AMD received analyst praise after its AI event was viewed more positively than expected, though financing concerns weighed on the stock.

AMD stock received price-target hikes from Wall Street following news about its AI processors and computer systems.

AMD CEO Lisa Su stated she is not worried about an AI house of cards and sees value in tech companies working together in the age of AI.

AMD has an agentic AI advantage over Nvidia by controlling a missing piece for hyperscaler contracts.

RBC notes that at its Advancing AI event, AMD raised estimates for the total addressable markets of graphics processors and central processing units.

Cathie Wood's Ark Invest sold AMD stock and bought SpaceX; a commentator argues AMD is the better buy.

AMD expands AI server production with partnerships involving Anthropic and OpenAI as part of CEO Lisa Su's multi-gigawatt strategy to compete with Nvidia.

AMD signed a multibillion-dollar chip and investment deal with Anthropic on July 22, its second major AI infrastructure agreement in three days following the Microsoft Azure deal.

AMD and Nvidia are expanding competition beyond GPUs into the server CPU market.

AMD received a price target raise to $685 from Benchmark.

Advanced Micro Devices unveiled its Helios rackscale AI infrastructure system to compete with Nvidia, with AMD earnings scheduled for August 4 and Nvidia earnings for August 26.

AMD said OpenAI's deployment is on track and Anthropic will use AMD CPUs and GPUs across clouds and data centers.

AMD said it is delivering a full-stack compute platform for agentic AI and expects to outgrow the market and achieve leadership in scale-up AI compute.

AMD CEO confirms OpenAI deployment is progressing as planned.

Wedbush views AMD's Microsoft deal for AI systems as the beginning of a significant AI ramp, but does not recommend investing in AMD at current levels.

AMD claims its chips are superior to Nvidia, Intel, and Arm offerings, displaying uncharacteristic bravado.

Finnhub publishes 2028 price predictions for Micron, AMD, and Marvell based on a factor model that differentiates memory, GPUs, and custom silicon riding the AI capex wave.

Intel rose 3.5% in extended trading on stronger-than-expected revenue guidance from data center demand; AMD unveiled new data center products claimed to outperform Nvidia's; Infosys trimmed its sales forecast while appointing a new CEO.

Lockheed Martin and RTX raised sales forecasts, Intel's strong outlook supported chip stocks, AMD launched new AI chips, the dollar rose, and crypto fell.