PCB traces to optical runs of more than 50 meters across racks.

Product

AMD lists UBS and Barclays tech conference appearances for December 2026

AMD's October 6, 2026 release that set the Q3 earnings date also lists two upcoming investor conference appearances.

News
Management

AMD, Cisco and HUMAIN bring Instinct systems live in Saudi Arabia

AMD, Cisco and HUMAIN said MI355X-based AI infrastructure is now live in Saudi Arabia and serving HUMAIN customers.

Deal

AMD appoints Tim Ryan to its board of directors

AMD appointed Tim Ryan, head of technology and business enablement at Citi and former U.S.

Management

AMD to acquire Taalas, a custom AI inference silicon startup

AMD announced it will acquire Taalas, a Toronto-based company founded in 2023 that makes specialized AI inference silicon.

M&A

AMD shares close down 7% at $482.05 after Q2 beat and flat margin guide

AMD closed at $482.05 on August 5, down 7.04%, a day after reporting a Q2 beat.

News

AMD Q2 2026 revenue rises 50% to $11.5B; Data Center more than doubles

AMD reported Q2 2026 revenue of $11.54 billion, up 50% year over year, with Data Center revenue of $6.72 billion, up 107%.

Earnings

Texas A&M research station picks Dell for IGNITE AI and HPC platform

The Texas A&M Engineering Experiment Station selected Dell Technologies to design and build IGNITE, a shared AI and high-performance computing platform for federally sponsored, industry and academic research.

Deal

AMD adds MI350P PCIe GPU and 256-core EPYC 9996 at Advancing AI

Alongside the Helios launch, AMD introduced the Instinct MI350P, a PCIe card meant to add AI acceleration to existing servers, and the EPYC 9996 with 256 cores and 512 threads.

Product

AMD and Cerebras pair Helios racks with Cerebras WSE for inference

AMD and Cerebras announced a disaggregated inference setup in which Helios handles prompt processing and the Cerebras wafer-scale engine handles token generation.

Deal

OpenAI says Helios comes online from Q4 2026 and joint kernel work deepens

At the Advancing AI keynote, OpenAI said it expects to bring AMD Helios online through several deployment partners in the second half of 2026, with deployments accelerating through 2027.

Deal

AMD and Cerebras announce disaggregated inference solution

AMD and Cerebras will pair AMD Helios systems with the Cerebras Wafer-Scale Engine in one disaggregated inference workflow.

Deal

AMD and Anthropic agree to deploy up to 2 GW of MI450-series GPUs

Anthropic will deploy up to 2 gigawatts of Instinct MI450 Series GPUs in AMD Helios racks, with the first gigawatt starting in the first half of 2027.

Deal